This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAzure Minerals (AZS) 주식 개요Azure Minerals Limited engages in the exploration of precious and base minerals in Australia. 자세히 보기AZS 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적0/6재무 건전성6/6배당0/6위험 분석지난 5년간 매년 수익이 35.4% 감소했습니다.지난 1년 동안 주주가 희석되었습니다.의미 있는 수익이 없습니다(A$2M)모든 위험 점검 보기AZS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$3.7026.3k% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-50m5m2016201920222025202620282031Revenue AU$4.9mEarnings AU$649.9kAdvancedSet Fair ValueView all narrativesAzure Minerals Limited 경쟁사Vulcan Energy ResourcesSymbol: ASX:VULMarket cap: AU$1.7bAVZ MineralsSymbol: ASX:AVZMarket cap: AU$2.8bDevelop GlobalSymbol: ASX:DVPMarket cap: AU$2.0bNickel IndustriesSymbol: ASX:NICMarket cap: AU$4.5b가격 이력 및 성과Azure Minerals 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가AU$3.7052주 최고가AU$4.3352주 최저가AU$0.43베타3.011개월 변동7.41%3개월 변동1.79%1년 변동646.46%3년 변동1,243.64%5년 변동3,595.00%IPO 이후 변동495.97%최근 뉴스 및 업데이트공시 • May 03Azure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexAzure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexBoard Change • Mar 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Oct 28SQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billionSQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billion on October 26, 2023. Each Azure shareholder on the Scheme Record Date will receive a cash amount of AUD 3.52 per Azure share, which implies a fully-diluted equity value for Azure of AUD 1.63 billion The Azure Board unanimously recommends that Azure shareholders support the Transaction. The Transaction is subject to limited conditions, including SQM obtaining approval from FIRB. The transaction is not subject to any financing or due diligence conditions. Azure may be required to pay a break fee to SQM and circumstances where SQM may be required to pay Azure a reverse break fee. The amount of the break fee and reverse break fee, should either become payable, is AUD 15.6 million. In a related transaction, Georgina Hope Rinehart and Hancock Prospecting Pty Ltd has been buying shares to build up a position totaling 81,562,214 Azure Minerals shares, equates to an 18.3% stake on October 26, 2023. SQM may elect to make an off-market takeover, which is not subject to the same condition. Instead of getting 100% of the Azure Minerals Limited, SQM may unite with Rinehart. Barrenjoey is acting as financial adviser to Azure Minerals Limited. Corrs Chambers Westgarth and Herbert Smith Freehills LLP acted as legal adviser to Azure Minerals Limited.공시 • Oct 27Azure Minerals Limited, Annual General Meeting, Nov 30, 2023Azure Minerals Limited, Annual General Meeting, Nov 30, 2023, at 14:00 W. Australia Standard Time. Location: The Park Business Centre, 45 Ventnor Avenue, West Perth West Perth Australia Agenda: To discuss Adoption of Remuneration Report; to discuss Election of Ms Hui (Annie) Guo as a Director; to discuss Approval to Increase the Maximum Aggregate Amount of Non-Executive Directors' Fee Pool; and to discuss other matters.New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% 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 Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$18m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (40% increase in shares outstanding).공시 • Sep 06Azure Minerals Limited, Annual General Meeting, Oct 06, 2023Azure Minerals Limited, Annual General Meeting, Oct 06, 2023, at 11:00 W. Australia Standard Time. Location: Park Business Centre, 45 Ventnor Avenue, West Perth WA 6005 West Perth Australia Agenda: To discuss Ratification of prior issue of Shares; and to discuss Placement participation of the Creasy Group.더 많은 업데이트 보기Recent updates공시 • May 03Azure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexAzure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexBoard Change • Mar 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Oct 28SQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billionSQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billion on October 26, 2023. Each Azure shareholder on the Scheme Record Date will receive a cash amount of AUD 3.52 per Azure share, which implies a fully-diluted equity value for Azure of AUD 1.63 billion The Azure Board unanimously recommends that Azure shareholders support the Transaction. The Transaction is subject to limited conditions, including SQM obtaining approval from FIRB. The transaction is not subject to any financing or due diligence conditions. Azure may be required to pay a break fee to SQM and circumstances where SQM may be required to pay Azure a reverse break fee. The amount of the break fee and reverse break fee, should either become payable, is AUD 15.6 million. In a related transaction, Georgina Hope Rinehart and Hancock Prospecting Pty Ltd has been buying shares to build up a position totaling 81,562,214 Azure Minerals shares, equates to an 18.3% stake on October 26, 2023. SQM may elect to make an off-market takeover, which is not subject to the same condition. Instead of getting 100% of the Azure Minerals Limited, SQM may unite with Rinehart. Barrenjoey is acting as financial adviser to Azure Minerals Limited. Corrs Chambers Westgarth and Herbert Smith Freehills LLP acted as legal adviser to Azure Minerals Limited.