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BBX Minerals Limited
(Sydney:BCM)
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Rating:47Neutral
Price Target:
AU$0.04
â–²(40.00% Upside)
Action:Reiterated
Date:06/20/26
The score is primarily held down by weak financial performance (no revenue, ongoing losses and cash burn, and increased leverage/funding risk). Technicals provide partial support via a strong uptrend above major moving averages, but very overbought momentum (RSI ~86) raises near-term downside risk. Valuation is constrained by negative earnings and no dividend support.
Positive Factors
Focused exploration business model
BBX’s upstream exploration focus creates durable optionality: successful discoveries can generate high-margin development opportunities and value uplift without needing downstream scale. A diverse project pipeline in Brazil preserves upside across cycles, supporting long-term growth potential.
Negative Factors
Pre-revenue with persistent net losses
No revenue base means margins and long-term profitability remain hypothetical; ongoing operating losses require continual external funding. Without a discovered, economically viable deposit, the business model lacks sustainable cash inflows and margin visibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Focused exploration business model
BBX’s upstream exploration focus creates durable optionality: successful discoveries can generate high-margin development opportunities and value uplift without needing downstream scale. A diverse project pipeline in Brazil preserves upside across cycles, supporting long-term growth potential.
Read all positive factors
BBX Minerals Limited (BCM) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$132.96M
Dividend YieldN/A
Average Volume (3M)7.08M
Price to Earnings (P/E)―
Beta (1Y)0.78
Revenue GrowthN/A
EPS Growth45.00%
CountryAU
Employees60
SectorBasic Materials
Sector Strength58
IndustryOther Precious Metals
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding2,179,727,000
10 Day Avg. Volume3,812,739
30 Day Avg. Volume7,081,166
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)19.80
Price to Sales (P/S)0.00
P/FCF Ratio-2.58
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)>-0.01
Revenue Forecast (FY)N/A
BBX Minerals Limited Business Overview & Revenue Model
Company Description
Brazilian Critical Minerals Limited, headquartered in Perth, Australia, concentrates on the exploration and advancement of mineral resource properties across Australia and Brazil. The company's primary focus is on discovering deposits of critical ...
How the Company Makes Money
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BBX Minerals Limited Financial Statement Overview
Summary
Income Statement
8
Very Negative
Balance Sheet
22
Negative
Cash Flow
12
Very Negative
| Breakdown | TTM | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|
Income Statement | ||||
| Total Revenue | 0.00 | 0.00 | 0.00 | 0.00 |
| Gross Profit | -34.44K | -35.25K | 0.00 | 0.00 |
| EBITDA | -5.16M | -4.83M | -4.61M | -4.25M |
| Net Income | -6.04M | -5.72M | -6.05M | -4.85M |
Balance Sheet | ||||
| Total Assets | 7.26M | 2.13M | 2.48M | 2.11M |
| Cash, Cash Equivalents and Short-Term Investments | 6.76M | 1.70M | 2.07M | 1.66M |
| Total Debt | 857.15K | 1.13M | 622.65K | 2.46M |
| Total Liabilities | 1.50M | 1.59M | 812.62K | 2.64M |
| Stockholders Equity | 5.76M | 540.71K | 1.67M | -531.85K |
Cash Flow | ||||
| Free Cash Flow | -4.63M | -4.16M | -4.31M | -4.45M |
| Operating Cash Flow | -4.55M | -4.11M | 0.00 | 0.00 |
| Investing Cash Flow | -95.76K | -103.78K | -63.57K | -77.62K |
| Financing Cash Flow | 9.82M | 3.87M | 4.72M | 5.72M |
BBX Minerals Limited Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
53 Neutral | AU$133.39M | -9.44 | -25.68% | ― | ― | -323.13% | |
48 Neutral | AU$145.28M | 30.38 | 2.67% | ― | 593.88% | 80.32% | |
47 Neutral | AU$132.96M | -14.77 | -191.86% | ― | ― | 45.00% | |
46 Neutral | AU$190.47M | -43.16 | -3.54% | ― | -100.00% | -144.44% | |
42 Neutral | AU$166.86M | -15.42 | -13.28% | ― | ― | ― | |
40 Underperform | AU$63.14M | -7.85 | -62.36% | ― | ― | 7.11% |
* Basic Materials Sector Average
AU:BCM
BBX Minerals Limited
0.07
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150.00%
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BBX Minerals Limited Corporate Events
Brazilian Critical Minerals Director Converts Performance Rights to Shares
Aug 4, 2026
Brazilian Critical Minerals Limited has reported a change in the holdings of director Nicholas Holthouse, following the conversion of performance rights into ordinary shares. Holthouse, through The Holthouse Family Account, disposed of 6,666,667 p...
