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MFMFRVF

Minera Frisco, S.A.B. de C.V.

$MFRVF·$3.6B·Industrial Materials·Basic Materials
$0.590.0%
Mentions · last 7 days
2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts2026-07-28: 0 posts2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 0 posts0
Price updated 1m ago·X counts updated 3d ago
MFMFRVF
$MFRVFMinera Frisco, S.A.B. de C.V.
$0.590.00%0 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 $MFRVF, 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 2026-08-01

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

Minera Frisco Mexican gold-silver-copper — Q2 EPS beat 521%, revenue +105% YoY, tape at 98% of 52w.

Minera Frisco is a Mexican mining company producing gold and silver doré bars, plus copper and zinc concentrates from operations across Mexico. The bundle here contains limited price data but the recent Q2 print delivered a decisive beat — EPS $0.015 versus $0.002 consensus (521% beat) on revenue of $331M USD versus estimate.

Where the setup sits:

  • Q2 was a monster print: revenue MXN$6.45B grew 105% year-over-year with gross margin 66.1% and operating margin 62.0% and EPS MXN$0.33 — the operational cadence is genuinely accelerating on a mid-cap precious-metals base, driven by favorable gold-and-silver price realization.
  • Free cash flow of MXN$3.0B in Q2 confirms strong cash-generation and the operational-leverage in a rising-metals-price environment.
  • The Q2 EPS surprise of 521% (reported $0.015 versus $0.002 consensus) reflects the significant operational upside from higher realized precious-metals prices flowing through the P&L.
  • Position at 98% of 52-week range with the tape 36% above the 50-day moving average and 19% above the 200-day — the setup is fully extended, meaning continued upside depends on precious-metals-price-momentum continuation.

October 26 is the next pivot: a Q3 print that confirms continued precious-metals-price-realization plus firm 2027 gold-silver-copper-production commentary is what keeps the accelerating tape running at 98%-of-52w; a precious-metals-price-correction signal or a fresh operational-cost-inflation disclosure and the +extended positioning gives back significantly as the multiple compresses.

What to watch: The October 26 Q3 print — confirming continued precious-metals-price-realization plus firm 2027 gold-silver-copper-production commentary keeps the accelerating tape running; precious-metals-price-correction or fresh operational-cost-inflation and the extended positioning gives back.

On the calendar: 2026-10-26 — Q3 earnings

price missing

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What it does

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

Minera Frisco, S.A.B. de C.V. is a company primarily involved in the exploration, development, and extraction of mineral resources. Its core business includes the production and sale of gold and silver doré bars. Beyond these precious metals, the company also processes and sells copper cathode, along with various concentrates such as copper, lead-silver, and zinc. The company boasts a significant operational presence, with nine active mining units situated throughout Mexico, including El Coronel, Asientos, El Porvenir, Tayahua, San Felipe, María, San Francisco del Oro, Ocampo, and Concheño. Founded in 2011, Minera Frisco maintains its corporate headquarters in Mexico City, Mexico.

Industry overviewAI analysisGenerated by AI from underlying data

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

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
13.4How 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
24.8%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
52.2%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
13.4%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
3.1Same 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
62.1%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
60.6%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
1.1Total 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$0.02$0.00+521.4%
Q2 2026Jul 29, 2026$0.02$-0.01+450.9%
Q3 2025Oct 27, 2025$0.00$0.00+87.2%
Q2 2025Jul 28, 2025$0.00$0.00+37.7%
Next earningsMon, Oct 26·consensus EPS $0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.4B+105.1%66.1%62.0%$0.33$3.0B
Q1 FY26$5.9B+89.3%64.5%52.3%$0.27$2.3B
Q4 FY25$4.3B+39.9%57.6%51.6%$0.09$1.9B
Q3 FY25$3.5B+34.5%47.6%34.8%$0.07$1.1B

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.0.6×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.98%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.+36.0%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.+18.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 906.9M 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.β0.935-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.

More in Industrial Materials

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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