The Globe and Mail reports in its Wednesday, Feb. 4, edition that Ventum Capital Markets analyst Amr Ezzat is keeping his "buy" call on 5N Plus intact. The Globe's David Leeder writes in the Eye On Equities column that Mr. Ezzat elevated his share target to $30, matching the consensus. Mr. Ezzat says in a note: "5N Plus presents a compelling investment case as a transformed, high-calibre materials innovator at the nexus of renewable energy, space-based technologies and semiconductors. The company's strategic focus on advanced materials and decades of innovation-driven expertise have established formidable barriers to entry, positioning it as a linchpin in essential supply chains across high-growth markets. As a key supplier to First Solar, the company is positioned to ride the accelerating demand for thin-film photovoltaics, while its AZUR Space division cements its foothold in the rapidly expanding space solar power market. At the same time, its geopolitical edge -- being the only viable non-China-based provider of ultra-high-purity semiconductor compounds -- makes it indispensable as Western nations race to localize supply chains. ... 5N Plus stands out as a compelling yet underappreciated growth story."
© 2026 Canjex Publishing Ltd. All rights reserved.