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Riding The Wave: Freeport-McMoRan Receives Upgrade As Analyst Foresees Copper And Gold Boom

Riding The Wave: Freeport-McMoRan Receives Upgrade As Analyst Foresees Copper And Gold Boom

乘风破浪:分析师预测铜和黄金将繁荣,因此弗里波特-麦克莫兰获得升级
Benzinga ·  04/09 13:54

Freeport-McMoRan Inc. (NYSE:FCX) shares are trading higher after BofA Securities analyst Lawson Winder upgraded the stock to Buy (from Neutral) with a price target of $59.

美国银行证券分析师劳森·温德将该股上调至买入(从中性),目标股价为59美元,此后,弗里波特-麦克莫兰铜金公司(纽约证券交易所代码:FCX)股价走高。

The bullish stance was due to expected higher quality copper leverage, robust and rising free cash flow, and material gold revenue (15% of the total).

看涨立场是由于预期铜的杠杆率会更高,自由现金流强劲且不断增加,以及物质黄金收入(占总收入的15%)。

Related: Will Copper Reach $10,000? 'An Essential Metal That Faces An Uncertain Future'

相关: 铜价会达到10,000美元吗?“面临不确定未来的必需金属”

The analyst's rating reflects the company's successful transition to underground, block cave mining at Grasberg, more normalized copper production in the future and value-enhancing growth options, including low-grade leaching.

分析师的评级反映了该公司成功过渡到地下、格拉斯伯格的区块洞穴采矿、未来铜产量更加正常化以及包括低品位浸出在内的增值增长选项。

The BofA Commodities team is now materially more bullish on gold prices and gave a constructive outlook on copper given robust energy transition demand and constrained supply.

鉴于强劲的能源转型需求和供应受限,美银大宗商品团队现在对金价更加看好,并对铜给出了建设性的展望。

The analyst estimates FY24 average price for gold to increase by 17% to $2,317 per ounce (/oz), silver to rise 14% to $26.5/oz, and copper to be higher by 8% to $9,321 per tonne (/t) or $4.23 per pound (/lb).

分析师估计,24财年黄金的平均价格将上涨17%,至每盎司2317美元,白银将上涨14%,至26.5美元/盎司,铜价将上涨8%,至每吨9,321美元(/吨)或每磅4.23美元(/磅)。

Also Read: Bank Of America Sees Gold At $3,000, Warns Of A Copper Supply Crisis: Metals 'Dance To Their Own Tune'

另请阅读: 美国银行预计黄金价格为3,000美元,警告铜供应危机:金属 “随心所欲”

The analyst estimates EPS of $1.43 in FY24, $2.39 in FY25 and $2.45 in FY26 for the company.

该分析师估计,该公司的24财年每股收益为1.43美元,25财年为2.39美元,26财年每股收益为2.45美元。

Investors can gain exposure to the stock via Exchange Traded Concepts Trust Optica Rare Earths & Critical Materials ETF (NYSE:CRIT) and VanEck Green Metals ETF (NYSE:GMET).

投资者可以通过交易所交易的概念信托基金Optica稀土与关键材料ETF(纽约证券交易所代码:CRIT)和VanEck绿色金属ETF(纽约证券交易所代码:GMET)获得股票敞口。

Price Action: FCX shares are up 2.02% at $51.01 on the last check Tuesday.

价格走势:在周二的最后一次支票中,FCX股价上涨2.02%,至51.01美元。

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