View ValuationBCI Minerals 将来の成長Future 基準チェック /56BCI Minerals利益と収益がそれぞれ年間47.3%と51.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.9% 46.1%なると予測されています。主要情報47.3%収益成長率46.05%EPS成長率Metals and Mining 収益成長13.9%収益成長率51.8%将来の株主資本利益率12.92%アナリストカバレッジLow最終更新日19 Aug 2026今後の成長に関する最新情報Breakeven Date Change • Jun 30Forecast to breakeven in 2029The 2 analysts covering BCI Minerals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$121.0m in 2029. Average annual earnings growth of 48% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesReported Earnings • Aug 19Full year 2026 earnings released: EPS: AU$0.008 (vs AU$0.021 loss in FY 2025)Full year 2026 results: EPS: AU$0.008 (up from AU$0.021 loss in FY 2025). Net income: AU$19.4m (up AU$79.6m from FY 2025). Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Breakeven Date Change • Jun 30Forecast to breakeven in 2029The 2 analysts covering BCI Minerals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$121.0m in 2029. Average annual earnings growth of 48% is required to achieve expected profit on schedule.New Risk • Jun 25New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$384m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$384m free cash flow). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Revenue is less than US$5m (AU$3.8m revenue, or US$2.6m).お知らせ • Jun 18BCI Minerals Limited to Report Q4, 2026 Results on Jul 20, 2026BCI Minerals Limited announced that they will report Q4, 2026 results on Jul 20, 2026Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Non-Executive Director Gabrielle Bell was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 21BCI Minerals Limited to Report Q3, 2026 Results on Apr 28, 2026BCI Minerals Limited announced that they will report Q3, 2026 results on Apr 28, 2026お知らせ • Jan 14+ 1 more updateBCI Minerals Limited to Report Q2, 2026 Results on Feb 24, 2026BCI Minerals Limited announced that they will report Q2, 2026 results on Feb 24, 2026お知らせ • Aug 27BCI Minerals Limited, Annual General Meeting, Nov 21, 2025BCI Minerals Limited, Annual General Meeting, Nov 21, 2025. Location: level 9, mia yellagonga tower 2, 5 spring street, perth, western australia Australiaお知らせ • Feb 17BCI Minerals Limited to Report Q3, 2025 Results on Apr 29, 2025BCI Minerals Limited announced that they will report Q3, 2025 results on Apr 29, 2025お知らせ • Jan 21+ 4 more updatesBCI Minerals Limited to Report Q2, 2025 Results on Jan 29, 2025BCI Minerals Limited announced that they will report Q2, 2025 results on Jan 29, 2025お知らせ • Jan 20BCI Minerals Limited Announces Change of Company SecretaryBCI Minerals Limited announced that Robert Mancini, Chief Legal and Commercial Officer, has been appointed Company Secretary effective 20 January 2025. Mr. Mancini has more than 20 years of experience leading legal, governance and commercial functions across the resources, construction and oil and gas industries in Australia and internationally. He has a proven track record of providing strategic advice, ensuring corporate governance excellence in large-scale mergers and acquisitions, and leading the commercial approach in significant infrastructure projects and operations. Most recently, Mr. Mancini played a pivotal role in the acquisition of OZ Minerals by BHP, where he led the legal strategy throughout the transaction. Mr. Mancini has held senior roles at BHP, OZ Minerals, Forge Group, UGL Resources, and Clough Limited. He holds a Bachelor of Commerce (Economics & Finance), a Bachelor of Laws and was admitted to the Supreme Court of Western Australia in 1997 and the High Court of Australia in 1999. In accordance with ASX Listing Rule 12.6, Mr. Mancini is now responsible for communication with the ASX in relation to Listing Rule matters. In accordance with ASX Listing Rule 3.16.1, the company announced that Stephanie Majteles has resigned as Company Secretary.お知らせ • Oct 11BCI Minerals Limited Announces Resignation of Garret Dixon from the Board of DirectorsBCI Minerals Limited announced it has accepted the resignation of Mr. Garret Dixon from the Board of Directors.New Risk • Aug 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$49m Forecast net loss in 2 years: AU$32m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (138% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$32m net loss in 2 years).