ENTITY
Fenix Resources

Fenix Resources (FEX AU)

7
Analysis
MaterialsAustralia
Fenix Resources Ltd operates as a resource exploration company. The Company explores for iron ore, vanadium, and manganese. Fenix Resources develops its projects in Australia.
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bullishIron Ore
08 Jan 2025 09:00

Fenix Resources (FEX AU): Deep Value, >35% of Mkt Cap in Cash, 2.5x PE/0.3 EV-EBITDA on Ramp Up

We outline our thesis for Fenix Resources (FEX AU) as the company approaches its Q2 FY25 production report date. We summarize what we believe are...

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18 Jul 2024 11:38

Mount Gibson (MGX AU): Q4 Production Report And Guidance Disappointing, But Mkt Cap = Net Cash

We summarise Mount Gibson's Q4FY24 production report. Net cash and Investments are now equal to market capitalization, which means the market...

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bullishIron Ore
13 Jun 2024 09:00

Iron Ore: Disappointing Data Pushed Price Down to 105, Bounce To 120 On Further Stimulus From China

We provide our take on the China data like TSF, auto sales and property that led to the sell-off in iron ore. We provide our rationale for an iron...

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24 Apr 2024 09:00

Mount Gibson (MGX AU): Iron Ore Pure Play, 77% of the Mkt Cap in Cash, 0.5x EV-EBITDA With Catalysts

Mount Gibson Iron (MGX AU) is a pure play on iron ore trading at 0.5x EV-EBITDA, with 77% of the market capitalization in cash. We look forward to...

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bullishIron Ore
09 Dec 2024 09:00

Fenix Resources (FEX AU): Positive Developments At Iron Ridge And Other Catalysts

Fenix Resources (FEX AU) is poised to increase its production from 1.4 to 4.1 million tons in the next two months, bringing this 200 mn AUD...

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