View Financial HealthEmerald Resources 配当と自社株買い配当金 基準チェック /06Emerald Resources配当金を支払った記録がありません。主要情報n/a配当利回り-0.06%バイバック利回り総株主利回り-0.06%将来の配当利回り7.6%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesライブニュース • May 15Emerald Resources Gets Green Light for Dingo Range as Full-Scale Gold Expansion BeginsEmerald Resources has secured final works approval from Western Australia’s Department of Water and Environmental Regulation for its 100% owned Dingo Range Gold Project, clearing the way for full-scale development. The company has committed about A$30 million to purchase two Metso semi-autogenous grinding mills to service both Dingo Range and the Memot Gold Project in Cambodia. Drilling at Dingo Range is planned to continue into 2026 to refine mineral resource estimates and support a maiden ore reserve. This work underpins the company’s stated goal of moving from a single-mine to a multi-mine gold producer targeting 300,000 to 400,000 ounces per year across Australia and Cambodia. The key takeaway is that Emerald is moving from planning into execution at Dingo Range, with regulatory approvals, major equipment purchases and ongoing drilling all aligned around building a second producing asset alongside Okvau. Investors may want to focus on project delivery risk, the timing of the maiden ore reserve and how efficiently the company can integrate Dingo Range and Memot into a broader production portfolio.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to AU$4.57, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 4x in the Metals and Mining industry in Australia. Total returns to shareholders of 207% over the past three years.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$5.97, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 1x in the Metals and Mining industry in Australia. Total returns to shareholders of 305% over the past three years.Major Estimate Revision • Mar 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from AU$0.425 to AU$0.38 per share. Revenue forecast steady at AU$650.8m. Net income forecast to grow 224% next year vs 24% growth forecast for Metals and Mining industry in Australia. Consensus price target broadly unchanged at AU$7.90. Share price rose 9.8% to AU$7.08 over the past week.お知らせ • Feb 25Emerald Resources NL Announces Appointment of Josh Redmond as Chief Operating Officer,Effective 24 February 2026Emerald Resources NL announced the appointment of Josh Redmond as Chief Operating Officer across the Group's operations. Josh's appointment further strengthens the senior leadership team as the Company enters a transformational growth phase with the planned commencement of full development activities at the Company's 100% owned Dingo Range Gold Project in Western Australia and 100% owned Memot Gold Project in Cambodia in CY26 together with the underground mining development at the 100% owned Okvau Gold Mine. Josh joined the Company in 2023 as Operations Manager of the Dingo Range Gold Project which has emerged as a significant gold opportunity in a relatively underexplored greenstone belt with expanding mineral resources and a strong pathway to development. Josh is a Mining Engineer from the WA School of Mines with over 16 years' experience in the resources industry spanning across Australia, Brazil and Cambodia. Prior to joining Emerald he was General Manager - Mining and Country Manager - Cambodia for MACA where he was instrumental in the commencement of mining activities at Okvau. Josh's appointment is effective 24 February 2026.Reported Earnings • Feb 25First half 2026 earnings released: EPS: AU$0.11 (vs AU$0.091 in 1H 2025)First half 2026 results: EPS: AU$0.11 (up from AU$0.091 in 1H 2025). Revenue: AU$257.1m (up 7.1% from 1H 2025). Net income: AU$73.1m (up 23% from 1H 2025). Profit margin: 28% (up from 25% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$6.59, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 25x in the Metals and Mining industry in Australia. Total returns to shareholders of 331% over the past three years.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$7.96, the stock trades at a forward P/E ratio of 19x. Average trailing P/E is 26x in the Metals and Mining industry in Australia. Total returns to shareholders of 467% over the past three years.Price Target Changed • Jan 17Price target increased by 14% to AU$7.38Up from AU$6.47, the current price target is an average from 3 analysts. New target price is 7.9% above last closing price of AU$6.84. Stock is up 92% over the past year. The company is forecast to post earnings per share of AU$0.41 for next year compared to AU$0.13 last year.お知らせ • Jan 09Emerald Resources NL Announces December 2025 Quarterly Production Update for 100% Owned Okvau Gold Mine in CambodiaEmerald Resources NL announced that the Company's 100% owned Okvau Gold Mine in Cambodia ("Okvau") produced 25,030 ounces of gold during the December 2025 Quarter. Okvau gold production for the December 2025 Quarter of 25,030 ounces with gold poured of 21,372 ounces; Gold sales for the December 2025 Quarter of 20,410 ounces at an average of USD 4,118/oz.分析記事 • Dec 22Emerald Resources NL (ASX:EMR) Looks Just Right With A 25% Price JumpDespite an already strong run, Emerald Resources NL ( ASX:EMR ) shares have been powering on, with a gain of 25% in the...Price Target Changed • Dec 11Price target increased by 8.1% to AU$6.47Up from AU$5.98, the current price target is an average from 3 analysts. New target price is 15% above last closing price of AU$5.63. Stock is up 47% over the past year. The company is forecast to post earnings per share of AU$0.40 for next year compared to AU$0.13 last year.分析記事 • Nov 21This Is The Reason Why We Think Emerald Resources NL's (ASX:EMR) CEO Might Be UnderpaidKey Insights Emerald Resources will host its Annual General Meeting on 28th of November Salary of AU$694.8k is part of...Major Estimate Revision • Nov 06Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from AU$582.8m to AU$627.1m. EPS estimate increased from AU$0.35 to AU$0.395 per share. Net income forecast to grow 189% next year vs 24% growth forecast for Metals and Mining industry in Australia. Consensus price target of AU$6.27 unchanged from last update. Share price rose 4.1% to AU$4.80 over the past week.Price Target Changed • Oct 08Price target increased by 7.8% to AU$5.98Up from AU$5.55, the current price target is an average from 3 analysts. New target price is 21% above last closing price of AU$4.95. Stock is up 31% over the past year. The company is forecast to post earnings per share of AU$0.34 for next year compared to AU$0.13 last year.Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Michael Bowen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 01Emerald Resources NL, Annual General Meeting, Nov 28, 2025Emerald Resources NL, Annual General Meeting, Nov 28, 2025.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$4.86, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 19x in the Metals and Mining industry in Australia. Total returns to shareholders of 354% over the past three years.分析記事 • Sep 23Market Participants Recognise Emerald Resources NL's (ASX:EMR) Earnings Pushing Shares 31% HigherEmerald Resources NL ( ASX:EMR ) shareholders would be excited to see that the share price has had a great month...分析記事 • Sep 02We Like Emerald Resources' (ASX:EMR) Earnings For More Than Just Statutory ProfitThe market seemed underwhelmed by last week's earnings announcement from Emerald Resources NL ( ASX:EMR ) despite the...Reported Earnings • Aug 27Full year 2025 earnings released: EPS: AU$0.13 (vs AU$0.14 in FY 2024)Full year 2025 results: EPS: AU$0.13. Revenue: AU$438.1m (up 18% from FY 2024). Net income: AU$87.6m (up 4.0% from FY 2024). Profit margin: 20% (down from 23% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Metals and Mining industry in Australia.Major Estimate Revision • Jul 31Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$448.6m to AU$432.6m. EPS estimate also fell from AU$0.18 per share to AU$0.16 per share. Net income forecast to grow 60% next year vs 16% growth forecast for Metals and Mining industry in Australia. Consensus price target down from AU$5.72 to AU$5.52. Share price fell 11% to AU$3.45 over the past week.Recent Insider Transactions Derivative • Jul 17Executive Director exercised options and sold AU$1.8m worth of stockOn the 15th of July, Michael Evans exercised 1.00m options at around AU$0.67, then sold 600k of the shares acquired at an average of AU$3.68 per share and kept the remainder. Since September 2024, Michael has owned 2.49m shares directly. Company insiders have collectively sold AU$325k more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Jul 02Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$481.4m to AU$448.6m. EPS estimate also fell from AU$0.21 per share to AU$0.18 per share. Net income forecast to grow 86% next year vs 20% growth forecast for Metals and Mining industry in Australia. Consensus price target down from AU$5.88 to AU$5.52. Share price fell 11% to AU$4.02 over the past week.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$3.89, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 4x in the Metals and Mining industry in Australia. Total returns to shareholders of 267% over the past three years.お知らせ • Jun 26Emerald Resources NL Provides Update on Production Guidance for the Quarter Ending June 2025, September 2025 and December 2025 and Full Year of 2026Emerald Resources NL provided update on production guidance for the quarter ending June 2025, September 2025 and December 2025 and full year of 2026. For the quarter ending June 2025, the company anticipates Okvau Gold Mine gold production to be circa 21Koz. For the quarter ending September 2025, the company anticipates gold production to be between 25Koz to 30Koz. For the quarter ending December 2025, the company anticipates gold production to be between 25Koz to 30Koz. For the full year of 2026, the company anticipates gold production to be between 105Koz to 125Koz (to be updated with Okvau underground expansion).分析記事 • Jun 24Emerald Resources (ASX:EMR) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 09After Leaping 26% Emerald Resources NL (ASX:EMR) Shares Are Not Flying Under The RadarEmerald Resources NL ( ASX:EMR ) shareholders would be excited to see that the share price has had a great month...Price Target Changed • Apr 30Price target increased by 16% to AU$5.72Up from AU$4.92, the current price target is an average from 3 analysts. New target price is 43% above last closing price of AU$4.01. Stock is up 23% over the past year. The company is forecast to post earnings per share of AU$0.20 for next year compared to AU$0.14 last year.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$4.25, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 3x in the Metals and Mining industry in Australia. Total returns to shareholders of 246% over the past three years.Major Estimate Revision • Mar 22Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$479.6m to AU$441.8m. EPS estimate also fell from AU$0.205 per share to AU$0.165 per share. Net income forecast to grow 45% next year vs 35% growth forecast for Metals and Mining industry in Australia. Consensus price target broadly unchanged at AU$4.72. Share price fell 2.9% to AU$4.00 over the past week.Major Estimate Revision • Mar 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from AU$0.225 to AU$0.20 per share. Revenue forecast steady at AU$471.5m. Net income forecast to grow 54% next year vs 32% growth forecast for Metals and Mining industry in Australia. Consensus price target of AU$4.70 unchanged from last update. Share price fell 3.5% to AU$3.89 over the past week.Reported Earnings • Feb 28First half 2025 earnings released: EPS: AU$0.091 (vs AU$0.071 in 1H 2024)First half 2025 results: EPS: AU$0.091 (up from AU$0.071 in 1H 2024). Revenue: AU$240.0m (up 34% from 1H 2024). Net income: AU$59.7m (up 38% from 1H 2024). Profit margin: 25% (in line with 1H 2024). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$4.34, the stock trades at a forward P/E ratio of 18x. Average trailing P/E is 13x in the Metals and Mining industry in Australia. Total returns to shareholders of 313% over the past three years.分析記事 • Jan 30Emerald Resources NL (ASX:EMR) Looks Just Right With A 27% Price JumpThose holding Emerald Resources NL ( ASX:EMR ) shares would be relieved that the share price has rebounded 27% in the...Recent Insider Transactions • Jan 10Independent Non-Executive Chairman recently bought AU$510k worth of stockOn the 9th of January, Jay Hughes bought around 150k shares on-market at roughly AU$3.40 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jay's only on-market trade for the last 12 months.分析記事 • Nov 10With EPS Growth And More, Emerald Resources (ASX:EMR) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Oct 23Harmony Gold Reportedly Eyes $2 Billion Ravenswood Gold MineHarmony Gold Mining Company Limited (JSE:HAR) is understood to have expressed interest in an acquisition of the $2 billion Ravenswood Gold Mine that being sold by EMR Capital Pty. Ltd. and Golden Energy and Resources Pte. Ltd. DataRoom understands that the $11 billion South African-listed gold miner is keen to buy the Queensland asset that Azure Capital and UBS have been appointed to sell. Market sources say that a deal would make sense for Harmony, given that its share price has been on a tear on the back of the record gold price and it has the cash to pay for the gold mine. Harmony is likely to come up against Australian-listed gold miners like Regis Resources Limited (ASX:RRL), Gold Road Resources Limited (ASX:GOR) and Capricorn Metals Ltd. (ASX:CMM), while Emerald Resources NL (ASX:EMR) may be interested. Northern Star Resources Limited (ASX:NST) and Evolution Mining Limited (ASX:EVN) may also take a look.Price Target Changed • Oct 12Price target increased by 8.1% to AU$4.45Up from AU$4.12, the current price target is an average from 3 analysts. New target price is 12% above last closing price of AU$3.99. Stock is up 61% over the past year. The company is forecast to post earnings per share of AU$0.15 for next year compared to AU$0.14 last year.