This company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsAzure Minerals（AZS）株式概要Azure Minerals Limited engages in the exploration of precious and base minerals in Australia. 詳細AZS ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性6/6配当金0/6リスク分析過去5年間で収益は年間35.4%減少しました。 過去1年間で株主の希薄化が進んだ 意味のある収益がありません ( A$2M )すべてのリスクチェックを見るAZS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$3.7026.3k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-50m5m2016201920222025202620282031Revenue AU$4.9mEarnings AU$649.9kAdvancedSet Fair ValueView all narrativesAzure Minerals Limited 競合他社Vulcan Energy ResourcesSymbol: ASX:VULMarket cap: AU$1.7bAVZ MineralsSymbol: ASX:AVZMarket cap: AU$2.8bDevelop GlobalSymbol: ASX:DVPMarket cap: AU$2.0bNickel IndustriesSymbol: ASX:NICMarket cap: AU$4.5b価格と性能株価の高値、安値、推移の概要Azure Minerals過去の株価現在の株価AU$3.7052週高値AU$4.3352週安値AU$0.43ベータ3.011ヶ月の変化7.41%3ヶ月変化1.79%1年変化646.46%3年間の変化1,243.64%5年間の変化3,595.00%IPOからの変化495.97%最新ニュースお知らせ • May 03Azure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexAzure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexBoard Change • Mar 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 28SQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billionSQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billion on October 26, 2023. Each Azure shareholder on the Scheme Record Date will receive a cash amount of AUD 3.52 per Azure share, which implies a fully-diluted equity value for Azure of AUD 1.63 billion The Azure Board unanimously recommends that Azure shareholders support the Transaction. The Transaction is subject to limited conditions, including SQM obtaining approval from FIRB. The transaction is not subject to any financing or due diligence conditions. Azure may be required to pay a break fee to SQM and circumstances where SQM may be required to pay Azure a reverse break fee. The amount of the break fee and reverse break fee, should either become payable, is AUD 15.6 million. In a related transaction, Georgina Hope Rinehart and Hancock Prospecting Pty Ltd has been buying shares to build up a position totaling 81,562,214 Azure Minerals shares, equates to an 18.3% stake on October 26, 2023. SQM may elect to make an off-market takeover, which is not subject to the same condition. Instead of getting 100% of the Azure Minerals Limited, SQM may unite with Rinehart. Barrenjoey is acting as financial adviser to Azure Minerals Limited. Corrs Chambers Westgarth and Herbert Smith Freehills LLP acted as legal adviser to Azure Minerals Limited.お知らせ • Oct 27Azure Minerals Limited, Annual General Meeting, Nov 30, 2023Azure Minerals Limited, Annual General Meeting, Nov 30, 2023, at 14:00 W. Australia Standard Time. Location: The Park Business Centre, 45 Ventnor Avenue, West Perth West Perth Australia Agenda: To discuss Adoption of Remuneration Report; to discuss Election of Ms Hui (Annie) Guo as a Director; to discuss Approval to Increase the Maximum Aggregate Amount of Non-Executive Directors' Fee Pool; and to discuss other matters.New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$18m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (40% increase in shares outstanding).お知らせ • Sep 06Azure Minerals Limited, Annual General Meeting, Oct 06, 2023Azure Minerals Limited, Annual General Meeting, Oct 06, 2023, at 11:00 W. Australia Standard Time. Location: Park Business Centre, 45 Ventnor Avenue, West Perth WA 6005 West Perth Australia Agenda: To discuss Ratification of prior issue of Shares; and to discuss Placement participation of the Creasy Group.最新情報をもっと見るRecent updatesお知らせ • May 03Azure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexAzure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexBoard Change • Mar 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 28SQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billionSQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billion on October 26, 2023. Each Azure shareholder on the Scheme Record Date will receive a cash amount of AUD 3.52 per Azure share, which implies a fully-diluted equity value for Azure of AUD 1.63 billion The Azure Board unanimously recommends that Azure shareholders support the Transaction. The Transaction is subject to limited conditions, including SQM obtaining approval from FIRB. The transaction is not subject to any financing or due diligence conditions. Azure may be required to pay a break fee to SQM and circumstances where SQM may be required to pay Azure a reverse break fee. The amount of the break fee and reverse break fee, should either become payable, is AUD 15.6 million. In a related transaction, Georgina Hope Rinehart and Hancock Prospecting Pty Ltd has been buying shares to build up a position totaling 81,562,214 Azure Minerals shares, equates to an 18.3% stake on October 26, 2023. SQM may elect to make an off-market takeover, which is not subject to the same condition. Instead of getting 100% of the Azure Minerals Limited, SQM may unite with Rinehart. Barrenjoey is acting as financial adviser to Azure Minerals Limited. Corrs Chambers Westgarth and Herbert Smith Freehills LLP acted as legal adviser to Azure Minerals Limited.