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NANAMM

Namib Minerals

$NAMM·$85M·Other Precious Metals·Basic Materials
$1.40-2.8%YTD+34.6%1Y-81.8%
Mentions · last 7 days
2026-07-08: 1 posts2026-07-09: 1 posts2026-07-10: 0 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 2 posts2026-07-14: 2 posts8+20%
Price updated 3m ago·X counts updated 2d ago
NANAMM
$NAMMNamib Minerals
$1.40-2.78%8 posts+20%
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 $NAMM, 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.

Too early to tellWinding up for a moveAI verdict · as of 2026-07-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Precious-metals micro-cap at $1.50 with tiny 3.16M float, -82% T12M, and a Redwing Dewatering Program in progress ahead of restart.

Namib Minerals is a $85M precious-metals developer (Zimbabwe gold operations, Redwing/How Mine assets) at $1.50 — down 82% over 12 months but up 40% YTD, sitting at 7% of 52w range.

  • Operational tell: Redwing Dewatering Program on schedule (May-19); Jun-2 operational update; Jul-7 board + executive leadership appointments framed as 'supporting next phase of growth' — pre-production restart posture.
  • Fundamentals: Q2/25 revenue $18.2M (-13% YoY, latest disclosed), gross margin 44%, EPS -$0.12; PE -3.9x, PS -37.8 (negative-book quirk), FCF yield -0.5%.
  • Structure: tiny float 3.16M, beta -0.06 (uncorrelated), 7% of 52w range — extremely illiquid, price is chart-driven.
  • Recent surprise: EPS +$1.05 on Apr-2 (one-off), then losses -$0.60/-0.60/-0.24 prior.
  • Insider filings empty apart from director Form 3.
  • No scheduled next earnings; no analyst estimates; no X sentiment coverage.

Speculative gold-restart micro-cap with tiny float amplifying any operational news; sizing has to respect the pre-production, execution-dependent state.

What to watch: Redwing Dewatering completion and gold restart timing; next earnings date announcement.

no sentimentfloat tiny

Read the AI verdict + X sentiment for $NAMM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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What it does

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

Small Africa-focused gold and critical metals miner with an underground operation in Zimbabwe.

Industry overviewAI analysisGenerated by AI from underlying data

Where Other Precious Metals sits in its cycle right now — and what that implies for $NAMM.

Other Precious Metals · Basic Materials

No material change from last week — domestic rare earth and lithium production onshoring accelerates as executive orders and retaliatory restrictions reshape the critical minerals supply chain.

What this means for $NAMM

Neutral — Small Africa-focused gold and critical metals miner with an underground operation in Zimbabwe; the US-China critical mineral export controls escalating domestic supply urgency does not materially affect this business's near-term earnings.

Top industry ETF

$XLBMaterials Select Sector SPDR
+10.9%YTD
+13.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-3.9How 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
-151%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
6.8%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
-0.5%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
-37.8Same 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
45.6%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
85.1%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
Q1 2026Apr 2, 2026$1.05——
Q3 2025Dec 26, 2025$-0.60——
Q3 2025Nov 21, 2025$-0.60——
Q1 2025Jun 11, 2025$-0.24——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY25$18.2M-13.2%44.0%-20.3%$-0.12$81K
Q1 FY25$0-100.0%——$-0.24$-172K
Q4 FY24$-21.0M+24.7%49.4%65.1%$-1.32$-423K
Q3 FY24$-21.0M—49.4%6.3%$-1.32$-90K

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$143.2M$143.2M – $143.2M$1.21$1.21 – $1.211
FY27$243.0M$243.0M – $243.0M$1.84$1.84 – $1.841

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.0.2×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.7%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.-16.9%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.-32.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 3.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today9.2% 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.β-0.065-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.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 133
AI summary

Wendy Yvonne Nomathemba Luhabe filed an initial Form 3 on July 13, 2026, disclosing no beneficially owned securities of NAMM. Luhabe joined the NAMM board of directors with an effective date of June 10, 2026. This filing initiates her Section 16(a) reporting obligations as a director.

3New insider — initial holdingsJun 293
AI summary

Pascoal Alberto Bacela (director, Cayman Islands) filed a Form 3 initial beneficial ownership statement for Namib Minerals as of June 4, 2026. Administrative disclosure.

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 17 other (12 6-Ks · 2 EFFECTs · 2 POS AMs · 1 20-F) in window

Recent news

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

Namib Minerals Announces Board and Executive Leadership Appointments to Support Next Phase of Growthglobenewswire.com·9d agoNamib Minerals Announces Board and Executive Leadership Appointments to Support Next Phase of Growthglobenewswire.com·9d agoNamib Minerals –Operational Updateglobenewswire.com·44d agoNamib Minerals –Operational Updateglobenewswire.com·44d agoRedwing Dewatering Program On Scheduleglobenewswire.com·58d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths

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Voices on X · last 7 days

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

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