Mineral Commodities（58M）株式概要ミネラル・コモディティーズ・リミテッドは、その子会社とともに鉱業・開発会社として、工業用鉱物および電池用鉱物の分野における鉱床の開発に主眼を置いて活動している。 詳細58M ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金0/6リスク分析株式の流動性は非常に低い 過去5年間で収益は年間57.3%減少しました。 過去1年間で株主の希薄化が進んだ 意味のある時価総額がありません ( €26M )すべてのリスクチェックを見る58M Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.018140.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-11m64m2016201920222025202620282031Revenue US$16.7mEarnings US$2.2mAdvancedSet Fair ValueView all narrativesFeatured narrative•Materials opportunityUpside Gold3 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.0% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative15.3kusers have viewed this narrative43users have liked this narrative1users have commented on this narrative289users have followed this narrativeRead narrativeMineral Commodities Ltd 競合他社DelignitSymbol: XTRA:DLXMarket cap: €28.1mBio-GateSymbol: DB:BIG1Market cap: €7.1mEagle Plains ResourcesSymbol: TSXV:EPLMarket cap: CA$22.5mIBC Advanced AlloysSymbol: TSXV:IBMarket cap: CA$22.5m価格と性能株価の高値、安値、推移の概要Mineral Commodities過去の株価現在の株価AU$0.01852週高値AU$0.03552週安値AU$0.014ベータ0.621ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化-78.36%5年間の変化-82.23%IPOからの変化-78.49%最新ニュースお知らせ • May 03Mineral Commodities Ltd, Annual General Meeting, May 30, 2024Mineral Commodities Ltd, Annual General Meeting, May 30, 2024, at 14:00 W. Australia Standard Time. Location: Level 9 Mia Yellagonga Tower 2, 5 Spring Street Perth Western Australia Australia Agenda: To consider Adoption of the Remuneration Report (Non-Binding); to consider Re-election of Director Russell Gordon Tipper; to consider Approval of Issue of Shares to Related Party Au Mining Ltd on Conversion of Convertible Notes; to consider Approval of Incentive Performance Rights and Options Plan; to consider Approval for issue of Shares to Gold Terrace Pty Ltd.お知らせ • Oct 11Mineral Commodities Ltd Announces Primary Drilling and Ore Production Has Recommenced at the Skaland Graphite ASMineral Commodities Ltd. advised that primary drilling and ore production has recommenced at the Skaland Graphite AS operations following a mechanical failure of the primary ore production drill rig. MRC Graphite (Norway) Pty Ltd. (a subsidiary of the Company) (‘MRCGN’) owns 100% of Skaland Graphite AS (‘Skaland’). A rental drill rig has been sourced and commissioned at Skaland to replace the primary ore production drill rig (Tamrock Data Solo 1020) that suffered in-service failure in September 2023. As previously reported, the Skaland owned rig was originally built in 2002 and is approaching the end of its useful life. Recommencement of drilling is approximately one week ahead of initial estimate of mid-October 2023. The rental drill rig, while currently operational and performing, is also an older rig and the Company is continuing to consider options to replace the current rental rig with a new or more recently built second hand unit. A decision is expected on longer term solution as part of the upcoming 2024 budget planning cycle. Now that the rental drill rig is settling into operations, ore production has recommenced and the process plant is expected to begin producing finished product in coming days. The first shipment of graphite by barge ex Skaland is expected late October /early November 2023. Business impact. The Company previously estimated a negative impact to cash flows of approximately USD 0.6 million - USD 0.9 million depending on the timing of delivery of the rental machine. A revised estimate is USD 0.6 million.お知らせ • Sep 01Mineral Commodities Ltd Appoints Scott Lowe as Chief Executive Officer, Effective 1 September 2023Mineral Commodities Ltd. has appointed Scott Lowe as Chief Executive Officer (with effect from 1 September 2023). Scott is a senior mining executive with extensive experience in the industry spanning more than 35 years in a wide range of commodities and countries. His current role is Managing Director with Firefinch Ltd. until 31 August 2023, and in recent years he has worked with South32 in Australia and as CEO of ArcelorMittal's West African mining business in Liberia. His career has included being CEO of publicly listed mining exploration and development companies and senior management positions in BHP and Peabody Pacific.