View ValuationFenix Resources 향후 성장Future 기준 점검 5/6Fenix Resources (는) 각각 연간 64.2% 및 23.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 63.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19% 로 예상됩니다.핵심 정보64.2%이익 성장률63.90%EPS 성장률Metals and Mining 이익 성장18.2%매출 성장률23.6%향후 자기자본이익률19.03%애널리스트 커버리지Low마지막 업데이트29 Apr 2026최근 향후 성장 업데이트공시 • Feb 25Fenix Resources Limited Provides Production Guidance for the Financial Year Ending 30 June 2026, Fiscal Year 2027 and Fiscal Year 2028Fenix Resources Limited provided production guidance for the financial year ending 30 June 2026, fiscal year 2027 and fiscal year 2028. For the year, the company expects Guidance for FY26 is unchanged with total iron ore sales of 4.2 million tonnes to 4.8 million tonnes at a C1 cash cost of between $70/wmt and $80/wmt FOB Geraldton, announced on 5 January 2026. In addition, guidance for FY27 and FY28 is unchanged with total iron ore sales of 4.7 million tonnes to 5.3 million tonnes and 5.4 million tonnes to 6.0 million tonnes respectively.모든 업데이트 보기Recent updates공시 • Feb 25Fenix Resources Limited Provides Production Guidance for the Financial Year Ending 30 June 2026, Fiscal Year 2027 and Fiscal Year 2028Fenix Resources Limited provided production guidance for the financial year ending 30 June 2026, fiscal year 2027 and fiscal year 2028. For the year, the company expects Guidance for FY26 is unchanged with total iron ore sales of 4.2 million tonnes to 4.8 million tonnes at a C1 cash cost of between $70/wmt and $80/wmt FOB Geraldton, announced on 5 January 2026. In addition, guidance for FY27 and FY28 is unchanged with total iron ore sales of 4.7 million tonnes to 5.3 million tonnes and 5.4 million tonnes to 6.0 million tonnes respectively.공시 • Oct 20Fenix Resources Limited Appoints Fernando Pereira as Chief Operating Officer of Westmine, Effective November 17, 2025Fenix Resources Ltd. advised the appointment of Mr. Fernando Pereira as Chief Operating Officer of the Company's wholly owned mining subsidiary Westmine. Mr. Pereira is a highly experienced mining executive with more than two decades of operational leadership in iron ore. His relevant experience includes 11 years of high achievement at Fortescue where he held senior roles in their mining, rail, and port operations including Director of Pilbara Operations. Mr. Pereira's career includes roles with Hancock Prospecting (Director of Operations), BHP (Processing Superintendent) and most recently Mineral Resources (COO of MinRes Lithium). As a leader in successfully operating large-scale iron ore operations, Fernando has managed fully integrated iron ore supply chains and prides himself on safety outcomes with a strong focus on operational discipline, business improvement, and the creation of positive initiative-led culture. Mr. Pereira will commence his new role on Monday, 17 November 2025 and will take operational responsibility for Fenix's Westmine business unit and the Company's existing iron ore mining operations at Iron Ridge, Shine, and Beebyn-W11. Fernando will work closely with Fenix's Project Team on the Weld Range Project Feasibility Study and the exciting opportunity to deliver the targeted export and sale of 10 million tonnes per annum pursuant to the Weld Range Project Right to Mine Agreement.공시 • Oct 02Fenix Resources Limited, Annual General Meeting, Nov 27, 2025Fenix Resources Limited, Annual General Meeting, Nov 27, 2025. Location: at level 33, 1 spring street, perth wa 6000, Australia공시 • Mar 31Fenix Resources Limited Announces the Commencement of Site Works at the Company's Third Mining Operation in the Mid-West, the New Beebyn-W11 Iron Ore MineFenix Resources Limited announced the commencement of site works at the Company's third mining operation in the Mid-West, the new Beebyn-W11 Iron Ore Mine (Beebyn-W11). Commencement of earthworks and construction activities follows receipt of all required approvals including the Native Vegetation Clearing Permit from the Department of Energy, Mines, Industry Regulation and Safety (DEMIRS). Construction of a new 17.6km private haul road has commenced. The haul road will connect Beebyn-W11 to Fenix's existing operations at the Iron Ridge Iron Ore Mine (Iron Ridge) and allow for direct haulage from Beebyn-W11 to Geraldton Port using Fenix's existing integrated