お知らせ • Aug 23BCI Minerals Limited to Report Fiscal Year 2024 Results on Aug 23, 2024BCI Minerals Limited announced that they will report fiscal year 2024 results on Aug 23, 2024Recent Insider Transactions • Jun 25Independent Non-Executive Director recently bought €56k worth of stockOn the 18th of June, Richard Court bought around 400k shares on-market at roughly €0.14 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €98k more in shares than they have sold in the last 12 months.New Risk • Apr 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 78% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 78% per year for the foreseeable future. High level of non-cash earnings (50% accrual ratio). Shareholders have been substantially diluted in the past year (138% increase in shares outstanding).お知らせ • Apr 02BCI Minerals Limited to Report Q1, 2025 Results on Oct 31, 2024BCI Minerals Limited announced that they will report Q1, 2025 results on Oct 31, 2024お知らせ • Mar 21BCI Minerals Limited has completed a Follow-on Equity Offering in the amount of AUD 315.000979 million.BCI Minerals Limited has completed a Follow-on Equity Offering in the amount of AUD 315.000979 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 456,336,138 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 190,000,000 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 49,999,311 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 563,668,463 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Transaction Features: Rights Offering; Subsequent Direct ListingReported Earnings • Feb 26First half 2024 earnings released: AU$0.001 loss per share (vs AU$0.003 profit in 1H 2023)First half 2024 results: AU$0.001 loss per share (down from AU$0.003 profit in 1H 2023). Revenue: AU$44.1m (up 153% from 1H 2023). Net loss: AU$742.0k (down 123% from profit in 1H 2023). Revenue is forecast to grow 45% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 14BCI Minerals Limited, Annual General Meeting, Mar 14, 2024BCI Minerals Limited, Annual General Meeting, Mar 14, 2024, at 10:00 W. Australia Standard Time. Location: Level 2, 1 Altona Street West Perth Western Australia Australia Agenda: To consider the ratification of issue of shares pursuant to tranche 1 of the placement; to consider the issue of shares pursuant to tranche 2 of the placement to investors; to consider the issue of shares to Ms Miriam Stanborough AM under Tranche 2 of the Placement; and to consider the other resolutions.お知らせ • Feb 01+ 1 more updateBCI Minerals Limited has filed a Follow-on Equity Offering in the amount of AUD 255 million.BCI Minerals Limited has filed a Follow-on Equity Offering in the amount of AUD 255 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,020,000,000 Price\Range: AUD 0.25 Discount Per Security: AUD 0.010875 Transaction Features: Rights Offeringお知らせ • Jan 15+ 3 more updatesBCI Minerals Limited to Report Fiscal Year 2024 Results on Oct 31, 2024BCI Minerals Limited announced that they will report fiscal year 2024 results on Oct 31, 2024お知らせ • Dec 04BCI Minerals Limited Announces Chief Financial Officer ChangesBCI Minerals Limited (BCI or the Company) announced the appointment of Steve Fewster as Chief Financial Officer of the Company, effective December 4, 2023, who will take over from Ms. Kerryl Bradshaw. Steve has been the CFO of a number of listed and large private companies. As CFO, Steve has been responsible for delivering strategic financial leadership. He has extensive experience in capital management and delivering business transformation and growth. Steve has also been involved in the resources sector for over 20 years in both financial and operational roles.