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RND.AX$2.50+0.00%
Fair $2.50+0.0%

RND.AX

Rand Mining Limited

Basic Materials / GoldASX

$2.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.50Fund rank 33/100 · Data gapFallback financials|
SA 47/C
F-Score: 2/9
Margin Compression

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.7M · quality 66.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

47/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · RND.AXLocal privado en este navegador · Rand 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

$142M

P/E

10.9x

↓

EV/EBITDA

10.4x

↓

ROE

6.8%

↑

Gross Margin

101.2%

↑

Debt/Equity

N/A

•
52-Week Range$3
$2$3

TradingView lightweight chart

RND.AX price, volumen y niveles de valoración

Último $2.500Periodo +1388.2%
Fair value: $2.500

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

-7.0%

FCF CAGR

-4.4%

FCF margin

19.3%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.8M · net income $6.7M · FCF $6.7M

2021-FY → 2024-FY

Gross margin

101.2%-27.6% pts

Operating margin

29.7%-24.7% pts

Net margin

19.2%-16.0% pts

FCF margin

19.3%+1.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$34.8M$34.8M$30.1M$32.1M$43.2M
Net Income$6.7M$6.7M$8.2M$10.7M$15.2M
EBITDA$13.3M$13.3M$12.8M$16.7M$23.9M
EPS0.120.120.140.190.26
Gross Margin101.2%101.2%108.4%109.2%128.7%
Operating Margin29.7%29.7%41.6%49.9%54.4%
Net Margin19.2%19.2%27.3%33.2%35.2%
Balance Sheet
Debt/Equity——0.000.000.01
Current Ratio13.9413.94———
Cash Flow
Free Cash Flow$6.7M$6.7M$5.8M$7.1M$7.7M
Returns
ROE6.8%6.8%8.4%11.2%16.9%
Valuation
P/E10.8710.878.447.025.88
EV/EBITDA10.4410.445.254.353.72
P/B1.441.440.710.790.99
Growth & Yield
Revenue Growth15.3%15.3%-6.0%-25.8%—
EPS Growth-19.0%-19.0%-22.8%-26.5%—
Dividend Yield4.0%4.0%———

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

23.7%

exigente

EPS terminal req.

$0.22

Spread vs growth

-42.8%

5Y implied EPS CAGR

18.0%

exigente

EPS terminal req.

$0.27

Spread vs growth

-37.1%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$0.43

Spread vs growth

-33.0%

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 +32.5%

Total return

+32.5%

Start / end P/E

13.5x → 21.3x

EPS bridge

0.14 → 0.12

Residual

-11.2%

EPS growth-19.0%
Multiple rerating+58.7%
Dividend+4.0%
Residual / FX / buybacks / cross-term-11.2%

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.