JabroniCoin.USD on X
$CENX is a non-AI bottleneck https://t.co/L0PvNNH4HK
NASDAQ
Century Aluminum CO
CENX
5 articles
$4.6B Market cap · 2026-08-24
JabroniCoin.USD on X
UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle https://t.co/MiKQD9rlFV
JabroniCoin.USD on X
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho https://t.co/8wkrmh5S83
JabroniCoin.USD on X
Century Aluminum, $CENX, expects all assets to operate at full capacity in Q3 and Q4, demonstrating earnings power after more than a decade of constraints.
JabroniCoin.USD on X
Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z
Investor Letters
Letters that discuss CENX.
- First Eagle Investments Small Cap Opportunity Fund Commentary second quarter 2026 +25.5% AORT $1.4BCENX $4.6BCOHU $2.6BLXU $747M
