View ValuationNorthern Star Resources 将来の成長Future 基準チェック /46Northern Star Resources利益と収益がそれぞれ年間21.1%と13.9%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18.8% 19.5%なると予測されています。主要情報21.1%収益成長率19.55%EPS成長率Metals and Mining 収益成長18.2%収益成長率13.9%将来の株主資本利益率18.77%アナリストカバレッジGood最終更新日22 May 2026今後の成長に関する最新情報お知らせ • Oct 23Northern Star Resources Limited Provides Operating Guidance for the Fiscal Year 2026Northern Star Resources Limited provided operating guidance for the fiscal year 2026. Despite the mixed production results for the quarter, the company remain well positioned to deliver full year guidance of 1.7 million ounces to 1.8 million ounces of gold sold at an all-in sustaining cost of AUD 2,300 to AUD 2,700 an ounce.お知らせ • Jan 21Northern Star Resources Limited Reaffirms Gold Sales Guidance for the Fiscal Year 2025Northern Star Resources Limited reaffirmed gold sales guidance for the fiscal year 2025. Fiscal year 2025 guidance at 1,650 koz- 1,800 koz gold sold and AISC of AUD 1,850/oz-2,100/oz and fiscal year 2025 exploration guidance at AUD 180 million.すべての更新を表示Recent updatesお知らせ • May 22Northern Star Resources Limited Announces Managing Director Succession PlanNorthern Star Resources Ltd. announced that its Managing Director, Stuart Tonkin, has advised the Board of his intention to step down during the first quarter of FY27. Mr. Tonkin will remain as Managing Director until that time, which will see the conclusion of the current strategic plan and the commissioning of the KCGM Fimiston Mill Expansion. His tenure marks a highly successful 13-year term at Northern Star as Chief Operating Officer, Chief Executive Officer and Managing Director. Under Mr. Tonkin's leadership, Northern Star has grown from a small-cap Western Australian focused miner into Australia's largest ASX-listed gold producer with three production centres and over 10,000 staff and contractors across Western Australia and Alaska, with a leading safety record. Mr. Tonkin's long list of achievements includes the significant growth of the Company through acquisition, integration and operation of Plutonic, Kanowna Belle, Kundana, Jundee, South Kalgoorlie, Pogo in Alaska, Kalgoorlie Consolidated Gold Mines, the merger with Saracen Minerals, and the takeover of De Grey Mining to add a significant development project, Hemi to the Group. The Board has commenced a formal process to facilitate an orderly transition to a new Managing Director. A leading global search firm will shortly be appointed and, with the help of that firm, the Board will consider internal and external candidates.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Deputy Chairman of Board Michael Ashforth was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 13Northern Star Resources Limited to Report Q3, 2026 Results on Apr 22, 2026Northern Star Resources Limited announced that they will report Q3, 2026 results on Apr 22, 2026お知らせ • Feb 12Northern Star Resources Limited Announces Dividend for the Six Months Ended December 31, 2025, Payable on March 26, 2026Northern Star Resources Limited announced dividend of AUD 0.25000000 for the six months ending December 31, 2025. Record Date March 5, 2026, Ex date March 4, 2026 and Payable on March 26, 2026.お知らせ • Feb 06Mount Gibson Iron Limited (ASX:MGX) completed the acquisition of 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST).Mount Gibson Iron Limited (ASX:MGX) entered into an agreement to acquire 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST) for AUD 50 million on July 16, 2025. A cash consideration of AUD 50 million will be paid by Mount Gibson Iron Limited, plus normal adjustments on completion. Mount Gibson will fund the purchase price from its internal cash reserves. Mount Gibson will also be required to replace existing bank guarantees totalling approximately AUD 5.8 million, which it will do from its existing performance bonding facility. Completion will occur 10 days after satisfaction or (where permitted) waiver of: approval pursuant to the Foreign Investment Review Board; further extension of existing infrastructure arrangements on one tenement by the Central Land Council; non-exercise by Tanami Gold of its right of first refusal under the CTPJV; and various other pre-completion conditions considered standard for a transaction of this nature. These conditions must be satisfied by March 31, 2026 (unless extended by agreement). As of December 3, 2025, the transaction has been approved by Foreign Investment Review Board. The transaction is expected to close by end of March 2026. Azure Capital Pty Ltd. acted as financial advisor for Mount Gibson Iron Limited. Gilbert and Tobin acted as legal advisor for Mount Gibson Iron Limited. Entech Pty Ltd acted as project due diligence provider to Mount Gibson Iron. PwC acted as accountant to Mount Gibson Iron. Black Swan Metallurgy acted as advisors to Mount Gibson Iron. Mount Gibson Iron Limited (ASX:MGX) completed the acquisition of 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST) on February 6, 2026.お知らせ • Feb 03Northern Star Resources Limited to Report First Half, 2026 Final Results on Feb 12, 2026Northern Star Resources Limited announced that they will report first half, 2026 final results on Feb 12, 2026お知らせ • Jan 19Northern Star Resources Limited Appoints Joanne McDonald as Joint Company Secretary, Effective January 19, 2026Northern Star Resources Limited announced in accordance with ASX Listing Rule 3.16.1 that Joanne McDonald has been appointed as Joint Company Secretary, effective from January 19, 2026. Hilary Macdonald remains the Company Secretary responsible for communications between the Company and ASX for the purpose of ASX Listing Rule 12.6.お知らせ • Jan 02+ 1 more updateNorthern Star Resources Limited to Report Q2, 2026 Results on Jan 22, 2026Northern Star Resources Limited announced that they will report Q2, 2026 results on Jan 22, 2026Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Deputy Chairman of Board Michael Ashforth was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 23Northern Star Resources Limited Provides Operating Guidance for the Fiscal Year 2026Northern Star Resources Limited provided operating guidance for the fiscal year 2026. Despite the mixed production results for the quarter, the company remain well positioned to deliver full year guidance of 1.7 million ounces to 1.8 million ounces of gold sold at an all-in sustaining cost of AUD 2,300 to AUD 2,700 an ounce.お知らせ • Oct 01Northern Star Resources Limited to Report Q1, 2026 Results on Oct 23, 2025Northern Star Resources Limited announced that they will report Q1, 2026 results Pre-Market on Oct 23, 2025お知らせ • Sep 25Gold Fields Reportedly Considers Sale of $1.1 Billion Stake in Northern StarThe $1 billion stake held in Northern Star Resources Limited (ASX:NST) by Gold Fields Limited (JSE:GFI) is in focus for investment bankers, which are said to be pitching on a selldown that may happen as early as this week. When South Africa's Gold Fields finalises its deal to buy Australian-listed gold miner Gold Road Resources this week for $3.6 billion or $3.29 per share, Gold Fields will inherit almost 49.3 million shares in Northern Star. Gold Road had inherited the Northern Star stake because it earlier owned a 17.3% stake in De Grey Mining. Northern Star bought De Grey Mining in May for $5 billion. The adviser for Gold Fields is JPMorgan and it will likely advise on the selldown out of Northern Star. If the block trade unfolds, the Northern Star shares will likely be in strong demand as investors hope to capitalise on the gold price hitting new records this year of over $5,000 an ounce.お知らせ • Sep 08Northern Star Resources Limited, Annual General Meeting, Nov 18, 2025Northern Star Resources Limited, Annual General Meeting, Nov 18, 2025. Location: level 4, 500 hay street, wa 6008, subiaco AustraliaBuy Or Sell Opportunity • Aug 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €10.08. The fair value is estimated to be €12.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$1.13 (vs AU$0.56 in FY 2024)Full year 2025 results: EPS: AU$1.13 (up from AU$0.56 in FY 2024). Revenue: AU$6.41b (up 30% from FY 2024). Net income: AU$1.34b (up 110% from FY 2024). Profit margin: 21% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Production and reserves: Gold Production: 1,618.5 troy koz Proved and probable reserves (ore): 464.3 Mt (430.6 Mt in FY 2024) Number of mines: 6 (6 in FY 2024) Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 21Northern Star Resources Limited Announces Ordinary Dividend for A Period of Six Months Ended June 30, 2025, Payable September 25, 2025Northern Star Resources Limited announced ordinary dividend of AUD 0.30 per share for a period of six months ended June 30, 2025. Record Date: September 3, 2025, Ex Date: September 2, 2025 and Payment Date: September 25, 2025.