View ValuationBannerman Energy 将来の成長Future 基準チェック /66Bannerman Energy利益と収益がそれぞれ年間65.4%と66.2%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24.2% 66.7%なると予測されています。主要情報65.4%収益成長率66.72%EPS成長率Oil and Gas 収益成長0%収益成長率66.2%将来の株主資本利益率24.19%アナリストカバレッジLow最終更新日12 Jun 2026今後の成長に関する最新情報Breakeven Date Change • Jun 30Forecast to breakeven in 2027The 2 analysts covering Bannerman Energy expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$37.1m in 2027. Average annual earnings growth of 73% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesBoard Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Danny Goeman was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 28Bannerman Energy Ltd to Report Q2, 2026 Results on Jan 29, 2026Bannerman Energy Ltd announced that they will report Q2, 2026 results on Jan 29, 2026お知らせ • Oct 14Bannerman Energy Ltd, Annual General Meeting, Nov 13, 2025Bannerman Energy Ltd, Annual General Meeting, Nov 13, 2025. Location: at subiaco meeting rooms, level 1, suite 9, 110 hay street, subiaco wa 6008 Australiaお知らせ • Jul 24Bannerman Energy Ltd to Report Q4, 2025 Results on Jul 29, 2025Bannerman Energy Ltd announced that they will report Q4, 2025 results on Jul 29, 2025お知らせ • Jun 26Bannerman Energy Ltd has completed a Follow-on Equity Offering in the amount of AUD 85 million.Bannerman Energy Ltd has completed a Follow-on Equity Offering in the amount of AUD 85 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 26,562,500 Price\Range: AUD 3.2 Discount Per Security: AUD 0.136 Transaction Features: Subsequent Direct Listingお知らせ • Apr 10Bannerman Energy Ltd announced that it expects to receive CAD 2.2 million in fundingBannerman Energy Ltd announces a convertible note financing with a number of existing Commerce and Mont Royal shareholders, and other sophisticated investors, for gross proceeds of $2.2 million on April 9, 2025.お知らせ • Mar 10Bannerman Energy Ltd. Announces Resignation of Mike Leech as Non-Executive Director, Effective March 10, 2025Bannerman Energy Ltd. announced that Mr. Mike Leech has tendered his resignation as a Non-Executive Director of the Company, effective March 10, 2025, for personal reasons. Mr. Leech will continue in his role as a Director of Bannerman's Namibian subsidiary, Bannerman Mining Resources (Namibia) (Pty) Ltd. Mr. Leech has served as a Non-Executive Director of the Company since April 2017 and, more recently, as Chair of the Audit Committee (a role which will now be assumed by Non-Executive Director, Ms Felicity Gooding). Following the recent appointments of Ms. Felicity Gooding and Mr. Bruce McFadzean as Non-Executive Directors of Bannerman, the Board has determined that its composition is appropriate at this current point in time and will not be seeking to appoint a replacement director in the near term.お知らせ • Jan 22Bannerman Energy Ltd Appoints Ms. Felicity Gooding as Non-Executive Director, Effective January 22, 2025Bannerman Energy Ltd. announced further key appointments to its Board of Directors and senior management team. Ms. Felicity Gooding has been appointed to the Bannerman Board as a non-executive director, effective January 22, 2025. Felicity is a proven senior finance executive with over 20 years' experience in senior finance and management roles within multinational and ASX-listed organizations, based in both Australia and internationally. Her core areas of expertise include strategic and financial analysis, debt funding, corporate finance, mergers and acquisitions and sustainability reporting. She has deep experience across a range of key industry sectors, notably green energy, mining, infrastructure, consumer goods, agriculture, and philanthropy. Felicity is currently the Chief Financial Officer of lithium development business, Vulcan Energy Resources. Previously, she held the roles of Chief Financial Officer and Global Head of Commercial at Fortescue Future Industries (FFI), a subsidiary of Fortescue. Prior to this, Felicity held a variety of senior positions for Tattarang Pty Ltd. and the Minderoo Foundation, including Deputy Chief Executive Officer, Chief Financial Officer and Chief Operating Officer. Her early career featured positions at Sirius Minerals plc, Diageo plc and PwC Australia. Felicity holds a Bachelor of Commerce from the University of Western Australia and a Graduate Diploma from the Institute of Chartered Accountants. She is also a Graduate of the Australian Institute of Company Directors and has been awarded a fellowship of the Institute of Chartered Accountants. Felicity has previously held listed non-executive director roles at Poseidon Nickel, Impact Minerals and Vimy Resources. She also served as a director, Deputy Chairperson and Chair of the Finance Committee of the Black Swan State Theatre Company of Western Australia.お知らせ • Nov 20Bannerman Energy Ltd Announces Appointment of Bruce McFadzean as Non-Executive DirectorBannerman Energy Limited announced the appointment of experienced mining executive, Mr. Bruce McFadzean, as a non-executive director, effective 18 November 2024. Bruce is a mining engineer with over 40 years of mining and process experience across a broad range of commodities and geographies. He has had extensive exposure to all levels of operations and corporate leadership across his career, including managing the construction, commissioning and ramp- up of six new mining operations globally. Bruce's previous key executive leadership roles include: Managing Director and CEO of Australian mineral sands development business, Sheffield Resources Limited, from 2015-21. Managing Director and CEO of African copper developer, Mawson West Limited, from 2012-15. Managing Director and CEO of Australian gold producer, Catalpa Resources Limited, from 2008-12. Prior to this, Bruce's professional work history includes almost 15 years working with global mining majors, BHP Limited and Rio Tinto Limited, in a range of operational and mine management roles. Bruce holds a Diploma of Mining from Curtin University, W.A. Quarry Managers Certificate and Fellow of AusIMM. He is currently the non-executive chairman of Aquirian Limited and a non-executive director of Argosy Limited.お知らせ • Oct 09Bannerman Energy Announces the Retirement of Ian Burvill, Non-Executive Director, Effective 15 November 2024Bannerman Energy Ltd. announced that Mr. Ian Burvill, Non-Executive Director, will retire by rotation at the Company's upcoming Annual General Meeting (AGM) scheduled for 15 November 2024. Mr. Burvill has advised that he will not be standing for re-election and will cease to be a director at the conclusion of the AGM.お知らせ • Sep 27Bannerman Energy Ltd, Annual General Meeting, Nov 15, 2024Bannerman Energy Ltd, Annual General Meeting, Nov 15, 2024.お知らせ • Sep 23Bannerman Energy Ltd(ASX:BMN) dropped from S&P/ASX Emerging Companies IndexBannerman Energy Ltd(ASX:BMN) dropped from S&P/ASX Emerging Companies IndexNew Risk • Sep 21New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$18m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$18m free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Revenue is less than US$1m. Minor Risk Shareholders have been diluted in the past year (19% increase in shares outstanding).New Risk • Aug 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of stocks in the market. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.8% average weekly change). Revenue is less than US$1m (AU$1.4m revenue, or US$913k). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).Buy Or Sell Opportunity • Jul 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to R39.02. The fair value is estimated to be R49.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 127% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to decline by 100% in 2 years. Earnings are forecast to grow by 7.8% in the next 2 years.New Risk • Jul 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$1.4m revenue, or US$932k). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$12m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m (AU$1.4m revenue, or US$924k). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).Breakeven Date Change • Jun 30Forecast to breakeven in 2027The 2 analysts covering Bannerman Energy expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$37.1m in 2027. Average annual earnings growth of 73% is required to achieve expected profit on schedule.Buy Or Sell Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to R39.99. The fair value is estimated to be R50.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 127% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to decline by 100% in 2 years. Earnings are forecast to grow by 8.2% in the next 2 years.New Risk • Apr 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 4.5% per year for the foreseeable future. Revenue is less than US$1m (AU$1.4m revenue, or US$898k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$7.0m net loss in 2 years). Share price has been volatile over the past 3 months (9.4% average weekly change).New Risk • Mar 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 7.8% per year for the foreseeable future. Revenue is less than US$1m (AU$1.4m revenue, or US$909k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$8.1m net loss in 2 years). Share price has been volatile over the past 3 months (9.5% average weekly change).お知らせ • Feb 02Bannerman Energy Announces Board and Executive Changes, Effective Early March 2024Bannerman Energy (BMN) has announced changes to its Board and key executive roles, effective from early March 2024. After almost 15 years of dedicated service, Mr. Ronnie Beevor will be retiring from the Bannerman Board. As Non-Executive Chairman, Ronnie has been instrumental in guiding the Company through the post-Fukushima challenges of the entire nuclear industry and to its current position of financial strength and shovel-readiness at Etango. Bannerman's current Managing Director and CEO, Mr. Brandon Munro, will assume the role of Executive Chairman. His key executive responsibilities will include ongoing leadership of the financing workstream for Etango, general corporate affairs, and capital markets interface. The terms of Brandon's employment will remain unchanged. Ms Alison Terry will be appointed as Lead Independent Director. Alison joined the Bannerman Board in October 2022 bringing with her a high-performance record as a senior resources and corporate affairs executive with a deep understanding of sustainability, ESG dynamics, legal and corporate affairs, and the complexities of major operations. Mr. Gavin Chamberlain is to be the Company's new Chief Executive Officer (CEO). Gavin joined Bannerman in February 2023 in the role of Chief Operating Officer. He is a deeply experienced minerals sector leader and project builder, with a substantial and successful track record in construction, engineering and project management, most particularly within the southern African mining industry. His professional experience includes being the responsible Project Director for the development of the $2 billion Husab Uranium Project in Namibia. Gavin's key terms of employment as CEO are outlined in the Appendix to this release. The Bannerman Board will continue to evaluate and evolve its composition as appropriate as the business advances towards FID and construction of the Etango mine.New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of stocks in the market. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Revenue is less than US$1m (AU$1.4m revenue, or US$881k). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.7m net loss in 2 years).お知らせ • Sep 29Bannerman Energy Ltd, Annual General Meeting, Nov 09, 2023Bannerman Energy Ltd, Annual General Meeting, Nov 09, 2023, at 10:00 W. Australia Standard Time.New Risk • Sep 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Revenue is less than US$1m (AU$135k revenue, or US$87k). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (AU$5.2m net loss in 2 years). Share price has been volatile over the past 3 months (9.1% average weekly change).お知らせ • Feb 02Bannerman Energy Limited Appoints Gavin Chamberlain as Chief Operating OfficerBannerman Energy Limited announced the appointment of proven resources executive, Mr. Gavin Chamberlain, to the role of Chief Operating Officer (COO). Gavin is a deeply experienced minerals sector leader and project manager with over 30 years within the global mining industry. This includes a substantial and successful track record in construction, engineering and project management, most particularly within the southern African mining industry. He was most recently the COO of Kore Potash Limited where he was responsible for advancing its large-scale potash projects in the Sintoukola district of Republic of Congo. This role saw him hold technical and commercial oversight of all internal and external project teams, as well as fostering keylender and equity investor relationships. Prior to this, Gavin was the Regional Director, Mining and Minerals Africa of AMEC Foster Wheeler(now Wood plc). Within this role, he was also the responsible Project Director for the development of the $2 billion Husab Uranium Project in Namibia. Gavin held several other project management and general civil construction roles earlier in his career. He has a Bachelor of Science (Civil Engineering) from the University of Natal and a Graduate Diploma in Engineering from the University of Witwatersand. Gavin is based in southern Africa and commences with Bannerman on 3 February, 2023.お知らせ • Dec 06Bannerman Energy Ltd Announces Etango-8 Definitive Feasibility StudyBannerman Energy Ltd. announced the results from the Definitive Feasibility Study (DFS) completed on its 95%-owned Etango-8 Uranium Project (Etango-8) in Namibia. Highlights: Definitive-level confirmation of strong technical and economic viability of conventional open pit mining and heap leach processing of the world-class Etango deposit at 8Mtpa throughput; Significant LOM operating cost efficiencies captured (-5% AISC), particularly in power, strongly mitigating approx. 