transport logistics solutions. The expansion of Fenix's existing accommodation village in the Weld Range is underway and will result in one central facility to support the Company's workforce for Iron Ridge and Beebyn-W11. Fenix secured an exclusive right to mine and export up to 10 million dry metric tonnes of iron ore from Beenyn-W11 from Sinosteel Midwest Corporation (Sinosteel) in October 2023.Beebyn-W11 is one of a number of similar high quality iron ore deposits which makes up Sinosteel's Weld Range Project. Beebyn-W11 iron ore deposit has a JORC 2012 compliant total Measured and Indicated Mineral Resource Estimate of 20.5 million tonnes at a grade of 61.3% Fe (Measured: 13.2 Mt @ 61.8% and Indicated: 7.25Mt @ 60.3%). Subject to the 10Mt right to mine agreement, Fenix has defined a JORC Ore Reserve at Beebyn-W11 of 10 million tonnes at 62.2% Fe, comprising 8.3Mt in Proven and 1.7Mt in Probable Ore Reserves. In July 2024, Fenix completed a Definitive Feasibility Study for Beebyn-W11 which outlined exceptional returns over a seven year mine life at an annual production rate of 1.5Mtpa and a forecast C1 cash cost FOB Geraldton of AUD 77.5/wmt (USD 50.40/wmt). Pursuant to ASX Listing Rule 5.19.2, the Company confirms that all material assumptions underpinning the forecast financial information announced by the Company on 25 July 2024 continue to apply and have not materially changed.공시 • Mar 24Fenix Resources Limited Signs a Contract with MACA Limited for Drill and Blast, Mining, and Crushing and Screening Operations at the Beebyn-W11 Iron Ore Mine (Beebyn-W11 or the Project)Fenix Resources Limited announced that it has signed a contract with MACA Limited for drill and blast, mining, and crushing and screening operations at the Beebyn-W11 Iron Ore Mine (Beebyn-W11 or the Project). The award of the Beebyn-W11 mining contract represents an important milestone in Fenix's plans to ramp up production to 4 million tonnes per annum (Mtpa) during 2025. Beebyn-W11 is a high-quality iron ore deposit located in Western Australia's Mid-West region, approximately 20km from Fenix's Iron Ridge Iron Ore Mine. Fenix secured an exclusive right to mine and export up to 10 million dry metric tonnes of iron ore from Beenyn-W11 from Sinosteel Midwest Corporation in October 2023 (Sinosteel). Beebyn-W11 is one of a number of similar high quality iron ore deposits which makes up Sinosteel's Weld Range Project. Subject to the 10Mt right to mine agreement, Fenix has defined a JORC Ore Reserve at Beebyn- W11 of 10 million tonnes at 62.2% Fe, comprising 8.3Mt in Proven and 1.7Mt in Probable Ore Reserves. The Project is expected to produce 1.5Mtpa of iron ore at an average C1 cash cost of AUD 77.5 per wet metric tonne (wmt) FOB Geraldton (USD 50.40/wmt). All required mining approvals for Beebyn-W11 have been received by Fenix, including the approval of Fenix's Mining Proposal by the Department of Energy, Mines, Industry Regulation and Safety (DEMIRS). The award of the mining contract will allow site mobilisation to commence in the June 2025 quarter. Production from Beebyn-W11 is expected to be shipped during the September 2025 quarter. Beebyn-W11 will be Fenix's third operating mine in the Mid-West and will enable the Company to achieve the targeted total production run rate of 4Mtpa during 2025. A key operational requirement for production from Beebyn-W11 is the construction of a private haul road connecting the new mine to Fenix's existing operations at Iron Ridge. Construction of the 20km private haul road is scheduled to commence in March 2025, following receipt of the Native Vegetation Clearing Permit from DEMIRS. Fenix has executed a Cultural Heritage Agreement for the Beebyn-W11 Haul Road with the Wajarri Yamaji Aboriginal Corporation (WYAC) and entered into a Deed of Covenant under the Native Title and Heritage Sustainable Benefits Agreement with Sinosteel Midwest Corporation (Sinosteel) and the Wajarri Yamaji People, ensuring compliance with heritage and environmental commitments. The haul road is a strategic infrastructure asset that will connect the new mine to the public road system that provides a direct and efficient route from the Weld Range to Fenix's Geraldton port facilities.