View Future GrowthMGX Resources 過去の業績この会社の最新の決算報告書はまだ処理中です過去 基準チェック /06MGX Resourcesの収益は年間平均-21.2%の割合で減少していますが、 Metals and Mining業界の収益は年間 増加しています。収益は年間15.2% 10.6%割合で 増加しています。主要情報-21.23%収益成長率-21.62%EPS成長率Metals and Mining 業界の成長22.33%収益成長率10.60%株主資本利益率-7.26%ネット・マージン-9.87%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Feb 23First half 2026 earnings released: AU$0.018 loss per share (vs AU$0.06 loss in 1H 2025)First half 2026 results: AU$0.018 loss per share (improved from AU$0.06 loss in 1H 2025). Revenue: AU$147.2m (down 8.2% from 1H 2025). Net loss: AU$20.8m (loss narrowed 71% from 1H 2025). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Jan 23MGX Resources Limited to Report First Half, 2026 Results on Feb 19, 2026MGX Resources Limited announced that they will report first half, 2026 results on Feb 19, 2026Reported Earnings • Aug 21Full year 2025 earnings released: AU$0.069 loss per share (vs AU$0.005 profit in FY 2024)Full year 2025 results: AU$0.069 loss per share (down from AU$0.005 profit in FY 2024). Revenue: AU$330.5m (down 51% from FY 2024). Net loss: AU$82.2m (down AU$88.6m from profit in FY 2024). Production and reserves: Iron Production: 2.34 Mt (3.747 Mt in FY 2024) Number of mines: 1 (1 in FY 2024) Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jul 24Mount Gibson Iron Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Mount Gibson Iron Limited announced that they will report fiscal year 2025 results on Aug 20, 2025Reported Earnings • Feb 19First half 2025 earnings released: AU$0.06 loss per share (vs AU$0.12 profit in 1H 2024)First half 2025 results: AU$0.06 loss per share (down from AU$0.12 profit in 1H 2024). Revenue: AU$170.3m (down 61% from 1H 2024). Net loss: AU$71.7m (down 152% from profit in 1H 2024). Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0.005 (vs AU$0.004 in FY 2023)Full year 2024 results: EPS: AU$0.005 (up from AU$0.004 in FY 2023). Revenue: AU$684.5m (up 52% from FY 2023). Net income: AU$6.43m (up 24% from FY 2023). Profit margin: 0.9% (down from 1.1% in FY 2023). Revenue is expected to decline by 28% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesお知らせ • Jun 12Crestlink Pty Ltd entered into a binding conditional agreement to acquire Aztec Resources Limited from MGX Resources Limited (ASX:MGX) for AUD 20.2 million.Crestlink Pty Ltd entered into a binding conditional agreement to acquire Aztec Resources Limited from MGX Resources Limited (ASX:MGX) for AUD 20.2 million on June 11, 2026. A cash consideration of AUD 5.2 million will be paid by Crestlink Pty Ltd. Crestlink Pty Ltd will pay an earnout/contingent payment of AUD 15 million cash. As part of consideration, AUD 20.2 million is paid towards common equity of Aztec Resources Limited. The divestiture is a key component of MGX's strategy to reposition itself in the precious and base metals sectors, allowing it to focus on the Central Tanami Gold Project. The transaction excludes certain plant and equipment which will be retained by MGX. Crestlink intends to operate Koolan Island as a multi-user logistics and support facility. If one or both of the FIRB or ACCC conditions is not satisfied by Crestlink on or before 8 December 2026 and all other conditions have been satisfied, Crestlink has the right to extend the date for satisfaction of the conditions to 31 March 2027, subject to indemnifying MGX for ongoing holding costs and liabilities.The transaction is subject to subject to antitrust regulations and approval by regulatory board / committee and customary adjustments The expected completion of the transaction is in late 2026.Reported Earnings • Feb 23First half 2026 earnings released: AU$0.018 loss per share (vs AU$0.06 loss in 1H 2025)First half 2026 results: AU$0.018 loss per share (improved from AU$0.06 loss in 1H 2025). Revenue: AU$147.2m (down 8.2% from 1H 2025). Net loss: AU$20.8m (loss narrowed 71% from 1H 2025). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Feb 06Mount Gibson Iron Limited (ASX:MGX) completed the acquisition of 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST).Mount Gibson Iron Limited (ASX:MGX) entered into an agreement to acquire 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST) for AUD 50 million on July 16, 2025. A cash consideration of AUD 50 million will be paid by Mount Gibson Iron Limited, plus normal adjustments on completion. Mount Gibson will fund the purchase price from its internal cash reserves. Mount Gibson will also be required to replace existing bank guarantees totalling approximately AUD 5.8 million, which it will do from its existing performance bonding facility. Completion will occur 10 days after satisfaction or (where permitted) waiver of: approval pursuant to the Foreign Investment Review Board; further extension of existing infrastructure arrangements on one tenement by the Central Land Council; non-exercise by Tanami Gold of its right of first refusal under the CTPJV; and various other pre-completion conditions considered standard for a transaction of this nature. These conditions must be satisfied by March 31, 2026 (unless extended by agreement). As of December 3, 2025, the transaction has been approved by Foreign Investment Review Board. The transaction is expected to close by end of March 2026. Azure Capital Pty Ltd. acted as financial advisor for Mount Gibson Iron Limited. Gilbert and Tobin acted as legal advisor for Mount Gibson Iron Limited. Entech Pty Ltd acted as project due diligence provider to Mount Gibson Iron. PwC acted as accountant to Mount Gibson Iron. Black Swan Metallurgy acted as advisors to Mount Gibson Iron. Mount Gibson Iron Limited (ASX:MGX) completed the acquisition of 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST) on February 6, 2026.お知らせ • Jan 23MGX Resources Limited to Report First Half, 2026 Results on Feb 19, 2026MGX Resources Limited announced that they will report first half, 2026 results on Feb 19, 2026Recent Insider Transactions • Oct 28Non-Executive Chairman recently bought AU$59k worth of stockOn the 27th of October, Brett Smith bought around 170k shares on-market at roughly AU$0.35 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.お知らせ • Oct 10Mount Gibson Iron Limited, Annual General Meeting, Nov 12, 2025Mount Gibson Iron Limited, Annual General Meeting, Nov 12, 2025.Reported Earnings • Aug 21Full year 2025 earnings released: AU$0.069 loss per share (vs AU$0.005 profit in FY 2024)Full year 2025 results: AU$0.069 loss per share (down from AU$0.005 profit in FY 2024). Revenue: AU$330.5m (down 51% from FY 2024). Net loss: AU$82.2m (down AU$88.6m from profit in FY 2024). Production and reserves: Iron Production: 2.34 Mt (3.747 Mt in FY 2024) Number of mines: 1 (1 in FY 2024) Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jul 24Mount Gibson Iron Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Mount Gibson Iron Limited announced that they will report fiscal year 2025 results on Aug 20, 2025分析記事 • Jul 16Mount Gibson Iron Limited's (ASX:MGX) Low P/S No Reason For ExcitementMount Gibson Iron Limited's ( ASX:MGX ) price-to-sales (or "P/S") ratio of 1x might make it look like a strong buy...Reported Earnings • Feb 19First half 2025 earnings released: AU$0.06 loss per share (vs AU$0.12 profit in 1H 2024)First half 2025 results: AU$0.06 loss per share (down from AU$0.12 profit in 1H 2024). Revenue: AU$170.3m (down 61% from 1H 2024). Net loss: AU$71.7m (down 152% from profit in 1H 2024). Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.New Risk • Feb 19New major risk - Revenue and earnings growthEarnings have declined by 34% 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. This is currently the only risk that has been identified for the company.お知らせ • Jan 23+ 1 more updateMount Gibson Iron Limited Provides Sales Guidance for the Year 2025Mount Gibson Iron Limited provided sales guidance for the year 2025. For the period, Company expects sales guidance of 2.73 million tonnes.Price Target Changed • Dec 06Price target decreased by 11% to AU$0.34Down from AU$0.38, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AU$0.33. Stock is down 40% over the past year. The company posted earnings per share of AU$0.0053 last year.分析記事 • Sep 30Mount Gibson Iron Limited's (ASX:MGX) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 63.4x Mount Gibson Iron Limited ( ASX:MGX ) may be sending very bearish...Price Target Changed • Sep 13Price target decreased by 24% to AU$0.38Down from AU$0.50, the current price target is provided by 1 analyst. New target price is 29% above last closing price of AU$0.29. Stock is down 37% over the past year. The company posted earnings per share of AU$0.0053 last year.