View Past PerformanceEvolution Mining バランスシートの健全性財務の健全性 基準チェック /46Evolution Miningの総株主資本はA$5.6B 、総負債はA$1.4Bで、負債比率は25.4%となります。総資産と総負債はそれぞれA$10.0BとA$4.4Bです。 Evolution Miningの EBIT はA$2.0Bで、利息カバレッジ比率15.5です。現金および短期投資はA$966.5Mです。主要情報25.36%負債資本比率AU$1.43b負債インタレスト・カバレッジ・レシオ15.5x現金AU$966.49mエクイティAU$5.63b負債合計AU$4.39b総資産AU$10.02b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 20Evolution Mining Limited to Report First Half, 2026 Results on Apr 15, 2026Evolution Mining Limited announced that they will report first half, 2026 results on Apr 15, 2026お知らせ • Feb 11Evolution Mining Limited Announces Ordinary Dividend for the Six Months Period Ended December 31, 2025, Payable on April 02, 2026Evolution Mining Limited announced the ordinary dividend of AUD 0.20000000 per share for the six months period ended December 31, 2025, payable on April 02, 2026. Record Date is on March 04, 2026 with Ex Date on March 03, 2026. Is the ordinary dividend/distribution fully franked: Yes.Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 15Evolution Mining Limited, Annual General Meeting, Nov 20, 2025Evolution Mining Limited, Annual General Meeting, Nov 20, 2025.Recent Insider Transactions • Aug 19Non-Executive Chairman recently sold AU$37m worth of stockOn the 15th of August, Jacob Klein sold around 5m shares on-market at roughly AU$7.95 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacob has been a net seller over the last 12 months, reducing personal holdings by AU$41m.Board Change • Aug 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 10+ 5 more updatesEvolution Mining Limited to Report Q4, 2026 Results on Jul 15, 2026Evolution Mining Limited announced that they will report Q4, 2026 results on Jul 15, 2026お知らせ • May 26Suitors Reportedly Consider to Buy Bellevue GoldEvolution Mining Limited (ASX:EVN), Northern Star Resources Limited (ASX:NST) and Regis Resources Limited (ASX:RRL) are three of the groups believed to be in a data room considering a deal to buy Bellevue Gold Limited (ASX:BGL), sources say. Exactly how serious the parties are remains to be seen, with sources suggesting most would look at the business to assess what was on offer as an educational -exercise at the very least. However, of those, Northern Star was thought to be the most likely buyer. Offshore groups were also taking a look. Given that Bellevue Gold was out of the money on its hedge book, it made a deal difficult to stack up, market experts say. Already, Bellevue, advised by UBS, has said it has had informal approaches, and rather than running a formal sale process, it is offering certain parties access to a data room. The $1 billion gold company that has the Bellevue Gold Project in Western Australia is considering a sale after downgrading its production guidance, closing out part of its goldmining hedge book, raising equity and flagging changes to the group's board and executive team. Australian peers are now interested in buying Bellevue to secure more production at a time when gold's price increases show no sign of abating, rather than for synergies. The management of Regis Resources is conservative and is bidding for the EMR Capital-backed Ravenswood goldmine near-by. It would have capacity to buy one or the other, but not both. Northern Star would be one of the only Australian groups with synergies, because it could shut down the Bellevue Gold mill and feed ore into its WA Thunderbox gold facility, which is under--utilised, say experts. Northern Star's challenge is that it has just purchased De Grey Mining.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 13+ 2 more updatesEvolution Mining Limited to Report Q4, 2025 Results on Jul 16, 2025Evolution Mining Limited announced that they will report Q4, 2025 results on Jul 16, 2025Declared Dividend • Feb 15First half dividend of AU$0.07 announcedShareholders will receive a dividend of AU$0.07. Ex-date: 4th March 2025 Payment date: 4th April 2025 Dividend yield will be 1.9%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 13First half 2025 earnings released: EPS: AU$0.18 (vs AU$0.052 in 1H 2024)First half 2025 results: EPS: AU$0.18 (up from AU$0.052 in 1H 2024). Revenue: AU$2.03b (up 52% from 1H 2024). Net income: AU$365.1m (up 277% from 1H 2024). Profit margin: 18% (up from 7.2% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 13+ 2 more updatesEvolution Mining Limited Provides Production Guidance for the Fiscal Year 2025Evolution Mining Limited provided production guidance for the fiscal year 2025. For the year, the company remains on track to deliver fiscal year 2025 production guidance of 710,000 ounces to 780,000 ounces of gold and 70,000 tonnes to 80,000 tonnes of copper.Buy Or Sell Opportunity • Feb 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to AU$6.27. The fair value is estimated to be AU$5.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Feb 10Regis Resources Taps Greenhill for Sale of Ravenswood Gold MineRegis Resources Limited (ASX:RRL) has tapped investment bank Greenhill for its pursuit of the $2bn Ravenswood gold mine that is up for sale through EMR Capital Pty. Ltd. and Golden Energy and Resources Pte. Ltd. First round bids for the Queensland asset are due later this month in a contest that will see Australian miners go up against foreign suitors for one of the country's most valuable assets producing the precious metal. Other Australian miners taking a look are Evolution Mining Limited (ASX:EVN) and Gold Road Resources Limited (ASX:GOR). Sources believe overseas suitors will be most motivated to buy Ravenswood. While the US-based Greenhill has hitched its wagon to the Jim Beyer-led Regis, Deutsche Bank is also believed to be close to the action, searching for a bidder to help finance, but it is yet to commit to any one group.Board Change • Feb 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 25Evolution Reportedly Plans to Sell Mungari Gold MineSpeculation is mounting that Evolution Mining Limited (ASX:EVN) could soon place its Mungari gold mine up for sale that analysts value at between $600 million and $1 billion. The understanding is that the $10 billion listed gold miner controlled by Jake Klein has had suitors interested in the West Australian asset lately, including Zijin Mining Group Company Limited (SEHK:2899), which owns the Norton Gold Fields in Kalgoorlie. Other WA gold miners would also likely be interested in the asset, and a sale by Evolution would be logical given it is the only asset it owns in the state.お知らせ • Nov 22Evolution Mining Limited to Report Q3, 2025 Results on Apr 15, 2025Evolution Mining Limited announced that they will report Q3, 2025 results on Apr 15, 2025お知らせ • Oct 23+ 2 more updatesHarmony Gold Reportedly Eyes $2 Billion Ravenswood Gold MineHarmony Gold Mining Company Limited (JSE:HAR) is understood to have expressed interest in an acquisition of the $2 billion Ravenswood Gold Mine that being sold by EMR Capital Pty. Ltd. and Golden Energy and Resources Pte. Ltd. DataRoom understands that the $11 billion South African-listed gold miner is keen to buy the Queensland asset that Azure Capital and UBS have been appointed to sell. Market sources say that a deal would make sense for Harmony, given that its share price has been on a tear on the back of the record gold price and it has the cash to pay for the gold mine. Harmony is likely to come up against Australian-listed gold miners like Regis Resources Limited (ASX:RRL), Gold Road Resources Limited (ASX:GOR) and Capricorn Metals Ltd. (ASX:CMM), while Emerald Resources NL (ASX:EMR) may be interested. Northern Star Resources Limited (ASX:NST) and Evolution Mining Limited (ASX:EVN) may also take a look.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$4.50, the stock trades at a forward P/E ratio of 14x. Average trailing P/E is 15x in the Metals and Mining industry in Australia. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.80 per share.Recent Insider Transactions • Aug 27Executive Chairman recently sold AU$4.3m worth of stockOn the 23rd of August, Jacob Klein sold around 1m shares on-market at roughly AU$4.27 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacob has been a net seller over the last 12 months, reducing personal holdings by AU$7.9m.Declared Dividend • Aug 16Final dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 29th August 2024 Payment date: 4th October 2024 Dividend yield will be 1.8%, which is lower than the industry average of 5.1%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 22%.Reported Earnings • Aug 15Full year 2024 earnings released: EPS: AU$0.22 (vs AU$0.089 in FY 2023)Full year 2024 results: EPS: AU$0.22 (up from AU$0.089 in FY 2023). Revenue: AU$3.22b (up 44% from FY 2023). Net income: AU$422.3m (up 158% from FY 2023). Profit margin: 13% (up from 7.