공시 • Oct 27Azure Minerals Limited, Annual General Meeting, Nov 30, 2023Azure Minerals Limited, Annual General Meeting, Nov 30, 2023, at 14:00 W. Australia Standard Time. Location: The Park Business Centre, 45 Ventnor Avenue, West Perth West Perth Australia Agenda: To discuss Adoption of Remuneration Report; to discuss Election of Ms Hui (Annie) Guo as a Director; to discuss Approval to Increase the Maximum Aggregate Amount of Non-Executive Directors' Fee Pool; and to discuss other matters.New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% 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 Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$18m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (40% increase in shares outstanding).공시 • Sep 06Azure Minerals Limited, Annual General Meeting, Oct 06, 2023Azure Minerals Limited, Annual General Meeting, Oct 06, 2023, at 11:00 W. Australia Standard Time. Location: Park Business Centre, 45 Ventnor Avenue, West Perth WA 6005 West Perth Australia Agenda: To discuss Ratification of prior issue of Shares; and to discuss Placement participation of the Creasy Group.New Risk • Jun 14New 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 Australian stocks, typically moving 16% a week. 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 Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 20% per year over the past 5 years. Revenue is less than US$1m (AU$7.3k revenue, or US$4.9k). Minor Risk Shareholders have been diluted in the past year (26% increase in shares outstanding).공시 • Feb 15Azure Minerals Limited Announces Several Diamond Holes Drilled in Late 2022, Testing Nickel Targets on Andover ProjectAzure Minerals Limited announced that several diamond holes drilled in late 2022, testing nickel targets on its Andover Project (Andover) (Azure 60% /Creasy Group 40%), intersected lithium-bearing pegmatites. A highly significant lithium result was returned from hole ANDD0199 which tested a nickel target near the VC-30 airborne electromagnetic (VTEM) anomaly. The hole entered a quartz- spodumene pegmatite at a downhole depth of 313.9m, returning a strong lithium intersection of 1.51% Li2O over 7.2m, including an internal high grade zone of 1.87% Li2O over 3.1m. As previously reported, Azure accelerated the lithium exploration program by drilling near nickel sulphide targets in areas where outcropping pegmatites were present and where drilling approvals had already been received. Drill holes ANDD0196, 0197, 0198 and 0199 targeted extensions of the Southern Mineralized Corridor proximal to the VC-30, VC-31 and VC-32 VTEM anomalies. Pegmatites outcrop in the vicinity of each target, and all four holes intersected pegmatites containing lithium mineralization varying from anomalous to high grade. ANDD0199 returned the highest grade lithium intercept of 1.51% Li2O over 7.2m from 313.9m. This hole was collared in an area where Azure's exploration had sampled numerous outcropping pegmatites containing visible coarse-bladed spodumene. Recently received assays returned high lithium grades from many of these samples, including: APRK00940 3.55% Li2O AP0010 prospect; APRK00942 3.96% Li2O AP0010 prospect; APRK00944 3.98% Li2O AP0010 prospect; APRK00947 3.57% Li2O AP0010 prospect; APRK 01012 3.83% Li2O AP0012 prospect. Recent follow-up mapping around the AP0010, 0011 and 0012 prospects has confirmed that spodumene-rich pegmatites outcrop more extensively than previously recognized, enhancing the potential for this area to host a sizeable body of lithium mineralization. The thickest pegmatite intersection was in hole ANDD0198 at VC-31, which drilled a 200m-wide interval of pegmatite with the hole terminating in pegmatite at a downhole depth of 360.6m. Several intervals of anomalous lithium were returned, including 7.4m @ 0.13% Li2O from 158.6m. At VC-32, holes ANDD0196 and ANDD0197 both intersected several shallow pegmatites containing similar levels of lithium mineralisation. All