お知らせ • Aug 23Mount Gibson Iron Limited Provides Production Guidance for the Year 2025Mount Gibson Iron Limited provided production guidance for the year 2025. The company is targeting total iron ore sales of 2.73.0 Mwmt of high-grade ore from its Koolan Island operation in year 2025, at a unit cash operating cost of AUD 95 wmt - AUD 100 wmt inclusive of capitalised mining costs and before royalties.New Risk • Aug 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0.005 (vs AU$0.004 in FY 2023)Full year 2024 results: EPS: AU$0.005 (up from AU$0.004 in FY 2023). Revenue: AU$684.5m (up 52% from FY 2023). Net income: AU$6.43m (up 24% from FY 2023). Profit margin: 0.9% (down from 1.1% in FY 2023). Revenue is expected to decline by 28% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Aug 21Mount Gibson Iron Limited, Annual General Meeting, Sep 17, 2024Mount Gibson Iron Limited, Annual General Meeting, Sep 17, 2024.Buy Or Sell Opportunity • Jul 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to AU$0.39. The fair value is estimated to be AU$0.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Jul 17Mount Gibson Iron Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Mount Gibson Iron Limited announced that they will report fiscal year 2024 results on Aug 21, 2024Buy Or Sell Opportunity • Jul 01Now 14% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to AU$0.42. The fair value is estimated to be AU$0.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Jun 24Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.7% to AU$0.41. The fair value is estimated to be AU$0.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • May 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to AU$0.45. The fair value is estimated to be AU$0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Apr 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to AU$0.46. The fair value is estimated to be AU$0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Apr 19Mount Gibson Iron Limited Provides Earnings Guidance for Fiscal Year 2024Mount Gibson Iron Limited provided earnings guidance for fiscal year 2024. For annual guidance, company continue to target sales of 3.8 million to 4.2 million tonnes of high-grade iron ore from Koolan Island.Price Target Changed • Mar 19Price target decreased by 9.1% to AU$0.50Down from AU$0.55, the current price target is provided by 1 analyst. New target price is 15% above last closing price of AU$0.43. Stock is down 13% over the past year. The company posted earnings per share of AU$0.0043 last year.Buy Or Sell Opportunity • Feb 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to AU$0.47. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Jan 18Mount Gibson Iron Limited to Report First Half, 2024 Results on Feb 21, 2024Mount Gibson Iron Limited announced that they will report first half, 2024 results on Feb 21, 2024Price Target Changed • Nov 09Price target decreased by 59% to AU$0.50Down from AU$1.21, the current price target is provided by 1 analyst. New target price is 6.5% below last closing price of AU$0.54. Stock is up 23% over the past year. The company posted earnings per share of AU$0.0043 last year.分析記事 • Nov 08It's Unlikely That The CEO Of Mount Gibson Iron Limited (ASX:MGX) Will See A Huge Pay Rise This YearKey Insights Mount Gibson Iron to hold its Annual General Meeting on 15th of November CEO Peter Kerr's total...Buying Opportunity • Oct 31Now 20% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be AU$0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Oct 26Estimating The Intrinsic Value Of Mount Gibson Iron Limited (ASX:MGX)Key Insights Using the Dividend Discount Model, Mount Gibson Iron fair value estimate is AU$0.62 Current share price of...お知らせ • Oct 21Mount Gibson Iron Limited Provides Sales Guidance for the Fiscal Year 2024Mount Gibson Iron Limited provided sales guidance for the fiscal year 2024. for the year, the company continue to target sales of between 3.8 million and 4.2 million wet metric tonnes.Buying Opportunity • Sep 07Now 22% undervaluedOver the last 90 days, the stock is up 10.0%. The fair value is estimated to be AU$0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Meanwhile, the company has become profitable.お知らせ • Aug 24Mount Gibson Iron Limited, Annual General Meeting, Nov 15, 2023Mount Gibson Iron Limited, Annual General Meeting, Nov 15, 2023.お知らせ • Aug 23Mount Gibson Iron Limited Announces Board ChangesMount Gibson Iron Limited announced that Mr. Russell Barwick has resigned as a Non-Executive Director of the Company with effect from 23 August 2023. Mr. Barwick was appointed a Director in November 2011. The Company announced that Ms. Evian Delfabbro has agreed to join as an Independent Non-Executive Director of Mount Gibson Iron to succeed Mr. Barwick on the Board commencing her role with effect from 28 August 2023. Ms. Delfabbro is a civil engineer and lawyer and brings to the Board over two decades of experience in the commercial property, mining and construction sectors. She is currently a director of a boutique Sydney property company and a Queensland hard-rock quarrying business. She has previously held senior management roles with former ASX-listed commercial property company FKP Ltd, Port Bouvard Ltd. and Thakral Holdings. Ms. Delfabbro holds a Diploma of Law, Bachelor of Civil Engineering and Bachelor of Commerce from the University of Sydney.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.004 (vs AU$0.15 loss in FY 2022)Full year 2023 results: EPS: AU$0.004 (up from AU$0.15 loss in FY 2022). Revenue: AU$452.6m (up 222% from FY 2022). Net income: AU$5.18m (up AU$179.3m from FY 2022). Profit margin: 1.1% (up from net loss in FY 2022). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Jul 24Fenix Resources Limited (ASX:FEX) completed the acquisition of Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX).Fenix Resources Limited (ASX:FEX) agreed to acquire Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX) for AUD 26.1 million on June 29, 2023. The consideration payable to Mount Gibson consists of AUD 10 million cash and 60 million ordinary shares in Fenix upon completion. Mount Gibson will also receive 12.5 million 5-year options exercisable at AUD 0.25 per share and 12.5 million 5-year options exercisable at AUD 0.30 per share, subject to the satisfaction of certain transaction-related conditions. Transaction is subject to the execution of new port services and lease agreements between Mid West Ports Authority and Fenix and the receipt of any necessary Western Australian Government Ministerial approvals that may be required in respect of the Ports Agreements; and the receipt of waivers and/or consents from various parties and banking institutions relating to the tenure and contractual rights for certain of the asset groups. The transaction is expected to complete in the September quarter assuming satisfaction of consents and conditions in respect of third party interests. Poynton Stavrianou acted as financial advisor and Hamilton Locke acted as legal counsel to Fenix in relation to the Transaction. Fenix Resources Limited (ASX:FEX) completed the acquisition of Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX) on July 24, 2023. Mount Gibson has received AUD 10 million in cash, plus 60 million ordinary Fenix shares and 25 million Fenix options (exercisable in two tranches of 12.5 million options each at AUD 0.25 and AUD 0.30 respectively within five years of settlement), making Mount Gibson the single largest shareholder in Fenix with an approximate interest of 8.6%.お知らせ • Jul 21Mount Gibson Iron Limited to Report Fiscal Year 2023 Results on Aug 23, 2023Mount Gibson Iron Limited announced that they will report fiscal year 2023 results on Aug 23, 2023お知らせ • Jun 30Fenix Resources Limited (ASX:FEX) agreed to acquire Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX) for AUD 26.1 million.Fenix Resources Limited (ASX:FEX) agreed to acquire Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX) for AUD 26.1 million on June 29, 2023. The consideration payable to Mount Gibson consists of AUD 10 million cash and 60 million ordinary shares in Fenix upon completion. Mount Gibson will also receive 12.5 million 5-year options exercisable at AUD 0.25 per share and 12.5 million 5-year options exercisable at AUD 0.30 per share, subject to the satisfaction of certain transaction-related conditions. Transaction is subject to the execution of new port services and lease agreements between Mid West Ports Authority and Fenix and the receipt of any necessary Western Australian Government Ministerial approvals that may be required in respect of the Ports Agreements; and the receipt of waivers and/or consents from various parties and banking institutions relating to the tenure and contractual rights for certain of the asset groups. The transaction is expected to complete in the September quarter assuming satisfaction of consents and conditions in respect of third party interests. Poynton Stavrianou acted as financial advisor and Hamilton Locke acted as legal counsel to Fenix in relation to the Transaction.Buying Opportunity • Jun 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be AU$0.