Syrah Resources Limited

ASX:SYR Rapport sur les actions

Capitalisation boursière : AU$243.8m

Syrah Resources Gestion

Gestion contrôle des critères 2/4

Le PDG Syrah Resources est Shaun Verner, nommé en Feb2017, a un mandat de 9.5 ans. La rémunération annuelle totale est $ 1.22M, composée du salaire de 35.6% et des bonus 64.4%, y compris les actions et options de la société. détient directement 0.18% des actions de la société, d'une valeur de A$ 447.21K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 8.2 ans et 7.2 ans.

Informations clés

Shaun Verner

Directeur général

US$1.2m

Rémunération totale

Pourcentage du salaire du PDG35.56%
Durée du mandat du directeur général9.5yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction8.2yrs
Durée moyenne du mandat des membres du conseil d'administration7.2yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 15

SYR: Rights Issue Funding And Updated Outlook Should Support Future Upside

Analysts have maintained their A$0.18 fair value estimate for Syrah Resources while updating assumptions around the discount rate, revenue growth, profit margin and future P/E. They are using these refreshed inputs to refine their broader outlook on the stock.
Mise à jour du récit Jun 01

SYR: Shares Will Rise As Rights Issue Supports Long Term Supply Deal

Analysts have trimmed their fair value estimate for Syrah Resources slightly to A$0.1825 from A$0.186, reflecting updated assumptions for revenue growth, profit margins, a higher discount rate, and a higher expected future P/E multiple. What's in the News Syrah Resources completed a follow on equity offering of approximately A$105.315 million through a rights issue, with multiple tranches of ordinary shares offered at A$0.105 per share.
Mise à jour du récit May 11

SYR: New Offtake Deal And Equity Raise Will Underpin Future Upside

Analysts have trimmed their fair value estimate for Syrah Resources from A$0.50 to A$0.27, reflecting updated assumptions around revenue growth, margins and a lower future P/E multiple. What's in the News Syrah Resources completed a follow on equity offering of approximately A$105.3 million through multiple ordinary share issues priced at A$0.105 per share.
Mise à jour du récit Apr 27

SYR: Shares Will Rise As Equity Raise Supports Long Term Supply Deal

Analysts have trimmed their price expectations for Syrah Resources to reflect a lower fair value of A$0.19 per share. The shift is primarily linked to updated assumptions around profit margins and a revised future P/E of 3.60.
Article d’analyse Apr 22

Things Look Grim For Syrah Resources Limited (ASX:SYR) After Today's Downgrade

The analysts covering Syrah Resources Limited ( ASX:SYR ) delivered a dose of negativity to shareholders today, by...
Mise à jour du récit Apr 13

SYR: Shares Will Continue Rising As Equity Raise Supports Future Agreements

Analysts have cut their price target on Syrah Resources from around A$0.48 to about A$0.29, citing lower projected revenue growth, slimmer profit margins and a higher discount rate that also feeds through to a higher assumed future P/E multiple. What's in the News Syrah Resources filed a follow on equity offering of approximately A$108.3m in ordinary shares, structured as a rights offering, with multiple tranches of shares all priced at A$0.105 per share.
Mise à jour du récit Mar 30

SYR: Equity Raising And Higher Discount Rate Will Pressure Future Returns

Analysts have reduced their fair value estimate for Syrah Resources from A$0.29 to A$0.10. This reflects updated assumptions that include a higher 11.93% discount rate, an 87.22% revenue growth outlook, a 24.46% profit margin and a future P/E of 2.88.
Mise à jour du récit Mar 16

SYR: New Offtake Agreement Will Support Future Graphite Supply Upside

Analysts have trimmed Syrah Resources' fair value estimate from A$0.57 to A$0.50, citing updated assumptions that include a higher discount rate, a higher future P/E multiple, and revised views on revenue growth and profit margins. What's in the News NextSource Materials signed a binding agreement with Syrah Resources to supply natural graphite fines for NextSource's planned battery anode facility in Abu Dhabi, covering a minimum of about 34,000 tonnes and up to 68,000 tonnes over seven years (Key Developments).
Mise à jour du récit Jan 22

SYR: Shares Will Continue Rising As Earnings Assumptions Remain Supportive

Analysts have lifted their price target on Syrah Resources to around A$0.48 per share, reflecting updated assumptions for the discount rate, revenue growth of approximately 193%, and a profit margin of about 15%, along with a slightly lower forward P/E of roughly 7.9x. Valuation Changes Fair Value Estimate: Held steady at around A$0.48 per share, with no change in the underlying model output of A$0.47512.
Mise à jour du récit Jan 07

