tiprankstipranks
Trending News
More News >
BBX Minerals Limited (AU:BCM)
ASX:BCM

BBX Minerals Limited (BCM) AI Stock Analysis

Compare
4 Followers

Top Page

AU:BCM

BBX Minerals Limited

(Sydney:BCM)

Select Model
Select Model
Select Model
Neutral 45 (OpenAI - 5.2)
Rating:45Neutral
Price Target:
AU$0.03
▼(-13.33% Downside)
The score is primarily constrained by weak financial performance (pre-revenue, ongoing losses and cash burn, and higher leverage with declining equity). Technicals provide some near-term upside momentum but are tempered by overbought signals. Valuation is also weak due to losses and the lack of dividend support.

BBX Minerals Limited (BCM) vs. iShares MSCI Australia ETF (EWA)

BBX Minerals Limited Business Overview & Revenue Model

Company DescriptionBrazilian Critical Minerals Limited engages in the exploration and development of mining properties in Australia and Brazil. The company primarily explores rare earth and platinum group element deposits. Its Flagship projects include the Ema and Apui projects. The company was formerly known as BBX Minerals Limited and changed its name to Brazilian Critical Minerals Limited in December 2023. Brazilian Critical Minerals Limited was incorporated in 1999 and is headquartered in Perth, Australia.
How the Company Makes Money

BBX Minerals Limited Financial Statement Overview

Summary
Income Statement
Balance Sheet
Cash Flow
BreakdownTTMDec 2024Dec 2023Dec 2022
Income Statement
Total Revenue0.000.000.000.00
Gross Profit-35.25K-35.25K0.000.00
EBITDA-4.83M-4.83M-4.61M-4.25M
Net Income-5.72M-5.72M-6.05M-4.85M
Balance Sheet
Total Assets2.13M2.13M2.48M2.11M
Cash, Cash Equivalents and Short-Term Investments1.70M1.70M2.07M1.66M
Total Debt1.13M1.13M622.65K2.46M
Total Liabilities1.59M1.59M812.62K2.64M
Stockholders Equity540.71K540.71K1.67M-531.85K
Cash Flow
Free Cash Flow-4.16M-4.16M-4.31M-4.45M
Operating Cash Flow-4.11M-4.11M0.000.00
Investing Cash Flow-103.78K-103.78K-63.57K-77.62K
Financing Cash Flow3.87M3.87M4.72M5.72M

BBX Minerals Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
45
Neutral
AU$54.64M-4.75-518.34%
44
Neutral
AU$10.84M-3.54-48.72%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:BCM
BBX Minerals Limited
0.03
0.02
180.00%
GB:NFM
Castillo Copper Ltd.
0.88
0.03
2.94%
AU:TAT
R3D Resources Limited
0.05
>-0.01
-4.17%
AU:LAT
DiscovEx Resources Limited
0.08
0.03
69.57%
AU:G11
Odin Metals Ltd
0.38
0.22
134.38%

BBX Minerals Limited Corporate Events

Brazilian Critical Minerals Director Sees 7.5m Performance Rights Lapse
Jan 2, 2026

Brazilian Critical Minerals Limited has reported a change in the indirect interests of director Andrew Reid, held via the Reid Family Trust, following the expiry of a tranche of his performance rights. Specifically, 7.5 million 2024 Class A performance rights lapsed at no value after the relevant performance condition was not met, reducing this particular class of rights while leaving his ordinary shareholding and remaining performance rights and options unchanged. The expiry underscores the performance-based nature of the company’s executive incentive structures and slightly reduces potential future equity dilution for existing shareholders.

Brazilian Critical Minerals Lapses 13.5 Million Performance Rights
Jan 2, 2026

Brazilian Critical Minerals Limited has announced the lapse of 13.5 million performance rights, which ceased on 1 January 2026 after the applicable conditions were not met or became incapable of being satisfied. The cessation of these conditional securities results in no new shares being issued under those rights, slightly simplifying the company’s capital structure and potentially reducing future dilution for existing shareholders.

