29Metals Limited

ASX:29M Rapport sur les actions

Capitalisation boursière : AU$420.0m

29Metals Gestion

Gestion contrôle des critères 3/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

James Palmer

Directeur général

AU$1.8m

Rémunération totale

Pourcentage du salaire du PDG44.56%
Durée du mandat du directeur général2yrs
Propriété du PDG0.06%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration5yrs

Mises à jour récentes de la gestion

Recent updates

29M: Hold Upgrade Will Rely On Updated Commodity Price Deck

Analysts have trimmed their price target on 29Metals to A$0.44 from A$0.45, reflecting updated commodity price assumptions, a slightly higher discount rate, and modest tweaks to revenue growth, profit margin, and future P/E expectations. Analyst Commentary Bullish analysts are framing the latest price target revision to A$0.44 as a recalibration to updated commodity assumptions rather than a shift in view on the company itself.

Revenue Downgrade: Here's What Analysts Forecast For 29Metals Limited (ASX:29M)

Apr 24
Revenue Downgrade: Here's What Analysts Forecast For 29Metals Limited (ASX:29M)

29M: Hold Upgrade And Equity Raise Will Support Future Copper Exposure

Analysts now place 29Metals' price target at A$0.44, a A$0.01 adjustment, reflecting updated long term commodity price assumptions for copper, aluminum, coal and gold, and a shift to a Hold stance. Analyst Commentary Bullish Takeaways Bullish analysts view the shift to a Hold rating, alongside only a A$0.01 reduction in the price target to A$0.44, as a sign that updated long term commodity assumptions still support the current valuation.

29M: Hold Upgrade And Equity Raise Will Rely On Commodity Deck

Analysts now set a price target of A$0.44 for 29Metals, a A$0.01 adjustment from the prior A$0.45. This reflects updated commodity price forecasts and revised assumptions for revenue growth, profit margins and future P/E multiples.

29M: Commodity Deck Reset And Equity Raise Will Shape Re Rating Potential

Analysts have modestly trimmed their price target on 29Metals by A$0.01 to A$0.44, reflecting refreshed commodity price assumptions that lead to slightly updated views on revenue growth, margins and future P/E multiples. Analyst Commentary Recent research updates on 29Metals point to a mixed but cautious stance, with price targets fine tuned rather than reset and ratings moving within a relatively tight band between Underperform and Hold.

29M: Commodity Deck Revisions Will Keep Re Rating Potential Constrained

Analysts have updated their view on 29Metals with a fresh A$0.44 price target, compared with the previous A$0.45 level. This reflects revised copper and broader commodity price assumptions that flow through to fair value, discount rate, revenue growth, profit margin and future P/E inputs.

29M: Hold Upgrade And Equity Raise Will Shape Near Term Returns

Analysts now set a slightly lower price target for 29Metals at A$0.44, down from A$0.45, reflecting updated commodity price assumptions and adjustments to revenue growth, profit margin and future P/E inputs in their models. Analyst Commentary Recent rating changes and price target updates show analysts reassessing 29Metals primarily on updated commodity price assumptions rather than company specific news alone.

29M: Sector Downgrade And Equity Raise Will Likely Restrain Near Term Upside

Analysts have trimmed their fair value estimate for 29Metals from about A$0.50 to about A$0.42, citing a higher discount rate, more modest revenue growth assumptions, a slightly improved profit margin outlook, and a lower future P/E, consistent with recent Street research that includes a downgrade to Underperform with a price target of A$0.45. Analyst Commentary Bullish Takeaways Bullish analysts point out that the higher A$0.45 price target versus the prior A$0.40 suggests some confidence that current pricing already reflects a lot of the near term risks.

29M: Sector Downgrade And Richer Assumptions Will Likely Cap Future Upside

Narrative update on 29Metals The analyst price target for 29Metals has shifted modestly higher to A$0.45 from A$0.40, as analysts factor in updated assumptions across fair value, discount rate, revenue growth, profit margin and future P/E, even though one firm now rates the stock Underperform within its broader 2026 sector outlook. Analyst Commentary Recent research reflects a mixed stance on 29Metals, with the price target lifted to A$0.45 while the rating has shifted to Underperform within a broader sector review for 2026.