four holes intersected abundant disseminated magnetite within the host ultramafic rocks, explaining the weak VTEM anomalism and indicating low nickel prospectivity at these localities. The Andover pegmatite swarm contains more than 700 outcropping pegmatites occurring in a zone approximately 9km long and up to 4km wide in the central and eastern parts of the project area. The pegmatite bodies typically trend in a southwest to northeast orientation and are generally horizontal to shallow north-dipping. Surface exposures range in size up to several hundred metres across and up to a kilometre in length. Azure has embarked on an accelerated growth strategy to advance the Company's multi- commodity opportunity on the Andover Project. The lithium exploration is being fast-tracked with a team of geologists and technicians dedicated to the operation. An initial drilling program of 30,000m of Reverse Circulation and 10,000m of diamond core drilling will be undertaken to determine the scale and depth potential of the lithium mineralisation already mapped and sampled at surface. Highest priority drill targets are pegmatite outcrops containing high lithium grades at surface and which demonstrate potential for significant volumes of mineralisation. With analytical results from 600 pegmatite samples still pending, it is very likely that many more attractive targets will be identified over the coming months for priority drill testing. Additionally, project-wide geological mapping and rock chip sampling of the, as yet unsampled pegmatites will continue in 2023 and are expected to define further drill targets. Early stage metallurgical, heritage, environmental, hydrological, and flora and fauna studies will also be undertaken.공시 • Feb 08Azure Minerals Limited Announces to Deliver the Maiden Mineral Resource Estimate for the Ridgeline DepositAzure Minerals Limited to deliver the maiden Mineral Resource Estimate ("MRE") for the Ridgeline Deposit ("Ridgeline"), which is the second Mineral Resource to be defined on the Andover Nickel Project ("Project") (60% Azure /40% Creasy Group), located in the West Pilbara region of Western Australia. Ridgeline contains 1.3Mt @ 1.11% Ni, 0.46% Cu and 0.05% Co for 14,700t of contained Nickel, 6,100t of contained Copper and 640t of contained Cobalt at a cut-off grade of 0.5% Ni (JORC 2012). Global Mineral Resources for the Project, including both the Andover Deposit and the Ridgeline Deposit, now stand at 6Mt @ 1.11% Ni, 0.47% Cu and 0.05% Co for 66,400t of contained Nickel, 27,800t of contained Copper and 3,100t of contained Cobalt at a cut-off grade of 0.5% Ni (JORC 2012). The Project is located 35km southeast of Karratha and immediately south of the town of Roebourne. Excellent infrastructure such as airports, port access, railway, grid power, sealed highway and support services are readily available in the local district. The Ridgeline Deposit is within Exploration Licence E47/2481, which is a joint venture between Azure(60%) and the Creasy Group (40%). The mineralisation at the Ridgeline Deposit is hosted within the same mineralising intrusion that formed the Andover Deposit. The mineralising intrusion comprises a fractionated, low MgO, taxitic and massive gabbro, with websterite xenoliths present locally. It is hosted between two units of porphyritic gabbro, with fine to medium grained leucogabbro present in the hanging wall, and a distinct coarser grained porphyritic gabbro forming the footwall. The taxitic gabbro hosts high nickel tenor disseminated to blebby sulphides with the proportion of sulphide increasing toward the matrix and semi-massive sulphides constituting the higher-grade portions of the deposit. The nickel, copper and cobalt sulphide mineralisation at Ridgeline is present on both the foot wall (West and East shoots) and hanging wall (North shoot) contacts of the mineralising intrusion. Small ultramafic clasts have been observed within the massive and semi-massive sulphide mineralisation. The nickel tenor of the sulphides within taxitic gabbro and massive sulphide accumulations are similar throughout the Ridgeline Deposit. Higher grade copper mineralisation is constrained to the mineralised horizon though is not coincident with the highest nickel grades. Higher copper grades correspond with bands of chalcopyrite distributed within the massive sulphides as well as chalcopyrite-rich veins and stringers at the base of the thickest accumulation of massive sulphides. Drilling has been completed using diamond drilling techniques. Diamond drill core is predominantly HQ size (63.5mm diameter) from surface to a depth of competent drilling conditions and then NQ2 size (50.6mm diameter) to the final depth. Wireline standard tube drilling techniques have been used throughout. Diamond drill core orientations are completed using a Reflex ACTIII electronic core orientation tool every drill run (nominally 6m). Selected intervals of drill core are fully oriented by Azure field staff, marking bottom of core orientation lines to facilitate structural interpretation.