Bloom Lake Commissioning Will Unlock Premium Iron Ore Pricing

AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Published
17 Feb 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
AU$5.70
26.3% undervalued intrinsic discount
08 Aug
AU$4.20
Loading
1Y
-30.0%
7D
-0.5%

Author's Valuation

AU$5.7

26.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 15%

Shared on23 Apr 25
Fair value Decreased 0.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 6.48%

AnalystConsensusTarget has decreased revenue growth from 8.4% to 3.4%, decreased profit margin from 15.8% to 10.0% and increased future PE multiple from 13.1x to 22.1x.

Shared on09 Apr 25
Fair value Decreased 9.49%

AnalystConsensusTarget has decreased profit margin from 18.7% to 15.8% and increased future PE multiple from 11.7x to 13.1x.

Shared on02 Apr 25
Fair value Increased 9.58%

AnalystConsensusTarget has increased profit margin from 16.4% to 18.7% and decreased future PE multiple from 13.4x to 11.7x.

Shared on26 Mar 25
Fair value Increased 0.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 25%

AnalystConsensusTarget has increased revenue growth from 6.8% to 9.0%, increased profit margin from 14.3% to 16.3% and increased shares outstanding growth rate from 0.0% to 0.0%.