View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMincor Resources 将来の成長Future 基準チェック /26現在、 Mincor Resourcesの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長14.7%収益成長率64.6%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日16 Jul 2023今後の成長に関する最新情報Breakeven Date Change • Apr 01Forecast breakeven date pushed back to 2024The 5 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 30% to 2023. The company is expected to make a profit of AU$108.2m in 2024. Average annual earnings growth of 32% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 21Forecast to breakeven in 2023The 6 analysts covering Mincor Resources expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$32.2m in 2023. Earnings growth of 15% is required to achieve expected profit on schedule.Breakeven Date Change • Apr 27Forecast breakeven date moved forward to 2022The 4 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of AU$21.7m in 2022. Earnings growth of 47% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 10Forecast breakeven date pushed back to 2023The 3 analysts covering Mincor Resources previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 5.4% to 2022. The company is expected to make a profit of AU$85.3m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 3 analysts covering Mincor Resources expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$20.7m in 2022. Earnings growth of 48% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesBoard Change • Jul 15Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Peter Bewick was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 06+ 1 more updateMincor Resources NL Announces Board ChangesMincor Resources NL advised that further to the announcement on 5 July 2023, confirming that at close of the on-market takeover offer by Wyloo Consolidated Investments Pty Ltd. (Wyloo), Wyloo holds an interest and voting power in 92.71% of Mincor. Wyloo are proceeding to compulsory acquisition of the remaining Mincor shares under the compulsory acquisition provisions of the Corporations Act 2001 (Cth). In light of the effective change of control, Messrs John Hartman and Luca Giacovazzi have been appointed directors of the Company effective 6 July 2023, replacing Messrs Brett Lambert and Michael Bohm who have each resigned effective 6 July 2023.Recent Insider Transactions • May 02Insider recently sold AU$1.2m worth of stockOn the 26th of April, Michael Bohm sold around 860k shares on-market at roughly AU$1.40 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$1.8m more than they bought in the last 12 months.Breakeven Date Change • Apr 01Forecast breakeven date pushed back to 2024The 5 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 30% to 2023. The company is expected to make a profit of AU$108.2m in 2024. Average annual earnings growth of 32% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 21Forecast to breakeven in 2023The 6 analysts covering Mincor Resources expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$32.2m in 2023. Earnings growth of 15% is required to achieve expected profit on schedule.Reported Earnings • Feb 24First half 2023 earnings released: AU$0.11 loss per share (vs AU$0.03 loss in 1H 2022)First half 2023 results: AU$0.11 loss per share (further deteriorated from AU$0.03 loss in 1H 2022). Revenue: AU$19.5m (up AU$19.5m from 1H 2022). Net loss: AU$54.7m (loss widened 295% from 1H 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • Jan 19Mincor Resources NL Announces Outstanding new high-grade intercepts at Northern OperationsMincor Resources NL reported further significant assay results from underground drilling targeting extensions of the Durkin North and LN04a orebodies within the highly prospective exploration zone at the Company's Long and Durkin North Operations at Kambalda in Western Australia. Modelling and interpretation of this new geological data has led to the interpretation of a considerably broader Long-Durkin North mineralised channel. The latest interpretation suggests that Long, LN04a and Durkin North orebodies all form part of the same, broad mineralised channel, which may have a strike extent of greater than 2.5km. The high-grade massive sulphide intersections observed within this channel resemble the typical Kambalda-type ore surfaces currently being mined at Mincor's Northern Operations. This recently defined mineralised channel is believed to represent a significant exploration opportunity for the Company and further systematic step-out drilling is planned over the current financial year to determine the potential for economic mineralisation, as well as further potential strike extensions of the Durkin North orebodies. New drilling points to a broader Long-Durkin North mineralised channel: The latest drill results indicate extensions of the Durkin North orebodies with mineralised surfaces continuing beyond the existing resources and remaining open both along strike and down-dip. In particular, the significant high-grade intercepts at