お知らせ • Jul 27Mineral Commodities Ltd Announces Appointment of Scott Lowe as Chief Executive Officer with Effect from 1 September 2023Mineral Commodities Ltd. announced the appointment of Scott Lowe as Chief Executive Officer (with effect from 1 September 2023). Scott is a senior mining executive with extensive experience in the industry spanning more than 35 years in a wide range of commodities and countries. His current role is Managing Director with Firefinch Ltd. until 31 August 2023, and in recent years worked with South32 in Australia and as CEO of ArcelorMittal's West African mining business in Liberia. His career has included being CEO of publicly listed mining exploration and development companies and senior management positions in BHP and Peabody Pacific. During the course of his career, Scott has worked in a range of jurisdictions including Africa and delivered outstanding results in challenging environments including achieving record production and low costs in an open cut operation in West Africa during the pandemic and managing the start-up of new open cut and underground mines in South Africa and West Africa. Commercially, Scott is very experienced in dealing with public markets, has raised capital, and negotiated successful Joint Ventures with BHP and Glencore. Importantly, Scott has a strong track record in establishing and maintaining positive relationships with governments, communities, employees and unions as well as other external stakeholders that are essential for business success. Scott holds a post-graduate qualification in Business Management (MBA) along with tertiary qualifications in Mining Engineering, a Mine Manager's Certificate of Competency (Australia), and a Diploma in Marine Terminal Operations from King's Point Merchant Marine Academy NY USA. Adam will continue as CFO and a valued member of the Mineral Commodities executive team.お知らせ • Jan 07Mineral Commodities Ltd Announces Resignation of Jacob Deysel as Managing DirectorMineral Commodities Ltd. announced that Managing Director, Jacob Deysel has resigned for personal reasons. Jacob will remain available in an advisory capacity to continue to support the Company to execute on its vision. Adam joined the company in April 2017 and became CFO in June 2019, bringing with him nearly three decades of experience across global resource companies. MRC Chairman Brian Moller thanked Jacob for his significant contribution to the Company since 2021. Jacob laid the foundation for the company's Five Year Strategic Plan 2022-20261 and the recent Rights Issue that was strongly supported by shareholders.お知らせ • Jan 06Mineral Commodities Ltd Announces CEO ChangesMineral Commodities Ltd. announced that CEO Jacob Deysel has resigned for personal reasons. Jacob will remain available in an advisory capacity to continue to support the Company to execute on its vision. MRC's Chief Financial Officer (CFO) Adam Bick will assume the role of Interim CEO, effective 6 January 2023. Adam joined MRC in April 2017 and became CFO in June 2019, bringing with him nearly three decades of experience across global resource companies.最新情報をもっと見るRecent updatesお知らせ • May 03Mineral Commodities Ltd, Annual General Meeting, May 30, 2024Mineral Commodities Ltd, Annual General Meeting, May 30, 2024, at 14:00 W. Australia Standard Time. Location: Level 9 Mia Yellagonga Tower 2, 5 Spring Street Perth Western Australia Australia Agenda: To consider Adoption of the Remuneration Report (Non-Binding); to consider Re-election of Director Russell Gordon Tipper; to consider Approval of Issue of Shares to Related Party Au Mining Ltd on Conversion of Convertible Notes; to consider Approval of Incentive Performance Rights and Options Plan; to consider Approval for issue of Shares to Gold Terrace Pty Ltd.