SYR: Shares Will Continue Rising As Stable Assumptions Support Future Earnings

Analysts have maintained their fair value estimate for Syrah Resources at A$0.48, with only minor adjustments to assumptions, including a slightly lower discount rate, a marginally different revenue growth outlook, and a largely unchanged future P/E and profit margin profile. Valuation Changes Fair Value: Unchanged at A$0.48 per share, with the updated model still pointing to a fair value of about A$0.48.
Mise à jour du récit Dec 24

SYR: Shares Will Continue Rising As Refined Risk Profile Supports Future Earnings

Analysts have modestly reaffirmed their outlook on Syrah Resources, nudging the price target to approximately $0.48 per share. This is underpinned by a slightly lower perceived risk profile reflected in a reduced discount rate, while growth and profitability assumptions remain broadly unchanged.
Mise à jour du récit Dec 10

SYR: Shares Will Continue Rising On Strong Future Earnings Multiple Assumptions

Analysts have modestly raised their price target on Syrah Resources to reflect a slightly higher assumed discount rate and a richer future earnings multiple, resulting in a revised valuation of approximately $0.48 per share, up from about $0.48 previously. Valuation Changes Fair Value: unchanged at approximately A$0.48 per share, indicating no material adjustment to the intrinsic valuation.
Mise à jour du récit Nov 25

SYR: Shares Will Maintain Upward Momentum Following AUD 70 Million Equity Raise

Analysts have maintained their price target for Syrah Resources at $0.48 per share, citing consistent expectations for future revenue growth and profitability. Valuation Changes Fair Value remains unchanged at A$0.48 per share.
Mise à jour du récit Nov 07

SYR: Shares Are Expected To Benefit From Recent AUD 70 Million Equity Raising

Analysts have slightly raised their price target for Syrah Resources from $0.47 to $0.48 per share. They cite marginal improvements in projected revenue growth, despite a more conservative profit outlook and a higher discount rate in recent forecasts.
Article d’analyse Oct 30

Analysts Have Just Cut Their Syrah Resources Limited (ASX:SYR) Revenue Estimates By 20%

Today is shaping up negative for Syrah Resources Limited ( ASX:SYR ) shareholders, with the analysts delivering a...
Mise à jour du récit Oct 24

Equity Funding Round And Expanded Share Base Will Stabilize Supply Chain Prospects

Analysts have maintained Syrah Resources' fair value estimate at $0.47 per share, citing a stable outlook and balanced assumptions despite minor updates to key financial metrics. What's in the News Syrah Resources Limited completed a follow-on equity offering valued at approximately AUD 70 million.
Mise à jour du récit Oct 10

Balama Production And Vidalia Sales Will Support US Supply Chain

Analysts have raised their price target for Syrah Resources from $0.39 to $0.47 per share, citing improved revenue growth expectations even though the profit margin forecast is slightly lower. What's in the News Syrah Resources completed a follow-on equity offering totaling AUD 70.002 million.
Mise à jour du récit Aug 07

Balama Production And Vidalia Sales Will Support US Supply Chain

The increase in Syrah Resources' net profit margin and the decline in its future P/E multiple signal improved profitability and valuation attractiveness, underpinning the significant analyst price target upgrade from A$0.33 to A$0.386. What's in the News Syrah Resources announced a follow-on equity offering totaling AUD 70 million through a rights offering and subsequent direct listing.
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Nouveau récit May 08

Balama Production And Vidalia Sales Will Support US Supply Chain

Government policy changes favoring ex-China supply chains position Syrah for growth through increased production and sales from Balama and Vidalia.
Article d’analyse May 01

Need To Know: The Consensus Just Cut Its Syrah Resources Limited (ASX:SYR) Estimates For 2024

The analysts covering Syrah Resources Limited ( ASX:SYR ) delivered a dose of negativity to shareholders today, by...
Article d’analyse Feb 08

There Is A Reason Syrah Resources Limited's (ASX:SYR) Price Is Undemanding

You may think that with a price-to-sales (or "P/S") ratio of 2.8x Syrah Resources Limited ( ASX:SYR ) is definitely a...
Article d’analyse Oct 24

Syrah Resources Limited (ASX:SYR) Surges 50% Yet Its Low P/S Is No Reason For Excitement

Syrah Resources Limited ( ASX:SYR ) shareholders are no doubt pleased to see that the share price has bounced 50% in...
Article d’analyse Oct 18

News Flash: 3 Analysts Think Syrah Resources Limited (ASX:SYR) Earnings Are Under Threat

Market forces rained on the parade of Syrah Resources Limited ( ASX:SYR ) shareholders today, when the analysts...
Article d’analyse Jun 27

Need To Know: Analysts Just Made A Substantial Cut To Their Syrah Resources Limited (ASX:SYR) Estimates

The latest analyst coverage could presage a bad day for Syrah Resources Limited ( ASX:SYR ), with the analysts making...

