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Blackwall Limited (AU:BWF)
ASX:BWF
Australian Market
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Blackwall Limited (BWF) AI Stock Analysis

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AU:BWF

Blackwall Limited

(Sydney:BWF)

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Neutral 46 (OpenAI - 5.2)
Rating:46Neutral
Price Target:
AU$0.15
▼(-30.00% Downside)
Action:Reiterated
Date:03/24/26
The score is held down primarily by materially weaker financial performance (sharp revenue decline, large net loss, and negative free cash flow) despite a low-leverage balance sheet. Technicals also lean bearish with price below key moving averages and a negative MACD. Valuation is only moderately supportive due to a high dividend yield, but negative earnings and weak cash generation limit confidence.
Positive Factors
Low leverage / conservative balance sheet
No reported debt materially reduces financial distress risk and preserves financing optionality. Over the next 2–6 months a debt-free structure supports liquidity management, lowers fixed financial costs, and gives management flexibility to absorb losses or raise capital on better terms if needed.
Negative Factors
Sharp revenue decline and net loss
A pronounced revenue drop and steep net loss materially impair earnings power and operational resilience. Sustained revenue weakness undermines margins, limits reinvestment capacity, and raises the probability of further profit deterioration absent clear revenue recovery catalysts.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage / conservative balance sheet
No reported debt materially reduces financial distress risk and preserves financing optionality. Over the next 2–6 months a debt-free structure supports liquidity management, lowers fixed financial costs, and gives management flexibility to absorb losses or raise capital on better terms if needed.
Read all positive factors

Blackwall Limited (BWF) vs. iShares MSCI Australia ETF (EWA)

Blackwall Limited Business Overview & Revenue Model

Company Description
BlackWall Limited, previously known as BlackWall Property Funds Limited, is an Australian company operating a comprehensive, vertically integrated property funds management business. It is responsible for the management, development, and financing...

Blackwall Limited Financial Statement Overview

Summary
Financials are pressured: the income statement shows a sharp revenue decline and a swing to a very large net loss in 2025 with compressed margins. Cash flow also deteriorated with negative operating and free cash flow in 2025. The main offset is a conservative balance sheet with no reported debt, though equity erosion in 2025 is a concern.
Income Statement
32
Negative
Balance Sheet
58
Neutral
Cash Flow
40
Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue604.00K1.45M1.45M1.54M6.36M5.72M
Gross Profit-293.00K255.00K711.00K5.50M5.15M4.66M
EBITDA-1.33M255.00K-3.27M-36.00K2.08M2.02M
Net Income-12.76M-13.27M4.66M-1.01M1.65M3.03M
Balance Sheet
Total Assets44.01M50.14M72.94M26.96M27.53M26.84M
Cash, Cash Equivalents and Short-Term Investments104.00K24.00K1.41M5.79M1.17M3.13M
Total Debt0.000.000.005.33M466.00K596.00K
Total Liabilities1.27M1.33M2.87M8.71M4.97M4.85M
Stockholders Equity42.65M48.71M70.07M18.26M22.56M22.00M
Cash Flow
Free Cash Flow-240.00K-995.00K1.74M2.13M1.10M3.76M
Operating Cash Flow-240.00K-995.00K1.74M2.20M1.13M3.79M
Investing Cash Flow2.20M1.51M-3.49M867.00K-801.00K-429.00K
Financing Cash Flow-1.93M-1.90M-2.63M1.56M-2.29M-2.97M

Blackwall Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.21
Price Trends
50DMA
0.15
Negative
100DMA
0.15
Negative
200DMA
0.17
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
41.20
Neutral
STOCH
<0.01
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BWF, the sentiment is Negative. The current price of 0.21 is above the 20-day moving average (MA) of 0.15, above the 50-day MA of 0.15, and above the 200-day MA of 0.17, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 41.20 is Neutral, neither overbought nor oversold. The STOCH value of <0.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:BWF.

Blackwall Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
AU$41.20M3.5021.40%-71.68%157.43%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
61
Neutral
AU$23.13M1.6139.91%8.57%-27.02%
54
Neutral
AU$26.98M70.251.46%2.94%68.66%278.13%
53
Neutral
AU$24.50M21.724.11%2.03%35.83%
46
Neutral
AU$23.92M-1.84-27.93%4.88%-55.51%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:BWF
Blackwall Limited
0.14
-0.12
-46.36%
AU:NGE
NGE Capital Ltd
1.23
0.09
7.93%
AU:GC1
Glennon Small Companies Ltd
0.39
-0.07
-15.22%
AU:LCE
London City Equities Ltd
0.85
0.07
8.97%
AU:CIW
Clime Investment Management Ltd
0.30
-0.11
-26.67%
AU:NAC
NAOS Ex-50 Opportunities Co. Ltd.
0.51
0.07
16.63%

Blackwall Limited Corporate Events

BlackWall Director Seph Glew Increases Indirect Shareholding
Jun 29, 2026
BlackWall Limited has disclosed a change in director JR (Seph) Glew&#8217;s indirect interest in the company&#8217;s ordinary shares, held via Seno Management Pty Ltd as trustee of the Taipa account. The update, lodged with the ASX, details increm...
BlackWall Director Seph Glew Increases Indirect Shareholding
Jun 19, 2026
BlackWall Limited has disclosed a change in the relevant interests of director JR (Seph) Glew, reflecting an on&#8209;market acquisition of additional ordinary shares in the company. The transaction was undertaken via Seno Management Pty Ltd , a r...
BlackWall Director Seph Glew Lifts Indirect Shareholding via On‑Market Purchase
May 26, 2026
BlackWall Limited has disclosed a change in the indirect shareholding of director JR (Seph) Glew, reflecting an on-market acquisition through Seno Management Pty Ltd as trustee for the Taipa account. Following the transaction on 19 May 2026, Glew&...
Blackwall Cuts Share Count via Minimum Holding Buy-Back
May 25, 2026
Blackwall Limited has cancelled 404,875 ordinary fully paid shares on 25 May 2026 under a minimum holding buy-back, reducing the number of small or uneconomic holdings on its register. The move slightly tightens the company&#8217;s issued capital ...
BlackWall Completes Minimum Holding Buy-Back for Small Shareholders
May 25, 2026
BlackWall Limited has completed a minimum holding buy-back aimed at holders of less than a marketable parcel of shares, allowing small shareholders to exit without brokerage or handling costs. The initiative saw 404,875 shares, held by 186 eligibl...
BlackWall Director Seph Glew Increases Stake Through On-Market Share Purchases
May 7, 2026
BlackWall Limited has disclosed a change in director JR (Seph) Glew&#8217;s relevant interest in company securities, reporting on-market acquisitions executed between 30 April and 5 May 2026. The transactions, conducted through Seno Management Pty...
BlackWall Director Seph Glew Boosts Indirect Shareholding to Over 52 Million Shares
Apr 30, 2026
BlackWall director JR (Seph) Glew has increased his indirect shareholding in the company through on-market purchases executed between 23 and 29 April 2026 via Seno Management Pty Ltd entities associated with his superannuation fund and a family tr...
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.Date of analysis: Mar 24, 2026