お知らせ • Oct 03Emerald Resources NL Announces Retirement of Simon Lee AO as Non-Executive DirectorEmerald Resources NL announced that Non-executive director, Simon Lee AO has decided to retire from his working commitments in the mining industry. Mr. Lee's retirement from the company’s Board will be effective from the date of the company's annual general meeting on 29 November 2024. Mr. Lee has an enviable track record in the resources sector which has included building billion dollar gold mining companies, Great Victoria Gold NL, Samantha Gold NL, Equigold NL and more recently Emerald Resources NL. Mr. Lee has had an outstanding career across a diverse range of business enterprises in a career that has based him in Asia, England, Canada and Australia. He held a number of positions, which included Board Member of the Australian Trade Commission (AUSTRADE), Chairman of the Western Australian Museum Foundation Trust and President of the Western Australian Chinese Chamber of Commerce Inc. In 1993 Mr. Lee received the Advance Australia Award for his contribution to commerce and industry and in 1994 he was made an Officer of the Order of Australia. Mr. Lee's largely unknown enormously impactful philanthropic contributions have also been wide ranging. Mr. Lee has served on the Board of the Company for over 10 years having joined as inaugural Chairman in 2014. Under his leadership and stewardship has seen the Company develop from a gold exploration company with a presence in the emerging Cambodian gold industry to a gold producer with exciting projects in Cambodia and Australia.お知らせ • Oct 02Emerald Resources NL, Annual General Meeting, Nov 29, 2024Emerald Resources NL, Annual General Meeting, Nov 29, 2024.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$405.5m to AU$398.0m. EPS estimate also fell from AU$0.205 per share to AU$0.18 per share. Net income forecast to grow 44% next year vs 26% growth forecast for Metals and Mining industry in Australia. Consensus price target broadly unchanged at AU$4.12. Share price fell 2.1% to AU$3.82 over the past week.Reported Earnings • Aug 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: AU$0.14 (up from AU$0.12 in FY 2023). Revenue: AU$373.0m (up 25% from FY 2023). Net income: AU$84.3m (up 17% from FY 2023). Profit margin: 23% (down from 24% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 66% per year whereas the company’s share price has increased by 69% per year.分析記事 • Jun 28Is Emerald Resources (ASX:EMR) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Buy Or Sell Opportunity • Jun 12Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to AU$3.66. The fair value is estimated to be AU$2.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 80% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Price Target Changed • Apr 30Price target increased by 10.0% to AU$3.30Up from AU$3.00, the current price target is provided by 1 analyst. New target price is 6.8% below last closing price of AU$3.54. Stock is up 84% over the past year. The company is forecast to post earnings per share of AU$0.16 for next year compared to AU$0.12 last year.分析記事 • Apr 17Emerald Resources NL's (ASX:EMR) 28% Jump Shows Its Popularity With InvestorsEmerald Resources NL ( ASX:EMR ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$3.38, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 4x in the Metals and Mining industry in Australia. Total returns to shareholders of 307% over the past three years.分析記事 • Mar 21Should You Be Adding Emerald Resources (ASX:EMR) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Mar 02First half 2024 earnings: EPS and revenues exceed analyst expectationsFirst half 2024 results: EPS: AU$0.074 (up from AU$0.042 in 1H 2023). Revenue: AU$178.6m (up 34% from 1H 2023). Net income: AU$46.9m (up 76% from 1H 2023). Profit margin: 26% (up from 20% in 1H 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.Price Target Changed • Feb 07Price target increased by 12% to AU$2.90Up from AU$2.60, the current price target is provided by 1 analyst. New target price is 5.5% below last closing price of AU$3.07. Stock is up 105% over the past year. The company is forecast to post earnings per share of AU$0.13 for next year compared to AU$0.12 last year.分析記事 • Jan 09Emerald Resources NL's (ASX:EMR) Popularity With Investors Is ClearWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.88, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Metals and Mining industry in Australia. Total returns to shareholders of 357% over the past three years.分析記事 • Nov 30Does Emerald Resources (ASX:EMR) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.88, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 361% over the past three years.New Risk • Oct 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Oct 10Emerald Resources NL Announces Production Results At Okvau Gold Mine in Cambodia for the Quarter Ended September 2023The Board of Emerald Resources NL announced results of another strong Quarter of production in which 28,109 ounces of gold were produced at the Company's 100% owned Okvau Gold Mine in Cambodia (Okvau). This follows on from the successful achievement of FY23 gold production guidance with 108,866 ounces. Okvau's production for the September 2023 Quarter of 28,109 ounces with gold poured of 28,764 ounces September 2023 Quarterly production sees Emerald continue to achieve guidance of 25koz - 30koz per quarter Emerald has now poured over 8,000kgs of gold doré from its Okvau Gold Mine Gold sales for the September 2023 Quarter of 27,903 ounces at an average of $1,918/oz Cash and bullion holdings increased to $109.0 million ($70.4 million) at the end of the September Quarter (June 2023: $90.0 million) Indicative AISC for the September 2023 Quarter remain in line with previously disclosed guidance.お知らせ • Oct 06Emerald Resources NL, Annual General Meeting, Nov 29, 2023Emerald Resources NL, Annual General Meeting, Nov 29, 2023, at 11:00 W. Australia Standard Time. Agenda: To consider election of Directors.分析記事 • Sep 22Earnings Tell The Story For Emerald Resources NL (ASX:EMR)With a price-to-earnings (or "P/E") ratio of 21.8x Emerald Resources NL ( ASX:EMR ) may be sending bearish signals at...分析記事 • Sep 01Is Emerald Resources (ASX:EMR) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Sep 01Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: AU$0.12 (up from AU$0.084 in FY 2022). Revenue: AU$299.5m (up 45% from FY 2022). Net income: AU$71.9m (up 58% from FY 2022). Profit margin: 24% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.15, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 357% over the past three years.分析記事 • May 03These 4 Measures Indicate That Emerald Resources (ASX:EMR) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$1.73, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 9x in the Metals and Mining industry in Australia. Total returns to shareholders of 337% over the past three years.Reported Earnings • Mar 17First half 2023 earnings released: EPS: AU$0.042 (vs AU$0.024 in 1H 2022)First half 2023 results: EPS: AU$0.042 (up from AU$0.024 in 1H 2022). Revenue: AU$133.8m (up 111% from 1H 2022). Net income: AU$26.6m (up 124% from 1H 2022). Profit margin: 20% (up from 19% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 14Emerald Resources NL Announces Chief Financial Officer ChangesEmerald Resources NL announced appointment of Ms. Shannon Campbell as Chief Financial Officer. Ms. Campbell is a Certified Practising Accountant with over 17 years of experience in the resources sector, including over 11 years in the gold sector. Ms. Campbell has held senior accounting and financial management roles across exploration activities, development projects and operating assets, with several ASX-listed companies including Regis Resources and Wiluna Mining. She has experience with companies operating in Australia, Cambodia, Indonesia, Peru and South Africa. Ms. Campbell joined the Company in 2019 as Financial Controller and has recently been in the position of Acting Chief Financial Officer. Ms. Campbell succeeds Mr. Brett Dunnachie who has transitioned into an Executive- Business Development role responsible for management of corporate and commercial aspects of the Company's existing operations and assessing additional gold development opportunities both in Australia and internationally.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$1.60, the stock trades at a trailing P/E ratio of 20.9x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 239% over the past three years.お知らせ • Jan 31Emerald Resources Nl Announces Significant Gold Exploration Results At Bullseye and MemotEmerald Resources NL continues to drill at its 60% owned (Bullseye Mining Limited)(Bullseye) North Laverton Gold Project located in Western Australia. Significant gold mineralisation from Bullseye's RC resource exploration programme on the Boundary and Neptune Prospects continue to demonstrate upside potential: 9m @ 7.35g/t Au from 59m including 1m @ 58.27g/t Au from 61m and 1m @ 16.02g/t Au from 73m (RC22NPT027); 38m @ 1.65g/t Au from 56m including 1m @ 16.60g/t Au from 92m (RC22BDY009); 14m @ 2.37g/t Au from 115m including 4m @ 4.63g/t Au from 117m (RC22NPT020); 5m @ 6.33g/t Au from 100m including 2m @ 14.7g/t Au from 100m (RC22BDY016); 28m @ 1.11g/t Au from 96m including 2m @ 6.89g/t Au from 98m (RC22NPT018); 4m @ 7.31g/t Au from 38m including 3m @ 9.13g/t Au from 39m (RC22NPT022); 17m @ 1.41g/t Au from 117m including 3m @ 5.39g/t Au from 127m (RC22NPT017). Resource update expected by end of FY23 with a reserve calculation shortly thereafter. Previously completed high-grade intersections to be integrated in the resource update include: 5m @ 60.25g/t Au from 171m (WDDH8) - Boundary Prospect; 45m @ 6.07g/t Au from 73m (BDRC058) - Boundary Prospect; 27m @ 9.34g/t Au from 153m (BDRC035) - Boundary Prospect; 53m @ 3.44g/t Au from 66m (WRC17) (EOH) - Boundary Prospect; 22m @ 4.87g/t Au from 17m (NPRD0056) - Neptune Prospect; 26m @ 6.95g/t Au from 40 (NPRD0039) - Neptune Prospect; 16m @ 10.10g/t Au from 63m (NPRD0026) - Neptune Prospect; 9m @ 9.44g/t Au from 82m (NPRD0078) - Neptune Prospect. Emerald continues to drill at its 100% owned Memot Gold Project in Cambodia. Recent significant drill results from the RC infill resource drill programme include: 1m @ 31.40g/t Au from 132m, 0.52% Cu and 0.52% Zn (RC22MMT073); 3m @ 7.11g/t Au from 132m (RC22MMT074); 1m @ 21.30g/t Au from 69m and 1.06% Cu (RC22MMT039); 7m @ 2.18g/t Au from 69m including 1m @ 11.15g/t Au from 70m and 1.49% Cu (RC22MMT047).分析記事 • Nov 17Why We Think Shareholders May Be Considering Bumping Up Emerald Resources NL's (ASX:EMR) CEO CompensationShareholders will be pleased by the impressive results for Emerald Resources NL ( ASX:EMR ) recently and CEO Morgan...お知らせ • Oct 08Emerald Resources NL Commenced an Update of the Okvau Gold Project's Resource and ReserveEmerald Resources NL has commenced an update of the Okvau Gold Project's Resource and Reserve. Emerald's exploration tenements, which comprise of a combination of 100% owned granted licences and joint venture agreements now cover a combined area of 1,239 km². Emerald continues to progress an exploration drill programme, focusing on infilling and extending the mineralisation proximally within and beyond the reserve pit shell. The drilling to date includes 23 drill holes for 7,372m (3,022m RC and 4,350m diamond) with 300m of assays pending. The best of the high-grade intersections are understood to be associated with the previously announced interpreted feeder zone. Another two holes, at a depth of 600m, have been planned to further test the depth and strike of this high-grade mineralised zone. The North Laverton Gold Project consists of 34 exploration licences (including 4 applications) and 4 mining licences controlling the entire Dingo Range greenstone belt which covers more than 800km² of tenure and has the potential to host multiple standalone deposits or satellite deposits to supply additional ore to central mill. It includes the Boundary, Neptune, Stirling, Hurleys and Bungarra Prospects over a 6.4km greenstone strike length. The planned ~98km resource definition drilling programme across the Boundary, Neptune, Stirling, Hurleys and Bungarra prospects, began in July 2022. Once completed will total circa 150,000m of new drilling available to estimate an updated North Laverton resource and a maiden reserve estimate.お知らせ • Oct 06Emerald Resources NL, Annual General Meeting, Nov 24, 2022Emerald Resources NL, Annual General Meeting, Nov 24, 2022, at 11:00 W. Australia Standard Time.Reported Earnings • Oct 01Full year 2022 earnings released: EPS: AU$0.085 (vs AU$0.032 loss in FY 2021)Full year 2022 results: EPS: AU$0.085 (up from AU$0.032 loss in FY 2021). Revenue: AU$206.5m (up AU$206.5m from FY 2021). Net income: AU$45.4m (up AU$62.1m from FY 2021). Profit margin: 22% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 21Emerald Resources NL Revises Production Guidance for the First Quarter of 2023; Re-Iterates Production Guidance for the Full Year of 2023Emerald Resources NL revised production guidance for the first quarter of 2023. The impact of this downtime is expected to lower gold production to circa 23,000 ounces for the current quarter. As announced on 29 July 2022, gold production since commissioning on oxide ore in June 2021 (inclusive of gold in circuit) was 100,951 ounces to the end of the June 2022. This included production for the June 2022 quarter of 26,654 ounces, in line with guidance of 100,000 to 110,000 ounces per annum.Full year guidance remains unchanged at 100,000 to 110,000 ounces per annum based upon production remaining at 25,000 to 30,000 ounces per quarter for the balance of fiscal year 2023.