AMG Critical Materials NV
XMUN:ADG
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AMG Critical Materials NV
AMG Critical Materials NV engages in the manufacture and market of specialty metals and metallurgical vacuum furnace systems and provision of engineering services. The company is headquartered in Amsterdam, Noord-Holland and currently employs 3,600 full-time employees. The company went IPO on 2007-07-11. The firm is active in three reporting segments: AMG Clean Energy Materials (CEM), which combines recycling and mining operations, producing materials: the vanadium, lithium, and tantalum for infrastructure and energy storage solutions; AMG Critical Minerals (CMI), which consists of mineral processing operations in graphite, silicon metal and antimony; AMG Critical Materials Technologies segment (CMT) consist of vacuum furnace technology line with high-purity materials and produces titanium aluminides, titanium alloys, and chrome metal. The Company’s products are used for critical components in the aerospace, energy, electronics, optics, chemical, construction, and transportation industries.
AMG Critical Materials NV engages in the manufacture and market of specialty metals and metallurgical vacuum furnace systems and provision of engineering services. The company is headquartered in Amsterdam, Noord-Holland and currently employs 3,600 full-time employees. The company went IPO on 2007-07-11. The firm is active in three reporting segments: AMG Clean Energy Materials (CEM), which combines recycling and mining operations, producing materials: the vanadium, lithium, and tantalum for infrastructure and energy storage solutions; AMG Critical Minerals (CMI), which consists of mineral processing operations in graphite, silicon metal and antimony; AMG Critical Materials Technologies segment (CMT) consist of vacuum furnace technology line with high-purity materials and produces titanium aluminides, titanium alloys, and chrome metal. The Company’s products are used for critical components in the aerospace, energy, electronics, optics, chemical, construction, and transportation industries.
EBITDA Growth: Adjusted EBITDA rose 58% to $64 million, driven by strong results in AMG Technologies and a one-time $5 million settlement.
Guidance Raised: Full-year adjusted EBITDA guidance increased from EUR 200 million to EUR 220 million or more, benefiting from a larger antimony inventory tailwind.
Graphite Sale: AMG finalized the sale of its graphite business for about $55 million in net cash proceeds, emphasizing portfolio streamlining.
Project Pipeline: Multiple US expansion projects are underway, including a new chrome metal plant, capacity additions for titanium alloys, and feasibility for antimony and tantalum/niobium plants.
Lithium & Vanadium Pressure: Lithium and vanadium segments remain challenged by low prices and reduced volumes, but management expects recovery and maintained profitability.
Cash Flow Outlook: Free cash flow was negative in Q3 due to inventory build and shipping delays, but management expects a positive swing in Q4.
Liquidity & CapEx: AMG ended Q3 with $544 million net debt and $419 million in total liquidity, with expected 2025 capital expenditures of $75–100 million.