お知らせ • Jul 22Northern Star Resources Limited (ASX:NST) entered into a binding agreement to acquire Mt Roe Mining Pty Ltd from Mantle Minerals Limited (ASX:MTL) for AUD 13.5 million.Northern Star Resources Limited (ASX:NST) entered into a binding agreement to acquire Mt Roe Mining Pty Ltd from Mantle Minerals Limited (ASX:MTL) for AUD 13.5 million on July 22, 2025. A cash consideration of AUD 13.5 million will be paid by Northern Star Resources Limited. As part of consideration, AUD 13.5 million is paid towards common equity of Mt Roe Mining Pty Ltd. The transaction will be financed through firm commitments to raise AUD 0.25 million (before costs) through the proposed issue of 250 million fully paid ordinary shares at AUD 0.001 per share. Upon completion, Mantle Minerals Limited retains the Yule River and Pardoo Project. The transaction is subject to approval by regulatory board / committee, consummation of due diligence investigation and third party approval needed. The expected completion of the transaction is within 5 business days following satisfaction of the conditions and will occur no later than September 12, 2025.お知らせ • Jun 20+ 1 more updateNorthern Star Resources Limited to Report Q4, 2025 Results on Jul 24, 2025Northern Star Resources Limited announced that they will report Q4, 2025 results on Jul 24, 2025お知らせ • May 26Suitors Reportedly Consider to Buy Bellevue GoldEvolution Mining Limited (ASX:EVN), Northern Star Resources Limited (ASX:NST) and Regis Resources Limited (ASX:RRL) are three of the groups believed to be in a data room considering a deal to buy Bellevue Gold Limited (ASX:BGL), sources say. Exactly how serious the parties are remains to be seen, with sources suggesting most would look at the business to assess what was on offer as an educational -exercise at the very least. However, of those, Northern Star was thought to be the most likely buyer. Offshore groups were also taking a look. Given that Bellevue Gold was out of the money on its hedge book, it made a deal difficult to stack up, market experts say. Already, Bellevue, advised by UBS, has said it has had informal approaches, and rather than running a formal sale process, it is offering certain parties access to a data room. The $1 billion gold company that has the Bellevue Gold Project in Western Australia is considering a sale after downgrading its production guidance, closing out part of its goldmining hedge book, raising equity and flagging changes to the group's board and executive team. Australian peers are now interested in buying Bellevue to secure more production at a time when gold's price increases show no sign of abating, rather than for synergies. The management of Regis Resources is conservative and is bidding for the EMR Capital-backed Ravenswood goldmine near-by. It would have capacity to buy one or the other, but not both. Northern Star would be one of the only Australian groups with synergies, because it could shut down the Bellevue Gold mill and feed ore into its WA Thunderbox gold facility, which is under--utilised, say experts. Northern Star's challenge is that it has just purchased De Grey Mining.お知らせ • May 05Northern Star Resources Limited (ASX:NST) completed the acquisition of De Grey Mining Limited (ASX:DEG).Northern Star Resources Limited (ASX:NST) agreed to acquire De Grey Mining Limited (ASX:DEG) for AUD 5 billion on December 1, 2024. The consideration consists of common equity of Northern Star Resources Limited at a ratio of 0.119 per common equity, options and rights of De Grey Mining Limited. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders and approval of offer by target shareholders. The Board of Directors of De Grey Mining Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. As of April 16, 2025, S&P Dow Jones Indices announced today that it will remove De Grey Mining Limited (XASX: DEG) from the S&P/ASX 200 Index, subject to shareholder approval and final court approval whereby the company will be acquired by Northern Star Resources Limited (XASX: NST). As of April 16, 2025, shareholders of De Grey Mining have approved the transaction. The transaction is expected to close in Late April or Early May 2025. If the Federal Court approves the Scheme, the Effective Date of the Scheme and the last trading day for De Grey Shares is expected to be 23 April 2025. As per the announcement on April 23, 2025, the transaction is now legally effective. Implementation of the Scheme is then expected to occur on May 5, 2025. Macquarie Capital Limited acted as financial advisor for Northern Star Resources Limited. Antonella Pacitti, Roger Davies, Jacob Carmody, Toby Newnes, Chris Barry, Chelsey Schroeter, Sally Audeyev, Dan Flanagan, Greg Protektor and David Blight of King & Wood Mallesons, Australia Branch acted as legal advisor for Northern Star Resources Limited. Azure Capital Pty Ltd. acted as financial advisor for De Grey Mining Limited. Barrenjoey Capital Partners acted as financial advisor for De Grey Mining Limited. Barclays Bank PLC acted as financial advisor for De Grey Mining Limited. Sarah Turner, Justin Mannolini, and Janelle Sputore of Gilbert and Tobin acted as legal advisor for De Grey Mining Limited. Steinepreis Paganin acted as legal advisor for De Grey Mining Limited. Automic Share Registry acted as registrar to De Grey Mining Limited. Northern Star Resources Limited (ASX:NST) completed the acquisition of De Grey Mining Limited (ASX:DEG) on May 5, 2025. As of Closing of the transaction, De Grey shares have now been transferred to Northern Star and eligible De Grey shareholders have been issued the Scheme consideration of 0.119 new Northern Star shares for each De Grey share held on the Scheme record date, being 5:00 pm (AWST) on April 28, 2025. The new Northern Star shares are expected to commence trading on the ASX on a normal settlement basis from May 6, 2025.お知らせ • Apr 01Northern Star Resources Limited to Report Q3, 2025 Results on Apr 29, 2025Northern Star Resources Limited announced that they will report Q3, 2025 results Pre-Market on Apr 29, 2025お知らせ • Feb 15Northern Star Resources Limited Announces Dividend for the Six Months Ended December 31, 2024, Payable on March 27, 2025Northern Star Resources Limited announced dividend of AUD 0.25000000 for the six months ended December 31, 2024. Ex Date is March 5, 2025. Record Date is March 6, 2025 and Payment Date is March 27, 2025.お知らせ • Feb 03Northern Star Resources Limited to Report First Half, 2025 Results on Feb 13, 2025Northern Star Resources Limited announced that they will report first half, 2025 results on Feb 13, 2025お知らせ • Jan 21Northern Star Resources Limited Reaffirms Gold Sales Guidance for the Fiscal Year 2025Northern Star Resources Limited reaffirmed gold sales guidance for the fiscal year 2025. Fiscal year 2025 guidance at 1,650 koz- 1,800 koz gold sold and AISC of AUD 1,850/oz-2,100/oz and fiscal year 2025 exploration guidance at AUD 180 million.お知らせ • Jan 06Northern Star Resources Limited to Report Q2, 2025 Results on Jan 21, 2025Northern Star Resources Limited announced that they will report Q2, 2025 results Pre-Market on Jan 21, 2025お知らせ • Dec 15Northern Star Resources Reportedly May Sell Carosue Dam to Ramelius ResourcesFollowing Northern Star Resources Limited (ASX:NST)’s $5 billion buyout of De Grey Mining Limited, speculation is mounting that it may move to sell its Carosue Dam Operations to Ramelius Resources Limited (ASX:RMS). Market sources estimate a price tag of about $800 million. Sources believe it would be a valuable addition for Ramelius Resources and strategic for its Rebecca-Roe project, 150km east of Kalgoorlie. Sources believe that Northern Star would probably be willing to part with Carosue Dam if offered the right price for the asset.お知らせ • Dec 03Northern Star Resources Limited (ASX:NST) agreed to acquire De Grey Mining Limited (ASX:DEG) for AUD 4.9 billion.Northern Star Resources Limited (ASX:NST) agreed to acquire De Grey Mining Limited (ASX:DEG) for AUD 4.9 billion on December 2, 2024. The consideration consists of common equity of Northern Star Resources Limited at a ratio of 0.119 per common equity, options and rights of De Grey Mining Limited. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders and approval of offer by target shareholders. The Board of Directors of De Grey Mining Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. Macquarie Capital Limited acted as financial advisor for Northern Star Resources Limited. King & Wood Mallesons, Australia Branch acted as legal advisor for Northern Star Resources Limited. Azure Capital Pty Ltd. acted as financial advisor for De Grey Mining Limited. Barrenjoey Capital Partners acted as financial advisor for De Grey Mining Limited. Barclays Bank PLC acted as financial advisor for De Grey Mining Limited. Gilbert and Tobin acted as legal advisor for De Grey Mining Limited. Steinepreis Paganin acted as legal advisor for De Grey Mining Limited. Automic Share Registry acted as registrar to De Grey Mining Limited.お知らせ • Oct 23Harmony Gold Reportedly Eyes $2 Billion Ravenswood Gold MineHarmony Gold Mining Company Limited (JSE:HAR) is understood to have expressed interest in an acquisition of the $2 billion Ravenswood Gold Mine that being sold by EMR Capital Pty. Ltd. and Golden Energy and Resources Pte. Ltd. DataRoom understands that the $11 billion South African-listed gold miner is keen to buy the Queensland asset that Azure Capital and UBS have been appointed to sell. Market sources say that a deal would make sense for Harmony, given that its share price has been on a tear on the back of the record gold price and it has the cash to pay for the gold mine. Harmony is likely to come up against Australian-listed gold miners like Regis Resources Limited (ASX:RRL), Gold Road Resources Limited (ASX:GOR) and Capricorn Metals Ltd. (ASX:CMM), while Emerald Resources NL (ASX:EMR) may be interested. Northern Star Resources Limited (ASX:NST) and Evolution Mining Limited (ASX:EVN) may also take a look.