29Metals Limited

ASX:29M 주식 리포트

시가총액: AU$420.0m

29Metals 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

James Palmer

최고경영자

AU$1.8m

총 보수

CEO 급여 비율44.56%
CEO 재임 기간2yrs
CEO 지분 보유율0.06%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

29M: Hold Upgrade Will Rely On Updated Commodity Price Deck

Analysts have trimmed their price target on 29Metals to A$0.44 from A$0.45, reflecting updated commodity price assumptions, a slightly higher discount rate, and modest tweaks to revenue growth, profit margin, and future P/E expectations. Analyst Commentary Bullish analysts are framing the latest price target revision to A$0.44 as a recalibration to updated commodity assumptions rather than a shift in view on the company itself.

Revenue Downgrade: Here's What Analysts Forecast For 29Metals Limited (ASX:29M)

Apr 24
Revenue Downgrade: Here's What Analysts Forecast For 29Metals Limited (ASX:29M)

29M: Hold Upgrade And Equity Raise Will Support Future Copper Exposure

Analysts now place 29Metals' price target at A$0.44, a A$0.01 adjustment, reflecting updated long term commodity price assumptions for copper, aluminum, coal and gold, and a shift to a Hold stance. Analyst Commentary Bullish Takeaways Bullish analysts view the shift to a Hold rating, alongside only a A$0.01 reduction in the price target to A$0.44, as a sign that updated long term commodity assumptions still support the current valuation.

29M: Hold Upgrade And Equity Raise Will Rely On Commodity Deck

Analysts now set a price target of A$0.44 for 29Metals, a A$0.01 adjustment from the prior A$0.45. This reflects updated commodity price forecasts and revised assumptions for revenue growth, profit margins and future P/E multiples.

29M: Commodity Deck Reset And Equity Raise Will Shape Re Rating Potential

Analysts have modestly trimmed their price target on 29Metals by A$0.01 to A$0.44, reflecting refreshed commodity price assumptions that lead to slightly updated views on revenue growth, margins and future P/E multiples. Analyst Commentary Recent research updates on 29Metals point to a mixed but cautious stance, with price targets fine tuned rather than reset and ratings moving within a relatively tight band between Underperform and Hold.

29M: Commodity Deck Revisions Will Keep Re Rating Potential Constrained

Analysts have updated their view on 29Metals with a fresh A$0.44 price target, compared with the previous A$0.45 level. This reflects revised copper and broader commodity price assumptions that flow through to fair value, discount rate, revenue growth, profit margin and future P/E inputs.

29M: Hold Upgrade And Equity Raise Will Shape Near Term Returns

Analysts now set a slightly lower price target for 29Metals at A$0.44, down from A$0.45, reflecting updated commodity price assumptions and adjustments to revenue growth, profit margin and future P/E inputs in their models. Analyst Commentary Recent rating changes and price target updates show analysts reassessing 29Metals primarily on updated commodity price assumptions rather than company specific news alone.

29M: Sector Downgrade And Equity Raise Will Likely Restrain Near Term Upside

Analysts have trimmed their fair value estimate for 29Metals from about A$0.50 to about A$0.42, citing a higher discount rate, more modest revenue growth assumptions, a slightly improved profit margin outlook, and a lower future P/E, consistent with recent Street research that includes a downgrade to Underperform with a price target of A$0.45. Analyst Commentary Bullish Takeaways Bullish analysts point out that the higher A$0.45 price target versus the prior A$0.40 suggests some confidence that current pricing already reflects a lot of the near term risks.

29M: Sector Downgrade And Richer Assumptions Will Likely Cap Future Upside

Narrative update on 29Metals The analyst price target for 29Metals has shifted modestly higher to A$0.45 from A$0.40, as analysts factor in updated assumptions across fair value, discount rate, revenue growth, profit margin and future P/E, even though one firm now rates the stock Underperform within its broader 2026 sector outlook. Analyst Commentary Recent research reflects a mixed stance on 29Metals, with the price target lifted to A$0.45 while the rating has shifted to Underperform within a broader sector review for 2026.

29M: Slightly Richer Assumptions Will Still Likely Leave Future Returns Underwhelming

Analysts have slightly increased their price target on 29Metals, citing marginally higher fair value estimates, a small reduction in the discount rate, and modestly stronger revenue growth assumptions, while keeping profit margin and future P/E expectations broadly in line. Valuation Changes Fair Value: edged up slightly, with the model input moving from 0.403532 to 0.406239.

Is 29Metals (ASX:29M) Using Too Much Debt?

Dec 28
Is 29Metals (ASX:29M) Using Too Much Debt?

29M: Future Returns Will Likely Disappoint Despite Margin Improvement

Analysts have nudged their price target on 29Metals higher, lifting fair value from approximately $0.37 to about $0.40 per share. They cite a slightly lower discount rate and stronger expected profit margins, despite only marginal tweaks to revenue growth and future earnings multiple assumptions.

29M: Fair Value Will Likely Hold As Discount Rate Rises

Analysts have raised their price target for 29Metals from $0.36 to $0.37 per share. This change reflects modest improvements in projected revenue growth and fair value estimates.

29M: Rising Discount Rate Will Likely Pressure Future Fair Value

Analysts have lowered their price target for 29Metals, citing a revised discount rate of 8.43 percent and modest adjustments to valuation assumptions. This has resulted in a slight decrease in fair value estimates.

29M: Lower Revenue Outlook And Higher P/E Will Pressure Future Returns

Analysts have raised their price target for 29Metals from $0.34 to $0.36 per share. They cite improved profit margin forecasts and a slightly lower discount rate as key factors supporting the update.

Global Electrification Will Increase Copper Demand Despite Setbacks

Analysts have raised their price target for 29Metals from $0.30 to $0.34, citing expectations of stronger revenue growth. These expectations are partially offset by a modest decline in profit margin forecasts and a slightly higher discount rate.

Global Electrification Will Increase Copper Demand Despite Setbacks

Analysts have raised their price target for 29Metals from $0.28 to $0.30 per share, citing improved revenue growth forecasts and higher expected profit margins. Valuation Changes Fair Value per share has increased slightly from A$0.28 to A$0.30.

29Metals Limited (ASX:29M) Held Back By Insufficient Growth Even After Shares Climb 36%

Sep 03
29Metals Limited (ASX:29M) Held Back By Insufficient Growth Even After Shares Climb 36%

29Metals Limited (ASX:29M) Held Back By Insufficient Growth Even After Shares Climb 28%

Jul 07
29Metals Limited (ASX:29M) Held Back By Insufficient Growth Even After Shares Climb 28%

29Metals Limited's (ASX:29M) Shares Bounce 41% But Its Business Still Trails The Industry

May 23
29Metals Limited's (ASX:29M) Shares Bounce 41% But Its Business Still Trails The Industry

Why Investors Shouldn't Be Surprised By 29Metals Limited's (ASX:29M) 34% Share Price Plunge

Apr 08
Why Investors Shouldn't Be Surprised By 29Metals Limited's (ASX:29M) 34% Share Price Plunge

Is 29Metals (ASX:29M) Using Too Much Debt?

Apr 06
Is 29Metals (ASX:29M) Using Too Much Debt?
User avatar

Development Of Gossan Valley Will Expand Future Production Capacity

Strategic resource expansion projects at Gossan Valley and Golden Grove aim to enhance production flexibility and long-term revenue growth through high-grade ore development.

Is 29Metals (ASX:29M) Using Debt In A Risky Way?

Oct 23
Is 29Metals (ASX:29M) Using Debt In A Risky Way?

There Is A Reason 29Metals Limited's (ASX:29M) Price Is Undemanding

Jul 19
There Is A Reason 29Metals Limited's (ASX:29M) Price Is Undemanding

29Metals Limited (ASX:29M) Surges 36% Yet Its Low P/S Is No Reason For Excitement

Apr 12
29Metals Limited (ASX:29M) Surges 36% Yet Its Low P/S Is No Reason For Excitement

Is 29Metals (ASX:29M) Using Too Much Debt?

Mar 24
Is 29Metals (ASX:29M) Using Too Much Debt?

Benign Growth For 29Metals Limited (ASX:29M) Underpins Stock's 33% Plummet

Feb 27
Benign Growth For 29Metals Limited (ASX:29M) Underpins Stock's 33% Plummet

29Metals Limited (ASX:29M) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Feb 26
29Metals Limited (ASX:29M) Just Released Its Annual Results And Analysts Are Updating Their Estimates

CEO 보수 분석

James Palmer의 보수는 29Metals의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025AU$2mAU$793k

AU$24m

Sep 30 2025n/an/a

-AU$4m

Jun 30 2025n/an/a

-AU$33m

Mar 31 2025n/an/a

-AU$105m

Dec 31 2024AU$1mAU$500k

-AU$178m

보상 대 시장: James의 총 보수(USD1.28M)는 Australian 시장에서 비슷한 규모 기업의 평균(USD865.99K)보다 높습니다.

보상과 수익: James의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

James Palmer

2yrs
재임 기간
AU$1,779,679
보수

Mr. James Palmer has been Chief Executive Officer of 29Metals Limited since May 1, 2024. He served as Group Performance & Improvement Officer at BHP since 2021. He served as Asset President - NSWEC, BMC at...

리더십 팀

이름직위재임 기간보수지분
James Palmer
Chief Executive Officer2yrsAU$1.78m0.058%
A$ 244.8k
Peter Herbert
Chief Financial Officer4.8yrsAU$943.29k0.049%
A$ 204.9k
Ed Cooney
Chief Operating Officer4.8yrsAU$888.96k0.046%
A$ 193.0k
Scott Campbell
Marketing Manager3.3yrs데이터 없음데이터 없음
Kristian Stella
Group Executive of Corporate Development2yrs데이터 없음데이터 없음
Adrianna Waugh
Group Executive of People & Culture2.6yrs데이터 없음데이터 없음
Lucas Williams
Group Executive of Geology & Exploration1.8yrs데이터 없음데이터 없음
Walter Muehlebach
CEO of Redhillno data데이터 없음데이터 없음
Grace Fong
Group Financial Controllerno data데이터 없음데이터 없음
Melinda Shiell
Company Secretary and Group Executive of Governance & Secretariat1.3yrs데이터 없음데이터 없음
2.3yrs
평균 재임 기간

경험이 풍부한 관리: 29M의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).

이사회 구성원

이름직위재임 기간보수지분
Owen Hegarty
Non-Executive Chairman5yrsAU$230.00k0.0042%
A$ 17.5k
Francis O'Connor
Non Executive Director3.1yrsAU$142.50k0.032%
A$ 133.4k
Fiona Robertson
Independent Non-Executive Director5yrsAU$364.76k0.031%
A$ 130.8k
Ashish Gupta
Non-Executive Directorless than a yearAU$75.11k0.094%
A$ 393.0k
Nicholas Cernotta
Independent Deputy Chair of the Boardless than a yearAU$29.17k0.035%
A$ 146.1k
Martin Alciaturi
Independent Non-Executive Director5yrsAU$354.76k0.035%
A$ 146.8k
Jacqueline McGill
Independent Non-Executive Director5yrsAU$354.76k0.023%
A$ 97.6k
5.0yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: 29M의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 14:35
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

29Metals Limited는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Benjamin BrayshawBarrenjoey Markets Pty Limited
Daniel MorganBarrenjoey Markets Pty Limited
Mollie UrquhartBarrenjoey Markets Pty Limited