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v0.1
1712.HK$5.91+0.68%
Fair $5.91+0.0%

1712.HK

Dragon Mining Limited

Basic Materials / GoldHKSE

$5.91

+0.04 (+0.68%)

Fairly Valued+0.0%Fair Value $5.91Fund rank 34/100 · Data gapFallback financials|
SA 66/B
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $20.4M · quality 65.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

66/100

B

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 1712.HKLocal privado en este navegador · Dragon Mining Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.1B

P/E

2.9x

↓

EV/EBITDA

11.9x

↑

ROE

33.1%

↑

Gross Margin

60.0%

↑

Debt/Equity

0.00

↓
52-Week Range$6
$3$13

TradingView lightweight chart

1712.HK price, volumen y niveles de valoración

Último $5.910Periodo +180.1%
Fair value: $5.910

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+39.9%

FCF CAGR

+170.2%

FCF margin

43.2%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $143.8M · net income $60.2M · FCF $62.1M

2022-FY → 2025-FY

Gross margin

60.0%+46.0% pts

Operating margin

53.1%+46.8% pts

Net margin

41.9%+37.2% pts

FCF margin

43.2%+37.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$143.8M$143.8M$72.8M$60.5M$52.5M
Net Income$60.2M$60.2M$12.9M$5.2M$2.5M
EBITDA$76.7M$76.7M$18.4M$8.7M$4.9M
EPS0.360.360.080.030.02
Gross Margin60.0%60.0%29.1%9.8%14.0%
Operating Margin53.1%53.1%19.8%2.1%6.3%
Net Margin41.9%41.9%17.7%8.6%4.7%
Balance Sheet
Debt/Equity0.000.000.000.020.02
Current Ratio6.506.50———
Cash Flow
Free Cash Flow$62.1M$62.1M$20.4M$3.6M$3.1M
Returns
ROE33.1%33.1%15.8%7.7%4.2%
Valuation
P/E2.912.9118.6751.8354.14
EV/EBITDA11.8811.8810.9028.6525.42
P/B5.435.432.943.972.26
Growth & Yield
Revenue Growth97.5%97.5%20.3%15.2%—
EPS Growth343.4%343.4%148.2%108.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$0.52

Spread vs growth

330.1%

5Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$0.63

Spread vs growth

331.4%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$1.02

Spread vs growth

332.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +66.9%

Total return

+66.9%

Start / end P/E

43.5x → 16.4x

EPS bridge

0.08 → 0.36

Residual

-214.1%

EPS growth+343.4%
Multiple rerating-62.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-214.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.