TSE:LUN

Lundin Mining Corp. (LUN.TO)

33.87
-0.99 (2.84%)
as of Jul 13, 2026, 8:00:00 pm Market Open.
180 watching
0
Investor Insights
star iconJul 13, 2026, 12:00 am

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

Lundin Mining Corp. (LUN-T) continues to garner attention within the copper market, with experts highlighting its potential for significant upside, particularly in the long-term. However, some analysts caution that the stock appears somewhat extended at this moment, indicating a potential pullback is imminent. Despite this, there remains broad support for the overall bullish sentiment in copper, with predictions of future demand potentially outstripping supply. Recommendations suggest a diversified approach, weighing in on larger producers for cash flow alongside smaller firms like LUN, which may be poised for acquisition. Overall, while the current landscape suggests volatility is inevitable, Lundin Mining is viewed positively in the context of resource investments, particularly for those tolerant of market fluctuations.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
TECK.B
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.
COMMENT
Global zinc operations. Their strategy has always been to buy deposits in the worst part of the world, which eventually get restored. A consolidator.
Showing 151 to 165 of 174 entries