お知らせ • Oct 11Mineral Commodities Ltd Announces Primary Drilling and Ore Production Has Recommenced at the Skaland Graphite ASMineral Commodities Ltd. advised that primary drilling and ore production has recommenced at the Skaland Graphite AS operations following a mechanical failure of the primary ore production drill rig. MRC Graphite (Norway) Pty Ltd. (a subsidiary of the Company) (‘MRCGN’) owns 100% of Skaland Graphite AS (‘Skaland’). A rental drill rig has been sourced and commissioned at Skaland to replace the primary ore production drill rig (Tamrock Data Solo 1020) that suffered in-service failure in September 2023. As previously reported, the Skaland owned rig was originally built in 2002 and is approaching the end of its useful life. Recommencement of drilling is approximately one week ahead of initial estimate of mid-October 2023. The rental drill rig, while currently operational and performing, is also an older rig and the Company is continuing to consider options to replace the current rental rig with a new or more recently built second hand unit. A decision is expected on longer term solution as part of the upcoming 2024 budget planning cycle. Now that the rental drill rig is settling into operations, ore production has recommenced and the process plant is expected to begin producing finished product in coming days. The first shipment of graphite by barge ex Skaland is expected late October /early November 2023. Business impact. The Company previously estimated a negative impact to cash flows of approximately USD 0.6 million - USD 0.9 million depending on the timing of delivery of the rental machine. A revised estimate is USD 0.6 million.お知らせ • Sep 01Mineral Commodities Ltd Appoints Scott Lowe as Chief Executive Officer, Effective 1 September 2023Mineral Commodities Ltd. has appointed Scott Lowe as Chief Executive Officer (with effect from 1 September 2023). Scott is a senior mining executive with extensive experience in the industry spanning more than 35 years in a wide range of commodities and countries. His current role is Managing Director with Firefinch Ltd. until 31 August 2023, and in recent years he has worked with South32 in Australia and as CEO of ArcelorMittal's West African mining business in Liberia. His career has included being CEO of publicly listed mining exploration and development companies and senior management positions in BHP and Peabody Pacific.お知らせ • Jul 27Mineral Commodities Ltd Announces Appointment of Scott Lowe as Chief Executive Officer with Effect from 1 September 2023Mineral Commodities Ltd. announced the appointment of Scott Lowe as Chief Executive Officer (with effect from 1 September 2023). Scott is a senior mining executive with extensive experience in the industry spanning more than 35 years in a wide range of commodities and countries. His current role is Managing Director with Firefinch Ltd. until 31 August 2023, and in recent years worked with South32 in Australia and as CEO of ArcelorMittal's West African mining business in Liberia. His career has included being CEO of publicly listed mining exploration and development companies and senior management positions in BHP and Peabody Pacific. During the course of his career, Scott has worked in a range of jurisdictions including Africa and delivered outstanding results in challenging environments including achieving record production and low costs in an open cut operation in West Africa during the pandemic and managing the start-up of new open cut and underground mines in South Africa and West Africa. Commercially, Scott is very experienced in dealing with public markets, has raised capital, and negotiated successful Joint Ventures with BHP and Glencore. Importantly, Scott has a strong track record in establishing and maintaining positive relationships with governments, communities, employees and unions as well as other external stakeholders that are essential for business success. Scott holds a post-graduate qualification in Business Management (MBA) along with tertiary qualifications in Mining Engineering, a Mine Manager's Certificate of Competency (Australia), and a Diploma in Marine Terminal Operations from King's Point Merchant Marine Academy NY USA. Adam will continue as CFO and a valued member of the Mineral Commodities executive team.お知らせ • Jan 07Mineral Commodities Ltd Announces Resignation of Jacob Deysel as Managing DirectorMineral Commodities Ltd. announced that Managing Director, Jacob Deysel has resigned for personal reasons. Jacob will remain available in an advisory capacity to continue to support the Company to execute on its vision. Adam joined the company in April 2017 and became CFO in June 2019, bringing with him nearly three decades of experience across global resource companies. MRC Chairman Brian Moller thanked Jacob for his significant contribution to the Company since 2021. Jacob laid the foundation for the company's Five Year Strategic Plan 2022-20261 and the recent Rights Issue that was strongly supported by shareholders.