TSE:VNP

5N Plus (VNP.TO)

38.38
-1.32 (3.32%)
as of Jun 26, 2026, 6:30:31 pm Market Open.
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Investor Insights
star iconJun 26, 2026, 12:00 am

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

5N Plus is an intriguing company operating in the rare and critical minerals sector, leveraging its unique position to supply essential components for satellite technology and solar panels. The company's strategic partnerships, particularly with notable players like First Solar (FSLR) in the U.S., enhance its potential as the solar market experiences a revival driven by declining costs. With a strong customer base and limited global competition, 5N Plus seems well-positioned for growth, especially as demand for its niche products increases. The company's financial metrics are showing positive trends, suggesting room for revenue and earnings expansion in the future. Overall, the prospects for 5N Plus appear promising, with significant opportunities on the horizon.

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Consensus
Positive
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Valuation
Undervalued
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NexEraEnergy,NEE
DON'T BUY
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.
TOP PICK
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.
PAST TOP PICK
(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.
COMMENT
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.
COMMENT
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.
BUY
(Market Call Minute.) Just came out with $.10 of earnings. Very cheap at 9X earnings.
BUY
(Market Call Minute.) Can't believe where it is. It's a definite buy here with First Solar (FSLR-Q) knocking the lights out.
BUY
(Market Call Minute.) Solar is the place to go. In a diversified portfolio it’s a good buy.
BUY
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.
HOLD
Watch the lows. You don't want it to take out the lows. Be patient with it.
DON'T BUY
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%.
BUY
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.
COMMENT
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.
BUY
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.
PARTIAL BUY
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.
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