お知らせ • Oct 27Azure Minerals Limited, Annual General Meeting, Nov 30, 2023Azure Minerals Limited, Annual General Meeting, Nov 30, 2023, at 14:00 W. Australia Standard Time. Location: The Park Business Centre, 45 Ventnor Avenue, West Perth West Perth Australia Agenda: To discuss Adoption of Remuneration Report; to discuss Election of Ms Hui (Annie) Guo as a Director; to discuss Approval to Increase the Maximum Aggregate Amount of Non-Executive Directors' Fee Pool; and to discuss other matters.New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$18m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (40% increase in shares outstanding).お知らせ • Sep 06Azure Minerals Limited, Annual General Meeting, Oct 06, 2023Azure Minerals Limited, Annual General Meeting, Oct 06, 2023, at 11:00 W. Australia Standard Time. Location: Park Business Centre, 45 Ventnor Avenue, West Perth WA 6005 West Perth Australia Agenda: To discuss Ratification of prior issue of Shares; and to discuss Placement participation of the Creasy Group.New Risk • Jun 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 20% per year over the past 5 years. Revenue is less than US$1m (AU$7.3k revenue, or US$4.9k). Minor Risk Shareholders have been diluted in the past year (26% increase in shares outstanding).お知らせ • Feb 15Azure Minerals Limited Announces Several Diamond Holes Drilled in Late 2022, Testing Nickel Targets on Andover ProjectAzure Minerals Limited announced that several diamond holes drilled in late 2022, testing nickel targets on its Andover Project (Andover) (Azure 60% /Creasy Group 40%), intersected lithium-bearing pegmatites. A highly significant lithium result was returned from hole ANDD0199 which tested a nickel target near the VC-30 airborne electromagnetic (VTEM) anomaly. The hole entered a quartz- spodumene pegmatite at a downhole depth of 313.9m, returning a strong lithium intersection of 1.51% Li2O over 7.2m, including an internal high grade zone of 1.87% Li2O over 3.1m. As previously reported, Azure accelerated the lithium exploration program by drilling near nickel sulphide targets in areas where outcropping pegmatites were present and where drilling approvals had already been received. Drill holes ANDD0196, 0197, 0198 and 0199 targeted extensions of the Southern Mineralized Corridor proximal to the VC-30, VC-31 and VC-32 VTEM anomalies. Pegmatites outcrop in the vicinity of each target, and all four holes intersected pegmatites containing lithium mineralization varying from anomalous to high grade. ANDD0199 returned the highest grade lithium intercept of 1.51% Li2O over 7.2m from 313.9m. This hole was collared in an area where Azure's exploration had sampled numerous outcropping pegmatites containing visible coarse-bladed spodumene. Recently received assays returned high lithium grades from many of these samples, including: APRK00940 3.55% Li2O AP0010 prospect; APRK00942 3.96% Li2O AP0010 prospect; APRK00944 3.98% Li2O AP0010 prospect; APRK00947 3.57% Li2O AP0010 prospect; APRK 01012 3.83% Li2O AP0012 prospect. Recent follow-up mapping around the AP0010, 0011 and 0012 prospects has confirmed that spodumene-rich pegmatites outcrop more extensively than previously recognized, enhancing the potential for this area to host a sizeable body of lithium mineralization. The thickest pegmatite intersection was in hole ANDD0198 at VC-31, which drilled a 200m-wide interval of pegmatite with the hole terminating in pegmatite at a downhole depth of 360.6m. Several intervals of anomalous lithium were returned, including 7.4m @ 0.13% Li2O from 158.6m. At VC-32, holes ANDD0196 and ANDD0197 both intersected several shallow pegmatites containing similar levels of lithium mineralisation. All four holes intersected abundant disseminated magnetite within the host ultramafic rocks, explaining the weak VTEM anomalism and indicating low nickel prospectivity at these localities. The