Stock Analysis

The upgraded Inferred Mineral Resource stands at 946Mt at 50.1 ppm scandium (76.8 ppm Sc2O3), for 47,357 tonnes of contained scandium metal and 72,637 tonnes of contained Sc2O3, reported at a 25 ppm cut-off. The resource comprises two blocks defined along the same geological …

Revenue increased to a record $807.5 million, from $404.3 million in FY25, a rise of 100%. EBITDA increased 134% to $431.1 million, from $184.6 million previously, while EBIT rose 172% to $313.3 million. Net Profit After Tax increased 16% to $216.2 million, up from …

On a statutory basis, revenue increased 1.8% to $3.7 billion, while statutory EBITDA fell 42.6% to $50.8 million and the Company recorded a statutory NPAT loss of $16.0 million, a decline of 177.9% compared with FY25. The statutory result includes an expense to recognise …

Record first-half revenue was $125.8 million, up 74% on the prior corresponding period to 30 June 2025. Recurring revenue increased 229% to $11.5 million, supported by a growing installed base of 4,100 software-enabled devices globally. Underlying EBITDA moved to a loss of $12.4 million, …

Revenue for FY26 increased 22.7% to a record $23.5 million, up from $19.1 million in FY25, a result the company attributed to demand for its SIBS FailSafe product, international expansion and growth in its aftermarket business. Underlying EBITDA rose 37.5% to $2.2 million, from …

Gross revenue for FY26 was $953.4 million, down 2% from $975.3 million in FY25, while sales revenue declined 3% to $718.4 million, from $742.1 million in the prior year. Delivered margin fell 9% to $108.5 million, from $119.4 million in FY25, representing 15.1% of …

Adjusted EBITDA, a non-IFRS measure that excludes interest, tax, depreciation, amortisation, share-based payments andAcquisitioncosts, moved into positive territory at $0.03 million for FY26. This compares with a loss of $0.733 million in FY25, representing a swing of 104% year on year. During the period, …