공시 • Feb 26Fenix Resources Limited (ASX:FEX) made an offer to acquire CZR Resources Ltd (ASX:CZR) from Creasy Group Pty Ltd. and others for AUD 73.83 million.Fenix Resources Limited (ASX:FEX) made an offer to acquire CZR Resources Ltd (ASX:CZR) from Creasy Group Pty Ltd. and others for AUD 73.83 million on February 25, 2025. The consideration consists of common equity of Fenix Resources Limited at a ratio of 1.020408 per common equity of CZR Resources Ltd. As part of consideration, AUD 73.83 million is paid towards common equity, AUD 0.15 million is paid towards options and the exchange ratio for performance rights of CZR Resources Ltd is 0.98 for each right. A maximum of 231.99 million shares of Fenix Resources Limited shall be issued to CZR Resources Ltd. Pursuant to the offer, the shareholders of CZR Resources Ltd will be offered the base offer consideration, increasing to the increased offer consideration subject to Fenix Resources Limited obtaining a relevant interest in at least 75% of CZR Resources Ltd shares March 21,2025. Under the terms, CZR Resources Ltd may be required to pay a break fee of AUD 0.65 million to Fenix Resources Limited. The transaction is subject to approval by regulatory board including approval of ASX, ASIC. The deal is also subject to approval of merger agreement by target board, approval of offer by acquirer board, approval of offer by target shareholders and minimum tender. The deal has been unanimously approved by the board. The expected completion of the transaction is April 8, 2025. Hamilton Locke Pty Ltd acted as legal advisor for Fenix Resources Limited. Poynton Stavrianou Pty Ltd acted as financial advisor for Fenix Resources Limited. Automic Pty Ltd. acted as transfer agent/registrar for Fenix Resources Limited. Thomson Geer acted as legal advisor for CZR Resources Ltd.공시 • Jan 20Fenix Resources Limited Announces Chief Financial Officer ChangesFenix Resources Limited announced the Company has appointed Mr. Chris Hunt as Chief Financial Officer (CFO) of the company, effective 20 January 2025. Mr. Hunt is a highly experienced business leader with over 25 years' experience in senior finance roles in the mining industry. Mr. Hunt has previously held CFO roles with BC Iron Limited, Crossland Resources Ltd, FerrAus Limited, and Cliffs Natural Resources. Most recently he was the Chief Financial Officer and Company Secretary of Rox Resources Ltd. Mr. Hunt holds a Bachelor of Business, is a Fellow of CPA Australia, and a graduate member of the Australian Institute of Directors. Mr. Hunt succeeds Mr. Stuart Ausmeier as CFO who has stepped down from the role effective 17 March 2025. Mr. Ausmeier will assist with transition and hand over prior to leaving Fenix to focus on new opportunities.공시 • Dec 19Fenix Resources Limited (ASX:FEX) agreed to acquire Beebynganna Hills Iron Ore Project from Spartan Resources Limited (ASX:SPR) for AUD 1.25 millionFenix Resources Limited (ASX:FEX) agreed to acquire Beebynganna Hills Iron Ore Project from Spartan Resources Limited (ASX:SPR) for AUD 1.25 million on December 18, 2024.Cash consideration of A$250,000 and a milestone payment of A$1,000,000 upon the extraction and sale of 1,000,000 tonnes of iron ore from the area of E51/1681.공시 • Sep 27Fenix Resources Limited, Annual General Meeting, Nov 22, 2024Fenix Resources Limited, Annual General Meeting, Nov 22, 2024. Location: level 33, 1 spring street, perth wa 6000, AustraliaNew Risk • Aug 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Significant insider selling over the past 3 months (€396k sold).Recent Insider Transactions • Jul 14Non Executive Director recently sold €396k worth of stockOn the 10th of July, Garry Plowright sold around 2m shares on-market at roughly €0.24 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €109k more than they sold in the last 12 months.Board Change • Jul 12Less 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 Non-Executive Director Shannon Coates was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측DB:4ER - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/2028902585114726/30/202769916127526/30/20266071630107212/31/20254791334117N/A9/30/202539892195N/A6/30/20253165872N/A3/31/202529091562N/A12/31/2024263132351N/A9/30/2024261243361N/A6/30/2024259344470N/A3/31/2024249374266N/A12/31/2023239404161N/A9/30/2023218352739N/A6/30/2023197291216N/A3/31/2023208382025N/A12/31/2022220482933N/A9/30/2022234494248N/A6/30/2022249515562N/A3/31/2022239576072N/A12/31/2021229646581N/A9/30/2021172575873N/A6/30/2021114495065N/A3/31/202157242232N/A12/31/2020N/A-2-7-2N/A9/30/2020N/A-2-5-1N/A6/30/2020N/A-1-3-1N/A3/31/2020N/A-1-3-1N/A12/31/2019N/A-2-3-1N/A9/30/2019N/A-2N/A-1N/A6/30/2019N/A-3N/A-1N/A3/31/2019N/A-2N/A-1N/A12/31/2018N/A-2N/A-2N/A9/30/2018N/A-2N/A-1N/A6/30/2018N/A-1N/A-1N/A3/31/2018N/A-1N/A-1N/A12/31/2017N/A-1N/A-1N/A9/30/2017N/A-1N/A-1N/A6/30/2017N/A-1N/A0N/A3/31/2017N/A0N/A0N/A12/31/2016N/A0N/A0N/A9/30/2016N/A-1N/A0N/A6/30/2016N/A-2N/A0N/A3/31/2016N/A-3N/A0N/A12/31/2015N/A-5N/A0N/A9/30/2015N/A-4N/A0N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4ER 의 연간 예상 수익 증가율(64.2%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 4ER 의 연간 수익(64.2%)이 German 시장(17%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 4ER 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 4ER 의 수익(연간 23.6%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 4ER 의 수익(연간 23.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4ER의 자본 수익률은 3년 후 19%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 17:19종가2026/05/21 00:00수익2025/12/31연간 수익2025/06/30데이터 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 소스Fenix Resources Limited는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James WilliamsonBell PotterMichael BentleyMST Financial Services Pty Limited
공시 • Feb 25Fenix Resources Limited Provides Production Guidance for the Financial Year Ending 30 June 2026, Fiscal Year 2027 and Fiscal Year 2028Fenix Resources Limited provided production guidance for the financial year ending 30 June 2026, fiscal year 2027 and fiscal year 2028. For the year, the company expects Guidance for FY26 is unchanged with total iron ore sales of 4.2 million tonnes to 4.8 million tonnes at a C1 cash cost of between $70/wmt and $80/wmt FOB Geraldton, announced on 5 January 2026. In addition, guidance for FY27 and FY28 is unchanged with total iron ore sales of 4.7 million tonnes to 5.3 million tonnes and 5.4 million tonnes to 6.0 million tonnes respectively.
공시 • Feb 25Fenix Resources Limited Provides Production Guidance for the Financial Year Ending 30 June 2026, Fiscal Year 2027 and Fiscal Year 2028Fenix Resources Limited provided production guidance for the financial year ending 30 June 2026, fiscal year 2027 and fiscal year 2028. For the year, the company expects Guidance for FY26 is unchanged with total iron ore sales of 4.2 million tonnes to 4.8 million tonnes at a C1 cash cost of between $70/wmt and $80/wmt FOB Geraldton, announced on 5 January 2026. In addition, guidance for FY27 and FY28 is unchanged with total iron ore sales of 4.7 million tonnes to 5.3 million tonnes and 5.4 million tonnes to 6.0 million tonnes respectively.
공시 • Oct 20Fenix Resources Limited Appoints Fernando Pereira as Chief Operating Officer of Westmine, Effective November 17, 2025Fenix Resources Ltd. advised the appointment of Mr. Fernando Pereira as Chief Operating Officer of the Company's wholly owned mining subsidiary Westmine. Mr. Pereira is a highly experienced mining executive with more than two decades of operational leadership in iron ore. His relevant experience includes 11 years of high achievement at Fortescue where he held senior roles in their mining, rail, and port operations including Director of Pilbara Operations. Mr. Pereira's career includes roles with Hancock Prospecting (Director of Operations), BHP (Processing Superintendent) and most recently Mineral Resources (COO of MinRes Lithium). As a leader in successfully operating large-scale iron ore operations, Fernando has managed fully integrated iron ore supply chains and prides himself on safety outcomes with a strong focus on operational discipline, business improvement, and the creation of positive initiative-led culture. Mr. Pereira will commence his new role on Monday, 17 November 2025 and will take operational responsibility for Fenix's Westmine business unit and the Company's existing iron ore mining operations at Iron Ridge, Shine, and Beebyn-W11. Fernando will work closely with Fenix's Project Team on the Weld Range Project Feasibility Study and the exciting opportunity to deliver the targeted export and sale of 10 million tonnes per annum pursuant to the Weld Range Project Right to Mine Agreement.