Andover pegmatite swarm contains more than 700 outcropping pegmatites occurring in a zone approximately 9km long and up to 4km wide in the central and eastern parts of the project area. The pegmatite bodies typically trend in a southwest to northeast orientation and are generally horizontal to shallow north-dipping. Surface exposures range in size up to several hundred metres across and up to a kilometre in length. Azure has embarked on an accelerated growth strategy to advance the Company's multi- commodity opportunity on the Andover Project. The lithium exploration is being fast-tracked with a team of geologists and technicians dedicated to the operation. An initial drilling program of 30,000m of Reverse Circulation and 10,000m of diamond core drilling will be undertaken to determine the scale and depth potential of the lithium mineralisation already mapped and sampled at surface. Highest priority drill targets are pegmatite outcrops containing high lithium grades at surface and which demonstrate potential for significant volumes of mineralisation. With analytical results from 600 pegmatite samples still pending, it is very likely that many more attractive targets will be identified over the coming months for priority drill testing. Additionally, project-wide geological mapping and rock chip sampling of the, as yet unsampled pegmatites will continue in 2023 and are expected to define further drill targets. Early stage metallurgical, heritage, environmental, hydrological, and flora and fauna studies will also be undertaken.お知らせ • Feb 08Azure Minerals Limited Announces to Deliver the Maiden Mineral Resource Estimate for the Ridgeline DepositAzure Minerals Limited to deliver the maiden Mineral Resource Estimate ("MRE") for the Ridgeline Deposit ("Ridgeline"), which is the second Mineral Resource to be defined on the Andover Nickel Project ("Project") (60% Azure /40% Creasy Group), located in the West Pilbara region of Western Australia. Ridgeline contains 1.3Mt @ 1.11% Ni, 0.46% Cu and 0.05% Co for 14,700t of contained Nickel, 6,100t of contained Copper and 640t of contained Cobalt at a cut-off grade of 0.5% Ni (JORC 2012). Global Mineral Resources for the Project, including both the Andover Deposit and the Ridgeline Deposit, now stand at 6Mt @ 1.11% Ni, 0.47% Cu and 0.05% Co for 66,400t of contained Nickel, 27,800t of contained Copper and 3,100t of contained Cobalt at a cut-off grade of 0.5% Ni (JORC 2012). The Project is located 35km southeast of Karratha and immediately south of the town of Roebourne. Excellent infrastructure such as airports, port access, railway, grid power, sealed highway and support services are readily available in the local district. The Ridgeline Deposit is within Exploration Licence E47/2481, which is a joint venture between Azure(60%) and the Creasy Group (40%). The mineralisation at the Ridgeline Deposit is hosted within the same mineralising intrusion that formed the Andover Deposit. The mineralising intrusion comprises a fractionated, low MgO, taxitic and massive gabbro, with websterite xenoliths present locally. It is hosted between two units of porphyritic gabbro, with fine to medium grained leucogabbro present in the hanging wall, and a distinct coarser grained porphyritic gabbro forming the footwall. The taxitic gabbro hosts high nickel tenor disseminated to blebby sulphides with the proportion of sulphide increasing toward the matrix and semi-massive sulphides constituting the higher-grade portions of the deposit. The nickel, copper and cobalt sulphide mineralisation at Ridgeline is present on both the foot wall (West and East shoots) and hanging wall (North shoot) contacts of the mineralising intrusion. Small ultramafic clasts have been observed within the massive and semi-massive sulphide mineralisation. The nickel tenor of the sulphides within taxitic gabbro and massive sulphide accumulations are similar throughout the Ridgeline Deposit. Higher grade copper mineralisation is constrained to the mineralised horizon though is not coincident with the highest nickel grades. Higher copper grades correspond with bands of chalcopyrite distributed within the massive sulphides as well as chalcopyrite-rich veins and stringers at the base of the thickest accumulation of massive sulphides. Drilling has been completed using diamond drilling techniques. Diamond drill core is predominantly HQ size (63.5mm diameter) from surface to a depth of competent drilling conditions and then NQ2 size (50.6mm diameter) to the final depth. Wireline standard tube drilling techniques have been used throughout. Diamond drill core orientations are completed using a Reflex ACTIII electronic core orientation tool every drill run (nominally 6m). Selected intervals of drill core are fully oriented by Azure field staff, marking bottom of core orientation lines to facilitate structural interpretation.