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Added to YB: 2025-06-09

Pitch date: 2025-03-31

MIN.AX [neutral]

Mineral Resources Limited

+117.87%

current return

Author Info

No bio for this author

Company Info

Mineral Resources Limited, together with subsidiaries, provides mining services in Australia, Asia, and internationally.

Market Cap

AUD 10.2B

Pitch Price

AUD 24.12

Price Target

N/A

Dividend

N/A

EV/EBITDA

20.63

P/E

-11.34

EV/Sales

3.58

Sector

Metals and Mining

Category

turnaround

Show full summary:
PM Capital Australian Companies Fund Portfolio Holding: Mineral Resources Limited

MIN.AX (holding update): Declined on Onslow iron ore project delays due to haul road repairs/upgrades. Higher capex & production delays increased net debt, sparking dilution fears. At current commodity prices, capital raise unlikely. Holding both equity (negative contributor) & 2028 senior debt (positive contributor).

Read full article (1 min)