공시 • Jan 20Azure Minerals Limited Announces Outstanding Lithium Grades at Andover to Drive Quarter 1 DrillingAzure Minerals Limited announced that the Company's ongoing lithium-focused, pegmatite sampling exploration program across the Andover Project (Azure 60% /Creasy Group 40%), located in the West Pilbara region of Western Australia, continues to return very high grades of lithium, up to a maximum value of 4.87% Li2O. Azure has now embarked on an accelerated growth strategy to advance the Company's multi- commodity opportunity on the Andover Project. Lithium exploration will be fast-tracked with a maiden lithium-focused drilling program expected to commence in late February. Nickel exploration and mine development studies on the Andover and Ridgeline Deposits will also continue through 2023. Azure is fast-tracking the lithium exploration with a team of geologists and technicians dedicated to the operation. An initial drilling program of 30,000m of Reverse Circulation (RC) and diamond core drilling will be undertaken to determine the scale and depth potential of the mineralization already mapped and sampled at surface. Highest priority drill targets are pegmatite outcrops containing high lithium grades and which demonstrate potential for significant volumes of mineralization. With analytical results from 600 pegmatite samples still pending, it is very likely that many more attractive targets will be identified over the coming months for priority drill testing. Additionally, project-wide geological mapping and rock chip sampling of the, as yet unsampled pegmatites will continue in 2023 and are expected to define further drill targets. Early stage metallurgical, heritage, environmental, hydrological, and flora and fauna studies will also be undertaken. A total of 709 samples were collected in November-December 2022 as part of the helicopter- supported and ground-based mapping and sampling programs, with 109 samples selected for priority analysis based upon the presence of significant quantities of visible spodumene in the pegmatites, or other interesting geological characteristics. Assays from the remaining 600 samples are expected by mid-February 2023. Spodumene, the preferred lithium mineral, has been visually identified in many of the pegmatites visited, with very distinctive, coarse-bladed spodumene crystals visually obvious on the weathered surfaces of outcrops. As would be expected, there is a strong association between the presence of significant spodumene and higher lithium grades. Assay results from the 109 priority samples include 85 samples grading over 1% Li2O, 73 samples grading over 2% Li20, 47 samples grading over 3% Li2O and 9 samples grading over 4% Li2O. Samples containing high grades of lithium were collected from nine discrete pegmatite bodies with close-spaced sampling carried out at locations where significant quantities of spodumene were visually identified in outcrop. At two prospects, AP0009 and AP0010 high grade Li2O between 1.2% and 4.9 % was identified along outcropping pegmatites of 700m and 400m strike lengths respectively. Given these high grades and the substantial strike lengths of these two pegmatites, they represent two of the higher priority drill targets in the near term.Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Executive Departure • Jul 13Non-Executive Independent Director Peter Anthony Ingram has left the companyOn the 30th of June, Peter Anthony Ingram's tenure as Non-Executive Independent Director ended after 9.7 years in the role. As of March 2021, Peter Anthony still personally held only 750.06k shares (AU$44k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 14.67 years.Recent Insider Transactions • Jul 02Non-Executive Independent Director recently bought AU$59k worth of stockOn the 29th of June, Peter Anthony Ingram bought around 250k shares on-market at roughly AU$0.24 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$135k more in shares than they have sold in the last 12 months.Executive Departure • Feb 19Non-Executive Director has left the companyOn the 18th of February, Wayne Bramwell's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Wayne's name. A total of 2 executives have left over the last 12 months.Is New 90 Day High Low • Feb 12New 90-day low: AU$0.45The company is down 49% from its price of AU$0.89 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 21% over the same period.Is New 90 Day High Low • Nov 10New 90-day high: AU$0.49The company is up 197% from its price of AU$0.17 on 12 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 4.0% over the same period.Is New 90 Day High Low • Oct 09New 90-day high: AU$0.23The company is up 88% from its price of AU$0.13 on 10 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 5.0% over the same period.