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Mar 19Evolution Mining Limited, Annual General Meeting, Nov 21, 2024Evolution Mining Limited, Annual General Meeting, Nov 21, 2024.お知らせ • Mar 18+ 1 more updateEvolution Mining Limited to Report Q1, 2025 Results on Oct 16, 2024Evolution Mining Limited announced that they will report Q1, 2025 results on Oct 16, 2024お知らせ • Feb 26Evolution Mining Limited to Report Q4, 2024 Results on Jul 18, 2024Evolution Mining Limited announced that they will report Q4, 2024 results on Jul 18, 2024Upcoming Dividend • Feb 20Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 27 February 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Australian dividend payers (6.6%). Lower than average of industry peers (5.3%).Declared Dividend • Feb 16First half dividend of AU$0.02 announcedShareholders will receive a dividend of AU$0.02. Ex-date: 27th February 2024 Payment date: 5th April 2024 Dividend yield will be 1.3%, which is lower than the industry average of 5.1%. Payout Ratios Payout ratio: 46%. Cash payout ratio: 164%.Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.052 (vs AU$0.055 in 1H 2023)First half 2024 results: EPS: AU$0.052 (down from AU$0.055 in 1H 2023). Revenue: AU$1.34b (up 18% from 1H 2023). Net income: AU$96.9m (down 4.0% from 1H 2023). Profit margin: 7.2% (down from 8.9% in 1H 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Jan 31Evolution Mining Limited to Report First Half, 2024 Results on Feb 14, 2024Evolution Mining Limited announced that they will report first half, 2024 results on Feb 14, 2024お知らせ • Jan 22Evolution Mining Limited to Report Q3, 2024 Results on Apr 17, 2024Evolution Mining Limited announced that they will report Q3, 2024 results on Apr 17, 2024Valuation Update With 7 Day Price Move • Jan 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$3.13, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Metals and Mining industry in Australia. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.15 per share.お知らせ • Dec 19+ 1 more updateEvolution Mining Limited to Report Q2, 2024 Results on Jan 17, 2024Evolution Mining Limited announced that they will report Q2, 2024 results on Jan 17, 2024New Risk • Dec 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Profit margins are more than 30% lower than last year (7.3% net profit margin). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).お知らせ • Dec 06+ 2 more updatesEvolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 525.000001 million.Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 525.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 138,157,895 Price\Range: AUD 3.8 Discount Per Security: AUD 0.0721 Transaction Features: Subsequent Direct Listingお知らせ • Dec 05Evolution Mining Limited has filed a Follow-on Equity Offering in the amount of AUD 60.000001 million.Evolution Mining Limited has filed a Follow-on Equity Offering in the amount of AUD 60.000001 million. Security Name: Ordinay Shares Security Type: Common Stock Securities Offered: 15,789,474 Price\Range: AUD 3.8Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$3.56, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Metals and Mining industry in Australia. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.00 per share.Recent Insider Transactions • Sep 01Executive Chairman recently sold AU$3.7m worth of stockOn the 29th of August, Jacob Klein sold around 1m shares on-market at roughly AU$3.61 per share. This transaction amounted to 6.3% 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 Jacob's only on-market trade for the last 12 months.Upcoming Dividend • Aug 23Upcoming dividend of AU$0.02 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (7.3%). Lower than average of industry peers (7.7%).お知らせ • Aug 17Evolution Mining Limited Declares a Fully Franked Final Dividend for the Year 2023, Payable on 6 October 2023The Directors of Evolution Mining Limited declared a fully franked final dividend of 2.0 cents per share (30 June 2022: 3.0 cents per share), an estimated aggregate payment to shareholders of $36.7 million. Dividend payable on 6 October 2023, record date of 31 August 2023 and Ex-dividend date of 30 August 2023.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.18 (vs AU$0.18 in FY 2022)Full year 2023 results: EPS: AU$0.18 (up from AU$0.18 in FY 2022). Revenue: AU$4.45b (up 116% from FY 2022). Net income: AU$327.0m (up 1.1% from FY 2022). Profit margin: 7.3% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$3.77, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.06 per share.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Vicky Binns was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Feb 21Upcoming dividend of AU$0.02 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 February 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 27% and the cash payout ratio is 80%. Trailing yield: 1.4%. Lower than top quartile of Australian dividend payers (6.8%). Lower than average of industry peers (7.7%).Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.055 (vs AU$0.05 in 1H 2022)First half 2023 results: EPS: AU$0.055 (up from AU$0.05 in 1H 2022). Revenue: AU$1.13b (up 26% from 1H 2022). Net income: AU$100.9m (up 11% from 1H 2022). Profit margin: 8.9% (down from 10% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 17Evolution Mining Limited Declares Fully Franked Interim Dividend for the Half-Year Ended December 31, 2022, Payable on June 6, 2023Evolution Mining Limited declared a fully franked interim dividend of AUD 0.02000000 per share for the half-year ended December 31, 2022. Ex-dividend date is 28 February 2023. Record date is 1 March 2023. Payment date is June 6, 2023.お知らせ • Jan 30Evolution Mining Limited to Report Q4, 2023 Results on Jul 20, 2023Evolution Mining Limited announced that they will report Q4, 2023 results on Jul 20, 2023お知らせ • Jan 24+ 1 more updateEvolution Mining Limited Announces Continued Exploration Success At Ernest HenryEvolution Mining Limited announced Continued Exploration Success at Ernest Henry. New drillholes as part of the ongoing Ernest Henry exploration program have intersected significant mineralisation widths below and within the Pre-Feasibility Study (PFS) mine life extension area and include: 118.1m (60m etw) grading 0.79g/t gold and 1.15% copper (EH1226_EXT_D7). 20.4m (17.9m etw) grading 1.69g/t gold and 2.16% copper (EH1226_EXT_D5). Results confirm that strong mineralisation exists below the PFS area, indicating significant potential for mining beyond the current study. As a result, a decision has been made to extend the PFS to incorporate the larger footprint in determining the optimal location of infrastructure with this work expected to be completed in the June quarter. Continuity of mineralisation within the PFS extension area has been confirmed with the first two drillholes (out of eight planned holes) intersecting mineralisation outside the current interpretation. Evolution has met the earn-in expenditure to acquire a 75% interest in the Cue Joint Venture. The latest surface drillholes targeting depth extensions to interpreted mineralisation below the Pre-Feasibility Study (PFS) area have confirmed the mineralisation widths seen in previously reported hole EH1226_EXT_D6 and have also defined the top of the mineralised zone. Complementary to this, resource definition drilling within the PFS area has confirmed both up-plunge and down-plunge extensions to interpreted mineralisation. Assay results from EH1226_EXT_D7 have been returned, confirming significant mineralisation widths observed in EH1226_EXT_D6. Encouragingly, these intersections lie outside the current mineralisation interpretation and below the PFS area. Whilst the copper and gold grades in EH1226_EXT_D7 are not as strong as those in EH1226_EXT_D6, the width of mineralisation intersected in this drillhole increases the likelihood that mineralisation continues well below at depth. EH1226_EXT_D7 has returned 118.1m (60m etw) grading 0.79g/t gold and 1.15% copper. Assay results for EH1226_EXT_D5 were also returned in December, which intersected the top of the same mineralised zone intersected in EH1226_EXT_D6. EH1226_EXT_D5 intersected 20.4m (17.9m etw) grading 1.69 g/t gold and 2.16% copper. The first two drillholes designed to test the up and down-plunge continuity of mineralisation have been completed with samples dispatched and awaiting assay. Geological observations from these drillholes (EH1312 and EH1314) confirm extension of mineralisation up-plunge (from EH1226_EXT_D6 and EH1226_EXT_D7) and down-plunge extensions from Ernie Junior. The volume of mineralisation within the PFS area will likely increase as a result of these intersections, with a further six drillholes yet to be completed.