お知らせ • Jan 20Azure Minerals Limited Announces Outstanding Lithium Grades at Andover to Drive Quarter 1 DrillingAzure Minerals Limited announced that the Company's ongoing lithium-focused, pegmatite sampling exploration program across the Andover Project (Azure 60% /Creasy Group 40%), located in the West Pilbara region of Western Australia, continues to return very high grades of lithium, up to a maximum value of 4.87% Li2O. Azure has now embarked on an accelerated growth strategy to advance the Company's multi- commodity opportunity on the Andover Project. Lithium exploration will be fast-tracked with a maiden lithium-focused drilling program expected to commence in late February. Nickel exploration and mine development studies on the Andover and Ridgeline Deposits will also continue through 2023. Azure is fast-tracking the lithium exploration with a team of geologists and technicians dedicated to the operation. An initial drilling program of 30,000m of Reverse Circulation (RC) and diamond core drilling will be undertaken to determine the scale and depth potential of the mineralization already mapped and sampled at surface. Highest priority drill targets are pegmatite outcrops containing high lithium grades and which demonstrate potential for significant volumes of mineralization. With analytical results from 600 pegmatite samples still pending, it is very likely that many more attractive targets will be identified over the coming months for priority drill testing. Additionally, project-wide geological mapping and rock chip sampling of the, as yet unsampled pegmatites will continue in 2023 and are expected to define further drill targets. Early stage metallurgical, heritage, environmental, hydrological, and flora and fauna studies will also be undertaken. A total of 709 samples were collected in November-December 2022 as part of the helicopter- supported and ground-based mapping and sampling programs, with 109 samples selected for priority analysis based upon the presence of significant quantities of visible spodumene in the pegmatites, or other interesting geological characteristics. Assays from the remaining 600 samples are expected by mid-February 2023. Spodumene, the preferred lithium mineral, has been visually identified in many of the pegmatites visited, with very distinctive, coarse-bladed spodumene crystals visually obvious on the weathered surfaces of outcrops. As would be expected, there is a strong association between the presence of significant spodumene and higher lithium grades. Assay results from the 109 priority samples include 85 samples grading over 1% Li2O, 73 samples grading over 2% Li20, 47 samples grading over 3% Li2O and 9 samples grading over 4% Li2O. Samples containing high grades of lithium were collected from nine discrete pegmatite bodies with close-spaced sampling carried out at locations where significant quantities of spodumene were visually identified in outcrop. At two prospects, AP0009 and AP0010 high grade Li2O between 1.2% and 4.9 % was identified along outcropping pegmatites of 700m and 400m strike lengths respectively. Given these high grades and the substantial strike lengths of these two pegmatites, they represent two of the higher priority drill targets in the near term.Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Executive Departure • Jul 13Non-Executive Independent Director Peter Anthony Ingram has left the companyOn the 30th of June, Peter Anthony Ingram's tenure as Non-Executive Independent Director ended after 9.7 years in the role. As of March 2021, Peter Anthony still personally held only 750.06k shares (AU$44k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 14.67 years.Recent Insider Transactions • Jul 02Non-Executive Independent Director recently bought AU$59k worth of stockOn the 29th of June, Peter Anthony Ingram bought around 250k shares on-market at roughly AU$0.24 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$135k more in shares than they have sold in the last 12 months.Executive Departure • Feb 19Non-Executive Director has left the companyOn the 18th of February, Wayne Bramwell's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Wayne's name. A total of 2 executives have left over the last 12 months.Is New 90 Day High Low • Feb 12New 90-day low: AU$0.45The company is down 49% from its price of AU$0.89 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 21% over the same period.Is New 90 Day High Low • Nov 10New 90-day high: AU$0.49The company is up 197% from its price of AU$0.17 on 12 August 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 down 4.0% over the same period.Is New 90 Day High Low • Oct 09New 90-day high: AU$0.23The company is up 88% from its price of AU$0.13 on 10 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 5.0% over the same period.