15% increase in pre-production capex estimate (general inflationary factors) compared with the August 2021 Etango-8 Pre-Feasibility Study (PFS). Strong projected Etango-8 returns: DFS base pricing (USD 65/lb U3O8) generates USD 209 million NPV8% (post-tax, real, ungeared) and 17% IRR (same basis); DFS upside pricing (USD 80/lb U3O8) generates USD 436 million NPV8% and 25% IRR (all same basis); Long-term scalability of Etango Project (up to 20Mtpa) confirmed by previous definitive level studies; provides strong optionality and further leverage to upside-case uranium market; Long-life 3.5 Mlbs pa U3O8 development further de-risked with acid supply infrastructure options, more conservative construction schedule and higher accuracy (+/-15%) cost estimation; Etango-8 moving towards financing and construction with Front End Engineering and Design, offtake and project finance processes progressing in parallel: Mining Licence (ML) application submitted in August 2022; Targeted positive Final Investment Decision (FID) during second half calendar year 2023.お知らせ • Oct 13Bannerman Energy Ltd Appoints Alison Terry as Non-Executive DirectorBannerman Energy Ltd. advised that it has appointed leading resources and corporate affairs executive, Ms Alison Terry, as a non-executive director of the Company. Alison is an experienced senior executive with a deep understanding of sustainability, ESG dynamics, legal and corporate affairs and the complexities of major operations. Most recently, she held the position of Director Sustainability and Corporate Affairs and Joint Company Secretary at Fortescue Metals Group, as a member of Fortescue's Executive team. Prior to joining Fortescue in 2014, she held senior executive roles in corporate affairs, legal and general management across a number of sectors, including at General Motors Holden Limited in the positions of General Counsel, Company Secretary and Executive Director, Corporate Affairs. Subsequently, she led automotive business development and corporate affairs at the Australian subsidiary of global electric vehicle infrastructure start-up, Better Place. Her previous non-executive roles include on the boards of NBN Tasmania and the leading industry super fund, AustralianSuper, where she was also a member of the Audit and Risk Committee. Alison holds a Bachelor of Economics and Bachelor of Laws (Honours) and a Graduate Diploma of Business (Accounting). She is also a member of Chief Executive Women and a Graduate of theAustralian Institute of Company Directors. Inline with the casual vacancy provisions of Bannerman's constitution, Ms Terry will stand for re-election at the Company's upcoming Annual General Meeting in November.お知らせ • Sep 28Bannerman Energy Ltd, Annual General Meeting, Nov 16, 2022Bannerman Energy Ltd, Annual General Meeting, Nov 16, 2022, at 10:00 W. Australia Standard Time.お知らせ • Jun 14Bannerman Energy Ltd, Annual General Meeting, Jul 18, 2022Bannerman Energy Ltd, Annual General Meeting, Jul 18, 2022, at 11:00 W. Australia Standard Time. Location: Suite 7, 245 Churchill Avenue Subiaco Western Australia Australia Agenda: To consider approval to issue shares in consolidation for acquisition; to consider ratification of prior issue of placement shares; to consider the consolidation of capital; and to transact such other business issues.お知らせ • May 19Bannerman Energy Ltd (ASX:BMN) entered into a share purchase agreement to acquire 42.7% stake in Namibia Critical Metals Inc. (TSXV:NMI) from Adventure Resources Holdings (Pty) Ltd and Philco 192 (Pty) Ltd for AUD 8.9 million.Bannerman Energy Ltd (ASX:BMN) entered into a share purchase agreement to acquire 42.7% stake in Namibia Critical Metals Inc. (TSXV:NMI) from Adventure Resources Holdings (Pty) Ltd and Philco 192 (Pty) Ltd for AUD 8.9 million on May 18, 2022. On May 18, 2022, Bannerman entered into a share purchase agreement with Philco 192 (Pty) Ltd. (“Philco”) and Adventure Resources Holdings (Pty) Ltd. Pursuant to which Bannerman agreed to acquire 75,201,603 Common Shares from Philco and 7,089,077 Common Shares from Adventure, for an aggregate of 82,290,680 Common Shares. Total consideration payable by Bannerman to the Vendors for the Common Shares is comprised of a cash payment of AUD 7,236,179 (the “Cash Payment”) and the issuance of 8,463,367 Bannerman Shares. In the event that Bannerman does not obtain shareholder approval to issue the Bannerman Shares to the Vendors, Bannerman has agreed make an additional payment to the Vendors of AUD 2,412,059 in lieu of issuing the Bannerman Shares. Bannerman did not own any securities of Namibia Critical prior to entering into the Purchase Agreement. Upon completion of the transactions contemplated by the Purchase Agreement, Bannerman will own 82,290,680 Common Shares.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mike Leech was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jan 22Bannerman Energy Ltd Announces Definitive Feasibility Study for its Etango-8 Uranium Project in Namibia (Etango-8) is Progressing WellBannerman Energy Ltd. announced that the Definitive Feasibility Study (DFS) for its Etango-8 Uranium Project in Namibia (Etango-8) is progressing well. The Etango Uranium Project is located in the Erongo Region of Namibia, approximately 30 kilometres to the east-south-east of Swakopmund and approximately 70 kilometres from the Walvis Bay deep- sea port facility. It is positioned within a highly established uranium mining jurisdiction, where the mining and export of uranium via Walvis Bay has been ongoing for over 45 years. The Etango Project is owned by Bannerman Energy Ltd, through its 95%-owned subsidiary Bannerman Mining Resources (Namibia) (Pty) Ltd. Planned development of the Etango Project involves bulk open pit mining of a large, relatively homogenous uranium deposit followed by crushing, acid heap leaching, Ion Exchange with Nano Filtration, and uranium recovery into yellowcake product (U3O8). In April 2012, Bannerman completed a DFS (DFS 2012) for the Etango Project. The DFS 2012 was based on a 20 Mtpa mine and heap leach process throughput. Mine planning, engineering design and capital and operating cost estimation was undertaken to an accuracy of ±15%. In March 2015, Bannerman commissioned an industrial scale plant to demonstrate the heap leach configuration and assumptions. The results of the trials demonstrated strong support for the DFS 2012 metallurgical parameters. The heap leach process route has also been comprehensively de-risked through the operation of the Etango Heap Leach Demonstration Plant over several years. In 2019, Bannerman commenced an evaluation of various project scaling and scope opportunities under a range of potential development parameters and market conditions. Indicative outcomes of this work highlighted strong potential for a scaled-down initial development of the Etango Project at 8 Mtpa throughput (Etango-8). As a result, Bannerman commenced work on a Scoping Study into such a development, which was completed in August 2020. In August 2021, Bannerman completed the Etango-8 Pre-Feasibility Study (PFS) to a ±20% level of accuracy. Key external study consultants included Wood plc (process plant design