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Jupiter Mines Limited (AU:JMS)
:JMS
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Jupiter Mines Limited (JMS) AI Stock Analysis

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AU:JMS

Jupiter Mines Limited

(OTC:JMS)

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Outperform 77 (OpenAI - 4o)
Rating:77Outperform
Price Target:
AU$0.50
▲(92.31% Upside)
Jupiter Mines Limited scores well due to its strong balance sheet and efficient operations, which are offset by inconsistent revenue and profit growth. The stock's technical indicators are favorable, showing a bullish trend, though caution is advised due to potential overbought conditions. Valuation metrics are attractive, with a reasonable P/E ratio and high dividend yield, making it appealing for income investors.

Jupiter Mines Limited (JMS) vs. iShares MSCI Australia ETF (EWA)

Jupiter Mines Limited Business Overview & Revenue Model

Company DescriptionJupiter Mines Limited engages in the development and operation of mineral resource properties. It primarily explores for manganese deposits. The company's flagship project is the Tshipi Manganese mine located in South Africa. Jupiter Mines Limited was incorporated in 2003 and is based in Perth, Australia.
How the Company Makes MoneyJupiter Mines Limited generates revenue primarily through the sale of manganese and iron ore. The Tshipi manganese mine is a significant contributor to the company's income, producing high-grade manganese that is sold to steel manufacturers and other industrial customers around the world. Revenue is derived from long-term contracts with customers and spot market sales, which provides a diversified income stream. The company also engages in joint ventures and partnerships that enhance its operational capabilities and market reach, contributing to its overall earnings. Additionally, fluctuations in commodity prices and demand in the steel industry directly influence the revenue generated from its mining operations.

Jupiter Mines Limited Earnings Call Summary

Earnings Call Date:Aug 28, 2025
(Q4-2024)
|
% Change Since: |
Next Earnings Date:Feb 27, 2026
Earnings Call Sentiment Neutral
The earnings call reflects a strong operational performance with record sales and production, significant profit and EBITDA growth, and proactive market strategies. However, increased costs and cash flow issues, coupled with market volatility due to external factors, present challenges.
Q4-2024 Updates
Positive Updates
Record Sales and Production Increase
Sales were up 35% quarter-on-quarter, with full-year sales of 3.55 million tonnes, surpassing the average of the last 5-6 years. Production increased by 22% from the previous quarter.
Significant Profit and EBITDA Growth
EBITDA quadrupled quarter-on-quarter, leading to an AUD 140 million increase, in line with previous guidance on sensitivity to manganese prices.
Land Logistics Achievement
Land logistics volumes increased by 55% on the March quarter, achieving a record for the June quarter.
Positive Market Dynamics for HP MSM Project
The HP MSM project is progressing with pre-feasibility studies and growing demand for manganese in the EV market projected by 2028.
Negative Updates
Increased Operating Costs
Operating costs increased due to a higher royalty band and unfavorable ForEx. These accounted for about half of the cost increase.
Cash Flow Lagging Behind EBITDA
Cash flow increased less than EBITDA due to a run-up in accounts receivable and an increase in finished product inventory.
Market Disruption and Volatility
The manganese market experienced significant disruption and price volatility due to the GEMCO outage and concerns about demand and increasing supply.
Company Guidance
In the Q4 2024 earnings call for Jupiter Mines (JMS.AX), CEO Brad Rogers highlighted a robust quarter marked by a 35% increase in sales and a 22% rise in production compared to the previous quarter. The company's full-year sales reached 3.55 million tonnes, surpassing historical averages. Realized prices were up by 24% while operating costs increased due to higher royalties and unfavorable foreign exchange conditions. EBITDA quadrupled, indicating significant leverage to manganese price increases. The market faced disruptions due to the GEMCO outage, which drove up prices, but a retracement occurred later due to factors such as weak steel demand and increased South African supply. Despite these challenges, the company achieved record logistics performance and saw substantial cash flow improvements, with working capital rising alongside a build-up in product inventory. Looking forward, Rogers noted supportive factors in the manganese market, including low Chinese stockpiles and constrained South African logistics, which could provide future market support.