Brazilian Critical Minerals Expands Capital Base Through Option Conversion
Dec 23, 2025

Brazilian Critical Minerals Limited has issued 2,420,834 fully paid ordinary shares following the conversion of options on 22 December 2025, expanding its share capital base. The company confirmed that the issue was conducted without a disclosure document under the Corporations Act, and that it remains compliant with its financial reporting and continuous disclosure obligations, stating there is no excluded information that would materially affect investors’ assessment of the company or the newly issued shares.

Brazilian Critical Minerals Seeks ASX Quotation for 2.4 Million New Shares
Dec 23, 2025

Brazilian Critical Minerals Limited has applied to the ASX for quotation of 2,420,834 new fully paid ordinary shares, issued on 22 December 2025 under the company’s code BCM. The additional securities, arising from the exercise or conversion of existing instruments, will expand the company’s quoted share capital and may provide incremental funding flexibility as it advances its critical minerals projects in Brazil, with implications for shareholder dilution and market liquidity.

Brazilian Critical Minerals Grants 10 Million Performance Rights to Director Holthouse
Dec 19, 2025

Brazilian Critical Minerals Limited has disclosed a change in director Nicholas Holthouse’s interests following shareholder approval at the company’s 2025 AGM. Holthouse, who previously held 1,250,000 ordinary shares and 416,666 options, has been issued 10,000,000 2025 Performance Rights at nil consideration through his indirect holding, The Holthouse Family Account, with no securities disposed in the process. The issuance significantly increases his equity-linked exposure and further aligns his incentives with long-term company performance, a move likely to be closely watched by investors assessing management’s commitment to value creation.

Brazilian Critical Minerals Awards 15 Million 2025 Performance Rights to Director Andrew Reid
Dec 19, 2025

Brazilian Critical Minerals Limited has disclosed a change in director Andrew Reid’s indirect interests, with the award of 15 million 2025 performance rights to the Reid Family Trust following approval at the company’s 2025 annual general meeting. The grant, which involves no cash consideration, significantly increases Reid’s exposure to the company’s future performance and aligns his incentives with shareholder value creation, underscoring the board’s use of equity-based remuneration to support long-term strategic and operational objectives.

Brazilian Critical Minerals Grants 12.5 Million Performance Rights to Director Jeremy Robinson
Dec 19, 2025

Brazilian Critical Minerals Limited has disclosed a change in director Jeremy Robinson’s relevant interests, following the issue of 12.5 million 2025 performance rights to him indirectly through the Rubellite Holdings Trust, as approved at the company’s 2025 annual general meeting. The issuance, at nil cash consideration, significantly increases Robinson’s exposure to the company’s future performance and aligns his incentives with shareholder value creation, signalling continued use of equity-based remuneration to retain key leadership and support the company’s strategic development in the critical minerals space.

Brazilian Critical Minerals Grants 65 Million Unquoted Performance Rights Under Incentive Plan
Dec 19, 2025

Brazilian Critical Minerals Limited has issued 65 million unquoted 2025 Performance Rights under its employee incentive scheme, with these securities subject to transfer restrictions and not quoted on the ASX until those restrictions lapse. The move signals an effort to strengthen staff alignment with long-term performance and may lead to future equity dilution, a common practice in the resources sector as companies seek to retain key talent and support ongoing project development efforts.

Brazilian Critical Minerals Advances in Low-Cost Rare Earth Production
Dec 8, 2025

Brazilian Critical Minerals Limited has announced its strategic focus on low-cost rare earth production following a successful in-situ recovery (ISR) trial. This development is expected to enhance the company’s operational efficiency and strengthen its position in the rare earth industry, potentially offering significant benefits to stakeholders through cost-effective production methods.

