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A1M.AX$0.68+3.82%
Fair $0.68+0.0%

A1M.AX

AIC Mines Limited

Basic Materials / Other Precious Metals & MiningASX

$0.68

+0.03 (+3.82%)

Fairly Valued+0.0%Fair Value $0.68Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
Low Profitability

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-13.6M · quality 49.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

48/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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. ROE is 3.5%, below the 5% threshold
Thesis & Journal · A1M.AXLocal privado en este navegador · AIC Mines 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

$542M

P/E

22.7x

↑

EV/EBITDA

5.1x

↓

ROE

3.5%

↑

Gross Margin

38.5%

↑

Debt/Equity

0.03

↓
52-Week Range$1
$0$1

TradingView lightweight chart

A1M.AX price, volumen y niveles de valoración

Último $0.680Periodo -90.4%
Fair value: $0.680

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+93.9%

FCF CAGR

—

FCF margin

-7.5%

FCF / Net income

-1.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $182.5M · net income $7.7M · FCF $-13.6M

2021-FY → 2024-FY

Gross margin

38.5%-19.0% pts

Operating margin

7.7%-7.3% pts

Net margin

4.2%-5.8% pts

FCF margin

-7.5%-6.2% pts
MetricTTM
2024
2023
2021
Income Statement
Revenue$182.5M$182.5M$125.6M$25.0M
Net Income$7.7M$7.7M$-5.8M$2.5M
EBITDA$53.1M$53.1M$23.5M$6.2M
EPS0.020.02-0.020.02
Gross Margin38.5%38.5%29.5%57.5%
Operating Margin7.7%7.7%-4.2%15.0%
Net Margin4.2%4.2%-4.6%10.0%
Balance Sheet
Debt/Equity0.030.030.02—
Current Ratio1.991.99——
Cash Flow
Free Cash Flow$-13.6M$-13.6M$-36.8M$-329000.00
Returns
ROE3.5%3.5%-3.8%3.6%
Valuation
P/E22.6722.67—28.81
EV/EBITDA5.135.135.346.12
P/B1.551.550.990.97
Growth & Yield
Revenue Growth45.3%45.3%401.7%—
EPS Growth201.3%201.3%-172.4%—

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

57.6%

muy exigente

EPS terminal req.

$0.06

Spread vs growth

143.7%

5Y implied EPS CAGR

36.5%

muy exigente

EPS terminal req.

$0.07

Spread vs growth

164.8%

10Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$0.12

Spread vs growth

178.8%

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 +103.0%

Total return

+103.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → 0.02

Residual

+103.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+103.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.