주주 수익률AZSAU Metals and MiningAU 시장7D0%2.7%2.0%1Y646.5%55.8%3.4%전체 주주 수익률 보기수익률 대 산업: AZS은 지난 1년 동안 55.8%의 수익을 기록한 Australian Metals and Mining 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: AZS은 지난 1년 동안 3.4%를 기록한 Australian 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is AZS's price volatile compared to industry and market?AZS volatilityAZS Average Weekly Movement3.9%Metals and Mining Industry Average Movement12.2%Market Average Movement10.3%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%안정적인 주가: AZS는 지난 3개월 동안 Australian 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: AZS의 주간 변동성은 지난 1년간 13%에서 4%로 감소했습니다.회사 소개설립직원 수CEO웹사이트2003n/aTony Rovirawww.azureminerals.com.au더 보기Azure Minerals Limited 기초 지표 요약Azure Minerals의 순이익과 매출은 시가총액과 어떻게 비교됩니까?AZS 기초 통계시가총액AU$1.69b순이익 (TTM)-AU$49.90m매출 (TTM)AU$1.57m1,077x주가매출비율(P/S)-33.9x주가수익비율(P/E)AZS는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표AZS 손익계산서 (TTM)매출AU$1.57m매출원가AU$0총이익AU$1.57m기타 비용AU$51.47m순이익-AU$49.90m최근 보고된 실적Dec 31, 2023다음 실적 발표일해당 없음주당순이익(EPS)-0.11총이익률100.00%순이익률-3,175.44%부채/자본 비율0%AZS의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/05/11 02:10종가2024/05/10 00:00수익2023/12/31연간 수익2023/06/30데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Azure Minerals Limited는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Bradley WatsonBell Potter
공시 • May 03Azure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexAzure Minerals Limited(ASX:AZS) dropped from S&P Global BMI Index
Board Change • Mar 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Oct 28SQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billionSQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billion on October 26, 2023. Each Azure shareholder on the Scheme Record Date will receive a cash amount of AUD 3.52 per Azure share, which implies a fully-diluted equity value for Azure of AUD 1.63 billion The Azure Board unanimously recommends that Azure shareholders support the Transaction. The Transaction is subject to limited conditions, including SQM obtaining approval from FIRB. The transaction is not subject to any financing or due diligence conditions. Azure may be required to pay a break fee to SQM and circumstances where SQM may be required to pay Azure a reverse break fee. The amount of the break fee and reverse break fee, should either become payable, is AUD 15.6 million. In a related transaction, Georgina Hope Rinehart and Hancock Prospecting Pty Ltd has been buying shares to build up a position totaling 81,562,214 Azure Minerals shares, equates to an 18.3% stake on October 26, 2023. SQM may elect to make an off-market takeover, which is not subject to the same condition. Instead of getting 100% of the Azure Minerals Limited, SQM may unite with Rinehart. Barrenjoey is acting as financial adviser to Azure Minerals Limited. Corrs Chambers Westgarth and Herbert Smith Freehills LLP acted as legal adviser to Azure Minerals Limited.
공시 • Oct 27Azure Minerals Limited, Annual General Meeting, Nov 30, 2023Azure Minerals Limited, Annual General Meeting, Nov 30, 2023, at 14:00 W. Australia Standard Time. Location: The Park Business Centre, 45 Ventnor Avenue, West Perth West Perth Australia Agenda: To discuss Adoption of Remuneration Report; to discuss Election of Ms Hui (Annie) Guo as a Director; to discuss Approval to Increase the Maximum Aggregate Amount of Non-Executive Directors' Fee Pool; and to discuss other matters.
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% 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 Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$18m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (40% increase in shares outstanding).
공시 • Sep 06Azure Minerals Limited, Annual General Meeting, Oct 06, 2023Azure Minerals Limited, Annual General Meeting, Oct 06, 2023, at 11:00 W. Australia Standard Time. Location: Park Business Centre, 45 Ventnor Avenue, West Perth WA 6005 West Perth Australia Agenda: To discuss Ratification of prior issue of Shares; and to discuss Placement participation of the Creasy Group.
