View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMincor Resources 将来の成長Future 基準チェック /26現在、 Mincor Resourcesの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長14.7%収益成長率64.6%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日16 Jul 2023今後の成長に関する最新情報Price Target Changed • Jul 12Price target increased by 27% to AU$1.80Up from AU$1.42, the current price target is provided by 1 analyst. New target price is 29% above last closing price of AU$1.39. The company posted a net loss per share of AU$0.031 last year.Breakeven Date Change • Apr 01Forecast breakeven date pushed back to 2024The 5 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 30% to 2023. The company is expected to make a profit of AU$108.2m in 2024. Average annual earnings growth of 32% is required to achieve expected profit on schedule.Price Target Changed • Mar 31Price target decreased by 8.5% to AU$1.50Down from AU$1.64, the current price target is an average from 6 analysts. New target price is 6.8% above last closing price of AU$1.41. Stock is down 39% over the past year. The company is forecast to post earnings per share of AU$0.073 next year compared to a net loss per share of AU$0.031 last year.Price Target Changed • Mar 30Price target decreased by 7.8% to AU$1.53Down from AU$1.66, the current price target is an average from 6 analysts. New target price is 8.4% above last closing price of AU$1.42. Stock is down 34% over the past year. The company is forecast to post earnings per share of AU$0.073 next year compared to a net loss per share of AU$0.031 last year.Price Target Changed • Mar 17Price target decreased by 8.9% to AU$1.66Down from AU$1.83, the current price target is an average from 6 analysts. New target price is 58% above last closing price of AU$1.06. Stock is down 48% over the past year. The company is forecast to post earnings per share of AU$0.063 next year compared to a net loss per share of AU$0.031 last year.Price Target Changed • Nov 02Price target decreased to AU$2.01Down from AU$2.39, the current price target is an average from 4 analysts. New target price is 47% above last closing price of AU$1.37. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of AU$0.13 next year compared to a net loss per share of AU$0.031 last year.すべての更新を表示Recent updatesBoard Change • Jul 15Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Peter Bewick was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Jul 12Price target increased by 27% to AU$1.80Up from AU$1.42, the current price target is provided by 1 analyst. New target price is 29% above last closing price of AU$1.39. The company posted a net loss per share of AU$0.031 last year.New Risk • Jul 07New major risk - Revenue and earnings growthEarnings have declined by 35% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 35% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (12% increase in shares outstanding). Significant insider selling over the past 3 months (AU$3.0m sold).お知らせ • Jul 06+ 1 more updateMincor Resources NL Announces Board ChangesMincor Resources NL advised that further to the announcement on 5 July 2023, confirming that at close of the on-market takeover offer by Wyloo Consolidated Investments Pty Ltd. (Wyloo), Wyloo holds an interest and voting power in 92.71% of Mincor. Wyloo are proceeding to compulsory acquisition of the remaining Mincor shares under the compulsory acquisition provisions of the Corporations Act 2001 (Cth). In light of the effective change of control, Messrs John Hartman and Luca Giacovazzi have been appointed directors of the Company effective 6 July 2023, replacing Messrs Brett Lambert and Michael Bohm who have each resigned effective 6 July 2023.Recent Insider Transactions Derivative • May 04MD, CEO & Director exercised options and sold AU$471k worth of stockOn the 3rd of May, Gabrielle Iwanow exercised options to acquire 337k shares at no cost and sold these for an average price of AU$1.40 per share. This trade did not impact their existing holding. Since December 2022, Gabrielle's direct individual holding has increased from 820.12k shares to 861.51k. Company insiders have collectively sold AU$3.5m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 02Insider recently sold AU$1.2m worth of stockOn the 26th of April, Michael Bohm sold around 860k shares on-market at roughly AU$1.40 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$1.8m more than they bought in the last 12 months.分析記事 • May 01What You Need To Know About The Mincor Resources NL (ASX:MCR) Analyst Downgrade TodayThe analysts covering Mincor Resources NL ( ASX:MCR ) delivered a dose of negativity to shareholders today, by making a...Breakeven Date Change • Apr 01Forecast breakeven date pushed back to 2024The 5 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 30% to 2023. The company is expected to make a profit of AU$108.2m in 2024. Average annual earnings growth of 32% is required to achieve expected profit on schedule.Price Target Changed • Mar 31Price target decreased by 8.5% to AU$1.50Down from AU$1.64, the current price target is an average from 6 analysts. New target price is 6.8% above last closing price of AU$1.41. Stock is down 39% over the past year. The company is forecast to post earnings per share of AU$0.073 next year compared to a net loss per share of AU$0.031 last year.Price Target Changed • Mar 30Price target decreased by 7.8% to AU$1.53Down from AU$1.66, the current price target is an average from 6 analysts. New target price is 8.4% above last closing price of AU$1.42. Stock is down 34% over the past year. The company is forecast to post earnings per share of AU$0.073 next year compared to a net loss per share of AU$0.031 last year.Price Target Changed • Mar 17Price target decreased by 8.9% to AU$1.66Down from AU$1.83, the current price target is an average from 6 analysts. New target price is 58% above last closing price of AU$1.06. Stock is down 48% over the past year. The company is forecast to post earnings per share of AU$0.063 next year compared to a net loss per share of AU$0.031 last year.Reported Earnings • Feb 24First half 2023 earnings released: AU$0.11 loss per share (vs AU$0.03 loss in 1H 2022)First half 2023 results: AU$0.11 loss per share (further deteriorated from AU$0.03 loss in 1H 2022). Revenue: AU$19.5m (up AU$19.5m from 1H 2022). Net loss: AU$54.7m (loss widened 295% from 1H 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 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 fallen by 17% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.分析記事 • Jan 21Mincor Resources NL's (ASX:MCR) Intrinsic Value Is Potentially 74% Above Its Share PriceDoes the January share price for Mincor Resources NL ( ASX:MCR ) reflect what it's really worth? Today, we will...お知らせ • Jan 19Mincor Resources NL Announces Outstanding new high-grade intercepts at Northern OperationsMincor Resources NL reported further significant assay results from underground drilling targeting extensions of the Durkin North and LN04a orebodies within the highly prospective exploration zone at the Company's Long and Durkin North Operations at Kambalda in Western Australia. Modelling and interpretation of this new geological data has led to the interpretation of a considerably broader Long-Durkin North mineralised channel. The latest interpretation suggests that Long, LN04a and Durkin North orebodies all form part of the same, broad mineralised channel, which may have a strike extent of greater than 2.5km. The high-grade massive sulphide intersections observed within this channel resemble the typical Kambalda-type ore surfaces currently being mined at Mincor's Northern Operations. This recently defined mineralised channel is believed to represent a significant exploration opportunity for the Company and further systematic step-out drilling is planned over the current financial year to determine the potential for economic mineralisation, as well as further potential strike extensions of the Durkin North orebodies. New drilling points to a broader Long-Durkin North mineralised channel: The latest drill results indicate extensions of the Durkin North orebodies with mineralised surfaces continuing beyond the existing resources and remaining open both along strike and down-dip. In particular, the significant high-grade intercepts at Durkin North highlight the potential for strike and down-dip extensions to the west, previously untested. The Company is excited about the implications of the recently defined Long-Durkin North mineralised channel and the potential to delineate further high-grade mineralisation within areas where there has been no systematic drill testing. A significant underground drilling program will continue at the Northern Operations over the remainder of FY2023 with the focus on step-out and in-fill drilling within the recently defined Long-Durkin North mineralised channel and further grade control drilling. LN04a: The latest round of drilling has provided additional confidence in the up-dip continuity of the LN04a orebody, with multiple high-grade intercepts returned outside of the current Mineral Resource. These results further reinforce the potential of LN04a to extend beyond the original