and related infrastructure, plant capital and operating cost estimates) and Qubeka Mining Consultants (pit inventory estimates, mine planning and mining cost estimates). The results of the Etango-8 PFS confirmed that this accelerated, streamlined project is strongly amenable to development - both technically and economically. Bannerman also announced the Board's decision to proceed with the Etango-8 DFS, with completion targeted for third quarter of current year 2022. Work commenced on the Etango-8 DFS in August 2021. Targeted progress has been made on all key workstreams, with process flow sheet design and process plant geotechnical field work complete. Accordingly, the DFS is progressing according to the originally envisaged timetable, with targeted completion remaining for third quarter of current year 2022. Further, the DFS remains on budget, which was estimated at a total of approximately AUD 4 million (excluding internal costs). Although Etango-8 is a large-scale project, and its projected production rate is amongst the large uranium projects in prospective development globally, the DFS is being undertaken on an accelerated timeframe for a relatively modest budget. This is because the DFS benefits from a vast body of previous technical work undertaken since 2007 at Etango, with extensive resource drilling, geotechnical, metallurgical and environmental work already complete. The DFS owner's team is led by Werner Ewald, Managing Director of Bannerman Mining Resources (Namibia) (Pty) Ltd. Mr. Ewald is an engineer with extensive Namibian uranium mining experience. Prior to joining Bannerman, Mr. Ewald was Mine Manager at the Rossing Uranium Mine, then owned by Rio Tinto. Mr. Ewald joined the Company in 2010 and has been intimately involved with prior feasibility, environmental and metallurgical work undertaken at Etango.Recent Insider Transactions • May 02CEO, MD & Executive Director recently bought R361k worth of stockOn the 29th of April, Brandon Munro bought around 250k shares on-market at roughly R1.44 per share. This was the largest purchase by an insider in the last 3 months. Brandon has been a buyer over the last 12 months, purchasing a net total of R720k worth in shares.お知らせ • Feb 12Bannerman Resources Limited announced that it expects to receive AUD 12 million in fundingBannerman Resources Limited (ASX:BMN) announced a private placement of 114,285,716 common shares at a price of AUD 0.105 per share for gross proceeds of AUD 12,000,000.18 on February 10, 2021. The transaction involved participation from existing shareholders and new fund entrants. The placement will be completed in one tranche pursuant to the transaction. The company expects to close the transaction on February 19, 2021. Placement shares will rank equally in all respects with the existing fully paid ordinary shares in the company.Is New 90 Day High Low • Jan 15New 90-day high: R1.78The company is up 334% from its price of R0.41 on 16 October 2020. The Namibian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 14% over the same period.Is New 90 Day High Low • Dec 29New 90-day high: R1.07The company is up 128% from its price of R0.47 on 01 October 2020. The Namibian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 13% over the same period.Is New 90 Day High Low • Dec 02New 90-day high: R0.54The company is up 4.0% from its price of R0.52 on 03 September 2020. The Namibian market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is flat over the same period.お知らせ • Nov 09Bannerman Resources Limited Provides Update on the Progress of Its Pre-Feasibility Study (Pfs) for the 8Mtpa Development1 of Its Flagship Etango Uranium Project in NamibiaBannerman Resources Limited provided an update on the progress of its Pre-Feasibility Study (PFS) for the 8Mtpa development1 of its flagship Etango Uranium Project in Namibia (Etango-8). Etango-8 PFS workstreams proceeding to plan; Scoping Study demonstrated the strong technical and economic viability of conventional open pit mining and heap leach processing of the Etango deposit at 8Mtpa throughput, Etango-8 provides an alternative, streamlined development model to the 20Mtpa development of Etango assessed to Definitive Feasibility Study level in 2015. High quality consultants engaged to complete the PFS including: Wood plc appointed for processing plant design, Qubeka Mining Consultants appointed for mining studies. PFS benefits from vast body of technical work previously undertaken at Etango to a definitive level; all resource drilling, geotechnical, metallurgical and environmental work already complete, Completion of the PFS is expected during the June 2021 quarter, Estimated PFS cost is approx. A$1.0M; fully funded from existing cash balance of A$3.7M (at 30 September 2020).Is New 90 Day High Low • Oct 29New 90-day low: R0.38The company is down 7.0% from its price of R0.41 on 31 July 2020. The Namibian market is down 14% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is down 4.0% over the same period.業績と収益の成長予測NMSE:BMN - 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6/30/202810540-46846/30/2027N/A-7-121-846/30/20260-5-62-6412/31/20250-2-60-6N/A9/30/20250-3-53-4N/A6/30/20250-4-46-3N/A3/31/20250-5-40-3N/A12/31/2024N/A-6-34-3N/A9/30/2024N/A-8-26-3N/A6/30/2024N/A-10-18-3N/A3/31/2024N/A-9-15-2N/A12/31/2023N/A-8-12-2N/A9/30/2023N/A-6-11-2N/A6/30/2023N/A-5-9-2N/A3/31/20230-5-9-2N/A12/31/20220-5-8-3N/A9/30/20220-4-8-2N/A6/30/20220-3-7-2N/A3/31/20220-3-7-2N/A12/31/2021N/A-3-6-2N/A9/30/2021N/A-2-4-2N/A6/30/2021N/A-2-3-1N/A3/31/2021N/A-2-3-1N/A12/31/2020N/A-2-2-1N/A9/30/2020N/A-2-2-1N/A6/30/2020N/A-2-2-1N/A3/31/2020N/A-2-2-1N/A12/31/2019N/A-2-2-1N/A9/30/2019N/A-2N/A-1N/A6/30/2019N/A-2N/A-1N/A3/31/20190-2N/A-2N/A12/31/20180-3N/A-2N/A9/30/20180-3N/A-2N/A6/30/20180-2N/A-2N/A3/31/20180-3N/A-2N/A12/31/20170-3N/A-2N/A9/30/20170-3N/A-2N/A6/30/20170-3N/A-1N/A3/31/20170-2N/A-2N/A12/31/2016N/A-2N/A-2N/A9/30/2016N/A1N/A-3N/A6/30/2016N/A0N/A-3N/A3/31/2016N/A-1N/A-2N/A12/31/2015N/A-1N/A-2N/A9/30/2015N/A-5N/A-2N/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: BMNは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 15.1% ) よりも高い成長率であると考えられます。収益対市場: BMN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: BMN今後 3 年以内に収益を上げることが予想されます。収益対市場: BMNの収益 ( 66.2% ) NA市場 ( -21.9% ) 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: BMNの収益 ( 66.2% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BMNの 自己資本利益率 は、3年後には高くなると予測されています ( 24.2 %)成長企業の発掘7D1Y7D1Y7D1YEnergy 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2026/06/17 18:34終値2026/06/17 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bannerman Energy Ltd 4 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。13 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedEdward SterckBMO Capital Markets Equity ResearchJames BullenCanaccord Genuity10 その他のアナリストを表示
Breakeven Date Change • Jun 30Forecast to breakeven in 2027The 2 analysts covering Bannerman Energy expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$37.1m in 2027. Average annual earnings growth of 73% is required to achieve expected profit on schedule.
