tiprankstipranks
Monger Gold Ltd. (AU:LLM)
ASX:LLM
Australian Market
Want to see AU:LLM full AI Analyst Report?

Monger Gold Ltd. (LLM) AI Stock Analysis

5 Followers

Top Page

AU:LLM

Monger Gold Ltd.

(Sydney:LLM)

Select Model
Select Model
Select Model
Neutral 49 (OpenAI - 5.2)
Rating:49Neutral
Price Target:
AU$0.43
▲(47.59% Upside)
Action:Upgraded
Date:07/01/26
The score is held down primarily by weak financial performance—minimal/zero revenue, ongoing losses, and continued free-cash-flow burn—despite a debt-free balance sheet. Technicals provide partial support with the price above major moving averages, but high beta suggests higher risk. Valuation remains constrained due to negative earnings and no dividend yield data.
Positive Factors
Clean balance sheet
An essentially debt-free balance sheet with equity of ~A$24m reduces liquidity risk and gives the company flexibility to fund exploration or attract farm-in partners without immediate refinancing. Over months this preserves option value and lowers insolvency risk for project advancement.
Negative Factors
Lack of revenue
Revenue collapsed from A$537k in 2024 to A$0 in 2025 and remains minimal and volatile. Without recurring revenue the company is structurally reliant on external capital or asset transactions to fund activities, increasing dilution and making operational continuity contingent on market access.
Read all positive and negative factors
Positive Factors
Negative Factors
Clean balance sheet
An essentially debt-free balance sheet with equity of ~A$24m reduces liquidity risk and gives the company flexibility to fund exploration or attract farm-in partners without immediate refinancing. Over months this preserves option value and lowers insolvency risk for project advancement.
Read all positive factors

Monger Gold Ltd. (LLM) vs. iShares MSCI Australia ETF (EWA)

Monger Gold Ltd. Business Overview & Revenue Model

Company Description
Loyal Metals Limited is a company dedicated to identifying and appraising potential mineral resources. Its portfolio includes several significant lithium ventures: the Trieste project, encompassing approximately 250 square kilometers within Canada...
How the Company Makes Money
Monger Gold Ltd.’s primary economic model is typical of a junior gold explorer: it seeks to create value by advancing exploration assets rather than generating recurring operating revenue from commodity sales. Potential ways the company can make m...

Monger Gold Ltd. Financial Statement Overview

Summary
Overall financial quality is weak: revenue is minimal and volatile (A$537k in 2024 to A$0 in 2025) with persistent net losses (~A$11.4m in 2024 and ~A$6.7m in 2025) and ongoing negative free cash flow (about -A$2.1m in 2024 and -A$1.4m in 2025). The main support is a clean capital structure with essentially no debt and a stronger equity base (equity ~A$24.0m in 2025), which lowers balance-sheet risk but does not offset the lack of operating traction.
Income Statement
12
Very Negative
Balance Sheet
62
Positive
Cash Flow
28
Negative
BreakdownDec 2025Dec 2024Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue0.00537.00K70.00K0.000.00
Gross Profit0.00537.00K70.00K0.000.00
EBITDA-6.86M-11.40M-4.04M-1.07M0.00
Net Income-6.71M-11.41M-4.04M-1.09M-75.58K
Balance Sheet
Total Assets26.57M19.91M12.38M4.96M6.33K
Cash, Cash Equivalents and Short-Term Investments5.61M3.05M6.57M3.64M0.00
Total Debt0.000.000.000.0026.79K
Total Liabilities2.56M522.00K545.64K64.29K81.91K
Stockholders Equity24.02M19.39M11.09M4.89M-75.58K
Cash Flow
Free Cash Flow-1.44M-2.06M-2.80M-586.39K-25.34K
Operating Cash Flow-1.44M-2.06M0.000.00-25.34K
Investing Cash Flow-1.17M-4.37M-1.84M-327.74K0.00
Financing Cash Flow5.17M3.09M5.73M4.23M0.00

Monger Gold Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.29
Price Trends
50DMA
0.43
Positive
100DMA
0.37
Positive
200DMA
0.35
Positive
Market Momentum
MACD
<0.01
Negative
RSI
67.51
Neutral
STOCH
83.33
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:LLM, the sentiment is Positive. The current price of 0.29 is below the 20-day moving average (MA) of 0.43, below the 50-day MA of 0.43, and below the 200-day MA of 0.35, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 67.51 is Neutral, neither overbought nor oversold. The STOCH value of 83.33 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:LLM.