お知らせ • Dec 07+ 2 more updatesEvolution Mining Limited to Report Q2, 2023 Results on Jan 19, 2023Evolution Mining Limited announced that they will report Q2, 2023 results on Jan 19, 2023お知らせ • Nov 24Evolution Mining Limited Announces Significant New Copper-Gold Extensions At Ernest HenryEvolution Mining Limited Announced Significant New Copper-Gold Extensions At Ernest Henry. New drillholes as part of the ongoing Ernest Henry exploration program have intersected significant mineralisation widths within and below the Pre-Feasibility Study (PFS) mine life extension area including: 157.0m (85.0m etw) grading 1.26g/t gold and 1.62% copper, 102.0m (71.0m etw) grading 1.06g/t gold and 1.39% copper, 90.8m (70.0m etw) grading 1.42g/t gold and 1.54% copper. These results will support the PFS and represent potential for further life of mine extension. These drill results are not reflected in the current Mineral Resource and will be incorporated in the annual. Mineral Resource update to be released in the March 2023 quarter. Drilling is ongoing to test the continuity of mineralisation in sparsely tested areas up-plunge within the PFS extension area. Surface drillholes targeting northern and southern extensions to interpreted mineralisation within the Pre-Feasibility Study (PFS) area have intersected significant mineralisation widths. Pleasingly, the northern fan of drillholes has intersected significantly wide mineralisation below the PFS area, increasing the potential for mineralisation to extend up-plunge and at depth. Preliminary assay results from three of the four latest drillholes have been returned, confirming strong copper and gold mineralisation. Encouragingly, these intersections lie outside the current mineralisation interpretation. EH1276_D1 is the southern-most intersection at Ernest Henry and has returned 102.0m (71.0m etw) grading 1.06g/t Au and 1.39% Cu. Whilst logging and assaying of the subsequent daughter drillholes are underway, the initial geological observations from these drillholes confirms the mineralisation seen in EH1276_D1. Assays from EH1276_D1 will be used in the 31 December 2022 Mineral Resource update. Preliminary assay results for EH1226_EXT_D3 and EH1226_EXT_D6 from the northern fan of drilling have also been returned. The location and width of mineralisation intersected in these drillholes is significant as they lie outside the current mineralisation interpretation. Encouragingly, the width of these intersections increases the potential for an up-plunge extension of mineralisation. EH_1226_EXT_D3 and has returned 90.8m (70.0m etw) grading 1.42g/t Au and 1.54% Cu. EH1226_EXT_D6 has intersected significantly wide mineralisation approximately 50m north of EH1226_EXT_D3 (Figure 4) and has returned 157.0m(85.0m etw) grading 1.26g/t Au and 1.62% Cu. The exceptional mineralisation intersected in EH1226_EXT_D6 appears to be supported by the subsequent daughter hole EH1226_EXT_D7. Initial geological observations of EH1226_EXT_D7 suggest significant mineralisation widths similar to EH1226_EXT_D6. Whilst the assays from EH1226_EXT_D7 will not be returned before the 31 December 2022 Mineral Resource estimate, the geological observations will be included in the mineralisation interpretation.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 29% share price gain to AU$2.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Metals and Mining industry in Australia. Total loss to shareholders of 29% over the past three years.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$2.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Metals and Mining industry in Australia. Total loss to shareholders of 46% over the past three years.お知らせ • Oct 13Evolution Mining Limited Announces Mt Rawdon Pumped Hydro Receives Coordinated Project StatusEvolution Mining Limited declared the Mt Rawdon Pumped Hydro a Coordinated Project. This confirms the strategic significance of the Project in the State and its potential to contribute to the objectives of the recently announced Queensland Energy and Jobs Plan. Coordinated Project designation is intended to streamline interactions with key State Government departments and agencies and the Project team looks forward to commencing this process. This will include the preparation of an Environmental Impact Statement. At the same time the Project team is continuing its engagement with key stakeholders including the local communities and First Nations Partners of Mt Rawdon, the Commonwealth and State Governments, the North Burnett and Bundaberg Councils, and the Burnett Mary Regional Group, along with the Company's own employees and contracting partners.お知らせ • Sep 02+ 1 more updateEvolution Mining Limited Announces Appointment of Lawrie Conway as Chief Executive Officer, Effective 1 January 2023Evolution Mining Limited announced that its Finance Director and Chief Financial Officer, Mr. Lawrie Conway, has been appointed to the role of Chief Executive Officer, effective 1 January 2023. Mr. Jake Klein, who founded Evolution in 2011, will continue in the role of Executive Chair and has agreed to a new contract which will see him remain in this role until at least the end of 2024. Mr. Conway was appointed Finance Director and Chief Financial Officer of Evolution Mining Limited with effect from 1 August 2014. He had previously served as a Non-Executive Director of the Company since its formation in November 2011. Mr. Conway has more than 30 years' experience in the resources sector across a diverse range of commercial, financial and operational activities. He has held a mix of corporate, operational and commercial roles within Australia, Papua New Guinea and Chile with Newcrest Mining and prior to that with BHP Billiton. Prior to his extensive experience with Evolution, he most recently held the position of Executive General Manager - Commercial and West Africa with Newcrest where he was responsible for Newcrest's group Supply and Logistics, Marketing, Information Technology and Laboratory functions as well as Newcrest's business in West Africa.お知らせ • Aug 27Evolution Mining Limited, Annual General Meeting, Nov 24, 2022Evolution Mining Limited, Annual General Meeting, Nov 24, 2022.Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.18 (vs AU$0.20 in FY 2021)Full year 2022 results: EPS: AU$0.18 (down from AU$0.20 in FY 2021). Revenue: AU$2.06b (up 11% from FY 2021). Net income: AU$323.3m (down 6.4% from FY 2021). Profit margin: 16% (down from 19% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 80,096% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 23Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (6.4%). Lower than average of industry peers (9.7%).お知らせ • Aug 18Evolution Mining Limited Declares Fully Franked Final Dividend for 2022, Payable on 30 September 2022Evolution Mining Limited Directors have declared a fully franked final dividend of 3.0 cents per share (30 June 2021: 5.0 cents per share), an aggregate payment to shareholders of AUD 55 million. Ex-dividend date is 30 August 2022. Record date is 31 August 2022. Payment date is 30 September 2022.お知らせ • Aug 01Evolution Mining Limited Announces Material Increase in Ernest Henry Mineral ResourceEvolution Mining Limited released an updated Mineral Resource estimate at Ernest Henry. The new model includes 30,159 metres of new drilling from 119 drillholes for a total aggregate increase of 28% in contained copper and 24% in contained gold, along with upgrades to the Mineral Resource classifications. The update includes all drilling results to 31 May 2022 and the model is depleted for mining to June 30, 2022. The Mineral Resource was estimated into an interpreted 0.7% copper grade shell consistent with the previous estimate completed by Glencore. The new Mineral Resource estimate is being used to inform the Mine Extension Pre-feasibility study (PFS) due for completion by December 2022. The study will benefit from a significant resource increase above the 1,200mRL as well as growth below the 1,200mRL. The increased confidence in ore body geometry and grade distribution has resulted in an 82% addition to the Measured resource category and a 19% addition to the Indicated category. Two surface rigs are continuing a program of infill drilling below the 1,200mRL. The purpose of the surface holes is to drill the ore body at a more optimal angle, continue upgrading resource classification and to further delineate extensions of mineralisation where they remain open within the Pre-feasibility Study window. Future underground drilling will link to extending the decline and establishing better drill positions to intersect extensions of the orebody at depth. Results of the Mineral Resource update are as follows: 88.3 million tonnes at 1.28% copper and 0.73g/t gold for 1.13 million tonnes of copper and 2.07 million ounces of gold net of mining depletion (Dec 2021: 71.4Mt, 885kt copper, 1.67Moz gold). 