Analyse de la rémunération des PDG

Comment la rémunération de Shaun Verner a-t-elle évolué par rapport aux bénéfices de Syrah Resources?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025US$1mUS$435k

-US$101m

Sep 30 2025n/an/a

-US$109m

Jun 30 2025n/an/a

-US$118m

Mar 31 2025n/an/a

-US$122m

Dec 31 2024US$1mUS$435k

-US$125m

Sep 30 2024n/an/a

-US$120m

Jun 30 2024n/an/a

-US$114m

Mar 31 2024n/an/a

-US$100m

Dec 31 2023US$2mUS$423k

-US$85m

Sep 30 2023n/an/a

-US$70m

Jun 30 2023n/an/a

-US$56m

Mar 31 2023n/an/a

-US$41m

Dec 31 2022US$2mUS$374k

-US$27m

Sep 30 2022n/an/a

-US$34m

Jun 30 2022n/an/a

-US$42m

Mar 31 2022n/an/a

-US$49m

Dec 31 2021US$978kUS$351k

-US$57m

Sep 30 2021n/an/a

-US$57m

Jun 30 2021n/an/a

-US$57m

Mar 31 2021n/an/a

-US$59m

Dec 31 2020US$955kUS$323k

-US$61m

Sep 30 2020n/an/a

-US$69m

Jun 30 2020n/an/a

-US$78m

Mar 31 2020n/an/a

-US$104m

Dec 31 2019US$797kUS$325k

-US$131m

Rémunération vs marché: La rémunération totale de Shaun ($USD 1.22M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Australian ($USD 605.17K ).

Rémunération et revenus: La rémunération de Shaun a augmenté alors que l'entreprise n'est pas rentable.


PDG

Shaun Verner

9.5yrs
Titularisation
US$1,224,264
Compensation

Mr. Shaun Verner has been Chief Executive Officer, Executive Director and Managing Director at Syrah Resources Limited since February 3, 2017. He joined the Syrah Resources Limited in October 2016. Mr. Ver...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Shaun Verner
MD, CEO & Executive Director9.5yrsUS$1.22m0.18%
A$ 447.2k
Stephen Wells
Chief Financial Officer6.9yrsUS$802.30k0.094%
A$ 228.6k
Julio Cesar Costa
Chief Operating Officer8.2yrsUS$798.56k0.12%
A$ 290.9k
John Knowles
General Manager of Investor Relationsno datapas de donnéespas de données
Simone Diem
General Manager of Marketing8.2yrspas de donnéespas de données
Stefan Ross
Company Secretary2yrspas de donnéespas de données
8.2yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe dirigeante de SYR est chevronnée et expérimentée (8.2 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Shaun Verner
MD, CEO & Executive Director9.5yrsUS$1.22m0.18%
A$ 447.2k
John Beevers
Independent Non-Executive Director6.3yrsUS$95.66k0.0073%
A$ 17.7k
Samantha Hogg
Independent Non-Executive Chairless than a yearUS$7.10kpas de données
Robert Edel
Non-Executive Director1.1yrsUS$38.34k0.0049%
A$ 12.0k
Sara Watts
Independent Non-Executive Director7.2yrsUS$98.89k0.016%
A$ 38.3k
José Caldeira
Independent Non-Executive Director12.1yrsUS$95.66k0.00052%
A$ 1.3k
Lisa Bahash
Independent Non-Executive Director8.1yrsUS$95.66k0.00067%
A$ 1.6k
7.2yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de SYR sont considérés comme expérimentés (ancienneté moyenne 7.2 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/10 22:07
Cours de l'action en fin de journée2026/08/10 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 sur la façon d’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

Syrah Resources Limited est couverte par 6 analystes. 3 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
Reg SpencerCanaccord Genuity
Timothy HoffDeutsche Bank
Ben LyonsJarden Limited