株主還元AZSAU Metals and MiningAU 市場7D0%3.3%0.5%1Y646.5%56.6%2.5%株主還元を見る業界別リターン: AZS過去 1 年間で56.6 % の収益を上げたAustralian Metals and Mining業界を上回りました。リターン対市場: AZS過去 1 年間で2.5 % の収益を上げたAustralian市場を上回りました。価格変動Is AZS's price volatile compared to industry and market?AZS volatilityAZS Average Weekly Movement3.9%Metals and Mining Industry Average Movement12.2%Market Average Movement10.3%10% most volatile stocks in AU Market17.3%10% least volatile stocks in AU Market4.2%安定した株価: AZS 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: AZSの 週次ボラティリティ は、過去 1 年間で13%から4%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト2003n/aTony Rovirawww.azureminerals.com.auもっと見るAzure Minerals Limited 基礎のまとめAzure Minerals の収益と売上を時価総額と比較するとどうか。AZS 基礎統計学時価総額AU$1.69b収益（TTM）-AU$49.90m売上高(TTM)AU$1.57m1,077xP/Sレシオ-33.9xPER（株価収益率AZS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AZS 損益計算書（TTM）収益AU$1.57m売上原価AU$0売上総利益AU$1.57mその他の費用AU$51.47m収益-AU$49.90m直近の収益報告Dec 31, 2023次回決算日該当なし一株当たり利益（EPS）-0.11グロス・マージン100.00%純利益率-3,175.44%有利子負債／自己資本比率0%AZS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2024/05/11 04:15終値2024/05/10 00:00収益2023/12/31年間収益2023/06/30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Azure Minerals 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。1 アナリスト機関Bradley WatsonBell Potter
お知らせ • May 03Azure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexAzure Minerals Limited(ASX:AZS) dropped from S&P Global BMI Index
Board Change • Mar 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 28SQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billionSQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billion on October 26, 2023. Each Azure shareholder on the Scheme Record Date will receive a cash amount of AUD 3.52 per Azure share, which implies a fully-diluted equity value for Azure of AUD 1.63 billion The Azure Board unanimously recommends that Azure shareholders support the Transaction. The Transaction is subject to limited conditions, including SQM obtaining approval from FIRB. The transaction is not subject to any financing or due diligence conditions. Azure may be required to pay a break fee to SQM and circumstances where SQM may be required to pay Azure a reverse break fee. The amount of the break fee and reverse break fee, should either become payable, is AUD 15.6 million. In a related transaction, Georgina Hope Rinehart and Hancock Prospecting Pty Ltd has been buying shares to build up a position totaling 81,562,214 Azure Minerals shares, equates to an 18.3% stake on October 26, 2023. SQM may elect to make an off-market takeover, which is not subject to the same condition. Instead of getting 100% of the Azure Minerals Limited, SQM may unite with Rinehart. Barrenjoey is acting as financial adviser to Azure Minerals Limited. Corrs Chambers Westgarth and Herbert Smith Freehills LLP acted as legal adviser to Azure Minerals Limited.
お知らせ • Oct 27Azure Minerals Limited, Annual General Meeting, Nov 30, 2023Azure Minerals Limited, Annual General Meeting, Nov 30, 2023, at 14:00 W. Australia Standard Time. Location: The Park Business Centre, 45 Ventnor Avenue, West Perth West Perth Australia Agenda: To discuss Adoption of Remuneration Report; to discuss Election of Ms Hui (Annie) Guo as a Director; to discuss Approval to Increase the Maximum Aggregate Amount of Non-Executive Directors' Fee Pool; and to discuss other matters.
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$18m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (40% increase in shares outstanding).
お知らせ • Sep 06Azure Minerals Limited, Annual General Meeting, Oct 06, 2023Azure Minerals Limited, Annual General Meeting, Oct 06, 2023, at 11:00 W. Australia Standard Time. Location: Park Business Centre, 45 Ventnor Avenue, West Perth WA 6005 West Perth Australia Agenda: To discuss Ratification of prior issue of Shares; and to discuss Placement participation of the Creasy Group.