お知らせ • Sep 14Emerald Resources Nl Announces Board ChangesEmerald Resources NL announced the appointment of Mr. Michael Bowen and Mr. Jay Hughes as Non-executive directors of the Company effective immediately. Mr. Bowen is a partner of the national law firm Thomson Geer. He practices primarily corporate, commercial and securities law with an emphasis on mergers, acquisitions, capital raisings and resources. Mr. Bowen advises both bidders and targets in various hostile and friendly takeovers and advises on schemes of arrangements for reconstructions and mergers and also has extensive experience in negotiating the terms of joint venture arrangements for major projects. Mr. Bowen holds a Bachelor of Laws, Jurisprudence and Commerce from the University of Western Australia. He has been admitted as a barrister and solicitor of the Supreme Court of Western Australia since 1979 and is also admitted as a solicitor of the High Court of Australia. He is a Certified Public Accountant and member of the Australian Society of Accountants. Mr. Bowen is also Non-executive Chairman of Lotus Resources Limited and Non-executive director of Genesis Minerals Limited and Omni Bridgeway Limited. Mr. Hughes started his career on the Perth Stock Exchange trading floor in 1986. In 2000 he was one of the founders of Euroz Limited and he is currently an Executive Director of Euroz Hartleys Group Limited and Non-Executive Chairman of Westoz Funds Management Pty Ltd. He was the Non-Executive Chairman of Westoz Investment Company Limited and Ozgrowth Limited until the successful completion of their takeover schemes in April 2022. He was recognised as an Affiliate of the ASX in December 2000 and was admitted in May 2004 as a Master Practitioner Member (MSAFAA) of the SAFAA. Mr. Hughes holds a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia (FINSIA).お知らせ • Jul 29Emerald Resources NL Announces Gold Exploration Results Continue to Demonstrate Strong Upside PotentialEmerald Resources NL announced gold exploration results continue to demonstrate strong upside potential. Emerald's exploration tenements, which comprise of a combination of 100% owned granted licences and joint venture agreements now cover a combined area of 1,239 km². Emerald continues to progress an exploration drill programme focusing on infilling and extending the mineralization proximally within and beyond the reserve pit shell. The drilling to date includes 20 drill holes for 5,425m (2,718m RC and 2,707m diamond) with 754m of assays pending. The drilling identified significant mineralisation outside the current resource including 23m at 4.37g/t Au from 315m including 6m at 14.10g/t from 323m (RCDD22OKV444) (assays pending below 450m downhole) and 11m at 4.51g/t from 40m including 3m at 15.61g/t Au from 48m (RCDD22OKV436). The reported high-grade intersections are understood to be associated with the previously announced interpreted feeder zone. An additional eight, +600m holes has been planned to further test the depth and strike of these mineralised zones with the goal of extending the reserve beyond the current pit. The results will be incorporated in any future expansion of the Okvau resource and likely reserve base. The Company recently completed a 40 collar (2,559m) shallow reconnaissance RC drill programme over the previously announced significant gold-in-soil anomalism on the Okapai Prospect, located 15km South of the Okvau Gold Project. Arsenopyrite rich sulphide mineralisation of a similar style to the Okvau Gold Deposit has been observed with anomalous gold results including 43m at 0.43g/t from 21m (RC22OKA018), 1m at 8.45g/t from 29m (RC22OKA036) and 13m at 0.47g/t from 16m (RC22OKA017). These positive drill results have encouraged the Company to commit to further drilling later in the year once the dry season commences and access improves. The Company recently completed an analysis of the structural measurements collected from the previously announced 24 collar (4,280m) diamond drill programme (which includes significant drill results such as 1m at 37.20 g/t Au from 33m (DD21MMT005); 1m at 31.70g/t Au from 49m (DD21MMT010); and 0.4m at 17.70 g/t Au, 230 g/t Ag, 2.78% Cu, 0.56% Pb and 1.74% Zn from 190m (DD22MMT013). The mineralisation is associated with a quartz hosted stacked vein sets dipping shallowly to the North-East with current interpreted strike length of 650m and open in all directions. The Company also completed an extensive geochemical survey, covering the surrounding ground in a ~3km radius around the significant artisanal workings and maidan diamond drill programme. The survey included both a 734 geochemical auger soil sampling programme was completed on a 50m x 200m grid and a 1309 sample geochemical shallow soil programme sampled on a 100m x 200m grid. The peak assay results returned includes 2320, 1790, 1420, 1000, 958, 660, 558, 538, 507, 428, 391, 386 and 339 Au ppb. The results indicate a +30ppb Au anomaly with a +3km strike length, and significant nearby Cu, As and Ag anomalism, indicating the known gold results are part of a potentially larger mineralised system. A ~5,000m RC infill drill programme has been planned to commence next quarter to bring the current drill spacing down to a nominal 50m x 100m spacing and to further explore the extents of the mineralisation down dip and along strike. The Company recently received the results from a 1,140 shallow soils geochemical sampling programme were returned with peak results including 11550, 765, 713, 427 and 331 ppb Au. The samples were taken on a 50m x 200m grid and anomalous gold-in-soil results are associated with two sub-parallel, significant chargeability geophysics IP anomalies extending ~2km in length. Further geochemistry programmes are being planned to infill around the significant results to assist with future drill targeting. The Company continues to complete other exploration activities such as geochemical surveys programmes soil geochemistry programmes on the Oktung and Phnom Ktung licences. The Company remains vigilant on opportunities to expand its regional footprint in Cambodia by identifying prospective tenure and advancing discussions with potential joint venture partners. The Company continues to assess additional gold development opportunities both in Australia and internationally with the aim to create a multi asset gold producing company.お知らせ • Jul 15Emerald Resources NL Reports the Exceptional Drill Results from Bullseye Mining Limited's Recent 14,341M Resource and Mine Definition Drilling Completed on the Neptune Gold ProspectEmerald Resources NL reported the exceptional drill results from Bullseye Mining Limited's (Bullseye)(EMR: 59.32%) recent 14,341m resource and mine definition drilling completed on the Neptune Gold Prospect (Neptune). The results of 7,244m of this drilling were reported by Bullseye in its Supplementary Target Statement dated 21 February 2022 with the balance reported in this announcement. The exceptional drill results include; 22m @ 4.87g/t from 17m (NPRD0056), 9m @ 9.44g/t from 82m (NPRD0078), 33m @ 3.82g/t from 37m (NPMD1019), 15m @ 6.60g/t from 67m (NPMD1007), 3m @ 29.85g/t from 45m (NPMD1026), 25m @ 5.24g/t from 0m (NPGC0053), 40m @ 2.98g/t from 14m (NPGC0025), 6m @ 14.24g/t from 37m (NPGC0018), 9m @ 9.36g/t from 7m (NPGC0045). The Neptune Prospect is a 430m south-eastern extension of Bullseye's Boundary Prospect. A 23 collar (2,140m) resource definition programme was completed in early 2021 (see Appendix One). This was followed by an 84 collar (5,104m) mine definition RC programme in late 2021 (see Appendix One). In early 2022, a further 24 collar (4,005m) RC resource definition programme and 64 collar (3,092m) infill mine definition RC programme was completed (see Appendix Two). The significant results are reported below in Tables 1, 2 and 3.Table 1 - Resource Definition RC Drilling completed 2021 and early 2022. 22m @ 4.87g/t from 17m (NPRD0056). 9m @ 9.44g/t from 82m (NPRD0078). 3m @ 20.55g/t from 70m (NPRD0065), 9m @ 6.29g/t from 74m (NPRD0042), 16m @ 3.07g/t from 26m (NPRD0053), 16m @ 2.59g/t from 56m (NPRD0063), 19m @ 2.11g/t from 45m (NPRD0051), 10m @ 3.67g/t from 38m (NPRD0059), 3m @ 12.11g/t from 69m (NPRD0051), 17m @ 2.12g/t from 77m (NPRD0086). Significant gold mineralisation from mine definition RC drill programme completed late 2021. 33m @ 3.82g/t from 37m (NPMD1019), 15m @ 6.60g/t from 67m (NPMD1007), 3m @ 29.85g/t from 45m (NPMD1026), 53m @ 1.45g/t from 12m (NPMD1034) 22m @ 2.54g/t from 16m (NPMD1052), 8m @ 6.91g/t from 37m (NPMD1065), 17m @ 2.98g/t from 72m (NPMD1000).お知らせ • Jul 05Emerald Resources NL Announces Drill Results at Bullseye's Neptune Gold ProspectEmerald Resources NL reported the exceptional drill results from Bullseye Mining Limited's recent 14,341m resource and mine definition drilling completed on the Neptune Gold Prospect (Neptune). The results of 7,244m of this drilling were reported by Bullseye in its Supplementary Target Statement dated 21 February 2022 with the balance reported in this announcement. The exceptional drill results include; 22m @ 4.87g/t from 17m (NPRD0056); 9m @ 9.44g/t from 82m (NPRD0078); 33m @ 3.82g/t from 37m (NPMD1019); 15m @ 6.60g/t from 67m (NPMD1007); 3m @ 29.85g/t from 45m (NPMD1026); 25m @ 5.24g/t from 0m (NPGC0053); 40m @ 2.98g/t from 14m (NPGC0025); 6m @ 14.24g/t from 37m (NPGC0018); 9m @ 9.36g/t from 7m (NPGC0045). The Neptune Prospect is a 430m south-eastern extension of Bullseye's Boundary Prospect. A 23 collar (2,140m) resource definition programme was completed in early 2021. This was followed by an 84 collar (5,104m) mine definition RC programme in late 2021. In early 2022, a further 24 collar (4,005m) RC resource definition programme and 64 collar (3,092m) infill mine definition RC programme was completed. The North Laverton Gold Project consists of 32 exploration licenses (including 2 applications) and 4 mining licenses controlling the entire Dingo Range greenstone belt which covers more than 800km 2 of tenure and has the potential to host multiple standalone deposits or satellite deposits to supply additional ore to central mill. It includes the Boundary, Neptune, Stirling, Hurleys and Bungarra Prospects over a 6.4km greenstone strike length. The recent drilling on the Neptune Prospect continued to delineate high-grade, southeast trending mineralized structures extending 430m from the Boundary prospect. The regional long section also highlights the potential for extensions of mineralization both down-dip and along strike of all prospects. The interpreted corridor of mineralization extends along the 6.4km strike length between the northern Boundary Prospect and the southern Bungarra Prospect.お知らせ • Jun 17Emerald Resources Announces Okvau Reaches 3,000 Kgs Gold Bullion MilestoneEmerald Resources NL advised that the Company's 100% owned Okvau Gold Mine in Cambodia which saw first commercial gold production in September 2021 has now poured over 3,000kgs of gold bullion from its operations. This significant milestone coincided with the Company's celebration of International Day of Women in Mining and the inaugural Community Open Day for the Okvau Gold Project. The Company's wholly owned subsidiary, Renaissance Minerals (Cambodia) Limitedand OPMS (Cambodia) Co. Ltd. (OPMS), the local subsidiary of MACA Mining, employ 58 women working across a variety of roles which include environment andcommunity management, laboratory supervisors, mining engineers, geologists, metallurgical technicians, heavy equipment operators, administration and camp. The inaugural Community Open Day saw more than 600 community members from Chong Plas and Memong Communes visited Chong Plas Primary School to learn about the Okvau Gold Project via mining, processing, safety, environment and human resources displays. Visitors enjoyed video presentations, listening to Emerald's local employees talk about their roles, observing how the site is monitored for environmental compliance and learning about the important role the local Phnom Prich Wildlife Sanctuary Rangers have in protecting the forest. OPMS provided a popular earthmoving display and 50 visitors were hosted at the mine and provided an in-depth tour.分析記事 • May 20Here's Why Emerald Resources (ASX:EMR) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 23We Think That There Are Issues Underlying Emerald Resources' (ASX:EMR) EarningsEmerald Resources NL's ( ASX:EMR ) stock was strong after they reported robust earnings. However, our analysis suggests...お知らせ • Jan 31Emerald Resources NL Provides an Interim Exploration Update for the Ongoing Maiden Drilling Program at the 100% Owned Memot Gold ProjectEmerald Resources NL provided an interim exploration update for the ongoing maiden drilling program at the 100% owned Memot Gold Project located 95km to the south west of the Company's 1.14Moz Okvau Gold Mine. The Company has undertaken a broad spaced 2,500m diamond core drill program targeting regional stratigraphy and structural continuity associated with historical drilling results and local artisanal workings. The drilling also (in part) targets strong chargeability anomalies identified from the recently completed IP geophysical surveys. At the date of this announcement, 13 diamond holes had been drilled (2,194m drilled) of which the gold results from the first ten holes have been returned (1,498 samples). The Company is awaiting multi-element assay results. Mineralised sub-horizontal quartz veins sets have been identified in all holes drilled to date at less than ~50m vertical depth including 1m @ 37.20 g/t Au from 33m (DD21MMT005), 1m @ 31.70g/t from 49m (DD21MMT010), 1m @ 25.40 g/t Au from 30m (DD21MMT006), and 1m @ 11.10 g/t Au from 28m (DD21MMT002). The mineralisation is associated with quartz veining and sulphides including arsenopyrite, chalcopyrite, pyrrhotite, pyrite and sphalerite. The recent drill results confirmed the reported mineralisation in the historical diamond drilling completed by previous tenement holders. Historic reported results include 3.54m @ 10.3g/t Au from 0m (ZK8-1), 0.3m @ 96g/t Au from 12.7m (ML7), 4m @ 5.98g/t Au from 7m (ML8), 0.3m @ 76.5g/t Au from 10.7m (ML6) and 3.8m @ 5.46g/t Au from 0m (ZK12-7). This historic drilling indicates the mineralisation continues towards the NE for at least ~500m beyond the current drill program. As the processing of the structural data from the core logging continues, additional drill targets at depth are being identified. Drilling will continue to investigate extensions of the known mineralisation. Additional identified historical work includes mapping and 23 rock chip samples (verified) from around the shafts and the artisanal workings. These results include 8 values greater that 9g/t with peak values of 72.8g/t, 74.5g/t and 83.2g/t Au coincident with high values of the same associated elements observed at the Okvau Gold Project (As, Te, Sb and Bi). In addition to the peak gold values, 3 rock chips samples also returned significant Ag (>190 g/t) and Cu (>3 %) values. Notably the highest grade (historical) rock chip samples were collected from the stockpiles created from spoils from underground mining. As previously announced, Emerald's technical team collected preliminary rock chip grab samples from recently mined stockpiled material and outcrops from the surrounding area. 5 of the 12 samples returned assays greater than 4g/t with the peak values of 40.4, 27.3, 23.6 and 13.65 g/t Au (including 226g/t Ag, 1.45% Pb and 1.43%Zn). Geochemistry sampling programs and geophysical surveys have been planned to start next quarter to identify possible regional scale extensions of the mineralisation at Memot, which has been largely untested by modern exploration techniques.Recent Insider Transactions • Dec 15Non-Independent Non-Executive Director recently bought AU$1.1m worth of stockOn the 10th of December, Ross Stanley bought around 1m shares on-market at roughly AU$1.08 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$1.3m more in shares than they have sold in the last 12 months.