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 36% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be AU$0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 36% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Apr 04Now 21% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$0.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 36% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Mar 29Price target decreased by 17% to AU$0.50Down from AU$0.60, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AU$0.50. Stock is down 20% over the past year. The company posted a net loss per share of AU$0.15 last year.Buying Opportunity • Mar 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.8%. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 36% over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Feb 28Independent Non-Executive Director recently sold AU$170k worth of stockOn the 23rd of February, Alan Stephen Jones sold around 300k shares on-market at roughly AU$0.57 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. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 23First half 2023 earnings releasedFirst half 2023 results: Revenue: AU$152.0m (up 456% from 1H 2022). Net income: AU$7.40m (up AU$73.0m from 1H 2022). Profit margin: 4.9% (up from net loss in 1H 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 36% 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, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31Mount Gibson Iron Limited Provides Sales Guidance for the Full Year 2023Mount Gibson Iron Limited provided sales Guidance for the full year 2023. The company maintained current sales guidance of 3.2 million to 3.7 million wet metric tonnes of high-grade ore.お知らせ • Jan 30Mount Gibson Iron Limited to Report First Half, 2023 Results on Feb 22, 2023Mount Gibson Iron Limited announced that they will report first half, 2023 results on Feb 22, 2023Buying Opportunity • Jan 30Now 23% undervaluedOver the last 90 days, the stock is up 67%. The fair value is estimated to be AU$0.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jan 19Estimating The Intrinsic Value Of Mount Gibson Iron Limited (ASX:MGX)How far off is Mount Gibson Iron Limited ( ASX:MGX ) from its intrinsic value? Using the most recent financial data...Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. Non-Executive Director Rucai Ding was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Price Target Changed • Nov 16Price target decreased to AU$0.40Down from AU$0.50, the current price target is provided by 1 analyst. New target price is 12% below last closing price of AU$0.46. Stock is up 28% over the past year. The company posted a net loss per share of AU$0.15 last year.お知らせ • Oct 28Mount Gibson Iron Limited Provides Sales Guidance for the Year 2022-23Mount Gibson Iron Limited provided sales guidance for the year 2022-23. For the period, the company expects sales to be in the range of 3.2 Mwmt -3.7 Mwmt of high-grade iron ore, a significant increase on last year, at an average site cash operating cost of $70 wmt - $75 wmt sold FOB before royalties. Updates regarding the guidance estimates will be provided as the Koolan Island recovery plan progresses and shipment numbers increase.お知らせ • Aug 25Mount Gibson Iron Limited, Annual General Meeting, Nov 09, 2022Mount Gibson Iron Limited, Annual General Meeting, Nov 09, 2022.お知らせ • Aug 17Mount Gibson Iron Limited Suspends Koolan Island Iron Ore Operation Due to Fire IncidentMount Gibson Iron Limited provided the following update in relation to the resolution of the screening plant fire incident that occurred on 12 August 2022 at the Koolan Island iron ore operation. On 12 August 2022, a fire occurred in the product sizing screen area within the Koolan Island crushing plant during a scheduled maintenance shutdown. All personnel working in the area were evacuated and there were no injuries. The fire was subsequently extinguished through the successful efforts of the site's Emergency Response Team. Initial assessment indicates that the fire has damaged part of the product sizing screen assembly and associated feeder and conveyor equipment. Assessment of surrounding steel structures is underway. While ore processing through the plant is currently suspended, mining of high grade iron ore from the Koolan Main Pit continues as planned. The site has sufficient crushed ore stockpiles on hand to meet immediate shipping requirements, and subsequent shipping rates will depend on the outcome andprogress of the repair and recovery plan. A preliminary plan is being developed to process and ship ore at up to approximately 40% of the plantcapacity from late August for an interim period. This could be further increased through the use of available mobile crushing units while repairs are undertaken. Mount Gibson will provide a further update regarding the repair and recovery plan in the near term as damage assessments and repair options are completed. The fire within the Koolan Island process screening plant circuit will temporarily slow the site's operational and financial improvement trajectory but is recoverable. With the improvements already realised to date, the mining of high grade ore continues to increase with the waste-to-ore stripping ratio declining as scheduled, and the site will be well positioned to recover the deferred shipments once processing capacity returns to planned levels.お知らせ • Jul 30Mount Gibson Iron Limited to Report Fiscal Year 2022 Results on Aug 24, 2022Mount Gibson Iron Limited announced that they will report fiscal year 2022 results on Aug 24, 2022Price Target Changed • Jul 04Price target decreased to AU$0.70Down from AU$0.85, the current price target is provided by 1 analyst. New target price is 32% above last closing price of AU$0.53. Stock is down 42% over the past year. The company posted earnings per share of AU$0.055 last year.Buying Opportunity • Jun 15Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be AU$0.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.1% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jun 14Does Mount Gibson Iron (ASX:MGX) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 02Estimating The Intrinsic Value Of Mount Gibson Iron Limited (ASX:MGX)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Mount Gibson Iron...Price Target Changed • Apr 27Price target increased to AU$0.78Up from AU$0.71, the current price target is an average from 2 analysts. New target price is 19% above last closing price of AU$0.65. Stock is down 27% over the past year. The company posted earnings per share of AU$0.055 last year.Price Target Changed • Mar 01Price target increased to AU$0.69Up from AU$0.61, the current price target is an average from 2 analysts. New target price is 28% above last closing price of AU$0.54. Stock is down 41% over the past year. The company posted earnings per share of AU$0.055 last year.Reported Earnings • Feb 24First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.055 loss per share (down from AU$0.064 profit in 1H 2021). Revenue: AU$27.3m (down 89% from 1H 2021). Net loss: AU$65.6m (down 188% from profit in 1H 2021). Revenue missed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 303%, compared to a 761% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.分析記事 • Dec 10Returns Are Gaining Momentum At Mount Gibson Iron (ASX:MGX)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Nov 03It Looks Like Mount Gibson Iron Limited's (ASX:MGX) CEO May Expect Their Salary To Be Put Under The MicroscopeShareholders will probably not be too impressed with the underwhelming results at Mount Gibson Iron Limited ( ASX:MGX...分析記事 • Aug 27Mount Gibson Iron (ASX:MGX) Has Announced That Its Dividend Will Be Reduced To AU$0.02Mount Gibson Iron Limited ( ASX:MGX ) has announced it will be reducing its dividend payable on the 6th of October to...Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.055 (vs AU$0.074 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$329.7m (down 26% from FY 2020). Net income: AU$64.0m (down 24% from FY 2020). Profit margin: 19% (in line with FY 2020). Production and reserves: Iron Production: 1.431 Mt (2.765 Mt in FY 2020) Proved and probable reserves (ore): 2.8 Mt Number of mines: 1 (2 in FY 2020) Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.