Onslow Iron And Lithium Operations Will Increase Output

Published
02 Feb 25
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
AU$29.91
25.4% overvalued intrinsic discount
07 Aug
AU$37.50
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1Y
-22.8%
7D
13.8%

Author's Valuation

AU$29.9

25.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 5.16%

The upward revision in Mineral Resources’ Analyst Price Target reflects a modest rise in the future P/E ratio alongside a slight decrease in the discount rate, resulting in a new consensus fair value of A$29.91. What's in the News Mineral Resources Limited is considering selling a 10%-15% stake in its mining services business, potentially raising $750 million to $1.1 billion, with alternative options to monetize assets such as its Onslow haul road and Onslow Iron loan receivables.

Shared on29 Jul 25
Fair value Decreased 2.94%

The significant rise in Mineral Resources' future P/E ratio alongside a marked decline in net profit margin indicates weaker earnings expectations, prompting analysts to reduce their consensus price target from A$29.30 to A$27.10. What's in the News Mineral Resources Limited is considering selling a 10-15% stake in its mining services business, potentially raising $750 million to $1.1 billion, to boost cash reserves.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 5.12%

AnalystConsensusTarget has decreased revenue growth from 5.5% to 3.8%, increased profit margin from 14.6% to 16.1% and decreased future PE multiple from 9.8x to 8.7x.

Shared on09 Apr 25
Fair value Increased 15%

AnalystConsensusTarget has increased discount rate from 10.0% to 11.4%.

Shared on02 Apr 25
Fair value Decreased 24%

Shared on26 Mar 25
Fair value Decreased 1.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 5.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 42%

AnalystConsensusTarget has increased revenue growth from 2.5% to 5.8%, increased profit margin from 8.5% to 14.8%, decreased future PE multiple from 21.5x to 11.5x and increased discount rate from 8.6% to 10.4%.