お知らせ • Dec 08Emerald Resources NL (ASX:EMR) signed Takeover Bid Implementation Agreement to acquire remaining 80.55% stake in Bullseye Mining Limited for AUD 23.5 million.Emerald Resources NL (ASX:EMR) signed Takeover Bid Implementation Agreement to acquire remaining 80.55% stake in Bullseye Mining Limited for AUD 23.5 million on December 7, 2021. Under the Offer, Bullseye shareholders will receive 1 new Emerald share for every 3.43 Bullseye shares held. Emerald Resources NL has issued 22,067,700 Shares as consideration shares. The Offer will be implemented by way of an off-market takeover offer under the Australian Corporations Act. Emerald has acquired 19.45% of the current Bullseye shares on issue from existing Bullseye shareholders on the same terms as under the Offer Pre-bid Acquisition. The Offer is unanimously recommended by the Directors of Bullseye, who have also agreed to accept the Offer in respect of all shares they control, in each case, in the absence of a superior offer. The Offer is subject to a number of conditions including a 90% minimum acceptance condition, no Bullseye Material Adverse Change, occurring in relation to Bullseye and occurring in relation to Bullseye, No regulatory action, No Prescribed Occurrences, No exercise of rights under certain agreements or arrangements. The parties intend that the Offer Period will be one month, and agree that the Offer Period may be extended by Emerald at its discretion or automatically, in accordance with the Corporations Act. Offer period begins on December 9, 2021 and ends on January 10, 2022. Emerald and Bullseye have agreed to a deal protection regime including no shop and no talk rights, a right to match any superior offer and payment of an agreed break fee of AUD 500,000 to either party in certain circumstances. Steinepreis Paganin and Euroz Hartleys Limited acted as legal and financial advisor respectively to Emerald Resources NL. MPH Lawyers acted as legal advisor to Bullseye Mining Limited.お知らせ • Dec 07Emerald Resources NL (ASX:EMR) acquired 19.45% stake in Bullseye Mining Limited for AUD 4.6 million.Emerald Resources NL (ASX:EMR) acquired 19.45% stake in Bullseye Mining Limited for AUD 4.6 million on December 7, 2021. Emerald Resources NL (ASX:EMR) completed the acquisition of 19.45% stake in Bullseye Mining Limited on December 7, 2021.Reported Earnings • Sep 28Full year 2021 earnings released: AU$0.032 loss per share (vs AU$0.022 loss in FY 2020)Full year 2021 results: Net loss: AU$16.7m (loss widened 46% from FY 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 21Emerald Resources Nl Completes Ramp Up Activities at its 100% Owned 2.0Mtpa Okvau Gold MineEmerald Resources NL has completed ramp up activities at its 100% owned 2.0Mtpa Okvau Gold Mine. The management team will continue to focus on optimising the performance of the Okvau Gold Mine. Post commissioning of the sulphide float regrind circuit and achieving practical completion in July 2021, activities have focussed on ramp up to full production which has been maintained for a number of weeks. Gold production since commissioning on oxide ore in June 2021 (inclusive of gold in circuit) is approximately 19,000 ounces with circa 23,000 ounces expected to the end of the current quarter. This includes ore production for the first 15 days of September averaging 420 ounces per day recovered, confirming suitability of all plant for +100,000 ounce per annum gold production. Since the Company's maiden gold pour in June 2021, six shipments totalling 8,144 ounces of gold have been received by the refinery with out-turns received. A total of 6,958 ounces of gold have been sold to date at an average price of USD 1,795 per ounce. A further 5,132 ounces of gold dore has been poured ahead of mint out-turn. The process plant has run consistently above nameplate throughput rate of 2.0Mtpa. Throughput rate for this period has averaged 275 tonnes per hour which is 10% above DFS target. The plant has been run on predominantly fresh Diorite and Hornfelsed Metasediment ore feed. Ore reconciliation to date on a combination of oxide and sulphide ore feed has been strongly positive with actual production numbers indicating +25% positive reconciliation to reserve. Whilst the numbers are preliminary in nature due to the early stage of production the trend in sulphide grade control reconciliation to reserve is also positive +33% with higher grade and additional tonnes defined. Sulphide ore gold recoveries to date have averaged 82% which is in line with the expectations for the areas mined and milled (part transitional ore treated). Forecast gold recoveries for life of mine average 84%, further refinement of the sulphide circuit and ore blend management are expected to improve recoveries to +84%. The current cost per day average is on budget compared to DFS forecast, which is based on a USD 1,450 gold price assumption, an AISC of USD 754 per ounce and a 2Mtpa plant at 2.0g/t for 106,000 ounces per annum. This equates to approximately USD 220,000 per day cost profile during operations. The AISC for August 2021 was approximately USD 225,000 per day. With the positive reconciliation and additional throughput, the operation is expected to achieve an annualised AISC per ounce of USD 720 to USD 780/oz. Gold production guidance at the Okvau Gold Mine remains in line with the DFS of 100,000oz to 110,000oz on an annualised basis. Production guidance for the remainder of FY2022 remains in line with DFS forecasts at 25-30,000 ounces per quarter and cash costs of USD 720 - USD 780/oz.お知らせ • Jun 25Emerald Resources NL Pours First Gold At Its 100% Owned 1.14Moz Okvau Gold MineEmerald Resources NL announced that it has commissioned the gold room and poured first gold at its 100% owned 1.14Moz Okvau Gold Mine. Two gold bars weighing a combined 8.6kg were produced during the three day commissioning of the gold room. Commissioning activities at Okvau are well advanced and have initially focussed on the processing of oxide ore from crusher to the SAG mill, and through the CIL tanks, stripping circuits and detox circuit. The focus will now shift to commissioning the fine grind float circuit and adding higher grade sulphide ore to the process plant over coming weeks as the Okvau Gold Project ramps up to full production.お知らせ • Jun 08Emerald Resources NL Announces First Ore Feed and Wet Commissioning Commenced at Okvau Gold PlantEmerald Resources NL announced that it has commenced crushing activities, delivered the first ore feed to the Mill and has commenced wet commissioning of the Processing Plant at the company's 100% owned 1.14Moz Okvau Gold Project in advance of the maiden gold pour this month. Crushing circuit commissioned and stockpiling crushed ore. First ore feed to the processing plant and wet commissioning. commenced. Okvau substation energised and fully operational. Tailings Storage Facility (Stage 1) completed and ready for tailings. discharge. 245,000 tonnes of ore on the ROM. Ramp up of gold in circuit allowing for maiden gold pour this month.Reported Earnings • Mar 18First half 2021 earnings released: AU$0.016 loss per share (vs AU$0.013 loss in 1H 2020)First half 2021 results: Net loss: AU$8.08m (loss widened 112% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year.お知らせ • Mar 03Emerald Resources NL has announced a Derivatives Offering in the amount of AUD 0.5225 million.Emerald Resources NL has announced a Derivatives Offering in the amount of AUD 0.5225 million. Security Name: Options Security Type: Equity Option Securities Offered: 550,000 Price\Range: AUD 0.95 Transaction Features: ESOP Related Offering分析記事 • Feb 14How Does Emerald Resources' (ASX:EMR) CEO Salary Compare to Peers?Morgan Hart became the CEO of Emerald Resources NL ( ASX:EMR ) in 2014, and we think it's a good time to look at the...お知らせ • Jan 29Emerald Resources NL Reports Encouraging Exploration Results from Recent Drilling at the Okvau Gold ProjectEmerald Resources NL reported further encouraging exploration results from recent drilling at the Okvau Gold Project. Emerald continued testing the potential high-grade feeder zone for the Okvau mineralisation with a follow up 5 collar 1,267m drill programme. The drilling intersected a sub vertical mineralised zone on several sections including 17m @ 6.06g/t from 258m, including 6m @ 11.40g/t (RCDD20OKV424). Further work is planned to better understand the significance of the interpreted high-grade feeder zone. The newly defined mineralisation sits outside the current Okvau Reserve pit and has the strong potential to add positively to the Okvau Gold Project economics. Additional drilling of the fault/feeder zone mineralisation and the extension of the zone has the potential to significantly add to the existing resource and add to an expansion of the in pit reserve. Emerald has continued with its exploration programme to better delineate the strong gold-in-soil anomalism on the O'Kapai Prospect located within the O'Kthung licence by infilling with 557 Auger soils to a 25m x 25m and 25m x 50m grids. The peak results returned include 1000, 434, 150, 128, and 104 ppb Au. All of which are proximal to the Diorite/Hornfels contact on the southern margin of a mapped felsic intrusive unit. This lithological contact is in a geologically similar setting to many of the high-grade mineralised structures within the 1.1Moz Okvau Gold Project. This interpreted 1,000m strike of anomalous Auger soil results is located within 13km from the Okvau Gold Project. Further work is being planned, including additional Auger sampling, geophysical surveys and first pass reconnaissance drilling to test the significance of the O'Kapai anomaly.分析記事 • Dec 23What Percentage Of Emerald Resources NL (ASX:EMR) Shares Do Insiders Own?If you want to know who really controls Emerald Resources NL ( ASX:EMR ), then you'll have to look at the makeup of its...Is New 90 Day High Low • Dec 14New 90-day high: AU$0.68The company is up 5.0% from its price of AU$0.65 on 15 September 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 13% over the same period.分析記事 • Nov 18Is Emerald Resources (ASX:EMR) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Sep 26Full year earnings released - AU$0.0045 loss per shareOver the last 12 months the company has reported total losses of AU$11.5m, with losses widening by 30% from the prior year.決済の安定と成長配当データの取得安定した配当: EMRの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: EMRの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Emerald Resources 配当利回り対市場EMR 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (EMR)n/a市場下位25% (AU)2.9%市場トップ25% (AU)6.9%業界平均 (Metals and Mining)3.3%アナリスト予想 (EMR) (最長3年)7.6%注目すべき配当: EMRは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: EMRは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: EMRの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: EMRが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YAU 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 20:37終値2026/05/21 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Emerald Resources NL 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関April LowisBarrenjoey Markets Pty LimitedDale KoendersBarrenjoey Markets Pty LimitedGlyn LawcockBarrenjoey Markets Pty Limited5 その他のアナリストを表示
ライブニュース • May 15Emerald Resources Gets Green Light for Dingo Range as Full-Scale Gold Expansion BeginsEmerald Resources has secured final works approval from Western Australia’s Department of Water and Environmental Regulation for its 100% owned Dingo Range Gold Project, clearing the way for full-scale development. The company has committed about A$30 million to purchase two Metso semi-autogenous grinding mills to service both Dingo Range and the Memot Gold Project in Cambodia. Drilling at Dingo Range is planned to continue into 2026 to refine mineral resource estimates and support a maiden ore reserve. This work underpins the company’s stated goal of moving from a single-mine to a multi-mine gold producer targeting 300,000 to 400,000 ounces per year across Australia and Cambodia. The key takeaway is that Emerald is moving from planning into execution at Dingo Range, with regulatory approvals, major equipment purchases and ongoing drilling all aligned around building a second producing asset alongside Okvau. Investors may want to focus on project delivery risk, the timing of the maiden ore reserve and how efficiently the company can integrate Dingo Range and Memot into a broader production portfolio.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to AU$4.57, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 4x in the Metals and Mining industry in Australia. Total returns to shareholders of 207% over the past three years.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$5.97, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 1x in the Metals and Mining industry in Australia. Total returns to shareholders of 305% over the past three years.