BCM Reports Promising REE Mineralisation at Ema Project
Nov 30, 2025

Brazilian Critical Minerals Limited has announced promising assay results from its 2025 drilling program at the Ema project in Brazil, highlighting significant mineralisation of rare earth elements. The results confirm the potential for a long-life ISR project, with notable grades and thicknesses of REE mineralisation extending over 82 km². This positions the Ema Project as a technically mature and globally competitive development, enhancing the company’s confidence in transitioning from exploration to near-term ISR deployment and mineral resource conversion.

Brazilian Critical Minerals Faces Legal Challenge Over Convertible Loan Agreement
Nov 25, 2025

Brazilian Critical Minerals Limited has been served with a Writ of Summons by Drake Private Investments LLC, alleging a breach of a convertible loan agreement related to share issuance and pricing. The company disputes these allegations and intends to defend itself in court, while keeping stakeholders informed as the litigation progresses.

Brazilian Critical Minerals Ltd AGM Results Highlight Shareholder Concerns
Nov 25, 2025

Brazilian Critical Minerals Ltd announced the results of its Annual General Meeting, where most resolutions were passed except for one that did not achieve the required majority. The company received a first strike against the adoption of the remuneration report, indicating some shareholder dissatisfaction. This outcome could impact the company’s governance and stakeholder relations, highlighting the need for strategic adjustments to address shareholder concerns.

Brazilian Critical Minerals Reduces Performance Rights Issuance
Nov 9, 2025

Brazilian Critical Minerals Limited announced a reduction in the number of performance rights to be issued to key executives, decreasing from 70 million to 37.5 million, subject to shareholder approval. This adjustment will result in a 1.92% dilution of existing shares, impacting the company’s share distribution and potentially affecting shareholder value.

Brazilian Critical Minerals Issues New Shares Post-Option Conversion
Oct 31, 2025

Brazilian Critical Minerals Limited has announced the issuance of 1,875,000 fully paid ordinary shares following the conversion of options. This move, executed without the need for disclosure under Part 6D.2 of the Corporations Act, signifies the company’s compliance with relevant legal provisions and suggests a strategic step to enhance its financial position, potentially impacting its market operations and stakeholder interests.

Brazilian Critical Minerals Limited Announces Quotation of New Securities on ASX
Oct 31, 2025

Brazilian Critical Minerals Limited announced the quotation of 1,875,000 fully paid ordinary securities on the Australian Securities Exchange (ASX). This move is part of the company’s strategic efforts to enhance its market presence and capitalize on opportunities within the critical minerals sector, potentially impacting its operational growth and stakeholder value.

Brazilian Critical Minerals Reports Successful Rare Earth Extraction Trials
Oct 27, 2025

Brazilian Critical Minerals Ltd has reported successful field trials at its Ema deposit, where rare earth elements were effectively recovered using in-situ recovery methods. The trials demonstrated exceptionally high-grade results, positioning the Ema project as one of the richest deposits for magnet rare earth elements, which are crucial for defense and aerospace industries. The company has received strong support from local and state authorities, indicating potential acceleration in project development once permits are secured. Additionally, Altris Engineering has been appointed as the lead engineer for the project’s feasibility study, further advancing the company’s strategic initiatives.

Brazilian Critical Minerals Limited Reports Quarterly Cash Flow
Oct 27, 2025

Brazilian Critical Minerals Limited reported its quarterly cash flow, highlighting a net cash outflow from operating activities of $1.213 million, primarily due to exploration, evaluation, and administrative costs. However, the company experienced a positive net cash inflow of $2.016 million from financing activities, mainly from equity securities issuance, which bolstered its cash position.

BCM Issues Shares to Strengthen Capital Structure
Oct 23, 2025

Brazilian Critical Minerals Limited has issued 15 million fully paid ordinary shares as part payment to a service provider and an additional 3.7 million shares on the conversion of options. This move, compliant with the Corporations Act, indicates BCM’s strategic financial maneuvers to strengthen its capital structure without requiring disclosure to investors, potentially enhancing its operational capabilities and market positioning.

