TSE:VNP

5N Plus (VNP.TO)

35.00
-0.41 (1.16%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
63 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

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

5N Plus (VNP-T) is a company focused on the extraction and processing of rare and critical minerals, which are essential for various advanced technologies, including components for satellites and solar panels. The company is capitalizing on a promising growth trajectory thanks to substantial contracts with major solar firms, notably First Solar (FSLR) in the U.S., and the recent revival in the solar market driven by lower prices. As the demand for solar products continues to rise, 5N Plus finds itself in a unique position with limited competition on a global scale. With robust financials and the potential for expanding both revenue and earnings, 5N Plus is seen as an exciting investment opportunity in a niche but critical market segment.

consensus icon
Consensus
Positive
valuation icon
Valuation
Undervalued
review icon
Similar
Cree, CREE
BUY
Not part of his database. Analysts are expecting 40% growth going forward for the solar industry. Provide product to First Solar (FSLR-Q), which has the lowest cost per watt. New European plant delayed but expected to come on stream in June. First Solar has a new plant coming on in 6 months, which should help dramatically. Biggest risk is their single customer reliance. Speculative.
BUY
Company appears to be doing well. The solar sector is exciting but it is a highly speculative sector. There will be massive moves occurring on rumours. This would be his favourite in this sector.
TOP PICK
Solar panel play. Has an earnings potential of $.60 over the next 12 to 18 months. They are already profitable. Biggest customer is First Solar (FSLR-Q). Growing at 200% per year. Have a new application going into “phase change memory” to replace “flash memory” so they have a whole new market next year that could be just as big as solar.
TOP PICK
Take rare metals and refine them to a very high purity. Use them in solar panels as well as LED and Imaging technologies. Sales were up 39% last quarter, year-over-year. Gross margins went up 500 basis points and the net margin after tax was 18%. Now partnered with First Solar (FSLR-Q), which is building plants globally for solar panel production.
WAIT
Solar panel play. Got in on the IPO. Putting a plant in Germany along with the one they have in Quebec. Has done exceedingly well in just a few trading days and he has been taking some profits. Multiple is around 25X. Would wait for something down around six dollars.
Showing 31 to 35 of 35 entries