interpretation, with mineralisation remaining open along strike and, notably, up-dip. Highlights of the recent up-dip diamond drilling intercepts include: ULG-22-130 - 1.5m @ 11.8% Ni; ULG-22-120 - 5.8m @ 3.7% Ni; and ULG-22-134 - 1.4m @ 3.7% Ni. Maiden underground drill program at Cassini Mine: The Company recently announced that it had secured a third underground diamond drill rig to accelerate exploration activities at Cassini. Originally planned for later in CY2023, the arrival of an additional rig has substantially accelerated the early exploration programs at Cassini and represents the first underground exploration work to be undertaken at this new mine since development of the operation began. The new rig has commenced underground drilling at Cassini. Drilling will initially take place from existing stockpile in the main Woodall Decline, with early programs targeting the highly prospective Cassini North channel (Figure 5). Similar to the Northern Operations, the potential for resource extensions at Cassini is enhanced by the proximity to existing high-quality underground infrastructure, with Cassini offering opportunities to introduce additional near-term ore sources and materially extend mine life. Cassini North Initial Target: Cassini North is a U-shaped ultramafic channel located sub-parallel to the Cassini orebody. Mincor previously tested the uppermost portion of the interpreted channel from surface in 2020, resulting in multiple >1% Ni intersections. While the Cassini North channel is modelled to extend down-plunge, sub-parallel to the Cassini orebody, there has so far been no drill testing of the channel below approximately 550m from surface. Underground development at Cassini now provides excellent drill platforms to undertake systematic drill testing of the down-plunge extents of the Cassini North channel. Initial drilling is aimed at better defining Cassini North channel architecture and further resource development at Cassini. Hartley Prospect: Geological interpretation and modelling of the geophysical data at the Hartley prospect is ongoing. The main objective of this work is to develop a robust geological model and enable detailed understanding of the channel architecture, both of which, once completed, will be used to guide further exploration drilling. A moving loop electromagnetic (MLEM) program has been extended and now covers the broader prospect area. The MLEM program is expected to be competed in March 2023.お知らせ • Jan 05Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 8.747117 million.Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 8.747117 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,292,890 Price\Range: AUD 1.39お知らせ • Dec 14Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 55.000001 million.Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 55.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 39,568,346 Price\Range: AUD 1.39 Discount Per Security: AUD 0.04865 Transaction Features: Subsequent Direct Listingお知らせ • Nov 29Mincor Resources NL Announces the Successful Firing and Extraction of the First Production Stope At Cassini Nickel Mine in Western AustraliaMincor Resources NL announced the successful firing and extraction of the first production stope at the Company's 100%-owned Cassini Nickel Mine in Western Australia. Stope extraction (`bogging') has now been completed for the first stope of the 2005 Level (at Cassini), with the mining cycle now moving onto adjacent stopes. The successful completion of the first Cassini stope is an exciting milestone event for the Company, with Mincor having now taken the project from initial geological discovery right through to production stoping. Cassini is one of very few greenfield nickel discoveries in the Kambalda district in recent years. The commencement of stoping at Cassini is also a significant step in the operational ramp-up of Mincor's Kambalda Nickel Operations, with both mines (Cassini and Northern Operations) continuing to make steady progress towards achieving full-scale production, forecast to accelerate over the second half of fiscal year 2023.Price Target Changed • Nov 02Price target decreased to AU$2.01Down from AU$2.39, the current price target is an average from 4 analysts. New target price is 47% above last closing price of AU$1.37. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of AU$0.13 next year compared to a net loss per share of AU$0.031 last year.お知らせ • Oct 28Mincor Resources NL Reports Initial Ore Reserve From Long and Durkin North Mines at Its Northern Operations in Kambalda, Western AustraliaMincor Resources NL reported an initial Ore Reserve for the recently discovered LN04a Surface, located in the exploration zone between the Long and Durkin North Mines at its Northern Operations in Kambalda, Western Australia (Golden Mile). The initial Golden Mile Ore Reserve comprises a Probable Ore Reserve of 475,000 tonnes @ 2.6% Ni for 12,500 Ni tonnes, increasing the total Ore Reserves at the Northern Operations by 58% and total Ore Reserves across the Company's Kambalda Nickel Operations by 18%. Given the close proximity of the new mining area to existing underground infrastructure connecting the Long and Durkin North Operations, access development is planned to commence to the new area over the course of FY23, with first stoping targeted for late (calendar year) 2023. Importantly, the new mining zone will provide a third discrete mining front at the Northern Operations, substantially increasing mining flexibility and de-risking the Company's broader ramp-up objectives. The Company has incorporated the new Ore Reserve into an updated Life-of-Mine (LOM) plan for the Northern Operations, extending the group Reserve-backed mine life out to six years. The Company is pleased with the rapid progress achieved at the Golden Mile to date, with this initial Ore Reserve coming just 16 months after the commencement of the Golden Mile exploration drilling program, and only three months after the delivery of the initial Mineral Resource for the LN04a Surface.お知らせ • Sep 09Mincor Resources NL, Annual General Meeting, Nov 04, 2022Mincor Resources NL, Annual General Meeting, Nov 04, 2022, at 10:00 W. Australia Standard Time. Location: Karri Room, Central Park, 152/158 St Georges Terrace Perth Western Australia AustraliaReported Earnings • Sep 01Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: AU$0.031 loss per share (vs AU$0.031 loss in FY 2021). Revenue: AU$32.4m (up AU$32.3m from FY 2021). Net loss: AU$14.7m (loss widened 9.5% from FY 2021). Revenue exceeded analyst estimates by 8.9%. Earnings per share (EPS) missed analyst estimates by 460%. Over the next year, revenue is forecast to grow 492%, compared to a 87,092% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 28+ 1 more updateMincor Resources NL Announces Managing Director TransitionMincor Resources NL advised that, with the Company's successful return to the ranks of Australian nickel producers and the ramp-up of its Kambalda Nickel Operations now well underway, David Southam has decided to step down as the Company's Managing Director and CEO. The decision reflects Mr. Southam's view that this is a logical stage in Mincor's lifecycle for a leadership transition, combined with his desire to be able to spend more time with his family and to pursue personal interests after a career spanning more than 25 years at senior executive levels within ASX-listed resource companies, including the past 3.5 years overseeing Mincor's return to production status. After discussions with Mr. Southam, the Board initiated an executive search process and, after short-listing several high-quality candidates, announced the appointment of highly regarded senior mining executive, Gabrielle Iwanow, as his successor. Ms Iwanow is a highly accomplished executive with extensive experience working at senior operational and executive levels within the bulk and base metals resource sector including a lengthy career with global mining giant Rio Tinto and, more recently, with ASX-100 mining company OZ Minerals as General Manager of the Prominent Hill operation in South Australia. Gabrielle's proven leadership in operational excellence, and in shaping organisational cultures with an inclusive and collaborative style to drive growth, together with significant global exposure at senior executive levels within one of the mining companies, give her a unique set of skills which make her the ideal person to lead Mincor into the future. Prior to joining OZ Minerals in September 2018, Ms Iwanow had a varied and highly successful 14-year career at Rio Tinto, including as General Manager of the Paraburdoo Iron Ore Operations, where she led 1,200 people focused on driving operational improvements, and as Mine Services Manager for the Brockman Operations. From 2012-15, she was Business Executive, Office of the Chief Executive, a role in which she played a leading hand in Rio Tinto's Global Transformation Program, reporting directly to the CEO. Other previous roles within Rio Tinto included as Manager, Business Development (International), Principal Adviser, Strategic Projects and Principal Adviser, Corporate Affairs. As General Manager, Prominent Hill at OZ Minerals, Ms Iwanow led the transformation strategy for the operations, delivering record production and growing Prominent Hill into one of the largest underground truck and shovel operations in Australia, including the recently announced AUD 600 million Wira shaft and material handling project. Her achievements include establishing a new, future-facing operating system, along with improved stakeholder engagement and emission reduction strategies. Ms Iwanow is a Fellow of the AusIMM and was named as one of the Top-100 Global Inspirational Women in Mining in 2020. Mr. Southam will step down as Managing Director on 12 August, with Ms Iwanow to commence with the Company in early November. During this brief transition period, Mincor Chair Brett Lambert will act as Executive Chairman on an interim basis and will be supported by other non-executive directors and the Company's strong incumbent senior leadership team. Mr. Southam has also agreed to provide strategic advice and input to the Company on a consultancy basis to ensure a smooth and seamless management transition.