First Quantum Minerals (FM.TO) Buy, Sell or…

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First Quantum Minerals (FM.TO)

48.37

+0.40 (0.83%)

as of Aug 27, 2026, 8:00:00 pm Market Open.

118 watching

Investor Insights

Aug 27, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

First Quantum Minerals (FM-T) is a prominent player in the copper mining sector, exhibiting a significant correlation with copper prices, which are critically influenced by demand from sectors like data centers. Despite an underlying positive trend, the company's stock has faced volatility due to commodity pricing and political risks. Some analysts view the prospect of recovering supply from a major mine that has been shut for nearly three years as a potential positive for the company's future. However, opinions vary, with some experts preferring other options in the copper space amid ongoing cycles of demand and supply. Overall, FQML's performance remains vital in a market where copper is essential across a range of applications, suggesting a complex investment landscape ahead.

Consensus

Mixed

Valuation

Fair Value

Similar

LUN

SELL

There comes a downside point when you have to decide whether to sell it all or, if your conviction is still there, to double up. No sense sitting around if your viewpoint's changed or if you have a higher conviction. Constitutional challenges in the courts in Panama, winding down operations, so it's quite a material issue.

Move on to something with more visibility that lets you sleep at night. Why fight this uphill battle? This is not a technical mining issue. Company can't control the social, political, or judicial outcomes.

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SELL

Too much political uncertainty to justify investment. Good for tax loss sellers. Too risky to justify investment.

DON'T BUY

Steer clear, despite dramatic drop. Lots of news yet to unfold. You don't know what you're getting. Panama mine represents 60% of company's value. Look for mining in a friendlier jurisdiction.

BUY ON WEAKNESS

Really likes copper stocks for this year, poised to perform. Took out November-December highs. Next target is June 2022 highs, around $40-41. Based, took a leg higher, consolidated, broke out.

TOP PICK

Copper is in such tight supply. It's needed for the green revolution and de-carbonization. New 20-year agreement resolves a lot of recent issues and drama. Reasonable 14.6x 2024 for an estimated 38% EPS growth rate. If we don't have a soft landing, this name will misfire. When, not if, we have a soft landing, this name will really participate. More of a satellite holding, not core. Yield is 0.79%.

(Analysts’ price target is $32.02)

BUY ON WEAKNESS

Hard to determine future of business. Fighting governments of country it does business in. Wait until business stabilizes. Wait to buy. Other copper stocks available with more certainty and financials.

BUY

Likes it a lot. Long-term support at current levels. Copper is participating in the higher for longer cycle. Close your eyes, and buy here. Looks like it wants to go higher. Look to trim in mid-late 2024.

WAIT

Copper chart not giving off the warm and fuzzies right now, often thought of as a warning of economic slowdown. Not interested till copper picks up. Valuation not great. Rent it when you get a hint that the next bull market is on.

BUY ON WEAKNESS

12 month outlook hard to predict. Copper production in Central America. Demand for copper will be strong in the long term. Political risk in countries the company operates is uncertain. Well managed company. Good long term investment.

DON'T BUY

He owns no copper producers. Where the economy goes, so does copper--and the economy is slowing down globally. This doesn't bode well for copper demand, and FM is strongly linked to copper prices. Don't catch a falling knife (copper stocks).

HOLD

Copper is a China recovery story, but it's still in lockdown. Demand for copper, iron ore, and energy is below optimal global levels. If you're of the view that China will exit Covid in the next 12 months, owning copper here would make some sense, even if you're underwater. China's announced a big infrastructure plan.

PAST TOP PICK

(A Top Pick Feb 05/21, Up 49%) Benefited from move in copper, and silver and gold should follow.

BUY

Commodities were in a 10-year bear market and only recently reversed. FCX has been the leader, and has just pulled back and is set for another leg up. He also owns HBM. All of these will benefit, as we're in a deficit of copper and will be for quite some time. EVs use more copper than traditional vehicles. Should be core in a portfolio.

WEAK BUY

Copper has been strong in this market. Copper stands out in the commodity landscape. It takes a long time to add supply of copper into the market. This one should benefit, but it is really driven by the commodity. This stock screens very well, but she has more on the iron ore and lumber areas.

TOP PICK

A copper play. The price of copper is breaking out and it signals that currency devaluation is happening. Has not bought it yet but is looking to get in. (Analysts’ price target is $26.74)

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