Added to YB: 2026-10-05
Pitch date: 2026-10-01
EQR.AX [bullish]
EQ Resources Limited
-34.88%
current return
Author Info
No bio for this author
Company Info
EQ Resources Limited engages in the exploration, production, and sale of tungsten and mineral resources in Australia and Spain.
Market Cap
AUD 2.3B
Pitch Price
AUD 0.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
69.20
P/E
261.92
EV/Sales
13.92
Sector
Metals and Mining
Category
value
Portfolio Update: Q4/2026 - EQ Resources Limited
EQR.AX (hold): EQ Resources remains undervalued if tungsten holds above $2,500/MTU; at the current $2,800 Rotterdam APT price, its margin is about $1,750/MTU before taxes. Group production is approximately 20,000 MTU monthly, with Saloro near optimal performance, but further gains depend on resolving Mt. Carbine's issues. The main uncertainty is commodity pricing after APT recently fell 5%, given tungsten's small, potentially volatile market.
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