16.9 million tonne increase (24%) in reported tonnage, 244,000 tonne increase (28%) in contained copper tonnes: 397,000 ounce increase (24%) in contained gold ounces Significant upgrade in Mineral Resource classifications with 10.9 million tonnes (82%) of Indicated Mineral Resources upgraded to the Measured resource category and 6.2 million tonnes (19%) of Inferred Mineral Resources upgraded to Indicated resource category.お知らせ • Jul 22+ 2 more updatesEvolution Mining Limited to Report Fiscal Year 2022 Final Results on Oct 24, 2022Evolution Mining Limited announced that they will report fiscal year 2022 final results on Oct 24, 2022お知らせ • Jul 20Evolution Mining Limited to Report Q4, 2022 Results on Jul 21, 2022Evolution Mining Limited announced that they will report Q4, 2022 results Pre-Market on Jul 21, 2022Recent Insider Transactions • Jul 03Executive Chairman recently bought AU$135k worth of stockOn the 30th of June, Jacob Klein bought around 50k shares on-market at roughly AU$2.69 per share. This was the largest purchase by an insider in the last 3 months. This was Jacob's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to AU$2.66, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in Australia. Total loss to shareholders of 33% over the past three years.お知らせ • Jun 28Evolution Mining Limited Provides Production Guidance for the Quarter Ending June 2022, Fiscal Year 2022, 2023 and 2024Evolution Mining Limited provided production guidance for the quarter ending June 2022, fiscal year 2022, 2023 and 2024. For the quarter ending June 2022, the company expecting production will be 15% higher than the March 2022 quarter at around 170,000 ounces. The transformation at Red Lake is continuing and company expect production to increase 15% from the March 2022quarter to produce around 38,000 ounces in the June 2022 quarter.For the fiscal 2022, the company expects gold production to be around 640,000 ounces.For the fiscal 2023, the company expects Gold production to increase 12% on the current year to 720,000 ounces +/- 5%.For the fiscal 2024, the company expects Gold production to increase a 11% to 800,000 ounces +/- 5%.Upcoming Dividend • Feb 21Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 28 February 2022. Payment date: 25 March 2022. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (5.4%). Lower than average of industry peers (8.7%).Reported Earnings • Feb 18First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.05 (down from AU$0.13 in 1H 2021). Revenue: AU$898.6m (down 8.5% from 1H 2021). Net income: AU$90.8m (down 60% from 1H 2021). Profit margin: 10% (down from 23% in 1H 2021). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 750% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Evolution Mining Limited Declares Fully Franked Interim Dividend, Payable on March 25, 2022The Directors of Evolution Mining Limited declared a fully franked interim dividend of 3.0 cents per share for the half-year ended December 31, 2021 (31 December 2020: 7.0 cents per share), an aggregate payment to shareholders of AUD 55 million. Ex-dividend date is 28 February 2022. Record date is 1 March 2022. Payment date is 25 March 2022.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$3.46, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total loss to shareholders of 5.1% over the past three years.お知らせ • Jan 07Evolution Mining Limited (ASX:EVN) completed the acquisition of Ernest Henry Mining Pty Ltd. from Glencore plc (LSE:GLEN).Evolution Mining Limited (ASX:EVN) entered into a binding agreement to acquire Ernest Henry Mining Pty Ltd. from Glencore plc (LSE:GLEN) for AUD 1 billion on November 17, 2021.Under the terms, AUD 800 million will be paid at closing and remaining will be paid on the first anniversary of closing. The Transaction consideration will be funded from available cash and a new USPP issue of AUD 275.2 million maturing in February 2031 at a fixed coupon of 3.06%. The Transaction is expected to complete on 6 January 2022. RBC Capital Markets is acting as sole financial adviser and Allens is acting as legal adviser in relation to the Transaction. Evolution Mining Limited (ASX:EVN) completed the acquisition of Ernest Henry Mining Pty Ltd. from Glencore plc (LSE:GLEN) on January 6, 2022. Evolution has paid Glencore AUD 800 million from available cash on hand with the remaining AUD 200 million due and payable on January 6, 2023.お知らせ • Aug 26Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 67.911297 million.Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 67.911297 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,639,298 Price\Range: AUD 3.85Upcoming Dividend • Aug 23Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 28 September 2021. Trailing yield: 3.0%. Lower than top quartile of Australian dividend payers (5.1%). Lower than average of industry peers (8.5%).Reported Earnings • Aug 22Full year 2021 earnings released: EPS AU$0.20 (vs AU$0.18 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$1.86b (down 4.0% from FY 2020). Net income: AU$345.3m (up 14% from FY 2020). Profit margin: 19% (up from 16% in FY 2020). The increase in margin was driven by lower expenses. Production and reserves: Gold Production: 680.79 troy koz (746.46 troy koz in FY 2020) Number of mines: 6 (6 in FY 2020) Copper Production: 21,361 t (22,471 t in FY 2020) Number of mines: 1 (1 in FY 2020) Silver Production: 650.27 troy koz (671.69 troy koz in FY 2020) Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year.お知らせ • Aug 14Evolution Mining Limited announced that it expects to receive $550 million in fundingEvolution Mining Limited announced a private placement of 2.83% debt maturing November 2028 for gross proceeds of $200 million and 3.17% debt maturing November 2031 for gross proceeds of $350 million; for an aggregate gross proceeds of $550 million on August 12, 2021. The transaction is subject to standard closing conditions with proceeds expected to be drawn in early November 2021. The company has entered into cross currency swaps to hedge the US dollar exposure.お知らせ • Jul 24Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 400 million.Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 400 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 103,896,104 Price\Range: AUD 3.85 Discount Per Security: AUD 0.05775 Transaction Features: Subsequent Direct ListingValuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to AU$4.08, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Metals and Mining industry in Australia. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.03 per share.財務状況分析短期負債: EVNの 短期資産 ( A$1.7B ) が 短期負債 ( A$906.7M ) を超えています。長期負債: EVNの短期資産 ( A$1.7B ) は 長期負債 ( A$3.5B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: EVNの 純負債対資本比率 ( 8.2% ) は 満足できる 水準であると考えられます。負債の削減: EVNの負債対資本比率は、過去 5 年間で20.7%から25.4%に増加しました。債務返済能力: EVNの負債は 営業キャッシュフロー によって 十分にカバー されています ( 166.9% )。インタレストカバレッジ: EVNの負債に対する 利息支払い は EBIT ( 15.5 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YMaterials 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 10:18終値2026/05/06 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Evolution Mining Limited 17 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。33 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedDaniel MorganBarrenjoey Markets Pty LimitedMollie UrquhartBarrenjoey Markets Pty Limited30 その他のアナリストを表示
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 20Evolution Mining Limited to Report First Half, 2026 Results on Apr 15, 2026Evolution Mining Limited announced that they will report first half, 2026 results on Apr 15, 2026
お知らせ • Feb 11Evolution Mining Limited Announces Ordinary Dividend for the Six Months Period Ended December 31, 2025, Payable on April 02, 2026Evolution Mining Limited announced the ordinary dividend of AUD 0.20000000 per share for the six months period ended December 31, 2025, payable on April 02, 2026. Record Date is on March 04, 2026 with Ex Date on March 03, 2026. Is the ordinary dividend/distribution fully franked: Yes.
Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 15Evolution Mining Limited, Annual General Meeting, Nov 20, 2025Evolution Mining Limited, Annual General Meeting, Nov 20, 2025.
Recent Insider Transactions • Aug 19Non-Executive Chairman recently sold AU$37m worth of stockOn the 15th of August, Jacob Klein sold around 5m shares on-market at roughly AU$7.95 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacob has been a net seller over the last 12 months, reducing personal holdings by AU$41m.
Board Change • Aug 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 10+ 5 more updatesEvolution Mining Limited to Report Q4, 2026 Results on Jul 15, 2026Evolution Mining Limited announced that they will report Q4, 2026 results on Jul 15, 2026
お知らせ • May 26Suitors Reportedly Consider to Buy Bellevue GoldEvolution Mining Limited (ASX:EVN), Northern Star Resources Limited (ASX:NST) and Regis Resources Limited (ASX:RRL) are three of the groups believed to be in a data room considering a deal to buy Bellevue Gold Limited (ASX:BGL), sources say. Exactly how serious the parties are remains to be seen, with sources suggesting most would look at the business to assess what was on offer as an educational -exercise at the very least. However, of those, Northern Star was thought to be the most likely buyer. Offshore groups were also taking a look. Given that Bellevue Gold was out of the money on its hedge book, it made a deal difficult to stack up, market experts say. Already, Bellevue, advised by UBS, has said it has had informal approaches, and rather than running a formal sale process, it is offering certain parties access to a data room. The $1 billion gold company that has the Bellevue Gold Project in Western Australia is considering a sale after downgrading its production guidance, closing out part of its goldmining hedge book, raising equity and flagging changes to the group's board and executive team. Australian peers are now interested in buying Bellevue to secure more production at a time when gold's price increases show no sign of abating, rather than for synergies. The management of Regis Resources is conservative and is bidding for the EMR Capital-backed Ravenswood goldmine near-by. It would have capacity to buy one or the other, but not both. Northern Star would be one of the only Australian groups with synergies, because it could shut down the Bellevue Gold mill and feed ore into its WA Thunderbox gold facility, which is under--utilised, say experts. Northern Star's challenge is that it has just purchased De Grey Mining.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 13+ 2 more updatesEvolution Mining Limited to Report Q4, 2025 Results on Jul 16, 2025Evolution Mining Limited announced that they will report Q4, 2025 results on Jul 16, 2025
Declared Dividend • Feb 15First half dividend of AU$0.07 announcedShareholders will receive a dividend of AU$0.07. Ex-date: 4th March 2025 Payment date: 4th April 2025 Dividend yield will be 1.9%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 13First half 2025 earnings released: EPS: AU$0.18 (vs AU$0.052 in 1H 2024)First half 2025 results: EPS: AU$0.18 (up from AU$0.052 in 1H 2024). Revenue: AU$2.03b (up 52% from 1H 2024). Net income: AU$365.1m (up 277% from 1H 2024). Profit margin: 18% (up from 7.2% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 13+ 2 more updatesEvolution Mining Limited Provides Production Guidance for the Fiscal Year 2025Evolution Mining Limited provided production guidance for the fiscal year 2025. For the year, the company remains on track to deliver fiscal year 2025 production guidance of 710,000 ounces to 780,000 ounces of gold and 70,000 tonnes to 80,000 tonnes of copper.
Buy Or Sell Opportunity • Feb 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to AU$6.27. The fair value is estimated to be AU$5.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has declined by 6.5%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Feb 10Regis Resources Taps Greenhill for Sale of Ravenswood Gold MineRegis Resources Limited (ASX:RRL) has tapped investment bank Greenhill for its pursuit of the $2bn Ravenswood gold mine that is up for sale through EMR Capital Pty. Ltd. and Golden Energy and Resources Pte. Ltd. First round bids for the Queensland asset are due later this month in a contest that will see Australian miners go up against foreign suitors for one of the country's most valuable assets producing the precious metal. Other Australian miners taking a look are Evolution Mining Limited (ASX:EVN) and Gold Road Resources Limited (ASX:GOR). Sources believe overseas suitors will be most motivated to buy Ravenswood. While the US-based Greenhill has hitched its wagon to the Jim Beyer-led Regis, Deutsche Bank is also believed to be close to the action, searching for a bidder to help finance, but it is yet to commit to any one group.
Board Change • Feb 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Fiona Hick was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 25Evolution Reportedly Plans to Sell Mungari Gold MineSpeculation is mounting that Evolution Mining Limited (ASX:EVN) could soon place its Mungari gold mine up for sale that analysts value at between $600 million and $1 billion. The understanding is that the $10 billion listed gold miner controlled by Jake Klein has had suitors interested in the West Australian asset lately, including Zijin Mining Group Company Limited (SEHK:2899), which owns the Norton Gold Fields in Kalgoorlie. Other WA gold miners would also likely be interested in the asset, and a sale by Evolution would be logical given it is the only asset it owns in the state.
お知らせ • Nov 22Evolution Mining Limited to Report Q3, 2025 Results on Apr 15, 2025Evolution Mining Limited announced that they will report Q3, 2025 results on Apr 15, 2025
お知らせ • Oct 23+ 2 more updatesHarmony Gold Reportedly Eyes $2 Billion Ravenswood Gold MineHarmony Gold Mining Company Limited (JSE:HAR) is understood to have expressed interest in an acquisition of the $2 billion Ravenswood Gold Mine that being sold by EMR Capital Pty. Ltd. and Golden Energy and Resources Pte. Ltd. DataRoom understands that the $11 billion South African-listed gold miner is keen to buy the Queensland asset that Azure Capital and UBS have been appointed to sell. Market sources say that a deal would make sense for Harmony, given that its share price has been on a tear on the back of the record gold price and it has the cash to pay for the gold mine. Harmony is likely to come up against Australian-listed gold miners like Regis Resources Limited (ASX:RRL), Gold Road Resources Limited (ASX:GOR) and Capricorn Metals Ltd. (ASX:CMM), while Emerald Resources NL (ASX:EMR) may be interested. Northern Star Resources Limited (ASX:NST) and Evolution Mining Limited (ASX:EVN) may also take a look.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$4.50, the stock trades at a forward P/E ratio of 14x. Average trailing P/E is 15x in the Metals and Mining industry in Australia. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.80 per share.
