Highlights
- Three brokers have issued Buy ratings on AIC Mines Limited (ASX: A1M).
- Price targets range from AUD 0.56 to AUD 0.80, implying upside potential between 23% and 76%.
- The company continues to advance copper and gold exploration projects across Queensland.
AIC Mines Limited (ASX:A1M) has received Buy ratings from three brokers, reflecting growing institutional interest in the company’s copper and gold operations. The ratings coincide with AIC Mines’ September 2025 quarterly report.
Analyst Ratings Overview
Three independent brokers have reaffirmed positive outlooks for AIC Mines, setting upwardly revised price targets.
Shaw and Partners issued a Buy rating with a target price of AUD 0.80, indicating a 75.82% potential increase from current levels. Bell Potter Securities (Institutional) also maintained a Buy recommendation, setting a target of AUD 0.67, representing a 47.25% upside. Ord Minnett provided a Buy rating as well, targeting AUD 0.56, a 23.08% increase from prevailing market prices.
Operational and Financial Update
AIC Mines’ Eloise copper mine in North Queensland continues to perform in line with expectations, marking its ninth consecutive quarter of meeting production guidance. During the September 2025 quarter, Eloise produced 3,324 tonnes of copper and 1,722 ounces of gold, achieving an all-in sustaining cost (AISC) of AUD 4.97 per pound (US$3.23/lb).
The company generated operating cash flow of AUD 27.1 million and a net mine cash flow of AUD 11.8 million, reflecting steady financial performance. As of 30 September 2025, AIC Mines reported AUD 67.8 million in cash, with a US$40 million prepayment facility from Trafigura remaining undrawn.
During the quarter, the company also raised AUD 21.5 million through the completion of its share purchase plan and equity placement.
Growth and Exploration Progress
AIC Mines continues to advance its Jericho copper project, with the access drive now 380 metres from the J1 lens near the Jolly shoot. The company expects the Jolly shoot to support early ramp-up of Jericho mining, potentially commencing in the March 2026 quarter.
Recent drilling results from Jolly returned encouraging intercepts, including 7.0 metres grading 3.1% copper and 0.9g/t gold, confirming the continuity of high-grade mineralisation. Exploration has also identified a new J0 lens located 100 metres west of Jolly, which remains open along strike and down dip.
Additionally, work has begun to expand the Eloise processing plant from 725,000 tonnes per annum to 1.1 million tonnes per annum, with EPC contractor GR Engineering now mobilised on site.
In summary, three brokers have reaffirmed Buy ratings on AIC Mines Limited, with price targets signalling upside potential ranging from 23% to 76%.
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