América Móvil(AMX)

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Amer Movil (AMX) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-10-10 17:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...
Are Computer and Technology Stocks Lagging America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) This Year?
ZACKS· 2025-10-09 14:40
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is Amer Movil (AMX) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Amer Movil is a member of our Computer and Technology group, which includes 606 different companies and currently sits at #3 in the Zacks Sector Rank. The Zacks Sector Rank ...
America Movil's Claro in advanced talks to buy Desktop, Brazil Journal reports
Reuters· 2025-10-07 19:41
Telecom operator Claro, owned by Mexico's America Movil , is in advanced talks to buy Brazilian internet provider Desktop , news outlet Brazil Journal reported on Tuesday, citing two sources. ...
Amex Exploration Perron Gold Project Delivers Strong Economics in Updated PEA
Newsfile· 2025-09-04 07:00
Core Viewpoint - Amex Exploration Inc. has released an updated Preliminary Economic Assessment (PEA) for its Perron gold project, indicating strong economic potential with a post-tax IRR of 70.1% and a post-tax NPV of C$1,085 million at a gold price of US$2,500 per ounce [4][5][48]. Economic Highlights - The updated PEA incorporates the latest Mineral Resource Estimate and a new project development strategy, assuming a gold price of US$2,500/oz and a C$/US$ exchange rate of 1.38:1 [4][48]. - Cumulative undiscounted post-tax cash flow is projected at C$1,768 million, with C$1,273 million expected over the first 10 years of production [5][48]. - Average gold production is estimated at 112,000 ounces per year for the first 10 years, with a life of mine (LOM) total production of 1.66 million ounces [8][44]. Production Strategy - The project will be developed in two phases: Phase 1 involves a 4-year toll milling operation with a capacity of 1,000 tonnes per day (tpd), while Phase 2 will establish a 2,000 tpd on-site processing plant [6][21]. - Initial capital expenditure for Phase 1 is estimated at C$146.1 million, netting to C$77.5 million after accounting for pre-production revenues of C$68.6 million [36][48]. - The staged production strategy aims to minimize shareholder dilution and accelerate time to revenue, targeting production commencement in 2028 [6][7]. Financial Analysis - At a base case gold price of US$2,500/oz, the project generates a post-tax NPV of C$1,085 million and a post-tax IRR of 70.1%, with a payback period of 1.4 years [48][49]. - Sensitivity analysis shows that at a spot price of US$3,400/oz, the post-tax NPV increases to C$1,841 million and the IRR to 107.6%, with a payback period of 0.4 years [49][50]. Operating Costs - The LOM total operating cost is estimated at US$891 per ounce of gold produced, placing the project in the bottom quartile of the global gold cost curve [44][48]. - The average all-in sustaining cost (AISC) is projected at US$1,061 per ounce over the mine's life [44][48]. Infrastructure and Workforce - The project is located approximately 6.5 kilometers from Normétal, Quebec, and will require various infrastructure developments, including a processing plant and water management facilities [27][30]. - During steady-state operations, the workforce is expected to peak at 272 employees during Phase 1 and 335 during Phase 2 [31]. Environmental and Permitting - The project will undergo an environmental impact assessment as required by regulations, with ongoing studies to identify key environmental and social risks [56][57]. - Specific provincial and federal permits will be required for various project components once the environmental assessment is completed [58]. Stakeholder Engagement - The company has established a relationship of trust with the Abitibiwinni First Nation and prioritizes stakeholder engagement and communication throughout the project development [59][60]. Exploration Update - Amex has expanded its land holdings with the acquisition of the Perron West property, enhancing its exploration plans in the Normétal-Burntbush greenstone belt [61][62]. - Ongoing surface exploration work includes soil sampling and geological mapping, with results expected to inform future drilling programs [63].
