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Base Metals Expansion Will Unlock Opportunities In Decarbonization

Published
25 Apr 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
AU$3.05
13.0% undervalued intrinsic discount
04 Sep
AU$2.65
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1Y
-10.8%
7D
-2.9%

Author's Valuation

AU$3.0

13.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Decreased 8.17%

A significant reduction in expected revenue growth and a sharp rise in the future P/E multiple have driven a slight downward revision in South32’s consensus analyst price target, now at A$3.27. What's in the News South32 has signaled significant uncertainty over securing sufficient and affordable electricity for the Mozal Aluminium smelter beyond March 2026, triggering halted investment, pot relining stoppage, and contractor stand-downs; Mozal is likely to be placed on care and maintenance once the current agreement expires.

Shared on01 May 25
Fair value Decreased 1.29%