Added to YB: 2026-01-13
Pitch date: 2026-01-11
GUL.AX [bullish]
Gullewa Limited
+4.35%
current return
Author Info
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Company Info
Gullewa Limited engages in the exploration, evaluation, and mining of mineral properties in Australia.
Market Cap
AUD 24.0M
Pitch Price
AUD 0.12
Price Target
0.34 (+183%)
Dividend
6.36%
EV/EBITDA
5.59
P/E
14.69
EV/Sales
2.81
Sector
Metals and Mining
Category
value
Show full summary:
Gullewa (GUL.AX): A Gold Royalty Cash Flow with 286% upside
GUL.AX: Gold royalty co at 25% FCF yield despite A$7k/oz gold. 1% Deflector royalty generates A$2.7M FY26 vs A$11M EV. Unhedged exposure + production recovery FY27 + British King mine upside. A$10.7M cash, 8% dividend yield. Base case A$0.18-0.19 (100% upside), bull A$0.34 (286% upside). Risks: insider control, dilution, bloated costs.
Read full article (4 min)