CIBCはファースト・クアンタムの目標株価を46カナダドルから44カナダドルに引き下げた。

-- CIBCキャピタル・マーケッツは、ファースト・クアンタム・ミネラルズ（FM.TO）の株式に対する投資判断を「中立」に据え置いたものの、目標株価を46.00カナダドルから44.00カナダドルに引き下げた。これは、同社の第1四半期決算と2026年の見通しを反映したものである。 CIBCは、2026年のEBITDA予想を34億8000万ドルから25億7000万ドルに下方修正した。これは、追加コスト、モーリタニアのゲルブ・モグレイン鉱山における金生産量の減少、およびコブレ・パナマ鉱山における銅販売量の若干の減少が要因となっている。こうした短期的な影響をほぼ相殺したのは、同社の1株当たり純資産価値予想が31.94ドルから33.77ドルに引き上げられたことである。これは、コブレ・パナマ鉱山の割引率が14%から12%に低下したことを反映したものであり、これは、破砕鉱石在庫の処理による操業再開に向けたリスク低減策が継続されていることを示している。 CIBCは、コブレ・パナマが今後18ヶ月以内に操業再開に向けて前進するとの見通しを堅調に維持し、NAVPS倍率を1.0倍から1.1倍に、EV/EBITDA倍率を9.0倍から10.0倍に引き上げた。 .

Price: $31.44, Change: $+0.40, Percent Change: +1.27%

Market Chatter: Japan Advances Energy Loan Talks With South Africa, Promotes Ammonia Co-Firing

Japan is accelerating talks on a yen-denominated energy loan for South Africa while promoting ammonia co-firing technology, Bloomberg said Tuesday, citing Japanese diplomatic officials.Japan will use the proposed loan to support South Africa's energy transition, though it did not disclose the amount, the report said, citing officials.Japan's initiative adds to about $10 billion in climate financing already pledged to South Africa by European countries under an existing energy transition agreement.Germany and Japan are expanding efforts to position their companies in South Africa, targeting opportunities in a market with strong solar and significant green hydrogen production potential.Leaders first discussed the loan during a meeting between President Cyril Ramaphosa and former Japanese Prime Minister Shigeru Ishiba in Yokohama in August, the report added.Japan is promoting ammonia co-firing, which replaces part of coal use at power plants with ammonia to reduce emissions while maintaining existing infrastructure.South Africa can produce green hydrogen using its solar and wind resources, then convert it into ammonia for easier storage and transport, supporting cleaner energy pathways.However, critics say ammonia co-firing could extend the life of coal plants, as South Africa still generates about three-quarters of its electricity from coal, the report noted.has reached out to South Africa's Department of Electricity and Energy for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

CIBCはファースト・クアンタムの目標株価を46カナダドルから44カナダドルに引き下げた。

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