お知らせ • Oct 20BCI Minerals Limited announced that it expects to receive AUD 25 million in funding from Ryder Investment Management Pty LimitedBCI Minerals Limited announced that it has entered into agreements of convertible notes for the gross proceeds of AUD 25,000,000 on October 19, 2023. The transaction will include participation from returning investor, Ryder Capital Limited, a fund managed by, Ryder Investment Management Pty Limited. The notes will be convertible into an ordinary share in the company an initial conversion price of AUD 0.43 and has a a floor price of AUD 0.18. The notes will have an interest at 10.0% per annum, increasing to 13.0% per annum from 31 January 2024, and will be capitalized quarterly and added to the face value of the Notes. The notes will be matured on February 29, 2024.お知らせ • Sep 07+ 1 more updateBCI Minerals Limited to Report Q1, 2024 Results on Oct 31, 2023BCI Minerals Limited announced that they will report Q1, 2024 results on Oct 31, 2023Reported Earnings • Aug 20Full year 2023 earnings released: EPS: AU$0.008 (vs AU$0.017 loss in FY 2022)Full year 2023 results: EPS: AU$0.008 (up from AU$0.017 loss in FY 2022). Revenue: AU$61.0m (down 6.5% from FY 2022). Net income: AU$9.38m (up AU$24.9m from FY 2022). Profit margin: 15% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to decline by 16% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Aug 19BCI Minerals Limited, Annual General Meeting, Nov 22, 2023BCI Minerals Limited, Annual General Meeting, Nov 22, 2023, at 14:00 W. Australia Standard Time. Location: Level 9, Mia Yellagonga Tower 2 5 Spring Street, Perth, Western Australia Perth Australiaお知らせ • Jul 06BCI Minerals Limited announced that it expects to receive AUD 100 million in funding from PT Indonesia Asahan Aluminium (Persero)BCI Minerals Limited announced a private placement to raise up to AUD 100 million in a round of funding on July 4, 2023. The company will issue common shares in the transaction. The transaction will include participation from new investor, PT Indonesia Asahan Aluminium (Persero). The parties currently anticipate negotiations to complete in Q3/Q4 of CY 2023.お知らせ • Jun 30BCI Minerals Limited Announces Resignation of Susan Park as Company SecretaryBCI Minerals Limited announced that Ms Susan Park is stepping down as Company Secretary of BCI. Ms Stephanie Majteles, currently Joint Company Secretary and General Counsel, will assume the role of sole Company Secretary effective 1 July 2023 and will continue in her role as General Counsel of BCI.お知らせ • Jan 18BCI Minerals Limited Announces Board ChangesBCI Minerals Limited announced that Ms Gabrielle Bell has been appointed to the BCI Board as a Non-Executive Director. As announced to ASX on 30 September 2022, the Company has agreed that whilst AustralianSuper Pty Ltd. as trustee for AustralianSuper (AustralianSuper) continues to hold more than 14.5% of the Company's issued shares, AustralianSuper may appoint a nominee to the BCI Board. AustralianSuper currently holds approximately 14.8% of the Company's issued shares, and has nominated Gabrielle Bell as a director to the BCI Board. Gabrielle Bell is a corporate lawyer and company director, with broad experience working in Australia and South-East Asia. Ms Bell utilises her corporate governance, risk identification and legal transaction skills as a non-executive director in the Australian property sector and the Victorian water sector, and has previously held director roles in the Australian superannuation and public transport sectors. Gabrielle has degrees in Law and Chemical Engineering, is a graduate of the Australian Institute of Company Directors, and has a special interest in occupational health and safety and climate change issues. Ms Bell is currently a non-executive director of South East Water Corporation, the chair of iota Services Pty Ltdcand a non-executive director of Aware Real Estate Management Pty Ltd. BCI also advises that it has accepted the resignation of Mr. Michael Blakiston from the BCI Board.Board Change • Dec 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director David Boshoff was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 31BCI Minerals Limited to Report First Half, 2023 Results on Mar 16, 2023BCI Minerals Limited announced that they will report first half, 2023 results on Mar 16, 2023Reported Earnings • Aug 26Full year 2022 earnings released: AU$0.017 loss per share (vs AU$0.04 profit in FY 2021)Full year 2022 results: AU$0.017 loss per share (down from AU$0.04 profit in FY 2021). Revenue: AU$65.2m (down 59% from FY 2021). Net