お知らせ • Jul 25Mincor Resources NL Announces Initial High-Grade Mineral Resource for LN04a, Golden Mile at its Northern Operations in Kambalda, Western AustraliaMincor Resources NL reported an initial JORC compliant Mineral Resource Estimate (MRE) for the LN04a Surface, located in the Golden Mile exploration zone between the Long and Durkin North Mines at its Northern Operations in Kambalda, Western Australia. The initial or "Phase 1" MRE for LN04a has defined a high-grade Indicated and Inferred Mineral Resource of 576,000 tonnes @ 3.9% Ni for 22,600 Ni tonnes. Importantly, 71% or ~16,000 Ni tonnes of the new Mineral Resource, is classified as Indicated, with the remaining 29% classified as Inferred. The completion of the Phase 1 LN04a MRE has resulted in a significant uplift in the overall Mineral Resource for the Northern Operations, increasing the existing Long/Durkin North Resources by 41% to 77,000 tonnes of contained nickel. Global Mineral Resources for the Northern Operations (all Resources) now stand at almost 90,000 tonnes of contained nickel. Importantly, the LN04a Surface remains open both up-dip and along strike as the surface extends along the Golden Mile towards Durkin North. Delineation of the upper portion and the up-dip strike extents will continue through the remainder of fiscal year 2023, as the Golden Mile drilling program moves into its next phase. The delineation of the LN04a Surface represents a "proof-of-concept" of Mincor's ambitions within the Golden Mile exploration area. The Company's decision to link the existing Long Operation to the new Durkin North deposit has facilitated excellent underground drill testing positions for the Golden Mile targets, while also providing close, high-quality infrastructure to support rapid Mineral Resource development. The Company has commenced work on an initial Ore Reserve covering LN04a, targeted for release later this year, while continuing to explore and delineate an enlarged LN04a Surface. The Mineral Resource Estimate (MRE) for the LN04a Surface as at 25 July 2022. The MRE is the result of underground drilling completed over a 13-month period from June 2021 to June 2022 from the Golden Mile, a 1.1 km zone between the Long and Durkin North mines within the Kambalda Dome. LN04a long-section (facing South) illustrating areas of Indicated Resource (green) and InferredResource (light blue) Mineral Resource classification, drill hole pierce points and modelled felsic porphyry and dolerite dykes. In this orineation, the exisitng Long development is on the far left, with the Durkin orebodies located far right (well beyond the extents of this image). Also illustrated in Figure 2, two daimond drill intercepts on likely up-dip extensions of the LN04a (ULG-21-048 and ULG-22-064). The LN04a Surface Mineral Resource was estimated by independent consultants from Cube Consulting Pty Ltd. (Cube) in conjunction with Mincor geological staff. Mincor's Northern Operations at Kambalda, including Durkin North and Long Mines, Golden Mile and the LN04a Surface are all located within Location 48, Lots 11, 12 and 13 (Freehold Land) which are 100% owned by Mincor Resources NL. The area is located approximately 550 km east of Perth and 50 km south-southeast of Kalgoorlie within the Kambalda Nickel District, Eastern Goldfields, Western Australia. Access to the Northern Operations is via the sealed Goldfields Highway from either Kalgoorlie or Norseman.Breakeven Date Change • Jun 24Forecast breakeven date pushed back to 2023The 4 analysts covering Mincor Resources previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 33% to 2022. The company is expected to make a profit of AU$88.2m in 2023. Average annual earnings growth of 63% is required to achieve expected profit on schedule.お知らせ • Jun 04Mincor Resources Nl announces Outstanding New High-Grade Nickel Intercepts At Golden MileMincor Resources NL reported further significant results from underground drilling targeting the recently discovered nickel surface in the highly prospective exploration zone between the Company's Long and Durkin North Operations at Kambalda in Western Australia (together, the "Northern Operations"). Drilling continues to expand and increase confidence in the LN04a surface, paving the way for an initial Mineral Resource Estimate (MRE) in July 2022, if not earlier with the timely delivery of assays. When Mincor first announced the discovery of the LN04a surface, the Company defined the initial spatial extents of the new surface of approximately 550m by 150m. The latest round of drilling has provided additional confidence in the continuity of the mineralised surface within those extents, but with potential to grow beyond the original interpretation, with the surface remaining open along strike and, notably, up-dip. Recent drilling has also continued to reflect the high-grade massive sulphide intersections observed in the earlier rounds of drilling, resembling the typical Kambalda-type ore surface mined historically at Mincor's Northern Operations. A significant underground drilling program will continue at the Golden Mile over the remainder of CY2022.分析記事 • May 16Mincor Resources (ASX:MCR) Has Debt But No Earnings; Should You Worry?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Apr 27Price target increased to AU$2.27Up from AU$2.10, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of AU$2.38. Stock is up 138% over the past year. The company is forecast to post earnings per share of AU$0.047 next year compared to a net loss per share of AU$0.031 last year.Breakeven Date Change • Apr 27Forecast breakeven date moved forward to 2022The 4 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of AU$21.7m in 2022. Earnings growth of 47% is required to achieve expected profit on schedule.分析記事 • Apr 06An Intrinsic Calculation For Mincor Resources NL (ASX:MCR) Suggests It's 40% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Mincor Resources NL...Breakeven Date Change • Mar 10Forecast breakeven date pushed back to 2023The 3 analysts covering Mincor Resources previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 5.4% to 2022. The company is expected to make a profit of AU$85.3m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.Buying Opportunity • Mar 04Now 20% undervaluedOver the last 90 days, the stock is up 87%. The fair value is estimated to be AU$2.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 76% per annum over the last 3 years. Earnings per share has grown by 9.7% per annum over the last 3 years.Price Target Changed • Mar 02Price target increased to AU$1.59Up from AU$1.34, the current price target is an average from 3 analysts. New target price is 23% below last closing price of AU$2.06. Stock is up 98% over the past year. The company is forecast to post earnings per share of AU$0.019 next year compared to a net loss per share of AU$0.031 last year.Price Target Changed • Jan 31Price target increased to AU$1.39Up from AU$1.29, the current price target is provided by 1 analyst. New target price is 14% below last closing price of AU$1.63. Stock is up 63% over the past year. The company is forecast to post earnings per share of AU$0.019 next year compared to a net loss per share of AU$0.031 last year.分析記事 • Oct 28Shareholders May Be More Conservative With Mincor Resources NL's (ASX:MCR) CEO Compensation For NowDespite strong share price growth of 289% for Mincor Resources NL ( ASX:MCR ) over the last few years, earnings growth...お知らせ • Sep 07Mincor Resources NL announced that it expects to receive AUD 60 million in fundingMincor Resources NL announced a private placement of 46,875,000 ordinary fully paid shares at a price of AUD 1.28000 for gross proceeds of AUD 60,000,000 on September 7, 2021. The transaction will include participation from existing shareholders while a number of new, high quality institutions also participated. The price per share, representing a discount of 11.1%, 6.9% and 2.4% to the last closing price, 5 trading day and 20 trading day volume weighted average market prices respectively. The transaction is expected to close on September 15, 2021. The company issue pursuant to the company's existing ASX Listing Rule 7.1 placement capacity.Reported Earnings • Sep 01Full year 2021 earnings released: AU$0.031 loss per share (vs AU$0.044 loss in FY 2020)Full year 2021 results: Net loss: AU$13.4m (loss narrowed 6.0% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings.Price Target Changed • Aug 03Price target increased to AU$1.30Up from AU$1.20, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of AU$1.32. Stock is up 83% over the past year.