Major Estimate Revision • Mar 02Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from AU$0.425 to AU$0.38 per share. Revenue forecast steady at AU$650.8m. Net income forecast to grow 224% next year vs 24% growth forecast for Metals and Mining industry in Australia. Consensus price target broadly unchanged at AU$7.90. Share price rose 9.8% to AU$7.08 over the past week.
お知らせ • Feb 25Emerald Resources NL Announces Appointment of Josh Redmond as Chief Operating Officer,Effective 24 February 2026Emerald Resources NL announced the appointment of Josh Redmond as Chief Operating Officer across the Group's operations. Josh's appointment further strengthens the senior leadership team as the Company enters a transformational growth phase with the planned commencement of full development activities at the Company's 100% owned Dingo Range Gold Project in Western Australia and 100% owned Memot Gold Project in Cambodia in CY26 together with the underground mining development at the 100% owned Okvau Gold Mine. Josh joined the Company in 2023 as Operations Manager of the Dingo Range Gold Project which has emerged as a significant gold opportunity in a relatively underexplored greenstone belt with expanding mineral resources and a strong pathway to development. Josh is a Mining Engineer from the WA School of Mines with over 16 years' experience in the resources industry spanning across Australia, Brazil and Cambodia. Prior to joining Emerald he was General Manager - Mining and Country Manager - Cambodia for MACA where he was instrumental in the commencement of mining activities at Okvau. Josh's appointment is effective 24 February 2026.
Reported Earnings • Feb 25First half 2026 earnings released: EPS: AU$0.11 (vs AU$0.091 in 1H 2025)First half 2026 results: EPS: AU$0.11 (up from AU$0.091 in 1H 2025). Revenue: AU$257.1m (up 7.1% from 1H 2025). Net income: AU$73.1m (up 23% from 1H 2025). Profit margin: 28% (up from 25% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$6.59, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 25x in the Metals and Mining industry in Australia. Total returns to shareholders of 331% over the past three years.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$7.96, the stock trades at a forward P/E ratio of 19x. Average trailing P/E is 26x in the Metals and Mining industry in Australia. Total returns to shareholders of 467% over the past three years.
Price Target Changed • Jan 17Price target increased by 14% to AU$7.38Up from AU$6.47, the current price target is an average from 3 analysts. New target price is 7.9% above last closing price of AU$6.84. Stock is up 92% over the past year. The company is forecast to post earnings per share of AU$0.41 for next year compared to AU$0.13 last year.
お知らせ • Jan 09Emerald Resources NL Announces December 2025 Quarterly Production Update for 100% Owned Okvau Gold Mine in CambodiaEmerald Resources NL announced that the Company's 100% owned Okvau Gold Mine in Cambodia ("Okvau") produced 25,030 ounces of gold during the December 2025 Quarter. Okvau gold production for the December 2025 Quarter of 25,030 ounces with gold poured of 21,372 ounces; Gold sales for the December 2025 Quarter of 20,410 ounces at an average of USD 4,118/oz.
分析記事 • Dec 22Emerald Resources NL (ASX:EMR) Looks Just Right With A 25% Price JumpDespite an already strong run, Emerald Resources NL ( ASX:EMR ) shares have been powering on, with a gain of 25% in the...
Price Target Changed • Dec 11Price target increased by 8.1% to AU$6.47Up from AU$5.98, the current price target is an average from 3 analysts. New target price is 15% above last closing price of AU$5.63. Stock is up 47% over the past year. The company is forecast to post earnings per share of AU$0.40 for next year compared to AU$0.13 last year.
分析記事 • Nov 21This Is The Reason Why We Think Emerald Resources NL's (ASX:EMR) CEO Might Be UnderpaidKey Insights Emerald Resources will host its Annual General Meeting on 28th of November Salary of AU$694.8k is part of...
Major Estimate Revision • Nov 06Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from AU$582.8m to AU$627.1m. EPS estimate increased from AU$0.35 to AU$0.395 per share. Net income forecast to grow 189% next year vs 24% growth forecast for Metals and Mining industry in Australia. Consensus price target of AU$6.27 unchanged from last update. Share price rose 4.1% to AU$4.80 over the past week.
Price Target Changed • Oct 08Price target increased by 7.8% to AU$5.98Up from AU$5.55, the current price target is an average from 3 analysts. New target price is 21% above last closing price of AU$4.95. Stock is up 31% over the past year. The company is forecast to post earnings per share of AU$0.34 for next year compared to AU$0.13 last year.
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Michael Bowen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 01Emerald Resources NL, Annual General Meeting, Nov 28, 2025Emerald Resources NL, Annual General Meeting, Nov 28, 2025.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$4.86, the stock trades at a forward P/E ratio of 16x. Average trailing P/E is 19x in the Metals and Mining industry in Australia. Total returns to shareholders of 354% over the past three years.
分析記事 • Sep 23Market Participants Recognise Emerald Resources NL's (ASX:EMR) Earnings Pushing Shares 31% HigherEmerald Resources NL ( ASX:EMR ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Sep 02We Like Emerald Resources' (ASX:EMR) Earnings For More Than Just Statutory ProfitThe market seemed underwhelmed by last week's earnings announcement from Emerald Resources NL ( ASX:EMR ) despite the...
Reported Earnings • Aug 27Full year 2025 earnings released: EPS: AU$0.13 (vs AU$0.14 in FY 2024)Full year 2025 results: EPS: AU$0.13. Revenue: AU$438.1m (up 18% from FY 2024). Net income: AU$87.6m (up 4.0% from FY 2024). Profit margin: 20% (down from 23% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Metals and Mining industry in Australia.
Major Estimate Revision • Jul 31Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$448.6m to AU$432.6m. EPS estimate also fell from AU$0.18 per share to AU$0.16 per share. Net income forecast to grow 60% next year vs 16% growth forecast for Metals and Mining industry in Australia. Consensus price target down from AU$5.72 to AU$5.52. Share price fell 11% to AU$3.45 over the past week.
Recent Insider Transactions Derivative • Jul 17Executive Director exercised options and sold AU$1.8m worth of stockOn the 15th of July, Michael Evans exercised 1.00m options at around AU$0.67, then sold 600k of the shares acquired at an average of AU$3.68 per share and kept the remainder. Since September 2024, Michael has owned 2.49m shares directly. Company insiders have collectively sold AU$325k more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Jul 02Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$481.4m to AU$448.6m. EPS estimate also fell from AU$0.21 per share to AU$0.18 per share. Net income forecast to grow 86% next year vs 20% growth forecast for Metals and Mining industry in Australia. Consensus price target down from AU$5.88 to AU$5.52. Share price fell 11% to AU$4.02 over the past week.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$3.89, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 4x in the Metals and Mining industry in Australia. Total returns to shareholders of 267% over the past three years.
お知らせ • Jun 26Emerald Resources NL Provides Update on Production Guidance for the Quarter Ending June 2025, September 2025 and December 2025 and Full Year of 2026Emerald Resources NL provided update on production guidance for the quarter ending June 2025, September 2025 and December 2025 and full year of 2026. For the quarter ending June 2025, the company anticipates Okvau Gold Mine gold production to be circa 21Koz. For the quarter ending September 2025, the company anticipates gold production to be between 25Koz to 30Koz. For the quarter ending December 2025, the company anticipates gold production to be between 25Koz to 30Koz. For the full year of 2026, the company anticipates gold production to be between 105Koz to 125Koz (to be updated with Okvau underground expansion).
分析記事 • Jun 24Emerald Resources (ASX:EMR) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • May 09After Leaping 26% Emerald Resources NL (ASX:EMR) Shares Are Not Flying Under The RadarEmerald Resources NL ( ASX:EMR ) shareholders would be excited to see that the share price has had a great month...
Price Target Changed • Apr 30Price target increased by 16% to AU$5.72Up from AU$4.92, the current price target is an average from 3 analysts. New target price is 43% above last closing price of AU$4.01. Stock is up 23% over the past year. The company is forecast to post earnings per share of AU$0.20 for next year compared to AU$0.14 last year.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$4.25, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 3x in the Metals and Mining industry in Australia. Total returns to shareholders of 246% over the past three years.
Major Estimate Revision • Mar 22Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$479.6m to AU$441.8m. EPS estimate also fell from AU$0.205 per share to AU$0.165 per share. Net income forecast to grow 45% next year vs 35% growth forecast for Metals and Mining industry in Australia. Consensus price target broadly unchanged at AU$4.72. Share price fell 2.9% to AU$4.00 over the past week.
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from AU$0.225 to AU$0.20 per share. Revenue forecast steady at AU$471.5m. Net income forecast to grow 54% next year vs 32% growth forecast for Metals and Mining industry in Australia. Consensus price target of AU$4.70 unchanged from last update. Share price fell 3.5% to AU$3.89 over the past week.
Reported Earnings • Feb 28First half 2025 earnings released: EPS: AU$0.091 (vs AU$0.071 in 1H 2024)First half 2025 results: EPS: AU$0.091 (up from AU$0.071 in 1H 2024). Revenue: AU$240.0m (up 34% from 1H 2024). Net income: AU$59.7m (up 38% from 1H 2024). Profit margin: 25% (in line with 1H 2024). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$4.34, the stock trades at a forward P/E ratio of 18x. Average trailing P/E is 13x in the Metals and Mining industry in Australia. Total returns to shareholders of 313% over the past three years.
分析記事 • Jan 30Emerald Resources NL (ASX:EMR) Looks Just Right With A 27% Price JumpThose holding Emerald Resources NL ( ASX:EMR ) shares would be relieved that the share price has rebounded 27% in the...
Recent Insider Transactions • Jan 10Independent Non-Executive Chairman recently bought AU$510k worth of stockOn the 9th of January, Jay Hughes bought around 150k shares on-market at roughly AU$3.40 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jay's only on-market trade for the last 12 months.
分析記事 • Nov 10With EPS Growth And More, Emerald Resources (ASX:EMR) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Oct 23Harmony Gold Reportedly Eyes $2 Billion Ravenswood Gold MineHarmony Gold Mining Company Limited (JSE:HAR) is understood to have expressed interest in an acquisition of the $2 billion Ravenswood Gold Mine that being sold by EMR Capital Pty. Ltd. and Golden Energy and Resources Pte. Ltd. DataRoom understands that the $11 billion South African-listed gold miner is keen to buy the Queensland asset that Azure Capital and UBS have been appointed to sell. Market sources say that a deal would make sense for Harmony, given that its share price has been on a tear on the back of the record gold price and it has the cash to pay for the gold mine. Harmony is likely to come up against Australian-listed gold miners like Regis Resources Limited (ASX:RRL), Gold Road Resources Limited (ASX:GOR) and Capricorn Metals Ltd. (ASX:CMM), while Emerald Resources NL (ASX:EMR) may be interested. Northern Star Resources Limited (ASX:NST) and Evolution Mining Limited (ASX:EVN) may also take a look.
