Added to YB: 2026-07-27
Pitch date: 2026-07-22
GWR.AX [neutral]
GWR Group Limited
Author Info
Raper Capital has 20+ years of buy- and sell-side experience in a variety of roles, and currently manage my single family office, Raper Capital Sign up for the newsletter.
Company Info
GWR Group Limited explores for, evaluates, and develops mining projects in Australia. The company explores for magnesite, tungsten, and gold deposits.
Market Cap
AUD 35.8M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.14
P/E
-56.24
EV/Sales
-0.21
Sector
Metals and Mining
Category
special_situation
GWR and some more thoughts on regulatory levers in small-cap deep value
GWR.AX: Perth cash box at 10.5c vs ~24-25c conservative SOTP (11.3c cash + 12c TGN tungsten stake). Trades ~41c on dollar. Thesis: ~48% opaque custodian block shows strong indicia of undisclosed Malaysian association (director-owned 'independent' 10% holder). Takeovers Panel divestment/bid/buyback lever forces payout. Risks: high proof bar, slow relief, malinvestment, TGN volatility, illiquidity. Small position.
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