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Strategic Elements Ltd (AU:SOR)
ASX:SOR
Australian Market
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Strategic Elements Ltd (SOR) AI Stock Analysis

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AU:SOR

Strategic Elements Ltd

(Sydney:SOR)

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Neutral 41 (OpenAI - 5.2)
Rating:41Neutral
Price Target:
AU$0.03
▼(-48.33% Downside)
Action:Reiterated
Date:06/18/26
The score is weighed down primarily by weak financial performance (recurring losses, deteriorating revenue, and sustained negative free cash flow) despite a debt-free balance sheet. Technicals also detract due to a clear downtrend (price below key moving averages and negative MACD), while valuation provides little support given the negative P/E and no dividend yield.
Positive Factors
Debt-free Balance Sheet
Having no debt is a durable financial advantage: it eliminates interest expense and refinancing risk, lowering fixed financial obligations and preserving flexibility to pursue licensing or partnerships. This structural strength lengthens runway for R&D and commercialization while the company seeks funding.
Negative Factors
Persistent Negative Cash Flow
Sustained negative operating and free cash flow is a structural weakness: it forces repeated external funding, dilutes shareholder value, and limits the company's ability to self-fund commercial rollouts. Over months this constrains partnerships, slows product launches, and risks project mothballing.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free Balance Sheet
Having no debt is a durable financial advantage: it eliminates interest expense and refinancing risk, lowering fixed financial obligations and preserving flexibility to pursue licensing or partnerships. This structural strength lengthens runway for R&D and commercialization while the company seeks funding.
Read all positive factors

Strategic Elements Ltd (SOR) vs. iShares MSCI Australia ETF (EWA)

Strategic Elements Ltd Business Overview & Revenue Model

Company Description
Strategic Elements Ltd functions as an investment firm, concentrating its efforts on entities involved in the exploration for rare earth elements and rare metals, as well as the creation of advanced materials. Through its wholly-owned division, St...
How the Company Makes Money
null...

Strategic Elements Ltd Financial Statement Overview

Summary
Income statement and cash flow quality are very weak: inconsistent and deteriorating revenue (including negative annual revenue in 2025), recurring operating/net losses, and persistent negative operating and free cash flow indicating ongoing cash burn. The main offset is a debt-free balance sheet, but equity has eroded materially, reducing financial flexibility.
Income Statement
12
Very Negative
Balance Sheet
58
Neutral
Cash Flow
18
Very Negative
BreakdownJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue-30.54K136.46K21.83K184.50K192.93K
Gross Profit-35.38K129.97K-924.53K-1.04M-782.43K
EBITDA-2.54M-3.25M-3.27M-3.91M-3.34M
Net Income-2.56M-2.59M-2.46M-3.47M-2.36M
Balance Sheet
Total Assets4.42M6.00M8.28M5.06M8.25M
Cash, Cash Equivalents and Short-Term Investments4.22M5.76M7.99M4.82M7.93M
Total Debt0.000.000.000.000.00
Total Liabilities530.38K621.73K329.87K544.35K519.14K
Stockholders Equity3.89M5.38M7.95M4.52M7.73M
Cash Flow
Free Cash Flow-2.38M-2.24M-2.70M-3.10M-2.09M
Operating Cash Flow-2.37M-2.21M-2.70M-3.09M-2.05M
Investing Cash Flow-12.96K-26.74K-2.69K-16.85K-121.31K
Financing Cash Flow837.68K0.005.87M0.007.71M

Strategic Elements Ltd Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.06
Price Trends
50DMA
0.04
Negative
100DMA
0.04
Negative
200DMA
0.05
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
29.85
Positive
STOCH
-25.00
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SOR, the sentiment is Negative. The current price of 0.06 is above the 20-day moving average (MA) of 0.03, above the 50-day MA of 0.04, and above the 200-day MA of 0.05, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 29.85 is Positive, neither overbought nor oversold. The STOCH value of -25.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:SOR.