分析記事 • Jul 27Returns On Capital Are Showing Encouraging Signs At Mount Gibson Iron (ASX:MGX)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Jun 14Price target increased to AU$1.23Up from AU$1.10, the current price target is provided by 1 analyst. New target price is 42% above last closing price of AU$0.86. Stock is up 28% over the past year.分析記事 • Apr 16Mount Gibson Iron's (ASX:MGX) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Mar 02Does Mount Gibson Iron Limited (ASX:MGX) Have A Place In Your Dividend Portfolio?Dividend paying stocks like Mount Gibson Iron Limited ( ASX:MGX ) tend to be popular with investors, and for good...Price Target Changed • Mar 01Price target lowered to AU$1.08Down from AU$1.18, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of AU$0.90. As of last close, the stock is up 22% over the past year.Reported Earnings • Feb 25First half 2021 earnings released: EPS AU$0.064 (vs AU$0.039 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$258.8m (up 1.8% from 1H 2020). Net income: AU$74.6m (up 67% from 1H 2020). Profit margin: 29% (up from 18% in 1H 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 12Mount Gibson Iron (ASX:MGX) Has Rewarded Shareholders With An Exceptional 487% Total Return On Their InvestmentWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...分析記事 • Jan 28Is Mount Gibson Iron Limited's (ASX:MGX) Latest Stock Performance A Reflection Of Its Financial Health?Most readers would already be aware that Mount Gibson Iron's (ASX:MGX) stock increased significantly by 28% over the...分析記事 • Jan 13What We Make Of Mount Gibson Iron's (ASX:MGX) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Is New 90 Day High Low • Jan 07New 90-day high: AU$0.99The company is up 37% from its price of AU$0.72 on 09 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 20% over the same period.分析記事 • Dec 29What Kind Of Shareholders Hold The Majority In Mount Gibson Iron Limited's (ASX:MGX) Shares?A look at the shareholders of Mount Gibson Iron Limited ( ASX:MGX ) can tell us which group is most powerful...分析記事 • Dec 14Calculating The Intrinsic Value Of Mount Gibson Iron Limited (ASX:MGX)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Mount Gibson Iron...Price Target Changed • Dec 13Price target raised to AU$1.08Up from AU$0.96, the current price target is provided by 1 analyst. The new target price is 17% above the current share price of AU$0.92. As of last close, the stock is up 0.5% over the past year.Is New 90 Day High Low • Dec 03New 90-day high: AU$0.79The company is up 5.0% from its price of AU$0.75 on 04 September 2020. The Australian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Metals and Mining industry, which is up 4.0% over the same period.分析記事 • Nov 29You Have To Love Mount Gibson Iron Limited's (ASX:MGX) DividendToday we'll take a closer look at Mount Gibson Iron Limited (ASX:MGX) from a dividend investor's perspective. Owning a...Is New 90 Day High Low • Oct 18New 90-day low: AU$0.69The company is down 1.0% from its price of AU$0.70 on 20 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 1.0% over the same period.お知らせ • Oct 10Mount Gibson Iron Limited Provides Shine Iron Ore Project UpdateMount Gibson Iron Limited provided the following update on the planned development of the Company's Shine Iron Ore Project, located 375km northeast of Perth, in the Mid-West region of Western Australia. Shine represents a near term, low capital production opportunity that will further extend Mount Gibson's 16-year operational presence in the Mid-West region, facilitated by the Company's established export infrastructure and logistics arrangements. Mount Gibson has declared Proved and Probable Ore Reserves of 2.8 million dry metric tonnes grading 59.4% Fe, using a 55% Fe cut-off, within an initial "Stage 1" pit development, for a mine life of two years. Mine life could potentially be extended a further two years by developing a "Stage 2" pit subject to market conditions remaining supportive, based on Measured and Indicated Resources within the modelled pit shells. The Company is currently finalising commercial and permitting requirements to commence development and achieve targeted first ore sales in mid-2021. Shine Ore Reserve Estimate: Mount Gibson previously reported an Ore Reserve estimate for the Shine deposit in March 2014. However, this was later removed in 2015 when the Project was deferred indefinitely due to deteriorating iron ore market conditions. Mount Gibson began a detailed technical review of the Shine Project in early 2020. This included the engagement of AMC Consultants Pty Ltd. (AMC) to undertake a mine planning and pit optimisation study, and Coffey Services Australia Pty Ltd. (Coffey) to undertake a geotechnical review. This information was combined with Mount Gibson's haulage and port assumptions to determine Ore Reserves for the Shine project in accordance with the JORC Code, 2012 Edition. The total Proved and Probable Hematite Ore Reserves are estimated at 2.8 Mt at an average grade of 59.4% Fe using a cut-off grade of 55% Fe. Mineral Resources are reported inclusive of Ore Reserves. The Shine Hematite Mineral Resource has not changed since 30 June 2020. Information material to understanding the Shine Ore Reserves Mount Gibson has completed this Ore Reserve estimate for the Shine Iron Ore Project based on past feasibility and technical studies, Mount Gibson's experiences with mining operations and transport arrangements at its Extension Hill operation in the Mid-West, and quotations from operating contractors and transport service providers. The estimate is supported by a mine planning and optimisation study by AMC and geotechnical review by Coffey, in the context of prevailing iron ore market conditions. The total Proved and Probable Hematite Ore Reserve is estimated at 2.8 Mt at an average grade of 59.4% Fe using a cut-off grade of 55% Fe. Mineral Resources are inclusive of Ore Reserves. Ore Reserves are defined as the mined material which is delivered to the run-of-mine (ROM) pad which will be crushed and sold as DSO products. Mount Gibson confirms the Ore Reserves and Mineral Resource estimates underpinning the production target for the Shine Iron Ore Project have been prepared by competent persons in accordance with the requirements in Appendix 5A (JORC Code). Refer to page 4 of this report for Competent Person attributions.お知らせ • Sep 24Mineral Resource and Ore Reserve Estimates of Mount Gibson Iron Limited as at 30 June 2020The Mineral Resource and Ore Reserve estimates of Mount Gibson Iron Limited as at 30 June 2020. Total Mineral Resources are estimated at 69.4 million tonnes (Mt) of iron ore at an average grade of 61.7% Fe (30 June 2019: 74.2 Mt @ 61.8% Fe). Total Ore Reserves are 18.7Mt at 65.2% Fe (30 June 2019: 20.3Mt at 65.5% Fe). The reductions in the estimates from a year ago largely reflect mining depletion, net of Koolan Island Ore Reserve additions, and the removal of remnant resources at the now-rehabilitated Tallering Peak mine site. Total Mineral Resources were reduced by approximately 4.8Mt in the year to 30 June 2020 through mining depletion of 3.1Mt at the Main Deposit at Koolan Island, and removal of final remnant resources totaling 1.7Mt at the now-rehabilitated Tallering Peak mine site. Mineral Resources at Koolan Island at 30 June 2020 totalled 48.0 Mt grading 63.7% Fe, including 38.0Mt at 64.6% Fe in the Main Deposit. Mineral Resources remain unchanged at the Acacia East and Mangrove satellite deposits at Koolan Island, and at the Extension Hill, Iron Hill and Shine deposits in the Mid-West. The company confirms that all material assumptions and technical parameters underpinning the estimates continue to apply and have not materially changed. Mount Gibson's total Ore Reserves reduced over the year by approximately 1.6Mt to 18.7Mt grading 65.2% Fe, all at the Main Deposit at Koolan Island, reflecting depletion of 3.1Mt from mining and the addition of 1.5Mt arising from design improvements for the Main Pit. The 1.5Mt increase in Ore Reserves followed a review of the Main Pit geotechnical parameters which resulted in an increased batter angle in the hanging-wall rock units from 75 degrees to 80 degrees being adopted in the Life of Mine pit design from approximately 25 metres from surface level. The revised design parameters were externally validated before being adopted in the Life of Mine pit design.分析記事 • Aug 10Should You Be Adding Mount Gibson Iron (ASX:MGX) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...分析記事 • Jul 28Potential Upside For Mount Gibson Iron Limited (ASX:MGX) Not Without RiskWith a price-to-earnings (or "P/E") ratio of 6.3x Mount Gibson Iron Limited (ASX:MGX) may be sending very bullish...