お知らせ • May 03Azure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexAzure Minerals Limited(ASX:AZS) dropped from S&P Global BMI Index
Board Change • Mar 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 28SQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billionSQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billion on October 26, 2023. Each Azure shareholder on the Scheme Record Date will receive a cash amount of AUD 3.52 per Azure share, which implies a fully-diluted equity value for Azure of AUD 1.63 billion The Azure Board unanimously recommends that Azure shareholders support the Transaction. The Transaction is subject to limited conditions, including SQM obtaining approval from FIRB. The transaction is not subject to any financing or due diligence conditions. Azure may be required to pay a break fee to SQM and circumstances where SQM may be required to pay Azure a reverse break fee. The amount of the break fee and reverse break fee, should either become payable, is AUD 15.6 million. In a related transaction, Georgina Hope Rinehart and Hancock Prospecting Pty Ltd has been buying shares to build up a position totaling 81,562,214 Azure Minerals shares, equates to an 18.3% stake on October 26, 2023. SQM may elect to make an off-market takeover, which is not subject to the same condition. Instead of getting 100% of the Azure Minerals Limited, SQM may unite with Rinehart. Barrenjoey is acting as financial adviser to Azure Minerals Limited. Corrs Chambers Westgarth and Herbert Smith Freehills LLP acted as legal adviser to Azure Minerals Limited.
お知らせ • Oct 27Azure Minerals Limited, Annual General Meeting, Nov 30, 2023Azure Minerals Limited, Annual General Meeting, Nov 30, 2023, at 14:00 W. Australia Standard Time. Location: The Park Business Centre, 45 Ventnor Avenue, West Perth West Perth Australia Agenda: To discuss Adoption of Remuneration Report; to discuss Election of Ms Hui (Annie) Guo as a Director; to discuss Approval to Increase the Maximum Aggregate Amount of Non-Executive Directors' Fee Pool; and to discuss other matters.
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$18m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (40% increase in shares outstanding).
お知らせ • Sep 06Azure Minerals Limited, Annual General Meeting, Oct 06, 2023Azure Minerals Limited, Annual General Meeting, Oct 06, 2023, at 11:00 W. Australia Standard Time. Location: Park Business Centre, 45 Ventnor Avenue, West Perth WA 6005 West Perth Australia Agenda: To discuss Ratification of prior issue of Shares; and to discuss Placement participation of the Creasy Group.
New Risk • Jun 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 20% per year over the past 5 years. Revenue is less than US$1m (AU$7.3k revenue, or US$4.9k). Minor Risk Shareholders have been diluted in the past year (26% increase in shares outstanding).
お知らせ • Feb 15Azure Minerals Limited Announces Several Diamond Holes Drilled in Late 2022, Testing Nickel Targets on Andover ProjectAzure Minerals Limited announced that several diamond holes drilled in late 2022, testing nickel targets on its Andover Project (Andover) (Azure 60% /Creasy Group 40%), intersected lithium-bearing pegmatites. A highly significant lithium result was returned from hole ANDD0199 which tested a nickel target near the VC-30 airborne electromagnetic (VTEM) anomaly. The hole entered a quartz- spodumene pegmatite at a downhole depth of 313.9m, returning a strong lithium intersection of 1.51% Li2O over 7.2m, including an internal high grade zone of 1.87% Li2O over 3.1m. As previously reported, Azure accelerated the lithium exploration program by drilling near nickel sulphide targets in areas where outcropping pegmatites were present and where drilling approvals had already been received. Drill holes ANDD0196, 0197, 0198 and 0199 targeted extensions of the Southern Mineralized Corridor proximal to the VC-30, VC-31 and VC-32 VTEM anomalies. Pegmatites outcrop in the vicinity of each target, and all four holes intersected pegmatites containing lithium mineralization varying from anomalous to high grade. ANDD0199 returned the highest grade lithium intercept of 1.51% Li2O over 7.2m from 313.9m. This hole was collared in an area where Azure's exploration had sampled numerous outcropping pegmatites containing visible coarse-bladed spodumene. Recently received assays returned high lithium grades from many of these samples, including: APRK00940 3.55% Li2O AP0010 prospect; APRK00942 3.96% Li2O AP0010 prospect; APRK00944 3.98% Li2O AP0010 prospect; APRK00947 3.57% Li2O AP0010 prospect; APRK 01012 3.83% Li2O AP0012 prospect. Recent follow-up mapping around the AP0010, 0011 and 0012 prospects has confirmed that spodumene-rich pegmatites outcrop more extensively than previously recognized, enhancing the potential for this area to host a sizeable body of lithium mineralization. The thickest pegmatite intersection was in hole ANDD0198 at VC-31, which drilled a 200m-wide interval of pegmatite with the hole terminating in pegmatite at a downhole depth of 360.6m. Several intervals of anomalous lithium were returned, including 7.4m @ 0.13% Li2O from 158.6m. At VC-32, holes ANDD0196 