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v0.1
THX.L$70.00-5.41%
Fair $70.00+0.0%

THX.L

Thor Explorations Ltd.

Basic Materials / GoldLSE

$70.00

-4.00 (-5.41%)

Fairly Valued+0.0%Fair Value $70.00Fund rank 37/100 · Data gapFallback financials|
SA 66/B
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $57.7M · quality 78.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

66/100

B

Piotroski

7/9

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 · THX.LLocal privado en este navegador · Thor Explorations 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

$467M

P/E

2.9x

↓

EV/EBITDA

193.9x

↑

ROE

51.6%

↑

Gross Margin

66.1%

↑

Debt/Equity

0.01

↓
52-Week Range$70
$37$101

TradingView lightweight chart

THX.L price, volumen y niveles de valoración

Último $70.00Periodo +241.5%
Fair value: $70.00

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

+25.4%

FCF CAGR

+48.0%

FCF margin

55.5%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $325.5M · net income $196.2M · FCF $180.7M

2022-FY → 2025-FY

Gross margin

66.1%+23.3% pts

Operating margin

61.3%+29.0% pts

Net margin

60.3%+36.8% pts

FCF margin

55.5%+21.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$325.5M$325.5M$193.1M$141.2M$165.2M
Net Income$196.2M$196.2M$91.2M$10.9M$38.8M
EBITDA$239.4M$239.4M$119.4M$46.9M$84.9M
EPS0.300.300.140.020.06
Gross Margin66.1%66.1%58.1%27.4%42.8%
Operating Margin61.3%61.3%52.1%19.2%32.3%
Net Margin60.3%60.3%47.2%7.7%23.5%
Balance Sheet
Debt/Equity0.010.010.040.310.44
Current Ratio9.159.15———
Cash Flow
Free Cash Flow$180.7M$180.7M$57.7M$35.4M$55.7M
Returns
ROE51.6%51.6%45.3%9.7%39.0%
Valuation
P/E2.922.92123.21712.50270.83
EV/EBITDA193.89193.8995.20199.50124.97
P/B122.49122.4956.5083.22106.34
Growth & Yield
Revenue Growth68.5%68.5%36.7%-14.5%—
EPS Growth114.3%114.3%600.0%-66.7%—
Dividend Yield3.7%3.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

174.6%

muy exigente

EPS terminal req.

$6.21

Spread vs growth

-60.3%

5Y implied EPS CAGR

90.4%

muy exigente

EPS terminal req.

$7.52

Spread vs growth

23.8%

10Y implied EPS CAGR

44.7%

muy exigente

EPS terminal req.

$12.10

Spread vs growth

69.5%

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 +89.1%

Total return

+89.1%

Start / end P/E

269.6x → 233.3x

EPS bridge

0.14 → 0.30

Residual

-15.4%

EPS growth+114.3%
Multiple rerating-13.5%
Dividend+3.7%
Residual / FX / buybacks / cross-term-15.4%

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.