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5N Plus (VNP.TO)

TSE:VNP

5N Plus (VNP.TO)

40.85
-2.44 (5.64%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

5N Plus is a company that specializes in rare and critical minerals, playing a vital role in the production of components for solar panels and satellites. The company has secured significant contracts, particularly with a leading U.S. solar firm, positioning it well within a sector that is experiencing a resurgence due to declining prices and increasing demand for solar products. Experts highlight the limited competition in the niche market where 5N Plus operates, suggesting that it has significant potential for revenue and earnings growth. With a growing customer base, including major clients like First Solar (FSLR), 5N Plus appears to be on a trajectory of continuous expansion, bolstered by favorable market conditions.

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Consensus
Positive
valuation icon
Valuation
Undervalued
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DON'T BUY

5N Plus(VNP.TO)

Apr 07, 2009
One of the best companies in this sector. Produce the product that goes into solar panels. Made close to 30% net margin after taxes last quarter. Extremely well run. Because energy prices have come down, and no one can finance new projects demand for solar panels has dropped dramatically. Sold his holdings because of the risk for the next few quarters.
Photo of Jean-Francois TardifJean-Francois Tardif
No
Unlock Rating
$5.73

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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TOP PICK

5N Plus(VNP.TO)

Mar 24, 2009
Key supplier to First Solar (FSLR-Q) for the thin-film version of the solar panel. Doesn't use sand, but cadmium telluride instead, which is rare and hard to come by. Have a virtual monopoly on this.
Photo of Peter HofstraPeter Hofstra
Owned
Unlock Rating
$5.80

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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PAST TOP PICK

5N Plus(VNP.TO)

Feb 12, 2009
(A Top Pick Jan 31/08. Down 20.4%.) Supplies First Solar (FSLR-Q) with specialty metals. Still growing and have a very tight relationship with the fastest growing solar company in the world. Still a Buy.
Photo of Peter HodsonPeter Hodson
Owned
Unlock Rating
$6.28

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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COMMENT

5N Plus(VNP.TO)

Jan 13, 2009
Make something like 30% net margins after tax. Short term negative is that finance has shut down for solar panels. Demand for solar panels is down substantially for 3rd quarter. Company could be affected in the short-term. Outstanding company for the long-term.
Photo of Jean-Francois TardifJean-Francois TardifUnlock Rating
$5.57

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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COMMENT

5N Plus(VNP.TO)

Dec 30, 2008
Not wild about wind or solar but the one exception is this company. They make thin-fill solar that economically works without a lot of help from the government. Well-capitalized and have cash. If he had to pick one solar company it would be this.
Photo of Duncan StewartDuncan Stewart
No
Unlock Rating
$4.66

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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BUY

5N Plus(VNP.TO)

Oct 17, 2008
(Market Call Minute.) Just came out with $.10 of earnings. Very cheap at 9X earnings.
Photo of Jean-Francois TardifJean-Francois TardifUnlock Rating
$4.08

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

other services
BUY

5N Plus(VNP.TO)

Aug 27, 2008
(Market Call Minute.) Can't believe where it is. It's a definite buy here with First Solar (FSLR-Q) knocking the lights out.
Photo of Peter HodsonPeter HodsonUnlock Rating
$7.53

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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BUY

5N Plus(VNP.TO)

Jul 15, 2008
(Market Call Minute.) Solar is the place to go. In a diversified portfolio it’s a good buy.
Photo of Jean-Francois TardifJean-Francois TardifUnlock Rating
$10.16

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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BUY

5N Plus(VNP.TO)

Jul 08, 2008
Strategic position in the solar industry is pretty secure. Producing material that goes into thin film. First Solar (FSLR-Q) is their biggest customer at 55%-60% of revenues. Could be a takeover.
Photo of Peter HodsonPeter Hodson
Owned
Unlock Rating
$10.01

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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HOLD

5N Plus(VNP.TO)

Jul 03, 2008
Watch the lows. You don't want it to take out the lows. Be patient with it.
Photo of Bill CarriganBill CarriganUnlock Rating
$10.60

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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DON'T BUY

5N Plus(VNP.TO)

Jun 18, 2008
Supplies cadmium telluride cells to First Solar (FSLR-Q). Fist Solar uses an extremely thin film process with a dramatically smaller amount of silicon compared to more conventional ones. Offsetting that is their low efficiency of 10% to 12% compared to what Arise Technologies (APV-T) of 15%.
Photo of Robert McWhirterRobert McWhirter
No
Unlock Rating
$12.25

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

other services
BUY

5N Plus(VNP.TO)

Jun 06, 2008
Solar cell silicon. Their primary customer is First Solar (FSLR-Q). With First Solar’s tremendous growth this company will continue to see a ramp up of its production. Has traded sideways and is probably a good point of entry. If Democrats get elected, the stock could easily double.
Photo of Brendan KyneBrendan KyneUnlock Rating
$10.48

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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COMMENT

5N Plus(VNP.TO)

May 12, 2008
He has been selling down. This is riding on a solar industry, which is dependent on all the players being able to continue to deliver their technology into a rather strange industry.
Photo of Michael SmedleyMichael Smedley
Owned
Unlock Rating
$10.72

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

other services
BUY

5N Plus(VNP.TO)

Apr 29, 2008
Refine rare metals into high purity. Extremely profitable today. Last quarter, the net margin after tax was 25%. Very important client to First Solar (FSLR-Q), which is the high-growth company in the solar business. Opening a 2nd plant in Germany.
Photo of Jean-Francois TardifJean-Francois Tardif
Owned
Unlock Rating
$11.11

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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PARTIAL BUY

5N Plus(VNP.TO)

Apr 18, 2008
This is one that he has struggled with because it is one of the best exposed companies for the solar industry but is a little bit expensive on an earnings basis. If you believe that the industry will grow at 30% or 50% per year for the next 10 or 20 years, which he does, this company will definitely prosper. Wouldn't make it an overweight holding.
Photo of Steve MartinSteve MartinUnlock Rating
$12.11

Stock price when the opinion was issued

$40.85

As of Jun 05, 2026. Market Open.

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