お知らせ • Jul 25Mount Gibson Iron Limited to Report Fiscal Year 2020 Results on Aug 19, 2020Mount Gibson Iron Limited announced that they will report fiscal year 2020 results at 9:15 PM, GMT Standard Time on Aug 19, 2020分析記事 • Jul 15Mount Gibson Iron Limited's (ASX:MGX) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?Mount Gibson Iron's (ASX:MGX) stock up by 4.5% over the past week. Since the market usually pay for a company’s...分析記事 • Jun 30Will the Promising Trends At Mount Gibson Iron (ASX:MGX) Continue?Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...収支内訳MGX Resources の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ASX:MGX 収益、費用、利益 ( )AUD Millions日付収益収益G+A経費研究開発費31 Dec 25317-3119030 Sep 25324-5720030 Jun 25331-8221031 Mar 25363-14322031 Dec 24396-20422030 Sep 24532-9921030 Jun 24668619031 Mar 246997117031 Dec 2373113715030 Sep 235917116030 Jun 23451516031 Mar 23358-4817031 Dec 22265-10118030 Sep 22203-13817030 Jun 22141-17417031 Mar 22119-12516031 Dec 2198-7615030 Sep 21214-614030 Jun 213306413031 Mar 213908912031 Dec 2045011411030 Sep 204479911030 Jun 204458410031 Dec 1935513313030 Sep 1931713313030 Jun 1927813313031 Dec 183146413030 Sep 182848213030 Jun 182549914031 Dec 172068519030 Sep 171945519030 Jun 171832618031 Dec 1620511718030 Sep 162209819030 Jun 162358020031 Mar 16248822031 Dec 15260-6424030 Sep 15288-47728030 Jun 15316-890310質の高い収益: MGXは現在利益が出ていません。利益率の向上: MGXは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: MGXは利益が出ておらず、過去 5 年間で損失は年間21.2%の割合で増加しています。成長の加速: MGXの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: MGXは利益が出ていないため、過去 1 年間の収益成長をMetals and Mining業界 ( 59.9% ) と比較することは困難です。株主資本利益率高いROE: MGXは現在利益が出ていないため、自己資本利益率 ( -7.26% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/06/13 18:17終値2026/06/12 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MGX Resources Limited 0 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。15 アナリスト機関Stephen ThomasBell PotterPeter O'ConnorBofA Global ResearchLuke SmithCanaccord Genuity12 その他のアナリストを表示
Reported Earnings • Feb 23First half 2026 earnings released: AU$0.018 loss per share (vs AU$0.06 loss in 1H 2025)First half 2026 results: AU$0.018 loss per share (improved from AU$0.06 loss in 1H 2025). Revenue: AU$147.2m (down 8.2% from 1H 2025). Net loss: AU$20.8m (loss narrowed 71% from 1H 2025). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 23MGX Resources Limited to Report First Half, 2026 Results on Feb 19, 2026MGX Resources Limited announced that they will report first half, 2026 results on Feb 19, 2026
Reported Earnings • Aug 21Full year 2025 earnings released: AU$0.069 loss per share (vs AU$0.005 profit in FY 2024)Full year 2025 results: AU$0.069 loss per share (down from AU$0.005 profit in FY 2024). Revenue: AU$330.5m (down 51% from FY 2024). Net loss: AU$82.2m (down AU$88.6m from profit in FY 2024). Production and reserves: Iron Production: 2.34 Mt (3.747 Mt in FY 2024) Number of mines: 1 (1 in FY 2024) Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jul 24Mount Gibson Iron Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Mount Gibson Iron Limited announced that they will report fiscal year 2025 results on Aug 20, 2025
Reported Earnings • Feb 19First half 2025 earnings released: AU$0.06 loss per share (vs AU$0.12 profit in 1H 2024)First half 2025 results: AU$0.06 loss per share (down from AU$0.12 profit in 1H 2024). Revenue: AU$170.3m (down 61% from 1H 2024). Net loss: AU$71.7m (down 152% from profit in 1H 2024). Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0.005 (vs AU$0.004 in FY 2023)Full year 2024 results: EPS: AU$0.005 (up from AU$0.004 in FY 2023). Revenue: AU$684.5m (up 52% from FY 2023). Net income: AU$6.43m (up 24% from FY 2023). Profit margin: 0.9% (down from 1.1% in FY 2023). Revenue is expected to decline by 28% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Jun 12Crestlink Pty Ltd entered into a binding conditional agreement to acquire Aztec Resources Limited from MGX Resources Limited (ASX:MGX) for AUD 20.2 million.Crestlink Pty Ltd entered into a binding conditional agreement to acquire Aztec Resources Limited from MGX Resources Limited (ASX:MGX) for AUD 20.2 million on June 11, 2026. A cash consideration of AUD 5.2 million will be paid by Crestlink Pty Ltd. Crestlink Pty Ltd will pay an earnout/contingent payment of AUD 15 million cash. As part of consideration, AUD 20.2 million is paid towards common equity of Aztec Resources Limited. The divestiture is a key component of MGX's strategy to reposition itself in the precious and base metals sectors, allowing it to focus on the Central Tanami Gold Project. The transaction excludes certain plant and equipment which will be retained by MGX. Crestlink intends to operate Koolan Island as a multi-user logistics and support facility. If one or both of the FIRB or ACCC conditions is not satisfied by Crestlink on or before 8 December 2026 and all other conditions have been satisfied, Crestlink has the right to extend the date for satisfaction of the conditions to 31 March 2027, subject to indemnifying MGX for ongoing holding costs and liabilities.The transaction is subject to subject to antitrust regulations and approval by regulatory board / committee and customary adjustments The expected completion of the transaction is in late 2026.
Reported Earnings • Feb 23First half 2026 earnings released: AU$0.018 loss per share (vs AU$0.06 loss in 1H 2025)First half 2026 results: AU$0.018 loss per share (improved from AU$0.06 loss in 1H 2025). Revenue: AU$147.2m (down 8.2% from 1H 2025). Net loss: AU$20.8m (loss narrowed 71% from 1H 2025). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 06Mount Gibson Iron Limited (ASX:MGX) completed the acquisition of 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST).Mount Gibson Iron Limited (ASX:MGX) entered into an agreement to acquire 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST) for AUD 50 million on July 16, 2025. A cash consideration of AUD 50 million will be paid by Mount Gibson Iron Limited, plus normal adjustments on completion. Mount Gibson will fund the purchase price from its internal cash reserves. Mount Gibson will also be required to replace existing bank guarantees totalling approximately AUD 5.8 million, which it will do from its existing performance bonding facility. Completion will occur 10 days after satisfaction or (where permitted) waiver of: approval pursuant to the Foreign Investment Review Board; further extension of existing infrastructure arrangements on one tenement by the Central Land Council; non-exercise by Tanami Gold of its right of first refusal under the CTPJV; and various other pre-completion conditions considered standard for a transaction of this nature. These conditions must be satisfied by March 31, 2026 (unless extended by agreement). As of December 3, 2025, the transaction has been approved by Foreign Investment Review Board. The transaction is expected to close by end of March 2026. Azure Capital Pty Ltd. acted as financial advisor for Mount Gibson Iron Limited. Gilbert and Tobin acted as legal advisor for Mount Gibson Iron Limited. Entech Pty Ltd acted as project due diligence provider to Mount Gibson Iron. PwC acted as accountant to Mount Gibson Iron. Black Swan Metallurgy acted as advisors to Mount Gibson Iron. Mount Gibson Iron Limited (ASX:MGX) completed the acquisition of 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST) on February 6, 2026.
お知らせ • Jan 23MGX Resources Limited to Report First Half, 2026 Results on Feb 19, 2026MGX Resources Limited announced that they will report first half, 2026 results on Feb 19, 2026
Recent Insider Transactions • Oct 28Non-Executive Chairman recently bought AU$59k worth of stockOn the 27th of October, Brett Smith bought around 170k shares on-market at roughly AU$0.35 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.
お知らせ • Oct 10Mount Gibson Iron Limited, Annual General Meeting, Nov 12, 2025Mount Gibson Iron Limited, Annual General Meeting, Nov 12, 2025.
Reported Earnings • Aug 21Full year 2025 earnings released: AU$0.069 loss per share (vs AU$0.005 profit in FY 2024)Full year 2025 results: AU$0.069 loss per share (down from AU$0.005 profit in FY 2024). Revenue: AU$330.5m (down 51% from FY 2024). Net loss: AU$82.2m (down AU$88.6m from profit in FY 2024). Production and reserves: Iron Production: 2.34 Mt (3.747 Mt in FY 2024) Number of mines: 1 (1 in FY 2024) Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jul 24Mount Gibson Iron Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Mount Gibson Iron Limited announced that they will report fiscal year 2025 results on Aug 20, 2025
分析記事 • Jul 16Mount Gibson Iron Limited's (ASX:MGX) Low P/S No Reason For ExcitementMount Gibson Iron Limited's ( ASX:MGX ) price-to-sales (or "P/S") ratio of 1x might make it look like a strong buy...
