Added to YB: 2026-08-10
Pitch date: 2026-08-07
C79.AX [bullish]
Chrysos Corporation Limited
Author Info
No bio for this author
Company Info
Chrysos Corporation Limited engages in the development and supply of mining technologies in Europe, the Middle east, Africa, the Asia pacific, and the Americas.
Market Cap
AUD 687.4M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.83
P/E
-140.15
EV/Sales
8.91
Sector
Professional Services
Category
growth
Chrysos (ASX: C79): The Cash Machine
C79.AX: PhotonAssay monopoly replacing 100yr fire assay; assaying-as-a-service model, 76% GM, ~100% incremental margins on AAC (261% growth). Only 5% penetration of 610-site TAM; 70% of top-20 gold miners engaged. FY26E rev A$80-90M/EBITDA A$20-27M; model A$250M+ rev, A$100M+ EBITDA by FY31. Cheap on FY31 EV/EBITDA, 12-27% IRR at 15x. Debt-funded, minimal dilution. Risks: China mfg, utilization ramp, FX, 9x rev valuation. 5yr+ hold.
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