Brazilian Critical Minerals Issues 15 Million Shares to Service Provider
Oct 23, 2025

Brazilian Critical Minerals Limited has announced the issuance of 15 million fully paid ordinary shares to a service provider, as part of its latest securities quotation application. This move is likely to impact the company’s operational capacity and market presence, potentially enhancing its financial flexibility and stakeholder engagement.

Brazilian Critical Minerals Limited Announces Quotation of New Securities on ASX
Oct 23, 2025

Brazilian Critical Minerals Limited has announced the quotation of 3,716,667 ordinary fully paid securities on the Australian Securities Exchange (ASX), effective from October 21, 2025. This move is part of the company’s strategy to enhance its financial standing and operational capacity, potentially impacting its market position and offering new opportunities for stakeholders.

Brazilian Critical Minerals Achieves Breakthrough in Rare Earth Production
Oct 22, 2025

Brazilian Critical Minerals Limited has successfully produced a high-grade mixed rare earth carbonate (MREC) with a 50% total rare earth oxide (TREO) content from its Ema Project in Brazil. This achievement confirms the commercial viability of their in-situ recovery process, marking a significant step towards scaling up production and optimizing the process for efficiency, which could enhance the company’s market position and stakeholder confidence.

Brazilian Critical Minerals Announces 2025 Annual General Meeting
Oct 20, 2025

Brazilian Critical Minerals Limited has announced its upcoming Annual General Meeting, scheduled for November 25, 2025, in Perth, Australia. Shareholders are encouraged to participate by voting through a Proxy Form before the deadline on November 23, 2025. The meeting materials are available electronically, aligning with the company’s commitment to digital communication. This meeting is significant for stakeholders as it involves decisions impacting shareholding and future company operations.

BCM Achieves Environmental Milestone in Ema ISR Project
Oct 19, 2025

Brazilian Critical Minerals Limited has successfully completed the clay restoration phase of its in-situ recovery (ISR) field trials at the Ema Project in Brazil. This milestone confirms the company’s ability to neutralize and stabilize clays post-leaching, marking a significant environmental achievement that supports regulatory approvals and advances the project towards near-term rare-earth production. The restoration phase, which involved water flushing, effectively returned the pH, chemistry, and equilibrium of the mineralized clays to their natural state, underscoring BCM’s commitment to responsible mining and environmental stewardship.

Brazilian Critical Minerals Issues 50 Million Unquoted Options
Oct 16, 2025

Brazilian Critical Minerals Limited announced the issuance of 50 million unquoted options, exercisable at $0.04 before October 2028. This move is part of previously announced transactions and may impact the company’s financial strategy by potentially increasing capital through future option exercises.

Brazilian Critical Minerals Expands Capital with Share Issuance
Oct 9, 2025

Brazilian Critical Minerals Limited has issued 200 million fully paid ordinary shares as part of a placement announced earlier in October 2025. This issuance, conducted without disclosure under the Corporations Act, signifies a strategic move to bolster the company’s capital structure, potentially enhancing its market position and operational capabilities.

Brazilian Critical Minerals Limited Issues 200 Million New Shares
Oct 9, 2025

Brazilian Critical Minerals Limited has announced the issuance of 200 million fully paid ordinary shares, which will be quoted on the Australian Securities Exchange (ASX) under the code BCM. This move is part of a previously announced transaction and is expected to enhance the company’s market presence and provide additional capital for its operations.

BCM Advances Ema Rare Earths Project with Strong Local Support
Oct 6, 2025

Brazilian Critical Minerals Limited is advancing its Ema rare earths project in Brazil by progressing with trial mining and full-scale operating licence applications. The company has received strong support from local and state authorities, including infrastructure commitments from the Mayor of Apui, which will significantly reduce future costs. This support highlights the project’s importance to the region and enhances BCM’s positioning within the industry.

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: Jan 04, 2026