loss: AU$15.5m (down 171% from profit in FY 2021). Over the next year, revenue is expected to shrink by 37% compared to a 4.3% growth forecast for the Metals and Mining industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Aug 20+ 1 more updateBCI Minerals Limited to Report Q2, 2023 Results on Jan 31, 2023BCI Minerals Limited announced that they will report Q2, 2023 results on Jan 31, 2023Reported Earnings • Feb 28First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.009 loss per share (down from AU$0 in 1H 2021). Revenue: AU$34.1m (down 36% from 1H 2021). Net loss: AU$5.51m (down AU$5.54m from profit in 1H 2021). Revenue missed analyst estimates by 4.5%. Over the next year, revenue is expected to shrink by 46% compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Sep 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 11Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 21Full year 2021 earnings released: EPS AU$0.04 (vs AU$0.001 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$160.2m (up 109% from FY 2020). Net income: AU$22.0m (up AU$21.6m from FY 2020). Profit margin: 14% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 12New 90-day high: €0.22The company is up 46% from its price of €0.15 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 61% over the same period.Is New 90 Day High Low • Dec 30New 90-day high: €0.20The company is up 42% from its price of €0.14 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 45% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.業績と収益の成長予測DB:BC3 - 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6/30/20293739813215016/30/2028286-34-101726/30/202760-151-174-5326/30/2026619-2981N/A3/31/20265-27-3411N/A12/31/20254-73-3841N/A9/30/20255-67-398-4N/A6/30/20256-60-413-9N/A3/31/202511-55-3761N/A12/31/202413-50-339-5N/A9/30/202411-50-286-2N/A6/30/20249-49-2332N/A12/31/2023-17-44-196-18N/A9/30/2023-9-32-214-10N/A6/30/2023N/A-19-231-2N/A3/31/2023551-2322N/A12/31/202249-7-2336N/A9/30/202257-11-16823N/A6/30/202265-15-10340N/A3/31/20221030-5147N/A12/31/202114116155N/A9/30/202115119-332N/A6/30/202116022-89N/A3/31/202112513-113N/A12/31/2020905-14-3N/A9/30/2020832-81N/A6/30/2020770-34N/A3/31/202075-3N/A2N/A12/31/201974-7N/A0N/A9/30/2019643N/A-3N/A6/30/20195413N/A-6N/A3/31/2019459N/A-7N/A12/31/2018365N/A-9N/A9/30/201835-6N/A-10N/A6/30/201833-17N/A-12N/A12/31/201745-7N/A1N/A9/30/2017540N/A6N/A6/30/2017637N/A12N/A12/31/201657-35N/A-20N/A9/30/201649-40N/A-32N/A6/30/201640-44N/A-44N/A3/31/2016110-36N/A-33N/A12/31/2015165-63N/A-18N/A9/30/2015222-111N/A-26N/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: BC3の予測収益成長率 (年間47.3% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: BC3の収益 ( 47.3% ) はGerman市場 ( 15.2% ) よりも速いペースで成長すると予測されています。高成長収益: BC3の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: BC3の収益 ( 51.8% ) German市場 ( 6.8% ) 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: BC3の収益 ( 51.8% ) 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: BC3の 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。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2026/08/21 06:03終値2026/08/21 00:00収益2026/06/30年間収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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BCI Minerals Limited 2 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Peter O'ConnorBofA Global ResearchJames BullenCanaccord GenuityHayden BairstowMacquarie Research6 その他のアナリストを表示
Breakeven Date Change • Jun 30Forecast to breakeven in 2029The 2 analysts covering BCI Minerals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$121.0m in 2029. Average annual earnings growth of 48% is required to achieve expected profit on schedule.
Reported Earnings • Aug 19Full year 2026 earnings released: EPS: AU$0.008 (vs AU$0.021 loss in FY 2025)Full year 2026 results: EPS: AU$0.008 (up from AU$0.021 loss in FY 2025). Net income: AU$19.4m (up AU$79.6m from FY 2025). Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Breakeven Date Change • Jun 30Forecast to breakeven in 2029The 2 analysts covering BCI Minerals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$121.0m in 2029. Average annual earnings growth of 48% is required to achieve expected profit on schedule.
