AIC Mines（IAUF.F）株式概要AICマインズ社は、オーストラリアで鉱区の探査、買収、開発に従事している。 詳細IAUF.F ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長6/6過去の実績3/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より73.6%で取引されている 収益は年間28.17%増加すると予測されています 過去5年間の収益は年間37.2%増加しました。 リスク分析高いレベルの非現金収入 過去1年間で株主の希薄化は大幅に進んだ 株式の流動性は非常に低い すべてのリスクチェックを見るIAUF.F Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$0.4817.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-8m519m2016201920222025202620282031Revenue AU$519.1mEarnings AU$60.8mAdvancedSet Fair ValueView all narrativesFeatured narrative•Materials opportunityUpside Gold2 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.4% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative14.5kusers have viewed this narrative40users have liked this narrative1users have commented on this narrative283users have followed this narrativeRead narrativeAIC Mines Limited 競合他社One and one Green TechnologiesSymbol: NasdaqCM:YDDLMarket cap: US$278.5mIdaho Strategic ResourcesSymbol: NYSEAM:IDRMarket cap: US$694.1mEntrepreneur Universe Bright GroupSymbol: OTCPK:EUBGMarket cap: US$76.4mNexa ResourcesSymbol: NYSE:NEXAMarket cap: US$2.1b価格と性能株価の高値、安値、推移の概要AIC Mines過去の株価現在の株価AU$0.4852週高値AU$0.5052週安値AU$0.17ベータ0.131ヶ月の変化28.84%3ヶ月変化10.77%1年変化108.86%3年間の変化92.28%5年間の変化134.49%IPOからの変化104.90%最新ニュースお知らせ • Apr 13AIC Mines Limited to Report Q3, 2026 Results on Apr 16, 2026AIC Mines Limited announced that they will report Q3, 2026 results Pre-Market on Apr 16, 2026お知らせ • Jan 22AIC Mines Limited to Report Q2, 2026 Results on Jan 29, 2026AIC Mines Limited announced that they will report Q2, 2026 results Pre-Market on Jan 29, 2026お知らせ • Oct 13AIC Mines Limited to Report Q1, 2026 Final Results on Oct 16, 2025AIC Mines Limited announced that they will report Q1, 2026 final results Pre-Market on Oct 16, 2025お知らせ • Sep 15AIC Mines Limited, Annual General Meeting, Nov 19, 2025AIC Mines Limited, Annual General Meeting, Nov 19, 2025.お知らせ • Jul 17AIC Mines Limited to Report Q4, 2025 Results on Jul 21, 2025AIC Mines Limited announced that they will report Q4, 2025 results Pre-Market on Jul 21, 2025お知らせ • Jun 24AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 55 million.AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 55 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 142,800,000 Price\Range: AUD 0.3 Discount Per Security: AUD 0.015 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,533,334 Price\Range: AUD 0.3 Discount Per Security: AUD 0.015 Transaction Features: Subsequent Direct Listing最新情報をもっと見るRecent updatesお知らせ • Apr 13AIC Mines Limited to Report Q3, 2026 Results on Apr 16, 2026AIC Mines Limited announced that they will report Q3, 2026 results Pre-Market on Apr 16, 2026お知らせ • Jan 22AIC Mines Limited to Report Q2, 2026 Results on Jan 29, 2026AIC Mines Limited announced that they will report Q2, 2026 results Pre-Market on Jan 29, 2026お知らせ • Oct 13AIC Mines Limited to Report Q1, 2026 Final Results on Oct 16, 2025AIC Mines Limited announced that they will report Q1, 2026 final results Pre-Market on Oct 16, 2025お知らせ • Sep 15AIC Mines Limited, Annual General Meeting, Nov 19, 2025AIC Mines Limited, Annual General Meeting, Nov 19, 2025.お知らせ • Jul 17AIC Mines Limited to Report Q4, 2025 Results on Jul 21, 2025AIC Mines Limited announced that they will report Q4, 2025 results Pre-Market on Jul 21, 2025お知らせ • Jun 24AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 55 million.AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 55 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 142,800,000 Price\Range: AUD 0.3 Discount Per Security: AUD 0.015 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,533,334 Price\Range: AUD 0.3 Discount Per Security: AUD 0.015 Transaction Features: Subsequent Direct Listingお知らせ • Jun 21+ 1 more updateAIC Mines Limited has filed a Follow-on Equity Offering in the amount of AUD 10 million.AIC Mines Limited has filed a Follow-on Equity Offering in the amount of AUD 10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 33,333,333 Price\Range: AUD 0.3お知らせ • Apr 24AIC Mines Limited to Report Q3, 2025 Results on Apr 29, 2025AIC Mines Limited announced that they will report Q3, 2025 results Pre-Market on Apr 29, 2025お知らせ • Apr 10AIC Mines Limited Announces CFO ChangesAIC Mines announced the appointment of John Callagher as its new CFO, effective 12 May 2025 following the resignation of Michael Frame. Mr. Frame will stay with the Company until 1 July 2025. Mr. Frame joined AIC Mines as CFO in December 2021, a pivotal period for the Company following the acquisition of the Eloise copper mine. His involvement with the integration and improvement in commercial and financial procedures at Eloise was paramount to the success of the acquisition and the operation's ongoing growth. Mr. Frame leaves AIC Mines with robust financial reporting and budgeting procedures and a strong finance team. Mr. Callagher was previously CFO at Aurora Healthcare and General Manager Finance at Whitehaven Coal prior to that. He brings over 25 years of financial and commercial experience spanning statutory reporting and audit, tax, mergers and acquisitions, and business governance.