Strategic Elements Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
AU$24.22M30.004.65%286.79%-74.76%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
56
Neutral
AU$5.22M93.021.01%3.50%-54.77%-77.38%
56
Neutral
AU$4.06M6.67-3.15%-109.09%
54
Neutral
AU$26.98M70.251.46%2.94%68.66%278.13%
53
Neutral
AU$9.72M1.3691.73%
41
Neutral
AU$19.03M-7.23-62.19%28.26%14.55%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:SOR
Strategic Elements Ltd
0.03
<0.01
6.25%
AU:LCE
London City Equities Ltd
0.85
0.07
8.97%
AU:IPC
Imperial Pacific Limited
0.96
-0.71
-42.51%
AU:PVL
Powerhouse Ventures Ltd.
0.15
0.05
50.00%
AU:BPH
BPH Energy Limited
0.01
0.00
0.00%
AU:KBC
Keybridge Capital Limited
0.05
0.00
0.00%

Strategic Elements Ltd Corporate Events

Strategic Elements Wins Key Japanese Patent for Energy Ink Moisture Power Technology
Jul 1, 2026
Strategic Elements Ltd has secured a Japanese patent covering key aspects of its Energy Ink&#8482; moisture energy technology, a platform designed to harvest moisture-derived energy and potentially replace conventional coin cell and button batteri...
Strategic Elements’ Share Purchase Plan Oversubscribed as Investors Back Growth Strategy
Jun 17, 2026
Strategic Elements Ltd has closed its share purchase plan after receiving about $3.0 million in applications, exceeding the $2.5 million cap and triggering scale-backs and refunds of excess funds. Management highlighted that choosing an SPP over a...
Strategic Elements Issues 71.4 Million Unquoted Options in Capital Management Move
Jun 17, 2026
Strategic Elements Limited has notified the market of the issue of a substantial tranche of unquoted options, with an exercise price of $0.04 and an expiry date of 12 July 2027. The 71,428,295 options, issued on 17 June 2026, will expand the compa...
Strategic Elements Director Boosts Stake Through Share Plan and Rights Exercise
Jun 17, 2026
Strategic Elements Ltd has reported a change in the interests of director David Lim following his participation in the company&#8217;s Share Purchase Plan and the exercise of performance rights. Lim subscribed $30,000 under the plan, acquiring 1,7...
Strategic Elements Seeks ASX Quotation for 71.4 Million New Shares
Jun 17, 2026
Strategic Elements Limited has applied for quotation on the ASX of 71,428,295 ordinary fully paid shares under the code SOR, with an issue date of 17 June 2026. The new securities, issued as part of previously announced transactions, expand the co...
Strategic Elements Seeks ASX Quotation for 5.8 Million New Shares
Jun 17, 2026
Strategic Elements Limited has applied to the ASX for quotation of 5,825,000 new ordinary fully paid shares, with an issue date of 17 June 2026. The additional securities, arising from exercised options or other convertible instruments, will expan...
Strategic Elements Issues 5.8 Million Shares Under Employee Incentive Plan
Jun 17, 2026
Strategic Elements Ltd has announced it will issue 5,825,000 fully paid ordinary shares under its Employee Securities Incentive and Shares in Lieu Plan, following the conversion of vested performance rights. The company confirmed it is relying on ...
Strategic Elements Urges Investors to Act as Share Purchase Plan Nears Closing
Jun 3, 2026
Strategic Elements Ltd has reminded eligible shareholders that its Share Purchase Plan will close at 7:00 p.m. AEST on 9 June 2026, as it seeks additional capital to advance its diversified portfolio of innovation ventures. The company highlights ...
Strategic Elements Expands SPP to Accelerate Energy, AI and Innovation Push
May 27, 2026
Strategic Elements has raised about $1.2 million early in its latest share purchase plan, surpassing its $1 million base target, and will now accept oversubscriptions up to $2.5 million to allow greater shareholder participation. The additional ca...
Strategic Elements Advances Early-Stage Ventures as Cash Position Remains Strong
Apr 28, 2026
Strategic Elements reported a March quarter marked by continued technical work on its Energy Ink energy cell platform, the rollout of Stealth Technologies&#8217; EdgeiQ system at an underground gold mine in Western Australia and early scoping for ...
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 18, 2026