Added to YB: 2026-09-09
Pitch date: 2026-09-07
SMR.AX [bullish]
Stanmore Resources Limited
+1.62%
current return
Author Info
No bio for this author
Company Info
Stanmore Resources Limited engages in the exploration, development, production, and sale of metallurgical coal in Australia.
Market Cap
AUD 2.0B
Pitch Price
AUD 3.09
Price Target
N/A
Dividend
4.07%
EV/EBITDA
6.40
P/E
-48.14
EV/Sales
1.31
Sector
Metals and Mining
Category
turnaround
Some more coal ideas - Stanmore ($SMR.AX)
SMR.AX: Stanmore trades at US$1.9bn, or potentially little more than 2x EBITDA if the recent US$50/t PCI-price recovery has lifted margins from first-half US$27/t toward US$60/t. The core upside is the Isaac Downs Extension, where production is expected to begin in 2028 and could double while operating costs nearly halve. Permitting remains the key near-term uncertainty, while coal prices and geology directly affect margins.
Read full article (3 min)