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FML.AX$2.02-0.74%
Fair $2.02+0.0%

FML.AX

Focus Minerals Limited

Basic Materials / GoldASX

$2.02

-0.01 (-0.74%)

Fairly Valued+0.0%Fair Value $2.02Fund rank 30/100 · Data gapFallback financials|
SA 61/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 34% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-33.4M · quality 57.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

61/100

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 · FML.AXLocal privado en este navegador · Focus Minerals 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

$577M

P/E

8.4x

↓

EV/EBITDA

3.3x

↓

ROE

74.0%

↑

Gross Margin

102.6%

↑

Debt/Equity

0.01

↓
52-Week Range$2
$0$4

TradingView lightweight chart

FML.AX price, volumen y niveles de valoración

Último $2.015Periodo -79.8%
Fair value: $2.015

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

+163.1%

FCF CAGR

—

FCF margin

16.9%

FCF / Net income

0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $301.3M · net income $272.4M · FCF $50.9M

2022-FY → 2025-FY

Gross margin

102.6%+74.4% pts

Operating margin

29.7%+46.8% pts

Net margin

90.4%+115.4% pts

FCF margin

16.9%+159.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$301.3M$301.3M$115.1M$33.1M$16.5M
Net Income$272.4M$272.4M$3.0M$-2.8M$-4.1M
EBITDA$135.6M$135.6M$26.9M$1.9M$-1.2M
EPS0.950.950.01-0.01-0.01
Gross Margin102.6%102.6%99.2%113.0%28.2%
Operating Margin29.7%29.7%24.0%9.5%-17.1%
Net Margin90.4%90.4%2.6%-8.5%-25.0%
Balance Sheet
Debt/Equity0.010.011.671.060.37
Current Ratio4.094.09———
Cash Flow
Free Cash Flow$50.9M$50.9M$-33.4M$-84.9M$-23.5M
Returns
ROE74.0%74.0%3.1%-3.0%-4.3%
Valuation
P/E8.408.4016.67——
EV/EBITDA3.333.337.1976.56—
P/B1.571.570.520.540.63
Growth & Yield
Revenue Growth161.6%161.6%248.1%99.9%—
EPS Growth8955.2%8955.2%207.1%31.9%—

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

-42.7%

fácil

EPS terminal req.

$0.18

Spread vs growth

8997.9%

5Y implied EPS CAGR

-25.6%

fácil

EPS terminal req.

$0.22

Spread vs growth

8980.9%

10Y implied EPS CAGR

-9.6%

fácil

EPS terminal req.

$0.35

Spread vs growth

8964.8%

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 +410.1%

Total return

+410.1%

Start / end P/E

37.6x → 2.1x

EPS bridge

0.01 → 0.95

Residual

-8450.7%

EPS growth+8955.2%
Multiple rerating-94.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-8450.7%

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.