Price Target Changed • Oct 12Price target increased by 8.1% to AU$4.45Up from AU$4.12, the current price target is an average from 3 analysts. New target price is 12% above last closing price of AU$3.99. Stock is up 61% over the past year. The company is forecast to post earnings per share of AU$0.15 for next year compared to AU$0.14 last year.
お知らせ • Oct 03Emerald Resources NL Announces Retirement of Simon Lee AO as Non-Executive DirectorEmerald Resources NL announced that Non-executive director, Simon Lee AO has decided to retire from his working commitments in the mining industry. Mr. Lee's retirement from the company’s Board will be effective from the date of the company's annual general meeting on 29 November 2024. Mr. Lee has an enviable track record in the resources sector which has included building billion dollar gold mining companies, Great Victoria Gold NL, Samantha Gold NL, Equigold NL and more recently Emerald Resources NL. Mr. Lee has had an outstanding career across a diverse range of business enterprises in a career that has based him in Asia, England, Canada and Australia. He held a number of positions, which included Board Member of the Australian Trade Commission (AUSTRADE), Chairman of the Western Australian Museum Foundation Trust and President of the Western Australian Chinese Chamber of Commerce Inc. In 1993 Mr. Lee received the Advance Australia Award for his contribution to commerce and industry and in 1994 he was made an Officer of the Order of Australia. Mr. Lee's largely unknown enormously impactful philanthropic contributions have also been wide ranging. Mr. Lee has served on the Board of the Company for over 10 years having joined as inaugural Chairman in 2014. Under his leadership and stewardship has seen the Company develop from a gold exploration company with a presence in the emerging Cambodian gold industry to a gold producer with exciting projects in Cambodia and Australia.
お知らせ • Oct 02Emerald Resources NL, Annual General Meeting, Nov 29, 2024Emerald Resources NL, Annual General Meeting, Nov 29, 2024.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$405.5m to AU$398.0m. EPS estimate also fell from AU$0.205 per share to AU$0.18 per share. Net income forecast to grow 44% next year vs 26% growth forecast for Metals and Mining industry in Australia. Consensus price target broadly unchanged at AU$4.12. Share price fell 2.1% to AU$3.82 over the past week.
Reported Earnings • Aug 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: AU$0.14 (up from AU$0.12 in FY 2023). Revenue: AU$373.0m (up 25% from FY 2023). Net income: AU$84.3m (up 17% from FY 2023). Profit margin: 23% (down from 24% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 66% per year whereas the company’s share price has increased by 69% per year.
分析記事 • Jun 28Is Emerald Resources (ASX:EMR) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Buy Or Sell Opportunity • Jun 12Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to AU$3.66. The fair value is estimated to be AU$2.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 80% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Price Target Changed • Apr 30Price target increased by 10.0% to AU$3.30Up from AU$3.00, the current price target is provided by 1 analyst. New target price is 6.8% below last closing price of AU$3.54. Stock is up 84% over the past year. The company is forecast to post earnings per share of AU$0.16 for next year compared to AU$0.12 last year.
分析記事 • Apr 17Emerald Resources NL's (ASX:EMR) 28% Jump Shows Its Popularity With InvestorsEmerald Resources NL ( ASX:EMR ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$3.38, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 4x in the Metals and Mining industry in Australia. Total returns to shareholders of 307% over the past three years.
分析記事 • Mar 21Should You Be Adding Emerald Resources (ASX:EMR) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Mar 02First half 2024 earnings: EPS and revenues exceed analyst expectationsFirst half 2024 results: EPS: AU$0.074 (up from AU$0.042 in 1H 2023). Revenue: AU$178.6m (up 34% from 1H 2023). Net income: AU$46.9m (up 76% from 1H 2023). Profit margin: 26% (up from 20% in 1H 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Feb 07Price target increased by 12% to AU$2.90Up from AU$2.60, the current price target is provided by 1 analyst. New target price is 5.5% below last closing price of AU$3.07. Stock is up 105% over the past year. The company is forecast to post earnings per share of AU$0.13 for next year compared to AU$0.12 last year.
分析記事 • Jan 09Emerald Resources NL's (ASX:EMR) Popularity With Investors Is ClearWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.88, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Metals and Mining industry in Australia. Total returns to shareholders of 357% over the past three years.
分析記事 • Nov 30Does Emerald Resources (ASX:EMR) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.88, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 361% over the past three years.
New Risk • Oct 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Oct 10Emerald Resources NL Announces Production Results At Okvau Gold Mine in Cambodia for the Quarter Ended September 2023The Board of Emerald Resources NL announced results of another strong Quarter of production in which 28,109 ounces of gold were produced at the Company's 100% owned Okvau Gold Mine in Cambodia (Okvau). This follows on from the successful achievement of FY23 gold production guidance with 108,866 ounces. Okvau's production for the September 2023 Quarter of 28,109 ounces with gold poured of 28,764 ounces September 2023 Quarterly production sees Emerald continue to achieve guidance of 25koz - 30koz per quarter Emerald has now poured over 8,000kgs of gold doré from its Okvau Gold Mine Gold sales for the September 2023 Quarter of 27,903 ounces at an average of $1,918/oz Cash and bullion holdings increased to $109.0 million ($70.4 million) at the end of the September Quarter (June 2023: $90.0 million) Indicative AISC for the September 2023 Quarter remain in line with previously disclosed guidance.
お知らせ • Oct 06Emerald Resources NL, Annual General Meeting, Nov 29, 2023Emerald Resources NL, Annual General Meeting, Nov 29, 2023, at 11:00 W. Australia Standard Time. Agenda: To consider election of Directors.
分析記事 • Sep 22Earnings Tell The Story For Emerald Resources NL (ASX:EMR)With a price-to-earnings (or "P/E") ratio of 21.8x Emerald Resources NL ( ASX:EMR ) may be sending bearish signals at...
分析記事 • Sep 01Is Emerald Resources (ASX:EMR) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Sep 01Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: AU$0.12 (up from AU$0.084 in FY 2022). Revenue: AU$299.5m (up 45% from FY 2022). Net income: AU$71.9m (up 58% from FY 2022). Profit margin: 24% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.15, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 357% over the past three years.
分析記事 • May 03These 4 Measures Indicate That Emerald Resources (ASX:EMR) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$1.73, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 9x in the Metals and Mining industry in Australia. Total returns to shareholders of 337% over the past three years.
Reported Earnings • Mar 17First half 2023 earnings released: EPS: AU$0.042 (vs AU$0.024 in 1H 2022)First half 2023 results: EPS: AU$0.042 (up from AU$0.024 in 1H 2022). Revenue: AU$133.8m (up 111% from 1H 2022). Net income: AU$26.6m (up 124% from 1H 2022). Profit margin: 20% (up from 19% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 66% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 14Emerald Resources NL Announces Chief Financial Officer ChangesEmerald Resources NL announced appointment of Ms. Shannon Campbell as Chief Financial Officer. Ms. Campbell is a Certified Practising Accountant with over 17 years of experience in the resources sector, including over 11 years in the gold sector. Ms. Campbell has held senior accounting and financial management roles across exploration activities, development projects and operating assets, with several ASX-listed companies including Regis Resources and Wiluna Mining. She has experience with companies operating in Australia, Cambodia, Indonesia, Peru and South Africa. Ms. Campbell joined the Company in 2019 as Financial Controller and has recently been in the position of Acting Chief Financial Officer. Ms. Campbell succeeds Mr. Brett Dunnachie who has transitioned into an Executive- Business Development role responsible for management of corporate and commercial aspects of the Company's existing operations and assessing additional gold development opportunities both in Australia and internationally.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$1.60, the stock trades at a trailing P/E ratio of 20.9x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total returns to shareholders of 239% over the past three years.
お知らせ • Jan 31Emerald Resources Nl Announces Significant Gold Exploration Results At Bullseye and MemotEmerald Resources NL continues to drill at its 60% owned (Bullseye Mining Limited)(Bullseye) North Laverton Gold Project located in Western Australia. Significant gold mineralisation from Bullseye's RC resource exploration programme on the Boundary and Neptune Prospects continue to demonstrate upside potential: 9m @ 7.35g/t Au from 59m including 1m @ 58.27g/t Au from 61m and 1m @ 16.02g/t Au from 73m (RC22NPT027); 38m @ 1.65g/t Au from 56m including 1m @ 16.60g/t Au from 92m (RC22BDY009); 14m @ 2.37g/t Au from 115m including 4m @ 4.63g/t Au from 117m (RC22NPT020); 5m @ 6.33g/t Au from 100m including 2m @ 14.7g/t Au from 100m (RC22BDY016); 28m @ 1.11g/t Au from 96m including 2m @ 6.89g/t Au from 98m (RC22NPT018); 4m @ 7.31g/t Au from 38m including 3m @ 9.13g/t Au from 39m (RC22NPT022); 17m @ 1.41g/t Au from 117m including 3m @ 5.39g/t Au from 127m (RC22NPT017). Resource update expected by end of FY23 with a reserve calculation shortly thereafter. Previously completed high-grade intersections to be integrated in the resource update include: 5m @ 60.25g/t Au from 171m (WDDH8) - Boundary Prospect; 45m @ 6.07g/t Au from 73m (BDRC058) - Boundary Prospect; 27m @ 9.34g/t Au from 153m (BDRC035) - Boundary Prospect; 53m @ 3.44g/t Au from 66m (WRC17) (EOH) - Boundary Prospect; 22m @ 4.87g/t Au from 17m (NPRD0056) - Neptune Prospect; 26m @ 6.95g/t Au from 40 (NPRD0039) - Neptune Prospect; 16m @ 10.10g/t Au from 63m (NPRD0026) - Neptune Prospect; 9m @ 9.44g/t Au from 82m (NPRD0078) - Neptune Prospect. Emerald continues to drill at its 100% owned Memot Gold Project in Cambodia. Recent significant drill results from the RC infill resource drill programme include: 1m @ 31.40g/t Au from 132m, 0.52% Cu and 0.52% Zn (RC22MMT073); 3m @ 7.11g/t Au from 132m (RC22MMT074); 1m @ 21.30g/t Au from 69m and 1.06% Cu (RC22MMT039); 7m @ 2.18g/t Au from 69m including 1m @ 11.15g/t Au from 70m and 1.49% Cu (RC22MMT047).
分析記事 • Nov 17Why We Think Shareholders May Be Considering Bumping Up Emerald Resources NL's (ASX:EMR) CEO CompensationShareholders will be pleased by the impressive results for Emerald Resources NL ( ASX:EMR ) recently and CEO Morgan...
お知らせ • Oct 08Emerald Resources NL Commenced an Update of the Okvau Gold Project's Resource and ReserveEmerald Resources NL has commenced an update of the Okvau Gold Project's Resource and Reserve. Emerald's exploration tenements, which comprise of a combination of 100% owned granted licences and joint venture agreements now cover a combined area of 1,239 km². Emerald continues to progress an exploration drill programme, focusing on infilling and extending the mineralisation proximally within and beyond the reserve pit shell. The drilling to date includes 23 drill holes for 7,372m (3,022m RC and 4,350m diamond) with 300m of assays pending. The best of the high-grade intersections are understood to be associated with the previously announced interpreted feeder zone. Another two holes, at a depth of 600m, have been planned to further test the depth and strike of this high-grade mineralised zone. The North Laverton Gold Project consists of 34 exploration licences (including 4 applications) and 4 mining licences controlling the entire Dingo Range greenstone belt which covers more than 800km² of tenure and has the potential to host multiple standalone deposits or satellite deposits to supply additional ore to central mill. It includes the Boundary, Neptune, Stirling, Hurleys and Bungarra Prospects over a 6.4km greenstone strike length. The planned ~98km resource definition drilling programme across the Boundary, Neptune, Stirling, Hurleys and Bungarra prospects, began in July 2022. Once completed will total circa 150,000m of new drilling available to estimate an updated North Laverton resource and a maiden reserve estimate.
お知らせ • Oct 06Emerald Resources NL, Annual General Meeting, Nov 24, 2022Emerald Resources NL, Annual General Meeting, Nov 24, 2022, at 11:00 W. Australia Standard Time.
Reported Earnings • Oct 01Full year 2022 earnings released: EPS: AU$0.085 (vs AU$0.032 loss in FY 2021)Full year 2022 results: EPS: AU$0.085 (up from AU$0.032 loss in FY 2021). Revenue: AU$206.5m (up AU$206.5m from FY 2021). Net income: AU$45.4m (up AU$62.1m from FY 2021). Profit margin: 22% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 21Emerald Resources NL Revises Production Guidance for the First Quarter of 2023; Re-Iterates Production Guidance for the Full Year of 2023Emerald Resources NL revised production guidance for the first quarter of 2023. The impact of this downtime is expected to lower gold production to circa 23,000 ounces for the current quarter. As announced on 29 July 2022, gold production since commissioning on oxide ore in June 2021 (inclusive of gold in circuit) was 100,951 ounces to the end of the June 2022. This included production for the June 2022 quarter of 26,654 ounces, in line with guidance of 100,000 to 110,000 ounces per annum.Full year guidance remains unchanged at 100,000 to 110,000 ounces per annum based upon production remaining at 25,000 to 30,000 ounces per quarter for the balance of fiscal year 2023.