Durkin North highlight the potential for strike and down-dip extensions to the west, previously untested. The Company is excited about the implications of the recently defined Long-Durkin North mineralised channel and the potential to delineate further high-grade mineralisation within areas where there has been no systematic drill testing. A significant underground drilling program will continue at the Northern Operations over the remainder of FY2023 with the focus on step-out and in-fill drilling within the recently defined Long-Durkin North mineralised channel and further grade control drilling. LN04a: The latest round of drilling has provided additional confidence in the up-dip continuity of the LN04a orebody, with multiple high-grade intercepts returned outside of the current Mineral Resource. These results further reinforce the potential of LN04a to extend beyond the original interpretation, with mineralisation remaining open along strike and, notably, up-dip. Highlights of the recent up-dip diamond drilling intercepts include: ULG-22-130 - 1.5m @ 11.8% Ni; ULG-22-120 - 5.8m @ 3.7% Ni; and ULG-22-134 - 1.4m @ 3.7% Ni. Maiden underground drill program at Cassini Mine: The Company recently announced that it had secured a third underground diamond drill rig to accelerate exploration activities at Cassini. Originally planned for later in CY2023, the arrival of an additional rig has substantially accelerated the early exploration programs at Cassini and represents the first underground exploration work to be undertaken at this new mine since development of the operation began. The new rig has commenced underground drilling at Cassini. Drilling will initially take place from existing stockpile in the main Woodall Decline, with early programs targeting the highly prospective Cassini North channel (Figure 5). Similar to the Northern Operations, the potential for resource extensions at Cassini is enhanced by the proximity to existing high-quality underground infrastructure, with Cassini offering opportunities to introduce additional near-term ore sources and materially extend mine life. Cassini North Initial Target: Cassini North is a U-shaped ultramafic channel located sub-parallel to the Cassini orebody. Mincor previously tested the uppermost portion of the interpreted channel from surface in 2020, resulting in multiple >1% Ni intersections. While the Cassini North channel is modelled to extend down-plunge, sub-parallel to the Cassini orebody, there has so far been no drill testing of the channel below approximately 550m from surface. Underground development at Cassini now provides excellent drill platforms to undertake systematic drill testing of the down-plunge extents of the Cassini North channel. Initial drilling is aimed at better defining Cassini North channel architecture and further resource development at Cassini. Hartley Prospect: Geological interpretation and modelling of the geophysical data at the Hartley prospect is ongoing. The main objective of this work is to develop a robust geological model and enable detailed understanding of the channel architecture, both of which, once completed, will be used to guide further exploration drilling. A moving loop electromagnetic (MLEM) program has been extended and now covers the broader prospect area. The MLEM program is expected to be competed in March 2023.お知らせ • Jan 05Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 8.747117 million.Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 8.747117 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,292,890 Price\Range: AUD 1.39Reported Earnings • Sep 01Full year 2022 earnings released: AU$0.031 loss per share (vs AU$0.031 loss in FY 2021)Full year 2022 results: AU$0.031 loss per share (vs AU$0.031 loss in FY 2021). Revenue: AU$32.4m (up AU$32.3m from FY 2021). Net loss: AU$14.7m (loss widened 9.5% from FY 2021). Over the next year, revenue is forecast to grow 492%, compared to a 87,092% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Breakeven Date Change • Apr 27Forecast breakeven date moved forward to 2022The 4 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of AU$21.7m in 2022. Earnings growth of 47% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 10Forecast breakeven date pushed back to 2023The 3 analysts covering Mincor Resources previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 5.4% to 2022. The company is expected to make a profit of AU$85.3m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.Buying Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock is up 86%. The fair value is estimated to be AU$2.