お知らせ • Oct 01Northern Star Resources Limited to Report Q1, 2025 Results on Oct 24, 2024Northern Star Resources Limited announced that they will report Q1, 2025 results Pre-Market on Oct 24, 2024お知らせ • Sep 13Northern Star Resources Limited, Annual General Meeting, Nov 20, 2024Northern Star Resources Limited, Annual General Meeting, Nov 20, 2024. Location: level 4, 500 hay street, subiaco wa 6008 Australiaお知らせ • Aug 24Northern Star Resources Limited Announces Unfranked Final Ordinary Dividend for the Six Months June 30, 2024, Payable on 26 September 2024Northern Star Resources Limited announced an unfranked final ordinary dividend of AUD 0.25000000 for the six months June 30, 2024, to be paid on 26 September 2024. Record date of final dividend is 4 September 2024. Ex date is 3 September 2024.Declared Dividend • Aug 24Final dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 3rd September 2024 Payment date: 26th September 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.56 (vs AU$0.51 in FY 2023)Full year 2024 results: EPS: AU$0.56 (up from AU$0.51 in FY 2023). Revenue: AU$4.92b (up 19% from FY 2023). Net income: AU$638.5m (up 9.1% from FY 2023). Profit margin: 13% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Production and reserves: Gold Production: 1,644.5 troy koz Proved and probable reserves (ore): 430.6 Mt (383 Mt in FY 2023) Number of mines: 6 (6 in FY 2023) Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Aug 12Northern Star Resources Limited to Report Fiscal Year 2024 Results on Aug 22, 2024Northern Star Resources Limited announced that they will report fiscal year 2024 results on Aug 22, 2024お知らせ • Jul 02Northern Star Resources Limited Appoints Michael Filan Ashforth as DirectorNorthern Star Resources Limited announced appointment of Michael Filan Ashforth as director. Date of appointment is 1 July 2024.お知らせ • Jul 01Northern Star Resources Limited to Report Q4, 2024 Results on Jul 25, 2024Northern Star Resources Limited announced that they will report Q4, 2024 results on Jul 25, 2024Buy Or Sell Opportunity • Jun 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €8.39. The fair value is estimated to be €10.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Apr 02Northern Star Resources Limited to Report Q3, 2024 Results on Apr 23, 2024Northern Star Resources Limited announced that they will report Q3, 2024 results Pre-Market on Apr 23, 2024Upcoming Dividend • Feb 28Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 06 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (6.0%).Declared Dividend • Feb 25First half dividend of AU$0.15 announcedShareholders will receive a dividend of AU$0.15. Ex-date: 6th March 2024 Payment date: 28th March 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.17 (vs AU$0.041 in 1H 2023)First half 2024 results: EPS: AU$0.17 (up from AU$0.041 in 1H 2023). Revenue: AU$2.25b (up 15% from 1H 2023). Net income: AU$198.5m (up 316% from 1H 2023). Profit margin: 8.8% (up from 2.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% 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 24% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 12Northern Star Resources Limited to Report First Half, 2024 Results on Feb 22, 2024Northern Star Resources Limited announced that they will report first half, 2024 results on Feb 22, 2024Recent Insider Transactions • Nov 10CEO, MD & Director recently sold €2.2m worth of stockOn the 6th of November, Stuart Tonkin sold around 300k shares on-market at roughly €7.23 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stuart has been a net seller over the last 12 months, reducing personal holdings by €3.7m.お知らせ • Oct 05Northern Star Resources Limited to Report Q1, 2024 Results on Oct 19, 2023Northern Star Resources Limited announced that they will report Q1, 2024 results on Oct 19, 2023お知らせ • Sep 13Northern Star Resources Limited, Annual General Meeting, Nov 16, 2023Northern Star Resources Limited, Annual General Meeting, Nov 16, 2023, at 14:00 W. Australia Standard Time. Location: Level 4, 500 Hay Street, Subiaco Western Australia AustraliaUpcoming Dividend • Aug 29Upcoming dividend of AU$0.15 per share at 2.3% yieldEligible shareholders must have bought the stock before 05 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 87%. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (8.7%).お知らせ • Aug 24Northern Star Resources Limited Announces Unfranked Final Ordinary Dividend for Fiscal Year Ended 30 June 2023, Payable on 12 October 2023Northern Star Resources Limited announced an unfranked final ordinary dividend of $179 million (15.5 cents per fully paid Share), to be paid on 12 October 2023 out of retained earnings at 30 June 2023. Record date of final dividend is 6 September 2023. Ex date is 5 September 2023.Reported Earnings • Aug 24Full year 2023 earnings released: EPS: AU$0.51 (vs AU$0.37 in FY 2022)Full year 2023 results: EPS: AU$0.51 (up from AU$0.37 in FY 2022). Revenue: AU$4.13b (up 11% from FY 2022). Net income: AU$585.2m (up 36% from FY 2022). Profit margin: 14% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% 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 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Aug 04Northern Star Resources Limited to Report Fiscal Year 2023 Results on Aug 24, 2023Northern Star Resources Limited announced that they will report fiscal year 2023 results Pre-Market on Aug 24, 2023お知らせ • Jul 26Northern Star Resources Limited (ASX:NST) completed the acquisition of Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK).Northern Star Resources Limited (ASX:NST) entered into a binding asset sale agreement to acquire Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK) for AUD 59.5 million on June 26, 2023. Under the terms, AUD 2 million cash deposit shall be paid on execution of the agreement, cash consideration of AUD 39 million shall be paid on completion along with issuance of 1.5 million shares subject to 12 months escrow. In the event that the transaction does not complete, the deposit will convert into a loan which will be repayable by Strickland to Northern Star within 30 days from the date of termination of the agreement. Completion is subject to limited conditions, which are consistent for a transaction of this nature. Strickland will use the proceeds to undertake large scale RC and diamond drill programs, aggressively upgrade its portfolio of gold prospects to mineral resource status, undertake a 1,500m diamond and 5,000m RC program, continue base metal exploration and assess new opportunities. The transaction is expected to complete no later than 30 business days. Longreach Capital is acting as corporate advisor and Hamilton Locke as legal advisor to Strickland. Northern Star Resources Limited (ASX:NST) completed the acquisition of Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK) on July 25, 2023. Under the transaction, Strickland received AUD 2 million cash deposit on execution of the agreement, cash consideration of AUD 39 million on completion and 1.5 million fully paid ordinary NST shares on completion of the transaction subject to 12 months escrow.お知らせ • Jul 04Northern Star Resources Limited to Report Q4, 2023 Results on Jul 19, 2023Northern Star Resources Limited announced that they will report Q4, 2023 results Pre-Market on Jul 19, 2023お知らせ • Jun 26Northern Star Resources Limited (ASX:NST) entered into a binding asset sale agreement to acquire interests in Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK) for AUD 59.5 million.Northern Star Resources Limited (ASX:NST) entered into a binding asset sale agreement to acquire interests in Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK) for AUD 59.5 million on June 26, 2023. Under the terms, AUD 2 million cash deposit shall be paid on execution of the agreement, cash consideration of AUD 39 million shall be paid on completion along with issuance of 1.5 million shares subject to 12 months escrow. In the event that the transaction does not complete, the deposit will convert into a loan which will be repayable by Strickland to Northern Star within 30 days from the date of termination of the agreement. Completion is subject to limited conditions, which are consistent for a transaction of this nature. Strickland will use the proceeds to undertake large scale RC and diamond drill programs, aggressively upgrade its portfolio of gold prospects to mineral resource status, undertake a 1,500m diamond and 5,000m RC program, continue base metal exploration and assess new opportunities. The transaction is expected to complete no later than 30 business days. Longreach Capital is acting as corporate advisor and Hamilton Locke as legal advisor to Strickland.Recent Insider Transactions • May 04Independent Non-Executive Director recently sold €72k worth of stockOn the 3rd of May, Nicholas Cernotta sold around 9k shares on-market at roughly €8.46 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.Buying Opportunity • Apr 28Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €10.