Added to YB: 2026-07-03
Pitch date: 2026-06-30
NTU.AX [bullish]
Northern Minerals Limited
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Northern Minerals Limited operates in the mineral exploration industry in Australia. The explores for other heavy rare earths.
Market Cap
AUD 238.7M
Pitch Price
AUD 0.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.79
P/E
-7.52
EV/Sales
128.45
Sector
Metals and Mining
Category
special_situation
2 Aussie Stocks About to Hit an Inflection Point in the Coming Weeks - Northern Minerals Limited
NTU.AX: Debt-free heavy rare earth miner (Browns Range, high-grade Dy/Tb, one of few ex-China sources). At 2.6c vs A$0.051 Nov'25 raise due to forced-selling of 17.6% Chinese-owned shares by July 2. Catalysts: overhang clears 7/2/26, FID by 9/30, govt funding (US EXIM $230M LOI, Iluka refinery). DFS NPV A$187M-705M. Multi-bagger if catalysts hit; China dumping risk.
Read full article (3 min)