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 76% per annum over the last 3 years. Earnings per share has grown by 9.7% per annum over the last 3 years.Recent Insider Transactions • Mar 04Independent Non-Executive Director recently sold AU$444k worth of stockOn the 2nd of March, Michael Bohm sold around 220k shares on-market at roughly AU$2.02 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 3 analysts covering Mincor Resources expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$20.7m in 2022. Earnings growth of 48% is required to achieve expected profit on schedule.Reported Earnings • Sep 03Full year 2021 earnings released: AU$0.031 loss per share (vs AU$0.044 loss in FY 2020)Full year 2021 results: Net loss: AU$13.4m (loss narrowed 6.0% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 05New 90-day low: AU$0.97The company is down 4.0% from its price of AU$1.02 on 04 December 2020. The Australian market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$15.21 per share.Reported Earnings • Feb 13First half 2021 earnings released: AU$0.014 loss per share (vs AU$0.024 loss in 1H 2020)First half 2021 results: Net loss: AU$5.75m (loss narrowed 18% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 04New 90-day high: AU$1.18The company is up 35% from its price of AU$0.88 on 07 October 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.70 per share.Is New 90 Day High Low • Dec 08New 90-day high: AU$1.07The company is up 19% from its price of AU$0.90 on 09 September 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$8.94 per share.Is New 90 Day High Low • Nov 19New 90-day high: AU$1.02The company is up 38% from its price of AU$0.74 on 21 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.01 per share.Is New 90 Day High Low • Oct 23New 90-day high: AU$1.00The company is up 32% from its price of AU$0.76 on 24 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.89 per share.Recent Insider Transactions • Sep 25Independent Non-Executive Director recently bought AU$358k worth of stockOn the 22nd of September, Michael Bohm bought around 400k shares on-market at roughly AU$0.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$371k more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Sep 18New 90-day high: AU$0.94The company is up 18% from its price of AU$0.79 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.02 per share.業績と収益の成長予測CHIA:MCR - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/2025366N/A16819016/30/2024332N/A14418116/30/2023101N/A-109-18112/31/202252-56-75-8N/A9/30/202242-35-74-7N/A6/30/202232-15-73-6N/A3/31/202216-18-74-11N/A12/31/20210-22-75-16N/A9/30/20210-17-60-14N/A6/30/20210-13-45-12N/A3/31/20210-13-33-13N/A12/31/20200-13-22-14N/A9/30/202011-14-19-14N/A6/30/202021-14-16-13N/A3/31/202034-15-14-9N/A12/31/201946-16-11-5N/A9/30/201944-15-10-3N/A6/30/201941-14-80N/A3/31/201928-10-9-1N/A12/31/201816-7-9-3N/A9/30/20188-6-9-3N/A6/30/2018N/A-5-9-2N/A3/31/20180-5-8-2N/A12/31/20170-5-7-2N/A9/30/20170-5-7-2N/A6/30/20170-4-7-2N/A3/31/20171-7-9-5N/A12/31/20162-9-11-7N/A9/30/201610-25N/A-9N/A6/30/201618-42N/A-11N/A3/31/201634-55N/A-8N/A12/31/201550-67N/A-6N/A9/30/201568-51N/A10N/A6/30/201586-34N/A25N/A3/31/201597-17N/A34N/A12/31/20141090N/A42N/A9/30/20141091N/A37N/A6/30/20141102N/A32N/A3/31/2014103-9N/A28N/A12/31/201396-20N/A25N/A9/30/201397-21N/A25N/A6/30/201399-22N/A25N/A3/31/2013107-12N/A32N/A12/31/2012115-2N/A40N/A9/30/2012118-1N/A40N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MCRの予測収益成長が 貯蓄率 ( 2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: MCRの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: MCRの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: MCRの収益 ( 64.6% ) Australian市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: MCRの収益 ( 64.6% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MCRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/07/27 10:39終値2023/07/20 00:00収益2022/12/31年間収益2022/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mincor Resources NL 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Richard KnightsBarrenjoey Markets Pty LimitedBradley WatsonBell PotterDylan KellyCLSA6 その他のアナリストを表示
Breakeven Date Change • Apr 01Forecast breakeven date pushed back to 2024The 5 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 30% to 2023. The company is expected to make a profit of AU$108.2m in 2024. Average annual earnings growth of 32% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 21Forecast to breakeven in 2023The 6 analysts covering Mincor Resources expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$32.2m in 2023. Earnings growth of 15% is required to achieve expected profit on schedule.
Breakeven Date Change • Apr 27Forecast breakeven date moved forward to 2022The 4 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of AU$21.7m in 2022. Earnings growth of 47% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 10Forecast breakeven date pushed back to 2023The 3 analysts covering Mincor Resources previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 5.4% to 2022. The company is expected to make a profit of AU$85.3m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.
Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 3 analysts covering Mincor Resources expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$20.7m in 2022. Earnings growth of 48% is required to achieve expected profit on schedule.