New Risk • Jun 25New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$384m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$384m free cash flow). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Revenue is less than US$5m (AU$3.8m revenue, or US$2.6m).
お知らせ • Jun 18BCI Minerals Limited to Report Q4, 2026 Results on Jul 20, 2026BCI Minerals Limited announced that they will report Q4, 2026 results on Jul 20, 2026
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Non-Executive Director Gabrielle Bell was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 21BCI Minerals Limited to Report Q3, 2026 Results on Apr 28, 2026BCI Minerals Limited announced that they will report Q3, 2026 results on Apr 28, 2026
お知らせ • Jan 14+ 1 more updateBCI Minerals Limited to Report Q2, 2026 Results on Feb 24, 2026BCI Minerals Limited announced that they will report Q2, 2026 results on Feb 24, 2026
お知らせ • Aug 27BCI Minerals Limited, Annual General Meeting, Nov 21, 2025BCI Minerals Limited, Annual General Meeting, Nov 21, 2025. Location: level 9, mia yellagonga tower 2, 5 spring street, perth, western australia Australia
お知らせ • Feb 17BCI Minerals Limited to Report Q3, 2025 Results on Apr 29, 2025BCI Minerals Limited announced that they will report Q3, 2025 results on Apr 29, 2025
お知らせ • Jan 21+ 4 more updatesBCI Minerals Limited to Report Q2, 2025 Results on Jan 29, 2025BCI Minerals Limited announced that they will report Q2, 2025 results on Jan 29, 2025
お知らせ • Jan 20BCI Minerals Limited Announces Change of Company SecretaryBCI Minerals Limited announced that Robert Mancini, Chief Legal and Commercial Officer, has been appointed Company Secretary effective 20 January 2025. Mr. Mancini has more than 20 years of experience leading legal, governance and commercial functions across the resources, construction and oil and gas industries in Australia and internationally. He has a proven track record of providing strategic advice, ensuring corporate governance excellence in large-scale mergers and acquisitions, and leading the commercial approach in significant infrastructure projects and operations. Most recently, Mr. Mancini played a pivotal role in the acquisition of OZ Minerals by BHP, where he led the legal strategy throughout the transaction. Mr. Mancini has held senior roles at BHP, OZ Minerals, Forge Group, UGL Resources, and Clough Limited. He holds a Bachelor of Commerce (Economics & Finance), a Bachelor of Laws and was admitted to the Supreme Court of Western Australia in 1997 and the High Court of Australia in 1999. In accordance with ASX Listing Rule 12.6, Mr. Mancini is now responsible for communication with the ASX in relation to Listing Rule matters. In accordance with ASX Listing Rule 3.16.1, the company announced that Stephanie Majteles has resigned as Company Secretary.
お知らせ • Oct 11BCI Minerals Limited Announces Resignation of Garret Dixon from the Board of DirectorsBCI Minerals Limited announced it has accepted the resignation of Mr. Garret Dixon from the Board of Directors.
New Risk • Aug 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$49m Forecast net loss in 2 years: AU$32m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (138% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$32m net loss in 2 years).
お知らせ • Aug 23BCI Minerals Limited to Report Fiscal Year 2024 Results on Aug 23, 2024BCI Minerals Limited announced that they will report fiscal year 2024 results on Aug 23, 2024
Recent Insider Transactions • Jun 25Independent Non-Executive Director recently bought €56k worth of stockOn the 18th of June, Richard Court bought around 400k shares on-market at roughly €0.14 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €98k more in shares than they have sold in the last 12 months.
New Risk • Apr 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 78% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 78% per year for the foreseeable future. High level of non-cash earnings (50% accrual ratio). Shareholders have been substantially diluted in the past year (138% increase in shares outstanding).