América Móvil(AMX) - 2025 H2 - Earnings Call Presentation
2025-08-28 22:00
Financial Performance - Operating revenue decreased by 3.4% from $24.75 million in FY24 to $23.90 million in FY25[13, 15] - MetroMap subscription revenue increased by 11.5% to $9.57 million in FY25[12, 14, 18, 65, 68] - Subscription revenue now contributes 40% of total revenue[12, 65] - MetroMap Annual Contract Value (ACV) grew by 12.8% to $10.56 million[13, 14, 16, 18, 65, 69] - 3D revenue increased significantly by 78.4% to $1.53 million[14, 29, 65] - LiDAR revenue decreased by 22.8% to $10.92 million[25, 65] - EBITDA increased by 19.8% from $2.89 million in FY24 to $3.46 million in FY25[13, 68, 70] Strategic Focus - The company is focused on scaling revenue and driving cash generation[66] - Key focus areas for FY26 include driving ACV and off-the-shelf sales for MetroMap, building the MetroMap Program Partner model, and product enhancements[57, 61] - The company aims to build and accelerate the opportunity pipeline for LiDAR and explore new market opportunities in renewables and carbon farming[58, 61] - For Global 3D, the company plans to pursue Australian project opportunities and continue to build awareness and capability in international markets[59, 61]
Amer Movil (AMX) Up 6.6% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-08-21 16:31
Core Viewpoint - America Movil reported a significant year-over-year increase in net income for Q2 2025, although it fell short of consensus estimates, indicating mixed performance in the telecommunications sector [2][3]. Financial Performance - Net income per ADR for Q2 2025 was 38 cents, compared to a net loss of 2 cents in the same quarter last year, but missed the Zacks Consensus Estimate of 49 cents [2]. - Total quarterly revenues increased by 13.8% to Mex$233,785 million, driven by growth in both Service and Equipment segments [4]. - Service revenues reached Mex$198,540 million, up 13.4% year over year, while Equipment revenues rose 17.3% to Mex$32,911 million [4]. - Comprehensive financing costs decreased by 80.8% to Mex$7,729 million from Mex$40,210 million in the prior year [3]. - Total costs and expenses rose by 15.5% to Mex$141,375 million, while EBITDA increased by 11.2% to Mex$92,409 million, resulting in an EBITDA margin of 39.5% [10]. Subscriber Growth - America Movil gained 1.7 million wireless subscribers in Q2 2025, including 2.9 million postpaid subscribers, with Brazil contributing the most at 1.4 million [5]. - The company experienced a net loss of 1.1 million prepaid subscribers, primarily due to disconnections in Brazil, Chile, and Honduras [5]. Regional Performance - Colombia's revenue grew by 7.6% year over year, driven by a 6.1% increase in service revenue, with strong performance in both fixed and mobile platforms [7]. - Argentina's revenues reached ARS 633,865 million, a 9.9% increase year over year, supported by improved economic conditions [8]. - Central America's revenues increased by 10.1% to $721 million, with growth in both Service and Equipment revenues [9]. Liquidity and Debt - As of June 30, 2025, America Movil had Mex$92,730 million in cash and short-term investments, alongside long-term debt of Mex$453,681 million [12]. Market Outlook - Estimates for America Movil have been trending upward, with a 28.57% shift in consensus estimates over the past month [13]. - The company holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [15].
Amex Exploration Completes Final Tranche of C$37.25 Million Private Placement
Newsfile· 2025-08-13 11:00
Montreal, Quebec--(Newsfile Corp. - August 13, 2025) - Amex Exploration Inc. (TSXV: AMX) (FSE: MX0) (OTCQX: AMXEF) ("Amex" or the "Company") is pleased to announce that it has completed the second and final tranche of an oversubscribed non-brokered private placement, previously announced on July 17, 2025 and August 7, 2025, of 1,877,000 common shares of Amex at a price of C$1.60 per share for aggregate gross proceeds of C$3,003,200 (the "Final Tranche"). Together with the first tranche of the offering compl ...
América Móvil: A Core Holding For LatAm Telecom And Tech Trends
Seeking Alpha· 2025-07-27 03:59
Core Insights - The article emphasizes the importance of value investing in companies with solid long-term potential, highlighting a strategic approach for individual investors [1]. Group 1 - The individual investor has over five years of experience in personal investing and holds a PhD in Economics, indicating a strong educational background [1]. - The investment strategy focuses on identifying value companies, which suggests a preference for stocks that are undervalued relative to their intrinsic worth [1]. - The investor shares knowledge and analysis to support the community of individual investors, reflecting a commitment to educating others in the investment space [1]. Group 2 - There is a clear disclaimer stating that the author has no financial positions in the companies mentioned, ensuring objectivity in the analysis presented [2]. - The article expresses personal opinions and does not constitute financial advice, which is crucial for readers to understand the nature of the content [2]. - The disclosure from Seeking Alpha reiterates that past performance does not guarantee future results, emphasizing the inherent uncertainties in investment decisions [3].