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Danny Goeman was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 28Bannerman Energy Ltd to Report Q2, 2026 Results on Jan 29, 2026Bannerman Energy Ltd announced that they will report Q2, 2026 results on Jan 29, 2026
お知らせ • Oct 14Bannerman Energy Ltd, Annual General Meeting, Nov 13, 2025Bannerman Energy Ltd, Annual General Meeting, Nov 13, 2025. Location: at subiaco meeting rooms, level 1, suite 9, 110 hay street, subiaco wa 6008 Australia
お知らせ • Jul 24Bannerman Energy Ltd to Report Q4, 2025 Results on Jul 29, 2025Bannerman Energy Ltd announced that they will report Q4, 2025 results on Jul 29, 2025
お知らせ • Jun 26Bannerman Energy Ltd has completed a Follow-on Equity Offering in the amount of AUD 85 million.Bannerman Energy Ltd has completed a Follow-on Equity Offering in the amount of AUD 85 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 26,562,500 Price\Range: AUD 3.2 Discount Per Security: AUD 0.136 Transaction Features: Subsequent Direct Listing
お知らせ • Apr 10Bannerman Energy Ltd announced that it expects to receive CAD 2.2 million in fundingBannerman Energy Ltd announces a convertible note financing with a number of existing Commerce and Mont Royal shareholders, and other sophisticated investors, for gross proceeds of $2.2 million on April 9, 2025.
お知らせ • Mar 10Bannerman Energy Ltd. Announces Resignation of Mike Leech as Non-Executive Director, Effective March 10, 2025Bannerman Energy Ltd. announced that Mr. Mike Leech has tendered his resignation as a Non-Executive Director of the Company, effective March 10, 2025, for personal reasons. Mr. Leech will continue in his role as a Director of Bannerman's Namibian subsidiary, Bannerman Mining Resources (Namibia) (Pty) Ltd. Mr. Leech has served as a Non-Executive Director of the Company since April 2017 and, more recently, as Chair of the Audit Committee (a role which will now be assumed by Non-Executive Director, Ms Felicity Gooding). Following the recent appointments of Ms. Felicity Gooding and Mr. Bruce McFadzean as Non-Executive Directors of Bannerman, the Board has determined that its composition is appropriate at this current point in time and will not be seeking to appoint a replacement director in the near term.
お知らせ • Jan 22Bannerman Energy Ltd Appoints Ms. Felicity Gooding as Non-Executive Director, Effective January 22, 2025Bannerman Energy Ltd. announced further key appointments to its Board of Directors and senior management team. Ms. Felicity Gooding has been appointed to the Bannerman Board as a non-executive director, effective January 22, 2025. Felicity is a proven senior finance executive with over 20 years' experience in senior finance and management roles within multinational and ASX-listed organizations, based in both Australia and internationally. Her core areas of expertise include strategic and financial analysis, debt funding, corporate finance, mergers and acquisitions and sustainability reporting. She has deep experience across a range of key industry sectors, notably green energy, mining, infrastructure, consumer goods, agriculture, and philanthropy. Felicity is currently the Chief Financial Officer of lithium development business, Vulcan Energy Resources. Previously, she held the roles of Chief Financial Officer and Global Head of Commercial at Fortescue Future Industries (FFI), a subsidiary of Fortescue. Prior to this, Felicity held a variety of senior positions for Tattarang Pty Ltd. and the Minderoo Foundation, including Deputy Chief Executive Officer, Chief Financial Officer and Chief Operating Officer. Her early career featured positions at Sirius Minerals plc, Diageo plc and PwC Australia. Felicity holds a Bachelor of Commerce from the University of Western Australia and a Graduate Diploma from the Institute of Chartered Accountants. She is also a Graduate of the Australian Institute of Company Directors and has been awarded a fellowship of the Institute of Chartered Accountants. Felicity has previously held listed non-executive director roles at Poseidon Nickel, Impact Minerals and Vimy Resources. She also served as a director, Deputy Chairperson and Chair of the Finance Committee of the Black Swan State Theatre Company of Western Australia.