お知らせ • Jul 15Mincor Resources NL Announces Update on Underground Drilling ProgramMincor Resources NL announced that it has made a strong start to its underground drilling program in the untested 1.1km zone between the Long and Durkin North mines near Kambalda, with the second drill-hole intersecting a zone of high-tenor massive sulphides. A major program of underground drilling commenced recently from the first identified stockpile location in the space between the Long and Durkin North orebodies, referred to as the "Golden Mile" of nickel in Mincor presentations. The program will comprise sequential 'fans' of underground diamond drill holes which, in conjunction with down-hole electromagnetics (DHEM), will systematically test this zone for significant new zones of nickel sulphide mineralisation. In an excellent start to this program for fiscal year 22, the second diamond hole has yielded an exciting massive sulphide intersection which demonstrates the typical high-grade tenor associated with the Kambalda Dome mines of Long and Otter Juan. The estimated width of the intersection is 0.5 metres and, while portable-XRF analysis has confirmed the high- grade tenor, given this is based solely on a visible inspection and consistent with Mincor standards the Company will await final assays to confirm the average nickel grade of the intersection. Assay results are expected within 1-2 weeks. Mincor awarded the underground drilling contract to Webdrill in the March 2021 Quarter and mobilisation to site was completed in late June/early July 2021. The second underground drilling rig is currently completing a small grade control program. Once completed later this quarter, that rig will be utilised for the exploration program. A permanent wire for down-hole EM will be delivered to site in August 2021, meaning that an active DHEM program can be efficiently completed. In general, DHEM will be conducted on every second hole to assist with targeting for the drilling program as it progresses sequentially across the 'Golden Mile'.分析記事 • Apr 11When Can We Expect A Profit From Mincor Resources NL (ASX:MCR)?With the business potentially at an important milestone, we thought we'd take a closer look at Mincor Resources NL's...Is New 90 Day High Low • Mar 04New 90-day low: AU$0.97The company is down 5.0% from its price of AU$1.03 on 04 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$15.12 per share.分析記事 • Feb 16Companies Like Mincor Resources (ASX:MCR) Can Afford To Invest In GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Reported Earnings • Feb 13First half 2021 earnings released: AU$0.014 loss per share (vs AU$0.024 loss in 1H 2020)First half 2021 results: Net loss: AU$5.75m (loss narrowed 18% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 04New 90-day high: AU$1.17The company is up 34% from its price of AU$0.87 on 06 October 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.60 per share.分析記事 • Dec 25Loss-Making Mincor Resources NL (ASX:MCR) Expected To Breakeven In The Medium-TermWith the business potentially at an important milestone, we thought we'd take a closer look at Mincor Resources NL's...Price Target Changed • Dec 14Price target raised to AU$1.07Up from AU$0.96, the current price target is an average from 3 analysts. The new target price is close to the current share price of AU$1.12. As of last close, the stock is up 79% over the past year.Is New 90 Day High Low • Dec 07New 90-day high: AU$1.07The company is up 25% from its price of AU$0.85 on 08 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$8.94 per share.Is New 90 Day High Low • Nov 18New 90-day high: AU$1.03The company is up 38% from its price of AU$0.74 on 20 August 2020. The Australian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.93 per share.お知らせ • Nov 13Mincor Resources NL Announces Updates on Kambalda Nickel OperationsMincor Resources NL announced that project development activities at its 100%-owned Kambalda Nickel Operations ("KNO") in Western Australia are rapidly gaining momentum as it ramps-up mine development and construction activities on several fronts. The Company has passed a key milestone with the first firing of the portal face in the box-cut at the new Cassini Nickel Mine, marking the start of development of the newest high-grade nickel sulphide mine in Australia in many years. Also, underground development has commenced at the Northern Operations, firstly at the take-off point in the Otter Decline to the Durkin North orebody. Secondly, at the Long Decline, with installation of additional ventilation infrastructure and development of an incline to link the Long and Durkin North orebodies.Is New 90 Day High Low • Oct 22New 90-day high: AU$1.00The company is up 32% from its price of AU$0.76 on 24 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.97 per share.Recent Insider Transactions • Sep 24Independent Non-Executive Director recently bought AU$358k worth of stockOn the 22nd of September, Michael Bohm bought around 400k shares on-market at roughly AU$0.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$371k more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Sep 18New 90-day high: AU$0.94The company is up 18% from its price of AU$0.80 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.07 per share.お知らせ • Sep 17+ 1 more updateEmeco Holdings Limited Announces Commencement of Mincor Underground Mining Services ContractPit N Portal has received a Notice to Proceed with its five-year contract with Mincor Resources NL at its Kambalda Nickel Operations in Western Australia. The Kambalda Nickel Operations will shortly commence ramp-up and is expected to materially increase Pit N Portal earnings once the project enters the production phase in fiscal year 2022. Up to approximately $15 million of additional capital expenditure will be invested in first half 2021 to support the project and is expected to deliver on Emeco's strict return hurdles over the assets' lives.お知らせ • Aug 11Mincor Resources NL announced that it has received AUD 50 million in funding from IGO Limited, Wyloo Metals Pty Ltd and other investorsOn August 10, 2020, Mincor Resources NL (ASX:MCR) closed the transaction. The company has issued 45,442,642 shares for the proceeds of AUD 32,718,702.24 in its second and final tranche. The company has issued 69,444,445 shares in the transaction.お知らせ • Jul 23Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 10 million.Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,888,889 Price\Range: AUD 0.72分析記事 • Jul 19Is Mincor Resources' (ASX:MCR) Share Price Gain Of 252% Well Earned?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But in contrast you can...業績と収益の成長予測ASX:MCR - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/2025366N/A16819016/30/2024332N/A14418116/30/2023101N/A-109-18112/31/202252-56-75-8N/A9/30/202242-35-74-7N/A6/30/202232-15-73-6N/A3/31/202216-18-74-11N/A12/31/20210-22-75-16N/A9/30/20210-17-60-14N/A6/30/20210-13-45-12N/A3/31/20210-13-33-13N/A12/31/20200-13-22-14N/A9/30/202011-14-19-14N/A6/30/202021-14-16-13N/A3/31/202034-15-14-9N/A12/31/201946-16-11-5N/A9/30/201944-15-10-3N/A6/30/201941-14-80N/A3/31/201928-10-9-1N/A12/31/201816-7-9-3N/A9/30/20188-6-9-3N/A6/30/2018N/A-5-9-2N/A3/31/20180-5-8-2N/A12/31/20170-5-7-2N/A9/30/20170-5-7-2N/A6/30/20170-4-7-2N/A3/31/20171-7-9-5N/A12/31/20162-9-11-7N/A9/30/201610-25N/A-9N/A6/30/201618-42N/A-11N/A3/31/201634-55N/A-8N/A12/31/201550-67N/A-6N/A9/30/201568-51N/A10N/A6/30/201586-34N/A25N/A3/31/201597-17N/A34N/A12/31/20141090N/A42N/A9/30/20141091N/A37N/A6/30/20141102N/A32N/A3/31/2014103-9N/A28N/A12/31/201396-20N/A25N/A9/30/201397-21N/A25N/A6/30/201399-22N/A25N/A3/31/2013107-12N/A32N/A12/31/2012115-2N/A40N/A9/30/2012118-1N/A40N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MCRの予測収益成長が 貯蓄率 ( 2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: MCRの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: MCRの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: MCRの収益 ( 64.6% ) Australian市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: MCRの収益 ( 64.6% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MCRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2023/07/27 06:32終値2023/07/20 00:00収益2022/12/31年間収益2022/06/30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Mincor Resources NL 1 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。9 アナリスト機関Richard KnightsBarrenjoey Markets Pty LimitedBradley WatsonBell PotterDylan KellyCLSA6 その他のアナリストを表示
Price Target Changed • Jul 12Price target increased by 27% to AU$1.80Up from AU$1.42, the current price target is provided by 1 analyst. New target price is 29% above last closing price of AU$1.39. The company posted a net loss per share of AU$0.031 last year.