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.Upcoming Dividend • Feb 28Upcoming dividend of AU$0.11 per share at 2.3% yieldEligible shareholders must have bought the stock before 07 March 2023. Payment date: 29 March 2023. The company is paying out more than 100% of its profits and is paying out 76% of its cash flow. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.4%).Reported Earnings • Feb 21First half 2023 earnings released: EPS: AU$0.041 (vs AU$0.24 in 1H 2022)First half 2023 results: EPS: AU$0.041 (down from AU$0.24 in 1H 2022). Revenue: AU$1.95b (up 4.5% from 1H 2022). Net income: AU$47.7m (down 83% from 1H 2022). Profit margin: 2.4% (down from 15% in 1H 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 1.7% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 13Northern Star Resources Limited to Report First Half, 2023 Final Results on Feb 20, 2023Northern Star Resources Limited announced that they will report first half, 2023 final results on Feb 20, 2023お知らせ • Jan 09Northern Star Resources Limited to Report Q2, 2023 Results on Jan 19, 2023Northern Star Resources Limited announced that they will report Q2, 2023 results Pre-Market on Jan 19, 2023Recent Insider Transactions • Dec 19CEO, MD & Director recently sold €1.5m worth of stockOn the 16th of December, Stuart Tonkin sold around 223k shares on-market at roughly €6.78 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Stuart's only on-market trade for the last 12 months.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Marnie Finlayson 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.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.54, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.11 per share.Buying Opportunity • Nov 04Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €7.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.Recent Insider Transactions • Oct 04Independent Non-Executive Director recently bought €54k worth of stockOn the 28th of September, Nicholas Cernotta bought around 11k shares on-market at roughly €4.74 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €236k. Insiders have collectively bought €727k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Sep 07Non-Executive Chairman recently bought €236k worth of stockOn the 1st of September, Michael Chaney bought around 45k shares on-market at roughly €5.25 per share. This transaction increased Michael's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Reported Earnings • Aug 30Full year 2022 earnings released: EPS: AU$0.37 (vs AU$1.15 in FY 2021)Full year 2022 results: EPS: AU$0.37 (down from AU$1.15 in FY 2021). Revenue: AU$3.74b (up 35% from FY 2021). Net income: AU$429.8m (down 58% from FY 2021). Profit margin: 12% (down from 37% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, 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 increased by 37% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Independent Non-Executive Director John Fitzgerald is the most experienced director on the board, commencing their role in 2012. Independent Non-Executive Director Sharon Warburton was the last independent director to join the board, commencing their role in 2021. 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.Upcoming Dividend • Feb 28Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 29 March 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (8.7%).Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.22 (down from AU$0.25 in 1H 2021). Revenue: AU$1.81b (up 63% from 1H 2021). Net income: AU$261.0m (up 43% from 1H 2021). Profit margin: 14% (down from 17% in 1H 2021). Revenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 16%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Dec 08CEO, MD & Director recently bought €275k worth of stockOn the 3rd of December, Stuart Tonkin bought around 50k shares on-market at roughly €5.51 per share. In the last 3 months, there was an even bigger purchase from another insider worth €599k. Stuart has been a buyer over the last 12 months, purchasing a net total of €858k worth in shares.Recent Insider Transactions • Sep 30Non-Executive Director recently bought €62k worth of stockOn the 27th of September, Sally Langer bought around 11k shares on-market at roughly €5.42 per share. In the last 3 months, there was an even bigger purchase from another insider worth €599k. Insiders have collectively bought €1.4m more in shares than they have sold in the last 12 months.Executive Departure • Sep 23Executive Director Raleigh Finlayson has left the companyOn the 22nd of September, Raleigh Finlayson's tenure as Executive Director ended after less than a year in the role. As of June 2021, Raleigh still personally held 2.27m shares (€14m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years.Recent Insider Transactions • Sep 14Executive Director recently bought €599k worth of stockOn the 9th of September, Raleigh Finlayson bought around 100k shares on-market at roughly €5.99 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.3m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Sep 02CEO, MD & Director recently bought €290k worth of stockOn the 31st of August, Stuart Tonkin bought around 50k shares on-market at roughly €5.81 per share. This was the largest purchase by an insider in the last 3 months. This was Stuart's only on-market trade for the last 12 months.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Upcoming Dividend • Aug 30Upcoming dividend of AU$0.095 per shareEligible shareholders must have bought the stock before 06 September 2021. Payment date: 29 September 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (5.2%).Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$1.15 (vs AU$0.37 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$2.76b (up 40% from FY 2020). Net income: AU$1.03b (up 300% from FY 2020). Profit margin: 37% (up from 13% in FY 2020). Production and reserves: Gold Production: 1,605.4 troy koz Proved and probable reserves (ore): 386.8 Mt (173.6 Mt in FY 2020) Number of mines: 6 (5 in FY 2020) Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Executive Departure • Jul 13Independent Non-Executive Director Shirley In’t Veld has left the companyOn the 30th of June, Shirley In’t Veld's tenure as Independent Non-Executive Director ended after 4.8 years in the role. As of March 2021, Shirley still personally held 57.82k shares (€342k 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 less than a year, which is considered inexperienced in the Simply Wall St Risk Model.業績と収益の成長予測DB:NS7 - 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6/30/202811,8833,6993,2166,043146/30/202710,6192,8212,1405,036156/30/20267,6531,6981903,0171512/31/20256,9601,5481912,731N/A9/30/20256,6881,4444242,842N/A6/30/20256,4151,3406572,954N/A3/31/20255,9791,1436802,719N/A12/31/20245,5439467032,484N/A9/30/20245,2327926672,277N/A6/30/20244,9216396302,070N/A3/31/20244,6766875601,896N/A12/31/20234,4307364901,721N/A9/30/20234,2816613911,536N/A6/30/20234,1315852921,352N/A3/31/20234,0114043061,405N/A12/31/20223,8902233191,458N/A9/30/20223,8483384451,544N/A6/30/20223,8064525711,631N/A3/31/20223,6607894611,463N/A12/31/20213,5141,1263521,294N/A9/30/20213,1371,0793681,185N/A6/30/20212,7611,0333841,077N/A3/31/20212,508674404958N/A12/31/20202,256315424840N/A9/30/20202,114286386775N/A6/30/20201,972258348711N/A3/31/20201,783229282609N/A12/31/20191,595199216508N/A9/30/20191,498177N/A443N/A6/30/20191,401155N/A379N/A3/31/20191,278176N/A387N/A12/31/20181,154197N/A395N/A9/30/20181,059196N/A374N/A6/30/2018964194N/A353N/A12/31/2017931183N/A374N/A9/30/2017900186N/A366N/A6/30/2017869189N/A359N/A12/31/2016792178N/A321N/A9/30/2016789172N/A352N/A6/30/2016786165N/A383N/A12/31/2015690145N/A404N/A9/30/2015709127N/A381N/A6/30/2015728109N/A359N/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: NS7の予測収益成長率 (年間21.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: NS7の収益 ( 21.1% ) はGerman市場 ( 17.1% ) 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: NS7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: NS7の収益 ( 13.9% ) 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: NS7の収益 ( 13.9% ) 20%よりも低い成長が予測されています。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: NS7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 ( 18.8 %)。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 12:16終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Northern Star Resources Limited 15 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。28 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedDaniel MorganBarrenjoey Markets Pty LimitedRegan BurrowsBell Potter25 その他のアナリストを表示
お知らせ • Oct 23Northern Star Resources Limited Provides Operating Guidance for the Fiscal Year 2026Northern Star Resources Limited provided operating guidance for the fiscal year 2026. Despite the mixed production results for the quarter, the company remain well positioned to deliver full year guidance of 1.7 million ounces to 1.8 million ounces of gold sold at an all-in sustaining cost of AUD 2,300 to AUD 2,700 an ounce.