お知らせ • Jan 06Mineral Commodities Ltd Announces CEO ChangesMineral Commodities Ltd. announced that CEO Jacob Deysel has resigned for personal reasons. Jacob will remain available in an advisory capacity to continue to support the Company to execute on its vision. MRC's Chief Financial Officer (CFO) Adam Bick will assume the role of Interim CEO, effective 6 January 2023. Adam joined MRC in April 2017 and became CFO in June 2019, bringing with him nearly three decades of experience across global resource companies.Board Change • Dec 08Less 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 Acting Chairman Russell Tipper 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.Board Change • Oct 25Less 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 Acting Chairman Russell Tipper 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.Reported Earnings • Sep 01First half 2022 earnings released: US$0.009 loss per share (vs US$0.002 profit in 1H 2021)First half 2022 results: US$0.009 loss per share (down from US$0.002 profit in 1H 2021). Revenue: US$25.9m (up 8.9% from 1H 2021). Net loss: US$4.26m (down US$5.11m from profit in 1H 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.Board Change • Aug 09Less 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 Acting Chairman Russell Tipper 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.Board Change • Apr 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Acting Chairman Russell Tipper was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Apr 11Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Acting Chairman Russell Tipper was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Feb 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$0.008 loss per share (down from US$0.032 profit in FY 2020). Revenue: US$50.5m (down 21% from FY 2020). Net loss: US$3.31m (down 123% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Board Change • Jan 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Nov 20High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Chairman David Baker was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Sep 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Chairman David Baker was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Executive Departure • Sep 15Non-Executive Director & Company Secretary Peter Torre has left the companyOn the 13th of September, Peter Torre's tenure as Non-Executive Director & Company Secretary ended after 15.2 years in the role. As of June 2021, Peter still personally held 1.63m shares (€242k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.Board Change • Sep 10Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (4 non-independent directors). Non-Executive Director & Company Secretary Peter Torre is the most experienced director on the board, commencing their role in 2010. Independent Non-Executive Chairman David Baker was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Feb 28Full year 2020 earnings released: EPS US$0.032 (vs US$0.019 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$63.5m (up 2.9% from FY 2019). Net income: US$14.2m (up 81% from FY 2019). Profit margin: 22% (up from 13% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Jan 19New 90-day high: €0.27The company is up 39% from its price of €0.20 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 52% over the same period.Is New 90 Day High Low • Dec 28New 90-day high: €0.25The company is up 34% from its price of €0.19 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 44% over the same period.Is New 90 Day High Low • Nov 27New 90-day high: €0.23The company is up 60% from its price of €0.14 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 3.0% over the same period.Recent Insider Transactions • Nov 07Independent Non-Executive Chairman recently bought €50k worth of stockOn the 5th of November, David Baker bought around 250k shares on-market at roughly €0.20 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Is New 90 Day High Low • Oct 12New 90-day high: €0.22The company is up 69% from its price of €0.13 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 4.0% over the same period.Is New 90 Day High Low • Sep 19New 90-day high: €0.21The company is up 75% from its price of €0.12 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 16% over the same period.