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AFAFMJF

Alphamin Resources Corp.

$AFMJF·$1.3B·Industrial Materials·Basic Materials
$1.02-1.0%
Mentions · last 7 days
2026-07-26: 0 posts2026-07-27: 0 posts2026-07-28: 1 posts2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 0 posts2026-08-01: 0 posts1
Price updated 15m ago·X counts updated 2d ago
AFAFMJF
$AFMJFAlphamin Resources Corp.
$1.02-0.97%1 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AFMJF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-03

The move is getting stronger, with heavier trading behind it.

Alphamin Resources is the DRC-tin-mining franchise at 68%-of-range — record Q2 EBITDA guidance $167M plus tin-scarcity-converting-to-cash-flow narrative is the substance.

Alphamin Resources Corp. (ADR) is a specific US-listed DRC-tin-mining franchise — Mpama North Tin project in North Kivu Province plus five exploration permits across 1,270 sq km. Down 0.3% today, YTD n/a, t12m n/a, sitting at the 68th percentile of the 52-week range on a record-EBITDA-guidance tape.

Where it stands after Q2:

  • The Q2 print was in-line: EPS $0.05 vs $0.05 (0%) plus revenue $236.4M vs $236.4M — record-EBITDA guidance $167M supports the multi-quarter operational trajectory.
  • The business is executing on scale-plus-margin: reported quarters at $140M-$488M revenue (Q4 2025 accounting includes a large adjustment) with 90-895% YoY growth, gross margin 47-63%, operating margin 40-59%, and EPS $0.02, $0.02, $0.10, $0.05 — the specific pattern where the tin-cycle-plus-Mpama-scale execution is landing.
  • The valuation is undemanding: TTM P/E of 11, forward P/E of 4 on FY26 EPS estimates of $0.23 falling to FY27 $0.20 and FY28 $0.33 (n=1 analyst). Price-to-sales of 1.8, EV/EBITDA of 2.9, ROE 47.0%, ROIC 40.6%, and 10.1% FCF yield describe a specific value-plus-quality setup on the $1.31B market cap.
  • The 4-quarter earnings-surprise cadence is mostly at-consensus: EPS $0.05 vs $0.05 (0%), $0.05 vs $0.03 (+90%), $0.03 vs $0.03 (0%), $0.02 vs $0.03 (-30%) — Q1 2026 was the specific pattern where consensus caught up to the tin-cycle acceleration.
  • The strategic tape is uniformly constructive: Alphamin Resources Tin Scarcity Is Finally Converting Into Cash Flow (Seeking Alpha 7/16) plus Alphamin Announces Record Q2 EBITDA Guidance of US$167 Million Exploration Update 7/13.

The next quarterly print (Q3 2026) needs continued Mpama North tin-plus-scale revenue growth plus dated commentary on the tin-cycle trajectory and FY27 exploration-permit deployment to extend the accelerating tape; a specific DRC-political walk-back or a tin-price normalization disclosure would take the stock back toward the 200-day base.

What to watch: The next quarterly print (Q3 2026) — good = continued Mpama North tin-plus-scale revenue growth with dated commentary on the tin-cycle trajectory and FY27 exploration-permit deployment; bad = a specific DRC-political walk-back or a tin-price normalization disclosure, which takes the stock back toward the 200-day base.

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What it does

Plain-English summary of the business — what they sell and how they make money.

Alphamin Resources Corp., along with its affiliated entities, specializes in the mining, processing, and global distribution of tin concentrates from the Democratic Republic of the Congo. The company's principal asset is the Mpama North Tin project, which is situated in the North Kivu Province of the DRC. This project spans 1,270 square kilometers and comprises five exploration permits in addition to one active mining license. Established in 1981, the firm was initially known as La Plata Gold Corporation before adopting its current name, Alphamin Resources Corp., in October 2008. Its corporate headquarters are located in Grand Baie, Mauritius.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $AFMJF.

Industrial Materials · Basic Materials

No material change from last week — MP Materials and USARE (US Rare Earths) benefit from the US domestic rare earth supply chain buildout as defense and EV applications require secure non-Chinese..

Industry benchmark

14-name peer basket
-2.9%YTD
+46.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
40.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
50.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
47.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.05$0.050.0%
Q1 2026Apr 29, 2026$0.05$0.03+89.8%
Q3 2025Nov 6, 2025$0.03$0.030.0%
Q1 2025May 13, 2025$0.02$0.03-30.3%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$252.7M+143.3%62.9%58.7%$0.05$95.5M
Q4 FY25$487.6M+894.8%50.8%45.6%$0.10$40.9M
Q2 FY25$144.2M+90.4%46.7%40.1%$0.02$52.9M
Q4 FY24$140.3M+114.1%46.1%39.1%$0.02$28.3M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.0B$1.0B – $1.0B$0.23$0.23 – $0.231
FY27$848.6M$848.6M – $848.6M$0.20$0.20 – $0.201
FY28$1.2B$1.2B – $1.2B$0.33$0.33 – $0.331

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.68%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 623.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Alphamin Resources: Tin Scarcity Is Finally Converting Into Cash Flowseekingalpha.com·19d agoALPHAMIN ANNOUNCES RECORD Q2 EBITDA GUIDANCE OF US$167 MILLION/EXPLORATION UPDATEglobenewswire.com·21d ago

In themes

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Voices on X · last 7 days

No standout posts about $AFMJF on X in the last 7 days.

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