お知らせ • Sep 14Emerald Resources Nl Announces Board ChangesEmerald Resources NL announced the appointment of Mr. Michael Bowen and Mr. Jay Hughes as Non-executive directors of the Company effective immediately. Mr. Bowen is a partner of the national law firm Thomson Geer. He practices primarily corporate, commercial and securities law with an emphasis on mergers, acquisitions, capital raisings and resources. Mr. Bowen advises both bidders and targets in various hostile and friendly takeovers and advises on schemes of arrangements for reconstructions and mergers and also has extensive experience in negotiating the terms of joint venture arrangements for major projects. Mr. Bowen holds a Bachelor of Laws, Jurisprudence and Commerce from the University of Western Australia. He has been admitted as a barrister and solicitor of the Supreme Court of Western Australia since 1979 and is also admitted as a solicitor of the High Court of Australia. He is a Certified Public Accountant and member of the Australian Society of Accountants. Mr. Bowen is also Non-executive Chairman of Lotus Resources Limited and Non-executive director of Genesis Minerals Limited and Omni Bridgeway Limited. Mr. Hughes started his career on the Perth Stock Exchange trading floor in 1986. In 2000 he was one of the founders of Euroz Limited and he is currently an Executive Director of Euroz Hartleys Group Limited and Non-Executive Chairman of Westoz Funds Management Pty Ltd. He was the Non-Executive Chairman of Westoz Investment Company Limited and Ozgrowth Limited until the successful completion of their takeover schemes in April 2022. He was recognised as an Affiliate of the ASX in December 2000 and was admitted in May 2004 as a Master Practitioner Member (MSAFAA) of the SAFAA. Mr. Hughes holds a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia (FINSIA).
お知らせ • Jul 29Emerald Resources NL Announces Gold Exploration Results Continue to Demonstrate Strong Upside PotentialEmerald Resources NL announced gold exploration results continue to demonstrate strong upside potential. Emerald's exploration tenements, which comprise of a combination of 100% owned granted licences and joint venture agreements now cover a combined area of 1,239 km². Emerald continues to progress an exploration drill programme focusing on infilling and extending the mineralization proximally within and beyond the reserve pit shell. The drilling to date includes 20 drill holes for 5,425m (2,718m RC and 2,707m diamond) with 754m of assays pending. The drilling identified significant mineralisation outside the current resource including 23m at 4.37g/t Au from 315m including 6m at 14.10g/t from 323m (RCDD22OKV444) (assays pending below 450m downhole) and 11m at 4.51g/t from 40m including 3m at 15.61g/t Au from 48m (RCDD22OKV436). The reported high-grade intersections are understood to be associated with the previously announced interpreted feeder zone. An additional eight, +600m holes has been planned to further test the depth and strike of these mineralised zones with the goal of extending the reserve beyond the current pit. The results will be incorporated in any future expansion of the Okvau resource and likely reserve base. The Company recently completed a 40 collar (2,559m) shallow reconnaissance RC drill programme over the previously announced significant gold-in-soil anomalism on the Okapai Prospect, located 15km South of the Okvau Gold Project. Arsenopyrite rich sulphide mineralisation of a similar style to the Okvau Gold Deposit has been observed with anomalous gold results including 43m at 0.43g/t from 21m (RC22OKA018), 1m at 8.45g/t from 29m (RC22OKA036) and 13m at 0.47g/t from 16m (RC22OKA017). These positive drill results have encouraged the Company to commit to further drilling later in the year once the dry season commences and access improves. The Company recently completed an analysis of the structural measurements collected from the previously announced 24 collar (4,280m) diamond drill programme (which includes significant drill results such as 1m at 37.20 g/t Au from 33m (DD21MMT005); 1m at 31.70g/t Au from 49m (DD21MMT010); and 0.4m at 17.70 g/t Au, 230 g/t Ag, 2.78% Cu, 0.56% Pb and 1.74% Zn from 190m (DD22MMT013). The mineralisation is associated with a quartz hosted stacked vein sets dipping shallowly to the North-East with current interpreted strike length of 650m and open in all directions. The Company also completed an extensive geochemical survey, covering the surrounding ground in a ~3km radius around the significant artisanal workings and maidan diamond drill programme. The survey included both a 734 geochemical auger soil sampling programme was completed on a 50m x 200m grid and a 1309 sample geochemical shallow soil programme sampled on a 100m x 200m grid. The peak assay results returned includes 2320, 1790, 1420, 1000, 958, 660, 558, 538, 507, 428, 391, 386 and 339 Au ppb. The results indicate a +30ppb Au anomaly with a +3km strike length, and significant nearby Cu, As and Ag anomalism, indicating the known gold results are part of a potentially larger mineralised system. A ~5,000m RC infill drill programme has been planned to commence next quarter to bring the current drill spacing down to a nominal 50m x 100m spacing and to further explore the extents of the mineralisation down dip and along strike. The Company recently received the results from a 1,140 shallow soils geochemical sampling programme were returned with peak results including 11550, 765, 713, 427 and 331 ppb Au. The samples were taken on a 50m x 200m grid and anomalous gold-in-soil results are associated with two sub-parallel, significant chargeability geophysics IP anomalies extending ~2km in length. Further geochemistry programmes are being planned to infill around the significant results to assist with future drill targeting. The Company continues to complete other exploration activities such as geochemical surveys programmes soil geochemistry programmes on the Oktung and Phnom Ktung licences. The Company remains vigilant on opportunities to expand its regional footprint in Cambodia by identifying prospective tenure and advancing discussions with potential joint venture partners. The Company continues to assess additional gold development opportunities both in Australia and internationally with the aim to create a multi asset gold producing company.
お知らせ • Jul 15Emerald Resources NL Reports the Exceptional Drill Results from Bullseye Mining Limited's Recent 14,341M Resource and Mine Definition Drilling Completed on the Neptune Gold ProspectEmerald Resources NL reported the exceptional drill results from Bullseye Mining Limited's (Bullseye)(EMR: 59.32%) recent 14,341m resource and mine definition drilling completed on the Neptune Gold Prospect (Neptune). The results of 7,244m of this drilling were reported by Bullseye in its Supplementary Target Statement dated 21 February 2022 with the balance reported in this announcement. The exceptional drill results include; 22m @ 4.87g/t from 17m (NPRD0056), 9m @ 9.44g/t from 82m (NPRD0078), 33m @ 3.82g/t from 37m (NPMD1019), 15m @ 6.60g/t from 67m (NPMD1007), 3m @ 29.85g/t from 45m (NPMD1026), 25m @ 5.24g/t from 0m (NPGC0053), 40m @ 2.98g/t from 14m (NPGC0025), 6m @ 14.24g/t from 37m (NPGC0018), 9m @ 9.36g/t from 7m (NPGC0045). The Neptune Prospect is a 430m south-eastern extension of Bullseye's Boundary Prospect. A 23 collar (2,140m) resource definition programme was completed in early 2021 (see Appendix One). This was followed by an 84 collar (5,104m) mine definition RC programme in late 2021 (see Appendix One). In early 2022, a further 24 collar (4,005m) RC resource definition programme and 64 collar (3,092m) infill mine definition RC programme was completed (see Appendix Two). The significant results are reported below in Tables 1, 2 and 3.Table 1 - Resource Definition RC Drilling completed 2021 and early 2022. 22m @ 4.87g/t from 17m (NPRD0056). 9m @ 9.44g/t from 82m (NPRD0078). 3m @ 20.55g/t from 70m (NPRD0065), 9m @ 6.29g/t from 74m (NPRD0042), 16m @ 3.07g/t from 26m (NPRD0053), 16m @ 2.59g/t from 56m (NPRD0063), 19m @ 2.11g/t from 45m (NPRD0051), 10m @ 3.67g/t from 38m (NPRD0059), 3m @ 12.11g/t from 69m (NPRD0051), 17m @ 2.12g/t from 77m (NPRD0086). Significant gold mineralisation from mine definition RC drill programme completed late 2021. 33m @ 3.82g/t from 37m (NPMD1019), 15m @ 6.60g/t from 67m (NPMD1007), 3m @ 29.85g/t from 45m (NPMD1026), 53m @ 1.45g/t from 12m (NPMD1034) 22m @ 2.54g/t from 16m (NPMD1052), 8m @ 6.91g/t from 37m (NPMD1065), 17m @ 2.98g/t from 72m (NPMD1000).
お知らせ • Jul 05Emerald Resources NL Announces Drill Results at Bullseye's Neptune Gold ProspectEmerald Resources NL reported the exceptional drill results from Bullseye Mining Limited's recent 14,341m resource and mine definition drilling completed on the Neptune Gold Prospect (Neptune). The results of 7,244m of this drilling were reported by Bullseye in its Supplementary Target Statement dated 21 February 2022 with the balance reported in this announcement. The exceptional drill results include; 22m @ 4.87g/t from 17m (NPRD0056); 9m @ 9.44g/t from 82m (NPRD0078); 33m @ 3.82g/t from 37m (NPMD1019); 15m @ 6.60g/t from 67m (NPMD1007); 3m @ 29.85g/t from 45m (NPMD1026); 25m @ 5.24g/t from 0m (NPGC0053); 40m @ 2.98g/t from 14m (NPGC0025); 6m @ 14.24g/t from 37m (NPGC0018); 9m @ 9.36g/t from 7m (NPGC0045). The Neptune Prospect is a 430m south-eastern extension of Bullseye's Boundary Prospect. A 23 collar (2,140m) resource definition programme was completed in early 2021. This was followed by an 84 collar (5,104m) mine definition RC programme in late 2021. In early 2022, a further 24 collar (4,005m) RC resource definition programme and 64 collar (3,092m) infill mine definition RC programme was completed. The North Laverton Gold Project consists of 32 exploration licenses (including 2 applications) and 4 mining licenses controlling the entire Dingo Range greenstone belt which covers more than 800km 2 of tenure and has the potential to host multiple standalone deposits or satellite deposits to supply additional ore to central mill. It includes the Boundary, Neptune, Stirling, Hurleys and Bungarra Prospects over a 6.4km greenstone strike length. The recent drilling on the Neptune Prospect continued to delineate high-grade, southeast trending mineralized structures extending 430m from the Boundary prospect. The regional long section also highlights the potential for extensions of mineralization both down-dip and along strike of all prospects. The interpreted corridor of mineralization extends along the 6.4km strike length between the northern Boundary Prospect and the southern Bungarra Prospect.
お知らせ • Jun 17Emerald Resources Announces Okvau Reaches 3,000 Kgs Gold Bullion MilestoneEmerald Resources NL advised that the Company's 100% owned Okvau Gold Mine in Cambodia which saw first commercial gold production in September 2021 has now poured over 3,000kgs of gold bullion from its operations. This significant milestone coincided with the Company's celebration of International Day of Women in Mining and the inaugural Community Open Day for the Okvau Gold Project. The Company's wholly owned subsidiary, Renaissance Minerals (Cambodia) Limitedand OPMS (Cambodia) Co. Ltd. (OPMS), the local subsidiary of MACA Mining, employ 58 women working across a variety of roles which include environment andcommunity management, laboratory supervisors, mining engineers, geologists, metallurgical technicians, heavy equipment operators, administration and camp. The inaugural Community Open Day saw more than 600 community members from Chong Plas and Memong Communes visited Chong Plas Primary School to learn about the Okvau Gold Project via mining, processing, safety, environment and human resources displays. Visitors enjoyed video presentations, listening to Emerald's local employees talk about their roles, observing how the site is monitored for environmental compliance and learning about the important role the local Phnom Prich Wildlife Sanctuary Rangers have in protecting the forest. OPMS provided a popular earthmoving display and 50 visitors were hosted at the mine and provided an in-depth tour.
分析記事 • May 20Here's Why Emerald Resources (ASX:EMR) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 23We Think That There Are Issues Underlying Emerald Resources' (ASX:EMR) EarningsEmerald Resources NL's ( ASX:EMR ) stock was strong after they reported robust earnings. However, our analysis suggests...
