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Iris Metals Limited (AU:IR1)
ASX:IR1
Australian Market
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Iris Metals Limited (IR1) AI Stock Analysis

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AU:IR1

Iris Metals Limited

(Sydney:IR1)

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Neutral 42 (OpenAI - 5.2)
Rating:42Neutral
Price Target:
AU$0.08
â–Ľ(-57.22% Downside)
Action:Reiterated
Date:07/07/26
The score is primarily weighed down by weak financial performance (pre-revenue, widening losses, and persistent cash burn), with only partial support from a low-debt balance sheet. Technicals are mixed (short-term strength but longer-term downtrend and negative MACD), and valuation provides limited support given negative earnings and no dividend data.
Positive Factors
Conservative, low-leverage balance sheet
A near-zero debt profile reduces refinancing and interest-rate risk and preserves financial optionality. Over a 2–6 month horizon this strengthens the company's ability to fund exploration or development via equity or project financing without immediate solvency pressure.
Negative Factors
Pre-revenue with rapidly widening losses
Being pre-revenue while losses ballooned materially in 2026 removes internal cash generation as a near-term remedy. Without a clear revenue pathway, continued operating losses will necessitate external funding, pressuring capital structure and long-term project viability.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative, low-leverage balance sheet
A near-zero debt profile reduces refinancing and interest-rate risk and preserves financial optionality. Over a 2–6 month horizon this strengthens the company's ability to fund exploration or development via equity or project financing without immediate solvency pressure.
Read all positive factors

Iris Metals Limited (IR1) vs. iShares MSCI Australia ETF (EWA)

Iris Metals Limited Business Overview & Revenue Model

Company Description
IRIS Metals Limited, an Australian-based firm, specializes in the exploration and assessment of mineral properties across the country. Among its key holdings is the Kookynie project, situated north of Kalgoorlie. This site spans approximately 35.5...

Iris Metals Limited Financial Statement Overview

Summary
Weak financial profile: the company is pre-revenue with sizable and widening losses (net loss worsened sharply in 2026), and cash flow remains consistently negative with ongoing free-cash-flow burn. The main offset is a low-debt balance sheet, but equity has declined materially, implying continued funding/dilution risk if burn persists.
Income Statement
12
Very Negative
Balance Sheet
58
Neutral
Cash Flow
20
Very Negative
BreakdownMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue0.000.000.000.000.00
Gross Profit-113.20K-88.69K-52.26K-10.51K-4.43K
EBITDA-8.06M-4.51M-15.58M-12.12M-1.89M
Net Income-22.28M-5.62M-17.32M-12.13M-3.24M
Balance Sheet
Total Assets32.77M44.45M41.43M12.74M4.41M
Cash, Cash Equivalents and Short-Term Investments4.59M4.17M9.79M675.42K4.19M
Total Debt0.000.000.0072.53K0.00
Total Liabilities408.57K355.38K1.50M825.79K199.21K
Stockholders Equity32.36M44.09M39.93M11.92M4.21M
Cash Flow
Free Cash Flow-3.79M-12.73M-13.39M-6.97M-1.30M
Operating Cash Flow-3.70M-3.17M-4.36M-1.78M-1.25M
Investing Cash Flow-5.21M-9.56M-8.91M-5.19M-54.25K
Financing Cash Flow9.41M7.15M22.38M3.45M6.38M

Iris Metals Limited Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price0.18
Price Trends
50DMA
0.07
Positive
100DMA
0.08
Negative
200DMA
0.15
Negative
Market Momentum
MACD
<0.01
Negative
RSI
53.23
Neutral
STOCH
41.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:IR1, the sentiment is Neutral. The current price of 0.18 is above the 20-day moving average (MA) of 0.07, above the 50-day MA of 0.07, and above the 200-day MA of 0.15, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 53.23 is Neutral, neither overbought nor oversold. The STOCH value of 41.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:IR1.

Iris Metals 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%
47
Neutral
AU$26.40M-21.43-13.61%――6.67%
44
Neutral
AU$18.08M-37.88-1.78%――77.91%
44
Neutral
AU$19.83M-4.27-22.98%――20.95%
42
Neutral
AU$19.73M-0.69-18.70%――-170.62%
42
Neutral
AU$17.33M-4.04-17.36%――-48.72%
40
Underperform
AU$17.07M-4.62-78.42%――46.51%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:IR1
Iris Metals Limited
0.07
-0.02
-26.67%
AU:KRM
Kingsrose Mining Ltd
0.02
-0.01
-33.33%
AU:AHK
ARK Mines Ltd
0.25
0.07
38.89%
AU:HMG
Hamelin Gold Limited
0.10
0.03
42.86%
AU:MVL
Marvel Gold Ltd.
0.01
>-0.01
-7.69%
AU:CVR
Cavalier Resources Limited
0.31
0.04
14.81%

