Diversification Into Metallurgical Coal And Cost Reductions Will Strengthen Future Prospects

AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Published
09 Feb 25
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
AU$7.25
9.1% undervalued intrinsic discount
31 Jul
AU$6.59
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1Y
-11.1%
7D
-0.2%

Author's Valuation

AU$7.2

9.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 2.54%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 6.73%

AnalystConsensusTarget has increased revenue growth from 2.4% to 3.0%, decreased profit margin from 12.7% to 9.2% and increased future PE multiple from 8.6x to 10.8x.

Shared on09 Apr 25
Fair value Decreased 9.22%

AnalystConsensusTarget has decreased revenue growth from 2.7% to 2.4%, decreased profit margin from 20.1% to 12.7%, increased future PE multiple from 6.0x to 8.6x and decreased discount rate from 8.1% to 7.3%.

Shared on02 Apr 25
Fair value Decreased 4.35%

AnalystConsensusTarget has increased profit margin from 13.4% to 20.1% and decreased future PE multiple from 9.5x to 6.0x.

Shared on26 Mar 25
Fair value Decreased 0.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 2.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 35%

AnalystConsensusTarget has decreased revenue growth from 19.3% to 2.9%, increased profit margin from 11.4% to 13.4% and decreased future PE multiple from 14.2x to 9.7x.