공시 • Oct 02Fenix Resources Limited, Annual General Meeting, Nov 27, 2025Fenix Resources Limited, Annual General Meeting, Nov 27, 2025. Location: at level 33, 1 spring street, perth wa 6000, Australia
공시 • Mar 31Fenix Resources Limited Announces the Commencement of Site Works at the Company's Third Mining Operation in the Mid-West, the New Beebyn-W11 Iron Ore MineFenix Resources Limited announced the commencement of site works at the Company's third mining operation in the Mid-West, the new Beebyn-W11 Iron Ore Mine (Beebyn-W11). Commencement of earthworks and construction activities follows receipt of all required approvals including the Native Vegetation Clearing Permit from the Department of Energy, Mines, Industry Regulation and Safety (DEMIRS). Construction of a new 17.6km private haul road has commenced. The haul road will connect Beebyn-W11 to Fenix's existing operations at the Iron Ridge Iron Ore Mine (Iron Ridge) and allow for direct haulage from Beebyn-W11 to Geraldton Port using Fenix's existing integrated transport logistics solutions. The expansion of Fenix's existing accommodation village in the Weld Range is underway and will result in one central facility to support the Company's workforce for Iron Ridge and Beebyn-W11. Fenix secured an exclusive right to mine and export up to 10 million dry metric tonnes of iron ore from Beenyn-W11 from Sinosteel Midwest Corporation (Sinosteel) in October 2023.Beebyn-W11 is one of a number of similar high quality iron ore deposits which makes up Sinosteel's Weld Range Project. Beebyn-W11 iron ore deposit has a JORC 2012 compliant total Measured and Indicated Mineral Resource Estimate of 20.5 million tonnes at a grade of 61.3% Fe (Measured: 13.2 Mt @ 61.8% and Indicated: 7.25Mt @ 60.3%). Subject to the 10Mt right to mine agreement, Fenix has defined a JORC Ore Reserve at Beebyn-W11 of 10 million tonnes at 62.2% Fe, comprising 8.3Mt in Proven and 1.7Mt in Probable Ore Reserves. In July 2024, Fenix completed a Definitive Feasibility Study for Beebyn-W11 which outlined exceptional returns over a seven year mine life at an annual production rate of 1.5Mtpa and a forecast C1 cash cost FOB Geraldton of AUD 77.5/wmt (USD 50.40/wmt). Pursuant to ASX Listing Rule 5.19.2, the Company confirms that all material assumptions underpinning the forecast financial information announced by the Company on 25 July 2024 continue to apply and have not materially changed.
공시 • Mar 24Fenix Resources Limited Signs a Contract with MACA Limited for Drill and Blast, Mining, and Crushing and Screening Operations at the Beebyn-W11 Iron Ore Mine (Beebyn-W11 or the Project)Fenix Resources Limited announced that it has signed a contract with MACA Limited for drill and blast, mining, and crushing and screening operations at the Beebyn-W11 Iron Ore Mine (Beebyn-W11 or the Project). The award of the Beebyn-W11 mining contract represents an important milestone in Fenix's plans to ramp up production to 4 million tonnes per annum (Mtpa) during 2025. Beebyn-W11 is a high-quality iron ore deposit located in Western Australia's Mid-West region, approximately 20km from Fenix's Iron Ridge Iron Ore Mine. Fenix secured an exclusive right to mine and export up to 10 million dry metric tonnes of iron ore from Beenyn-W11 from Sinosteel Midwest Corporation in October 2023 (Sinosteel). Beebyn-W11 is one of a number of similar high quality iron ore deposits which makes up Sinosteel's Weld Range Project. Subject to the 10Mt right to mine agreement, Fenix has defined a JORC Ore Reserve at Beebyn- W11 of 10 million tonnes at 62.2% Fe, comprising 8.3Mt in Proven and 1.7Mt in Probable Ore Reserves. The Project is expected to produce 1.5Mtpa of iron ore at an average C1 cash cost of AUD 77.5 per wet metric tonne (wmt) FOB Geraldton (USD 50.40/wmt). All required mining approvals for Beebyn-W11 have been received by Fenix, including the approval of Fenix's Mining Proposal by the Department of Energy, Mines, Industry Regulation and Safety (DEMIRS). The award of the mining contract will allow site mobilisation to commence in the June 2025 quarter. Production from Beebyn-W11 is expected to be shipped during the September 2025 quarter. Beebyn-W11 will be Fenix's third operating mine in the Mid-West and will enable the Company to achieve the targeted total production run rate of 4Mtpa during 2025. A key operational requirement for production from Beebyn-W11 is the construction of a private haul road connecting the new mine to Fenix's existing operations at Iron Ridge. Construction of the 20km private haul road is scheduled to commence in March 2025, following receipt of the Native Vegetation Clearing Permit from DEMIRS. Fenix has executed a Cultural Heritage Agreement for the Beebyn-W11 Haul Road with the Wajarri Yamaji Aboriginal Corporation (WYAC) and entered into a Deed of Covenant under the Native Title and Heritage Sustainable Benefits Agreement with Sinosteel Midwest Corporation (Sinosteel) and the Wajarri Yamaji People, ensuring compliance with heritage and environmental commitments. The haul road is a strategic infrastructure asset that will connect the new mine to the public road system that provides a direct and efficient route from the Weld Range to Fenix's Geraldton port facilities.
