TSE:VNP

5N Plus (VNP.TO)

23.88
-0.29 (1.20%)
as of Sep 2, 2026, 8:00:00 pm Market Open.
63 watching
0
Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

5N Plus (VNP-T) is a promising company that operates in the niche market of rare and critical minerals, significantly contributing to the solar panel and satellite component sectors. With its recent acquisition of a space business in 2021, which has proven to be highly successful, the company is positioned well to benefit from the increasing demand for solar energy solutions, particularly as it has secured a major contract with a leading US solar company. Experts note that the company is sold out of solar panels through 2029, indicating strong market demand. As the government and industries recognize the potential of outer space and renewable energy, 5N Plus is expected to see continued growth, supported by a significant customer base including large US entities. Overall, the company’s EBITDA multiples suggest a strong future outlook amidst limited global competition.

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Consensus
Bullish
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Valuation
Fair Value
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BUY

Owns some in his TFSA. A recent holding. At $30, the EBITDA is 17-18x. Governments realize the value of outer space, an important frontier. They're sold out of solar panels through 2029. They supply one of the larger US companies solar panels. They just bought a space business in 2021 which was a home run.

BUY

It is a very interesting company involving rare and critical minerals from other parts of the world. It provides some components for satellites and solar panels so there is good growth in the end markets. It has a big contract with one of the big US solar companies. Not a lot of competition globally.

BUY

Big customer is FSLR in the US. Revival in solar products, becoming more attractive as prices have come down. Numbers continue to ramp up. Still room to expand on revenue and earnings. It is a very niche product.

WATCH

Based in Montreal. Supply specialty semiconductors and performance materials. Customers such as a manufacturer of solar panels. FSLR in the US, one of VNP's biggest customer, guided down. Stock dipped. Need to get a handle on tariff impact. Not growthy enough for him.

WATCH
Volatile. Not easy to understand. Engineered materials mainly for the solar industry. They've diversified. A recent acquisition may be transformative, wait and see. Hold if you own it. He's revisiting it. He prefers NEO, as a cheap way to play the EV market.
TOP PICK

5.75% June 30/19. Rare earths and metals. Short term (5 years). A little over 6% yield now.

PAST TOP PICK

(A Top Short Jan 27/12. Up 55.89%.) Supply materials and components into the solar sector. Solar sector relies on subsidies and is not economic without it. He is pretty much out of this one now.

PAST TOP PICK

(Top Pick Aug 26/11, Down 79.18%) Did a massive acquisition that didn’t work out. Should be good opportunities for lead free paint in Europe next year. It will still be tough sledding for the company, which is why he sold it 8 months ago for a 28% loss.

DON'T BUY
He is still short the stock. The problem with this company is the balance sheet. Made a major acquisition of some of the raw materials that go into the solar supply chain but took on a significant amount of debt. Solar industry has been in serious decline.
TOP PICK
Top Short Solar business has just been a disaster in the last year. This company provides components and some of the raw materials into this sector. Collapsing prices and subsidies disappearing. Cheap natural gas is a clean alternative to solar. Have a lot of debt.
TOP PICK
Originally specialized in tellurium and cadmium telluride the core guts of what is used in solar cells. Acquired a company in April, which diversifies them into other industry products. Just reported earnings, which were very significant. Sales growth up over 460%. 15% ROE. Dirt cheap.
PAST TOP PICK
(A Top Pick Mar 24/09. Down 9.31%.) Still a Buy.
DON'T BUY
Solar energy space is interesting but is a bit pricey and he is not interested in playing this area today.
TOP PICK
Primary material supplier to First Solar. There are other potential customers lining up. There virtually have no competition. Tremendous balance sheet, lots of cash.
BUY
(Market Call Minute.) They supply cadmium telluride, the key material to First Solar (FSLR-Q). Thin-film variety of solar technology and has no silicon in it.
Showing 1 to 15 of 36 entries

5N Plus (VNP.TO) Frequently Asked Questions

What is 5N Plus stock symbol?

5N Plus is a Canadian stock, trading under the symbol VNP.TO (previously VNP-T on Stockchase) on the Toronto Stock Exchange (VNP-CT). It is usually referred to as TSX:VNP or VNP.TO

Is 5N Plus a buy or a sell?

In the last year, 3 stock analysts issued a Buy, Sell, or Hold rating on VNP.TO (previously VNP-T on Stockchase). 3 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is BUY. Read the latest stock experts' ratings for 5N Plus.

Is 5N Plus a good investment or a top pick?

5N Plus was recommended as a Top Pick by Jamie Murray on 2026-08-18. Read the latest stock experts ratings for 5N Plus.

Why is 5N Plus stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for 5N Plus.

Is 5N Plus worth watching?

5N Plus is followed by 63 investors on Stockchase and is a trending stock that is worth watching.

What is 5N Plus stock price?

On 2026-09-02, 5N Plus (VNP.TO) stock closed at a price of $23.88.

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5(3)
Based on 3 expert opinions: 3 buy 0 hold 0 sell