Breakeven Date Change • Apr 01Forecast breakeven date pushed back to 2024The 5 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 30% to 2023. The company is expected to make a profit of AU$108.2m in 2024. Average annual earnings growth of 32% is required to achieve expected profit on schedule.
Price Target Changed • Mar 31Price target decreased by 8.5% to AU$1.50Down from AU$1.64, the current price target is an average from 6 analysts. New target price is 6.8% above last closing price of AU$1.41. Stock is down 39% over the past year. The company is forecast to post earnings per share of AU$0.073 next year compared to a net loss per share of AU$0.031 last year.
Price Target Changed • Mar 30Price target decreased by 7.8% to AU$1.53Down from AU$1.66, the current price target is an average from 6 analysts. New target price is 8.4% above last closing price of AU$1.42. Stock is down 34% over the past year. The company is forecast to post earnings per share of AU$0.073 next year compared to a net loss per share of AU$0.031 last year.
Price Target Changed • Mar 17Price target decreased by 8.9% to AU$1.66Down from AU$1.83, the current price target is an average from 6 analysts. New target price is 58% above last closing price of AU$1.06. Stock is down 48% over the past year. The company is forecast to post earnings per share of AU$0.063 next year compared to a net loss per share of AU$0.031 last year.
Price Target Changed • Nov 02Price target decreased to AU$2.01Down from AU$2.39, the current price target is an average from 4 analysts. New target price is 47% above last closing price of AU$1.37. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of AU$0.13 next year compared to a net loss per share of AU$0.031 last year.
Board Change • Jul 15Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Peter Bewick was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jul 12Price target increased by 27% to AU$1.80Up from AU$1.42, the current price target is provided by 1 analyst. New target price is 29% above last closing price of AU$1.39. The company posted a net loss per share of AU$0.031 last year.
New Risk • Jul 07New major risk - Revenue and earnings growthEarnings have declined by 35% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 35% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (12% increase in shares outstanding). Significant insider selling over the past 3 months (AU$3.0m sold).
お知らせ • Jul 06+ 1 more updateMincor Resources NL Announces Board ChangesMincor Resources NL advised that further to the announcement on 5 July 2023, confirming that at close of the on-market takeover offer by Wyloo Consolidated Investments Pty Ltd. (Wyloo), Wyloo holds an interest and voting power in 92.71% of Mincor. Wyloo are proceeding to compulsory acquisition of the remaining Mincor shares under the compulsory acquisition provisions of the Corporations Act 2001 (Cth). In light of the effective change of control, Messrs John Hartman and Luca Giacovazzi have been appointed directors of the Company effective 6 July 2023, replacing Messrs Brett Lambert and Michael Bohm who have each resigned effective 6 July 2023.
Recent Insider Transactions Derivative • May 04MD, CEO & Director exercised options and sold AU$471k worth of stockOn the 3rd of May, Gabrielle Iwanow exercised options to acquire 337k shares at no cost and sold these for an average price of AU$1.40 per share. This trade did not impact their existing holding. Since December 2022, Gabrielle's direct individual holding has increased from 820.12k shares to 861.51k. Company insiders have collectively sold AU$3.5m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 02Insider recently sold AU$1.2m worth of stockOn the 26th of April, Michael Bohm sold around 860k shares on-market at roughly AU$1.40 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$1.8m more than they bought in the last 12 months.
分析記事 • May 01What You Need To Know About The Mincor Resources NL (ASX:MCR) Analyst Downgrade TodayThe analysts covering Mincor Resources NL ( ASX:MCR ) delivered a dose of negativity to shareholders today, by making a...
Breakeven Date Change • Apr 01Forecast breakeven date pushed back to 2024The 5 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 30% to 2023. The company is expected to make a profit of AU$108.2m in 2024. Average annual earnings growth of 32% is required to achieve expected profit on schedule.
Price Target Changed • Mar 31Price target decreased by 8.5% to AU$1.50Down from AU$1.64, the current price target is an average from 6 analysts. New target price is 6.8% above last closing price of AU$1.41. Stock is down 39% over the past year. The company is forecast to post earnings per share of AU$0.073 next year compared to a net loss per share of AU$0.031 last year.
Price Target Changed • Mar 30Price target decreased by 7.8% to AU$1.53Down from AU$1.66, the current price target is an average from 6 analysts. New target price is 8.4% above last closing price of AU$1.42. Stock is down 34% over the past year. The company is forecast to post earnings per share of AU$0.073 next year compared to a net loss per share of AU$0.031 last year.
Price Target Changed • Mar 17Price target decreased by 8.9% to AU$1.66Down from AU$1.83, the current price target is an average from 6 analysts. New target price is 58% above last closing price of AU$1.06. Stock is down 48% over the past year. The company is forecast to post earnings per share of AU$0.063 next year compared to a net loss per share of AU$0.031 last year.
Reported Earnings • Feb 24First half 2023 earnings released: AU$0.11 loss per share (vs AU$0.03 loss in 1H 2022)First half 2023 results: AU$0.11 loss per share (further deteriorated from AU$0.03 loss in 1H 2022). Revenue: AU$19.5m (up AU$19.5m from 1H 2022). Net loss: AU$54.7m (loss widened 295% from 1H 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 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 fallen by 17% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
分析記事 • Jan 21Mincor Resources NL's (ASX:MCR) Intrinsic Value Is Potentially 74% Above Its Share PriceDoes the January share price for Mincor Resources NL ( ASX:MCR ) reflect what it's really worth? Today, we will...
