SYR Share Price Performance
AU$0
-0.28 (-100.00%)
Price AU$0
Fair ValueAU$0.10
Share Pricen/a
Narrative Update • Jun 01
Syrah Resources Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 36 Fair Values set on narratives written by author
SYR Community Narratives
AN
Fair Value
·Fair Value AU$0.1 15.0% overvalued intrinsic discount
Protectionist Trends And Battery Chemistry Shifts Will Limit Production
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1users have followed this narrative
AN
Fair Value
·Fair Value AU$0.18 37.0% undervalued intrinsic discount
Equity Funding Round And Expanded Share Base Will Stabilize Supply Chain Prospects
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25users have followed this narrative
AN
Fair Value
·Fair Value AU$0.27 57.7% undervalued intrinsic discount
Global Electrification Will Elevate Battery Graphite Demand In The US
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4users have followed this narrative
Equity Funding Round And Expanded Share Base Will Stabilize Supply Chain Prospects
Syrah Resources could ride a growing push for battery supply chains that don’t rely on China, as its U.S. anode plant moves closer to customer approvals and its Mozambique mine works toward restarting. But delays, site disruptions, and cash strain could limit how quickly the business turns higher demand into real sales.Read more
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AU$0.18
37.0% undervalued intrinsic discount
Fair Value
Profit Margin
24.75%
Future PE
5.78x
Price in 2029
AU$0.25
Global Electrification Will Elevate Battery Graphite Demand In The US
Key Takeaways Syrah is positioned to gain dominant market share and pricing power in U.S.-allied EV anode markets due to supply chain shifts and regulatory trends. Sustained supply deficits and higher ESG standards will enable long-term high-margin contracts, resilient earnings, and expanded market opportunities beyond current forecasts.Read more
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AU$0.27
57.7% undervalued intrinsic discount
Fair Value
Profit Margin
24.76%
Future PE
7.96x
Price in 2029
AU$0.39
Protectionist Trends And Battery Chemistry Shifts Will Limit Production
Key Takeaways Accelerating battery innovations, protectionist policies, and intense price competition threaten Syrah's revenue growth, market access, and profitability. Operational risks, higher compliance costs, and ESG pressures may inflate expenses and restrict production, impacting margins and customer relationships.Read more
AN
AU$0.1
15.0% overvalued intrinsic discount
Fair Value
Profit Margin
24.46%
Future PE
2.88x
Price in 2029
AU$0.15
Trending Discussion
Recently Updated Narratives
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SYR: Shares Will Rise As Rights Issue Supports Long Term Supply Deal
Fair Value: AU$0.18 37.0% undervalued intrinsic discount
25 fair values setusers have set this as their fair value
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AN
SYR: New Offtake Deal And Equity Raise Will Underpin Future Upside
Fair Value: AU$0.27 57.7% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
SYR: Equity Raising And Higher Discount Rate Will Pressure Future Returns
Fair Value: AU$0.1 15.0% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Syrah Resources Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.044
- -196.29%
- -301.56%
- 89.9%
About SYR
- Founded
- 2007
- Employees
- n/a
- CEO
- WebsiteView website
Syrah Resources Limited, together with its subsidiaries, engages in the exploration, evaluation, and development of mineral properties in Australia, China, Europe, India, the Americas, and internationally. It operates through Balama and Vidalia segments. The company’s flagship project is the Balama graphite; and vanadium project located in Cabo Delgado Province, Mozambique. It also involved in the operation and expansion of the Vidalia active anode material facility; construction of the Vidalia Initial Expansion project; and evaluation of the Vidalia Further Expansion project. In addition, it is involved in production, distribution and sale of natural graphite; customer engagement and commercial negotiations, research and development; and treasury, investing activities. Syrah Resources Limited was incorporated in 2007 and is headquartered in Melbourne, Australia.
Recent SYR News & Updates
Narrative Update • May 11