Board Change • Jul 15Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Peter Bewick was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 06+ 1 more updateMincor Resources NL Announces Board ChangesMincor Resources NL advised that further to the announcement on 5 July 2023, confirming that at close of the on-market takeover offer by Wyloo Consolidated Investments Pty Ltd. (Wyloo), Wyloo holds an interest and voting power in 92.71% of Mincor. Wyloo are proceeding to compulsory acquisition of the remaining Mincor shares under the compulsory acquisition provisions of the Corporations Act 2001 (Cth). In light of the effective change of control, Messrs John Hartman and Luca Giacovazzi have been appointed directors of the Company effective 6 July 2023, replacing Messrs Brett Lambert and Michael Bohm who have each resigned effective 6 July 2023.
Recent Insider Transactions • May 02Insider recently sold AU$1.2m worth of stockOn the 26th of April, Michael Bohm sold around 860k shares on-market at roughly AU$1.40 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$1.8m more than they bought in the last 12 months.
Breakeven Date Change • Apr 01Forecast breakeven date pushed back to 2024The 5 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 30% to 2023. The company is expected to make a profit of AU$108.2m in 2024. Average annual earnings growth of 32% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 21Forecast to breakeven in 2023The 6 analysts covering Mincor Resources expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$32.2m in 2023. Earnings growth of 15% is required to achieve expected profit on schedule.
Reported Earnings • Feb 24First half 2023 earnings released: AU$0.11 loss per share (vs AU$0.03 loss in 1H 2022)First half 2023 results: AU$0.11 loss per share (further deteriorated from AU$0.03 loss in 1H 2022). Revenue: AU$19.5m (up AU$19.5m from 1H 2022). Net loss: AU$54.7m (loss widened 295% from 1H 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • Jan 19Mincor Resources NL Announces Outstanding new high-grade intercepts at Northern OperationsMincor Resources NL reported further significant assay results from underground drilling targeting extensions of the Durkin North and LN04a orebodies within the highly prospective exploration zone at the Company's Long and Durkin North Operations at Kambalda in Western Australia. Modelling and interpretation of this new geological data has led to the interpretation of a considerably broader Long-Durkin North mineralised channel. The latest interpretation suggests that Long, LN04a and Durkin North orebodies all form part of the same, broad mineralised channel, which may have a strike extent of greater than 2.5km. The high-grade massive sulphide intersections observed within this channel resemble the typical Kambalda-type ore surfaces currently being mined at Mincor's Northern Operations. This recently defined mineralised channel is believed to represent a significant exploration opportunity for the Company and further systematic step-out drilling is planned over the current financial year to determine the potential for economic mineralisation, as well as further potential strike extensions of the Durkin North orebodies. New drilling points to a broader Long-Durkin North mineralised channel: The latest drill results indicate extensions of the Durkin North orebodies with mineralised surfaces continuing beyond the existing resources and remaining open both along strike and down-dip. In particular, the significant high-grade intercepts at Durkin North highlight the potential for strike and down-dip extensions to the west, previously untested. The Company is excited about the implications of the recently defined Long-Durkin North mineralised channel and the potential to delineate further high-grade mineralisation within areas where there has been no systematic drill testing. A significant underground drilling program will continue at the Northern Operations over the remainder of FY2023 with the focus on step-out and in-fill drilling within the recently defined Long-Durkin North mineralised channel and further grade control drilling. LN04a: The latest round of drilling has provided additional confidence in the up-dip continuity of the LN04a orebody, with multiple high-grade intercepts returned outside of the current Mineral Resource. These results further reinforce the potential of LN04a to extend beyond the original interpretation, with mineralisation remaining open along strike and, notably, up-dip. Highlights of the recent up-dip diamond drilling intercepts include: ULG-22-130 - 1.5m @ 11.8% Ni; ULG-22-120 - 5.8m @ 3.7% Ni; and ULG-22-134 - 1.4m @ 3.7% Ni. Maiden underground drill program at Cassini Mine: The Company recently announced that it had secured a third underground diamond drill rig to accelerate exploration activities at Cassini. Originally planned for later in CY2023, the arrival of an additional rig has substantially accelerated the early exploration programs at Cassini and represents the first underground exploration work to be undertaken at this new mine since development of the operation began. The new rig has commenced underground drilling at Cassini. Drilling will initially take place from existing stockpile in the main Woodall Decline, with early programs targeting the highly prospective Cassini North channel (Figure 5). Similar to the Northern Operations, the potential for resource extensions at Cassini is enhanced by the proximity to existing high-quality underground infrastructure, with Cassini offering opportunities to introduce additional near-term ore sources and materially extend mine life. Cassini North Initial Target: Cassini North is a U-shaped ultramafic channel located sub-parallel to the Cassini orebody. Mincor previously tested the uppermost portion of the interpreted channel from surface in 2020, resulting in multiple >1% Ni intersections. While the Cassini North channel is modelled to extend down-plunge, sub-parallel to the Cassini orebody, there has so far been no drill testing of the channel below approximately 550m from surface. Underground development at Cassini now provides excellent drill platforms to undertake systematic drill testing of the down-plunge extents of the Cassini North channel. Initial drilling is aimed at better defining Cassini North channel architecture and further resource development at Cassini. Hartley Prospect: Geological interpretation and modelling of the geophysical data at the Hartley prospect is ongoing. The main objective of this work is to develop a robust geological model and enable detailed understanding of the channel architecture, both of which, once completed, will be used to guide further exploration drilling. A moving loop electromagnetic (MLEM) program has been extended and now covers the broader prospect area. The MLEM program is expected to be competed in March 2023.