株主還元58MDE Metals and MiningDE 市場7D0%3.9%-0.02%1Yn/a61.4%0.1%株主還元を見る業界別リターン: 58MがGerman Metals and Mining業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 58M German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 58M's price volatile compared to industry and market?58M volatility58M Average Weekly Movementn/aMetals and Mining Industry Average Movement10.5%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.6%安定した株価: 58M 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 過去 1 年間の58Mのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1970n/aScott Lowewww.mineralcommodities.comミネラル・コモディティーズ・リミテッドは、その子会社とともに、工業用鉱物と電池用鉱物の分野における鉱床開発に主眼を置いた鉱山開発会社として事業を展開している。同社は、ミネラルサンドの採掘と生産、ミネラルサンドの探鉱、グラファイトの採掘と生産、探鉱活動の各セグメントを通じて事業を展開している。同社は、イルメナイト、ジルコン・ルチル、ガーネット精鉱、磁鉄鉱、サファイア、ダイヤモンド、スタウロライトなどの鉱物砂鉱床を生産している。同社は黒鉛精鉱の生産にも携わっている。さらに、南アフリカの西ケープ州に位置するトルミン・ミネラルサンド・プロジェクト、南アフリカの東ケープ州に位置するゾロベニ・ミネラルサンド・プロジェクト、ノルウェー北部、セニャ島に位置するスカランド黒鉛事業、西オーストラリア州グレート・サザン地域に位置するマングリナップ黒鉛プロジェクトの権益を保有している。同社は1970年に法人化され、オーストラリアのベルモントに本社を置いている。もっと見るMineral Commodities Ltd 基礎のまとめMineral Commodities の収益と売上を時価総額と比較するとどうか。58M 基礎統計学時価総額€15.72m収益（TTM）-€9.15m売上高(TTM)€26.27m0.6xP/Sレシオ-1.7xPER（株価収益率58M は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計58M 損益計算書（TTM）収益US$28.57m売上原価US$30.48m売上総利益-US$1.90mその他の費用US$8.05m収益-US$9.95m直近の収益報告Dec 31, 2023次回決算日該当なし一株当たり利益（EPS）-0.01グロス・マージン-6.66%純利益率-34.83%有利子負債／自己資本比率12.3%58M の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/07/20 21:36終値2024/04/22 00:00収益2023/12/31年間収益2023/12/31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Mineral Commodities Ltd 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Michael BentleyMST Financial Services Pty Limited
Featured narrative•Materials opportunityUpside Gold3 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.0% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative15.3kusers have viewed this narrative43users have liked this narrative1users have commented on this narrative289users have followed this narrativeRead narrative
お知らせ • May 03Mineral Commodities Ltd, Annual General Meeting, May 30, 2024Mineral Commodities Ltd, Annual General Meeting, May 30, 2024, at 14:00 W. Australia Standard Time. Location: Level 9 Mia Yellagonga Tower 2, 5 Spring Street Perth Western Australia Australia Agenda: To consider Adoption of the Remuneration Report (Non-Binding); to consider Re-election of Director Russell Gordon Tipper; to consider Approval of Issue of Shares to Related Party Au Mining Ltd on Conversion of Convertible Notes; to consider Approval of Incentive Performance Rights and Options Plan; to consider Approval for issue of Shares to Gold Terrace Pty Ltd.
お知らせ • Oct 11Mineral Commodities Ltd Announces Primary Drilling and Ore Production Has Recommenced at the Skaland Graphite ASMineral Commodities Ltd. advised that primary drilling and ore production has recommenced at the Skaland Graphite AS operations following a mechanical failure of the primary ore production drill rig. MRC Graphite (Norway) Pty Ltd. (a subsidiary of the Company) (‘MRCGN’) owns 100% of Skaland Graphite AS (‘Skaland’). A rental drill rig has been sourced and commissioned at Skaland to replace the primary ore production drill rig (Tamrock Data Solo 1020) that suffered in-service failure in September 2023. As previously reported, the Skaland owned rig was originally built in 2002 and is approaching the end of its useful life. Recommencement of drilling is approximately one week ahead of initial estimate of mid-October 2023. The rental drill rig, while currently operational and performing, is also an older rig and the Company is continuing to consider options to replace the current rental rig with a new or more recently built second hand unit. A decision is expected on longer term solution as part of the upcoming 2024 budget planning cycle. Now that the rental drill rig is settling into operations, ore production has recommenced and the process plant is expected to begin producing finished product in coming days. The first shipment of graphite by barge ex Skaland is expected late October /early November 2023. Business impact. The Company previously estimated a negative impact to cash flows of approximately USD 0.6 million - USD 0.9 million depending on the timing of delivery of the rental machine. A revised estimate is USD 0.6 million.