공시 • May 03Azure Minerals Limited(ASX:AZS) dropped from S&P Global BMI IndexAzure Minerals Limited(ASX:AZS) dropped from S&P Global BMI Index
Board Change • Mar 19Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. 1 independent director (3 non-independent directors). Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Oct 28SQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billionSQM Australia Pty Ltd entered an agreement to acquire Azure Minerals Limited (ASX:AZS) for AUD 1.5 billion on October 26, 2023. Each Azure shareholder on the Scheme Record Date will receive a cash amount of AUD 3.52 per Azure share, which implies a fully-diluted equity value for Azure of AUD 1.63 billion The Azure Board unanimously recommends that Azure shareholders support the Transaction. The Transaction is subject to limited conditions, including SQM obtaining approval from FIRB. The transaction is not subject to any financing or due diligence conditions. Azure may be required to pay a break fee to SQM and circumstances where SQM may be required to pay Azure a reverse break fee. The amount of the break fee and reverse break fee, should either become payable, is AUD 15.6 million. In a related transaction, Georgina Hope Rinehart and Hancock Prospecting Pty Ltd has been buying shares to build up a position totaling 81,562,214 Azure Minerals shares, equates to an 18.3% stake on October 26, 2023. SQM may elect to make an off-market takeover, which is not subject to the same condition. Instead of getting 100% of the Azure Minerals Limited, SQM may unite with Rinehart. Barrenjoey is acting as financial adviser to Azure Minerals Limited. Corrs Chambers Westgarth and Herbert Smith Freehills LLP acted as legal adviser to Azure Minerals Limited.
공시 • Oct 27Azure Minerals Limited, Annual General Meeting, Nov 30, 2023Azure Minerals Limited, Annual General Meeting, Nov 30, 2023, at 14:00 W. Australia Standard Time. Location: The Park Business Centre, 45 Ventnor Avenue, West Perth West Perth Australia Agenda: To discuss Adoption of Remuneration Report; to discuss Election of Ms Hui (Annie) Guo as a Director; to discuss Approval to Increase the Maximum Aggregate Amount of Non-Executive Directors' Fee Pool; and to discuss other matters.
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 20% 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 Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$18m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (40% increase in shares outstanding).
공시 • Sep 06Azure Minerals Limited, Annual General Meeting, Oct 06, 2023Azure Minerals Limited, Annual General Meeting, Oct 06, 2023, at 11:00 W. Australia Standard Time. Location: Park Business Centre, 45 Ventnor Avenue, West Perth WA 6005 West Perth Australia Agenda: To discuss Ratification of prior issue of Shares; and to discuss Placement participation of the Creasy Group.
New Risk • Jun 14New 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 Australian stocks, typically moving 16% a week. 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 Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 20% per year over the past 5 years. Revenue is less than US$1m (AU$7.3k revenue, or US$4.9k). Minor Risk Shareholders have been diluted in the past year (26% increase in shares outstanding).
공시 • Feb 15Azure Minerals Limited Announces Several Diamond Holes Drilled in Late 2022, Testing Nickel Targets on Andover ProjectAzure Minerals Limited announced that several diamond holes drilled in late 2022, testing nickel targets on its Andover Project (Andover) (Azure 60% /Creasy Group 40%), intersected lithium-bearing pegmatites. A highly significant lithium result was returned from hole ANDD0199 which tested a nickel target near the VC-30 airborne electromagnetic (VTEM) anomaly. The hole entered a quartz- spodumene pegmatite at a downhole depth of 313.9m, returning a strong lithium intersection of 1.51% Li2O over 7.2m, including an internal high grade zone of 1.87% Li2O over 3.1m. As previously reported, Azure accelerated the lithium exploration program by drilling near nickel sulphide targets in areas where outcropping pegmatites were present and where drilling approvals had already been received. Drill holes ANDD0196, 0197, 0198 and 0199 targeted extensions of the Southern Mineralized Corridor proximal to the VC-30, VC-31 and VC-32 VTEM anomalies. Pegmatites outcrop in the vicinity of each target, and all four holes intersected pegmatites containing lithium mineralization varying from anomalous to high grade. ANDD0199 returned the highest grade lithium intercept of 1.51% Li2O over 7.2m from 313.9m. This hole was collared in an area where Azure's exploration had sampled numerous outcropping pegmatites containing visible coarse-bladed spodumene. Recently received assays returned high lithium grades from many of these samples, including: APRK00940 3.55% Li2O AP0010 prospect; APRK00942 3.96% Li2O AP0010 prospect; APRK00944 3.98% Li2O AP0010 prospect; APRK00947 3.57% Li2O AP0010 prospect; APRK 01012 3.83% Li2O AP0012 prospect. Recent follow-up mapping around the AP0010, 0011 and 0012 prospects has confirmed that spodumene-rich pegmatites outcrop more extensively than previously recognized, enhancing the potential for this area to host a sizeable body of lithium mineralization. The thickest pegmatite intersection was in hole ANDD0198 at VC-31, which drilled a 