Jupiter Mines Limited Financial Statement Overview

Summary
Jupiter Mines Limited exhibits strong profitability and financial stability, with impressive gross and net profit margins and low debt levels. However, recent declines in revenue and cash flow performance, coupled with decreasing operational efficiency, present challenges that need addressing to ensure sustainable growth.
Income Statement
72
Positive
The income statement shows fluctuating revenues with a notable decline in the latest period compared to the previous year. Gross and net profit margins are strong, indicating good profitability. However, declining EBIT and EBITDA margins suggest operational efficiency issues.
Balance Sheet
85
Very Positive
The balance sheet is strong with low debt levels, reflected in a very low debt-to-equity ratio, and a high equity ratio indicating financial stability. However, stockholders' equity growth is slow, which could limit future expansion.
Cash Flow
65
Positive
The cash flow statement reveals negative free cash flow in the latest period, a significant drop from previous years' positive values. While operating cash flow was negative, high cash reserves provide a buffer for short-term liquidity needs.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue9.50M9.43M8.07M8.52M7.30M8.20M
Gross Profit7.00M9.43M4.74M4.84M3.20M8.20M
EBITDA2.94M848.57K1.30M1.03M2.08M4.22M
Net Income76.47M40.09M38.87M46.75M53.98M67.52M
Balance Sheet
Total Assets577.67M602.41M593.38M577.67M532.73M556.06M
Cash, Cash Equivalents and Short-Term Investments49.49M13.16M19.06M27.74M39.16M60.62M
Total Debt504.17K299.14K398.14K504.17K52.45K38.40K
Total Liabilities105.77M37.16M50.03M105.77M97.41M96.74M
Stockholders Equity471.90M565.25M543.35M471.90M435.32M459.32M
Cash Flow
Free Cash Flow50.29M752.95K-1.87M76.39M1.78K73.44M
Operating Cash Flow49.32M759.12K-1.86M76.47M3.20K73.44M
Investing Cash Flow-73.66K13.03M12.63M51.14M26.61M70.05M
Financing Cash Flow-39.34M-19.71M-19.67M-39.34M-48.97M-34.35M

Jupiter Mines Limited Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.26
Price Trends
50DMA
0.23
Positive
100DMA
0.22
Positive
200DMA
0.18
Positive
Market Momentum
MACD
<0.01
Negative
RSI
64.74
Neutral
STOCH
88.89
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:JMS, the sentiment is Positive. The current price of 0.26 is above the 20-day moving average (MA) of 0.25, above the 50-day MA of 0.23, and above the 200-day MA of 0.18, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 64.74 is Neutral, neither overbought nor oversold. The STOCH value of 88.89 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:JMS.

Jupiter Mines 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
77
Outperform
AU$540.32M13.487.01%5.66%16.86%3.03%
76
Outperform
$740.14M5.2033.38%45.73%716.15%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
58
Neutral
AU$210.19M14.59-3.24%1.43%14.64%-213.25%
48
Neutral
AU$597.39M-7.50%51.47%
46
Neutral
AU$536.98M3.94145.87%45.56%
42
Neutral
AU$436.68M-90.12%-98.20%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:JMS
Jupiter Mines Limited
0.27
0.11
74.34%
AU:MLX
Metals X Limited
0.82
0.36
81.11%
AU:SVM
Sovereign Metals Limited
0.66
-0.02
-2.94%
AU:MMI
Metro Mining Limited
0.09
0.05
125.00%
AU:OMH
OM Holdings Ltd.
0.28
-0.09
-24.32%
AU:LOT
Lotus Resources Limited
0.23
-0.04
-14.81%

Jupiter Mines Limited Corporate Events

Jupiter Mines Reports Strong Q3 FY2025 Performance with Increased Sales and Production
Apr 30, 2025

Jupiter Mines Limited reported a strong performance for the quarter ending March 2025, with increased sales and production levels at the Tshipi Manganese Mine. The company experienced a 65% increase in EBITDA due to higher manganese prices and reduced production costs. Despite a slight decrease in cash reserves following a dividend payment, Tshipi generated positive net cash flow. The quarter also saw a rise in average manganese prices, although spot prices declined slightly by the end of April 2025. The company managed to reduce production costs by extracting ore from a new pit area, benefiting from a favorable stripping ratio and currency exchange rates.

