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VHM Limited (AU:VHM)
ASX:VHM
Australian Market
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VHM Limited (VHM) AI Stock Analysis

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AU:VHM

VHM Limited

(Sydney:VHM)

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Neutral 42 (OpenAI - 5.2)
Rating:42Neutral
Price Target:
AU$0.19
▼(-20.00% Downside)
Action:Reiterated
Date:08/01/26
The score is primarily weighed down by weak financial performance—persistent net losses and negative operating/free cash flow—with only partial offset from low balance-sheet leverage. Technicals further pressure the score as the stock trades below all major moving averages, signaling a sustained downtrend. Valuation is only modest because the negative P/E reflects losses and dividend support is unavailable.
Positive Factors
Low leverage
Conservative leverage provides durable financial flexibility: lower interest burdens and a greater ability to withstand operating losses without immediate refinancing. This structural balance-sheet strength supports sustained operations and optionality over the next several months.
Negative Factors
Negative operating and free cash flows
Persistent negative operating and free cash flows point to a structural inability to convert revenue into cash. Over months this erodes liquidity, forces reliance on external funding, and constrains investment in growth or margin-improvement initiatives if not reversed.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage
Conservative leverage provides durable financial flexibility: lower interest burdens and a greater ability to withstand operating losses without immediate refinancing. This structural balance-sheet strength supports sustained operations and optionality over the next several months.
Read all positive factors

VHM Limited (VHM) vs. iShares MSCI Australia ETF (EWA)

VHM Limited Business Overview & Revenue Model

Company Description
VHM Limited, an Australian entity, focuses on discovering and cultivating mineral assets. Its principal venture is the Goschen rare earth and mineral sands project, encompassing 2,860 square kilometers within Victoria, Australia. The company also ...
How the Company Makes Money
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VHM Limited Financial Statement Overview

Summary
Income statement quality is weak (persistent losses and deeply negative net margins despite a recent revenue spike). Cash flow is also weak (negative operating and free cash flows), raising sustainability risk. The balance sheet is a relative bright spot with low leverage, but negative ROE underscores that shareholders are not currently earning a return.
Income Statement
15
Very Negative
Balance Sheet
40
Negative
Cash Flow
20
Very Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue5.00K5.00K23.00K110.00K0.000.00
Gross Profit-203.00K5.00K23.00K-169.00K-125.75K-153.59K
EBITDA-5.68M-5.46M-5.72M-13.18M-6.59M-5.17M
Net Income-6.38M-6.43M-7.15M-17.92M-9.15M-6.59M
Balance Sheet
Total Assets82.14M74.45M70.09M78.77M63.26M38.99M
Cash, Cash Equivalents and Short-Term Investments13.21M8.10M6.25M20.65M24.37M10.87M
Total Debt8.33M1.63M767.00K1.02M34.42M4.16M
Total Liabilities8.72M10.31M11.71M14.01M45.91M14.71M
Stockholders Equity73.42M64.14M58.38M64.76M17.34M24.28M
Cash Flow
Free Cash Flow-11.20M-9.78M-14.62M-34.53M-16.53M-9.04M
Operating Cash Flow-5.35M-5.19M-5.65M-12.01M-3.99M-4.34M
Investing Cash Flow-4.50M-4.59M-7.74M-20.19M-10.40M-2.13M
Financing Cash Flow19.16M11.85M-1.01M26.96M27.88M17.02M

VHM Limited Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price0.24
Price Trends
50DMA
0.24
Negative
100DMA
0.27
Negative
200DMA
0.35
Negative
Market Momentum
MACD
>-0.01
Negative
RSI
52.57
Neutral
STOCH
63.64
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:VHM, the sentiment is Neutral. The current price of 0.24 is above the 20-day moving average (MA) of 0.23, below the 50-day MA of 0.24, and below the 200-day MA of 0.35, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 52.57 is Neutral, neither overbought nor oversold. The STOCH value of 63.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:VHM.

VHM 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%
43
Neutral
AU$76.05M-0.99-67.75%69.69%
43
Neutral
AU$24.79M-3.62-5.94%-99.74%-22.67%
43
Neutral
AU$85.92M-58.59-11.52%35.64%
42
Neutral
AU$73.27M-11.65-9.28%13.10%
42
Neutral
AU$61.98M-5.84-7.41%5472.73%40.17%
42
Neutral
AU$23.13M-11.63-4.62%1.16%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:VHM
VHM Limited
0.24
0.04
23.68%
AU:AVL
Australian Vanadium
0.17
-0.11
-38.18%
AU:HAS
Hastings Technology Metals Limited
0.32
0.03
9.22%
AU:VML
Vital Metals Ltd
0.10
<0.01
5.26%
AU:OCN
Oceana Lithium Ltd.
0.38
0.30
400.00%
AU:RVT
Richmond Vanadium Technology Pty Ltd.
0.10
0.04
53.85%

VHM Limited Corporate Events

VHM Issues Equity Incentive Shares, Confirms Compliance With Disclosure Rules
Jul 29, 2026
VHM Limited has issued 160,000 fully paid ordinary shares to an employee following the vesting and exercise of performance rights under its Equity Incentive Plan. The shares were issued without a prospectus under an exemption in the Corporations A...
VHM Issues Employee Equity Under Incentive Plan, Confirms Disclosure Compliance
Jul 28, 2026
VHM Limited has issued 160,000 fully paid ordinary shares to an employee following the exercise of an equivalent number of vested performance rights under its Equity Incentive Plan. The shares were issued without a prospectus under the Corporation...
VHM Limited Seeks ASX Quotation for Additional 160,000 Shares
Jul 28, 2026
VHM Limited has applied for quotation on the ASX of 160,000 ordinary fully paid shares, issued on July 28, 2026. The new securities arise from the exercise or conversion of existing options or other convertible instruments, modestly increasing the...
VHM Strikes Iluka Deal to Anchor Australian Rare Earths Supply Chain
Jul 1, 2026
VHM Limited has entered a long-term strategic partnership with Iluka Resources to supply rare earths concentrate from its Goschen project in Victoria to Iluka&#8217;s Eneabba refinery, forming an integrated Australian rare earths supply chain. The...
Iluka Secures Long-Term Rare Earth Feedstock from VHM for Eneabba Refinery
Jul 1, 2026
Iluka Resources has signed a long-term agreement with VHM Limited for the supply of all planned rare earth concentrate from VHM&#8217;s Goschen project in western Victoria. Under the deal, VHM will deliver 146,000 tonnes of concentrate, containing...
VHM Director Ian Smith Lifts Indirect Shareholding via On-Market Purchase
May 1, 2026
VHM Limited director Ian Smith has increased his indirect holding in the company by purchasing 100,000 fully paid ordinary shares on market for $24,950 through the Smith Super Fund account. His indirect shareholding has risen from 600,000 to 700,0...
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: Aug 01, 2026