お知らせ • Jan 21Northern Star Resources Limited Reaffirms Gold Sales Guidance for the Fiscal Year 2025Northern Star Resources Limited reaffirmed gold sales guidance for the fiscal year 2025. Fiscal year 2025 guidance at 1,650 koz- 1,800 koz gold sold and AISC of AUD 1,850/oz-2,100/oz and fiscal year 2025 exploration guidance at AUD 180 million.
お知らせ • May 22Northern Star Resources Limited Announces Managing Director Succession PlanNorthern Star Resources Ltd. announced that its Managing Director, Stuart Tonkin, has advised the Board of his intention to step down during the first quarter of FY27. Mr. Tonkin will remain as Managing Director until that time, which will see the conclusion of the current strategic plan and the commissioning of the KCGM Fimiston Mill Expansion. His tenure marks a highly successful 13-year term at Northern Star as Chief Operating Officer, Chief Executive Officer and Managing Director. Under Mr. Tonkin's leadership, Northern Star has grown from a small-cap Western Australian focused miner into Australia's largest ASX-listed gold producer with three production centres and over 10,000 staff and contractors across Western Australia and Alaska, with a leading safety record. Mr. Tonkin's long list of achievements includes the significant growth of the Company through acquisition, integration and operation of Plutonic, Kanowna Belle, Kundana, Jundee, South Kalgoorlie, Pogo in Alaska, Kalgoorlie Consolidated Gold Mines, the merger with Saracen Minerals, and the takeover of De Grey Mining to add a significant development project, Hemi to the Group. The Board has commenced a formal process to facilitate an orderly transition to a new Managing Director. A leading global search firm will shortly be appointed and, with the help of that firm, the Board will consider internal and external candidates.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Deputy Chairman of Board Michael Ashforth was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 13Northern Star Resources Limited to Report Q3, 2026 Results on Apr 22, 2026Northern Star Resources Limited announced that they will report Q3, 2026 results on Apr 22, 2026
お知らせ • Feb 12Northern Star Resources Limited Announces Dividend for the Six Months Ended December 31, 2025, Payable on March 26, 2026Northern Star Resources Limited announced dividend of AUD 0.25000000 for the six months ending December 31, 2025. Record Date March 5, 2026, Ex date March 4, 2026 and Payable on March 26, 2026.
お知らせ • Feb 06Mount Gibson Iron Limited (ASX:MGX) completed the acquisition of 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST).Mount Gibson Iron Limited (ASX:MGX) entered into an agreement to acquire 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST) for AUD 50 million on July 16, 2025. A cash consideration of AUD 50 million will be paid by Mount Gibson Iron Limited, plus normal adjustments on completion. Mount Gibson will fund the purchase price from its internal cash reserves. Mount Gibson will also be required to replace existing bank guarantees totalling approximately AUD 5.8 million, which it will do from its existing performance bonding facility. Completion will occur 10 days after satisfaction or (where permitted) waiver of: approval pursuant to the Foreign Investment Review Board; further extension of existing infrastructure arrangements on one tenement by the Central Land Council; non-exercise by Tanami Gold of its right of first refusal under the CTPJV; and various other pre-completion conditions considered standard for a transaction of this nature. These conditions must be satisfied by March 31, 2026 (unless extended by agreement). As of December 3, 2025, the transaction has been approved by Foreign Investment Review Board. The transaction is expected to close by end of March 2026. Azure Capital Pty Ltd. acted as financial advisor for Mount Gibson Iron Limited. Gilbert and Tobin acted as legal advisor for Mount Gibson Iron Limited. Entech Pty Ltd acted as project due diligence provider to Mount Gibson Iron. PwC acted as accountant to Mount Gibson Iron. Black Swan Metallurgy acted as advisors to Mount Gibson Iron. Mount Gibson Iron Limited (ASX:MGX) completed the acquisition of 50% stake in Central Tanami Gold Project from Northern Star Resources Limited (ASX:NST) on February 6, 2026.
お知らせ • Feb 03Northern Star Resources Limited to Report First Half, 2026 Final Results on Feb 12, 2026Northern Star Resources Limited announced that they will report first half, 2026 final results on Feb 12, 2026
お知らせ • Jan 19Northern Star Resources Limited Appoints Joanne McDonald as Joint Company Secretary, Effective January 19, 2026Northern Star Resources Limited announced in accordance with ASX Listing Rule 3.16.1 that Joanne McDonald has been appointed as Joint Company Secretary, effective from January 19, 2026. Hilary Macdonald remains the Company Secretary responsible for communications between the Company and ASX for the purpose of ASX Listing Rule 12.6.
お知らせ • Jan 02+ 1 more updateNorthern Star Resources Limited to Report Q2, 2026 Results on Jan 22, 2026Northern Star Resources Limited announced that they will report Q2, 2026 results on Jan 22, 2026
Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Deputy Chairman of Board Michael Ashforth was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 23Northern Star Resources Limited Provides Operating Guidance for the Fiscal Year 2026Northern Star Resources Limited provided operating guidance for the fiscal year 2026. Despite the mixed production results for the quarter, the company remain well positioned to deliver full year guidance of 1.7 million ounces to 1.8 million ounces of gold sold at an all-in sustaining cost of AUD 2,300 to AUD 2,700 an ounce.
お知らせ • Oct 01Northern Star Resources Limited to Report Q1, 2026 Results on Oct 23, 2025Northern Star Resources Limited announced that they will report Q1, 2026 results Pre-Market on Oct 23, 2025
お知らせ • Sep 25Gold Fields Reportedly Considers Sale of $1.1 Billion Stake in Northern StarThe $1 billion stake held in Northern Star Resources Limited (ASX:NST) by Gold Fields Limited (JSE:GFI) is in focus for investment bankers, which are said to be pitching on a selldown that may happen as early as this week. When South Africa's Gold Fields finalises its deal to buy Australian-listed gold miner Gold Road Resources this week for $3.6 billion or $3.29 per share, Gold Fields will inherit almost 49.3 million shares in Northern Star. Gold Road had inherited the Northern Star stake because it earlier owned a 17.3% stake in De Grey Mining. Northern Star bought De Grey Mining in May for $5 billion. The adviser for Gold Fields is JPMorgan and it will likely advise on the selldown out of Northern Star. If the block trade unfolds, the Northern Star shares will likely be in strong demand as investors hope to capitalise on the gold price hitting new records this year of over $5,000 an ounce.
お知らせ • Sep 08Northern Star Resources Limited, Annual General Meeting, Nov 18, 2025Northern Star Resources Limited, Annual General Meeting, Nov 18, 2025. Location: level 4, 500 hay street, wa 6008, subiaco Australia
Buy Or Sell Opportunity • Aug 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €10.08. The fair value is estimated to be €12.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.
Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$1.13 (vs AU$0.56 in FY 2024)Full year 2025 results: EPS: AU$1.13 (up from AU$0.56 in FY 2024). Revenue: AU$6.41b (up 30% from FY 2024). Net income: AU$1.34b (up 110% from FY 2024). Profit margin: 21% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Production and reserves: Gold Production: 1,618.5 troy koz Proved and probable reserves (ore): 464.3 Mt (430.6 Mt in FY 2024) Number of mines: 6 (6 in FY 2024) Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 21Northern Star Resources Limited Announces Ordinary Dividend for A Period of Six Months Ended June 30, 2025, Payable September 25, 2025Northern Star Resources Limited announced ordinary dividend of AUD 0.30 per share for a period of six months ended June 30, 2025. Record Date: September 3, 2025, Ex Date: September 2, 2025 and Payment Date: September 25, 2025.
お知らせ • Jul 22Northern Star Resources Limited (ASX:NST) entered into a binding agreement to acquire Mt Roe Mining Pty Ltd from Mantle Minerals Limited (ASX:MTL) for AUD 13.5 million.Northern Star Resources Limited (ASX:NST) entered into a binding agreement to acquire Mt Roe Mining Pty Ltd from Mantle Minerals Limited (ASX:MTL) for AUD 13.5 million on July 22, 2025. A cash consideration of AUD 13.5 million will be paid by Northern Star Resources Limited. As part of consideration, AUD 13.5 million is paid towards common equity of Mt Roe Mining Pty Ltd. The transaction will be financed through firm commitments to raise AUD 0.25 million (before costs) through the proposed issue of 250 million fully paid ordinary shares at AUD 0.001 per share. Upon completion, Mantle Minerals Limited retains the Yule River and Pardoo Project. The transaction is subject to approval by regulatory board / committee, consummation of due diligence investigation and third party approval needed. The expected completion of the transaction is within 5 business days following satisfaction of the conditions and will occur no later than September 12, 2025.
お知らせ • Jun 20+ 1 more updateNorthern Star Resources Limited to Report Q4, 2025 Results on Jul 24, 2025Northern Star Resources Limited announced that they will report Q4, 2025 results on Jul 24, 2025
お知らせ • May 26Suitors Reportedly Consider to Buy Bellevue GoldEvolution Mining Limited (ASX:EVN), Northern Star Resources Limited (ASX:NST) and Regis Resources Limited (ASX:RRL) are three of the groups believed to be in a data room considering a deal to buy Bellevue Gold Limited (ASX:BGL), sources say. Exactly how serious the parties are remains to be seen, with sources suggesting most would look at the business to assess what was on offer as an educational -exercise at the very least. However, of those, Northern Star was thought to be the most likely buyer. Offshore groups were also taking a look. Given that Bellevue Gold was out of the money on its hedge book, it made a deal difficult to stack up, market experts say. Already, Bellevue, advised by UBS, has said it has had informal approaches, and rather than running a formal sale process, it is offering certain parties access to a data room. The $1 billion gold company that has the Bellevue Gold Project in Western Australia is considering a sale after downgrading its production guidance, closing out part of its goldmining hedge book, raising equity and flagging changes to the group's board and executive team. Australian peers are now interested in buying Bellevue to secure more production at a time when gold's price increases show no sign of abating, rather than for synergies. The management of Regis Resources is conservative and is bidding for the EMR Capital-backed Ravenswood goldmine near-by. It would have capacity to buy one or the other, but not both. Northern Star would be one of the only Australian groups with synergies, because it could shut down the Bellevue Gold mill and feed ore into its WA Thunderbox gold facility, which is under--utilised, say experts. Northern Star's challenge is that it has just purchased De Grey Mining.
お知らせ • May 05Northern Star Resources Limited (ASX:NST) completed the acquisition of De Grey Mining Limited (ASX:DEG).Northern Star Resources Limited (ASX:NST) agreed to acquire De Grey Mining Limited (ASX:DEG) for AUD 5 billion on December 1, 2024. The consideration consists of common equity of Northern Star Resources Limited at a ratio of 0.119 per common equity, options and rights of De Grey Mining Limited. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders and approval of offer by target shareholders. The Board of Directors of De Grey Mining Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. As of April 16, 2025, S&P Dow Jones Indices announced today that it will remove De Grey Mining Limited (XASX: DEG) from the S&P/ASX 200 Index, subject to shareholder approval and final court approval whereby the company will be acquired by Northern Star Resources Limited (XASX: NST). As of April 16, 2025, shareholders of De Grey Mining have approved the transaction. The transaction is expected to close in Late April or Early May 2025. If the Federal Court approves the Scheme, the Effective Date of the Scheme and the last trading day for De Grey Shares is expected to be 23 April 2025. As per the announcement on April 23, 2025, the transaction is now legally effective. Implementation of the Scheme is then expected to occur on May 5, 2025. Macquarie Capital Limited acted as financial advisor for Northern Star Resources Limited. Antonella Pacitti, Roger Davies, Jacob Carmody, Toby Newnes, Chris Barry, Chelsey Schroeter, Sally Audeyev, Dan Flanagan, Greg Protektor and David Blight of King & Wood Mallesons, Australia Branch acted as legal advisor for Northern Star Resources Limited. Azure Capital Pty Ltd. acted as financial advisor for De Grey Mining Limited. Barrenjoey Capital Partners acted as financial advisor for De Grey Mining Limited. Barclays Bank PLC acted as financial advisor for De Grey Mining Limited. Sarah Turner, Justin Mannolini, and Janelle Sputore of Gilbert and Tobin acted as legal advisor for De Grey Mining Limited. Steinepreis Paganin acted as legal advisor for De Grey Mining Limited. Automic Share Registry acted as registrar to De Grey Mining Limited. Northern Star Resources Limited (ASX:NST) completed the acquisition of De Grey Mining Limited (ASX:DEG) on May 5, 2025. As of Closing of the transaction, De Grey shares have now been transferred to Northern Star and eligible De Grey shareholders have been issued the Scheme consideration of 0.119 new Northern Star shares for each De Grey share held on the Scheme record date, being 5:00 pm (AWST) on April 28, 2025. The new Northern Star shares are expected to commence trading on the ASX on a normal settlement basis from May 6, 2025.
お知らせ • Apr 01Northern Star Resources Limited to Report Q3, 2025 Results on Apr 29, 2025Northern Star Resources Limited announced that they will report Q3, 2025 results Pre-Market on Apr 29, 2025
お知らせ • Feb 15Northern Star Resources Limited Announces Dividend for the Six Months Ended December 31, 2024, Payable on March 27, 2025Northern Star Resources Limited announced dividend of AUD 0.25000000 for the six months ended December 31, 2024. Ex Date is March 5, 2025. Record Date is March 6, 2025 and Payment Date is March 27, 2025.
お知らせ • Feb 03Northern Star Resources Limited to Report First Half, 2025 Results on Feb 13, 2025Northern Star Resources Limited announced that they will report first half, 2025 results on Feb 13, 2025
お知らせ • Jan 21Northern Star Resources Limited Reaffirms Gold Sales Guidance for the Fiscal Year 2025Northern Star Resources Limited reaffirmed gold sales guidance for the fiscal year 2025. Fiscal year 2025 guidance at 1,650 koz- 1,800 koz gold sold and AISC of AUD 1,850/oz-2,100/oz and fiscal year 2025 exploration guidance at AUD 180 million.
お知らせ • Jan 06Northern Star Resources Limited to Report Q2, 2025 Results on Jan 21, 2025Northern Star Resources Limited announced that they will report Q2, 2025 results Pre-Market on Jan 21, 2025
お知らせ • Dec 15Northern Star Resources Reportedly May Sell Carosue Dam to Ramelius ResourcesFollowing Northern Star Resources Limited (ASX:NST)’s $5 billion buyout of De Grey Mining Limited, speculation is mounting that it may move to sell its Carosue Dam Operations to Ramelius Resources Limited (ASX:RMS). Market sources estimate a price tag of about $800 million. Sources believe it would be a valuable addition for Ramelius Resources and strategic for its Rebecca-Roe project, 150km east of Kalgoorlie. Sources believe that Northern Star would probably be willing to part with Carosue Dam if offered the right price for the asset.
