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Dragon Mining Limited (HK:1712)
:1712
Hong Kong Market
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Dragon Mining (1712) AI Stock Analysis

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HK:1712

Dragon Mining

(1712)

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Outperform 70 (OpenAI - 5.2)
Rating:70Outperform
Price Target:
HK$4.50
▼(-33.43% Downside)
Action:Reiterated
Date:05/29/26
The score is driven by strong recent financial performance and an exceptionally low-debt balance sheet, supported by a very low P/E valuation. These positives are tempered by weak technicals: the stock is trading well below key moving averages with negative MACD and oversold momentum signals, indicating elevated near-term downside risk.
Positive Factors
Conservative balance sheet
Extremely low leverage provides lasting financial flexibility: limited refinancing risk, capacity to fund operations or capex internally, and the ability to withstand commodity-driven revenue shocks. This structural prudence supports strategic optionality over months to years.
Negative Factors
Pronounced cyclicality
Historic swings into negative free cash flow and volatile profits reflect sensitivity to commodity prices and operational cycles. Such cyclicality can unsettle multi-quarter planning, constrain sustained reinvestment, and amplify downside in weaker commodity environments.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Extremely low leverage provides lasting financial flexibility: limited refinancing risk, capacity to fund operations or capex internally, and the ability to withstand commodity-driven revenue shocks. This structural prudence supports strategic optionality over months to years.
Read all positive factors

Dragon Mining (1712) vs. iShares MSCI Hong Kong ETF (EWH)

Dragon Mining Business Overview & Revenue Model

Company Description
Dragon Mining Limited, operating through its various subsidiaries, is dedicated to the prospecting, appraisal, and progression of gold-related ventures across the Nordic nations. The firm is actively involved in the extraction and processing of go...
How the Company Makes Money
null...

Dragon Mining Financial Statement Overview

Summary
Strong step-change in 2024–2025 results: revenue up ~107% YoY with materially higher margins (gross ~60%, net ~42%), robust free cash flow (~62.1M in 2025) and very conservative leverage (debt-to-equity ~0.2%). The main risk is pronounced cyclicality, with thinner/volatile profitability and negative FCF in 2021–2022.
Income Statement
88
Very Positive
Balance Sheet
93
Very Positive
Cash Flow
84
Very Positive
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue143.76M72.80M60.49M52.51M50.00M
Gross Profit86.20M21.20M5.95M7.34M10.28M
EBITDA76.74M20.29M9.72M4.95M4.22M
Net Income60.24M12.88M5.19M2.49M292.00K
Balance Sheet
Total Assets245.89M132.57M108.31M104.88M95.30M
Cash, Cash Equivalents and Short-Term Investments79.19M42.14M20.89M10.17M7.74M
Total Debt340.00K407.00K1.30M1.45M2.01M
Total Liabilities63.08M49.81M39.56M44.28M35.33M
Stockholders Equity181.74M81.69M67.69M59.53M58.90M
Cash Flow
Free Cash Flow62.07M20.42M3.64M-2.60M-2.32M
Operating Cash Flow73.46M24.60M8.67M2.69M8.70M
Investing Cash Flow-38.39M-6.96M-3.23M-5.29M-10.64M
Financing Cash Flow33.52M-165.00K-172.00K-238.00K1.93M

Dragon Mining Technical Analysis

Technical Analysis Sentiment
Negative
Last Price6.76
Price Trends
50DMA
5.86
Negative
100DMA
7.82
Negative
200DMA
7.62
Negative
Market Momentum
MACD
-0.39
Negative
RSI
32.45
Neutral
STOCH
23.60
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1712, the sentiment is Negative. The current price of 6.76 is above the 20-day moving average (MA) of 4.70, above the 50-day MA of 5.86, and below the 200-day MA of 7.62, indicating a bearish trend. The MACD of -0.39 indicates Negative momentum. The RSI at 32.45 is Neutral, neither overbought nor oversold. The STOCH value of 23.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:1712.

