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SGQ.V$0.35+0.00%
Fair $0.35+0.0%

SGQ.V

SouthGobi Resources Ltd.

Energy / Thermal CoalTSXV

$0.35

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.35Fund rank 26/100 · Data gapFallback financials|
SA 29/D
F-Score: 3/9

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 18%

FCF escenarios

weak_data · normalized FCF $-10.7M · quality 45.3/100

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

29/100

D

Piotroski

3/9

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 · SGQ.VLocal privado en este navegador · SouthGobi Resources Ltd.
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

$124M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

74.3%

↑

Gross Margin

0.0%

↓

Debt/Equity

-1.18

↓
52-Week Range$0
$0$1

TradingView lightweight chart

SGQ.V price, volumen y niveles de valoración

Último $0.350Periodo -90.3%
Fair value: $0.350

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

+101.6%

FCF CAGR

—

FCF margin

-3.6%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $598.8M · net income $-168.8M · FCF $-21.7M

2022-FY → 2025-FY

Gross margin

0.0%-20.9% pts

Operating margin

-3.9%-10.1% pts

Net margin

-28.2%+13.4% pts

FCF margin

-3.6%-23.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$598.8M$598.8M$493.4M$331.5M$73.1M
Net Income$-168.8M$-168.8M$92.5M$908000.00$-30.4M
EBITDA$-78.8M$-78.8M$181.9M$87.0M$17.8M
EPS-0.57-0.570.310.00-0.11
Gross Margin0.0%0.0%26.9%52.3%21.0%
Operating Margin-3.9%-3.9%31.1%21.0%6.1%
Net Margin-28.2%-28.2%18.7%0.3%-41.6%
Balance Sheet
Debt/Equity-1.18-1.18-4.16-1.40-1.58
Current Ratio0.260.26———
Cash Flow
Free Cash Flow$-21.7M$-21.7M$-10.7M$116.3M$14.3M
Returns
ROE74.3%74.3%-185.6%-0.6%21.3%
Valuation
P/E——1.83183.33—
EV/EBITDA——2.023.5814.75
Growth & Yield
Revenue Growth21.4%21.4%48.8%353.6%—
EPS Growth-283.0%-283.0%10266.7%102.7%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -7.9%

Total return

-7.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.31 → -0.57

Residual

-7.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.9%

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.