*JP Morgan, Outlook Future Performance on Amman Mineral*
By looking of global macroeconomic situation recently,
We still seeing $AMMN will get benefits from copper prices due to China Stimulus on their Real Estate while Cut Rates is the main factor to boost the copper prices and gold prices, both metals prices climb more higher and surpasses new prices,
We assume that the surge of AMMN shares price was a reflected of 2023 performance and second quarter performance previously, and AMMN more
likely to stable growth in the future.
However we see AMMN still has challenges on a threat going forward. Because of the end of the Phase 7 project will be reflected in the performance of the first quarter of 2025 (Q1 2025), which could result in a decrease in production and could have a negative impact on performance next year.
Previously, President Director of Amman Mineral Internasional (AMMN), Alexander Ramlie said that the company's performance in the first half of 2024 had reached its highest level in the last seven years.
We also see the statement of The Energy Minister Of Indonesia that the country may have an oversupply copper cathodes in 2025.
The demand for copper is expected to double by 2035, driven by investments in green technologies and the global economy.
kesimpulan :
JP Morgan Outlook Future Performance AMMN, Q1 2025 masih menjadi tantangan dan faktor pemberat bahwa result akan jauh di bawah ekspektasi lebih lagi bisa berujung menjadi negatif result.
- Faradilah 馃挅馃挅