América Móvil(AMX) - 2025 Q2 - Quarterly Report
2025-07-24 22:38
Washington, D.C. 20549 AMÉRICA MÓVIL, S.A.B. DE C.V. (Exact Name of the Registrant as Specified in its Charter) America Mobile (Translation of Registrant's name into English) Lago Zurich 245 Plaza Carso / Edificio Telcel, Piso 16 Colonia Ampliación Granada, Alcaldía Miguel Hidalgo 11529, Mexico City Mexico (Address of principal executive office) UNITED STATES SECURITIES AND EXCHANGE COMMISSION FORM 6-K REPORT OF A FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF ...
América Móvil(AMX) - 2025 Q2 - Earnings Call Transcript
2025-07-23 16:02
Financial Data and Key Metrics Changes - The second quarter revenue totaled ARS $234 billion, reflecting a 13.8% year-on-year increase, partly due to the depreciation of the Mexican peso against other currencies [9][12] - EBITDA was ARS 92.4 billion, up 11.2% in Mexican peso terms and 5.1% at constant exchange rates [12] - Net profit for the quarter was ARS 22.3 billion, equivalent to ARS 37 per share and ARS 38 per ADR [13] - Net debt fell by ARS 7.3 billion over six months to June, with CapEx amounting to ARS 54.9 billion [13][14] Business Line Data and Key Metrics Changes - The company added 2.9 million postpaid clients, with Brazil contributing 1.4 million [7] - Prepaid platform recorded net disconnections of 1.1 million subscribers, but overall wireless subscribers increased by 1.7 million [8] - Fixed line segment gained 462,000 broadband accesses, with significant contributions from Mexico [8] - Postpaid service revenue expanded by 9.5%, while prepaid ARPU in Mexico climbed by 2.2% [10][11] Market Data and Key Metrics Changes - The U.S. Dollar depreciated against most currencies in the region, impacting revenue growth positively [7] - The company experienced strong revenue performance across various countries, particularly in Mexico and Colombia [10][11] Company Strategy and Development Direction - The company is focusing on improving network quality and expanding coverage in Brazil, which has led to strong postpaid revenue growth [20][22] - The new telecommunications law in Mexico introduces regulatory changes that may impact competition and operational strategies [23][24] - The company aims to maintain its CapEx targets around ARS 6.7 billion to ARS 6.8 billion for the year [34] Management's Comments on Operating Environment and Future Outlook - Management noted that the economic activity in Mexico is starting to grow, which is expected to positively impact revenue in the coming quarters [37] - The competitive environment remains aggressive, but the company believes it has a strong network and customer care to sustain its market position [36][38] - Consolidation in markets like Colombia is anticipated to lead to more rational competition [46] Other Important Information - The company reported a significant increase in broadband net adds due to enhanced commercial efforts and a high percentage of customers connected with fiber [57] - A litigation provision in Colombia was booked, affecting margins, but management indicated that the case is closed and payments will be made until the end of the year [59][60] Q&A Session Summary Question: Comments on the Brazilian mobile environment and revenue drivers - Management highlighted strong performance in postpaid due to network quality improvements and successful commercial strategies [19][20] Question: Insights on regulatory changes in the Mexican telco framework - Management discussed the new telecommunications law and its implications for competition and operational strategies [23][24] Question: Outlook for Mexico's economic activity and competitive environment - Management noted that economic activity is trending positively, with no significant changes in competition compared to the previous year [36][37] Question: Expectations for labor obligations and outflows - Management indicated that labor obligations will not see major changes compared to the previous year [44] Question: Dynamics of market consolidation in Colombia - Management expressed optimism about consolidation leading to more rational competition [46] Question: Comments on Bait's performance and market competition - Management acknowledged improvements in their prepaid segment while noting challenges in comparing with competitors like Bait [52][54] Question: Acceleration in broadband volumes in Mexico - Management attributed broadband growth to increased sales force and customer retention efforts [57] Question: Details on litigation provision in Colombia - Management confirmed that the provision is for a closed case and payments will be made until the end of the year [59][60]