26/08/2026 17:18

Sandfire Resources (ASX: SFR) $24.15

SFR +6.01%: Capped off a strong FY26 with earnings more than tripling as stronger copper production, pricing and operating performance flowed through the business - the share price today helped by a strong move in Copper overnight.  

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23/07/2026 17:24

Sandfire Resources (ASX: SFR) $19.36

SFR +3.58%: finished FY26 strongly, with a sharp lift in copper and silver production driving record quarterly financial outcomes and leaving the balance sheet in its strongest position for several years.

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16/07/2026 09:07

Sandfire Resources Ltd (ASX: SFR) $19.02

So far this year, copper miner SFR has consolidated its strong gains through 2025, which we regard as bullish considering the headwinds from the US-Iran war on the industrial metal. With copper again threatening to break out on the upside, we believe it’s a matter of time before SFR tests/breaks its all-time highs.

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09/07/2026 09:11

Sandfire Resources Ltd (SFR) $18.28

Sandfire (BHP is 2nd) has the highest correlation to Samsung, without the steroids on the upside, but its ~17% fall in the last 4 weeks has followed a very similar path to the Korean semiconductor giant. MMs portfolios are skewed towards copper and the miners; hence it's been a tough few weeks, but we remain comfortable with our underlying analysis and are more likely to add to our exposure than trim into current weakness.

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15/06/2026 09:18

Sandfire Resources Ltd (ASX: SFR)

Sandfire (SFR) is the largest pure copper (Cu) play on the ASX, although BHP has arguably been more correlated to the industrial metal. There are two points of note from the impressive chart below:

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12/05/2026 09:49

Sandfire Resources Ltd (ASX:SFR) $18.53

Sandfire has been a great illustration of the cyclical and volatile nature of commodity stocks having fallen more than 30% from its January high after getting too excited on the upside from a valuation perspective when it tested $22.

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07/05/2026 09:11

Sandfire Resources (ASX:SFR) $16.95

Sandfire corrected over 30% from its late January high as investors took profit before, and after the Iran war broke out. The main issue with this copper miner is its valuation, after it became the “go to” pure Cu play on the ASX after BHP bought OZ Minerals three years ago. Even in today’s environment, where virtually all analysts are positive on the industrial metal, there is mixed opinions around SFR

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23/04/2026 16:54

Sandfire Resources (ASX:SFR) $17.22

Reaffirmed FY26 production guidance despite a softer March-quarter operational update, with weather and maintenance disruptions weighing on output but not enough to shift the broader outlook. 

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09/04/2026 17:08

Sandfire Resources (SFR) $17.41

SFR –4.02%: Delivered a mixed quarterly production result, though maintained full-year guidance, albeit at the lower end, as management remains confident in a stronger finish to the year.

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25/03/2026 11:23

Sandfire Resources (SFR) $16.30

After correcting well over 30% from its 2026 high Sandfire (SFR) is coming back to life, MM asks is it time to buy?

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