AIC Mines Bull Surprised by Capex Growth -- Market Talk

Dow Jones

Jul 29, 2025

1846 ET - - Ord Minnett trims its price target on AIC Mines 6%, citing higher capex in FY 2026 than forecast. AIC Mines is at the start of a capital-intensive 18 months with growth in its capex forecast some 39% higher than Ord Minnett expected. The aim is to deliver a step change in production. AIC Mines hopes to lift annual copper output by around 7,000 tons by FY 2028. Ord Minnett retains a speculative buy call on AIC Mines, but lowers its price target to A$0.45/share. "We continue to see valuation appeal (0.9x price-to-net asset value) for investors with an appropriate time horizon (+1 year) or are more positive on the commodity in the near term," analyst Paul Kaner says. AIC Mines ended Monday at A$0.325. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

July 28, 2025 18:46 ET (22:46 GMT)

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AIC Mines is at the start of a capital-intensive 18 months with growth in its capex forecast some 39% higher than Ord Minnett expected. The aim is to deliver a step change in production. AIC Mines hopes to lift annual copper output by around 7,000 tons by FY 2028. Ord Minnett retains a speculative buy call on AIC Mines, but lowers its price target to A$0.45/share. \"We continue to see valuation appeal (0.9x price-to-net asset value) for investors with an appropriate time horizon (+1 year) or are more positive on the commodity in the near term,\" analyst Paul Kaner says. AIC Mines ended Monday at A$0.325. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 28, 2025 18:46 ET (22:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AIC Mines Bull Surprised by Capex Growth -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAIC Mines Bull Surprised by Capex Growth -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-29 06:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1846 ET - - Ord Minnett trims its price target on <a href=\"https://laohu8.com/S/IAUFF\">AIC Mines</a> 6%, citing higher capex in FY 2026 than forecast. AIC Mines is at the start of a capital-intensive 18 months with growth in its capex forecast some 39% higher than Ord Minnett expected. The aim is to deliver a step change in production. AIC Mines hopes to lift annual copper output by around 7,000 tons by FY 2028. Ord Minnett retains a speculative buy call on AIC Mines, but lowers its price target to A$0.45/share. \"We continue to see valuation appeal (0.9x price-to-net asset value) for investors with an appropriate time horizon (+1 year) or are more positive on the commodity in the near term,\" analyst Paul Kaner says. AIC Mines ended Monday at A$0.325. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 28, 2025 18:46 ET (22:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AIC","symbol_name":"Arlington Asset Investment Corp","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2555657702","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2555657702","pubTimestamp":1753742760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1846 ET - - Ord Minnett trims its price target on AIC Mines 6%, citing higher capex in FY 2026 than forecast. AIC Mines is at the start of a capital-intensive 18 months with growth in its capex forecast some 39% higher than Ord Minnett expected. The aim is to deliver a step change in production. AIC Mines hopes to lift annual copper output by around 7,000 tons by FY 2028. Ord Minnett retains a speculative buy call on AIC Mines, but lowers its price target to A$0.45/share. \"We continue to see valuation appeal  for investors with an appropriate time horizon  or are more positive on the commodity in the near term,\" analyst Paul Kaner says. AIC Mines ended Monday at A$0.325. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AIC":"Arlington Asset Investment Corp","A1M.AU":"AIC MINES LTD","BK7095":"多种金属与采矿"},"translate_title":"AIC矿业牛市对资本支出增长感到惊讶——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIC":1,"A1M.AU":0.9},"content_text":"1846 ET - - Ord Minnett trims its price target on AIC Mines 6%, citing higher capex in FY 2026 than forecast. AIC Mines is at the start of a capital-intensive 18 months with growth in its capex forecast some 39% higher than Ord Minnett expected. The aim is to deliver a step change in production. AIC Mines hopes to lift annual copper output by around 7,000 tons by FY 2028. Ord Minnett retains a speculative buy call on AIC Mines, but lowers its price target to A$0.45/share. \"We continue to see valuation appeal (0.9x price-to-net asset value) for investors with an appropriate time horizon (+1 year) or are more positive on the commodity in the near term,\" analyst Paul Kaner says. AIC Mines ended Monday at A$0.325. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 28, 2025 18:46 ET (22:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}