お知らせ • Sep 01Mineral Commodities Ltd Appoints Scott Lowe as Chief Executive Officer, Effective 1 September 2023Mineral Commodities Ltd. has appointed Scott Lowe as Chief Executive Officer (with effect from 1 September 2023). Scott is a senior mining executive with extensive experience in the industry spanning more than 35 years in a wide range of commodities and countries. His current role is Managing Director with Firefinch Ltd. until 31 August 2023, and in recent years he has worked with South32 in Australia and as CEO of ArcelorMittal's West African mining business in Liberia. His career has included being CEO of publicly listed mining exploration and development companies and senior management positions in BHP and Peabody Pacific.
お知らせ • Jul 27Mineral Commodities Ltd Announces Appointment of Scott Lowe as Chief Executive Officer with Effect from 1 September 2023Mineral Commodities Ltd. announced the appointment of Scott Lowe as Chief Executive Officer (with effect from 1 September 2023). Scott is a senior mining executive with extensive experience in the industry spanning more than 35 years in a wide range of commodities and countries. His current role is Managing Director with Firefinch Ltd. until 31 August 2023, and in recent years worked with South32 in Australia and as CEO of ArcelorMittal's West African mining business in Liberia. His career has included being CEO of publicly listed mining exploration and development companies and senior management positions in BHP and Peabody Pacific. During the course of his career, Scott has worked in a range of jurisdictions including Africa and delivered outstanding results in challenging environments including achieving record production and low costs in an open cut operation in West Africa during the pandemic and managing the start-up of new open cut and underground mines in South Africa and West Africa. Commercially, Scott is very experienced in dealing with public markets, has raised capital, and negotiated successful Joint Ventures with BHP and Glencore. Importantly, Scott has a strong track record in establishing and maintaining positive relationships with governments, communities, employees and unions as well as other external stakeholders that are essential for business success. Scott holds a post-graduate qualification in Business Management (MBA) along with tertiary qualifications in Mining Engineering, a Mine Manager's Certificate of Competency (Australia), and a Diploma in Marine Terminal Operations from King's Point Merchant Marine Academy NY USA. Adam will continue as CFO and a valued member of the Mineral Commodities executive team.
お知らせ • Jan 07Mineral Commodities Ltd Announces Resignation of Jacob Deysel as Managing DirectorMineral Commodities Ltd. announced that Managing Director, Jacob Deysel has resigned for personal reasons. Jacob will remain available in an advisory capacity to continue to support the Company to execute on its vision. Adam joined the company in April 2017 and became CFO in June 2019, bringing with him nearly three decades of experience across global resource companies. MRC Chairman Brian Moller thanked Jacob for his significant contribution to the Company since 2021. Jacob laid the foundation for the company's Five Year Strategic Plan 2022-20261 and the recent Rights Issue that was strongly supported by shareholders.
お知らせ • Jan 06Mineral Commodities Ltd Announces CEO ChangesMineral Commodities Ltd. announced that CEO Jacob Deysel has resigned for personal reasons. Jacob will remain available in an advisory capacity to continue to support the Company to execute on its vision. MRC's Chief Financial Officer (CFO) Adam Bick will assume the role of Interim CEO, effective 6 January 2023. Adam joined MRC in April 2017 and became CFO in June 2019, bringing with him nearly three decades of experience across global resource companies.