Recent Insider Transactions • Aug 27Executive Chairman recently sold AU$4.3m worth of stockOn the 23rd of August, Jacob Klein sold around 1m shares on-market at roughly AU$4.27 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jacob has been a net seller over the last 12 months, reducing personal holdings by AU$7.9m.
Declared Dividend • Aug 16Final dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 29th August 2024 Payment date: 4th October 2024 Dividend yield will be 1.8%, which is lower than the industry average of 5.1%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 22%.
Reported Earnings • Aug 15Full year 2024 earnings released: EPS: AU$0.22 (vs AU$0.089 in FY 2023)Full year 2024 results: EPS: AU$0.22 (up from AU$0.089 in FY 2023). Revenue: AU$3.22b (up 44% from FY 2023). Net income: AU$422.3m (up 158% from FY 2023). Profit margin: 13% (up from 7.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Mar 19Evolution Mining Limited, Annual General Meeting, Nov 21, 2024Evolution Mining Limited, Annual General Meeting, Nov 21, 2024.
お知らせ • Mar 18+ 1 more updateEvolution Mining Limited to Report Q1, 2025 Results on Oct 16, 2024Evolution Mining Limited announced that they will report Q1, 2025 results on Oct 16, 2024
お知らせ • Feb 26Evolution Mining Limited to Report Q4, 2024 Results on Jul 18, 2024Evolution Mining Limited announced that they will report Q4, 2024 results on Jul 18, 2024
Upcoming Dividend • Feb 20Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 27 February 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of Australian dividend payers (6.6%). Lower than average of industry peers (5.3%).
Declared Dividend • Feb 16First half dividend of AU$0.02 announcedShareholders will receive a dividend of AU$0.02. Ex-date: 27th February 2024 Payment date: 5th April 2024 Dividend yield will be 1.3%, which is lower than the industry average of 5.1%. Payout Ratios Payout ratio: 46%. Cash payout ratio: 164%.
Reported Earnings • Feb 16First half 2024 earnings released: EPS: AU$0.052 (vs AU$0.055 in 1H 2023)First half 2024 results: EPS: AU$0.052 (down from AU$0.055 in 1H 2023). Revenue: AU$1.34b (up 18% from 1H 2023). Net income: AU$96.9m (down 4.0% from 1H 2023). Profit margin: 7.2% (down from 8.9% in 1H 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 31Evolution Mining Limited to Report First Half, 2024 Results on Feb 14, 2024Evolution Mining Limited announced that they will report first half, 2024 results on Feb 14, 2024
お知らせ • Jan 22Evolution Mining Limited to Report Q3, 2024 Results on Apr 17, 2024Evolution Mining Limited announced that they will report Q3, 2024 results on Apr 17, 2024
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$3.13, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Metals and Mining industry in Australia. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.15 per share.
お知らせ • Dec 19+ 1 more updateEvolution Mining Limited to Report Q2, 2024 Results on Jan 17, 2024Evolution Mining Limited announced that they will report Q2, 2024 results on Jan 17, 2024
New Risk • Dec 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (52% net debt to equity). Profit margins are more than 30% lower than last year (7.3% net profit margin). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).
お知らせ • Dec 06+ 2 more updatesEvolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 525.000001 million.Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 525.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 138,157,895 Price\Range: AUD 3.8 Discount Per Security: AUD 0.0721 Transaction Features: Subsequent Direct Listing
お知らせ • Dec 05Evolution Mining Limited has filed a Follow-on Equity Offering in the amount of AUD 60.000001 million.Evolution Mining Limited has filed a Follow-on Equity Offering in the amount of AUD 60.000001 million. Security Name: Ordinay Shares Security Type: Common Stock Securities Offered: 15,789,474 Price\Range: AUD 3.8
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$3.56, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Metals and Mining industry in Australia. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.00 per share.
Recent Insider Transactions • Sep 01Executive Chairman recently sold AU$3.7m worth of stockOn the 29th of August, Jacob Klein sold around 1m shares on-market at roughly AU$3.61 per share. This transaction amounted to 6.3% 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 Jacob's only on-market trade for the last 12 months.
Upcoming Dividend • Aug 23Upcoming dividend of AU$0.02 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (7.3%). Lower than average of industry peers (7.7%).
お知らせ • Aug 17Evolution Mining Limited Declares a Fully Franked Final Dividend for the Year 2023, Payable on 6 October 2023The Directors of Evolution Mining Limited declared a fully franked final dividend of 2.0 cents per share (30 June 2022: 3.0 cents per share), an estimated aggregate payment to shareholders of $36.7 million. Dividend payable on 6 October 2023, record date of 31 August 2023 and Ex-dividend date of 30 August 2023.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.18 (vs AU$0.18 in FY 2022)Full year 2023 results: EPS: AU$0.18 (up from AU$0.18 in FY 2022). Revenue: AU$4.45b (up 116% from FY 2022). Net income: AU$327.0m (up 1.1% from FY 2022). Profit margin: 7.3% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$3.77, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.06 per share.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Vicky Binns was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Feb 21Upcoming dividend of AU$0.02 per share at 1.4% yieldEligible shareholders must have bought the stock before 28 February 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 27% and the cash payout ratio is 80%. Trailing yield: 1.4%. Lower than top quartile of Australian dividend payers (6.8%). Lower than average of industry peers (7.7%).
Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.055 (vs AU$0.05 in 1H 2022)First half 2023 results: EPS: AU$0.055 (up from AU$0.05 in 1H 2022). Revenue: AU$1.13b (up 26% from 1H 2022). Net income: AU$100.9m (up 11% from 1H 2022). Profit margin: 8.9% (down from 10% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 17Evolution Mining Limited Declares Fully Franked Interim Dividend for the Half-Year Ended December 31, 2022, Payable on June 6, 2023Evolution Mining Limited declared a fully franked interim dividend of AUD 0.02000000 per share for the half-year ended December 31, 2022. Ex-dividend date is 28 February 2023. Record date is 1 March 2023. Payment date is June 6, 2023.
お知らせ • Jan 30Evolution Mining Limited to Report Q4, 2023 Results on Jul 20, 2023Evolution Mining Limited announced that they will report Q4, 2023 results on Jul 20, 2023
お知らせ • Jan 24+ 1 more updateEvolution Mining Limited Announces Continued Exploration Success At Ernest HenryEvolution Mining Limited announced Continued Exploration Success at Ernest Henry. New drillholes as part of the ongoing Ernest Henry exploration program have intersected significant mineralisation widths below and within the Pre-Feasibility Study (PFS) mine life extension area and include: 118.1m (60m etw) grading 0.79g/t gold and 1.15% copper (EH1226_EXT_D7). 20.4m (17.9m etw) grading 1.69g/t gold and 2.16% copper (EH1226_EXT_D5). Results confirm that strong mineralisation exists below the PFS area, indicating significant potential for mining beyond the current study. As a result, a decision has been made to extend the PFS to incorporate the larger footprint in determining the optimal location of infrastructure with this work expected to be completed in the June quarter. Continuity of mineralisation within the PFS extension area has been confirmed with the first two drillholes (out of eight planned holes) intersecting mineralisation outside the current interpretation. Evolution has met the earn-in expenditure to acquire a 75% interest in the Cue Joint Venture. The latest surface drillholes targeting depth extensions to interpreted mineralisation below the Pre-Feasibility Study (PFS) area have confirmed the mineralisation widths seen in previously reported hole EH1226_EXT_D6 and have also defined the top of the mineralised zone. Complementary to this, resource definition drilling within the PFS area has confirmed both up-plunge and down-plunge extensions to interpreted mineralisation. Assay results from EH1226_EXT_D7 have been returned, confirming significant mineralisation widths observed in EH1226_EXT_D6. Encouragingly, these intersections lie outside the current mineralisation interpretation and below the PFS area. Whilst the copper and gold grades in EH1226_EXT_D7 are not as strong as those in EH1226_EXT_D6, the width of mineralisation intersected in this drillhole increases the likelihood that mineralisation continues well below at depth. EH1226_EXT_D7 has returned 118.1m (60m etw) grading 0.79g/t gold and 1.15% copper. Assay results for EH1226_EXT_D5 were also returned in December, which intersected the top of the same mineralised zone intersected in EH1226_EXT_D6. EH1226_EXT_D5 intersected 20.4m (17.9m etw) grading 1.69 g/t gold and 2.16% copper. The first two drillholes designed to test the up and down-plunge continuity of mineralisation have been completed with samples dispatched and awaiting assay. Geological observations from these drillholes (EH1312 and EH1314) confirm extension of mineralisation up-plunge (from EH1226_EXT_D6 and EH1226_EXT_D7) and down-plunge extensions from Ernie Junior. The volume of mineralisation within the PFS area will likely increase as a result of these intersections, with a further six drillholes yet to be completed.
