Australian Materials Undervalued over 20% based on DCF

Lynas Rare Earths

Market Cap: AU$16.3b

Engages in the exploration, development, mining, extraction, and processing of rare earth minerals in Australia and Malaysia.

Mineral Resources

Market Cap: AU$13.1b

Together with subsidiaries, provides mining services in Australia, Asia, and internationally.

IGO

Market Cap: AU$6.3b

IGO Limited, together with its subsidiaries, discovers, develops, and delivers battery minerals in Australia.

Bellevue Gold

Market Cap: AU$2.5b

Engages in the exploration, development, mining, and processing of gold properties in Australia.

Stanmore Resources

Market Cap: AU$2.4b

Engages in the exploration, development, production, and sale of metallurgical coal in Australia.

Perenti

Market Cap: AU$2.3b

Operates as a mining services company worldwide.

Minerals 260

Market Cap: AU$2.0b

Engages in the exploration and evaluation of mineral resources in Australia.

Imdex

Market Cap: AU$1.8b

A mining-tech company, provides drilling products, rock knowledge and geophysical sensors, and data and analytics for the minerals industry in the Asia-Pacific, the Middle East, Africa, Europe, and the Americas.

Wagners Holding

Market Cap: AU$936.7m

Engages in the production and sale of construction materials and related building materials in Australia, the United States, New Zealand, the United Kingdom, and Malaysia.

Aurelia Metals

Market Cap: AU$685.8m

Engages in the exploration and production of mineral properties in Australia.

Vysarn

Market Cap: AU$636.8m

Provides water services to various sectors, including resources, urban development, government and utilities in Australia.

Titomic

Market Cap: AU$265.0m

Offers manufacturing and technology solutions for high-performance metal additive manufacturing in Australia, the United States, and Europe.

MLG Oz

Market Cap: AU$123.9m

Provides mine site and supply chain solutions in Western Australia and the Northern Territory.