Investment Strategy - The company focuses on identifying high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 2-3 times outweighing the downside risk [1] - The investment methodology includes leadership and management analysis, market disruption and competitive positioning, financial health and risk management, valuation and asymmetric risk/reward, and portfolio construction and risk control [1] Leadership & Management Analysis - Proven track record in scaling businesses is essential for investment decisions [1] - Smart capital allocation and insider ownership are key factors [1] - Consistent revenue growth and credible guidance are prioritized [1] Market Disruption & Competitive Positioning - A strong technology moat and first-mover advantage are critical for success [1] - Network effects that drive exponential growth are sought after [1] - Market penetration in high-growth industries is a focus area [1] Financial Health & Risk Management - Sustainable revenue growth with efficient cash flow is a priority [1] - A strong balance sheet and long-term survival runway are essential [1] - Avoiding excessive dilution and financial weakness is emphasized [1] Valuation & Asymmetric Risk/Reward - Revenue multiples compared to peers and DCF modeling are used for valuation [1] - Institutional backing and market sentiment analysis are considered [1] - Ensuring downside protection with significant upside potential is a key strategy [1] Portfolio Construction & Risk Control - Core positions (50-70%) consist of high-confidence, stable plays [1] - Growth bets (20-40%) are high-risk, high-reward opportunities [1] - Speculative investments (5-10%) are aimed at moonshot disruptors with massive potential [1]

Core Viewpoint - Hudbay Minerals Inc. is actively responding to the wildfire situation in northern Manitoba, prioritizing employee safety and compliance with evacuation orders while maintaining essential operations in the region [1][2][3] Group 1: Company Operations - Hudbay has ceased active mine production in Flin Flon following the closure of the 777 mine in 2022, but continues care and maintenance activities [1] - Operations in Snow Lake, located approximately 200 kilometers east of Flin Flon, are expected to see temporary reduced production levels due to a significant portion of the workforce residing in Flin Flon [2] - The company has paused exploration activities in the Flin Flon and Snow Lake regions as fire mitigation efforts are underway [2] Group 2: Community and Employee Support - Hudbay is securing additional accommodations in Snow Lake for evacuated employees and their families [7] - The company is deploying trained emergency personnel to assist with firefighting efforts and maintaining communication with local authorities regarding available resources for emergency response [7] - Hudbay emphasizes its commitment to the safety of employees, their families, and the communities it serves during this challenging time [3] Group 3: Company Profile - Hudbay is a copper-focused mining company with operations in Canada, Peru, and the United States, producing copper as its primary metal along with gold, zinc, silver, and molybdenum [6][8] - The company has a growth pipeline that includes several projects in tier-one mining-friendly jurisdictions, such as the Copper World project in Arizona and the Mason project in Nevada [8] - Hudbay's mission is to create sustainable value and strong returns by leveraging its strengths in community relations, exploration, mine development, and efficient operations [9]

Hudbay did not have a NCIB in place during the 12-month period preceding the date hereof, and accordingly, no Shares were repurchased or cancelled during that period. TORONTO, May 28, 2025 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. ("Hudbay" or the "company") (TSX, NYSE: HBM), announced today that the Toronto Stock Exchange (the "TSX") has approved its notice of intention to commence a normal course issuer bid ("NCIB") for its common shares ("Shares"). The NCIB will be made in accordance with the requirements ...

Management's Discussion and Analysis of Results of Operations and Financial Condition For the three months ended March 31, 2025 May 9, 2025 TABLE OF CONTENTS | I | n | t | r | o | du | c | t | i | o | n | 1 | H | u | db | a | y's | B | u | s | i | n | e | s | s | 1 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...

For the quarter ended March 2025, HudBay Minerals (HBM) reported revenue of $594.9 million, up 13.3% over the same period last year. EPS came in at $0.24, compared to $0.16 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $518.52 million, representing a surprise of +14.73%. The company delivered an EPS surprise of +140.00%, with the consensus EPS estimate being $0.10.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...

分组1 - HudBay Minerals reported quarterly earnings of $0.24 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and up from $0.16 per share a year ago, representing an earnings surprise of 140% [1] - The company posted revenues of $594.9 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 14.73%, compared to year-ago revenues of $524.99 million [2] - HudBay Minerals has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates three times during the same period [2] 分组2 - The stock has underperformed the market, losing about 4.8% since the beginning of the year, while the S&P 500 declined by 3.8% [3] - The current consensus EPS estimate for the coming quarter is $0.14 on revenues of $529.95 million, and for the current fiscal year, it is $0.51 on revenues of $2.11 billion [7] - The Zacks Industry Rank for Mining - Miscellaneous is currently in the bottom 39% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Analysts on Wall Street project that HudBay Minerals (HBM) will announce quarterly earnings of $0.11 per share in its forthcoming report, representing a decline of 31.3% year over year. Revenues are projected to reach $521.22 million, declining 0.7% from the same quarter last year. The consensus EPS estimate for the quarter has been revised 4% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this ...

Core Insights - Hudbay Minerals Inc. reported significant achievements in 2024, demonstrating the strength of its operations and project pipeline, while also focusing on sustainability and community engagement [2][10]. Financial Performance - The company met and often exceeded its consolidated production and cost goals for 2024, improving its balance sheet by reducing debt and enhancing free cash flow [2]. - Hudbay's commitment to cost discipline has created value for shareholders [2]. Operational Achievements - Significant permitting milestones were achieved, extending the life of existing operations and creating opportunities for new mines [2]. - The company launched the "Unidas" program in Peru to foster inclusion and support for women in the workplace [5]. Health and Safety - Hudbay's health and safety performance in Peru achieved level AAA ratings across all indicators, with British Columbia and Manitoba also showing strong performance [5]. - A critical risk management program was implemented to eliminate injuries and fatalities [5]. Community Engagement - Hudbay engaged in over 7,500 interactions with more than 3,480 local stakeholders in 2024, focusing on building constructive relationships [6]. - The company created an Indigenous relations strategy in Manitoba to guide efforts towards economic reconciliation [8]. Environmental Commitment - Hudbay's climate change strategy includes specific GHG emissions reduction targets for each business unit, aiming for a 99% reduction in Scope 2 emissions intensity in Peru by 2030 [9]. - The company received level AAA ratings for biodiversity conservation in Peru and Manitoba, reflecting its commitment to sustainable practices [9]. ESG Performance - Hudbay earned an "A" overall ESG rating in MSCI's latest annual ranking, placing it in the "Leaders" category for effective management of ESG risks [9].

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TORONTO, April 30, 2025 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay” or the “Company”) (TSX, NYSE: HBM) is pleased to announce the completion of the previously announced acquisition of Mitsubishi Materials Corporation’s (“MMC”) 25% interest in Copper Mountain Mine (BC) Ltd. (the “Transaction”). As a result of the Transaction, Hudbay now owns 100% of the Copper Mountain mine. Hudbay has made the initial US$4.5 million cash payment to MMC with the remaining deferred and contingent cash payments to be ma ...