お知らせ • Jan 19Mincor Resources NL Announces Outstanding new high-grade intercepts at Northern OperationsMincor Resources NL reported further significant assay results from underground drilling targeting extensions of the Durkin North and LN04a orebodies within the highly prospective exploration zone at the Company's Long and Durkin North Operations at Kambalda in Western Australia. Modelling and interpretation of this new geological data has led to the interpretation of a considerably broader Long-Durkin North mineralised channel. The latest interpretation suggests that Long, LN04a and Durkin North orebodies all form part of the same, broad mineralised channel, which may have a strike extent of greater than 2.5km. The high-grade massive sulphide intersections observed within this channel resemble the typical Kambalda-type ore surfaces currently being mined at Mincor's Northern Operations. This recently defined mineralised channel is believed to represent a significant exploration opportunity for the Company and further systematic step-out drilling is planned over the current financial year to determine the potential for economic mineralisation, as well as further potential strike extensions of the Durkin North orebodies. New drilling points to a broader Long-Durkin North mineralised channel: The latest drill results indicate extensions of the Durkin North orebodies with mineralised surfaces continuing beyond the existing resources and remaining open both along strike and down-dip. In particular, the significant high-grade intercepts at Durkin North highlight the potential for strike and down-dip extensions to the west, previously untested. The Company is excited about the implications of the recently defined Long-Durkin North mineralised channel and the potential to delineate further high-grade mineralisation within areas where there has been no systematic drill testing. A significant underground drilling program will continue at the Northern Operations over the remainder of FY2023 with the focus on step-out and in-fill drilling within the recently defined Long-Durkin North mineralised channel and further grade control drilling. LN04a: The latest round of drilling has provided additional confidence in the up-dip continuity of the LN04a orebody, with multiple high-grade intercepts returned outside of the current Mineral Resource. These results further reinforce the potential of LN04a to extend beyond the original interpretation, with mineralisation remaining open along strike and, notably, up-dip. Highlights of the recent up-dip diamond drilling intercepts include: ULG-22-130 - 1.5m @ 11.8% Ni; ULG-22-120 - 5.8m @ 3.7% Ni; and ULG-22-134 - 1.4m @ 3.7% Ni. Maiden underground drill program at Cassini Mine: The Company recently announced that it had secured a third underground diamond drill rig to accelerate exploration activities at Cassini. Originally planned for later in CY2023, the arrival of an additional rig has substantially accelerated the early exploration programs at Cassini and represents the first underground exploration work to be undertaken at this new mine since development of the operation began. The new rig has commenced underground drilling at Cassini. Drilling will initially take place from existing stockpile in the main Woodall Decline, with early programs targeting the highly prospective Cassini North channel (Figure 5). Similar to the Northern Operations, the potential for resource extensions at Cassini is enhanced by the proximity to existing high-quality underground infrastructure, with Cassini offering opportunities to introduce additional near-term ore sources and materially extend mine life. Cassini North Initial Target: Cassini North is a U-shaped ultramafic channel located sub-parallel to the Cassini orebody. Mincor previously tested the uppermost portion of the interpreted channel from surface in 2020, resulting in multiple >1% Ni intersections. While the Cassini North channel is modelled to extend down-plunge, sub-parallel to the Cassini orebody, there has so far been no drill testing of the channel below approximately 550m from surface. Underground development at Cassini now provides excellent drill platforms to undertake systematic drill testing of the down-plunge extents of the Cassini North channel. Initial drilling is aimed at better defining Cassini North channel architecture and further resource development at Cassini. Hartley Prospect: Geological interpretation and modelling of the geophysical data at the Hartley prospect is ongoing. The main objective of this work is to develop a robust geological model and enable detailed understanding of the channel architecture, both of which, once completed, will be used to guide further exploration drilling. A moving loop electromagnetic (MLEM) program has been extended and now covers the broader prospect area. The MLEM program is expected to be competed in March 2023.
お知らせ • Jan 05Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 8.747117 million.Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 8.747117 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,292,890 Price\Range: AUD 1.39
お知らせ • Dec 14Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 55.000001 million.Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 55.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 39,568,346 Price\Range: AUD 1.39 Discount Per Security: AUD 0.04865 Transaction Features: Subsequent Direct Listing
お知らせ • Nov 29Mincor Resources NL Announces the Successful Firing and Extraction of the First Production Stope At Cassini Nickel Mine in Western AustraliaMincor Resources NL announced the successful firing and extraction of the first production stope at the Company's 100%-owned Cassini Nickel Mine in Western Australia. Stope extraction (`bogging') has now been completed for the first stope of the 2005 Level (at Cassini), with the mining cycle now moving onto adjacent stopes. The successful completion of the first Cassini stope is an exciting milestone event for the Company, with Mincor having now taken the project from initial geological discovery right through to production stoping. Cassini is one of very few greenfield nickel discoveries in the Kambalda district in recent years. The commencement of stoping at Cassini is also a significant step in the operational ramp-up of Mincor's Kambalda Nickel Operations, with both mines (Cassini and Northern Operations) continuing to make steady progress towards achieving full-scale production, forecast to accelerate over the second half of fiscal year 2023.
Price Target Changed • Nov 02Price target decreased to AU$2.01Down from AU$2.39, the current price target is an average from 4 analysts. New target price is 47% above last closing price of AU$1.37. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of AU$0.13 next year compared to a net loss per share of AU$0.031 last year.
お知らせ • Oct 28Mincor Resources NL Reports Initial Ore Reserve From Long and Durkin North Mines at Its Northern Operations in Kambalda, Western AustraliaMincor Resources NL reported an initial Ore Reserve for the recently discovered LN04a Surface, located in the exploration zone between the Long and Durkin North Mines at its Northern Operations in Kambalda, Western Australia (Golden Mile). The initial Golden Mile Ore Reserve comprises a Probable Ore Reserve of 475,000 tonnes @ 2.6% Ni for 12,500 Ni tonnes, increasing the total Ore Reserves at the Northern Operations by 58% and total Ore Reserves across the Company's Kambalda Nickel Operations by 18%. Given the close proximity of the new mining area to existing underground infrastructure connecting the Long and Durkin North Operations, access development is planned to commence to the new area over the course of FY23, with first stoping targeted for late (calendar year) 2023. Importantly, the new mining zone will provide a third discrete mining front at the Northern Operations, substantially increasing mining flexibility and de-risking the Company's broader ramp-up objectives. The Company has incorporated the new Ore Reserve into an updated Life-of-Mine (LOM) plan for the Northern Operations, extending the group Reserve-backed mine life out to six years. The Company is pleased with the rapid progress achieved at the Golden Mile to date, with this initial Ore Reserve coming just 16 months after the commencement of the Golden Mile exploration drilling program, and only three months after the delivery of the initial Mineral Resource for the LN04a Surface.