お知らせ • Apr 02BCI Minerals Limited to Report Q1, 2025 Results on Oct 31, 2024BCI Minerals Limited announced that they will report Q1, 2025 results on Oct 31, 2024
お知らせ • Mar 21BCI Minerals Limited has completed a Follow-on Equity Offering in the amount of AUD 315.000979 million.BCI Minerals Limited has completed a Follow-on Equity Offering in the amount of AUD 315.000979 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 456,336,138 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 190,000,000 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 49,999,311 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 563,668,463 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Transaction Features: Rights Offering; Subsequent Direct Listing
Reported Earnings • Feb 26First half 2024 earnings released: AU$0.001 loss per share (vs AU$0.003 profit in 1H 2023)First half 2024 results: AU$0.001 loss per share (down from AU$0.003 profit in 1H 2023). Revenue: AU$44.1m (up 153% from 1H 2023). Net loss: AU$742.0k (down 123% from profit in 1H 2023). Revenue is forecast to grow 45% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 14BCI Minerals Limited, Annual General Meeting, Mar 14, 2024BCI Minerals Limited, Annual General Meeting, Mar 14, 2024, at 10:00 W. Australia Standard Time. Location: Level 2, 1 Altona Street West Perth Western Australia Australia Agenda: To consider the ratification of issue of shares pursuant to tranche 1 of the placement; to consider the issue of shares pursuant to tranche 2 of the placement to investors; to consider the issue of shares to Ms Miriam Stanborough AM under Tranche 2 of the Placement; and to consider the other resolutions.
お知らせ • Feb 01+ 1 more updateBCI Minerals Limited has filed a Follow-on Equity Offering in the amount of AUD 255 million.BCI Minerals Limited has filed a Follow-on Equity Offering in the amount of AUD 255 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,020,000,000 Price\Range: AUD 0.25 Discount Per Security: AUD 0.010875 Transaction Features: Rights Offering
お知らせ • Jan 15+ 3 more updatesBCI Minerals Limited to Report Fiscal Year 2024 Results on Oct 31, 2024BCI Minerals Limited announced that they will report fiscal year 2024 results on Oct 31, 2024
お知らせ • Dec 04BCI Minerals Limited Announces Chief Financial Officer ChangesBCI Minerals Limited (BCI or the Company) announced the appointment of Steve Fewster as Chief Financial Officer of the Company, effective December 4, 2023, who will take over from Ms. Kerryl Bradshaw. Steve has been the CFO of a number of listed and large private companies. As CFO, Steve has been responsible for delivering strategic financial leadership. He has extensive experience in capital management and delivering business transformation and growth. Steve has also been involved in the resources sector for over 20 years in both financial and operational roles.
お知らせ • Oct 20BCI Minerals Limited announced that it expects to receive AUD 25 million in funding from Ryder Investment Management Pty LimitedBCI Minerals Limited announced that it has entered into agreements of convertible notes for the gross proceeds of AUD 25,000,000 on October 19, 2023. The transaction will include participation from returning investor, Ryder Capital Limited, a fund managed by, Ryder Investment Management Pty Limited. The notes will be convertible into an ordinary share in the company an initial conversion price of AUD 0.43 and has a a floor price of AUD 0.18. The notes will have an interest at 10.0% per annum, increasing to 13.0% per annum from 31 January 2024, and will be capitalized quarterly and added to the face value of the Notes. The notes will be matured on February 29, 2024.
お知らせ • Sep 07+ 1 more updateBCI Minerals Limited to Report Q1, 2024 Results on Oct 31, 2023BCI Minerals Limited announced that they will report Q1, 2024 results on Oct 31, 2023
Reported Earnings • Aug 20Full year 2023 earnings released: EPS: AU$0.008 (vs AU$0.017 loss in FY 2022)Full year 2023 results: EPS: AU$0.008 (up from AU$0.017 loss in FY 2022). Revenue: AU$61.0m (down 6.5% from FY 2022). Net income: AU$9.38m (up AU$24.9m from FY 2022). Profit margin: 15% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to decline by 16% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Aug 19BCI Minerals Limited, Annual General Meeting, Nov 22, 2023BCI Minerals Limited, Annual General Meeting, Nov 22, 2023, at 14:00 W. Australia Standard Time. Location: Level 9, Mia Yellagonga Tower 2 5 Spring Street, Perth, Western Australia Perth Australia
お知らせ • Jul 06BCI Minerals Limited announced that it expects to receive AUD 100 million in funding from PT Indonesia Asahan Aluminium (Persero)BCI Minerals Limited announced a private placement to raise up to AUD 100 million in a round of funding on July 4, 2023. The company will issue common shares in the transaction. The transaction will include participation from new investor, PT Indonesia Asahan Aluminium (Persero). The parties currently anticipate negotiations to complete in Q3/Q4 of CY 2023.