Reported Earnings • Feb 19First half 2025 earnings released: AU$0.06 loss per share (vs AU$0.12 profit in 1H 2024)First half 2025 results: AU$0.06 loss per share (down from AU$0.12 profit in 1H 2024). Revenue: AU$170.3m (down 61% from 1H 2024). Net loss: AU$71.7m (down 152% from profit in 1H 2024). Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
New Risk • Feb 19New major risk - Revenue and earnings growthEarnings have declined by 34% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jan 23+ 1 more updateMount Gibson Iron Limited Provides Sales Guidance for the Year 2025Mount Gibson Iron Limited provided sales guidance for the year 2025. For the period, Company expects sales guidance of 2.73 million tonnes.
Price Target Changed • Dec 06Price target decreased by 11% to AU$0.34Down from AU$0.38, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AU$0.33. Stock is down 40% over the past year. The company posted earnings per share of AU$0.0053 last year.
分析記事 • Sep 30Mount Gibson Iron Limited's (ASX:MGX) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 63.4x Mount Gibson Iron Limited ( ASX:MGX ) may be sending very bearish...
Price Target Changed • Sep 13Price target decreased by 24% to AU$0.38Down from AU$0.50, the current price target is provided by 1 analyst. New target price is 29% above last closing price of AU$0.29. Stock is down 37% over the past year. The company posted earnings per share of AU$0.0053 last year.
お知らせ • Aug 23Mount Gibson Iron Limited Provides Production Guidance for the Year 2025Mount Gibson Iron Limited provided production guidance for the year 2025. The company is targeting total iron ore sales of 2.73.0 Mwmt of high-grade ore from its Koolan Island operation in year 2025, at a unit cash operating cost of AUD 95 wmt - AUD 100 wmt inclusive of capitalised mining costs and before royalties.
New Risk • Aug 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 21Full year 2024 earnings released: EPS: AU$0.005 (vs AU$0.004 in FY 2023)Full year 2024 results: EPS: AU$0.005 (up from AU$0.004 in FY 2023). Revenue: AU$684.5m (up 52% from FY 2023). Net income: AU$6.43m (up 24% from FY 2023). Profit margin: 0.9% (down from 1.1% in FY 2023). Revenue is expected to decline by 28% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Aug 21Mount Gibson Iron Limited, Annual General Meeting, Sep 17, 2024Mount Gibson Iron Limited, Annual General Meeting, Sep 17, 2024.
Buy Or Sell Opportunity • Jul 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to AU$0.39. The fair value is estimated to be AU$0.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Jul 17Mount Gibson Iron Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Mount Gibson Iron Limited announced that they will report fiscal year 2024 results on Aug 21, 2024
Buy Or Sell Opportunity • Jul 01Now 14% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to AU$0.42. The fair value is estimated to be AU$0.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Jun 24Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.7% to AU$0.41. The fair value is estimated to be AU$0.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • May 21Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to AU$0.45. The fair value is estimated to be AU$0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Apr 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to AU$0.46. The fair value is estimated to be AU$0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Apr 19Mount Gibson Iron Limited Provides Earnings Guidance for Fiscal Year 2024Mount Gibson Iron Limited provided earnings guidance for fiscal year 2024. For annual guidance, company continue to target sales of 3.8 million to 4.2 million tonnes of high-grade iron ore from Koolan Island.
Price Target Changed • Mar 19Price target decreased by 9.1% to AU$0.50Down from AU$0.55, the current price target is provided by 1 analyst. New target price is 15% above last closing price of AU$0.43. Stock is down 13% over the past year. The company posted earnings per share of AU$0.0043 last year.
Buy Or Sell Opportunity • Feb 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to AU$0.47. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Jan 18Mount Gibson Iron Limited to Report First Half, 2024 Results on Feb 21, 2024Mount Gibson Iron Limited announced that they will report first half, 2024 results on Feb 21, 2024
Price Target Changed • Nov 09Price target decreased by 59% to AU$0.50Down from AU$1.21, the current price target is provided by 1 analyst. New target price is 6.5% below last closing price of AU$0.54. Stock is up 23% over the past year. The company posted earnings per share of AU$0.0043 last year.
分析記事 • Nov 08It's Unlikely That The CEO Of Mount Gibson Iron Limited (ASX:MGX) Will See A Huge Pay Rise This YearKey Insights Mount Gibson Iron to hold its Annual General Meeting on 15th of November CEO Peter Kerr's total...
Buying Opportunity • Oct 31Now 20% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be AU$0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Oct 26Estimating The Intrinsic Value Of Mount Gibson Iron Limited (ASX:MGX)Key Insights Using the Dividend Discount Model, Mount Gibson Iron fair value estimate is AU$0.62 Current share price of...
お知らせ • Oct 21Mount Gibson Iron Limited Provides Sales Guidance for the Fiscal Year 2024Mount Gibson Iron Limited provided sales guidance for the fiscal year 2024. for the year, the company continue to target sales of between 3.8 million and 4.2 million wet metric tonnes.
Buying Opportunity • Sep 07Now 22% undervaluedOver the last 90 days, the stock is up 10.0%. The fair value is estimated to be AU$0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Meanwhile, the company has become profitable.
お知らせ • Aug 24Mount Gibson Iron Limited, Annual General Meeting, Nov 15, 2023Mount Gibson Iron Limited, Annual General Meeting, Nov 15, 2023.
お知らせ • Aug 23Mount Gibson Iron Limited Announces Board ChangesMount Gibson Iron Limited announced that Mr. Russell Barwick has resigned as a Non-Executive Director of the Company with effect from 23 August 2023. Mr. Barwick was appointed a Director in November 2011. The Company announced that Ms. Evian Delfabbro has agreed to join as an Independent Non-Executive Director of Mount Gibson Iron to succeed Mr. Barwick on the Board commencing her role with effect from 28 August 2023. Ms. Delfabbro is a civil engineer and lawyer and brings to the Board over two decades of experience in the commercial property, mining and construction sectors. She is currently a director of a boutique Sydney property company and a Queensland hard-rock quarrying business. She has previously held senior management roles with former ASX-listed commercial property company FKP Ltd, Port Bouvard Ltd. and Thakral Holdings. Ms. Delfabbro holds a Diploma of Law, Bachelor of Civil Engineering and Bachelor of Commerce from the University of Sydney.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.004 (vs AU$0.15 loss in FY 2022)Full year 2023 results: EPS: AU$0.004 (up from AU$0.15 loss in FY 2022). Revenue: AU$452.6m (up 222% from FY 2022). Net income: AU$5.18m (up AU$179.3m from FY 2022). Profit margin: 1.1% (up from net loss in FY 2022). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 24Fenix Resources Limited (ASX:FEX) completed the acquisition of Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX).Fenix Resources Limited (ASX:FEX) agreed to acquire Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX) for AUD 26.1 million on June 29, 2023. The consideration payable to Mount Gibson consists of AUD 10 million cash and 60 million ordinary shares in Fenix upon completion. Mount Gibson will also receive 12.5 million 5-year options exercisable at AUD 0.25 per share and 12.5 million 5-year options exercisable at AUD 0.30 per share, subject to the satisfaction of certain transaction-related conditions. Transaction is subject to the execution of new port services and lease agreements between Mid West Ports Authority and Fenix and the receipt of any necessary Western Australian Government Ministerial approvals that may be required in respect of the Ports Agreements; and the receipt of waivers and/or consents from various parties and banking institutions relating to the tenure and contractual rights for certain of the asset groups. The transaction is expected to complete in the September quarter assuming satisfaction of consents and conditions in respect of third party interests. Poynton Stavrianou acted as financial advisor and Hamilton Locke acted as legal counsel to Fenix in relation to the Transaction. Fenix Resources Limited (ASX:FEX) completed the acquisition of Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX) on July 24, 2023. Mount Gibson has received AUD 10 million in cash, plus 60 million ordinary Fenix shares and 25 million Fenix options (exercisable in two tranches of 12.5 million options each at AUD 0.25 and AUD 0.30 respectively within five years of settlement), making Mount Gibson the single largest shareholder in Fenix with an approximate interest of 8.6%.