Monger Gold 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%
59
Neutral
AU$50.54M4.4220.22%
54
Neutral
AU$58.39M-4.10-18.37%-69.35%
49
Neutral
AU$66.99M-8.33-59.66%46.56%
47
Neutral
AU$18.89M-3.98-13.70%-85.25%
43
Neutral
AU$50.34M-2.13-41.37%-53.41%70.61%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:LLM
Monger Gold Ltd.
0.44
0.23
109.52%
AU:ORP
Argonaut Resources
0.09
0.06
168.57%
AU:PNN
PepinNini Minerals Limited
0.12
0.06
91.67%
AU:VMC
Venus Metals Corporation Limited
0.25
0.15
166.30%
AU:DME
Dome Gold Mines Ltd.
0.05
-0.12
-71.88%
AU:RTR
Rumble Resources Limited
0.04
0.02
76.00%

Monger Gold Ltd. Corporate Events

Loyal Metals Options Lapse, Simplifying Capital Structure
May 31, 2026
Loyal Metals Ltd has confirmed the cessation of 3,499,999 listed options, which were due to expire on 31 May 2026 with an exercise price of $0.50. The options lapsed because the conditions attached to these securities were not satisfied or had bec...
Loyal Metals Wins Strong Shareholder Backing at 2026 AGM
May 27, 2026
Loyal Metals Ltd. has confirmed that all resolutions put to shareholders at its 2026 Annual General Meeting on 27 May were decided by poll and passed, including the adoption of the remuneration report and the re-election of director Peretz Schapir...
Harvest Lane lifts stake and voting power in Loyal Metals
May 11, 2026
Harvest Lane Asset Management has increased its substantial shareholding in Loyal Metals Ltd, a company listed on the ASX under the ticker LLM. The change reflects a higher level of influence over the company&#8217;s ordinary shares, as the fund m...
Loyal Metals Seeks ASX Quotation for 2 Million New Shares
May 7, 2026
Loyal Metals Ltd has applied to the ASX for quotation of 2,000,000 ordinary fully paid shares under code LLM, with an issue date of 6 May 2026. The new securities, arising from exercised options or converted instruments, modestly expand the compan...
Harvest Lane Lifts Stake in Loyal Metals to 15.5%
May 5, 2026
Harvest Lane Asset Management and its associated entities have increased their substantial shareholding in Loyal Metals Ltd, lifting their voting power from 12.29% to 15.50% of the company&#8217;s ordinary shares. The additional stake, now totalin...
Loyal Metals backs A$79m all-cash takeover by PT Bumi Resources
Apr 26, 2026
Loyal Metals Ltd has entered into a Scheme Implementation Deed under which Indonesia&#8217;s PT Bumi Resources Tbk will acquire 100% of the company via a court-approved scheme of arrangement. The all-cash offer of A$0.45 per share values Loyal at ...
Loyal Metals Sets Fully Virtual AGM to Strengthen Shareholder Engagement
Apr 24, 2026
Loyal Metals Ltd has scheduled its Annual General Meeting for 27 May 2026, to be held as a fully virtual event, allowing shareholders to watch, listen, ask questions, and participate in poll-based voting. The company is encouraging shareholders to...
Loyal Metals Moves to Acquire Historic High-Grade Highway Reward Copper-Gold Mine
Apr 13, 2026
Loyal Metals Ltd has exercised its option to acquire 100% of the Highway Reward Copper-Gold Mine and the Big Magpie project in Queensland, triggering a sale and purchase agreement that will transfer the granted mining leases and associated assets ...
Loyal Metals Confirms Large-Scale Copper–Gold–Silver System at Highway Reward
Apr 7, 2026
Loyal Metals has reported assay results from a third drillhole at its Highway Reward project in Queensland, confirming a large, continuous copper&#8211;gold&#8211;silver VHMS system beneath the eastern wall of the historic open pit. The latest hol...
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 01, 2026