공시 • Feb 26Fenix Resources Limited (ASX:FEX) made an offer to acquire CZR Resources Ltd (ASX:CZR) from Creasy Group Pty Ltd. and others for AUD 73.83 million.Fenix Resources Limited (ASX:FEX) made an offer to acquire CZR Resources Ltd (ASX:CZR) from Creasy Group Pty Ltd. and others for AUD 73.83 million on February 25, 2025. The consideration consists of common equity of Fenix Resources Limited at a ratio of 1.020408 per common equity of CZR Resources Ltd. As part of consideration, AUD 73.83 million is paid towards common equity, AUD 0.15 million is paid towards options and the exchange ratio for performance rights of CZR Resources Ltd is 0.98 for each right. A maximum of 231.99 million shares of Fenix Resources Limited shall be issued to CZR Resources Ltd. Pursuant to the offer, the shareholders of CZR Resources Ltd will be offered the base offer consideration, increasing to the increased offer consideration subject to Fenix Resources Limited obtaining a relevant interest in at least 75% of CZR Resources Ltd shares March 21,2025. Under the terms, CZR Resources Ltd may be required to pay a break fee of AUD 0.65 million to Fenix Resources Limited. The transaction is subject to approval by regulatory board including approval of ASX, ASIC. The deal is also subject to approval of merger agreement by target board, approval of offer by acquirer board, approval of offer by target shareholders and minimum tender. The deal has been unanimously approved by the board. The expected completion of the transaction is April 8, 2025. Hamilton Locke Pty Ltd acted as legal advisor for Fenix Resources Limited. Poynton Stavrianou Pty Ltd acted as financial advisor for Fenix Resources Limited. Automic Pty Ltd. acted as transfer agent/registrar for Fenix Resources Limited. Thomson Geer acted as legal advisor for CZR Resources Ltd.
공시 • Jan 20Fenix Resources Limited Announces Chief Financial Officer ChangesFenix Resources Limited announced the Company has appointed Mr. Chris Hunt as Chief Financial Officer (CFO) of the company, effective 20 January 2025. Mr. Hunt is a highly experienced business leader with over 25 years' experience in senior finance roles in the mining industry. Mr. Hunt has previously held CFO roles with BC Iron Limited, Crossland Resources Ltd, FerrAus Limited, and Cliffs Natural Resources. Most recently he was the Chief Financial Officer and Company Secretary of Rox Resources Ltd. Mr. Hunt holds a Bachelor of Business, is a Fellow of CPA Australia, and a graduate member of the Australian Institute of Directors. Mr. Hunt succeeds Mr. Stuart Ausmeier as CFO who has stepped down from the role effective 17 March 2025. Mr. Ausmeier will assist with transition and hand over prior to leaving Fenix to focus on new opportunities.
공시 • Dec 19Fenix Resources Limited (ASX:FEX) agreed to acquire Beebynganna Hills Iron Ore Project from Spartan Resources Limited (ASX:SPR) for AUD 1.25 millionFenix Resources Limited (ASX:FEX) agreed to acquire Beebynganna Hills Iron Ore Project from Spartan Resources Limited (ASX:SPR) for AUD 1.25 million on December 18, 2024.Cash consideration of A$250,000 and a milestone payment of A$1,000,000 upon the extraction and sale of 1,000,000 tonnes of iron ore from the area of E51/1681.
공시 • Sep 27Fenix Resources Limited, Annual General Meeting, Nov 22, 2024Fenix Resources Limited, Annual General Meeting, Nov 22, 2024. Location: level 33, 1 spring street, perth wa 6000, Australia
New Risk • Aug 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Significant insider selling over the past 3 months (€396k sold).
Recent Insider Transactions • Jul 14Non Executive Director recently sold €396k worth of stockOn the 10th of July, Garry Plowright sold around 2m shares on-market at roughly €0.24 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €109k more than they sold in the last 12 months.
Board Change • Jul 12Less 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 Non-Executive Director Shannon Coates was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.