お知らせ • Jul 21Mount Gibson Iron Limited to Report Fiscal Year 2023 Results on Aug 23, 2023Mount Gibson Iron Limited announced that they will report fiscal year 2023 results on Aug 23, 2023
お知らせ • Jun 30Fenix Resources Limited (ASX:FEX) agreed to acquire Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX) for AUD 26.1 million.Fenix Resources Limited (ASX:FEX) agreed to acquire Mid-West iron ore mining and infrastructure assets from Mount Gibson Iron Limited (ASX:MGX) for AUD 26.1 million on June 29, 2023. The consideration payable to Mount Gibson consists of AUD 10 million cash and 60 million ordinary shares in Fenix upon completion. Mount Gibson will also receive 12.5 million 5-year options exercisable at AUD 0.25 per share and 12.5 million 5-year options exercisable at AUD 0.30 per share, subject to the satisfaction of certain transaction-related conditions. Transaction is subject to the execution of new port services and lease agreements between Mid West Ports Authority and Fenix and the receipt of any necessary Western Australian Government Ministerial approvals that may be required in respect of the Ports Agreements; and the receipt of waivers and/or consents from various parties and banking institutions relating to the tenure and contractual rights for certain of the asset groups. The transaction is expected to complete in the September quarter assuming satisfaction of consents and conditions in respect of third party interests. Poynton Stavrianou acted as financial advisor and Hamilton Locke acted as legal counsel to Fenix in relation to the Transaction.
Buying Opportunity • Jun 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be AU$0.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 36% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Apr 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 28%. The fair value is estimated to be AU$0.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 36% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Apr 04Now 21% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$0.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 36% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Mar 29Price target decreased by 17% to AU$0.50Down from AU$0.60, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AU$0.50. Stock is down 20% over the past year. The company posted a net loss per share of AU$0.15 last year.
Buying Opportunity • Mar 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.8%. The fair value is estimated to be AU$0.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 36% over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Feb 28Independent Non-Executive Director recently sold AU$170k worth of stockOn the 23rd of February, Alan Stephen Jones sold around 300k shares on-market at roughly AU$0.57 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. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 23First half 2023 earnings releasedFirst half 2023 results: Revenue: AU$152.0m (up 456% from 1H 2022). Net income: AU$7.40m (up AU$73.0m from 1H 2022). Profit margin: 4.9% (up from net loss in 1H 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 36% 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, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31Mount Gibson Iron Limited Provides Sales Guidance for the Full Year 2023Mount Gibson Iron Limited provided sales Guidance for the full year 2023. The company maintained current sales guidance of 3.2 million to 3.7 million wet metric tonnes of high-grade ore.
お知らせ • Jan 30Mount Gibson Iron Limited to Report First Half, 2023 Results on Feb 22, 2023Mount Gibson Iron Limited announced that they will report first half, 2023 results on Feb 22, 2023
Buying Opportunity • Jan 30Now 23% undervaluedOver the last 90 days, the stock is up 67%. The fair value is estimated to be AU$0.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jan 19Estimating The Intrinsic Value Of Mount Gibson Iron Limited (ASX:MGX)How far off is Mount Gibson Iron Limited ( ASX:MGX ) from its intrinsic value? Using the most recent financial data...
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 6 highly experienced directors. Non-Executive Director Rucai Ding was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Price Target Changed • Nov 16Price target decreased to AU$0.40Down from AU$0.50, the current price target is provided by 1 analyst. New target price is 12% below last closing price of AU$0.46. Stock is up 28% over the past year. The company posted a net loss per share of AU$0.15 last year.
お知らせ • Oct 28Mount Gibson Iron Limited Provides Sales Guidance for the Year 2022-23Mount Gibson Iron Limited provided sales guidance for the year 2022-23. For the period, the company expects sales to be in the range of 3.2 Mwmt -3.7 Mwmt of high-grade iron ore, a significant increase on last year, at an average site cash operating cost of $70 wmt - $75 wmt sold FOB before royalties. Updates regarding the guidance estimates will be provided as the Koolan Island recovery plan progresses and shipment numbers increase.
お知らせ • Aug 25Mount Gibson Iron Limited, Annual General Meeting, Nov 09, 2022Mount Gibson Iron Limited, Annual General Meeting, Nov 09, 2022.
お知らせ • Aug 17Mount Gibson Iron Limited Suspends Koolan Island Iron Ore Operation Due to Fire IncidentMount Gibson Iron Limited provided the following update in relation to the resolution of the screening plant fire incident that occurred on 12 August 2022 at the Koolan Island iron ore operation. On 12 August 2022, a fire occurred in the product sizing screen area within the Koolan Island crushing plant during a scheduled maintenance shutdown. All personnel working in the area were evacuated and there were no injuries. The fire was subsequently extinguished through the successful efforts of the site's Emergency Response Team. Initial assessment indicates that the fire has damaged part of the product sizing screen assembly and associated feeder and conveyor equipment. Assessment of surrounding steel structures is underway. While ore processing through the plant is currently suspended, mining of high grade iron ore from the Koolan Main Pit continues as planned. The site has sufficient crushed ore stockpiles on hand to meet immediate shipping requirements, and subsequent shipping rates will depend on the outcome andprogress of the repair and recovery plan. A preliminary plan is being developed to process and ship ore at up to approximately 40% of the plantcapacity from late August for an interim period. This could be further increased through the use of available mobile crushing units while repairs are undertaken. Mount Gibson will provide a further update regarding the repair and recovery plan in the near term as damage assessments and repair options are completed. The fire within the Koolan Island process screening plant circuit will temporarily slow the site's operational and financial improvement trajectory but is recoverable. With the improvements already realised to date, the mining of high grade ore continues to increase with the waste-to-ore stripping ratio declining as scheduled, and the site will be well positioned to recover the deferred shipments once processing capacity returns to planned levels.
お知らせ • Jul 30Mount Gibson Iron Limited to Report Fiscal Year 2022 Results on Aug 24, 2022Mount Gibson Iron Limited announced that they will report fiscal year 2022 results on Aug 24, 2022
Price Target Changed • Jul 04Price target decreased to AU$0.70Down from AU$0.85, the current price target is provided by 1 analyst. New target price is 32% above last closing price of AU$0.53. Stock is down 42% over the past year. The company posted earnings per share of AU$0.055 last year.
Buying Opportunity • Jun 15Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be AU$0.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.1% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jun 14Does Mount Gibson Iron (ASX:MGX) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 02Estimating The Intrinsic Value Of Mount Gibson Iron Limited (ASX:MGX)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Mount Gibson Iron...
Price Target Changed • Apr 27Price target increased to AU$0.78Up from AU$0.71, the current price target is an average from 2 analysts. New target price is 19% above last closing price of AU$0.65. Stock is down 27% over the past year. The company posted earnings per share of AU$0.055 last year.
Price Target Changed • Mar 01Price target increased to AU$0.69Up from AU$0.61, the current price target is an average from 2 analysts. New target price is 28% above last closing price of AU$0.54. Stock is down 41% over the past year. The company posted earnings per share of AU$0.055 last year.
Reported Earnings • Feb 24First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.055 loss per share (down from AU$0.064 profit in 1H 2021). Revenue: AU$27.3m (down 89% from 1H 2021). Net loss: AU$65.6m (down 188% from profit in 1H 2021). Revenue missed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 303%, compared to a 761% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
分析記事 • Dec 10Returns Are Gaining Momentum At Mount Gibson Iron (ASX:MGX)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Nov 03It Looks Like Mount Gibson Iron Limited's (ASX:MGX) CEO May Expect Their Salary To Be Put Under The MicroscopeShareholders will probably not be too impressed with the underwhelming results at Mount Gibson Iron Limited ( ASX:MGX...
分析記事 • Aug 27Mount Gibson Iron (ASX:MGX) Has Announced That Its Dividend Will Be Reduced To AU$0.02Mount Gibson Iron Limited ( ASX:MGX ) has announced it will be reducing its dividend payable on the 6th of October to...
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.055 (vs AU$0.074 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$329.7m (down 26% from FY 2020). Net income: AU$64.0m (down 24% from FY 2020). Profit margin: 19% (in line with FY 2020). Production and reserves: Iron Production: 1.431 Mt (2.765 Mt in FY 2020) Proved and probable reserves (ore): 2.8 Mt Number of mines: 1 (2 in FY 2020) Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
分析記事 • Jul 27Returns On Capital Are Showing Encouraging Signs At Mount Gibson Iron (ASX:MGX)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Jun 14Price target increased to AU$1.23Up from AU$1.10, the current price target is provided by 1 analyst. New target price is 42% above last closing price of AU$0.86. Stock is up 28% over the past year.