Dragon Mining Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
HK$802.50M2.1542.54%93.64%336.81%
67
Neutral
HK$9.62B10.3123.61%0.44%49.31%262.43%
62
Neutral
HK$1.63B10.8410.18%2.78%25.36%3.60%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
58
Neutral
HK$21.02B10.9934.13%1.40%10.57%112.84%
54
Neutral
HK$2.53B13.5218.35%49.62%29.35%
40
Underperform
HK$880.35M2.76-1.02%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:1712
Dragon Mining
4.23
0.70
19.83%
HK:0340
Tongguan Gold Group Ltd.
1.81
-0.17
-8.77%
HK:3330
Lingbao Gold Group Company Ltd. Class H
15.24
5.41
55.10%
HK:0621
Taung Gold International Limited
0.49
-0.04
-6.73%
HK:8299
Grand T G Gold Holdings Ltd
0.27
-0.03
-11.67%
HK:2489
Persistence Resources Group Ltd
0.68
-0.83
-54.97%

Dragon Mining Corporate Events

Dragon Mining Calls Court-Ordered Scheme Meeting on Shareholder Arrangement
Jun 29, 2026
Dragon Mining Limited has convened an extraordinary general meeting of its ordinary shareholders, ordered by the Federal Court of Australia under section 411 of the Corporations Act, to be held as a hybrid Scheme Meeting in Hong Kong with online a...
Dragon Mining calls August EGM to vote on major share capital restructuring
Jun 29, 2026
Dragon Mining has called an extraordinary general meeting for 6 August 2026 in Hong Kong, to be held as a hybrid event with both physical and online participation options for its ordinary shareholders. The meeting will consider an ordinary resolut...
Dragon Mining Sets Timetable for Hong Kong Holding Company Reorganisation
Jun 29, 2026
Dragon Mining has begun implementing a reorganisation that will shift its ultimate holding company from Australia to Hong Kong, with Dragon Gold Mining Limited proposed as the new Hong Kong–domiciled parent to be listed in the city by way of...
Dragon Mining Reshapes Board With Director Resignation and New Appointment
Jun 15, 2026
Dragon Mining Limited has announced the resignation of independent non-executive director Wang Hongqian, who is stepping down from the board and its audit, risk management, remuneration and nomination committees with effect from 15 June 2026 due t...
Dragon Mining Sets Out Board and Committee Structure
Jun 15, 2026
Dragon Mining Limited has announced the current composition of its board of directors, naming Brett Robert Smith as executive director and chief executive officer, with Arthur George Dew serving as non-executive chairman alongside non-executive di...
Dragon Mining Wins Strong Shareholder Backing for Mandates at 2026 AGM
May 21, 2026
Dragon Mining shareholders have overwhelmingly approved all resolutions at the company’s annual general meeting held on 21 May 2026, including the adoption of its 2025 audited financial statements, the re-election of directors Brett Robert S...
Dragon Mining refreshes board with new independent director after Procter retirement
May 21, 2026
Dragon Mining announced that independent non-executive director Carlisle Caldow Procter retired from the board at the conclusion of its 21 May 2026 annual general meeting, with the company noting there was no disagreement with the board or issues ...
Dragon Mining Sets Out Board Composition and Committee Roles
May 21, 2026
Dragon Mining Limited has announced the current composition of its board of directors, confirming Brett Robert Smith as executive director and chief executive officer, with Arthur George Dew serving as non-executive chairman alongside non-executiv...
Dragon Mining Plans Hong Kong Holding Shift via Scheme of Arrangement
Apr 29, 2026
Dragon Mining Limited has entered into a scheme implementation deed to reorganise its corporate structure so that a new Hong Kong–incorporated company, Dragon Gold Mining Limited, becomes the ultimate holding company of the group. Existing s...
Dragon Mining Reports High-Grade Drill Results at Finland’s Jokisivu Gold Mine
Apr 27, 2026
Dragon Mining has reported final assay results from five underground diamond drilling campaigns at its Jokisivu Gold Mine in southern Finland, covering the Arpola-6, Arpola-7, Arpola-1, Arpola-2 and Arpola-3 programs. The campaigns, totaling sever...
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: May 29, 2026