お知らせ • Jan 31Emerald Resources NL Provides an Interim Exploration Update for the Ongoing Maiden Drilling Program at the 100% Owned Memot Gold ProjectEmerald Resources NL provided an interim exploration update for the ongoing maiden drilling program at the 100% owned Memot Gold Project located 95km to the south west of the Company's 1.14Moz Okvau Gold Mine. The Company has undertaken a broad spaced 2,500m diamond core drill program targeting regional stratigraphy and structural continuity associated with historical drilling results and local artisanal workings. The drilling also (in part) targets strong chargeability anomalies identified from the recently completed IP geophysical surveys. At the date of this announcement, 13 diamond holes had been drilled (2,194m drilled) of which the gold results from the first ten holes have been returned (1,498 samples). The Company is awaiting multi-element assay results. Mineralised sub-horizontal quartz veins sets have been identified in all holes drilled to date at less than ~50m vertical depth including 1m @ 37.20 g/t Au from 33m (DD21MMT005), 1m @ 31.70g/t from 49m (DD21MMT010), 1m @ 25.40 g/t Au from 30m (DD21MMT006), and 1m @ 11.10 g/t Au from 28m (DD21MMT002). The mineralisation is associated with quartz veining and sulphides including arsenopyrite, chalcopyrite, pyrrhotite, pyrite and sphalerite. The recent drill results confirmed the reported mineralisation in the historical diamond drilling completed by previous tenement holders. Historic reported results include 3.54m @ 10.3g/t Au from 0m (ZK8-1), 0.3m @ 96g/t Au from 12.7m (ML7), 4m @ 5.98g/t Au from 7m (ML8), 0.3m @ 76.5g/t Au from 10.7m (ML6) and 3.8m @ 5.46g/t Au from 0m (ZK12-7). This historic drilling indicates the mineralisation continues towards the NE for at least ~500m beyond the current drill program. As the processing of the structural data from the core logging continues, additional drill targets at depth are being identified. Drilling will continue to investigate extensions of the known mineralisation. Additional identified historical work includes mapping and 23 rock chip samples (verified) from around the shafts and the artisanal workings. These results include 8 values greater that 9g/t with peak values of 72.8g/t, 74.5g/t and 83.2g/t Au coincident with high values of the same associated elements observed at the Okvau Gold Project (As, Te, Sb and Bi). In addition to the peak gold values, 3 rock chips samples also returned significant Ag (>190 g/t) and Cu (>3 %) values. Notably the highest grade (historical) rock chip samples were collected from the stockpiles created from spoils from underground mining. As previously announced, Emerald's technical team collected preliminary rock chip grab samples from recently mined stockpiled material and outcrops from the surrounding area. 5 of the 12 samples returned assays greater than 4g/t with the peak values of 40.4, 27.3, 23.6 and 13.65 g/t Au (including 226g/t Ag, 1.45% Pb and 1.43%Zn). Geochemistry sampling programs and geophysical surveys have been planned to start next quarter to identify possible regional scale extensions of the mineralisation at Memot, which has been largely untested by modern exploration techniques.
Recent Insider Transactions • Dec 15Non-Independent Non-Executive Director recently bought AU$1.1m worth of stockOn the 10th of December, Ross Stanley bought around 1m shares on-market at roughly AU$1.08 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$1.3m more in shares than they have sold in the last 12 months.
お知らせ • Dec 08Emerald Resources NL (ASX:EMR) signed Takeover Bid Implementation Agreement to acquire remaining 80.55% stake in Bullseye Mining Limited for AUD 23.5 million.Emerald Resources NL (ASX:EMR) signed Takeover Bid Implementation Agreement to acquire remaining 80.55% stake in Bullseye Mining Limited for AUD 23.5 million on December 7, 2021. Under the Offer, Bullseye shareholders will receive 1 new Emerald share for every 3.43 Bullseye shares held. Emerald Resources NL has issued 22,067,700 Shares as consideration shares. The Offer will be implemented by way of an off-market takeover offer under the Australian Corporations Act. Emerald has acquired 19.45% of the current Bullseye shares on issue from existing Bullseye shareholders on the same terms as under the Offer Pre-bid Acquisition. The Offer is unanimously recommended by the Directors of Bullseye, who have also agreed to accept the Offer in respect of all shares they control, in each case, in the absence of a superior offer. The Offer is subject to a number of conditions including a 90% minimum acceptance condition, no Bullseye Material Adverse Change, occurring in relation to Bullseye and occurring in relation to Bullseye, No regulatory action, No Prescribed Occurrences, No exercise of rights under certain agreements or arrangements. The parties intend that the Offer Period will be one month, and agree that the Offer Period may be extended by Emerald at its discretion or automatically, in accordance with the Corporations Act. Offer period begins on December 9, 2021 and ends on January 10, 2022. Emerald and Bullseye have agreed to a deal protection regime including no shop and no talk rights, a right to match any superior offer and payment of an agreed break fee of AUD 500,000 to either party in certain circumstances. Steinepreis Paganin and Euroz Hartleys Limited acted as legal and financial advisor respectively to Emerald Resources NL. MPH Lawyers acted as legal advisor to Bullseye Mining Limited.
お知らせ • Dec 07Emerald Resources NL (ASX:EMR) acquired 19.45% stake in Bullseye Mining Limited for AUD 4.6 million.Emerald Resources NL (ASX:EMR) acquired 19.45% stake in Bullseye Mining Limited for AUD 4.6 million on December 7, 2021. Emerald Resources NL (ASX:EMR) completed the acquisition of 19.45% stake in Bullseye Mining Limited on December 7, 2021.
Reported Earnings • Sep 28Full year 2021 earnings released: AU$0.032 loss per share (vs AU$0.022 loss in FY 2020)Full year 2021 results: Net loss: AU$16.7m (loss widened 46% from FY 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 21Emerald Resources Nl Completes Ramp Up Activities at its 100% Owned 2.0Mtpa Okvau Gold MineEmerald Resources NL has completed ramp up activities at its 100% owned 2.0Mtpa Okvau Gold Mine. The management team will continue to focus on optimising the performance of the Okvau Gold Mine. Post commissioning of the sulphide float regrind circuit and achieving practical completion in July 2021, activities have focussed on ramp up to full production which has been maintained for a number of weeks. Gold production since commissioning on oxide ore in June 2021 (inclusive of gold in circuit) is approximately 19,000 ounces with circa 23,000 ounces expected to the end of the current quarter. This includes ore production for the first 15 days of September averaging 420 ounces per day recovered, confirming suitability of all plant for +100,000 ounce per annum gold production. Since the Company's maiden gold pour in June 2021, six shipments totalling 8,144 ounces of gold have been received by the refinery with out-turns received. A total of 6,958 ounces of gold have been sold to date at an average price of USD 1,795 per ounce. A further 5,132 ounces of gold dore has been poured ahead of mint out-turn. The process plant has run consistently above nameplate throughput rate of 2.0Mtpa. Throughput rate for this period has averaged 275 tonnes per hour which is 10% above DFS target. The plant has been run on predominantly fresh Diorite and Hornfelsed Metasediment ore feed. Ore reconciliation to date on a combination of oxide and sulphide ore feed has been strongly positive with actual production numbers indicating +25% positive reconciliation to reserve. Whilst the numbers are preliminary in nature due to the early stage of production the trend in sulphide grade control reconciliation to reserve is also positive +33% with higher grade and additional tonnes defined. Sulphide ore gold recoveries to date have averaged 82% which is in line with the expectations for the areas mined and milled (part transitional ore treated). Forecast gold recoveries for life of mine average 84%, further refinement of the sulphide circuit and ore blend management are expected to improve recoveries to +84%. The current cost per day average is on budget compared to DFS forecast, which is based on a USD 1,450 gold price assumption, an AISC of USD 754 per ounce and a 2Mtpa plant at 2.0g/t for 106,000 ounces per annum. This equates to approximately USD 220,000 per day cost profile during operations. The AISC for August 2021 was approximately USD 225,000 per day. With the positive reconciliation and additional throughput, the operation is expected to achieve an annualised AISC per ounce of USD 720 to USD 780/oz. Gold production guidance at the Okvau Gold Mine remains in line with the DFS of 100,000oz to 110,000oz on an annualised basis. Production guidance for the remainder of FY2022 remains in line with DFS forecasts at 25-30,000 ounces per quarter and cash costs of USD 720 - USD 780/oz.
お知らせ • Jun 25Emerald Resources NL Pours First Gold At Its 100% Owned 1.14Moz Okvau Gold MineEmerald Resources NL announced that it has commissioned the gold room and poured first gold at its 100% owned 1.14Moz Okvau Gold Mine. Two gold bars weighing a combined 8.6kg were produced during the three day commissioning of the gold room. Commissioning activities at Okvau are well advanced and have initially focussed on the processing of oxide ore from crusher to the SAG mill, and through the CIL tanks, stripping circuits and detox circuit. The focus will now shift to commissioning the fine grind float circuit and adding higher grade sulphide ore to the process plant over coming weeks as the Okvau Gold Project ramps up to full production.
お知らせ • Jun 08Emerald Resources NL Announces First Ore Feed and Wet Commissioning Commenced at Okvau Gold PlantEmerald Resources NL announced that it has commenced crushing activities, delivered the first ore feed to the Mill and has commenced wet commissioning of the Processing Plant at the company's 100% owned 1.14Moz Okvau Gold Project in advance of the maiden gold pour this month. Crushing circuit commissioned and stockpiling crushed ore. First ore feed to the processing plant and wet commissioning. commenced. Okvau substation energised and fully operational. Tailings Storage Facility (Stage 1) completed and ready for tailings. discharge. 245,000 tonnes of ore on the ROM. Ramp up of gold in circuit allowing for maiden gold pour this month.
Reported Earnings • Mar 18First half 2021 earnings released: AU$0.016 loss per share (vs AU$0.013 loss in 1H 2020)First half 2021 results: Net loss: AU$8.08m (loss widened 112% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 32% per year.
お知らせ • Mar 03Emerald Resources NL has announced a Derivatives Offering in the amount of AUD 0.5225 million.Emerald Resources NL has announced a Derivatives Offering in the amount of AUD 0.5225 million. Security Name: Options Security Type: Equity Option Securities Offered: 550,000 Price\Range: AUD 0.95 Transaction Features: ESOP Related Offering
分析記事 • Feb 14How Does Emerald Resources' (ASX:EMR) CEO Salary Compare to Peers?Morgan Hart became the CEO of Emerald Resources NL ( ASX:EMR ) in 2014, and we think it's a good time to look at the...
お知らせ • Jan 29Emerald Resources NL Reports Encouraging Exploration Results from Recent Drilling at the Okvau Gold ProjectEmerald Resources NL reported further encouraging exploration results from recent drilling at the Okvau Gold Project. Emerald continued testing the potential high-grade feeder zone for the Okvau mineralisation with a follow up 5 collar 1,267m drill programme. The drilling intersected a sub vertical mineralised zone on several sections including 17m @ 6.06g/t from 258m, including 6m @ 11.40g/t (RCDD20OKV424). Further work is planned to better understand the significance of the interpreted high-grade feeder zone. The newly defined mineralisation sits outside the current Okvau Reserve pit and has the strong potential to add positively to the Okvau Gold Project economics. Additional drilling of the fault/feeder zone mineralisation and the extension of the zone has the potential to significantly add to the existing resource and add to an expansion of the in pit reserve. Emerald has continued with its exploration programme to better delineate the strong gold-in-soil anomalism on the O'Kapai Prospect located within the O'Kthung licence by infilling with 557 Auger soils to a 25m x 25m and 25m x 50m grids. The peak results returned include 1000, 434, 150, 128, and 104 ppb Au. All of which are proximal to the Diorite/Hornfels contact on the southern margin of a mapped felsic intrusive unit. This lithological contact is in a geologically similar setting to many of the high-grade mineralised structures within the 1.1Moz Okvau Gold Project. This interpreted 1,000m strike of anomalous Auger soil results is located within 13km from the Okvau Gold Project. Further work is being planned, including additional Auger sampling, geophysical surveys and first pass reconnaissance drilling to test the significance of the O'Kapai anomaly.
分析記事 • Dec 23What Percentage Of Emerald Resources NL (ASX:EMR) Shares Do Insiders Own?If you want to know who really controls Emerald Resources NL ( ASX:EMR ), then you'll have to look at the makeup of its...
Is New 90 Day High Low • Dec 14New 90-day high: AU$0.68The company is up 5.0% from its price of AU$0.65 on 15 September 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 13% over the same period.
分析記事 • Nov 18Is Emerald Resources (ASX:EMR) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Sep 26Full year earnings released - AU$0.0045 loss per shareOver the last 12 months the company has reported total losses of AU$11.5m, with losses widening by 30% from the prior year.