STANMORE RESOURCES LIMITED (SMR)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

SMR

SMR - STANMORE RESOURCES LIMITED

FNArena Sector : Coal
Year End: December
GICS Industry Group : Energy
Debt/EBITDA: 1.13
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.06

16 May
2025

0.040

OPEN

$2.03

1.98%

HIGH

$2.08

4,320,834

LOW

$2.02

TARGET
$2.95 43.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
BCB . BRL . CRN . MMI . NHC . TER . WHC . YAL .
FNARENA'S MARKET CONSENSUS FORECASTS
SMR: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 6.2 xxx
DPS (cps) 4.6 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 33.0 xxx
Dividend Yield 2.2% xxx
Div Pay Ratio(%) 74.1% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 6.55%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 8.42

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 03/09 - ex-div 6.56c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx32.2
DPS All xxxxxxxxxxxxxxx17.3
Sales/Revenue xxxxxxxxxxxxxxx3,631.8 M
Book Value Per Share xxxxxxxxxxxxxxx327.8
Net Operating Cash Flow xxxxxxxxxxxxxxx618.1 M
Net Profit Margin xxxxxxxxxxxxxxx7.99 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx10.51 %
Return on Invested Capital xxxxxxxxxxxxxxx8.36 %
Return on Assets xxxxxxxxxxxxxxx5.27 %
Return on Equity xxxxxxxxxxxxxxx10.51 %
Return on Total Capital xxxxxxxxxxxxxxx10.22 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx162.8 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx401 M
Long Term Debt xxxxxxxxxxxxxxx685 M
Total Debt xxxxxxxxxxxxxxx1,086 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx467 M
Price To Book Value xxxxxxxxxxxxxxx0.92

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx281.5 M
Capex % of Sales xxxxxxxxxxxxxxx7.75 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,385 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,851 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx40 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

30/04/2025

1

Buy

$3.10

50.49%

Citi notes Stanmore Resources' 1Q25 production and sales were slightly ahead of its expectations, but net debt rose to US$146m from US$26m at the end of December.

A deferral of capex to FY26 due to lower coal prices resulted in a cut to cash costs and capex guidance. The company maintained FY25 production guidance but weighted it to 2H due to weather-related issues in 1H.

The broker lifted FY25 net profit forecast to US$19m due to -4% lower costs vs the previous estimate of -US$15m loss.

Buy. Target unchanged at $3.10.

FORECAST
Citi forecasts a full year FY25 EPS of 3.23 cents.
Citi forecasts a full year FY26 EPS of 17.54 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Petra Capital

05/05/2025

1

Buy

$5.37

160.68%

Petra Capital maintains a Buy rating on Stanmore Resources and raises the target price to $5.37 from $4.97, citing cost and FX benefits offsetting near-term coal price downgrades.

March quarter production was impacted by wet weather, but saleable output of 3.3Mt was in line with the analyst's expectations and FY25 guidance is unchanged, with a second-half weighting.

Management lowers FOB cash cost guidance by -4% to US$85–90/t, and capex guidance falls -24% to US$80–US$90m following completion of major works and deferral of non-essential projects.

Petra Capital notes work on Eagle Downs is delayed to early 2026, while the Isaac Downs Expansion pre-feasibility study supports a 20-year life and 4Mtpa run rate.

FORECAST
Petra Capital forecasts a full year FY25 dividend of 14.93 cents and EPS of 28.78 cents.
Petra Capital forecasts a full year FY26 dividend of 11.20 cents and EPS of 22.10 cents.
Access Extra Coverage Research History >

SMR STOCK CHART

FNArena News on SMR

1
Australian Broker Call *Extra* Edition – May 05, 2025

May 05 2025 - Daily Market Reports
2
New Hope Buyback Counters 2025 Uncertainty

Mar 20 2025 - Commodities
3
FNArena Corporate Results Monitor – 25-02-2025

Feb 25 2025 - Australia
4
Rudi’s View: Best Ideas & Conviction Calls

Feb 20 2025 - Rudi's View
5
Rudi’s View: AGL Energy, Bega Cheese, BRG, Harvey Norman, Imdex & Superloop

Feb 06 2025 - Rudi's View

Latest Coal News

1
Treasure Chest: Whitehaven Versus Stanmore

May 14 2025 - Treasure Chest
2
Rudi’s View: Coal, Copper, Car Group & More

Mar 27 2025 - Rudi's View
3
New Hope Buyback Counters 2025 Uncertainty

Mar 20 2025 - Commodities
4
Whitehaven Coal: Sales Up, Prices Down

Jan 31 2025 - Commodities
5
Coronado Global Counts On Better Times Ahead

Jan 30 2025 - Commodities
6
ESG Focus: Decarbonisation, Renewables & Cyber Crime

Apr 03 2024 - ESG Focus
7
Better Times Ahead for New Hope?

Mar 20 2024 - Australia
8
Organic And Inorganic Opportunities For Coronado

Jul 24 2023 - Australia
9
Capacity Increase Ahead for New Hope

Mar 23 2023 - Australia
10
Stanmore Versus Coronado: Higher Margins Rule

Mar 22 2023 - Commodities