お知らせ • Jun 30BCI Minerals Limited Announces Resignation of Susan Park as Company SecretaryBCI Minerals Limited announced that Ms Susan Park is stepping down as Company Secretary of BCI. Ms Stephanie Majteles, currently Joint Company Secretary and General Counsel, will assume the role of sole Company Secretary effective 1 July 2023 and will continue in her role as General Counsel of BCI.
お知らせ • Jan 18BCI Minerals Limited Announces Board ChangesBCI Minerals Limited announced that Ms Gabrielle Bell has been appointed to the BCI Board as a Non-Executive Director. As announced to ASX on 30 September 2022, the Company has agreed that whilst AustralianSuper Pty Ltd. as trustee for AustralianSuper (AustralianSuper) continues to hold more than 14.5% of the Company's issued shares, AustralianSuper may appoint a nominee to the BCI Board. AustralianSuper currently holds approximately 14.8% of the Company's issued shares, and has nominated Gabrielle Bell as a director to the BCI Board. Gabrielle Bell is a corporate lawyer and company director, with broad experience working in Australia and South-East Asia. Ms Bell utilises her corporate governance, risk identification and legal transaction skills as a non-executive director in the Australian property sector and the Victorian water sector, and has previously held director roles in the Australian superannuation and public transport sectors. Gabrielle has degrees in Law and Chemical Engineering, is a graduate of the Australian Institute of Company Directors, and has a special interest in occupational health and safety and climate change issues. Ms Bell is currently a non-executive director of South East Water Corporation, the chair of iota Services Pty Ltdcand a non-executive director of Aware Real Estate Management Pty Ltd. BCI also advises that it has accepted the resignation of Mr. Michael Blakiston from the BCI Board.
Board Change • Dec 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director David Boshoff was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 31BCI Minerals Limited to Report First Half, 2023 Results on Mar 16, 2023BCI Minerals Limited announced that they will report first half, 2023 results on Mar 16, 2023
Reported Earnings • Aug 26Full year 2022 earnings released: AU$0.017 loss per share (vs AU$0.04 profit in FY 2021)Full year 2022 results: AU$0.017 loss per share (down from AU$0.04 profit in FY 2021). Revenue: AU$65.2m (down 59% from FY 2021). Net loss: AU$15.5m (down 171% from profit in FY 2021). Over the next year, revenue is expected to shrink by 37% compared to a 4.3% growth forecast for the Metals and Mining industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Aug 20+ 1 more updateBCI Minerals Limited to Report Q2, 2023 Results on Jan 31, 2023BCI Minerals Limited announced that they will report Q2, 2023 results on Jan 31, 2023
Reported Earnings • Feb 28First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.009 loss per share (down from AU$0 in 1H 2021). Revenue: AU$34.1m (down 36% from 1H 2021). Net loss: AU$5.51m (down AU$5.54m from profit in 1H 2021). Revenue missed analyst estimates by 4.5%. Over the next year, revenue is expected to shrink by 46% compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Sep 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 11Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 21Full year 2021 earnings released: EPS AU$0.04 (vs AU$0.001 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$160.2m (up 109% from FY 2020). Net income: AU$22.0m (up AU$21.6m from FY 2020). Profit margin: 14% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 12New 90-day high: €0.22The company is up 46% from its price of €0.15 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 61% over the same period.
Is New 90 Day High Low • Dec 30New 90-day high: €0.20The company is up 42% from its price of €0.14 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 45% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.