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Canyon Resources Limited (AU:CAY)
ASX:CAY
Australian Market
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Canyon Resources Limited (CAY) AI Stock Analysis

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AU:CAY

Canyon Resources Limited

(Sydney:CAY)

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Underperform 40 (OpenAI - 5.2)
Rating:40Underperform
Price Target:
AU$0.05
▼(-46.67% Downside)
Action:Downgraded
Date:07/31/26
The score is driven primarily by very weak financial performance (no revenue, widening FY2025 losses, and sharply higher cash burn), partially offset by the stabilizing factor of zero reported debt. Technicals add downside risk given the strong downtrend versus all major moving averages, while valuation provides limited support due to negative earnings and no dividend yield data.
Positive Factors
Low leverage (zero debt)
Zero reported debt reduces refinancing and interest burden over multi-year project timelines. This structural low-leverage position gives management flexibility to pursue development, structure JV/offtake deals or raise equity without immediate debt-servicing constraints, lowering default risk.
Negative Factors
No reported revenue
Being pre-revenue across 2020–2025 is a durable execution risk: without operating sales the company depends on external financing and partner deals to fund development. This extends the timeline to cash generation, increases funding uncertainty, and raises the chance of dilution before commercial returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage (zero debt)
Zero reported debt reduces refinancing and interest burden over multi-year project timelines. This structural low-leverage position gives management flexibility to pursue development, structure JV/offtake deals or raise equity without immediate debt-servicing constraints, lowering default risk.
Read all positive factors

Canyon Resources Limited (CAY) vs. iShares MSCI Australia ETF (EWA)

Canyon Resources Limited Business Overview & Revenue Model

Company Description
Canyon Resources Limited, together with its associated entities, focuses on the exploration, development, and engineering assessments of bauxite deposits across West Africa. The company's principal asset is the Minim Martap Bauxite project, which ...
How the Company Makes Money
Canyon Resources’ expected revenue model is tied to developing and monetising bauxite assets. As of publicly available information, the company is primarily in the exploration/development phase, so it typically does not generate material recurring...

Canyon Resources Limited Financial Statement Overview

Summary
Overall fundamentals are very weak: revenue is consistently zero (2020–2025), gross profit is negative each year, and losses deepened sharply in FY2025 (net income about -20.2M vs. -9.5M in FY2024) alongside a higher cash burn (operating cash flow about -17.7M in FY2025). The key offset is a low financial-risk balance sheet with zero reported debt and higher equity over time, but persistent negative ROE indicates ongoing value erosion and potential future dilution if losses continue.
Income Statement
12
Very Negative
Balance Sheet
62
Positive
Cash Flow
18
Very Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-383.67K-294.25K-97.50K-59.45K-84.79K-99.96K
EBITDA-10.33M-13.23M-9.44M-4.93M-12.69M-4.65M
Net Income-18.11M-20.18M-9.54M-4.99M-12.78M-4.75M
Balance Sheet
Total Assets164.15M51.56M44.54M29.58M21.59M20.39M
Cash, Cash Equivalents and Short-Term Investments85.82M11.48M22.17M10.73M4.48M2.68M
Total Debt63.58M0.000.000.000.000.00
Total Liabilities71.63M6.50M667.54K741.89K1.18M1.24M
Stockholders Equity92.52M45.06M43.87M28.84M20.40M19.14M
Cash Flow
Free Cash Flow-52.16M-17.84M-13.08M-5.93M-8.24M-8.30M
Operating Cash Flow-19.80M-17.69M-9.57M-4.55M-7.98M-3.28M
Investing Cash Flow-41.63M-11.08M-3.50M-1.38M-126.75K-5.02M
Financing Cash Flow132.10M18.51M24.43M12.18M10.13M9.33M

Canyon Resources 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%
59
Neutral
AU$49.59M-87.73-2.00%104.42%
58
Neutral
AU$297.38M17.9517.97%3.85%-89.84%
43
Neutral
AU$171.97M45.410.63%1.54%-0.53%-77.84%
42
Neutral
AU$61.98M-5.84-7.41%5472.73%40.17%
41
Neutral
AU$91.27M-12.67-9.03%-78.48%52.16%
40
Underperform
AU$98.98M-4.10-26.32%-6.36%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:CAY
Canyon Resources Limited
0.05
-0.22
-82.22%
AU:AVL
Australian Vanadium
0.17
-0.11
-40.00%
AU:RHI
Red Hill Iron Limited
4.63
1.37
42.07%
AU:LCY
Legacy Iron Ore Ltd
0.01
0.00
0.00%
AU:OMH
OM Holdings Ltd.
0.23
-0.06
-21.87%
AU:E25
Element 25 Limited
0.28
-0.02
-8.20%

Canyon Resources Limited Corporate Events

A2MP flags funding and timeline concerns in Canyon Resources takeover bid
Jul 31, 2026
A2MP Investments FZCO has issued a supplementary bidder’s statement in connection with its off-market takeover bid for all Canyon Resources shares it does not already own or control. The document responds to Canyon’s June 2026 quarterl...
Canyon Resources Tightens Grip on Cameroon Logistics as Minim Martap Rail Fleet Nears Operation
Jul 31, 2026
Canyon Resources has advanced development of its Minim Martap bauxite project in Cameroon, delivering seven locomotives, completing most commissioning tests and preparing for initial ore transport between the inland rail facility and the Port of D...
Canyon Resources Reviews Unsolicited Takeover Bid From Majority Shareholder
Jul 29, 2026
Canyon Resources Limited, an ASX-listed mineral exploration and development company headquartered in West Perth, operates in the resources sector with a portfolio of commodity-focused projects and a majority shareholder, A2MP Investments FZCO. Its...
A2MP launches A$0.05-per-share takeover bid for Canyon Resources
Jul 29, 2026
A2MP Investments FZCO has initiated an off-market cash takeover bid for all ordinary shares in Canyon Resources Limited that it does not already own or control. The offer is priced at A$0.05 per share, with the bidder’s statement lodged with...
Canyon Resources appoints new director with no disclosed shareholding
Jul 2, 2026
Canyon Resources Limited has notified the market of the appointment of Mr Rory McGoldrick as a director effective 2 July 2026, in compliance with ASX Listing Rule 3.19A.1. The filing forms part of the company’s ongoing governance disclosures...
Canyon Resources Adds Experienced Director as Bauxite Project Nears Production
Jul 2, 2026
Canyon Resources Limited has appointed Rory McGoldrick as a Non-Executive Director, adding deep experience across the energy and resources sector, corporate law, capital markets and ASX compliance. McGoldrick currently holds several executive and ...
Canyon Resources Updates Market on Director Mark Hohnen’s Share Sale and Holdings
Jun 29, 2026
Canyon Resources has disclosed a change in the indirect shareholding of director Mark Hohnen, in line with ASX listing rules on director interest notices. The update details adjustments across various trusts and entities through which Hohnen holds...
Canyon Resources Advances Mine-to-Port Logistics for Minim Martap Bauxite Project
Jun 26, 2026
Canyon Resources has taken delivery of locomotives in Cameroon for its Minim Martap Bauxite Project, a key step in establishing mine-to-port logistics ahead of planned first exports in late 2026. A Stage 1 rail fleet of seven locomotives and 160 w...
Canyon tightens grip on logistics as Minim Martap heads toward first bauxite shipment
May 8, 2026
Canyon Resources has deepened its control over critical logistics for the Minim Martap Bauxite Project by raising its stake in Cameroon rail operator Camrail from 9.1% to 26.9% and acquiring a 42.8% interest in Terminal Bois du Port de Douala, ope...
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: Jul 31, 2026