View ValuationGrangex 将来の成長Future 基準チェック /06現在、 Grangex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18.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長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 20High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman of the Board Klas Astrom is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 27Grangex AB, Annual General Meeting, May 19, 2026Grangex AB, Annual General Meeting, May 19, 2026.お知らせ • Sep 01Grangex ABt as Announces Completion of A Definitive Feasibility Study for the Restart of Operations At the Sydvaranger MineGRANGEX AB (publ) (“Grangex” or “the Company”) announced the completion of a Definitive Feasibility Study (“DFS”) for the restart of operations at the Company’s Sydvaranger mine, located in Kirkenes, Northern Norway (the “Sydvaranger Mine”). Key highlights from the DFS include: • Pre-tax NPV8 of USD 1,552m; Pre-Tax IRR of 37.7%; • 25 years total mine life; • Total production of 63.3mt of 70% ultra-high-grade direct reduction magnetite concentrate; • Life of mine cash operating cost of USD 56.1/t of concentrate; • Phase 1 capital expenditure of USD 193.6m and Phase 2 capital expenditure of USD 223.8m. The DFS was managed by SLR Consulting (“SLR”), a Tier-1 international multidisciplinary consulting firm, and prepared according to international reporting standards. Grangex’s stated strategy is to restart production of ultra-high-grade direct reduction magnetite concentrate at the Sydvaranger Mine and to become a leading supplier to the European and global steel industries as they undergo the current ‘green steel revolution’. The currently estimated re-start of operations is in 2026 with first commercial exports in late 2026. The DFS has confirmed Sydvaranger Mine’s techno-economic feasibility to produce an ultra-high-grade direct reduction magnetite concentrate with an Fe content of 70% with low deleterious elements, with the planned processing circuit upgrades. The Sydvaranger Mine is expected to produce 63.3mt of ultra-high-grade direct reduction magnetite concentrate over its 25 year mine life. All produced concentrate will be exported from the Sydvaranger Mines’ captive existing Kirkenes port terminal. Grangex expects to reach its Final Investment Decision (“FID”) by end of 2025 for the commencement of the required construction and refurbishments at the Sydvaranger Mine to enable re-start of operations. FID remains conditional upon successful raising of the required project financing, a process which has been underway since the completion of a previously announced Preliminary Economic Assessment (“PEA”). The DFS has determined the technical, financial, and operational viability for the implementation of the Sydvaranger Mine. The DFS valuated factors such as the ore resource quality, extraction methods, infrastructure needs, environmental impacts, market dynamics process solutions and financial feasibility. Phase 1: Year 1 to Year 4 - Early restart using existing infrastructure to produce 2.5 Mtpa of ultra-high-grade direct reduction magnetite concentrate. Phase 2: Year 4 Onwards- Replace and relocate the primary crusher from Pit 1 to new location to produce 3.0mtpa to 3.5mtpa of ultra-high-grade direct reduction magnetite concentrate. Phase 1 capital expenditure for the Sydvaranger Mine has been estimated at USD 193.6m, including USD 48.3m of capitalized operating expenses and a USD 17.9m contingency. Estimates have been based on supplier quotations to within an estimated +/- 10-15% order of accuracy, reviewed and compiled by SLR. In order to establish a Kirkenes Port FOB price for the Sydvaranger Mine’s production, Grangex retained Fastmarkets, a leading global commodity price reporting agency in the metals and mining space, to conduct an independent market study to confirm the following: Forecast price for 2026 to 2045 for the 67.5% iron ore indices. Forecast Kirkenes Port FOB price for the Sydvaranger concentrate specification. The Kirkenes Port FOB price for the Sydvaranger Mine ultra-high-grade direct reduction magnetite concentrate has been forecast by Fastmarkets as USD 113/t in 2026, rising to a peak of USD150/t by 2035. The forecast for the period 2026 to 2045 has been utilized in the DFS for the financial analysis of the Sydvaranger Mine. Based on the findings of the DFS, SLR recommends that the Sydvaranger Mine proceed to the funding phase, with the expectation of commencing Phase 1 in First Quarter 2026. Sydvaranger Mine as described is economically viable, having achieved consistent profitability in the third year of operation (2029). Sydvaranger Mine is technically viable, employing widely used technologies and processes for iron ore production. Mining methods and equipment are conventional and widely used in the mining industry. There are no significant environmental issues or permits required that could materially hinder development of the Sydvaranger Mine. The product is marketable and within acceptable specifications for direct reduction smelters. There is an offtake agreement in place for 100% of the production and the concentrates are marketable. Grangex has invested in an Asset Integrity study and developed an achievable plan to construct, commission, and operate the Sydvaranger Mine for Phase 1 and through to the second phase.お知らせ • Feb 14Grangex AB, Annual General Meeting, May 20, 2025Grangex AB, Annual General Meeting, May 20, 2025. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Grangex は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:6MV - アナリストの将来予測と過去の財務データ ( )SEK 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12/31/202524-83-154-59N/A9/30/202531-88-1634N/A6/30/202529-91-1493N/A3/31/202531-135-185-47N/A12/31/202429-170-181-41N/A9/30/202428-101-152-80N/A6/30/202431-71-150-66N/A3/31/202435-52-114-31N/A12/31/202337-28-79-3N/A9/30/202331-27-82-18N/A6/30/202331-21-64-14N/A3/31/202329-9-47-7N/A12/31/202224-13-48-10N/A9/30/202223-12-45-8N/A6/30/202220-10-39-9N/A3/31/202216-11-30-7N/A12/31/202116-10-35-15N/A9/30/202119-12-26-14N/A6/30/202121-8-20-12N/A3/31/202122-8-17-13N/A12/31/202021-7-20N/A9/30/202053-15N/AN/AN/A12/31/201938-12-1-1N/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: 6MVの予測収益成長が 貯蓄率 ( 1.9% ) 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: 6MVの収益がGerman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: 6MV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: 6MVの収益がGerman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。高い収益成長: 6MVの収益が年間20%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。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: 6MV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2026/05/24 06:38終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31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Grangex AB 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。0
Board Change • May 20High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman of the Board Klas Astrom is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 27Grangex AB, Annual General Meeting, May 19, 2026Grangex AB, Annual General Meeting, May 19, 2026.