Brazilian Critical Minerals Director Converts Performance Rights to Ordinary Shares
Aug 4, 2026
Brazilian Critical Minerals Limited has disclosed a change in director Andrew Reid’s interests, indicating a conversion of performance rights into ordinary shares. The transaction involves the issue of 25,000,000 new ordinary shares to the R...
Brazilian Critical Minerals Director Converts Performance Rights into Shares
Aug 4, 2026
Brazilian Critical Minerals Limited has reported a change in director Jeremy Robinson’s indirect interests, primarily through the Rubellite Holdings Trust. The disclosure underscores the company’s continued use of performance-based sec...
Brazilian Critical Minerals Expands Capital Base Through Performance Rights Conversion
Aug 4, 2026
Brazilian Critical Minerals Limited has issued 64,733,337 fully paid ordinary shares following the conversion of performance rights, expanding its share capital on the ASX. The move reflects the crystallisation of equity-based incentives and may m...
Brazilian Critical Minerals Seeks ASX Quotation for 64.7 Million New Shares
Aug 4, 2026
Brazilian Critical Minerals Limited has applied to the ASX for quotation of a new tranche of ordinary fully paid shares under its BCM ticker, furthering its presence in the critical minerals sector in Brazil. The move follows the lifting or immine...
Brazilian Critical Minerals Expands Share Capital Through Option Conversion
Jul 28, 2026
Brazilian Critical Minerals Limited has issued 3,541,667 fully paid ordinary shares following the conversion of options, expanding its share capital without preparing a disclosure document under the fundraising provisions of the Corporations Act. ...
Brazilian Critical Minerals Seeks ASX Quotation for 3.5 Million New Shares
Jul 28, 2026
Brazilian Critical Minerals Limited has applied to the Australian Securities Exchange for quotation of 3,541,667 new ordinary fully paid shares under its ASX code BCM. The new securities were issued on July 28, 2026, and their quotation will expan...
Brazilian Critical Minerals Unveils Robust Feasibility Study and Resource Upgrade for Brazilian Rare Earth Project
Jul 24, 2026
Brazilian Critical Minerals has released the results of its bankable feasibility study for a two-stage rare earths development in Brazil, outlining an initial capital expenditure of US$74 million for Stage 1, including a CO2 capture and storage sy...
Brazilian Critical Minerals Expands Capital Base With Major Share Issue
Jul 13, 2026
Brazilian Critical Minerals has issued 1,958,333 fully paid ordinary shares following the conversion of options and a further 139,623,833 shares under the first tranche of a placement, expanding its share base significantly. The company stated tha...
Brazilian Critical Minerals Seeks ASX Quotation for 139.6 Million New Shares
Jul 13, 2026
Brazilian Critical Minerals Limited has applied to the ASX for quotation of 139,623,833 new fully paid ordinary shares under the code BCM, with an issue date of 14 July 2026. The large-scale share quotation, arising from previously flagged transac...
Brazilian Critical Minerals Seeks ASX Quotation for Nearly 2 Million New Shares
Jul 13, 2026
Brazilian Critical Minerals Limited has applied to the ASX for quotation of 1,958,333 new ordinary fully paid shares under the code BCM, with an issue date of July 13, 2026. The additional securities, arising from the exercise of options or conver...