Iris Metals Limited Corporate Events

Iris Metals Issues 1 Million Shares via Vesting of ZEPOs and Files Cleansing Notice
Jul 3, 2026
Iris Metals Limited has issued 1,000,000 fully paid ordinary shares at an issue price of $0.00 per share following the vesting and exercise of Class A ZEPOs previously granted to Ledger Holdings Pty Ltd. The company has confirmed that the shares w...
Iris Metals Seeks ASX Quotation for 1 Million New Shares
Jul 3, 2026
Iris Metals Limited has applied to the ASX for quotation of 1,000,000 ordinary fully paid shares under its existing ticker IR1, with the securities issued on 3 July 2026. The move modestly increases the company&#8217;s quoted share base, potential...
Iris Metals Issues 1.5 Million Shares via Executive Option Vesting
Jul 2, 2026
Iris Metals has issued 1,500,000 fully paid ordinary shares at an issue price of $0.00 per share, following the vesting and exercise of Class A and Class B zero exercise price options granted to executive Damien Henderson. The company confirmed th...
Iris Metals Seeks ASX Quotation for 1.5 Million New Shares
Jul 2, 2026
Iris Metals Limited has applied to the ASX for quotation of 1,500,000 new ordinary fully paid shares under its issuer code IR1. The new securities, issued on 2 July 2026, expand the company&#8217;s quoted share capital base and may support future ...
IRIS Metals strengthens governance team with new Company Secretary
Jun 30, 2026
IRIS Metals has appointed experienced governance professional Peter Youd as Company Secretary, following the resignation of David Franks. Youd brings a strong track record supporting ASX-listed resource companies through corporate transactions, ca...
Iris Metals Updates Director Peter Marks’ Equity Holdings
Jun 30, 2026
Iris Metals Limited has reported a change in director Peter Marks&#8217; interests in the company&#8217;s securities, detailing adjustments across his indirect holdings through related entities and his direct interests. The updated notice outlines...
Iris Metals Cuts 1.4 Million Lapsed Performance Rights from Capital Structure
Jun 30, 2026
Iris Metals Limited has notified the market of the cessation of 1,400,000 performance rights, identified as IR1AX, following the lapse of conditional rights that could not be satisfied. The announcement, lodged on 30 June 2026, reflects an adjustm...
Iris Metals lodges FY2026 governance filings as it builds U.S. critical minerals portfolio
Jun 29, 2026
Iris Metals Limited has lodged its Appendix 4G and Corporate Governance Statement for FY2026, signalling ongoing compliance with ASX governance and reporting expectations. The filings underscore the company&#8217;s efforts to maintain transparency...
Iris Metals books heavy impairments as it reshapes U.S. exploration portfolio
Jun 29, 2026
Iris Metals reported a loss of $22.28 million for the year to 31 March 2026, a sharp increase driven by substantial non-cash impairments on its Edison, Tin Mountain and BLM exploration assets, and higher share-based payments to directors and emplo...
Iris Metals Cancels 1 Million ASX-Listed Options by Agreement
Jun 24, 2026
Iris Metals Limited has reported a change in its capital structure, notifying the cessation of 1,000,000 options with an exercise price of nil that were due to expire on 14 August 2026. The options, listed under ASX code IR1AAM, were cancelled on ...
Iris Metals Issues 1 Million Shares on Vesting of Executive Equity Incentives
Jun 9, 2026
Iris Metals Limited has issued 1,000,000 fully paid ordinary shares at an issue price of $0.00 per share following the vesting and exercise of Class A ZEPOs granted to executive Matthew Hartman. The company confirmed that the shares were issued wi...
Iris Metals to List 1 Million New Shares on ASX
Jun 9, 2026
Iris Metals Limited has applied for quotation on the ASX of 1,000,000 additional ordinary fully paid shares under code IR1, with an issue date of 9 June 2026. The move modestly expands the company&#8217;s listed share capital, potentially supporti...
Iris Metals Flags Expiry of 2.5 Million Unlisted Options in 2026
May 1, 2026
Iris Metals has notified investors that 2.5 million unlisted options, exercisable at $1.50 each and trading under code IR1AP, are scheduled to expire on 14 June 2026. Holders who wish to convert must submit a completed exercise form and payment be...
Iris Metals Updates Beecher Resource, Adds High-Grade Rubidium to U.S. Lithium Project
Apr 28, 2026
Iris Metals has reported an updated JORC-compliant mineral resource of 3.03 million tonnes at 1.00% Li2O and 0.116% Rb2O at its fully permitted Beecher Project in South Dakota, confirming a lithium deposit with a significant rubidium component. Th...
Iris Metals bolsters U.S. critical minerals push with funding, key project advances
Apr 17, 2026
Iris Metals has reinforced its position in U.S. critical minerals after raising A$5.5 million and advancing work across its South Dakota and Montana projects. The company is preparing an updated mineral resource estimate for the Beecher project th...
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 07, 2026