お知らせ • Nov 20Bannerman Energy Ltd Announces Appointment of Bruce McFadzean as Non-Executive DirectorBannerman Energy Limited announced the appointment of experienced mining executive, Mr. Bruce McFadzean, as a non-executive director, effective 18 November 2024. Bruce is a mining engineer with over 40 years of mining and process experience across a broad range of commodities and geographies. He has had extensive exposure to all levels of operations and corporate leadership across his career, including managing the construction, commissioning and ramp- up of six new mining operations globally. Bruce's previous key executive leadership roles include: Managing Director and CEO of Australian mineral sands development business, Sheffield Resources Limited, from 2015-21. Managing Director and CEO of African copper developer, Mawson West Limited, from 2012-15. Managing Director and CEO of Australian gold producer, Catalpa Resources Limited, from 2008-12. Prior to this, Bruce's professional work history includes almost 15 years working with global mining majors, BHP Limited and Rio Tinto Limited, in a range of operational and mine management roles. Bruce holds a Diploma of Mining from Curtin University, W.A. Quarry Managers Certificate and Fellow of AusIMM. He is currently the non-executive chairman of Aquirian Limited and a non-executive director of Argosy Limited.
お知らせ • Oct 09Bannerman Energy Announces the Retirement of Ian Burvill, Non-Executive Director, Effective 15 November 2024Bannerman Energy Ltd. announced that Mr. Ian Burvill, Non-Executive Director, will retire by rotation at the Company's upcoming Annual General Meeting (AGM) scheduled for 15 November 2024. Mr. Burvill has advised that he will not be standing for re-election and will cease to be a director at the conclusion of the AGM.
お知らせ • Sep 27Bannerman Energy Ltd, Annual General Meeting, Nov 15, 2024Bannerman Energy Ltd, Annual General Meeting, Nov 15, 2024.
お知らせ • Sep 23Bannerman Energy Ltd(ASX:BMN) dropped from S&P/ASX Emerging Companies IndexBannerman Energy Ltd(ASX:BMN) dropped from S&P/ASX Emerging Companies Index
New Risk • Sep 21New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$18m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$18m free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Revenue is less than US$1m. Minor Risk Shareholders have been diluted in the past year (19% increase in shares outstanding).
New Risk • Aug 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of stocks in the market. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.8% average weekly change). Revenue is less than US$1m (AU$1.4m revenue, or US$913k). Minor Risk Shareholders have been diluted in the past year (17% increase in shares outstanding).
Buy Or Sell Opportunity • Jul 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to R39.02. The fair value is estimated to be R49.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 127% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to decline by 100% in 2 years. Earnings are forecast to grow by 7.8% in the next 2 years.
New Risk • Jul 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$1.4m revenue, or US$932k). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).
New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$12m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m (AU$1.4m revenue, or US$924k). Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
Breakeven Date Change • Jun 30Forecast to breakeven in 2027The 2 analysts covering Bannerman Energy expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$37.1m in 2027. Average annual earnings growth of 73% is required to achieve expected profit on schedule.
Buy Or Sell Opportunity • Jun 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to R39.99. The fair value is estimated to be R50.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 127% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to decline by 100% in 2 years. Earnings are forecast to grow by 8.2% in the next 2 years.
New Risk • Apr 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 4.5% per year for the foreseeable future. Revenue is less than US$1m (AU$1.4m revenue, or US$898k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$7.0m net loss in 2 years). Share price has been volatile over the past 3 months (9.4% average weekly change).
New Risk • Mar 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 7.8% per year for the foreseeable future. Revenue is less than US$1m (AU$1.4m revenue, or US$909k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$8.1m net loss in 2 years). Share price has been volatile over the past 3 months (9.5% average weekly change).
お知らせ • Feb 02Bannerman Energy Announces Board and Executive Changes, Effective Early March 2024Bannerman Energy (BMN) has announced changes to its Board and key executive roles, effective from early March 2024. After almost 15 years of dedicated service, Mr. Ronnie Beevor will be retiring from the Bannerman Board. As Non-Executive Chairman, Ronnie has been instrumental in guiding the Company through the post-Fukushima challenges of the entire nuclear industry and to its current position of financial strength and shovel-readiness at Etango. Bannerman's current Managing Director and CEO, Mr. Brandon Munro, will assume the role of Executive Chairman. His key executive responsibilities will include ongoing leadership of the financing workstream for Etango, general corporate affairs, and capital markets interface. The terms of Brandon's employment will remain unchanged. Ms Alison Terry will be appointed as Lead Independent Director. Alison joined the Bannerman Board in October 2022 bringing with her a high-performance record as a senior resources and corporate affairs executive with a deep understanding of sustainability, ESG dynamics, legal and corporate affairs, and the complexities of major operations. Mr. Gavin Chamberlain is to be the Company's new Chief Executive Officer (CEO). Gavin joined Bannerman in February 2023 in the role of Chief Operating Officer. He is a deeply experienced minerals sector leader and project builder, with a substantial and successful track record in construction, engineering and project management, most particularly within the southern African mining industry. His professional experience includes being the responsible Project Director for the development of the $2 billion Husab Uranium Project in Namibia. Gavin's key terms of employment as CEO are outlined in the Appendix to this release. The Bannerman Board will continue to evaluate and evolve its composition as appropriate as the business advances towards FID and construction of the Etango mine.
New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of stocks in the market. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Revenue is less than US$1m (AU$1.4m revenue, or US$881k). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.7m net loss in 2 years).
お知らせ • Sep 29Bannerman Energy Ltd, Annual General Meeting, Nov 09, 2023Bannerman Energy Ltd, Annual General Meeting, Nov 09, 2023, at 10:00 W. Australia Standard Time.
New Risk • Sep 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Revenue is less than US$1m (AU$135k revenue, or US$87k). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (AU$5.2m net loss in 2 years). Share price has been volatile over the past 3 months (9.1% average weekly change).
お知らせ • Feb 02Bannerman Energy Limited Appoints Gavin Chamberlain as Chief Operating OfficerBannerman Energy Limited announced the appointment of proven resources executive, Mr. Gavin Chamberlain, to the role of Chief Operating Officer (COO). Gavin is a deeply experienced minerals sector leader and project manager with over 30 years within the global mining industry. This includes a substantial and successful track record in construction, engineering and project management, most particularly within the southern African mining industry. He was most recently the COO of Kore Potash Limited where he was responsible for advancing its large-scale potash projects in the Sintoukola district of Republic of Congo. This role saw him hold technical and commercial oversight of all internal and external project teams, as well as fostering keylender and equity investor relationships. Prior to this, Gavin was the Regional Director, Mining and Minerals Africa of AMEC Foster Wheeler(now Wood plc). Within this role, he was also the responsible Project Director for the development of the $2 billion Husab Uranium Project in Namibia. Gavin held several other project management and general civil construction roles earlier in his career. He has a Bachelor of Science (Civil Engineering) from the University of Natal and a Graduate Diploma in Engineering from the University of Witwatersand. Gavin is based in southern Africa and commences with Bannerman on 3 February, 2023.