お知らせ • Dec 03Northern Star Resources Limited (ASX:NST) agreed to acquire De Grey Mining Limited (ASX:DEG) for AUD 4.9 billion.Northern Star Resources Limited (ASX:NST) agreed to acquire De Grey Mining Limited (ASX:DEG) for AUD 4.9 billion on December 2, 2024. The consideration consists of common equity of Northern Star Resources Limited at a ratio of 0.119 per common equity, options and rights of De Grey Mining Limited. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders and approval of offer by target shareholders. The Board of Directors of De Grey Mining Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. Macquarie Capital Limited acted as financial advisor for Northern Star Resources Limited. King & Wood Mallesons, Australia Branch acted as legal advisor for Northern Star Resources Limited. Azure Capital Pty Ltd. acted as financial advisor for De Grey Mining Limited. Barrenjoey Capital Partners acted as financial advisor for De Grey Mining Limited. Barclays Bank PLC acted as financial advisor for De Grey Mining Limited. Gilbert and Tobin acted as legal advisor for De Grey Mining Limited. Steinepreis Paganin acted as legal advisor for De Grey Mining Limited. Automic Share Registry acted as registrar to De Grey Mining Limited.
お知らせ • Oct 23Harmony Gold Reportedly Eyes $2 Billion Ravenswood Gold MineHarmony Gold Mining Company Limited (JSE:HAR) is understood to have expressed interest in an acquisition of the $2 billion Ravenswood Gold Mine that being sold by EMR Capital Pty. Ltd. and Golden Energy and Resources Pte. Ltd. DataRoom understands that the $11 billion South African-listed gold miner is keen to buy the Queensland asset that Azure Capital and UBS have been appointed to sell. Market sources say that a deal would make sense for Harmony, given that its share price has been on a tear on the back of the record gold price and it has the cash to pay for the gold mine. Harmony is likely to come up against Australian-listed gold miners like Regis Resources Limited (ASX:RRL), Gold Road Resources Limited (ASX:GOR) and Capricorn Metals Ltd. (ASX:CMM), while Emerald Resources NL (ASX:EMR) may be interested. Northern Star Resources Limited (ASX:NST) and Evolution Mining Limited (ASX:EVN) may also take a look.
お知らせ • Oct 01Northern Star Resources Limited to Report Q1, 2025 Results on Oct 24, 2024Northern Star Resources Limited announced that they will report Q1, 2025 results Pre-Market on Oct 24, 2024
お知らせ • Sep 13Northern Star Resources Limited, Annual General Meeting, Nov 20, 2024Northern Star Resources Limited, Annual General Meeting, Nov 20, 2024. Location: level 4, 500 hay street, subiaco wa 6008 Australia
お知らせ • Aug 24Northern Star Resources Limited Announces Unfranked Final Ordinary Dividend for the Six Months June 30, 2024, Payable on 26 September 2024Northern Star Resources Limited announced an unfranked final ordinary dividend of AUD 0.25000000 for the six months June 30, 2024, to be paid on 26 September 2024. Record date of final dividend is 4 September 2024. Ex date is 3 September 2024.
Declared Dividend • Aug 24Final dividend of AU$0.25 announcedShareholders will receive a dividend of AU$0.25. Ex-date: 3rd September 2024 Payment date: 26th September 2024 Dividend yield will be 3.7%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.56 (vs AU$0.51 in FY 2023)Full year 2024 results: EPS: AU$0.56 (up from AU$0.51 in FY 2023). Revenue: AU$4.92b (up 19% from FY 2023). Net income: AU$638.5m (up 9.1% from FY 2023). Profit margin: 13% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Production and reserves: Gold Production: 1,644.5 troy koz Proved and probable reserves (ore): 430.6 Mt (383 Mt in FY 2023) Number of mines: 6 (6 in FY 2023) Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Aug 12Northern Star Resources Limited to Report Fiscal Year 2024 Results on Aug 22, 2024Northern Star Resources Limited announced that they will report fiscal year 2024 results on Aug 22, 2024
お知らせ • Jul 02Northern Star Resources Limited Appoints Michael Filan Ashforth as DirectorNorthern Star Resources Limited announced appointment of Michael Filan Ashforth as director. Date of appointment is 1 July 2024.
お知らせ • Jul 01Northern Star Resources Limited to Report Q4, 2024 Results on Jul 25, 2024Northern Star Resources Limited announced that they will report Q4, 2024 results on Jul 25, 2024
Buy Or Sell Opportunity • Jun 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €8.39. The fair value is estimated to be €10.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Apr 02Northern Star Resources Limited to Report Q3, 2024 Results on Apr 23, 2024Northern Star Resources Limited announced that they will report Q3, 2024 results Pre-Market on Apr 23, 2024
Upcoming Dividend • Feb 28Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 06 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (6.0%).
Declared Dividend • Feb 25First half dividend of AU$0.15 announcedShareholders will receive a dividend of AU$0.15. Ex-date: 6th March 2024 Payment date: 28th March 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (47% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.17 (vs AU$0.041 in 1H 2023)First half 2024 results: EPS: AU$0.17 (up from AU$0.041 in 1H 2023). Revenue: AU$2.25b (up 15% from 1H 2023). Net income: AU$198.5m (up 316% from 1H 2023). Profit margin: 8.8% (up from 2.4% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% 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 24% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 12Northern Star Resources Limited to Report First Half, 2024 Results on Feb 22, 2024Northern Star Resources Limited announced that they will report first half, 2024 results on Feb 22, 2024
Recent Insider Transactions • Nov 10CEO, MD & Director recently sold €2.2m worth of stockOn the 6th of November, Stuart Tonkin sold around 300k shares on-market at roughly €7.23 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stuart has been a net seller over the last 12 months, reducing personal holdings by €3.7m.
お知らせ • Oct 05Northern Star Resources Limited to Report Q1, 2024 Results on Oct 19, 2023Northern Star Resources Limited announced that they will report Q1, 2024 results on Oct 19, 2023
お知らせ • Sep 13Northern Star Resources Limited, Annual General Meeting, Nov 16, 2023Northern Star Resources Limited, Annual General Meeting, Nov 16, 2023, at 14:00 W. Australia Standard Time. Location: Level 4, 500 Hay Street, Subiaco Western Australia Australia
Upcoming Dividend • Aug 29Upcoming dividend of AU$0.15 per share at 2.3% yieldEligible shareholders must have bought the stock before 05 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 87%. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (8.7%).
お知らせ • Aug 24Northern Star Resources Limited Announces Unfranked Final Ordinary Dividend for Fiscal Year Ended 30 June 2023, Payable on 12 October 2023Northern Star Resources Limited announced an unfranked final ordinary dividend of $179 million (15.5 cents per fully paid Share), to be paid on 12 October 2023 out of retained earnings at 30 June 2023. Record date of final dividend is 6 September 2023. Ex date is 5 September 2023.
