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Latrobe Magnesium Limited (AU:LMG)
ASX:LMG
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Latrobe Magnesium Limited (LMG) AI Stock Analysis

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AU:LMG

Latrobe Magnesium Limited

(Sydney:LMG)

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Neutral 49 (OpenAI - 5.2)
Rating:49Neutral
Price Target:
AU$0.01
▼(-30.00% Downside)
Action:Reiterated
Date:06/25/26
The score is primarily constrained by weak financial performance (ongoing operating and net losses) and bearish technical signals (price below key moving averages and negative MACD). Support comes from a comparatively solid balance sheet with improving leverage and recent improvement in operating and free cash flow, while valuation is a moderate factor given the provided P/E and no dividend yield data.
Positive Factors
Critical-minerals positioning
Latrobe Magnesium targets magnesium production from industrial waste, placing it in the critical minerals supply chain for lightweight metals. This structural positioning supports long-term demand from manufacturing and industrial customers and strengthens strategic relevance beyond short-term cycles.
Negative Factors
Persistent operating losses
Despite early revenue, the company reports sustained negative EBIT/EBITDA and deeply negative net margins. Continued operating losses constrain reinvestment, limit retained earnings, and require external funding until a clear, durable path to profitability is demonstrated over coming quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Critical-minerals positioning
Latrobe Magnesium targets magnesium production from industrial waste, placing it in the critical minerals supply chain for lightweight metals. This structural positioning supports long-term demand from manufacturing and industrial customers and strengthens strategic relevance beyond short-term cycles.
Read all positive factors

Latrobe Magnesium Limited (LMG) vs. iShares MSCI Australia ETF (EWA)

Latrobe Magnesium Limited Business Overview & Revenue Model

Company Description
Latrobe Magnesium Limited, an Australian firm founded in Sydney in 1986, is actively pursuing the establishment of a magnesium production facility. This plant is intended for the extraction of magnesium metal, utilizing fly ash originating from Ge...
How the Company Makes Money
null...

Latrobe Magnesium Limited Financial Statement Overview

Summary
Early-stage financial profile: revenue is emerging and the balance sheet is supportive with modest leverage (debt-to-equity improving to ~0.16 in FY2025). Cash flow has improved with positive operating cash flow in FY2024–FY2025 and positive free cash flow in FY2025. However, the company remains loss-making with negative EBIT/EBITDA and deeply negative net margins, and cash flow is still volatile.
Income Statement
24
Negative
Balance Sheet
63
Positive
Cash Flow
52
Neutral
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue0.002.73M0.000.000.000.00
Gross Profit2.74M2.73M-41.68K-55.28K-199.00K-136.00K
EBITDA-4.19M-2.46M-5.36M-4.26M-2.99M-1.32M
Net Income-3.36M-2.66M-4.74M-2.44M-3.21M120.26K
Balance Sheet
Total Assets100.01M92.50M95.40M62.47M37.39M12.31M
Cash, Cash Equivalents and Short-Term Investments4.52M2.42M565.15K6.89M15.25M954.25K
Total Debt3.18M7.79M13.86M15.37M5.59M698.40K
Total Liabilities43.04M43.84M53.78M36.16M14.68M8.15M
Stockholders Equity56.96M48.67M41.63M26.31M22.71M4.16M
Cash Flow
Free Cash Flow-845.95K1.91M-15.85M-22.31M-9.42M4.53M
Operating Cash Flow3.44M8.10M11.50M-4.31M-3.74M5.89M
Investing Cash Flow8.07M-6.24M-16.98M-18.04M-5.69M-1.54M
Financing Cash Flow-5.27M6.24K-854.18K13.99M23.72M-3.43M

Latrobe Magnesium Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.02
Price Trends
50DMA
0.02
Negative
100DMA
0.02
Negative
200DMA
0.02
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
27.72
Positive
STOCH
-50.00
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:LMG, the sentiment is Negative. The current price of 0.02 is above the 20-day moving average (MA) of 0.02, above the 50-day MA of 0.02, and below the 200-day MA of 0.02, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 27.72 is Positive, neither overbought nor oversold. The STOCH value of -50.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:LMG.

Latrobe Magnesium 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$55.49M4.9620.22%
51
Neutral
AU$63.24M2,000.00-1.33%
49
Neutral
AU$40.68M21.67-6.35%-1100.00%
44
Neutral
AU$45.14M-3.81-29.24%-43.78%
AU$34.79M-1,261.98-0.21%-77.34%
46
Neutral
AU$100.67M-28.00-16.95%82.14%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:LMG
Latrobe Magnesium Limited
0.01
<0.01
30.00%
AU:VMC
Venus Metals Corporation Limited
0.28
0.18
175.00%
AU:BCA
Black Canyon Limited
0.39
0.27
225.00%
AU:COD
Coda Minerals Ltd
0.11
0.04
57.14%
AU:WCE
Errawarra Resources Ltd.
0.10
0.02
25.00%
AU:SHN
Sunshine Gold Ltd
0.03
0.02
163.64%

Latrobe Magnesium Limited Corporate Events

Latrobe Magnesium Secures Funding Boost as Low-Carbon Magnesium Output Ramps Up
Apr 30, 2026
Latrobe Magnesium has secured a US$2 million prepayment from U.S. distributor Metal Exchange LLC against future magnesium metal deliveries, reinforcing its 100% offtake partnership and funding position as it advances its demonstration operations. ...
Latrobe Magnesium Hits Key Milestones at Hazelwood Demonstration Plant
Apr 29, 2026
Latrobe Magnesium has achieved a sustained two-week production run at its Hazelwood North demonstration plant, producing about 20 tonnes of high-grade magnesium oxide from brown coal fly ash that met commercial quality specifications confirmed by ...
Latrobe Magnesium Seeks ASX Quotation for Additional Shares
Apr 21, 2026
Latrobe Magnesium Limited has applied to the ASX for quotation of 1,320,000 new fully paid ordinary shares, expanding its listed capital base. The new securities, issued on 21 April 2026 and linked to a previously announced transaction, signal inc...
Latrobe Magnesium Plans Equity Placement of Up to 1.32 Million Shares
Apr 21, 2026
Latrobe Magnesium Limited has notified the ASX of a proposed issue of up to 1,320,000 ordinary fully paid shares. The securities are to be issued as part of a placement or other type of capital raising, with the proposed issue date set for 21 Apri...
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 25, 2026