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Coda Minerals Ltd (AU:COD)
ASX:COD
Australian Market
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Coda Minerals Ltd (COD) AI Stock Analysis

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AU:COD

Coda Minerals Ltd

(Sydney:COD)

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Neutral 44 (OpenAI - 5.2)
Rating:44Neutral
Price Target:
AU$0.14
▼(-15.00% Downside)
Action:Reiterated
Date:06/11/26
The score is weighed down primarily by weak financial performance (no revenue, ongoing losses, and negative free cash flow), partially offset by a low-debt balance sheet. Technicals add further pressure with the stock trading below key moving averages and subdued momentum, while valuation is constrained by negative earnings and no dividend support.
Positive Factors
Low Leverage
The company’s extremely low debt-to-equity (~0.01 in 2025) provides durable financial flexibility: it lowers default and interest rate risk, preserves options to fund exploration via equity or project finance, and supports longer runway for capital-intensive discovery work.
Negative Factors
Pre-revenue Profile
Being pre-revenue with ongoing operating losses means the business model has not yet converted exploration effort into cash-generating assets. This structural state necessitates recurring external funding until a saleable resource or partner-funded development is established, raising dilution risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Low Leverage
The company’s extremely low debt-to-equity (~0.01 in 2025) provides durable financial flexibility: it lowers default and interest rate risk, preserves options to fund exploration via equity or project finance, and supports longer runway for capital-intensive discovery work.
Read all positive factors

Coda Minerals Ltd (COD) vs. iShares MSCI Australia ETF (EWA)

Coda Minerals Ltd Business Overview & Revenue Model

Company Description
Coda Minerals Limited functions as a mineral exploration company, dedicated to the search, identification, and advancement of deposits across the base metal, precious metal, and battery mineral sectors. The firm possesses full ownership of two sig...
How the Company Makes Money
null...

Coda Minerals Ltd Financial Statement Overview

Summary
Pre-revenue profile with persistent operating losses and negative free cash flow, despite meaningful improvement in net loss and cash burn since 2022. Balance sheet risk is moderated by very low leverage, but equity has trended down and returns remain materially negative.
Income Statement
12
Very Negative
Balance Sheet
72
Positive
Cash Flow
20
Very Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-161.23K-160.78K-162.87K-162.46K-147.53K-122.13K
EBITDA-7.41M-4.15M-4.59M-7.64M-14.85M-6.39M
Net Income-7.45M-4.29M-4.57M-7.76M-14.21M-6.52M
Balance Sheet
Total Assets30.43M22.93M22.24M23.55M27.60M24.20M
Cash, Cash Equivalents and Short-Term Investments11.25M3.96M3.43M4.72M8.18M21.79M
Total Debt163.37K213.87K123.98K7.67K98.40K190.05K
Total Liabilities1.60M815.41K646.20K858.91K1.72M1.22M
Stockholders Equity28.83M22.12M21.60M22.70M25.88M22.98M
Cash Flow
Free Cash Flow-5.92M-3.90M-4.05M-7.52M-14.42M-5.79M
Operating Cash Flow-5.88M-3.88M-4.05M-7.51M-14.33M-5.54M
Investing Cash Flow-36.20K-10.71K-1.82K281.69K828.95K-239.39K
Financing Cash Flow11.17M4.43M2.76M3.76M-90.83K23.38M

Coda Minerals Ltd Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.16
Price Trends
50DMA
0.13
Negative
100DMA
0.14
Negative
200DMA
0.14
Negative
Market Momentum
MACD
>-0.01
Negative
RSI
44.90
Neutral
STOCH
100.00
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:COD, the sentiment is Negative. The current price of 0.16 is above the 20-day moving average (MA) of 0.12, above the 50-day MA of 0.13, and above the 200-day MA of 0.14, indicating a bearish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 44.90 is Neutral, neither overbought nor oversold. The STOCH value of 100.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:COD.

Coda Minerals Ltd 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%
49
Neutral
AU$60.35M-20.24-2.34%40.68%
44
Neutral
AU$49.24M-4.08-29.24%-43.78%
44
Neutral
AU$39.36M-3.58-25.04%80.64%
43
Neutral
AU$66.54M-4.48-16.67%42.00%
42
Neutral
AU$45.00M-7.95-4.25%
42
Neutral
AU$44.26M-1.17432.54%64.76%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:COD
Coda Minerals Ltd
0.12
0.04
50.00%
AU:COB
Cobalt Blue Holdings
0.07
<0.01
15.52%
AU:STM
Sunstone Metals Limited
0.21
-0.24
-52.89%
AU:BSX
Blackstone Minerals Ltd
0.04
-0.03
-45.07%
AU:MTH
Mithril Resources Ltd
0.24
-0.26
-52.00%
AU:AW1
American West Metals Ltd.
0.04
>-0.01
-10.00%

Coda Minerals Ltd Corporate Events

Coda Minerals Advances Elizabeth Creek PFS with Key Lidar Survey Data
Jul 12, 2026
Coda Minerals has completed a 480km&#178; fixed-wing airborne Lidar survey over the Elizabeth Creek Copper-Silver Project, delivering a highly accurate three-dimensional terrain model that will underpin the project&#8217;s Pre-Feasibility Study. T...
Coda Minerals Sets August General Meeting With Digital Notice Access
Jul 3, 2026
Coda Minerals has called a General Meeting of Shareholders to be held as a physical, in&#8209;person event at Blackwall Legal&#8217;s offices in Perth on 3 August 2026 at 2:00pm WST. The meeting will consider resolutions detailed in the Notice of ...
Coda Minerals Sets August 2026 General Meeting and Voting Timetable
Jul 3, 2026
Coda Minerals Ltd has called a physical general meeting of shareholders to be held at Blackwall Legal in Perth, Western Australia, at 2.00 p.m. WST on Monday, 3 August 2026. The meeting will consider matters set out in the notice, explanatory stat...
Coda Minerals Raises $4.7m in First Tranche of Share Placement
Jun 5, 2026
Coda Minerals has raised $4.7 million through the issue of 36,153,847 new fully paid ordinary shares at $0.13 each to institutional and sophisticated investors, as the first tranche of a previously announced placement. The company confirmed the sh...
Coda Minerals Plans Major Share and Option Issue to Bolster Capital Base
May 31, 2026
Coda Minerals has lodged an Appendix 3B notice with the ASX outlining a proposed issue of up to 51,538,465 new ordinary shares and 20,584,616 options, including 7,700,000 unquoted options exercisable at $0.26 each for three years from issue. The p...
Coda Minerals Requests Trading Halt Ahead of Capital Raising Announcement
May 27, 2026
Coda Minerals Ltd has requested a trading halt on its securities on the ASX, effective from the market open on 28 May 2026, as it prepares to announce a capital raising. The halt will remain in place until either the announcement is released or no...
Coda Minerals Targets Sophisticated Investors With RIU Sydney Presentation
May 7, 2026
Coda Minerals has released an investor presentation for the RIU Sydney conference in May 2026, outlining general information about the company and its activities. The document is explicitly framed as informational only, not a prospectus or offer o...
Coda Minerals Advances Elizabeth Creek PFS With Drilling Completion and Strong Economics
Apr 29, 2026
Coda Minerals reported strong progress on its Elizabeth Creek copper-silver project during the March 2026 quarter, completing a major Pre-Feasibility Study drilling program of 19 holes for 6,352m across open pit and underground areas. All core has...
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: Jun 11, 2026