お知らせ • Sep 01Grangex ABt as Announces Completion of A Definitive Feasibility Study for the Restart of Operations At the Sydvaranger MineGRANGEX AB (publ) (“Grangex” or “the Company”) announced the completion of a Definitive Feasibility Study (“DFS”) for the restart of operations at the Company’s Sydvaranger mine, located in Kirkenes, Northern Norway (the “Sydvaranger Mine”). Key highlights from the DFS include: • Pre-tax NPV8 of USD 1,552m; Pre-Tax IRR of 37.7%; • 25 years total mine life; • Total production of 63.3mt of 70% ultra-high-grade direct reduction magnetite concentrate; • Life of mine cash operating cost of USD 56.1/t of concentrate; • Phase 1 capital expenditure of USD 193.6m and Phase 2 capital expenditure of USD 223.8m. The DFS was managed by SLR Consulting (“SLR”), a Tier-1 international multidisciplinary consulting firm, and prepared according to international reporting standards. Grangex’s stated strategy is to restart production of ultra-high-grade direct reduction magnetite concentrate at the Sydvaranger Mine and to become a leading supplier to the European and global steel industries as they undergo the current ‘green steel revolution’. The currently estimated re-start of operations is in 2026 with first commercial exports in late 2026. The DFS has confirmed Sydvaranger Mine’s techno-economic feasibility to produce an ultra-high-grade direct reduction magnetite concentrate with an Fe content of 70% with low deleterious elements, with the planned processing circuit upgrades. The Sydvaranger Mine is expected to produce 63.3mt of ultra-high-grade direct reduction magnetite concentrate over its 25 year mine life. All produced concentrate will be exported from the Sydvaranger Mines’ captive existing Kirkenes port terminal. Grangex expects to reach its Final Investment Decision (“FID”) by end of 2025 for the commencement of the required construction and refurbishments at the Sydvaranger Mine to enable re-start of operations. FID remains conditional upon successful raising of the required project financing, a process which has been underway since the completion of a previously announced Preliminary Economic Assessment (“PEA”). The DFS has determined the technical, financial, and operational viability for the implementation of the Sydvaranger Mine. The DFS valuated factors such as the ore resource quality, extraction methods, infrastructure needs, environmental impacts, market dynamics process solutions and financial feasibility. Phase 1: Year 1 to Year 4 - Early restart using existing infrastructure to produce 2.5 Mtpa of ultra-high-grade direct reduction magnetite concentrate. Phase 2: Year 4 Onwards- Replace and relocate the primary crusher from Pit 1 to new location to produce 3.0mtpa to 3.5mtpa of ultra-high-grade direct reduction magnetite concentrate. Phase 1 capital expenditure for the Sydvaranger Mine has been estimated at USD 193.6m, including USD 48.3m of capitalized operating expenses and a USD 17.9m contingency. Estimates have been based on supplier quotations to within an estimated +/- 10-15% order of accuracy, reviewed and compiled by SLR. In order to establish a Kirkenes Port FOB price for the Sydvaranger Mine’s production, Grangex retained Fastmarkets, a leading global commodity price reporting agency in the metals and mining space, to conduct an independent market study to confirm the following: Forecast price for 2026 to 2045 for the 67.5% iron ore indices. Forecast Kirkenes Port FOB price for the Sydvaranger concentrate specification. The Kirkenes Port FOB price for the Sydvaranger Mine ultra-high-grade direct reduction magnetite concentrate has been forecast by Fastmarkets as USD 113/t in 2026, rising to a peak of USD150/t by 2035. The forecast for the period 2026 to 2045 has been utilized in the DFS for the financial analysis of the Sydvaranger Mine. Based on the findings of the DFS, SLR recommends that the Sydvaranger Mine proceed to the funding phase, with the expectation of commencing Phase 1 in First Quarter 2026. Sydvaranger Mine as described is economically viable, having achieved consistent profitability in the third year of operation (2029). Sydvaranger Mine is technically viable, employing widely used technologies and processes for iron ore production. Mining methods and equipment are conventional and widely used in the mining industry. There are no significant environmental issues or permits required that could materially hinder development of the Sydvaranger Mine. The product is marketable and within acceptable specifications for direct reduction smelters. There is an offtake agreement in place for 100% of the production and the concentrates are marketable. Grangex has invested in an Asset Integrity study and developed an achievable plan to construct, commission, and operate the Sydvaranger Mine for Phase 1 and through to the second phase.
お知らせ • Feb 14Grangex AB, Annual General Meeting, May 20, 2025Grangex AB, Annual General Meeting, May 20, 2025.