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SYR.AX$0.13+8.70%
Fair $0.13+0.0%

SYR.AX

Syrah Resources Limited

Basic Materials / Other Industrial Metals & MiningASX

$0.13

+0.01 (+8.70%)

Fairly Valued+0.0%Fair Value $0.13Fund rank 30/100 · Data gapFallback financials|
SA 12/F
F-Score: 4/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-102.7M · quality 65.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

12/100

F

Piotroski

4/9

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. ROE is -30.6%, below the 5% threshold
Thesis & Journal · SYR.AXLocal privado en este navegador · Syrah Resources 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

$288M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-30.6%

↓

Gross Margin

-134.4%

↓

Debt/Equity

0.89

↑
52-Week Range$0
$0$1

TradingView lightweight chart

SYR.AX price, volumen y niveles de valoración

Último $0.125Periodo -25.1%
Fair value: $0.125

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

-32.0%

FCF CAGR

—

FCF margin

-186.3%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.4M · net income $-100.7M · FCF $-62.2M

2022-FY → 2025-FY

Gross margin

-134.4%-151.2% pts

Operating margin

-259.0%-234.1% pts

Net margin

-301.6%-276.3% pts

FCF margin

-186.3%-63.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.4M$33.4M$31.5M$47.7M$106.2M
Net Income$-100.7M$-100.7M$-125.3M$-85.3M$-26.8M
EBITDA$-41.4M$-41.4M$-81.6M$-56.3M$-13.7M
EPS-0.08-0.08-0.11-0.10-0.03
Gross Margin-134.4%-134.4%-176.6%-54.5%16.7%
Operating Margin-259.0%-259.0%-334.0%-146.8%-24.9%
Net Margin-301.6%-301.6%-397.5%-178.7%-25.3%
Balance Sheet
Debt/Equity0.890.890.700.840.20
Current Ratio0.670.67———
Cash Flow
Free Cash Flow$-62.2M$-62.2M$-102.7M$-206.9M$-130.3M
Returns
ROE-30.6%-30.6%-32.7%-24.2%-6.2%
Valuation
P/B0.490.490.601.383.66
Growth & Yield
Revenue Growth5.9%5.9%-33.9%-55.1%—
EPS Growth29.6%29.6%-9.8%-204.1%—

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 -56.1%

Total return

-56.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.11 → -0.08

Residual

-56.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-56.1%

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.