200m-wide interval of pegmatite with the hole terminating in pegmatite at a downhole depth of 360.6m. Several intervals of anomalous lithium were returned, including 7.4m @ 0.13% Li2O from 158.6m. At VC-32, holes ANDD0196 and ANDD0197 both intersected several shallow pegmatites containing similar levels of lithium mineralisation. All four holes intersected abundant disseminated magnetite within the host ultramafic rocks, explaining the weak VTEM anomalism and indicating low nickel prospectivity at these localities. The Andover pegmatite swarm contains more than 700 outcropping pegmatites occurring in a zone approximately 9km long and up to 4km wide in the central and eastern parts of the project area. The pegmatite bodies typically trend in a southwest to northeast orientation and are generally horizontal to shallow north-dipping. Surface exposures range in size up to several hundred metres across and up to a kilometre in length. Azure has embarked on an accelerated growth strategy to advance the Company's multi- commodity opportunity on the Andover Project. The lithium exploration is being fast-tracked with a team of geologists and technicians dedicated to the operation. An initial drilling program of 30,000m of Reverse Circulation and 10,000m of diamond core drilling will be undertaken to determine the scale and depth potential of the lithium mineralisation already mapped and sampled at surface. Highest priority drill targets are pegmatite outcrops containing high lithium grades at surface and which demonstrate potential for significant volumes of mineralisation. With analytical results from 600 pegmatite samples still pending, it is very likely that many more attractive targets will be identified over the coming months for priority drill testing. Additionally, project-wide geological mapping and rock chip sampling of the, as yet unsampled pegmatites will continue in 2023 and are expected to define further drill targets. Early stage metallurgical, heritage, environmental, hydrological, and flora and fauna studies will also be undertaken.
공시 • Feb 08Azure Minerals Limited Announces to Deliver the Maiden Mineral Resource Estimate for the Ridgeline DepositAzure Minerals Limited to deliver the maiden Mineral Resource Estimate ("MRE") for the Ridgeline Deposit ("Ridgeline"), which is the second Mineral Resource to be defined on the Andover Nickel Project ("Project") (60% Azure /40% Creasy Group), located in the West Pilbara region of Western Australia. Ridgeline contains 1.3Mt @ 1.11% Ni, 0.46% Cu and 0.05% Co for 14,700t of contained Nickel, 6,100t of contained Copper and 640t of contained Cobalt at a cut-off grade of 0.5% Ni (JORC 2012). Global Mineral Resources for the Project, including both the Andover Deposit and the Ridgeline Deposit, now stand at 6Mt @ 1.11% Ni, 0.47% Cu and 0.05% Co for 66,400t of contained Nickel, 27,800t of contained Copper and 3,100t of contained Cobalt at a cut-off grade of 0.5% Ni (JORC 2012). The Project is located 35km southeast of Karratha and immediately south of the town of Roebourne. Excellent infrastructure such as airports, port access, railway, grid power, sealed highway and support services are readily available in the local district. The Ridgeline Deposit is within Exploration Licence E47/2481, which is a joint venture between Azure(60%) and the Creasy Group (40%). The mineralisation at the Ridgeline Deposit is hosted within the same mineralising intrusion that formed the Andover Deposit. The mineralising intrusion comprises a fractionated, low MgO, taxitic and massive gabbro, with websterite xenoliths present locally. It is hosted between two units of porphyritic gabbro, with fine to medium grained leucogabbro present in the hanging wall, and a distinct coarser grained porphyritic gabbro forming the footwall. The taxitic gabbro hosts high nickel tenor disseminated to blebby sulphides with the proportion of sulphide increasing toward the matrix and semi-massive sulphides constituting the higher-grade portions of the deposit. The nickel, copper and cobalt sulphide mineralisation at Ridgeline is present on both the foot wall (West and East shoots) and hanging wall (North shoot) contacts of the mineralising intrusion. Small ultramafic clasts have been observed within the massive and semi-massive sulphide mineralisation. The nickel tenor of the sulphides within taxitic gabbro and massive sulphide accumulations are similar throughout the Ridgeline Deposit. Higher grade copper mineralisation is constrained to the mineralised horizon though is not coincident with the highest nickel grades. Higher copper grades correspond with bands of chalcopyrite distributed within the massive sulphides as well as chalcopyrite-rich veins and stringers at the base of the thickest accumulation of massive sulphides. Drilling has been completed using diamond drilling techniques. Diamond drill core is predominantly HQ size (63.5mm diameter) from surface to a depth of competent drilling conditions and then NQ2 size (50.6mm diameter) to the final depth. Wireline standard tube drilling techniques have been used throughout. Diamond drill core orientations are completed using a Reflex ACTIII electronic core orientation tool every drill run (nominally 6m). Selected intervals of drill core are fully oriented by Azure field staff, marking bottom of core orientation lines to facilitate structural interpretation.