29M: Slightly Richer Assumptions Will Still Likely Leave Future Returns Underwhelming

Analysts have slightly increased their price target on 29Metals, citing marginally higher fair value estimates, a small reduction in the discount rate, and modestly stronger revenue growth assumptions, while keeping profit margin and future P/E expectations broadly in line. Valuation Changes Fair Value: edged up slightly, with the model input moving from 0.403532 to 0.406239.

Is 29Metals (ASX:29M) Using Too Much Debt?

Dec 28
Is 29Metals (ASX:29M) Using Too Much Debt?

29M: Future Returns Will Likely Disappoint Despite Margin Improvement

Analysts have nudged their price target on 29Metals higher, lifting fair value from approximately $0.37 to about $0.40 per share. They cite a slightly lower discount rate and stronger expected profit margins, despite only marginal tweaks to revenue growth and future earnings multiple assumptions.

29M: Fair Value Will Likely Hold As Discount Rate Rises

Analysts have raised their price target for 29Metals from $0.36 to $0.37 per share. This change reflects modest improvements in projected revenue growth and fair value estimates.

29M: Rising Discount Rate Will Likely Pressure Future Fair Value

Analysts have lowered their price target for 29Metals, citing a revised discount rate of 8.43 percent and modest adjustments to valuation assumptions. This has resulted in a slight decrease in fair value estimates.

29M: Lower Revenue Outlook And Higher P/E Will Pressure Future Returns

Analysts have raised their price target for 29Metals from $0.34 to $0.36 per share. They cite improved profit margin forecasts and a slightly lower discount rate as key factors supporting the update.

Global Electrification Will Increase Copper Demand Despite Setbacks

Analysts have raised their price target for 29Metals from $0.30 to $0.34, citing expectations of stronger revenue growth. These expectations are partially offset by a modest decline in profit margin forecasts and a slightly higher discount rate.

Global Electrification Will Increase Copper Demand Despite Setbacks

Analysts have raised their price target for 29Metals from $0.28 to $0.30 per share, citing improved revenue growth forecasts and higher expected profit margins. Valuation Changes Fair Value per share has increased slightly from A$0.28 to A$0.30.

29Metals Limited (ASX:29M) Held Back By Insufficient Growth Even After Shares Climb 36%

Sep 03
29Metals Limited (ASX:29M) Held Back By Insufficient Growth Even After Shares Climb 36%

29Metals Limited (ASX:29M) Held Back By Insufficient Growth Even After Shares Climb 28%

Jul 07
29Metals Limited (ASX:29M) Held Back By Insufficient Growth Even After Shares Climb 28%

29Metals Limited's (ASX:29M) Shares Bounce 41% But Its Business Still Trails The Industry

May 23
29Metals Limited's (ASX:29M) Shares Bounce 41% But Its Business Still Trails The Industry

Why Investors Shouldn't Be Surprised By 29Metals Limited's (ASX:29M) 34% Share Price Plunge

Apr 08
Why Investors Shouldn't Be Surprised By 29Metals Limited's (ASX:29M) 34% Share Price Plunge

Is 29Metals (ASX:29M) Using Too Much Debt?

Apr 06
Is 29Metals (ASX:29M) Using Too Much Debt?
User avatar

Development Of Gossan Valley Will Expand Future Production Capacity

Strategic resource expansion projects at Gossan Valley and Golden Grove aim to enhance production flexibility and long-term revenue growth through high-grade ore development.

Is 29Metals (ASX:29M) Using Debt In A Risky Way?

Oct 23
Is 29Metals (ASX:29M) Using Debt In A Risky Way?