お知らせ • Dec 06Bannerman Energy Ltd Announces Etango-8 Definitive Feasibility StudyBannerman Energy Ltd. announced the results from the Definitive Feasibility Study (DFS) completed on its 95%-owned Etango-8 Uranium Project (Etango-8) in Namibia. Highlights: Definitive-level confirmation of strong technical and economic viability of conventional open pit mining and heap leach processing of the world-class Etango deposit at 8Mtpa throughput; Significant LOM operating cost efficiencies captured (-5% AISC), particularly in power, strongly mitigating approx. 15% increase in pre-production capex estimate (general inflationary factors) compared with the August 2021 Etango-8 Pre-Feasibility Study (PFS). Strong projected Etango-8 returns: DFS base pricing (USD 65/lb U3O8) generates USD 209 million NPV8% (post-tax, real, ungeared) and 17% IRR (same basis); DFS upside pricing (USD 80/lb U3O8) generates USD 436 million NPV8% and 25% IRR (all same basis); Long-term scalability of Etango Project (up to 20Mtpa) confirmed by previous definitive level studies; provides strong optionality and further leverage to upside-case uranium market; Long-life 3.5 Mlbs pa U3O8 development further de-risked with acid supply infrastructure options, more conservative construction schedule and higher accuracy (+/-15%) cost estimation; Etango-8 moving towards financing and construction with Front End Engineering and Design, offtake and project finance processes progressing in parallel: Mining Licence (ML) application submitted in August 2022; Targeted positive Final Investment Decision (FID) during second half calendar year 2023.
お知らせ • Oct 13Bannerman Energy Ltd Appoints Alison Terry as Non-Executive DirectorBannerman Energy Ltd. advised that it has appointed leading resources and corporate affairs executive, Ms Alison Terry, as a non-executive director of the Company. Alison is an experienced senior executive with a deep understanding of sustainability, ESG dynamics, legal and corporate affairs and the complexities of major operations. Most recently, she held the position of Director Sustainability and Corporate Affairs and Joint Company Secretary at Fortescue Metals Group, as a member of Fortescue's Executive team. Prior to joining Fortescue in 2014, she held senior executive roles in corporate affairs, legal and general management across a number of sectors, including at General Motors Holden Limited in the positions of General Counsel, Company Secretary and Executive Director, Corporate Affairs. Subsequently, she led automotive business development and corporate affairs at the Australian subsidiary of global electric vehicle infrastructure start-up, Better Place. Her previous non-executive roles include on the boards of NBN Tasmania and the leading industry super fund, AustralianSuper, where she was also a member of the Audit and Risk Committee. Alison holds a Bachelor of Economics and Bachelor of Laws (Honours) and a Graduate Diploma of Business (Accounting). She is also a member of Chief Executive Women and a Graduate of theAustralian Institute of Company Directors. Inline with the casual vacancy provisions of Bannerman's constitution, Ms Terry will stand for re-election at the Company's upcoming Annual General Meeting in November.
お知らせ • Sep 28Bannerman Energy Ltd, Annual General Meeting, Nov 16, 2022Bannerman Energy Ltd, Annual General Meeting, Nov 16, 2022, at 10:00 W. Australia Standard Time.
お知らせ • Jun 14Bannerman Energy Ltd, Annual General Meeting, Jul 18, 2022Bannerman Energy Ltd, Annual General Meeting, Jul 18, 2022, at 11:00 W. Australia Standard Time. Location: Suite 7, 245 Churchill Avenue Subiaco Western Australia Australia Agenda: To consider approval to issue shares in consolidation for acquisition; to consider ratification of prior issue of placement shares; to consider the consolidation of capital; and to transact such other business issues.
お知らせ • May 19Bannerman Energy Ltd (ASX:BMN) entered into a share purchase agreement to acquire 42.7% stake in Namibia Critical Metals Inc. (TSXV:NMI) from Adventure Resources Holdings (Pty) Ltd and Philco 192 (Pty) Ltd for AUD 8.9 million.Bannerman Energy Ltd (ASX:BMN) entered into a share purchase agreement to acquire 42.7% stake in Namibia Critical Metals Inc. (TSXV:NMI) from Adventure Resources Holdings (Pty) Ltd and Philco 192 (Pty) Ltd for AUD 8.9 million on May 18, 2022. On May 18, 2022, Bannerman entered into a share purchase agreement with Philco 192 (Pty) Ltd. (“Philco”) and Adventure Resources Holdings (Pty) Ltd. Pursuant to which Bannerman agreed to acquire 75,201,603 Common Shares from Philco and 7,089,077 Common Shares from Adventure, for an aggregate of 82,290,680 Common Shares. Total consideration payable by Bannerman to the Vendors for the Common Shares is comprised of a cash payment of AUD 7,236,179 (the “Cash Payment”) and the issuance of 8,463,367 Bannerman Shares. In the event that Bannerman does not obtain shareholder approval to issue the Bannerman Shares to the Vendors, Bannerman has agreed make an additional payment to the Vendors of AUD 2,412,059 in lieu of issuing the Bannerman Shares. Bannerman did not own any securities of Namibia Critical prior to entering into the Purchase Agreement. Upon completion of the transactions contemplated by the Purchase Agreement, Bannerman will own 82,290,680 Common Shares.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mike Leech was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jan 22Bannerman Energy Ltd Announces Definitive Feasibility Study for its Etango-8 Uranium Project in Namibia (Etango-8) is Progressing WellBannerman Energy Ltd. announced that the Definitive Feasibility Study (DFS) for its Etango-8 Uranium Project in Namibia (Etango-8) is progressing well. The Etango Uranium Project is located in the Erongo Region of Namibia, approximately 30 kilometres to the east-south-east of Swakopmund and approximately 70 kilometres from the Walvis Bay deep- sea port facility. It is positioned within a highly established uranium mining jurisdiction, where the mining and export of uranium via Walvis Bay has been ongoing for over 45 years. The Etango Project is owned by Bannerman Energy Ltd, through its 95%-owned subsidiary Bannerman Mining Resources (Namibia) (Pty) Ltd. Planned development of the Etango Project involves bulk open pit mining of a large, relatively homogenous uranium deposit followed