TSE:LUN

Lundin Mining Corp. (LUN.TO)

33.45
-1.05 (3.04%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
179 watching
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Investor Insights
star iconSep 11, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Experts have mixed opinions on Lundin Mining Corp. (LUN-T), particularly in the context of the copper market. While some see it as a strong long-term play due to its solid management and balance sheet, there are warnings about potential pullbacks in the near term as 'smart money' has begun selling. The consensus indicates that, despite strong past performance, the stock might be a bit extended. There's a general acknowledgment of the cyclicality in the copper sector, which could affect short-term performance. Nevertheless, Lundin Mining is noted for its strategic position in a market where demand may eventually outstrip supply.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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TECK.B
COMMENT
A very volatile stock. Not for the faint of heart. Right now, metal inventories are loosening up. Would not like to see it trade below $12.20/$12.10.
DON'T BUY
Have done a brilliant job of getting short life zinc producers and now with their multiple, they can acquire and fill in the gaps in their enterprise value. He hopes it will consolidate here and then start growing again, but it might take some time.
DON'T BUY
Making acquisitions, so their balance sheets will be changing a lot. Blowing up a balance sheet with a lot of goodwill is a negative for his model price calculations. Current model price is $30.93, 129% positive differential.
DON'T BUY
The market is going into a corrective phase right now. Hasn't been as great a performer as some of the other names. Long-term, this is a great company and has a history of creating value. Dead money in the short term.
DON'T BUY
He has noticed that many of the smaller and mid-cap mining stocks are getting much more volatile.
COMMENT
Bearish on copper and nickel, and feels this stock will go down because of it. Believes that the demand is overstated, and the copper and nickel is in surplus.Superb management team. This is the type of company that can get bought up. They are building it to sell it.
COMMENT
Some of the base metals are going to have a little bit of a seasonal falloff. He has been reducing this sector. Should pick up again in the fall. This company has been acquiring assets at a fairly brisk pace. Quarterly report was a little disappointing in costs.
SELL
One of the very few mining companies that have negative estimate revisions. Would prefer others.
DON'T BUY
Model price of $36.59. 167% positive differential. Need more positive earnings to get things moving. Used to own it, but finding value elsewhere.
COMMENT
Has an interesting strategy and are doing a lot of acquisitions. Replacing the Falconbridges and Incos. Cycle is coming to a peak. There’s a bit of a risk they may have paid up for their acquisitions, but it’s a smart strategy to become a takeover target.
COMMENT
Made a number of acquisitions and will continue to do so. If you like the metals space this is a company that is aggressively trying to grow. There are integration risks and they are working off limited operating experiences.
BUY
His target price is around $33, a double from where it is now.
BUY
Has properties in Sweden and Portugal. Acquiring Rio Narcea (RNG-T) for the nickel content. Likes the company.
BUY ON WEAKNESS
Merged with Denison recently. Presume they are going to continue to make acquisitions and will continue to be a leader.
DON'T BUY
This is a company that wants to make acquisitions. You want to own the companies that are being acquired.
Showing 151 to 165 of 175 entries