Reported Earnings • Aug 24Full year 2023 earnings released: EPS: AU$0.51 (vs AU$0.37 in FY 2022)Full year 2023 results: EPS: AU$0.51 (up from AU$0.37 in FY 2022). Revenue: AU$4.13b (up 11% from FY 2022). Net income: AU$585.2m (up 36% from FY 2022). Profit margin: 14% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% 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 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 04Northern Star Resources Limited to Report Fiscal Year 2023 Results on Aug 24, 2023Northern Star Resources Limited announced that they will report fiscal year 2023 results Pre-Market on Aug 24, 2023
お知らせ • Jul 26Northern Star Resources Limited (ASX:NST) completed the acquisition of Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK).Northern Star Resources Limited (ASX:NST) entered into a binding asset sale agreement to acquire Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK) for AUD 59.5 million on June 26, 2023. Under the terms, AUD 2 million cash deposit shall be paid on execution of the agreement, cash consideration of AUD 39 million shall be paid on completion along with issuance of 1.5 million shares subject to 12 months escrow. In the event that the transaction does not complete, the deposit will convert into a loan which will be repayable by Strickland to Northern Star within 30 days from the date of termination of the agreement. Completion is subject to limited conditions, which are consistent for a transaction of this nature. Strickland will use the proceeds to undertake large scale RC and diamond drill programs, aggressively upgrade its portfolio of gold prospects to mineral resource status, undertake a 1,500m diamond and 5,000m RC program, continue base metal exploration and assess new opportunities. The transaction is expected to complete no later than 30 business days. Longreach Capital is acting as corporate advisor and Hamilton Locke as legal advisor to Strickland. Northern Star Resources Limited (ASX:NST) completed the acquisition of Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK) on July 25, 2023. Under the transaction, Strickland received AUD 2 million cash deposit on execution of the agreement, cash consideration of AUD 39 million on completion and 1.5 million fully paid ordinary NST shares on completion of the transaction subject to 12 months escrow.
お知らせ • Jul 04Northern Star Resources Limited to Report Q4, 2023 Results on Jul 19, 2023Northern Star Resources Limited announced that they will report Q4, 2023 results Pre-Market on Jul 19, 2023
お知らせ • Jun 26Northern Star Resources Limited (ASX:NST) entered into a binding asset sale agreement to acquire interests in Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK) for AUD 59.5 million.Northern Star Resources Limited (ASX:NST) entered into a binding asset sale agreement to acquire interests in Tenements comprising the Millrose Project from Strickland Metals Limited (ASX:STK) for AUD 59.5 million on June 26, 2023. Under the terms, AUD 2 million cash deposit shall be paid on execution of the agreement, cash consideration of AUD 39 million shall be paid on completion along with issuance of 1.5 million shares subject to 12 months escrow. In the event that the transaction does not complete, the deposit will convert into a loan which will be repayable by Strickland to Northern Star within 30 days from the date of termination of the agreement. Completion is subject to limited conditions, which are consistent for a transaction of this nature. Strickland will use the proceeds to undertake large scale RC and diamond drill programs, aggressively upgrade its portfolio of gold prospects to mineral resource status, undertake a 1,500m diamond and 5,000m RC program, continue base metal exploration and assess new opportunities. The transaction is expected to complete no later than 30 business days. Longreach Capital is acting as corporate advisor and Hamilton Locke as legal advisor to Strickland.
Recent Insider Transactions • May 04Independent Non-Executive Director recently sold €72k worth of stockOn the 3rd of May, Nicholas Cernotta sold around 9k shares on-market at roughly €8.46 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.
Buying Opportunity • Apr 28Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €10.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 4.2%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.
Upcoming Dividend • Feb 28Upcoming dividend of AU$0.11 per share at 2.3% yieldEligible shareholders must have bought the stock before 07 March 2023. Payment date: 29 March 2023. The company is paying out more than 100% of its profits and is paying out 76% of its cash flow. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.4%).
Reported Earnings • Feb 21First half 2023 earnings released: EPS: AU$0.041 (vs AU$0.24 in 1H 2022)First half 2023 results: EPS: AU$0.041 (down from AU$0.24 in 1H 2022). Revenue: AU$1.95b (up 4.5% from 1H 2022). Net income: AU$47.7m (down 83% from 1H 2022). Profit margin: 2.4% (down from 15% in 1H 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 1.7% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 13Northern Star Resources Limited to Report First Half, 2023 Final Results on Feb 20, 2023Northern Star Resources Limited announced that they will report first half, 2023 final results on Feb 20, 2023
お知らせ • Jan 09Northern Star Resources Limited to Report Q2, 2023 Results on Jan 19, 2023Northern Star Resources Limited announced that they will report Q2, 2023 results Pre-Market on Jan 19, 2023
Recent Insider Transactions • Dec 19CEO, MD & Director recently sold €1.5m worth of stockOn the 16th of December, Stuart Tonkin sold around 223k shares on-market at roughly €6.78 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Stuart's only on-market trade for the last 12 months.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Marnie Finlayson 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.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.54, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.11 per share.
Buying Opportunity • Nov 04Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €7.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
Recent Insider Transactions • Oct 04Independent Non-Executive Director recently bought €54k worth of stockOn the 28th of September, Nicholas Cernotta bought around 11k shares on-market at roughly €4.74 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €236k. Insiders have collectively bought €727k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Sep 07Non-Executive Chairman recently bought €236k worth of stockOn the 1st of September, Michael Chaney bought around 45k shares on-market at roughly €5.25 per share. This transaction increased Michael's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Reported Earnings • Aug 30Full year 2022 earnings released: EPS: AU$0.37 (vs AU$1.15 in FY 2021)Full year 2022 results: EPS: AU$0.37 (down from AU$1.15 in FY 2021). Revenue: AU$3.74b (up 35% from FY 2021). Net income: AU$429.8m (down 58% from FY 2021). Profit margin: 12% (down from 37% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, 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 increased by 37% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Independent Non-Executive Director John Fitzgerald is the most experienced director on the board, commencing their role in 2012. Independent Non-Executive Director Sharon Warburton was the last independent director to join the board, commencing their role in 2021. 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.
Upcoming Dividend • Feb 28Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 29 March 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (8.7%).
Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.22 (down from AU$0.25 in 1H 2021). Revenue: AU$1.81b (up 63% from 1H 2021). Net income: AU$261.0m (up 43% from 1H 2021). Profit margin: 14% (down from 17% in 1H 2021). Revenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 16%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Dec 08CEO, MD & Director recently bought €275k worth of stockOn the 3rd of December, Stuart Tonkin bought around 50k shares on-market at roughly €5.51 per share. In the last 3 months, there was an even bigger purchase from another insider worth €599k. Stuart has been a buyer over the last 12 months, purchasing a net total of €858k worth in shares.
Recent Insider Transactions • Sep 30Non-Executive Director recently bought €62k worth of stockOn the 27th of September, Sally Langer bought around 11k shares on-market at roughly €5.42 per share. In the last 3 months, there was an even bigger purchase from another insider worth €599k. Insiders have collectively bought €1.4m more in shares than they have sold in the last 12 months.
Executive Departure • Sep 23Executive Director Raleigh Finlayson has left the companyOn the 22nd of September, Raleigh Finlayson's tenure as Executive Director ended after less than a year in the role. As of June 2021, Raleigh still personally held 2.27m shares (€14m worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 4.92 years.
Recent Insider Transactions • Sep 14Executive Director recently bought €599k worth of stockOn the 9th of September, Raleigh Finlayson bought around 100k shares on-market at roughly €5.99 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.3m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Sep 02CEO, MD & Director recently bought €290k worth of stockOn the 31st of August, Stuart Tonkin bought around 50k shares on-market at roughly €5.81 per share. This was the largest purchase by an insider in the last 3 months. This was Stuart's only on-market trade for the last 12 months.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Sep 01Director Sharon Warburton has joined 5th company boardSharon Warburton has been appointed to the board of Northern Star Resources Limited (ASX:NST). Warburton now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Upcoming Dividend • Aug 30Upcoming dividend of AU$0.095 per shareEligible shareholders must have bought the stock before 06 September 2021. Payment date: 29 September 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (5.2%).
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$1.15 (vs AU$0.37 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$2.76b (up 40% from FY 2020). Net income: AU$1.03b (up 300% from FY 2020). Profit margin: 37% (up from 13% in FY 2020). Production and reserves: Gold Production: 1,605.4 troy koz Proved and probable reserves (ore): 386.8 Mt (173.6 Mt in FY 2020) Number of mines: 6 (5 in FY 2020) Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Executive Departure • Jul 13Independent Non-Executive Director Shirley In’t Veld has left the companyOn the 30th of June, Shirley In’t Veld's tenure as Independent Non-Executive Director ended after 4.8 years in the role. As of March 2021, Shirley still personally held 57.82k shares (€342k 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 less than a year, which is considered inexperienced in the Simply Wall St Risk Model.