お知らせ • May 03Mineral Commodities Ltd, Annual General Meeting, May 30, 2024Mineral Commodities Ltd, Annual General Meeting, May 30, 2024, at 14:00 W. Australia Standard Time. Location: Level 9 Mia Yellagonga Tower 2, 5 Spring Street Perth Western Australia Australia Agenda: To consider Adoption of the Remuneration Report (Non-Binding); to consider Re-election of Director Russell Gordon Tipper; to consider Approval of Issue of Shares to Related Party Au Mining Ltd on Conversion of Convertible Notes; to consider Approval of Incentive Performance Rights and Options Plan; to consider Approval for issue of Shares to Gold Terrace Pty Ltd.
お知らせ • Oct 11Mineral Commodities Ltd Announces Primary Drilling and Ore Production Has Recommenced at the Skaland Graphite ASMineral Commodities Ltd. advised that primary drilling and ore production has recommenced at the Skaland Graphite AS operations following a mechanical failure of the primary ore production drill rig. MRC Graphite (Norway) Pty Ltd. (a subsidiary of the Company) (‘MRCGN’) owns 100% of Skaland Graphite AS (‘Skaland’). A rental drill rig has been sourced and commissioned at Skaland to replace the primary ore production drill rig (Tamrock Data Solo 1020) that suffered in-service failure in September 2023. As previously reported, the Skaland owned rig was originally built in 2002 and is approaching the end of its useful life. Recommencement of drilling is approximately one week ahead of initial estimate of mid-October 2023. The rental drill rig, while currently operational and performing, is also an older rig and the Company is continuing to consider options to replace the current rental rig with a new or more recently built second hand unit. A decision is expected on longer term solution as part of the upcoming 2024 budget planning cycle. Now that the rental drill rig is settling into operations, ore production has recommenced and the process plant is expected to begin producing finished product in coming days. The first shipment of graphite by barge ex Skaland is expected late October /early November 2023. Business impact. The Company previously estimated a negative impact to cash flows of approximately USD 0.6 million - USD 0.9 million depending on the timing of delivery of the rental machine. A revised estimate is USD 0.6 million.
お知らせ • Sep 01Mineral Commodities Ltd Appoints Scott Lowe as Chief Executive Officer, Effective 1 September 2023Mineral Commodities Ltd. has appointed Scott Lowe as Chief Executive Officer (with effect from 1 September 2023). Scott is a senior mining executive with extensive experience in the industry spanning more than 35 years in a wide range of commodities and countries. His current role is Managing Director with Firefinch Ltd. until 31 August 2023, and in recent years he has worked with South32 in Australia and as CEO of ArcelorMittal's West African mining business in Liberia. His career has included being CEO of publicly listed mining exploration and development companies and senior management positions in BHP and Peabody Pacific.
お知らせ • Jul 27Mineral Commodities Ltd Announces Appointment of Scott Lowe as Chief Executive Officer with Effect from 1 September 2023Mineral Commodities Ltd. announced the appointment of Scott Lowe as Chief Executive Officer (with effect from 1 September 2023). Scott is a senior mining executive with extensive experience in the industry spanning more than 35 years in a wide range of commodities and countries. His current role is Managing Director with Firefinch Ltd. until 31 August 2023, and in recent years worked with South32 in Australia and as CEO of ArcelorMittal's West African mining business in Liberia. His career has included being CEO of publicly listed mining exploration and development companies and senior management positions in BHP and Peabody Pacific. During the course of his career, Scott has worked in a range of jurisdictions including Africa and delivered outstanding results in challenging environments including achieving record production and low costs in an open cut operation in West Africa during the pandemic and managing the start-up of new open cut and underground mines in South Africa and West Africa. Commercially, Scott is very experienced in dealing with public markets, has raised capital, and negotiated successful Joint Ventures with BHP and Glencore. Importantly, Scott has a strong track record in establishing and maintaining positive relationships with governments, communities, employees and unions as well as other external stakeholders that are essential for business success. Scott holds a post-graduate qualification in Business Management (MBA) along with tertiary qualifications in Mining Engineering, a Mine Manager's Certificate of Competency (Australia), and a Diploma in Marine Terminal Operations from King's Point Merchant Marine Academy NY USA. Adam will continue as CFO and a valued member of the Mineral Commodities executive team.