and ANDD0197 both intersected several shallow pegmatites containing similar levels of lithium mineralisation. All four holes intersected abundant disseminated magnetite within the host ultramafic rocks, explaining the weak VTEM anomalism and indicating low nickel prospectivity at these localities. The Andover pegmatite swarm contains more than 700 outcropping pegmatites occurring in a zone approximately 9km long and up to 4km wide in the central and eastern parts of the project area. The pegmatite bodies typically trend in a southwest to northeast orientation and are generally horizontal to shallow north-dipping. Surface exposures range in size up to several hundred metres across and up to a kilometre in length. Azure has embarked on an accelerated growth strategy to advance the Company's multi- commodity opportunity on the Andover Project. The lithium exploration is being fast-tracked with a team of geologists and technicians dedicated to the operation. An initial drilling program of 30,000m of Reverse Circulation and 10,000m of diamond core drilling will be undertaken to determine the scale and depth potential of the lithium mineralisation already mapped and sampled at surface. Highest priority drill targets are pegmatite outcrops containing high lithium grades at surface and which demonstrate potential for significant volumes of mineralisation. With analytical results from 600 pegmatite samples still pending, it is very likely that many more attractive targets will be identified over the coming months for priority drill testing. Additionally, project-wide geological mapping and rock chip sampling of the, as yet unsampled pegmatites will continue in 2023 and are expected to define further drill targets. Early stage metallurgical, heritage, environmental, hydrological, and flora and fauna studies will also be undertaken.
お知らせ • Feb 08Azure Minerals Limited Announces to Deliver the Maiden Mineral Resource Estimate for the Ridgeline DepositAzure Minerals Limited to deliver the maiden Mineral Resource Estimate ("MRE") for the Ridgeline Deposit ("Ridgeline"), which is the second Mineral Resource to be defined on the Andover Nickel Project ("Project") (60% Azure /40% Creasy Group), located in the West Pilbara region of Western Australia. Ridgeline contains 1.3Mt @ 1.11% Ni, 0.46% Cu and 0.05% Co for 14,700t of contained Nickel, 6,100t of contained Copper and 640t of contained Cobalt at a cut-off grade of 0.5% Ni (JORC 2012). Global Mineral Resources for the Project, including both the Andover Deposit and the Ridgeline Deposit, now stand at 6Mt @ 1.11% Ni, 0.47% Cu and 0.05% Co for 66,400t of contained Nickel, 27,800t of contained Copper and 3,100t of contained Cobalt at a cut-off grade of 0.5% Ni (JORC 2012). The Project is located 35km southeast of Karratha and immediately south of the town of Roebourne. Excellent infrastructure such as airports, port access, railway, grid power, sealed highway and support services are readily available in the local district. The Ridgeline Deposit is within Exploration Licence E47/2481, which is a joint venture between Azure(60%) and the Creasy Group (40%). The mineralisation at the Ridgeline Deposit is hosted within the same mineralising intrusion that formed the Andover Deposit. The mineralising intrusion comprises a fractionated, low MgO, taxitic and massive gabbro, with websterite xenoliths present locally. It is hosted between two units of porphyritic gabbro, with fine to medium grained leucogabbro present in the hanging wall, and a distinct coarser grained porphyritic gabbro forming the footwall. The taxitic gabbro hosts high nickel tenor disseminated to blebby sulphides with the proportion of sulphide increasing toward the matrix and semi-massive sulphides constituting the higher-grade portions of the deposit. The nickel, copper and cobalt sulphide mineralisation at Ridgeline is present on both the foot wall (West and East shoots) and hanging wall (North shoot) contacts of the mineralising intrusion. Small ultramafic clasts have been observed within the massive and semi-massive sulphide mineralisation. The nickel tenor of the sulphides within taxitic gabbro and massive sulphide accumulations are similar throughout the Ridgeline Deposit. Higher grade copper mineralisation is constrained to the mineralised horizon though is not coincident with the highest nickel grades. Higher copper grades correspond with bands of chalcopyrite distributed within the massive sulphides as well as chalcopyrite-rich veins and stringers at the base of the thickest accumulation of massive sulphides. Drilling has been completed using diamond drilling techniques. Diamond drill core is predominantly HQ size (63.5mm diameter) from surface to a depth of competent drilling conditions and then NQ2 size (50.6mm diameter) to the final depth. Wireline standard tube drilling techniques have been used throughout. Diamond drill core orientations are completed using a Reflex ACTIII electronic core orientation tool every drill run (nominally 6m). Selected intervals of drill core are fully oriented by Azure field staff, marking bottom of core orientation lines to facilitate structural interpretation.
