Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi Market Matters Team View on AIC Mines and what catalyst is required to see the share price move upwards. You see high price targets (from Shaw & Partners) at 75c from 70c. C79 - Chrysos - You have this on your watchlist - I have held from when MMatters purchased C79 previously. Where do you see the share price going after they reported well. I don't want to prematurely sell now I'm in profit if there is further upside. regards Debbie
Hi Debbie,
AIC Mines (A1M) – It’s been a frustrating year for this copper junior ($243mn) when heavyweight Sandfire (SFR) pushes to new highs. The issue is A1M is at the start of capital-intensive 18 months with growth in its capex forecast to be close to 40% by some analysts. Their goal is to lift Cu output by 7,000 tons by FY28. The stocks cheap if it’s successful but investors remain patient pre-empting too far in advance – we like it as a speculative play but it’s a guess when the market will consider re-rating the miner.
Chrysos (C79) – For subscribers not familiar with C79, it’s an Australian technology company that develops and commercialises PhotonAssay technology for the mining industry – a faster, safer, and more environmentally friendly alternative to traditional fire assay for measuring gold and other minerals in ore samples.
C79 has performed strongly in the last fortnight surging 35% after delivering an excellent result last week that saw Bells upgrade its PT for the stock by more than 50%! Revenue of $66.1mn was up 46% YoY, beating expectations while they forecasted FY26 revenue between $80-90mn. Strong cash flow, healthy balance sheet, and positive FY25 performance position means we the think company will easily meet its stated FY26 targets, with a good chance of beating them.
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