お知らせ • Jan 07Mineral Commodities Ltd Announces Resignation of Jacob Deysel as Managing DirectorMineral Commodities Ltd. announced that Managing Director, Jacob Deysel has resigned for personal reasons. Jacob will remain available in an advisory capacity to continue to support the Company to execute on its vision. Adam joined the company in April 2017 and became CFO in June 2019, bringing with him nearly three decades of experience across global resource companies. MRC Chairman Brian Moller thanked Jacob for his significant contribution to the Company since 2021. Jacob laid the foundation for the company's Five Year Strategic Plan 2022-20261 and the recent Rights Issue that was strongly supported by shareholders.
お知らせ • Jan 06Mineral Commodities Ltd Announces CEO ChangesMineral Commodities Ltd. announced that CEO Jacob Deysel has resigned for personal reasons. Jacob will remain available in an advisory capacity to continue to support the Company to execute on its vision. MRC's Chief Financial Officer (CFO) Adam Bick will assume the role of Interim CEO, effective 6 January 2023. Adam joined MRC in April 2017 and became CFO in June 2019, bringing with him nearly three decades of experience across global resource companies.
Board Change • Dec 08Less 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 Acting Chairman Russell Tipper 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.
Board Change • Oct 25Less 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 Acting Chairman Russell Tipper 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.
Reported Earnings • Sep 01First half 2022 earnings released: US$0.009 loss per share (vs US$0.002 profit in 1H 2021)First half 2022 results: US$0.009 loss per share (down from US$0.002 profit in 1H 2021). Revenue: US$25.9m (up 8.9% from 1H 2021). Net loss: US$4.26m (down US$5.11m from profit in 1H 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
Board Change • Aug 09Less 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 Acting Chairman Russell Tipper 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.
Board Change • Apr 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Acting Chairman Russell Tipper was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Apr 11Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Acting Chairman Russell Tipper was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Feb 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$0.008 loss per share (down from US$0.032 profit in FY 2020). Revenue: US$50.5m (down 21% from FY 2020). Net loss: US$3.31m (down 123% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Board Change • Jan 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Nov 20High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Chairman David Baker was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Sep 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Debbie Ntombela is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Chairman David Baker was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Executive Departure • Sep 15Non-Executive Director & Company Secretary Peter Torre has left the companyOn the 13th of September, Peter Torre's tenure as Non-Executive Director & Company Secretary ended after 15.2 years in the role. As of June 2021, Peter still personally held 1.63m shares (€242k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.
Board Change • Sep 10Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (4 non-independent directors). Non-Executive Director & Company Secretary Peter Torre is the most experienced director on the board, commencing their role in 2010. Independent Non-Executive Chairman David Baker was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Feb 28Full year 2020 earnings released: EPS US$0.032 (vs US$0.019 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$63.5m (up 2.9% from FY 2019). Net income: US$14.2m (up 81% from FY 2019). Profit margin: 22% (up from 13% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Jan 19New 90-day high: €0.27The company is up 39% from its price of €0.20 on 21 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 52% over the same period.
Is New 90 Day High Low • Dec 28New 90-day high: €0.25The company is up 34% from its price of €0.19 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 44% over the same period.
Is New 90 Day High Low • Nov 27New 90-day high: €0.23The company is up 60% from its price of €0.14 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 3.0% over the same period.
Recent Insider Transactions • Nov 07Independent Non-Executive Chairman recently bought €50k worth of stockOn the 5th of November, David Baker bought around 250k shares on-market at roughly €0.20 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Is New 90 Day High Low • Oct 12New 90-day high: €0.22The company is up 69% from its price of €0.13 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Sep 19New 90-day high: €0.21The company is up 75% from its price of €0.12 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 16% over the same period.