お知らせ • Sep 09Mincor Resources NL, Annual General Meeting, Nov 04, 2022Mincor Resources NL, Annual General Meeting, Nov 04, 2022, at 10:00 W. Australia Standard Time. Location: Karri Room, Central Park, 152/158 St Georges Terrace Perth Western Australia Australia
Reported Earnings • Sep 01Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: AU$0.031 loss per share (vs AU$0.031 loss in FY 2021). Revenue: AU$32.4m (up AU$32.3m from FY 2021). Net loss: AU$14.7m (loss widened 9.5% from FY 2021). Revenue exceeded analyst estimates by 8.9%. Earnings per share (EPS) missed analyst estimates by 460%. Over the next year, revenue is forecast to grow 492%, compared to a 87,092% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 28+ 1 more updateMincor Resources NL Announces Managing Director TransitionMincor Resources NL advised that, with the Company's successful return to the ranks of Australian nickel producers and the ramp-up of its Kambalda Nickel Operations now well underway, David Southam has decided to step down as the Company's Managing Director and CEO. The decision reflects Mr. Southam's view that this is a logical stage in Mincor's lifecycle for a leadership transition, combined with his desire to be able to spend more time with his family and to pursue personal interests after a career spanning more than 25 years at senior executive levels within ASX-listed resource companies, including the past 3.5 years overseeing Mincor's return to production status. After discussions with Mr. Southam, the Board initiated an executive search process and, after short-listing several high-quality candidates, announced the appointment of highly regarded senior mining executive, Gabrielle Iwanow, as his successor. Ms Iwanow is a highly accomplished executive with extensive experience working at senior operational and executive levels within the bulk and base metals resource sector including a lengthy career with global mining giant Rio Tinto and, more recently, with ASX-100 mining company OZ Minerals as General Manager of the Prominent Hill operation in South Australia. Gabrielle's proven leadership in operational excellence, and in shaping organisational cultures with an inclusive and collaborative style to drive growth, together with significant global exposure at senior executive levels within one of the mining companies, give her a unique set of skills which make her the ideal person to lead Mincor into the future. Prior to joining OZ Minerals in September 2018, Ms Iwanow had a varied and highly successful 14-year career at Rio Tinto, including as General Manager of the Paraburdoo Iron Ore Operations, where she led 1,200 people focused on driving operational improvements, and as Mine Services Manager for the Brockman Operations. From 2012-15, she was Business Executive, Office of the Chief Executive, a role in which she played a leading hand in Rio Tinto's Global Transformation Program, reporting directly to the CEO. Other previous roles within Rio Tinto included as Manager, Business Development (International), Principal Adviser, Strategic Projects and Principal Adviser, Corporate Affairs. As General Manager, Prominent Hill at OZ Minerals, Ms Iwanow led the transformation strategy for the operations, delivering record production and growing Prominent Hill into one of the largest underground truck and shovel operations in Australia, including the recently announced AUD 600 million Wira shaft and material handling project. Her achievements include establishing a new, future-facing operating system, along with improved stakeholder engagement and emission reduction strategies. Ms Iwanow is a Fellow of the AusIMM and was named as one of the Top-100 Global Inspirational Women in Mining in 2020. Mr. Southam will step down as Managing Director on 12 August, with Ms Iwanow to commence with the Company in early November. During this brief transition period, Mincor Chair Brett Lambert will act as Executive Chairman on an interim basis and will be supported by other non-executive directors and the Company's strong incumbent senior leadership team. Mr. Southam has also agreed to provide strategic advice and input to the Company on a consultancy basis to ensure a smooth and seamless management transition.
お知らせ • Jul 25Mincor Resources NL Announces Initial High-Grade Mineral Resource for LN04a, Golden Mile at its Northern Operations in Kambalda, Western AustraliaMincor Resources NL reported an initial JORC compliant Mineral Resource Estimate (MRE) for the LN04a Surface, located in the Golden Mile exploration zone between the Long and Durkin North Mines at its Northern Operations in Kambalda, Western Australia. The initial or "Phase 1" MRE for LN04a has defined a high-grade Indicated and Inferred Mineral Resource of 576,000 tonnes @ 3.9% Ni for 22,600 Ni tonnes. Importantly, 71% or ~16,000 Ni tonnes of the new Mineral Resource, is classified as Indicated, with the remaining 29% classified as Inferred. The completion of the Phase 1 LN04a MRE has resulted in a significant uplift in the overall Mineral Resource for the Northern Operations, increasing the existing Long/Durkin North Resources by 41% to 77,000 tonnes of contained nickel. Global Mineral Resources for the Northern Operations (all Resources) now stand at almost 90,000 tonnes of contained nickel. Importantly, the LN04a Surface remains open both up-dip and along strike as the surface extends along the Golden Mile towards Durkin North. Delineation of the upper portion and the up-dip strike extents will continue through the remainder of fiscal year 2023, as the Golden Mile drilling program moves into its next phase. The delineation of the LN04a Surface represents a "proof-of-concept" of Mincor's ambitions within the Golden Mile exploration area. The Company's decision to link the existing Long Operation to the new Durkin North deposit has facilitated excellent underground drill testing positions for the Golden Mile targets, while also providing close, high-quality infrastructure to support rapid Mineral Resource development. The Company has commenced work on an initial Ore Reserve covering LN04a, targeted for release later this year, while continuing to explore and delineate an enlarged LN04a Surface. The Mineral Resource Estimate (MRE) for the LN04a Surface as at 25 July 2022. The MRE is the result of underground drilling completed over a 13-month period from June 2021 to June 2022 from the Golden Mile, a 1.1 km zone between the Long and Durkin North mines within the Kambalda Dome. LN04a long-section (facing South) illustrating areas of Indicated Resource (green) and InferredResource (light blue) Mineral Resource classification, drill hole pierce points and modelled felsic porphyry and dolerite dykes. In this orineation, the exisitng Long development is on the far left, with the Durkin orebodies located far right (well beyond the extents of this image). Also illustrated in Figure 2, two daimond drill intercepts on likely up-dip extensions of the LN04a (ULG-21-048 and ULG-22-064). The LN04a Surface Mineral Resource was estimated by independent consultants from Cube Consulting Pty Ltd. (Cube) in conjunction with Mincor geological staff. Mincor's Northern Operations at Kambalda, including Durkin North and Long Mines, Golden Mile and the LN04a Surface are all located within Location 48, Lots 11, 12 and 13 (Freehold Land) which are 100% owned by Mincor Resources NL. The area is located approximately 550 km east of Perth and 50 km south-southeast of Kalgoorlie within the Kambalda Nickel District, Eastern Goldfields, Western Australia. Access to the Northern Operations is via the sealed Goldfields Highway from either Kalgoorlie or Norseman.
Breakeven Date Change • Jun 24Forecast breakeven date pushed back to 2023The 4 analysts covering Mincor Resources previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 33% to 2022. The company is expected to make a profit of AU$88.2m in 2023. Average annual earnings growth of 63% is required to achieve expected profit on schedule.
お知らせ • Jun 04Mincor Resources Nl announces Outstanding New High-Grade Nickel Intercepts At Golden MileMincor Resources NL reported further significant results from underground drilling targeting the recently discovered nickel surface in the highly prospective exploration zone between the Company's Long and Durkin North Operations at Kambalda in Western Australia (together, the "Northern Operations"). Drilling continues to expand and increase confidence in the LN04a surface, paving the way for an initial Mineral Resource Estimate (MRE) in July 2022, if not earlier with the timely delivery of assays. When Mincor first announced the discovery of the LN04a surface, the Company defined the initial spatial extents of the new surface of approximately 550m by 150m. The latest round of drilling has provided additional confidence in the continuity of the mineralised surface within those extents, but with potential to grow beyond the original interpretation, with the surface remaining open along strike and, notably, up-dip. Recent drilling has also continued to reflect the high-grade massive sulphide intersections observed in the earlier rounds of drilling, resembling the typical Kambalda-type ore surface mined historically at Mincor's Northern Operations. A significant underground drilling program will continue at the Golden Mile over the remainder of CY2022.
分析記事 • May 16Mincor Resources (ASX:MCR) Has Debt But No Earnings; Should You Worry?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Apr 27Price target increased to AU$2.27Up from AU$2.10, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of AU$2.38. Stock is up 138% over the past year. The company is forecast to post earnings per share of AU$0.047 next year compared to a net loss per share of AU$0.031 last year.
Breakeven Date Change • Apr 27Forecast breakeven date moved forward to 2022The 4 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of AU$21.7m in 2022. Earnings growth of 47% is required to achieve expected profit on schedule.
分析記事 • Apr 06An Intrinsic Calculation For Mincor Resources NL (ASX:MCR) Suggests It's 40% UndervaluedToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Mincor Resources NL...
Breakeven Date Change • Mar 10Forecast breakeven date pushed back to 2023The 3 analysts covering Mincor Resources previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 5.4% to 2022. The company is expected to make a profit of AU$85.3m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.