Jupiter Mines Highlights Manganese’s Role in EV Batteries at Conference
Apr 29, 2025

Jupiter Mines Limited presented at the Paydirt Battery Minerals Conference, highlighting the increasing importance of manganese in electric vehicle batteries. The announcement underscores the company’s strategic focus on leveraging the rising demand for battery minerals, which could enhance its market position and offer significant opportunities for growth in the evolving electric vehicle sector.

Jupiter Mines Limited Appoints New Director
Apr 1, 2025

Jupiter Mines Limited has announced the appointment of Kiho Han as a new director, effective from April 1, 2025. The initial director’s interest notice reveals that Kiho Han currently holds no relevant interests in securities or contracts associated with the company. This appointment is a procedural update and does not indicate any immediate changes in the company’s operations or strategic direction.

Jupiter Mines Appoints New Non-Executive Director from POSCO
Apr 1, 2025

Jupiter Mines Limited has appointed Mr. Kiho Han as a Non-Executive Director, representing strategic shareholder POSCO Australia, which holds a 6.89% interest in the company. This change follows the resignation of Mr. Ben Kim, who served over three years on the board. Mr. Han brings extensive experience in raw materials and investment sectors, which is expected to provide strategic insights as Jupiter Mines advances its manganese growth strategy and explores new opportunities in the battery materials sector.

Jupiter Mines Provides Update at Investor Conference
Mar 12, 2025

Jupiter Mines Limited presented at the Euroz Hartleys Institutional Investor Conference, providing a company update. The presentation emphasized that the information shared is for informational purposes only and not intended as investment advice. While the presentation included forward-looking statements, it highlighted the inherent risks and uncertainties that could impact future outcomes. The company does not guarantee the accuracy or completeness of the information and is not obligated to update the presentation.

Jupiter Mines Declares Interim Dividend Amidst Strong Tshipi Performance
Feb 28, 2025

Jupiter Mines Limited has declared an interim dividend of A$0.0075 per share for the period ending December 31, 2024. This decision follows a dividend declaration by Tshipi é Ntle Manganese Mining Pty Limited, from which Jupiter received a substantial share. The stability of Jupiter’s dividend payments underscores the strength of the Tshipi manganese mine, which continues to perform well despite market volatility, ensuring reliable dividends and reinforcing the long-term value of the Tshipi operation.

Jupiter Mines Announces Dividend Distribution for 2024
Feb 28, 2025

Jupiter Mines Limited has announced a dividend distribution of AUD 0.0075 per share for the period ending December 31, 2024. This distribution, scheduled for payment on March 21, 2025, reflects the company’s financial performance over the past six months and could impact shareholder returns positively.

Jupiter Mines Sees Revenue Surge Despite Profit Dip
Feb 28, 2025

Jupiter Mines Limited reported a significant increase in revenue for the half-year ending December 31, 2024, with a 48.3% rise compared to the previous period. Despite the revenue growth, the company’s profit after taxation slightly decreased by 2.1%. The board declared an interim dividend of $0.0075 per share, reflecting its commitment to returning value to shareholders. This financial performance underscores Jupiter Mines’ stable position in the mining sector, although the slight dip in profit suggests potential challenges in maintaining cost efficiency.

Jupiter Mines Limited Names New Director
Feb 20, 2025

Jupiter Mines Limited has announced the appointment of Hyunchul (Charlie) Chun as a director effective from February 20, 2025. The announcement notes that Chun currently holds no securities or relevant interests in the company, indicating a fresh start in his role. This change in the board may impact the company’s strategic direction and potentially influence stakeholder perceptions and investor relations.

Jupiter Mines Appoints New Alternate Director
Feb 20, 2025

Jupiter Mines Limited has appointed Mr. Hyunchul (Charlie) Chun as an alternate director, nominated by Non-Executive Director Ben Kim. Mr. Chun, who is the Director of Raw Materials Investment at POSCO Australia Pty Ltd, brings extensive experience in raw materials, steelmaking purchasing, and investment, which could bolster Jupiter’s strategic initiatives and strengthen its industry positioning.

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: Oct 02, 2025