お知らせ • Oct 15AIC Mines Limited to Report Q1, 2025 Results on Oct 17, 2024AIC Mines Limited announced that they will report Q1, 2025 results Pre-Market on Oct 17, 2024お知らせ • Sep 25AIC Mines Limited, Annual General Meeting, Nov 20, 2024AIC Mines Limited, Annual General Meeting, Nov 20, 2024.お知らせ • May 26AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 57.2 million.AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 57.2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 110,000,000 Price\Range: AUD 0.52 Transaction Features: Subsequent Direct Listingお知らせ • May 24AIC Mines Limited has filed a Follow-on Equity Offering in the amount of AUD 57.2 million.AIC Mines Limited has filed a Follow-on Equity Offering in the amount of AUD 57.2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 110,000,000 Price\Range: AUD 0.52 Transaction Features: Subsequent Direct Listingお知らせ • Jan 24+ 1 more updateAIC Mines Limited Provides Production Guidance for the First Quarter 2024AIC Mines Limited provided production guidance for the first quarter 2024. For the quarter, the company expects Production of approximately 3,000t- 3,200t Cu and 1,500oz Au in concentrate is targeted in the March 2024 Quarter.お知らせ • Dec 02AIC Mines Limited Announces Outstanding Drilling Results from the Jumbuck, Squatter and Billabong Shoots At the Jericho Copper ProjectAIC Mines Limited announced outstanding drilling results from the Jumbuck, Squatter and Billabong shoots at the Jericho Copper Project. The Jericho copper deposit is located 4 kilometres south of the Eloise Copper Mine and processing plant. Jericho mine development studies and Eloise processing plant expansion studies are currently underway. Development is expected to commence in 2024 subject to permitting. The Jericho deposit currently has a strike length of 2.3 kilometres. It commences at approximately 50m below surface and extends to a vertical depth of 550m below surface. It occurs in two parallel lenses - J1 and J2 with higher grade shoots within these lenses, namely Jumbuck, Matilda, Billabong and now Squatter. Mineralisation remains open along strike and at depth. Resource Extension and Definition Drilling: A diamond and reverse circulation ("RC") drilling program targeting extensions to the Jericho resource and infill of high-priority areas of the Jericho resource was completed in September 2023. A total of 38 diamond holes for 9,334m and 42 reverse circulation (RC) holes for 7,357m were completed. All of the assay results have now been received. The aim of the drilling was to: Convert higher-grade areas of the Inferred Resource above the -100mRL to Indicated Resource category via a drill spacing of 50m by 50m; Investigate strike extensions, both north and south, along the J1 and J2 Lenses; Test the down-plunge continuation of the high-grade Jumbuck shoot; and Test the Jericho North target. All of these aims have been achieved. The results will be used to update the Jericho Mineral Resource and Ore Reserves estimates and also further optimise the current mine plan. Jumbuck: Resource extension drilling has successfully traced the high-grade Jumbuck shoot a further 200m down-plunge. Significant intercepts include: JEDD024 - 5.5m (3.8m ETW) grading 1.45% Cu, 0.19g/t Au and 2.07g/t Ag from 506.55m; and JEDD034 - 7.4m (4.8m ETW) grading 3.30% Cu, 0.44g/t Au and 4.45g/t Ag from 487.85m The Jumbuck shoot is now defined to a vertical depth of 500m below surface and remains open at depth. In addition, resource definition drilling at Jumbuck has successfully extended the zone of high-grade mineralisation below the current Ore Reserve limits. Significant intercepts include: JEDD030 - 6.5m (4.5m ETW) grading 2.65% Cu, 0.67g/t Au and 4.07g/t Ag from 246.0m; JEDD031 - 5.6m (3.1m ETW) grading 2.50% Cu, 0.32g/t Au and 2.34g/t Ag from 254.65m; JERC041 - 6.0m (3.8m ETW) grading 2.70% Cu, 0.96g/t Au and 2.68g/t Ag from 75m; and JERC042 - 5.0m (2.7m ETW) grading 3.10% Cu, 2.91g/t Au and 4.80g/t Ag from 102m. Squatter: Drilling between the Jumbuck and Matilda shoots has returned high-grade results. In particular, the area south of Matilda and above the 0mRL has returned several high-grade intercepts, within a larger mineralised envelope, defining what is now termed the Squatter shoot. Significant intercepts include: JERC032 - 3.0m (2.2m ETW) grading 2.50% Cu, 0.51g/t Au and 2.33g/t Ag from 132m; and JERC033 - 3.0m (2.0m ETW) grading 3.50% Cu, 0.30g/t Au and 3.17g/t Ag from 168m. Billabong: Resource definition drilling of the Billabong shoot has extended the higher-grade zone above the 0mRL and also intersected thicker zones of mineralisation. Significant intercepts include: JERC034 - 18.0m (10.5m ETW) grading 1.40% Cu, 0.11g/t Au and 1.76g/t Ag from 133m; including 3.0m (2.4m ETW) grading 2.30% Cu, 0.13g/t Au and 3.0g/t Ag from 148m; JERC035 - 2.0m (1.4m ETW) grading 2.40% Cu, 0.33g/t Au and 2.95g/t Au from 204m; JERC037 - 10.0m (6.9m ETW) grading 1.30% Cu, 0.28g/t Au and 1.41g/t Ag from 160m; and including 2.0m (1.3m ETW) grading 2.90% Cu, 0.38g/t Au and 3.20g/t Ag from 165m.