CENX Century Aluminum Co.

SO many stocks you can buy today as hard asset investor $CENX $UEC $AVAV $AGRO ☢️ Uranium • UUUU: $11 (1W: 🔴 -4.1%) | Wk Vol: 1.0x • UEC: $10 (1W: 🟢 +1.2%) | Wk Vol: 1.0x ⛏️ Metals & Miners • TGB: $8 (1W: 🔴 -4.7%) | Wk Vol: 0.8x • AG: $17 (1W: 🔴 -5.3%) | Wk Vol: 0.9x • SILJ: $26 (1W: 🔴 -3.3%) | Wk Vol: 0.9x • CENX: $36 (1W: 🟢 +0.2%) | Wk Vol: 0.9x 🚀 Tech & Defense • AVAV: $135 (1W: 🔴 -4.8%) | Wk Vol: 0.6x ↳ 🟢 BUY PREDICTED | 8-Wk Edge (Win: 68%, +7.5%) • ONDS: $7 (1W: 🔴 -3.5%) | Wk Vol: 0.6x • GMTL: $8 (1W: 🔴 -11.3%) | Wk Vol: 1.1x 🌾 Agri & Misc • AGRO: $11 (1W: 🟢 +5.4%) | Wk Vol: 0.8x • PPTA: $20 (1W: 🔴 -7.9%) | Wk Vol: 1.0x • ALM: $12 (1W: 🔴 -5.7%) | Wk Vol: 0.7x

$CENX The potential is there, the company is a serious one, time will tell 🤘 Personal short-mid target price currently ~$50 Also an interesting opportunity for the long term. Since I’m in, I’d be an idiot to write anything else.

$CENX I'm in, so in this way, it’s clear which side I’m on. If I weren’t bullish, I wouldn’t be invested. However, don’t be swayed by overly optimistic fair value forecasts or astronomical DCF (discounted cash flow) figures. Here, for example, is the DCF model shown by Simply Wall Street, alongside one I might construct myself. At the moment, there appears to be some good upside potential. IMO CENX could be an interesting play if you believe that U.S. premiums and global supply deficits will remain elevated for an extended period, and provided that the Oklahoma project (the joint venture with EGA) progresses in the right direction. This is my bet together with a currently appropriate/conservative capitalization. However at $35 it's not “81% undervalued” in any absolute sense 🤷‍♂️ There risk of mean reversion regarding both aluminum prices and premiums are always behind the corner (imo the current market cap is discounting this scenario) Let's see... time will tell it.

$CENX I like this board because no one posts here. So, I’ll give it a try. Waiting for Q3... these are fair values ​​with and without tariffs. The current price level can reasonably be described as conservative from a forward-looking perspective and, as such, in my view, it's attractive for a medium- to long-term investment. But I understand that an expected one-year return of 15%+ isn't particularly exciting. Never mind. Proudly owner of an handful of shares, together with my dear friends at BlackRock