Brazilian Critical Minerals Plans New Options Issue to Support Capital Strategy
Jul 7, 2026
Brazilian Critical Minerals Limited has disclosed a proposed securities issue, outlining plans to create and list a new class of options on the ASX. The move reflects the company’s ongoing use of capital market instruments to support its act...
Brazilian Critical Minerals Plans Major Share Placement on ASX
Jul 7, 2026
Brazilian Critical Minerals Limited has announced a proposed placement of up to 50,432,774 ordinary fully paid shares on the ASX. The securities, to be issued under the BCM ticker, are scheduled for issue on 14 August 2026, subject to ASX requirem...
Brazilian Critical Minerals Plans Major Share Placement on ASX
Jul 7, 2026
Brazilian Critical Minerals Limited has announced a proposed issue of new ordinary fully paid shares on the ASX, with a maximum of 139,623,830 BCM securities to be issued under a placement or similar capital-raising structure. The issue is schedul...
Brazilian Critical Minerals Raises A$10m to Advance Ema Rare Earths Project
Jul 7, 2026
Brazilian Critical Minerals has secured firm commitments for an institutional placement of approximately A$10 million at A$0.053 per share, a modest discount to its recent trading levels. The raise, conducted in two tranches, attracted strong dema...
Brazilian Critical Minerals Halts ASX Trading Ahead of Capital Raising
Jul 5, 2026
Brazilian Critical Minerals Limited has requested a trading halt on its securities on the ASX as it prepares a material capital raising announcement, with the halt to remain in place until either 8 July 2026 or the release of the relevant update. ...
Brazilian Critical Minerals Expands Share Capital via Option Conversions
Jul 1, 2026
Brazilian Critical Minerals Limited has issued 8,395,832 fully paid ordinary shares following the conversion of options, expanding its share capital without a prospectus or disclosure document under Part 6D.2 of the Corporations Act. The move refl...
Brazilian Critical Minerals Seeks ASX Quotation for 8.4 Million New Shares
Jul 1, 2026
Brazilian Critical Minerals Limited has applied for the quotation of 8,395,832 new ordinary fully paid shares on the ASX, to be issued under the code BCM on 1 July 2026. The additional securities arise from the exercise or conversion of existing o...
Brazilan Critical Minerals Reaffirms Ema Rare Earth Data Ahead of Feasibility Study
Jun 30, 2026
Brazilan Critical Minerals, associated with BBX Minerals Limited, is advancing the Ema Rare Earth Project in Brazil as part of its strategy to supply critical minerals for clean energy applications. The group operates in the rare earth exploration...
Brazilian Critical Minerals to Brief Investors on Ema Rare Earths Feasibility Study
Jun 29, 2026
Brazilian Critical Minerals Limited announced that Managing Director Andrew Reid will host an investor webinar to discuss the recently released Bankable Feasibility Study for the Ema Rare Earths Project. The session, scheduled for 30 June, will gi...
Brazilian Critical Minerals Confirms Strong Leach Results at Ema Rare Earth Project
Jun 4, 2026
Brazilian Critical Minerals reported strong magnesium sulphate leach results from its 2025 infill and extensional drilling at the Ema Ionic Clay Rare Earth Project in Brazil, confirming robust ion-exchange recoveries of 48% total rare earth oxides...
Brazilian Critical Minerals Issues New Shares on Option Conversion
May 25, 2026
Brazilian Critical Minerals Limited has issued 687,500 fully paid ordinary shares following the conversion of options, expanding its share capital without undertaking a full disclosure offering. The company confirmed it is compliant with its finan...
Brazilian Critical Minerals Seeks ASX Quotation for Additional Shares
May 25, 2026
Brazilian Critical Minerals Limited has applied to the ASX for quotation of 687,500 new ordinary fully paid shares, to be issued on May 25, 2026. The additional securities, arising from the exercise or conversion of existing instruments, will mode...
Brazilian Critical Minerals Reaffirms Low-Capex Ema Rare Earth Project Credentials
May 6, 2026
Brazilian Critical Minerals has presented an update on its Ema rare earth project, which it characterises as one of the Western world’s lowest-capex, scalable and technically simple rare earth developments. The company stresses that the geol...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.