お知らせ • Nov 29AIC Mines Limited Reports Updated Mineral Resource and Ore Reserve (‘Mror’) Estimates for the Lens 6 Deposit At Its Eloise Copper MineAIC Mines Limited reported updated Mineral Resource and Ore Reserve (‘MROR’) estimates for the Lens 6 deposit at its Eloise Copper Mine. Lens 6 Mineral Resources: Since reporting the initial Lens 6 MROR estimate as at 31 December 2022, AIC Mines has completed another 39 drillholes for 7,818 metres. The drilling has extended the high-grade mineralisation by 200m above the 31 December 2022 Mineral Resource limits and has delivered a significant increase in the Mineral Resource. The Lens 6 Mineral Resources have increased to 34,200 tonnes of contained copper and 27,100 ounces of contained gold, representing a 74% increase in copper and a 56% increase in gold compared to the 31 December 2022 estimate. Lens 6 Ore Reserves: Similar to the outcome with Mineral Resources, infill drilling at Lens 6 has delivered a significant increase in the Ore Reserve estimate in terms of ore tonnes and contained copper, gold and silver. The Ore Reserves for Lens 6 have increased to 22,300 tonnes of contained copper and 18,100 ounces of contained gold, representing a 119% increase in copper and a 101% increase in gold compared to the 31 December 2022 estimate. Ongoing Exploration and Resource Definition Drilling: The Lens 6 Mineral Resource remains open up and down dip. There is no drilling between the top of the Lens 6 resource (z200 Level) and the Levuka Upper zone (100mRL), a gap of 300m vertical metres. AIC Mines has planned a step-out drill program, on 100m spacings, to test the up-dip continuation of the Lens 6 mineralisation as well as DHEM (Down Hole Electromagnetic) surveys. This campaign is scheduled to be drilled from drill platforms on the 0m Level and z100 Level during the second half of Fiscal Year 24. Ongoing evaluation of the Eloise drillhole database continues to identify opportunities for Mineral Resource and Ore Reserve growth. AIC Mines currently has two drill rigs underground at Eloise. One rig is dedicated to exploration drilling to the east and west of the mine workings. The other rig is focused on Mineral Resource and Ore Reserve definition drilling. Lens 6 demonstrates the potential for additional mineralisation in the east and west corridors. The in-mine EM loop, currently under construction at Eloise, will be a rapid, cost-effective way of testing large undrilled areas deeper in the mine for parallel lenses and structural offsets of known lenses. Underground Development and Mine Planning: Underground development into Lens 6 commenced in September 2023 from the z275 and z305 Levels and first development ore was mined in October 2023. A total of 157m of access and ore development has since been completed. Being immediately adjacent to active mine workings, no new capital infrastructure is required for Lens 6 development and production. The Lens 6 mining method will be a bottom-up modified Avoca method upwards from the z305 and longitudinal sublevel caving method downward from z305 post completion of the upward sequence. The selected stoping methods provide operational flexibility given the deposit is open both up and down dip. Stoping in Lens 6 is due to commence in the June 2024 Quarter.お知らせ • Sep 27AIC Mines Limited, Annual General Meeting, Nov 22, 2023AIC Mines Limited, Annual General Meeting, Nov 22, 2023.お知らせ • Feb 06AIC Mines Limited Announces Results of Its Re-Estimate of the Jericho Mineral ResourceAIC Mines Limited announce the results of its re-estimate of the Jericho Mineral Resource following completion of the takeover of Demetallica Limited (‘Demetallica’). The AIC Mines estimate uses a higher cut-off grade than that used by Demetallica (1.0% Cu compared to 0.85% Cu) and is constrained within optimised stope shapes to better reflect the proposed mining method. The new estimate is more robust and better suited to mine planning. The outcome is in-line with expectations based on work previously conducted by AIC Mines as part of its acquisition due diligence. Jericho Mineral Resources are estimated at 9.8 million tonnes grading 1.8% copper and 0.4g/t gold containing 180,000 tonnes of copper and 110,600 ounces of gold. The Mineral Resource remains open both along strike and depth. The Mineral Resource is constrained by drilling to a vertical depth of 550m below surface. This compares to the Eloise deposit which is known to extend to 1,800m below surface. Jericho plus Eloise combined Mineral Resources now total 14.6 million tonnes grading 2.0% copper and 0.6g/t gold containing 295,000 tonnes of copper and 210,700 ounces of gold. Having received full access to the Jericho drillhole database following completion of the takeover of Demetallica, AIC Mines has completed a new Mineral Resource estimate using similar estimation practices and assumptions to those used at its Eloise mine. The Jericho deposit is located approximately 4km south of the Eloise mine and exhibits similar geological, mining and metallurgical characteristics to the Eloise mine. The Mineral Resource estimate is based on a long-term copper price of AUD 10,500/t and is reported and classified in accordance with the JORC Code (2012). The Jericho Mineral Resource has a strike length of over 2.3 kilometres, commencing at 50m below the surface level (BSL) and extends to a vertical depth of 550m BSL. High grade mineralisation (>2% Cu) has a shallow 30O north plunge and is open at depth. There is opportunity to extend the high-grade mineralisation along strike and at depth with additional drilling. Compared to the previous Mineral Resource Estimate conducted by Demetallica, the AIC Mines Mineral Resource Estimate contains less tonnes at a higher grade for an overall slight decrease in contained copper, gold and silver. The differences between the two estimates are due to: · An economic cut-off grade of 1% Cu was used for the new estimate. The previous estimate used an economic cut-off grade of 0.85% Cu. · Reassessment of the geological interpretation using the same structural framework observed and mined at the Eloise underground mine, resulted in mineralised lenses being more tightly constrained. · Datamine MSO stope optimiser software was used to identify resource blocks that met the criteria of reasonable prospect for eventual economic extraction (RPEEE). This was not undertaken previously. · Evaluation of minimum mining width. This was not undertaken previously. Development of the Jericho deposit will be transformational for Eloise. It offers the potential to: · increase mine life to over 10 years · increase annual production to over 20,000t Cu and 10,000oz Au in concentrate (a 60% increase on current production rate) · reduce reliance on the Eloise Deeps thereby de-risking ore production · reduce AISC through economies of scale Environmental permitting work has commenced. This work is being led by specialist consultants Epic Environmental in partnership with Engeny. Mining studies to commence this week following the engagement of Orelogy Ltd. A processing plant expansion optimisation study is due to commence shortly following the engagement of GR Engineering Services. The aim of the optimisation study is to decide the optimum processing plant expansion (from current 750ktpa capacity) expected to be in the range of 1.0 - 1.4Mtpa. Current expectations are that development of the Jericho mine could commence early in CY24 with first ore accessed early in CY25. AIC Mines is however closely monitoring the current operating environment and cost inflation pressures to decide the best timing and strategy for developing the Jericho mine and expanding the Eloise processing plant. A program of resource definition (infill) and extension drilling is being planned for Jericho. Resource definition drilling to upgrade Inferred Resources to Indicated Resources will provide a larger base for ultimate conversion to Probable Reserves. Extension drilling is expected to extend the known high-grade lenses at depth and drilling along strike has the potential to locate additional high-grade lenses. The Jericho resource is currently constrained by drilling to a vertical depth of 550m below surface. This compares to the Eloise deposit which is known to extend to 1,800m below surface. There is approximately 7.8Mt of Mineral Inventory at Jericho (above a 1% Cu cut-off and within optimised stope shapes) that is insufficiently drilled to qualify as Inferred Resource. This inventory provides an excellent opportunity to extend the Jericho Mineral Resource with infill drilling.お知らせ • Jan 31AIC Mines Limited Announces Management ChangesAIC Mines Limited announced the appointment of Ms. Linda Hale as a Non-Executive Director of the company effective 1 February 2023. Ms. Hale has more than 30 years' experience in the financial services and mining sectors. Previous roles have included Executive Director of Finance and Administration, Company Secretary and consulting in organisational change and project management. Ms. Hale holds a Bachelor of Business Degree, is a Member of CPA Australia and a Member of The Australian Institute of Company Directors. Ms. Hale has resigned as AIC Mines' Company Secretary, effective January 31, 2023, having served in that role since February 2020. The company also announced that Mr. Tony Wolfe has advised that he will retire as a Director of the Company effective from today. Mr. Wolfe has been a Non- Executive Director since November 2016 (initially Intrepid Mines Limited).株主還元IAUF.FUS Metals and MiningUS 市場7D0%7.3%3.2%1Y108.9%95.3%31.0%株主還元を見る業界別リターン: IAUF.F過去 1 年間で95.3 % の収益を上げたUS Metals and Mining業界を上回りました。リターン対市場: IAUF.F過去 1 年間で31 % の収益を上げたUS市場を上回りました。価格変動Is IAUF.F's price volatile compared to industry and market?IAUF.F volatilityIAUF.F Average Weekly Movementn/aMetals and Mining Industry Average Movement10.2%Market Average Movement7.1%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: IAUF.Fの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のIAUF.Fのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1993n/aAaron Colleranwww.aicmines.com.auAICマインズ社は、オーストラリアで鉱区の探鉱、買収、開発に従事している。鉱業と探鉱・コーポレートの2つのセグメントで事業を展開。金、銅、ニッケル、銀、亜鉛の鉱床を探鉱している。AICマインズ社は1993年に設立され、オーストラリアのスビアコに本社を置く。もっと見るAIC Mines Limited 基礎のまとめAIC Mines の収益と売上を時価総額と比較するとどうか。IAUF.F 基礎統計学時価総額US$326.04m収益（TTM）US$17.52m売上高(TTM)US$149.72m18.6xPER（株価収益率2.2xP/SレシオIAUF.F は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計IAUF.F 損益計算書（TTM）収益AU$206.94m売上原価AU$103.15m売上総利益AU$103.79mその他の費用AU$79.57m収益AU$24.22m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.03グロス・マージン50.15%純利益率11.70%有利子負債／自己資本比率4.4%IAUF.F の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 21:18終値2026/04/27 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AIC Mines Limited 6 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。10 アナリスト機関Daniel MorganBarrenjoey Markets Pty LimitedOlivia HagglundBell PotterDavid CoatesBell Potter7 その他のアナリストを表示
Featured narrative•Materials opportunityUpside Gold2 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.4% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative14.5kusers have viewed this narrative40users have liked this narrative1users have commented on this narrative283users have followed this narrativeRead narrative
お知らせ • Apr 13AIC Mines Limited to Report Q3, 2026 Results on Apr 16, 2026AIC Mines Limited announced that they will report Q3, 2026 results Pre-Market on Apr 16, 2026
お知らせ • Jan 22AIC Mines Limited to Report Q2, 2026 Results on Jan 29, 2026AIC Mines Limited announced that they will report Q2, 2026 results Pre-Market on Jan 29, 2026
お知らせ • Oct 13AIC Mines Limited to Report Q1, 2026 Final Results on Oct 16, 2025AIC Mines Limited announced that they will report Q1, 2026 final results Pre-Market on Oct 16, 2025
お知らせ • Sep 15AIC Mines Limited, Annual General Meeting, Nov 19, 2025AIC Mines Limited, Annual General Meeting, Nov 19, 2025.
お知らせ • Jul 17AIC Mines Limited to Report Q4, 2025 Results on Jul 21, 2025AIC Mines Limited announced that they will report Q4, 2025 results Pre-Market on Jul 21, 2025
お知らせ • Jun 24AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 55 million.AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 55 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 142,800,000 Price\Range: AUD 0.3 Discount Per Security: AUD 0.015 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,533,334 Price\Range: AUD 0.3 Discount Per Security: AUD 0.015 Transaction Features: Subsequent Direct Listing
お知らせ • Apr 13AIC Mines Limited to Report Q3, 2026 Results on Apr 16, 2026AIC Mines Limited announced that they will report Q3, 2026 results Pre-Market on Apr 16, 2026
お知らせ • Jan 22AIC Mines Limited to Report Q2, 2026 Results on Jan 29, 2026AIC Mines Limited announced that they will report Q2, 2026 results Pre-Market on Jan 29, 2026
お知らせ • Oct 13AIC Mines Limited to Report Q1, 2026 Final Results on Oct 16, 2025AIC Mines Limited announced that they will report Q1, 2026 final results Pre-Market on Oct 16, 2025
お知らせ • Sep 15AIC Mines Limited, Annual General Meeting, Nov 19, 2025AIC Mines Limited, Annual General Meeting, Nov 19, 2025.
お知らせ • Jul 17AIC Mines Limited to Report Q4, 2025 Results on Jul 21, 2025AIC Mines Limited announced that they will report Q4, 2025 results Pre-Market on Jul 21, 2025
お知らせ • Jun 24AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 55 million.AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 55 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 142,800,000 Price\Range: AUD 0.3 Discount Per Security: AUD 0.015 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,533,334 Price\Range: AUD 0.3 Discount Per Security: AUD 0.015 Transaction Features: Subsequent Direct Listing
お知らせ • Jun 21+ 1 more updateAIC Mines Limited has filed a Follow-on Equity Offering in the amount of AUD 10 million.AIC Mines Limited has filed a Follow-on Equity Offering in the amount of AUD 10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 33,333,333 Price\Range: AUD 0.3
お知らせ • Apr 24AIC Mines Limited to Report Q3, 2025 Results on Apr 29, 2025AIC Mines Limited announced that they will report Q3, 2025 results Pre-Market on Apr 29, 2025
お知らせ • Apr 10AIC Mines Limited Announces CFO ChangesAIC Mines announced the appointment of John Callagher as its new CFO, effective 12 May 2025 following the resignation of Michael Frame. Mr. Frame will stay with the Company until 1 July 2025. Mr. Frame joined AIC Mines as CFO in December 2021, a pivotal period for the Company following the acquisition of the Eloise copper mine. His involvement with the integration and improvement in commercial and financial procedures at Eloise was paramount to the success of the acquisition and the operation's ongoing growth. Mr. Frame leaves AIC Mines with robust financial reporting and budgeting procedures and a strong finance team. Mr. Callagher was previously CFO at Aurora Healthcare and General Manager Finance at Whitehaven Coal prior to that. He brings over 25 years of financial and commercial experience spanning statutory reporting and audit, tax, mergers and acquisitions, and business governance.
お知らせ • Oct 15AIC Mines Limited to Report Q1, 2025 Results on Oct 17, 2024AIC Mines Limited announced that they will report Q1, 2025 results Pre-Market on Oct 17, 2024
お知らせ • Sep 25AIC Mines Limited, Annual General Meeting, Nov 20, 2024AIC Mines Limited, Annual General Meeting, Nov 20, 2024.
お知らせ • May 26AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 57.2 million.AIC Mines Limited has completed a Follow-on Equity Offering in the amount of AUD 57.2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 110,000,000 Price\Range: AUD 0.52 Transaction Features: Subsequent Direct Listing
お知らせ • May 24AIC Mines Limited has filed a Follow-on Equity Offering in the amount of AUD 57.2 million.AIC Mines Limited has filed a Follow-on Equity Offering in the amount of AUD 57.2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 110,000,000 Price\Range: AUD 0.52 Transaction Features: Subsequent Direct Listing
お知らせ • Jan 24+ 1 more updateAIC Mines Limited Provides Production Guidance for the First Quarter 2024AIC Mines Limited provided production guidance for the first quarter 2024. For the quarter, the company expects Production of approximately 3,000t- 3,200t Cu and 1,500oz Au in concentrate is targeted in the March 2024 Quarter.
お知らせ • Dec 02AIC Mines Limited Announces Outstanding Drilling Results from the Jumbuck, Squatter and Billabong Shoots At the Jericho Copper ProjectAIC Mines Limited announced outstanding drilling results from the Jumbuck, Squatter and Billabong shoots at the Jericho Copper Project. The Jericho copper deposit is located 4 kilometres south of the Eloise Copper Mine and processing plant. Jericho mine development studies and Eloise processing plant expansion studies are currently underway. Development is expected to commence in 2024 subject to permitting. The Jericho deposit currently has a strike length of 2.3 kilometres. It commences at approximately 50m below surface and extends to a vertical depth of 550m below surface. It occurs in two parallel lenses - J1 and J2 with higher grade shoots within these lenses, namely Jumbuck, Matilda, Billabong and now Squatter. Mineralisation remains open along strike and at depth. Resource Extension and Definition Drilling: A diamond and reverse circulation ("RC") drilling program targeting extensions to the Jericho resource and infill of high-priority areas of the Jericho resource was completed in September 2023. A total of 38 diamond holes for 9,334m and 42 reverse circulation (RC) holes for 7,357m were completed. All of the assay results have now been received. The aim of the drilling was to: Convert higher-grade areas of the Inferred Resource above the -100mRL to Indicated Resource category via a drill spacing of 50m by 50m; Investigate strike extensions, both north and south, along the J1 and J2 Lenses; Test the down-plunge continuation of the high-grade Jumbuck shoot; and Test the Jericho North target. All of these aims have been achieved. The results will be used to update the Jericho Mineral Resource and Ore Reserves estimates and also further optimise the current mine plan. Jumbuck: Resource extension drilling has successfully traced the high-grade Jumbuck shoot a further 200m down-plunge. Significant intercepts include: JEDD024 - 5.5m (3.8m ETW) grading 1.45% Cu, 0.19g/t Au and 2.07g/t Ag from 506.55m; and JEDD034 - 7.4m (4.8m ETW) grading 3.30% Cu, 0.44g/t Au and 4.45g/t Ag from 487.85m The Jumbuck shoot is now defined to a vertical depth of 500m below surface and remains open at depth. In addition, resource definition drilling at Jumbuck has successfully extended the zone of high-grade mineralisation below the current Ore Reserve limits. Significant intercepts include: JEDD030 - 6.5m (4.5m ETW) grading 2.65% Cu, 0.67g/t Au and 4.07g/t Ag from 246.0m; JEDD031 - 5.6m (3.1m ETW) grading 2.50% Cu, 0.32g/t Au and 2.34g/t Ag from 254.65m; JERC041 - 6.0m (3.8m ETW) grading 2.70% Cu, 0.96g/t Au and 2.68g/t Ag from 75m; and JERC042 - 5.0m (2.7m ETW) grading 3.10% Cu, 2.91g/t Au and 4.80g/t Ag from 102m. Squatter: Drilling between the Jumbuck and Matilda shoots has returned high-grade results. In particular, the area south of Matilda and above the 0mRL has returned several high-grade intercepts, within a larger mineralised envelope, defining what is now termed the Squatter shoot. Significant intercepts include: JERC032 - 3.0m (2.2m ETW) grading 2.50% Cu, 0.51g/t Au and 2.33g/t Ag from 132m; and JERC033 - 3.0m (2.0m ETW) grading 3.50% Cu, 0.30g/t Au and 3.17g/t Ag from 168m. Billabong: Resource definition drilling of the Billabong shoot has extended the higher-grade zone above the 0mRL and also intersected thicker zones of mineralisation. Significant intercepts include: JERC034 - 18.0m (10.5m ETW) grading 1.40% Cu, 0.11g/t Au and 1.76g/t Ag from 133m; including 3.0m (2.4m ETW) grading 2.30% Cu, 0.13g/t Au and 3.0g/t Ag from 148m; JERC035 - 2.0m (1.4m ETW) grading 2.40% Cu, 0.33g/t Au and 2.95g/t Au from 204m; JERC037 - 10.0m (6.9m ETW) grading 1.30% Cu, 0.28g/t Au and 1.41g/t Ag from 160m; and including 2.0m (1.3m ETW) grading 2.90% Cu, 0.38g/t Au and 3.20g/t Ag from 165m.
お知らせ • Nov 29AIC Mines Limited Reports Updated Mineral Resource and Ore Reserve (‘Mror’) Estimates for the Lens 6 Deposit At Its Eloise Copper MineAIC Mines Limited reported updated Mineral Resource and Ore Reserve (‘MROR’) estimates for the Lens 6 deposit at its Eloise Copper Mine. Lens 6 Mineral Resources: Since reporting the initial Lens 6 MROR estimate as at 31 December 2022, AIC Mines has completed another 39 drillholes for 7,818 metres. The drilling has extended the high-grade mineralisation by 200m above the 31 December 2022 Mineral Resource limits and has delivered a significant increase in the Mineral Resource. The Lens 6 Mineral Resources have increased to 34,200 tonnes of contained copper and 27,100 ounces of contained gold, representing a 74% increase in copper and a 56% increase in gold compared to the 31 December 2022 estimate. Lens 6 Ore Reserves: Similar to the outcome with Mineral Resources, infill drilling at Lens 6 has delivered a significant increase in the Ore Reserve estimate in terms of ore tonnes and contained copper, gold and silver. The Ore Reserves for Lens 6 have increased to 22,300 tonnes of contained copper and 18,100 ounces of contained gold, representing a 119% increase in copper and a 101% increase in gold compared to the 31 December 2022 estimate. Ongoing Exploration and Resource Definition Drilling: The Lens 6 Mineral Resource remains open up and down dip. There is no drilling between the top of the Lens 6 resource (z200 Level) and the Levuka Upper zone (100mRL), a gap of 300m vertical metres. AIC Mines has planned a step-out drill program, on 100m spacings, to test the up-dip continuation of the Lens 6 mineralisation as well as DHEM (Down Hole Electromagnetic) surveys. This campaign is scheduled to be drilled from drill platforms on the 0m Level and z100 Level during the second half of Fiscal Year 24. Ongoing evaluation of the Eloise drillhole database continues to identify opportunities for Mineral Resource and Ore Reserve growth. AIC Mines currently has two drill rigs underground at Eloise. One rig is dedicated to exploration drilling to the east and west of the mine workings. The other rig is focused on Mineral Resource and Ore Reserve definition drilling. Lens 6 demonstrates the potential for additional mineralisation in the east and west corridors. The in-mine EM loop, currently under construction at Eloise, will be a rapid, cost-effective way of testing large undrilled areas deeper in the mine for parallel lenses and structural offsets of known lenses. Underground Development and Mine Planning: Underground development into Lens 6 commenced in September 2023 from the z275 and z305 Levels and first development ore was mined in October 2023. A total of 157m of access and ore development has since been completed. Being immediately adjacent to active mine workings, no new capital infrastructure is required for Lens 6 development and production. The Lens 6 mining method will be a bottom-up modified Avoca method upwards from the z305 and longitudinal sublevel caving method downward from z305 post completion of the upward sequence. The selected stoping methods provide operational flexibility given the deposit is open both up and down dip. Stoping in Lens 6 is due to commence in the June 2024 Quarter.
お知らせ • Sep 27AIC Mines Limited, Annual General Meeting, Nov 22, 2023AIC Mines Limited, Annual General Meeting, Nov 22, 2023.
お知らせ • Feb 06AIC Mines Limited Announces Results of Its Re-Estimate of the Jericho Mineral ResourceAIC Mines Limited announce the results of its re-estimate of the Jericho Mineral Resource following completion of the takeover of Demetallica Limited (‘Demetallica’). The AIC Mines estimate uses a higher cut-off grade than that used by Demetallica (1.0% Cu compared to 0.85% Cu) and is constrained within optimised stope shapes to better reflect the proposed mining method. The new estimate is more robust and better suited to mine planning. The outcome is in-line with expectations based on work previously conducted by AIC Mines as part of its acquisition due diligence. Jericho Mineral Resources are estimated at 9.8 million tonnes grading 1.8% copper and 0.4g/t gold containing 180,000 tonnes of copper and 110,600 ounces of gold. The Mineral Resource remains open both along strike and depth. The Mineral Resource is constrained by drilling to a vertical depth of 550m below surface. This compares to the Eloise deposit which is known to extend to 1,800m below surface. Jericho plus Eloise combined Mineral Resources now total 14.6 million tonnes grading 2.0% copper and 0.6g/t gold containing 295,000 tonnes of copper and 210,700 ounces of gold. Having received full access to the Jericho drillhole database following completion of the takeover of Demetallica, AIC Mines has completed a new Mineral Resource estimate using similar estimation practices and assumptions to those used at its Eloise mine. The Jericho deposit is located approximately 4km south of the Eloise mine and exhibits similar geological, mining and metallurgical characteristics to the Eloise mine. The Mineral Resource estimate is based on a long-term copper price of AUD 10,500/t and is reported and classified in accordance with the JORC Code (2012). The Jericho Mineral Resource has a strike length of over 2.3 kilometres, commencing at 50m below the surface level (BSL) and extends to a vertical depth of 550m BSL. High grade mineralisation (>2% Cu) has a shallow 30O north plunge and is open at depth. There is opportunity to extend the high-grade mineralisation along strike and at depth with additional drilling. Compared to the previous Mineral Resource Estimate conducted by Demetallica, the AIC Mines Mineral Resource Estimate contains less tonnes at a higher grade for an overall slight decrease in contained copper, gold and silver. The differences between the two estimates are due to: · An economic cut-off grade of 1% Cu was used for the new estimate. The previous estimate used an economic cut-off grade of 0.85% Cu. · Reassessment of the geological interpretation using the same structural framework observed and mined at the Eloise underground mine, resulted in mineralised lenses being more tightly constrained. · Datamine MSO stope optimiser software was used to identify resource blocks that met the criteria of reasonable prospect for eventual economic extraction (RPEEE). This was not undertaken previously. · Evaluation of minimum mining width. This was not undertaken previously. Development of the Jericho deposit will be transformational for Eloise. It offers the potential to: · increase mine life to over 10 years · increase annual production to over 20,000t Cu and 10,000oz Au in concentrate (a 60% increase on current production rate) · reduce reliance on the Eloise Deeps thereby de-risking ore production · reduce AISC through economies of scale Environmental permitting work has commenced. This work is being led by specialist consultants Epic Environmental in partnership with Engeny. Mining studies to commence this week following the engagement of Orelogy Ltd. A processing plant expansion optimisation study is due to commence shortly following the engagement of GR Engineering Services. The aim of the optimisation study is to decide the optimum processing plant expansion (from current 750ktpa capacity) expected to be in the range of 1.0 - 1.4Mtpa. Current expectations are that development of the Jericho mine could commence early in CY24 with first ore accessed early in CY25. AIC Mines is however closely monitoring the current operating environment and cost inflation pressures to decide the best timing and strategy for developing the Jericho mine and expanding the Eloise processing plant. A program of resource definition (infill) and extension drilling is being planned for Jericho. Resource definition drilling to upgrade Inferred Resources to Indicated Resources will provide a larger base for ultimate conversion to Probable Reserves. Extension drilling is expected to extend the known high-grade lenses at depth and drilling along strike has the potential to locate additional high-grade lenses. The Jericho resource is currently constrained by drilling to a vertical depth of 550m below surface. This compares to the Eloise deposit which is known to extend to 1,800m below surface. There is approximately 7.8Mt of Mineral Inventory at Jericho (above a 1% Cu cut-off and within optimised stope shapes) that is insufficiently drilled to qualify as Inferred Resource. This inventory provides an excellent opportunity to extend the Jericho Mineral Resource with infill drilling.
お知らせ • Jan 31AIC Mines Limited Announces Management ChangesAIC Mines Limited announced the appointment of Ms. Linda Hale as a Non-Executive Director of the company effective 1 February 2023. Ms. Hale has more than 30 years' experience in the financial services and mining sectors. Previous roles have included Executive Director of Finance and Administration, Company Secretary and consulting in organisational change and project management. Ms. Hale holds a Bachelor of Business Degree, is a Member of CPA Australia and a Member of The Australian Institute of Company Directors. Ms. Hale has resigned as AIC Mines' Company Secretary, effective January 31, 2023, having served in that role since February 2020. The company also announced that Mr. Tony Wolfe has advised that he will retire as a Director of the Company effective from today. Mr. Wolfe has been a Non- Executive Director since November 2016 (initially Intrepid Mines Limited).
