Professional
Added to YB: 2025-12-16
Pitch date: 2025-09-30
MIN.AX [neutral]
Mineral Resources Limited
+29.99%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Mineral Resources Limited, together with subsidiaries, provides mining services in Australia, Asia, and internationally.
Market Cap
AUD 10.2B
Pitch Price
AUD 39.88
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:
L1 Long Short Fund Limited Portfolio Holding: Mineral Resources Limited
MIN.AX (holding update): +91% rally on lithium price recovery (+36%) & Chinese supply cuts speculation. Onslow Iron Project road upgrades complete, exceeded 3.2Mt monthly shipments vs 2.9Mt nameplate. At full run-rate expects ~$1.3B EBITDA at $100/t iron ore. Refinanced $700M bonds to 2031, improving liquidity.
Read full article (1 min)