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Language: EN · RU

Region: Australia

Our recommended portfolios
Performance & current holdings of our strategies for this market — why it makes sense to join.
Commodity-Upsidebacktest CAGR +10% · excess +4%
today +4.4% · CAGR +10% · vs index +4% · Sharpe 0.64 · maxDD -23%

Rows are ordered partly by extraction health (share of stable periods). Hover a row for OK / partial / error counts.

CompanyCountrySectorValue / upsideDiv. %FCF Yield LTMΔ revenue (NII for banks)Δ EBITDA (assets for financials)EV/EBITDA LTMP/E LTMP/B FYROE (ann.)
Mineral Resources
AU_MIN
AUIron / lithium / services+24%1.8%33.3%-38.2%13.8x3.4x25.2%
Lynas Rare Earths
AU_LYC
AURare earths-5%1.5%16.8%-20.2%2.1x7.2x5.6%
Sandfire Resources
AU_SFR
AUCopper mining-5%6.8%28.6%57.0%10.5x62.3x3.2x10.6%
Evolution Mining
AU_EVN
AUGold mining-23%2.6%4.1%37.5%151.0%27.1x62.7x5.1x29.0%
Yancoal Australia
AU_YAL
AUCoal mining-26%3.4%7.0%-15.3%-37.0%2.8x16.3x0.8x4.8%
Regis Resources
AU_RRL
AUGold mining-28%3.0%17.4%30.5%285.8%6.6x20.1x3.2x36.7%
Fortescue
AU_FMG
AUIron ore-28%6.6%-1.9%-14.8%-28.5%5.0x11.1x1.9x18.8%
Genesis Minerals
AU_GMD
AUGold mining-30%1.7%109.8%290.9%14.4x30.8x5.4x34.4%
Northern Star Resources
AU_NST
AUGold mining-30%2.5%0.2%30.4%58.1%9.3x23.2x2.1x9.5%
Woodside Energy
AU_WDS
AUOil & LNG-35%5.9%-2.2%-1.5%-6.3%4.2x12.9x1.0x7.6%
Santos
AU_STO
AUOil & gas-51%4.8%4.9%-8.4%-10.3%6.7x18.8x1.0x5.2%
New Hope
AU_NHC
AUCoal mining-70%4.7%5.8%-0.8%10.8%5.9x10.1x1.7x4.2%
Whitehaven Coal
AU_WHC
AUCoal mining-79%1.3%9.6%52.5%18.8%1.9x6.3x1.1x2.4%
Pilbara Minerals
AU_PLS
AULithium≤ −100%-4.3%-50.4%-81.7%77.5x4.5x1.8%
IGO Ltd
AU_IGO
AUNickel & lithium-3.0%-37.7%2.7x-3.3%
South32
AU_S32
AUDiversified mining2.3%6.1%17.4%89.1%8.1x58.3x1.4x10.3%