お知らせ • Dec 07+ 2 more updatesEvolution Mining Limited to Report Q2, 2023 Results on Jan 19, 2023Evolution Mining Limited announced that they will report Q2, 2023 results on Jan 19, 2023
お知らせ • Nov 24Evolution Mining Limited Announces Significant New Copper-Gold Extensions At Ernest HenryEvolution Mining Limited Announced Significant New Copper-Gold Extensions At Ernest Henry. New drillholes as part of the ongoing Ernest Henry exploration program have intersected significant mineralisation widths within and below the Pre-Feasibility Study (PFS) mine life extension area including: 157.0m (85.0m etw) grading 1.26g/t gold and 1.62% copper, 102.0m (71.0m etw) grading 1.06g/t gold and 1.39% copper, 90.8m (70.0m etw) grading 1.42g/t gold and 1.54% copper. These results will support the PFS and represent potential for further life of mine extension. These drill results are not reflected in the current Mineral Resource and will be incorporated in the annual. Mineral Resource update to be released in the March 2023 quarter. Drilling is ongoing to test the continuity of mineralisation in sparsely tested areas up-plunge within the PFS extension area. Surface drillholes targeting northern and southern extensions to interpreted mineralisation within the Pre-Feasibility Study (PFS) area have intersected significant mineralisation widths. Pleasingly, the northern fan of drillholes has intersected significantly wide mineralisation below the PFS area, increasing the potential for mineralisation to extend up-plunge and at depth. Preliminary assay results from three of the four latest drillholes have been returned, confirming strong copper and gold mineralisation. Encouragingly, these intersections lie outside the current mineralisation interpretation. EH1276_D1 is the southern-most intersection at Ernest Henry and has returned 102.0m (71.0m etw) grading 1.06g/t Au and 1.39% Cu. Whilst logging and assaying of the subsequent daughter drillholes are underway, the initial geological observations from these drillholes confirms the mineralisation seen in EH1276_D1. Assays from EH1276_D1 will be used in the 31 December 2022 Mineral Resource update. Preliminary assay results for EH1226_EXT_D3 and EH1226_EXT_D6 from the northern fan of drilling have also been returned. The location and width of mineralisation intersected in these drillholes is significant as they lie outside the current mineralisation interpretation. Encouragingly, the width of these intersections increases the potential for an up-plunge extension of mineralisation. EH_1226_EXT_D3 and has returned 90.8m (70.0m etw) grading 1.42g/t Au and 1.54% Cu. EH1226_EXT_D6 has intersected significantly wide mineralisation approximately 50m north of EH1226_EXT_D3 (Figure 4) and has returned 157.0m(85.0m etw) grading 1.26g/t Au and 1.62% Cu. The exceptional mineralisation intersected in EH1226_EXT_D6 appears to be supported by the subsequent daughter hole EH1226_EXT_D7. Initial geological observations of EH1226_EXT_D7 suggest significant mineralisation widths similar to EH1226_EXT_D6. Whilst the assays from EH1226_EXT_D7 will not be returned before the 31 December 2022 Mineral Resource estimate, the geological observations will be included in the mineralisation interpretation.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 29% share price gain to AU$2.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Metals and Mining industry in Australia. Total loss to shareholders of 29% over the past three years.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$2.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Metals and Mining industry in Australia. Total loss to shareholders of 46% over the past three years.
お知らせ • Oct 13Evolution Mining Limited Announces Mt Rawdon Pumped Hydro Receives Coordinated Project StatusEvolution Mining Limited declared the Mt Rawdon Pumped Hydro a Coordinated Project. This confirms the strategic significance of the Project in the State and its potential to contribute to the objectives of the recently announced Queensland Energy and Jobs Plan. Coordinated Project designation is intended to streamline interactions with key State Government departments and agencies and the Project team looks forward to commencing this process. This will include the preparation of an Environmental Impact Statement. At the same time the Project team is continuing its engagement with key stakeholders including the local communities and First Nations Partners of Mt Rawdon, the Commonwealth and State Governments, the North Burnett and Bundaberg Councils, and the Burnett Mary Regional Group, along with the Company's own employees and contracting partners.
お知らせ • Sep 02+ 1 more updateEvolution Mining Limited Announces Appointment of Lawrie Conway as Chief Executive Officer, Effective 1 January 2023Evolution Mining Limited announced that its Finance Director and Chief Financial Officer, Mr. Lawrie Conway, has been appointed to the role of Chief Executive Officer, effective 1 January 2023. Mr. Jake Klein, who founded Evolution in 2011, will continue in the role of Executive Chair and has agreed to a new contract which will see him remain in this role until at least the end of 2024. Mr. Conway was appointed Finance Director and Chief Financial Officer of Evolution Mining Limited with effect from 1 August 2014. He had previously served as a Non-Executive Director of the Company since its formation in November 2011. Mr. Conway has more than 30 years' experience in the resources sector across a diverse range of commercial, financial and operational activities. He has held a mix of corporate, operational and commercial roles within Australia, Papua New Guinea and Chile with Newcrest Mining and prior to that with BHP Billiton. Prior to his extensive experience with Evolution, he most recently held the position of Executive General Manager - Commercial and West Africa with Newcrest where he was responsible for Newcrest's group Supply and Logistics, Marketing, Information Technology and Laboratory functions as well as Newcrest's business in West Africa.
お知らせ • Aug 27Evolution Mining Limited, Annual General Meeting, Nov 24, 2022Evolution Mining Limited, Annual General Meeting, Nov 24, 2022.
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.18 (vs AU$0.20 in FY 2021)Full year 2022 results: EPS: AU$0.18 (down from AU$0.20 in FY 2021). Revenue: AU$2.06b (up 11% from FY 2021). Net income: AU$323.3m (down 6.4% from FY 2021). Profit margin: 16% (down from 19% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 80,096% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 23Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (6.4%). Lower than average of industry peers (9.7%).
お知らせ • Aug 18Evolution Mining Limited Declares Fully Franked Final Dividend for 2022, Payable on 30 September 2022Evolution Mining Limited Directors have declared a fully franked final dividend of 3.0 cents per share (30 June 2021: 5.0 cents per share), an aggregate payment to shareholders of AUD 55 million. Ex-dividend date is 30 August 2022. Record date is 31 August 2022. Payment date is 30 September 2022.
