NAMM
Namib MineralsBNasdaq / Materials
Last Price
At close
2026-07-22
Current thesis
Namib has a producing asset, reported adjusted EBITDA growth and operating cash flow, and could benefit if How Mine throughput improves and Redwing progresses without heavy dilution. The very low market capitalization relative to guided EBITDA is potentially attractive, but this is a high-risk inference rather than a validated valuation conclusion.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite.
What can break
2026 AISC guidance of $2,400-$2,700 per ounce leaves limited margin if gold prices weaken.
Momentum
97
Value
49
Sentiment
44
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $1.45 · Bull $2.20 · Bear $0.80
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-17 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-22
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $9.50
Why
Momentum97 · Δ7d -
Value49 · Δ7d +0.0
Sentiment44 · Δ7d -
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
97
26% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Value
49
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.0
Sentiment
44
34% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade
Composite grade B. Momentum 97.4 / Value 48.6 / Sentiment 43.9
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$87.17M
Beta
-0.13
Shares Out
54.48M
P/E (TTM) · Derived
-3200.0
P/S (TTM)
-
P/FCF (TTM) · Derived
-13.53
Rev YoY
-
EPS YoY
+6.7%
Gross Margin
-
Op Margin
-
Net Debt
$0
Current Ratio
0.04
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology