Mineral Resources Limited

ASX:MIN 주식 리포트

시가총액: AU$13.9b

Mineral Resources 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Chris Ellison

최고경영자

AU$1.3m

총 보수

CEO 급여 비율122.91%
CEO 재임 기간20.3yrs
CEO 지분 보유율10.6%
경영진 평균 재임 기간3.1yrs
이사회 평균 재임 기간1yr

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • Jun 11

MIN: Fair Value Will Reflect Lithium Expansion And Balanced Earnings Assumptions

Analysts have raised their price target on Mineral Resources from A$60.29 to A$68.90. This reflects updated assumptions around revenue growth, profit margins and the stock's future P/E multiple.
내러티브 업데이트 • May 28

MIN: Richer P/E And Weaker Margins Will Limit Future Upside

Analysts have lifted their price target for Mineral Resources from A$32.52 to A$38.79, citing updated assumptions on discount rates, revenue trends, profit margins and future P/E that contribute to a higher assessed fair value. Valuation Changes Fair Value: raised from A$32.52 to A$38.79, reflecting a higher assessed valuation per share.
내러티브 업데이트 • Apr 30

MIN: Less Severe Revenue Contraction Will Still Restrain Future Returns

Analysts have lifted their price target on Mineral Resources from A$21.79 to A$32.52, supported by updated assumptions that point to less pronounced revenue contraction, slightly higher profit margins and a broadly steady forward P/E multiple despite a modestly higher discount rate. Valuation Changes Fair Value: A$21.79 to A$32.52, reflecting a large upward reset in the assessed equity value per share.
내러티브 업데이트 • Apr 15

MIN: Fair Value Will Reflect Balanced Profitability Assumptions And Revised Earnings Multiple

Analysts have modestly lifted their fair value estimate for Mineral Resources to A$60.29 from A$59.38, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: A$60.29 compared with A$59.38 previously, reflecting a modest uplift in the modelled estimate.
내러티브 업데이트 • Apr 01

MIN: Fair Value Will Reflect Balanced Profitability Assumptions And Revised Earnings Multiple

Analysts have trimmed their price target for Mineral Resources slightly to reflect a new fair value estimate of about A$59.38 per share, compared with roughly A$59.85 previously, citing refreshed assumptions for the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: A$59.38 per share, slightly below the previous estimate of A$59.85.
내러티브 업데이트 • Mar 18

MIN: Slightly Higher Fair Value Will Reflect Balanced Profitability And Multiple Assumptions

The analyst price target for Mineral Resources has been adjusted slightly higher to A$59.85 from A$59.77, with analysts citing updates in profit margin assumptions and valuation multiples as key drivers of the change. Valuation Changes Fair Value: A$59.77 to A$59.85, reflecting a very small upward adjustment in the modelled estimate.
내러티브 업데이트 • Mar 04

MIN: Higher Assessed Fair Value Will Balance Evolving Risks And Opportunities

Analysts have increased their price target for Mineral Resources from A$46.58 to A$59.77. This change reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, which they view as better aligned with the stock’s current risk and earnings profile.
내러티브 업데이트 • Feb 18

MIN: Refreshed Assumptions Will Support Upside At Stable A$75 Fair Value

Analysts have maintained their A$75.0 price target for Mineral Resources. Minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions have resulted in a refreshed yet directionally consistent valuation view.
내러티브 업데이트 • Feb 04

MIN: Bald Hill Sale Process And Iron Ore Strength Will Support Upside

Analysts have increased their fair value estimate for Mineral Resources from A$68.00 to A$75.00, citing updated assumptions about revenue growth, profit margins and a lower future P/E multiple in their models. What's in the News Mineral Resources is reported to have started a sale process for its Bald Hill lithium mine to help secure funds to reduce debt, with interest expected in either the whole asset or a partial stake (Key Developments).
내러티브 업데이트 • Jan 21

MIN: Bald Hill Sale And Iron Ore Strength Will Support Future Upside

Analysts have kept their fair value estimate for Mineral Resources steady at A$68.00. Updated assumptions point to higher revenue growth, a slightly lower profit margin, a marginally reduced discount rate and a modestly lower future P/E multiple as the key drivers behind the unchanged price target.
내러티브 업데이트 • Jan 06

MIN: Bald Hill Sale And High Debt Will Pressure Future Returns

Analysts have raised their price target for Mineral Resources from A$15.00 to about A$21.79. They cite updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change.
내러티브 업데이트 • Dec 20

MIN: Higher Margins And Asset Sale Will Drive Stronger Future Upside

Analysts have lifted their price target for Mineral Resources from 54.04 dollars to 68.00 dollars, citing expectations of structurally higher profit margins despite moderating revenue growth assumptions and a slightly increased discount rate. What's in the News Mineral Resources has reportedly launched a sale process for its Bald Hill lithium mine, aiming to secure funds to pay down debt through either a full or partial stake sale (Key Developments) Investment banks Standard Chartered and Argonaut Securities are running the Bald Hill sale process, while JPMorgan continues to advise Mineral Resources more broadly on strategic options (Key Developments) Potential bidders are expected to include downstream battery and chemical producers such as LG Chemical and Mitsubishi.
내러티브 업데이트 • Dec 06

MIN: Bald Hill Sale And Higher Margins Will Balance Future Risks And Opportunities

Analysts have raised their price target for Mineral Resources by approximately $1.15 per share, citing slightly higher long term revenue growth expectations, a notable uplift in forecast profit margins, and a lower projected future price to earnings multiple that together support a modestly higher fair value estimate. What's in the News Mineral Resources has reportedly launched a sale process for its Bald Hill lithium mine to help pay down debt, exploring both full and partial stake divestment options (Key Developments).
내러티브 업데이트 • Nov 22

MIN: Asset Sales And Leadership Changes Will Balance Risks And Opportunities

Analysts have raised their price target for Mineral Resources from $42.22 to $45.43. They cite improved profit margin projections and a slightly higher discount rate, which more than offset marginally lower anticipated revenue growth.
내러티브 업데이트 • Nov 06

MIN: Debt Reduction Efforts And Asset Sales Will Shape Profit Outlook

The analyst price target for Mineral Resources has been raised from $37.51 to $42.22. This reflects analysts' increased optimism due to stronger projected revenue growth and improved profit margins.
내러티브 업데이트 • Oct 22

Analysts Lift Mineral Resources Price Target as Asset Sales and Margin Gains Offset Revenue Slowdown

Mineral Resources' analyst price target has increased modestly from $36.60 to $37.51, as analysts cite improved profit margins offsetting slower revenue growth in their updated outlook. What's in the News Mineral Resources Limited is considering the sale of its lithium mines, including Wodgina, Mt Marion, and Bald Hill, to reduce its $5.3 billion debt pile (Key Developments).
내러티브 업데이트 • Oct 08

Onslow Iron Scale-Up Will Support Global Industrial Demand

Analysts have raised their price target for Mineral Resources from $34.79 to $36.60 per share, citing modest improvements in forecasted revenue growth and profit margins as key drivers for the upward revision. What's in the News Mineral Resources Limited is considering the sale of its West Australian lithium mines, including Wodgina, Mt Marion, and Bald Hill.
내러티브 업데이트 • Sep 24

Onslow Iron Scale-Up Will Support Global Industrial Demand

Despite a sharp rise in Mineral Resources' future P/E and a significant drop in net profit margin, the consensus analyst price target has been revised modestly upwards to A$34.79. What's in the News Mineral Resources Limited is considering selling its lithium mines to address a $5.3 billion debt pile after posting a $904 million annual loss.
내러티브 업데이트 • Aug 27

Onslow Iron And Lithium Operations Will Increase Output

Despite steady revenue growth and a marginal improvement in net profit margin forecasts, the consensus analyst price target for Mineral Resources has been modestly raised to A$31.07. What's in the News Mineral Resources may sell up to 15% of its mining services business, potentially raising $750 million to $1.1 billion.
내러티브 업데이트 • Aug 06

Onslow Iron And Lithium Operations Will Increase Output

The upward revision in Mineral Resources’ Analyst Price Target reflects a modest rise in the future P/E ratio alongside a slight decrease in the discount rate, resulting in a new consensus fair value of A$29.91. What's in the News Mineral Resources Limited is considering selling a 10%-15% stake in its mining services business, potentially raising $750 million to $1.1 billion, with alternative options to monetize assets such as its Onslow haul road and Onslow Iron loan receivables.
User avatar
새로운 내러티브 • Feb 02

Onslow Iron's Ramp-Up And Cost Reductions Will Improve Operational Efficiency

Solid liquidity position and cash flow from Onslow Iron support future growth and potential for debt reduction, enhancing net margins and earnings.

CEO 보수 분석

Chris Ellison의 보수는 Mineral Resources의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025n/an/a

AU$400m

Sep 30 2025n/an/a

-AU$252m

Jun 30 2025AU$1mAU$2m

-AU$904m

Mar 31 2025n/an/a

-AU$1b

Dec 31 2024n/an/a

-AU$1b

Sep 30 2024n/an/a

-AU$554m

Jun 30 2024AU$2mAU$2m

AU$125m

Mar 31 2024n/an/a

AU$264m

Dec 31 2023n/an/a

AU$403m

Sep 30 2023n/an/a

AU$323m

Jun 30 2023AU$6mAU$2m

AU$243m

Mar 31 2023n/an/a

AU$481m

Dec 31 2022n/an/a

AU$719m

Sep 30 2022n/an/a

AU$534m

Jun 30 2022AU$6mAU$1m

AU$349m

Mar 31 2022n/an/a

AU$560m

Dec 31 2021n/an/a

AU$770m

Sep 30 2021n/an/a

AU$1b

Jun 30 2021AU$3mAU$1m

AU$1b

Mar 31 2021n/an/a

AU$954m

Dec 31 2020n/an/a

AU$638m

Sep 30 2020n/an/a

AU$821m

Jun 30 2020AU$4mAU$1m

AU$1b

Mar 31 2020n/an/a

AU$1b

Dec 31 2019n/an/a

AU$1b

Sep 30 2019n/an/a

AU$599m

Jun 30 2019AU$3mAU$2m

AU$164m

보상 대 시장: Chris의 총 보수(USD910.32K)는 Australian 시장에서 비슷한 규모 기업의 평균(USD3.92M)보다 낮습니다.

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

CEO

Chris Ellison (69 yo)

20.3yrs
재임 기간
AU$1,301,752
보수

Mr. Christopher James Ellison, also known as Chris, MNZM, is Non-Executive Director of Aquila Resources Pty Ltd. He served as Non-Executive Director of Alita Resources Limited since March 25, 2024 until No...

리더십 팀

이름직위재임 기간보수지분
Christopher Ellison
Founderno dataAU$1.30m10.6%
A$ 1.5b
Mark Wilson
Chief Financial Officer7.8yrsAU$1.19m0.032%
A$ 4.5m
Michael Grey
Chief Executive of Mining Services7.1yrsAU$1.55m데이터 없음
Darren Killeen
Chief Operating Officerless than a year데이터 없음데이터 없음
Chris Chong
General Manager of Investor Relationsno data데이터 없음데이터 없음
Kathryn Barker
Director Governance & Compliance1.2yrs데이터 없음데이터 없음
Nick Rohr
Director of Commercial & Legalless than a year데이터 없음데이터 없음
Andrea Chapman
Director of People1.8yrs데이터 없음데이터 없음
Joshua Thurlow
Chief Executive of Lithium3.8yrsAU$1.55m데이터 없음
Darren Hardy
Chief Executive of Iron Ore3.1yrs데이터 없음데이터 없음
Chris Harris
Head of Mental Healthno data데이터 없음데이터 없음
Benny Suwarno
Head Chef5.4yrs데이터 없음데이터 없음
3.1yrs
평균 재임 기간

경험이 풍부한 관리: MIN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.1 년).

이사회 구성원

이름직위재임 기간보수지분
Christopher Ellison
Founder20.3yrsAU$1.30m10.6%
A$ 1.5b
Ross Carroll
Independent Non-Executive Directorless than a year데이터 없음0.0019%
A$ 262.8k
Malcolm Bundey
Independent Non-Executive Chairman1.1yrsAU$297.97k0.0032%
A$ 445.0k
Colin Moorhead
Independent Non-Executive Directorless than a year데이터 없음0.0013%
A$ 183.5k
Lawrence Tremaine
Independent Non-Executive Directorless than a year데이터 없음0.00092%
A$ 127.9k
Xi Xi
Independent Non-Executive Director8.8yrsAU$242.68k0.0061%
A$ 853.8k
Colleen Hayward
Independent Non-Executive Director3.4yrsAU$282.87k0.0037%
A$ 520.0k
Susan Ferrier
Independent Non-Executive Directorless than a year데이터 없음0.00046%
A$ 64.0k
1.0yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: MIN의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 1 년) — 신규 이사회일 가능성이 있습니다.

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/19 13:05
종가2026/06/19 00:00
수익2025/12/31
연간 수익2025/06/30

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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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

분석가 소스

Mineral Resources Limited는 27명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Josh KannourakisBarrenjoey Markets Pty Limited
Glyn LawcockBarrenjoey Markets Pty Limited
Dale KoendersBarrenjoey Markets Pty Limited