お知らせ • Jan 20Azure Minerals Limited Announces Outstanding Lithium Grades at Andover to Drive Quarter 1 DrillingAzure Minerals Limited announced that the Company's ongoing lithium-focused, pegmatite sampling exploration program across the Andover Project (Azure 60% /Creasy Group 40%), located in the West Pilbara region of Western Australia, continues to return very high grades of lithium, up to a maximum value of 4.87% Li2O. Azure has now embarked on an accelerated growth strategy to advance the Company's multi- commodity opportunity on the Andover Project. Lithium exploration will be fast-tracked with a maiden lithium-focused drilling program expected to commence in late February. Nickel exploration and mine development studies on the Andover and Ridgeline Deposits will also continue through 2023. Azure is fast-tracking the lithium exploration with a team of geologists and technicians dedicated to the operation. An initial drilling program of 30,000m of Reverse Circulation (RC) and diamond core drilling will be undertaken to determine the scale and depth potential of the mineralization already mapped and sampled at surface. Highest priority drill targets are pegmatite outcrops containing high lithium grades and which demonstrate potential for significant volumes of mineralization. With analytical results from 600 pegmatite samples still pending, it is very likely that many more attractive targets will be identified over the coming months for priority drill testing. Additionally, project-wide geological mapping and rock chip sampling of the, as yet unsampled pegmatites will continue in 2023 and are expected to define further drill targets. Early stage metallurgical, heritage, environmental, hydrological, and flora and fauna studies will also be undertaken. A total of 709 samples were collected in November-December 2022 as part of the helicopter- supported and ground-based mapping and sampling programs, with 109 samples selected for priority analysis based upon the presence of significant quantities of visible spodumene in the pegmatites, or other interesting geological characteristics. Assays from the remaining 600 samples are expected by mid-February 2023. Spodumene, the preferred lithium mineral, has been visually identified in many of the pegmatites visited, with very distinctive, coarse-bladed spodumene crystals visually obvious on the weathered surfaces of outcrops. As would be expected, there is a strong association between the presence of significant spodumene and higher lithium grades. Assay results from the 109 priority samples include 85 samples grading over 1% Li2O, 73 samples grading over 2% Li20, 47 samples grading over 3% Li2O and 9 samples grading over 4% Li2O. Samples containing high grades of lithium were collected from nine discrete pegmatite bodies with close-spaced sampling carried out at locations where significant quantities of spodumene were visually identified in outcrop. At two prospects, AP0009 and AP0010 high grade Li2O between 1.2% and 4.9 % was identified along outcropping pegmatites of 700m and 400m strike lengths respectively. Given these high grades and the substantial strike lengths of these two pegmatites, they represent two of the higher priority drill targets in the near term.
Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Executive Departure • Jul 13Non-Executive Independent Director Peter Anthony Ingram has left the companyOn the 30th of June, Peter Anthony Ingram's tenure as Non-Executive Independent Director ended after 9.7 years in the role. As of March 2021, Peter Anthony still personally held only 750.06k shares (AU$44k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 14.67 years.
Recent Insider Transactions • Jul 02Non-Executive Independent Director recently bought AU$59k worth of stockOn the 29th of June, Peter Anthony Ingram bought around 250k shares on-market at roughly AU$0.24 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$135k more in shares than they have sold in the last 12 months.
Executive Departure • Feb 19Non-Executive Director has left the companyOn the 18th of February, Wayne Bramwell's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Wayne's name. A total of 2 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 12New 90-day low: AU$0.45The company is down 49% from its price of AU$0.89 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 21% over the same period.
Is New 90 Day High Low • Nov 10New 90-day high: AU$0.49The company is up 197% from its price of AU$0.17 on 12 August 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 down 4.0% over the same period.
Is New 90 Day High Low • Oct 09New 90-day high: AU$0.23The company is up 88% from its price of AU$0.13 on 10 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 5.0% over the same period.