分析記事 • Apr 16Mount Gibson Iron's (ASX:MGX) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Mar 02Does Mount Gibson Iron Limited (ASX:MGX) Have A Place In Your Dividend Portfolio?Dividend paying stocks like Mount Gibson Iron Limited ( ASX:MGX ) tend to be popular with investors, and for good...
Price Target Changed • Mar 01Price target lowered to AU$1.08Down from AU$1.18, the current price target is provided by 1 analyst. The new target price is 20% above the current share price of AU$0.90. As of last close, the stock is up 22% over the past year.
Reported Earnings • Feb 25First half 2021 earnings released: EPS AU$0.064 (vs AU$0.039 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$258.8m (up 1.8% from 1H 2020). Net income: AU$74.6m (up 67% from 1H 2020). Profit margin: 29% (up from 18% in 1H 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 12Mount Gibson Iron (ASX:MGX) Has Rewarded Shareholders With An Exceptional 487% Total Return On Their InvestmentWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...
分析記事 • Jan 28Is Mount Gibson Iron Limited's (ASX:MGX) Latest Stock Performance A Reflection Of Its Financial Health?Most readers would already be aware that Mount Gibson Iron's (ASX:MGX) stock increased significantly by 28% over the...
分析記事 • Jan 13What We Make Of Mount Gibson Iron's (ASX:MGX) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Is New 90 Day High Low • Jan 07New 90-day high: AU$0.99The company is up 37% from its price of AU$0.72 on 09 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 20% over the same period.
分析記事 • Dec 29What Kind Of Shareholders Hold The Majority In Mount Gibson Iron Limited's (ASX:MGX) Shares?A look at the shareholders of Mount Gibson Iron Limited ( ASX:MGX ) can tell us which group is most powerful...
分析記事 • Dec 14Calculating The Intrinsic Value Of Mount Gibson Iron Limited (ASX:MGX)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Mount Gibson Iron...
Price Target Changed • Dec 13Price target raised to AU$1.08Up from AU$0.96, the current price target is provided by 1 analyst. The new target price is 17% above the current share price of AU$0.92. As of last close, the stock is up 0.5% over the past year.
Is New 90 Day High Low • Dec 03New 90-day high: AU$0.79The company is up 5.0% from its price of AU$0.75 on 04 September 2020. The Australian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Metals and Mining industry, which is up 4.0% over the same period.
分析記事 • Nov 29You Have To Love Mount Gibson Iron Limited's (ASX:MGX) DividendToday we'll take a closer look at Mount Gibson Iron Limited (ASX:MGX) from a dividend investor's perspective. Owning a...
Is New 90 Day High Low • Oct 18New 90-day low: AU$0.69The company is down 1.0% from its price of AU$0.70 on 20 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 1.0% over the same period.
お知らせ • Oct 10Mount Gibson Iron Limited Provides Shine Iron Ore Project UpdateMount Gibson Iron Limited provided the following update on the planned development of the Company's Shine Iron Ore Project, located 375km northeast of Perth, in the Mid-West region of Western Australia. Shine represents a near term, low capital production opportunity that will further extend Mount Gibson's 16-year operational presence in the Mid-West region, facilitated by the Company's established export infrastructure and logistics arrangements. Mount Gibson has declared Proved and Probable Ore Reserves of 2.8 million dry metric tonnes grading 59.4% Fe, using a 55% Fe cut-off, within an initial "Stage 1" pit development, for a mine life of two years. Mine life could potentially be extended a further two years by developing a "Stage 2" pit subject to market conditions remaining supportive, based on Measured and Indicated Resources within the modelled pit shells. The Company is currently finalising commercial and permitting requirements to commence development and achieve targeted first ore sales in mid-2021. Shine Ore Reserve Estimate: Mount Gibson previously reported an Ore Reserve estimate for the Shine deposit in March 2014. However, this was later removed in 2015 when the Project was deferred indefinitely due to deteriorating iron ore market conditions. Mount Gibson began a detailed technical review of the Shine Project in early 2020. This included the engagement of AMC Consultants Pty Ltd. (AMC) to undertake a mine planning and pit optimisation study, and Coffey Services Australia Pty Ltd. (Coffey) to undertake a geotechnical review. This information was combined with Mount Gibson's haulage and port assumptions to determine Ore Reserves for the Shine project in accordance with the JORC Code, 2012 Edition. The total Proved and Probable Hematite Ore Reserves are estimated at 2.8 Mt at an average grade of 59.4% Fe using a cut-off grade of 55% Fe. Mineral Resources are reported inclusive of Ore Reserves. The Shine Hematite Mineral Resource has not changed since 30 June 2020. Information material to understanding the Shine Ore Reserves Mount Gibson has completed this Ore Reserve estimate for the Shine Iron Ore Project based on past feasibility and technical studies, Mount Gibson's experiences with mining operations and transport arrangements at its Extension Hill operation in the Mid-West, and quotations from operating contractors and transport service providers. The estimate is supported by a mine planning and optimisation study by AMC and geotechnical review by Coffey, in the context of prevailing iron ore market conditions. The total Proved and Probable Hematite Ore Reserve is estimated at 2.8 Mt at an average grade of 59.4% Fe using a cut-off grade of 55% Fe. Mineral Resources are inclusive of Ore Reserves. Ore Reserves are defined as the mined material which is delivered to the run-of-mine (ROM) pad which will be crushed and sold as DSO products. Mount Gibson confirms the Ore Reserves and Mineral Resource estimates underpinning the production target for the Shine Iron Ore Project have been prepared by competent persons in accordance with the requirements in Appendix 5A (JORC Code). Refer to page 4 of this report for Competent Person attributions.
お知らせ • Sep 24Mineral Resource and Ore Reserve Estimates of Mount Gibson Iron Limited as at 30 June 2020The Mineral Resource and Ore Reserve estimates of Mount Gibson Iron Limited as at 30 June 2020. Total Mineral Resources are estimated at 69.4 million tonnes (Mt) of iron ore at an average grade of 61.7% Fe (30 June 2019: 74.2 Mt @ 61.8% Fe). Total Ore Reserves are 18.7Mt at 65.2% Fe (30 June 2019: 20.3Mt at 65.5% Fe). The reductions in the estimates from a year ago largely reflect mining depletion, net of Koolan Island Ore Reserve additions, and the removal of remnant resources at the now-rehabilitated Tallering Peak mine site. Total Mineral Resources were reduced by approximately 4.8Mt in the year to 30 June 2020 through mining depletion of 3.1Mt at the Main Deposit at Koolan Island, and removal of final remnant resources totaling 1.7Mt at the now-rehabilitated Tallering Peak mine site. Mineral Resources at Koolan Island at 30 June 2020 totalled 48.0 Mt grading 63.7% Fe, including 38.0Mt at 64.6% Fe in the Main Deposit. Mineral Resources remain unchanged at the Acacia East and Mangrove satellite deposits at Koolan Island, and at the Extension Hill, Iron Hill and Shine deposits in the Mid-West. The company confirms that all material assumptions and technical parameters underpinning the estimates continue to apply and have not materially changed. Mount Gibson's total Ore Reserves reduced over the year by approximately 1.6Mt to 18.7Mt grading 65.2% Fe, all at the Main Deposit at Koolan Island, reflecting depletion of 3.1Mt from mining and the addition of 1.5Mt arising from design improvements for the Main Pit. The 1.5Mt increase in Ore Reserves followed a review of the Main Pit geotechnical parameters which resulted in an increased batter angle in the hanging-wall rock units from 75 degrees to 80 degrees being adopted in the Life of Mine pit design from approximately 25 metres from surface level. The revised design parameters were externally validated before being adopted in the Life of Mine pit design.
分析記事 • Aug 10Should You Be Adding Mount Gibson Iron (ASX:MGX) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of...
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お知らせ • Jul 25Mount Gibson Iron Limited to Report Fiscal Year 2020 Results on Aug 19, 2020Mount Gibson Iron Limited announced that they will report fiscal year 2020 results at 9:15 PM, GMT Standard Time on Aug 19, 2020
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