There Is A Reason 29Metals Limited's (ASX:29M) Price Is Undemanding

Jul 19
There Is A Reason 29Metals Limited's (ASX:29M) Price Is Undemanding

29Metals Limited (ASX:29M) Surges 36% Yet Its Low P/S Is No Reason For Excitement

Apr 12
29Metals Limited (ASX:29M) Surges 36% Yet Its Low P/S Is No Reason For Excitement

Is 29Metals (ASX:29M) Using Too Much Debt?

Mar 24
Is 29Metals (ASX:29M) Using Too Much Debt?

Benign Growth For 29Metals Limited (ASX:29M) Underpins Stock's 33% Plummet

Feb 27
Benign Growth For 29Metals Limited (ASX:29M) Underpins Stock's 33% Plummet

29Metals Limited (ASX:29M) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Feb 26
29Metals Limited (ASX:29M) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Analyse de la rémunération des PDG

Comment la rémunération de James Palmer a-t-elle évolué par rapport aux bénéfices de 29Metals?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025AU$2mAU$793k

AU$24m

Sep 30 2025n/an/a

-AU$4m

Jun 30 2025n/an/a

-AU$33m

Mar 31 2025n/an/a

-AU$105m

Dec 31 2024AU$1mAU$500k

-AU$178m

Rémunération vs marché: La rémunération totale de James ($USD 1.28M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Australian ($USD 884.57K ).

Rémunération et revenus: La rémunération de James a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

James Palmer

2yrs
Titularisation
AU$1,779,679
Compensation

Mr. James Palmer has been Chief Executive Officer of 29Metals Limited since May 1, 2024. He served as Group Performance & Improvement Officer at BHP since 2021. He served as Asset President - NSWEC, BMC at...

Équipe de direction

NomPositionTitularisationCompensationPropriété
James Palmer
Chief Executive Officer2yrsAU$1.78m0.058%
A$ 244.8k
Peter Herbert
Chief Financial Officer4.8yrsAU$943.29k0.049%
A$ 204.9k
Ed Cooney
Chief Operating Officer4.8yrsAU$888.96k0.046%
A$ 193.0k
Scott Campbell
Marketing Manager3.3yrspas de donnéespas de données
Kristian Stella
Group Executive of Corporate Development2yrspas de donnéespas de données
Adrianna Waugh
Group Executive of People & Culture2.6yrspas de donnéespas de données
Lucas Williams
Group Executive of Geology & Exploration1.8yrspas de donnéespas de données
Walter Muehlebach
CEO of Redhillno datapas de donnéespas de données
Grace Fong
Group Financial Controllerno datapas de donnéespas de données
Melinda Shiell
Company Secretary and Group Executive of Governance & Secretariat1.3yrspas de donnéespas de données
2.3yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de 29M est considérée comme expérimentée (ancienneté moyenne 2.3 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Owen Hegarty
Non-Executive Chairman5yrsAU$230.00k0.0042%
A$ 17.5k
Francis O'Connor
Non Executive Director3.1yrsAU$142.50k0.032%
A$ 133.4k
Fiona Robertson
Independent Non-Executive Director5yrsAU$364.76k0.031%
A$ 130.8k
Ashish Gupta
Non-Executive Directorless than a yearAU$75.11k0.094%
A$ 393.0k
Nicholas Cernotta
Independent Deputy Chair of the Boardless than a yearAU$29.17k0.035%
A$ 146.1k
Martin Alciaturi
Independent Non-Executive Director5yrsAU$354.76k0.035%
A$ 146.8k
Jacqueline McGill
Independent Non-Executive Director5yrsAU$354.76k0.023%
A$ 97.6k
5.0yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de 29M sont considérés comme expérimentés (ancienneté moyenne 5 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/04 10:19
Cours de l'action en fin de journée2026/05/04 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

29Metals Limited est couverte par 19 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Benjamin BrayshawBarrenjoey Markets Pty Limited
Daniel MorganBarrenjoey Markets Pty Limited
Mollie UrquhartBarrenjoey Markets Pty Limited