お知らせ • Jan 05Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 8.747117 million.Mincor Resources NL has completed a Follow-on Equity Offering in the amount of AUD 8.747117 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,292,890 Price\Range: AUD 1.39
Reported Earnings • Sep 01Full year 2022 earnings released: AU$0.031 loss per share (vs AU$0.031 loss in FY 2021)Full year 2022 results: AU$0.031 loss per share (vs AU$0.031 loss in FY 2021). Revenue: AU$32.4m (up AU$32.3m from FY 2021). Net loss: AU$14.7m (loss widened 9.5% from FY 2021). Over the next year, revenue is forecast to grow 492%, compared to a 87,092% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Breakeven Date Change • Apr 27Forecast breakeven date moved forward to 2022The 4 analysts covering Mincor Resources previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of AU$21.7m in 2022. Earnings growth of 47% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 10Forecast breakeven date pushed back to 2023The 3 analysts covering Mincor Resources previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 5.4% to 2022. The company is expected to make a profit of AU$85.3m in 2023. Average annual earnings growth of 99% is required to achieve expected profit on schedule.
Buying Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock is up 86%. The fair value is estimated to be AU$2.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 76% per annum over the last 3 years. Earnings per share has grown by 9.7% per annum over the last 3 years.
Recent Insider Transactions • Mar 04Independent Non-Executive Director recently sold AU$444k worth of stockOn the 2nd of March, Michael Bohm sold around 220k shares on-market at roughly AU$2.02 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 3 analysts covering Mincor Resources expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$20.7m in 2022. Earnings growth of 48% is required to achieve expected profit on schedule.
Reported Earnings • Sep 03Full year 2021 earnings released: AU$0.031 loss per share (vs AU$0.044 loss in FY 2020)Full year 2021 results: Net loss: AU$13.4m (loss narrowed 6.0% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 05New 90-day low: AU$0.97The company is down 4.0% from its price of AU$1.02 on 04 December 2020. The Australian market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$15.21 per share.
Reported Earnings • Feb 13First half 2021 earnings released: AU$0.014 loss per share (vs AU$0.024 loss in 1H 2020)First half 2021 results: Net loss: AU$5.75m (loss narrowed 18% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 04New 90-day high: AU$1.18The company is up 35% from its price of AU$0.88 on 07 October 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.70 per share.
Is New 90 Day High Low • Dec 08New 90-day high: AU$1.07The company is up 19% from its price of AU$0.90 on 09 September 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$8.94 per share.
Is New 90 Day High Low • Nov 19New 90-day high: AU$1.02The company is up 38% from its price of AU$0.74 on 21 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.01 per share.
Is New 90 Day High Low • Oct 23New 90-day high: AU$1.00The company is up 32% from its price of AU$0.76 on 24 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.89 per share.
Recent Insider Transactions • Sep 25Independent Non-Executive Director recently bought AU$358k worth of stockOn the 22nd of September, Michael Bohm bought around 400k shares on-market at roughly AU$0.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$371k more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Sep 18New 90-day high: AU$0.94The company is up 18% from its price of AU$0.79 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$10.02 per share.