공시 • Jan 20Azure Minerals Limited Announces Outstanding Lithium Grades at Andover to Drive Quarter 1 DrillingAzure Minerals Limited announced that the Company's ongoing lithium-focused, pegmatite sampling exploration program across the Andover Project (Azure 60% /Creasy Group 40%), located in the West Pilbara region of Western Australia, continues to return very high grades of lithium, up to a maximum value of 4.87% Li2O. Azure has now embarked on an accelerated growth strategy to advance the Company's multi- commodity opportunity on the Andover Project. Lithium exploration will be fast-tracked with a maiden lithium-focused drilling program expected to commence in late February. Nickel exploration and mine development studies on the Andover and Ridgeline Deposits will also continue through 2023. Azure is fast-tracking the lithium exploration with a team of geologists and technicians dedicated to the operation. An initial drilling program of 30,000m of Reverse Circulation (RC) and diamond core drilling will be undertaken to determine the scale and depth potential of the mineralization already mapped and sampled at surface. Highest priority drill targets are pegmatite outcrops containing high lithium grades and which demonstrate potential for significant volumes of mineralization. With analytical results from 600 pegmatite samples still pending, it is very likely that many more attractive targets will be identified over the coming months for priority drill testing. Additionally, project-wide geological mapping and rock chip sampling of the, as yet unsampled pegmatites will continue in 2023 and are expected to define further drill targets. Early stage metallurgical, heritage, environmental, hydrological, and flora and fauna studies will also be undertaken. A total of 709 samples were collected in November-December 2022 as part of the helicopter- supported and ground-based mapping and sampling programs, with 109 samples selected for priority analysis based upon the presence of significant quantities of visible spodumene in the pegmatites, or other interesting geological characteristics. Assays from the remaining 600 samples are expected by mid-February 2023. Spodumene, the preferred lithium mineral, has been visually identified in many of the pegmatites visited, with very distinctive, coarse-bladed spodumene crystals visually obvious on the weathered surfaces of outcrops. As would be expected, there is a strong association between the presence of significant spodumene and higher lithium grades. Assay results from the 109 priority samples include 85 samples grading over 1% Li2O, 73 samples grading over 2% Li20, 47 samples grading over 3% Li2O and 9 samples grading over 4% Li2O. Samples containing high grades of lithium were collected from nine discrete pegmatite bodies with close-spaced sampling carried out at locations where significant quantities of spodumene were visually identified in outcrop. At two prospects, AP0009 and AP0010 high grade Li2O between 1.2% and 4.9 % was identified along outcropping pegmatites of 700m and 400m strike lengths respectively. Given these high grades and the substantial strike lengths of these two pegmatites, they represent two of the higher priority drill targets in the near term.
Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Chairman of the Board Brian Thomas was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Executive Departure • Jul 13Non-Executive Independent Director Peter Anthony Ingram has left the companyOn the 30th of June, Peter Anthony Ingram's tenure as Non-Executive Independent Director ended after 9.7 years in the role. As of March 2021, Peter Anthony still personally held only 750.06k shares (AU$44k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 14.67 years.
Recent Insider Transactions • Jul 02Non-Executive Independent Director recently bought AU$59k worth of stockOn the 29th of June, Peter Anthony Ingram bought around 250k shares on-market at roughly AU$0.24 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$135k more in shares than they have sold in the last 12 months.
Executive Departure • Feb 19Non-Executive Director has left the companyOn the 18th of February, Wayne Bramwell's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Wayne's name. A total of 2 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 12New 90-day low: AU$0.45The company is down 49% from its price of AU$0.89 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 21% over the same period.
Is New 90 Day High Low • Nov 10New 90-day high: AU$0.49The company is up 197% from its price of AU$0.17 on 12 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Oct 09New 90-day high: AU$0.23The company is up 88% from its price of AU$0.13 on 10 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 5.0% over the same period.