Buying Opportunity • Mar 04Now 20% undervaluedOver the last 90 days, the stock is up 87%. The fair value is estimated to be AU$2.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 76% per annum over the last 3 years. Earnings per share has grown by 9.7% per annum over the last 3 years.
Price Target Changed • Mar 02Price target increased to AU$1.59Up from AU$1.34, the current price target is an average from 3 analysts. New target price is 23% below last closing price of AU$2.06. Stock is up 98% over the past year. The company is forecast to post earnings per share of AU$0.019 next year compared to a net loss per share of AU$0.031 last year.
Price Target Changed • Jan 31Price target increased to AU$1.39Up from AU$1.29, the current price target is provided by 1 analyst. New target price is 14% below last closing price of AU$1.63. Stock is up 63% over the past year. The company is forecast to post earnings per share of AU$0.019 next year compared to a net loss per share of AU$0.031 last year.
分析記事 • Oct 28Shareholders May Be More Conservative With Mincor Resources NL's (ASX:MCR) CEO Compensation For NowDespite strong share price growth of 289% for Mincor Resources NL ( ASX:MCR ) over the last few years, earnings growth...
お知らせ • Sep 07Mincor Resources NL announced that it expects to receive AUD 60 million in fundingMincor Resources NL announced a private placement of 46,875,000 ordinary fully paid shares at a price of AUD 1.28000 for gross proceeds of AUD 60,000,000 on September 7, 2021. The transaction will include participation from existing shareholders while a number of new, high quality institutions also participated. The price per share, representing a discount of 11.1%, 6.9% and 2.4% to the last closing price, 5 trading day and 20 trading day volume weighted average market prices respectively. The transaction is expected to close on September 15, 2021. The company issue pursuant to the company's existing ASX Listing Rule 7.1 placement capacity.
Reported Earnings • Sep 01Full year 2021 earnings released: AU$0.031 loss per share (vs AU$0.044 loss in FY 2020)Full year 2021 results: Net loss: AU$13.4m (loss narrowed 6.0% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 03Price target increased to AU$1.30Up from AU$1.20, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of AU$1.32. Stock is up 83% over the past year.
お知らせ • Jul 15Mincor Resources NL Announces Update on Underground Drilling ProgramMincor Resources NL announced that it has made a strong start to its underground drilling program in the untested 1.1km zone between the Long and Durkin North mines near Kambalda, with the second drill-hole intersecting a zone of high-tenor massive sulphides. A major program of underground drilling commenced recently from the first identified stockpile location in the space between the Long and Durkin North orebodies, referred to as the "Golden Mile" of nickel in Mincor presentations. The program will comprise sequential 'fans' of underground diamond drill holes which, in conjunction with down-hole electromagnetics (DHEM), will systematically test this zone for significant new zones of nickel sulphide mineralisation. In an excellent start to this program for fiscal year 22, the second diamond hole has yielded an exciting massive sulphide intersection which demonstrates the typical high-grade tenor associated with the Kambalda Dome mines of Long and Otter Juan. The estimated width of the intersection is 0.5 metres and, while portable-XRF analysis has confirmed the high- grade tenor, given this is based solely on a visible inspection and consistent with Mincor standards the Company will await final assays to confirm the average nickel grade of the intersection. Assay results are expected within 1-2 weeks. Mincor awarded the underground drilling contract to Webdrill in the March 2021 Quarter and mobilisation to site was completed in late June/early July 2021. The second underground drilling rig is currently completing a small grade control program. Once completed later this quarter, that rig will be utilised for the exploration program. A permanent wire for down-hole EM will be delivered to site in August 2021, meaning that an active DHEM program can be efficiently completed. In general, DHEM will be conducted on every second hole to assist with targeting for the drilling program as it progresses sequentially across the 'Golden Mile'.
分析記事 • Apr 11When Can We Expect A Profit From Mincor Resources NL (ASX:MCR)?With the business potentially at an important milestone, we thought we'd take a closer look at Mincor Resources NL's...
Is New 90 Day High Low • Mar 04New 90-day low: AU$0.97The company is down 5.0% from its price of AU$1.03 on 04 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$15.12 per share.
分析記事 • Feb 16Companies Like Mincor Resources (ASX:MCR) Can Afford To Invest In GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Reported Earnings • Feb 13First half 2021 earnings released: AU$0.014 loss per share (vs AU$0.024 loss in 1H 2020)First half 2021 results: Net loss: AU$5.75m (loss narrowed 18% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 04New 90-day high: AU$1.17The company is up 34% from its price of AU$0.87 on 06 October 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.60 per share.
分析記事 • Dec 25Loss-Making Mincor Resources NL (ASX:MCR) Expected To Breakeven In The Medium-TermWith the business potentially at an important milestone, we thought we'd take a closer look at Mincor Resources NL's...
Price Target Changed • Dec 14Price target raised to AU$1.07Up from AU$0.96, the current price target is an average from 3 analysts. The new target price is close to the current share price of AU$1.12. As of last close, the stock is up 79% over the past year.
Is New 90 Day High Low • Dec 07New 90-day high: AU$1.07The company is up 25% from its price of AU$0.85 on 08 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$8.94 per share.
Is New 90 Day High Low • Nov 18New 90-day high: AU$1.03The company is up 38% from its price of AU$0.74 on 20 August 2020. The Australian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.93 per share.
お知らせ • Nov 13Mincor Resources NL Announces Updates on Kambalda Nickel OperationsMincor Resources NL announced that project development activities at its 100%-owned Kambalda Nickel Operations ("KNO") in Western Australia are rapidly gaining momentum as it ramps-up mine development and construction activities on several fronts. The Company has passed a key milestone with the first firing of the portal face in the box-cut at the new Cassini Nickel Mine, marking the start of development of the newest high-grade nickel sulphide mine in Australia in many years. Also, underground development has commenced at the Northern Operations, firstly at the take-off point in the Otter Decline to the Durkin North orebody. Secondly, at the Long Decline, with installation of additional ventilation infrastructure and development of an incline to link the Long and Durkin North orebodies.
Is New 90 Day High Low • Oct 22New 90-day high: AU$1.00The company is up 32% from its price of AU$0.76 on 24 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.97 per share.
Recent Insider Transactions • Sep 24Independent Non-Executive Director recently bought AU$358k worth of stockOn the 22nd of September, Michael Bohm bought around 400k shares on-market at roughly AU$0.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$371k more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Sep 18New 90-day high: AU$0.94The company is up 18% from its price of AU$0.80 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.07 per share.
お知らせ • Sep 17+ 1 more updateEmeco Holdings Limited Announces Commencement of Mincor Underground Mining Services ContractPit N Portal has received a Notice to Proceed with its five-year contract with Mincor Resources NL at its Kambalda Nickel Operations in Western Australia. The Kambalda Nickel Operations will shortly commence ramp-up and is expected to materially increase Pit N Portal earnings once the project enters the production phase in fiscal year 2022. Up to approximately $15 million of additional capital expenditure will be invested in first half 2021 to support the project and is expected to deliver on Emeco's strict return hurdles over the assets' lives.
お知らせ • Aug 11Mincor Resources NL announced that it has received AUD 50 million in funding from IGO Limited, Wyloo Metals Pty Ltd and other investorsOn August 10, 2020, Mincor Resources NL (ASX:MCR) closed the transaction. The company has issued 45,442,642 shares for the proceeds of AUD 32,718,702.24 in its second and final tranche. The company has issued 69,444,445 shares in the transaction.
お知らせ • Jul 23Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 10 million.Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,888,889 Price\Range: AUD 0.72
分析記事 • Jul 19Is Mincor Resources' (ASX:MCR) Share Price Gain Of 252% Well Earned?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But in contrast you can...