by crushing, acid heap leaching, Ion Exchange with Nano Filtration, and uranium recovery into yellowcake product (U3O8). In April 2012, Bannerman completed a DFS (DFS 2012) for the Etango Project. The DFS 2012 was based on a 20 Mtpa mine and heap leach process throughput. Mine planning, engineering design and capital and operating cost estimation was undertaken to an accuracy of ±15%. In March 2015, Bannerman commissioned an industrial scale plant to demonstrate the heap leach configuration and assumptions. The results of the trials demonstrated strong support for the DFS 2012 metallurgical parameters. The heap leach process route has also been comprehensively de-risked through the operation of the Etango Heap Leach Demonstration Plant over several years. In 2019, Bannerman commenced an evaluation of various project scaling and scope opportunities under a range of potential development parameters and market conditions. Indicative outcomes of this work highlighted strong potential for a scaled-down initial development of the Etango Project at 8 Mtpa throughput (Etango-8). As a result, Bannerman commenced work on a Scoping Study into such a development, which was completed in August 2020. In August 2021, Bannerman completed the Etango-8 Pre-Feasibility Study (PFS) to a ±20% level of accuracy. Key external study consultants included Wood plc (process plant design and related infrastructure, plant capital and operating cost estimates) and Qubeka Mining Consultants (pit inventory estimates, mine planning and mining cost estimates). The results of the Etango-8 PFS confirmed that this accelerated, streamlined project is strongly amenable to development - both technically and economically. Bannerman also announced the Board's decision to proceed with the Etango-8 DFS, with completion targeted for third quarter of current year 2022. Work commenced on the Etango-8 DFS in August 2021. Targeted progress has been made on all key workstreams, with process flow sheet design and process plant geotechnical field work complete. Accordingly, the DFS is progressing according to the originally envisaged timetable, with targeted completion remaining for third quarter of current year 2022. Further, the DFS remains on budget, which was estimated at a total of approximately AUD 4 million (excluding internal costs). Although Etango-8 is a large-scale project, and its projected production rate is amongst the large uranium projects in prospective development globally, the DFS is being undertaken on an accelerated timeframe for a relatively modest budget. This is because the DFS benefits from a vast body of previous technical work undertaken since 2007 at Etango, with extensive resource drilling, geotechnical, metallurgical and environmental work already complete. The DFS owner's team is led by Werner Ewald, Managing Director of Bannerman Mining Resources (Namibia) (Pty) Ltd. Mr. Ewald is an engineer with extensive Namibian uranium mining experience. Prior to joining Bannerman, Mr. Ewald was Mine Manager at the Rossing Uranium Mine, then owned by Rio Tinto. Mr. Ewald joined the Company in 2010 and has been intimately involved with prior feasibility, environmental and metallurgical work undertaken at Etango.
Recent Insider Transactions • May 02CEO, MD & Executive Director recently bought R361k worth of stockOn the 29th of April, Brandon Munro bought around 250k shares on-market at roughly R1.44 per share. This was the largest purchase by an insider in the last 3 months. Brandon has been a buyer over the last 12 months, purchasing a net total of R720k worth in shares.
お知らせ • Feb 12Bannerman Resources Limited announced that it expects to receive AUD 12 million in fundingBannerman Resources Limited (ASX:BMN) announced a private placement of 114,285,716 common shares at a price of AUD 0.105 per share for gross proceeds of AUD 12,000,000.18 on February 10, 2021. The transaction involved participation from existing shareholders and new fund entrants. The placement will be completed in one tranche pursuant to the transaction. The company expects to close the transaction on February 19, 2021. Placement shares will rank equally in all respects with the existing fully paid ordinary shares in the company.
Is New 90 Day High Low • Jan 15New 90-day high: R1.78The company is up 334% from its price of R0.41 on 16 October 2020. The Namibian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 14% over the same period.
Is New 90 Day High Low • Dec 29New 90-day high: R1.07The company is up 128% from its price of R0.47 on 01 October 2020. The Namibian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 13% over the same period.
Is New 90 Day High Low • Dec 02New 90-day high: R0.54The company is up 4.0% from its price of R0.52 on 03 September 2020. The Namibian market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is flat over the same period.
お知らせ • Nov 09Bannerman Resources Limited Provides Update on the Progress of Its Pre-Feasibility Study (Pfs) for the 8Mtpa Development1 of Its Flagship Etango Uranium Project in NamibiaBannerman Resources Limited provided an update on the progress of its Pre-Feasibility Study (PFS) for the 8Mtpa development1 of its flagship Etango Uranium Project in Namibia (Etango-8). Etango-8 PFS workstreams proceeding to plan; Scoping Study demonstrated the strong technical and economic viability of conventional open pit mining and heap leach processing of the Etango deposit at 8Mtpa throughput, Etango-8 provides an alternative, streamlined development model to the 20Mtpa development of Etango assessed to Definitive Feasibility Study level in 2015. High quality consultants engaged to complete the PFS including: Wood plc appointed for processing plant design, Qubeka Mining Consultants appointed for mining studies. PFS benefits from vast body of technical work previously undertaken at Etango to a definitive level; all resource drilling, geotechnical, metallurgical and environmental work already complete, Completion of the PFS is expected during the June 2021 quarter, Estimated PFS cost is approx. A$1.0M; fully funded from existing cash balance of A$3.7M (at 30 September 2020).
Is New 90 Day High Low • Oct 29New 90-day low: R0.38The company is down 7.0% from its price of R0.41 on 31 July 2020. The Namibian market is down 14% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is down 4.0% over the same period.