お知らせ • Aug 01Evolution Mining Limited Announces Material Increase in Ernest Henry Mineral ResourceEvolution Mining Limited released an updated Mineral Resource estimate at Ernest Henry. The new model includes 30,159 metres of new drilling from 119 drillholes for a total aggregate increase of 28% in contained copper and 24% in contained gold, along with upgrades to the Mineral Resource classifications. The update includes all drilling results to 31 May 2022 and the model is depleted for mining to June 30, 2022. The Mineral Resource was estimated into an interpreted 0.7% copper grade shell consistent with the previous estimate completed by Glencore. The new Mineral Resource estimate is being used to inform the Mine Extension Pre-feasibility study (PFS) due for completion by December 2022. The study will benefit from a significant resource increase above the 1,200mRL as well as growth below the 1,200mRL. The increased confidence in ore body geometry and grade distribution has resulted in an 82% addition to the Measured resource category and a 19% addition to the Indicated category. Two surface rigs are continuing a program of infill drilling below the 1,200mRL. The purpose of the surface holes is to drill the ore body at a more optimal angle, continue upgrading resource classification and to further delineate extensions of mineralisation where they remain open within the Pre-feasibility Study window. Future underground drilling will link to extending the decline and establishing better drill positions to intersect extensions of the orebody at depth. Results of the Mineral Resource update are as follows: 88.3 million tonnes at 1.28% copper and 0.73g/t gold for 1.13 million tonnes of copper and 2.07 million ounces of gold net of mining depletion (Dec 2021: 71.4Mt, 885kt copper, 1.67Moz gold). 16.9 million tonne increase (24%) in reported tonnage, 244,000 tonne increase (28%) in contained copper tonnes: 397,000 ounce increase (24%) in contained gold ounces Significant upgrade in Mineral Resource classifications with 10.9 million tonnes (82%) of Indicated Mineral Resources upgraded to the Measured resource category and 6.2 million tonnes (19%) of Inferred Mineral Resources upgraded to Indicated resource category.
お知らせ • Jul 22+ 2 more updatesEvolution Mining Limited to Report Fiscal Year 2022 Final Results on Oct 24, 2022Evolution Mining Limited announced that they will report fiscal year 2022 final results on Oct 24, 2022
お知らせ • Jul 20Evolution Mining Limited to Report Q4, 2022 Results on Jul 21, 2022Evolution Mining Limited announced that they will report Q4, 2022 results Pre-Market on Jul 21, 2022
Recent Insider Transactions • Jul 03Executive Chairman recently bought AU$135k worth of stockOn the 30th of June, Jacob Klein bought around 50k shares on-market at roughly AU$2.69 per share. This was the largest purchase by an insider in the last 3 months. This was Jacob's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to AU$2.66, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Metals and Mining industry in Australia. Total loss to shareholders of 33% over the past three years.
お知らせ • Jun 28Evolution Mining Limited Provides Production Guidance for the Quarter Ending June 2022, Fiscal Year 2022, 2023 and 2024Evolution Mining Limited provided production guidance for the quarter ending June 2022, fiscal year 2022, 2023 and 2024. For the quarter ending June 2022, the company expecting production will be 15% higher than the March 2022 quarter at around 170,000 ounces. The transformation at Red Lake is continuing and company expect production to increase 15% from the March 2022quarter to produce around 38,000 ounces in the June 2022 quarter.For the fiscal 2022, the company expects gold production to be around 640,000 ounces.For the fiscal 2023, the company expects Gold production to increase 12% on the current year to 720,000 ounces +/- 5%.For the fiscal 2024, the company expects Gold production to increase a 11% to 800,000 ounces +/- 5%.
Upcoming Dividend • Feb 21Upcoming dividend of AU$0.03 per shareEligible shareholders must have bought the stock before 28 February 2022. Payment date: 25 March 2022. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (5.4%). Lower than average of industry peers (8.7%).
Reported Earnings • Feb 18First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.05 (down from AU$0.13 in 1H 2021). Revenue: AU$898.6m (down 8.5% from 1H 2021). Net income: AU$90.8m (down 60% from 1H 2021). Profit margin: 10% (down from 23% in 1H 2021). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 750% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Evolution Mining Limited Declares Fully Franked Interim Dividend, Payable on March 25, 2022The Directors of Evolution Mining Limited declared a fully franked interim dividend of 3.0 cents per share for the half-year ended December 31, 2021 (31 December 2020: 7.0 cents per share), an aggregate payment to shareholders of AUD 55 million. Ex-dividend date is 28 February 2022. Record date is 1 March 2022. Payment date is 25 March 2022.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$3.46, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Metals and Mining industry in Australia. Total loss to shareholders of 5.1% over the past three years.
お知らせ • Jan 07Evolution Mining Limited (ASX:EVN) completed the acquisition of Ernest Henry Mining Pty Ltd. from Glencore plc (LSE:GLEN).Evolution Mining Limited (ASX:EVN) entered into a binding agreement to acquire Ernest Henry Mining Pty Ltd. from Glencore plc (LSE:GLEN) for AUD 1 billion on November 17, 2021.Under the terms, AUD 800 million will be paid at closing and remaining will be paid on the first anniversary of closing. The Transaction consideration will be funded from available cash and a new USPP issue of AUD 275.2 million maturing in February 2031 at a fixed coupon of 3.06%. The Transaction is expected to complete on 6 January 2022. RBC Capital Markets is acting as sole financial adviser and Allens is acting as legal adviser in relation to the Transaction. Evolution Mining Limited (ASX:EVN) completed the acquisition of Ernest Henry Mining Pty Ltd. from Glencore plc (LSE:GLEN) on January 6, 2022. Evolution has paid Glencore AUD 800 million from available cash on hand with the remaining AUD 200 million due and payable on January 6, 2023.
お知らせ • Aug 26Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 67.911297 million.Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 67.911297 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,639,298 Price\Range: AUD 3.85
Upcoming Dividend • Aug 23Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 28 September 2021. Trailing yield: 3.0%. Lower than top quartile of Australian dividend payers (5.1%). Lower than average of industry peers (8.5%).
Reported Earnings • Aug 22Full year 2021 earnings released: EPS AU$0.20 (vs AU$0.18 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$1.86b (down 4.0% from FY 2020). Net income: AU$345.3m (up 14% from FY 2020). Profit margin: 19% (up from 16% in FY 2020). The increase in margin was driven by lower expenses. Production and reserves: Gold Production: 680.79 troy koz (746.46 troy koz in FY 2020) Number of mines: 6 (6 in FY 2020) Copper Production: 21,361 t (22,471 t in FY 2020) Number of mines: 1 (1 in FY 2020) Silver Production: 650.27 troy koz (671.69 troy koz in FY 2020) Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Aug 14Evolution Mining Limited announced that it expects to receive $550 million in fundingEvolution Mining Limited announced a private placement of 2.83% debt maturing November 2028 for gross proceeds of $200 million and 3.17% debt maturing November 2031 for gross proceeds of $350 million; for an aggregate gross proceeds of $550 million on August 12, 2021. The transaction is subject to standard closing conditions with proceeds expected to be drawn in early November 2021. The company has entered into cross currency swaps to hedge the US dollar exposure.
お知らせ • Jul 24Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 400 million.Evolution Mining Limited has completed a Follow-on Equity Offering in the amount of AUD 400 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 103,896,104 Price\Range: AUD 3.85 Discount Per Security: AUD 0.05775 Transaction Features: Subsequent Direct Listing
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to AU$4.08, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Metals and Mining industry in Australia. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.03 per share.