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Sandfire Resources America Inc. (TSE:SFR)
:SFR
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Sandfire Resources America (SFR) AI Stock Analysis

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TSE:SFR

Sandfire Resources America

(SFR)

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Neutral 46 (OpenAI - 5.2)
Rating:46Neutral
Price Target:
C$0.36
▲(3.71% Upside)
Action:Upgraded
Date:07/18/26
The score is held down primarily by very weak financial performance (zero reported revenue, large and widening losses, negative free cash flow, and deeply negative equity with meaningful debt). Technical indicators are comparatively better, with the price above major moving averages and broadly neutral-to-positive momentum, but this is not enough to offset the elevated fundamental and funding risk. Valuation offers limited support given negative earnings and no dividend yield provided.
Positive Factors
Clear exploration-to-monetization business model
A clear, industry-standard value chain — discover, delineate, then monetize by developing mines, selling projects, or structuring JVs/royalties — aligns incentives and allows multiple exit paths. That flexibility reduces the requirement to solely self-fund large capex, a durable structural advantage for juniors.
Negative Factors
Zero reported revenue and widening losses
Persistent zero revenue and enlarging operating losses indicate the company is not yet generating cash from operations. Over months this means continued reliance on external funding, higher dilution risk, and constrained ability to advance projects without partners or financing, pressuring long-term project timelines.
Read all positive and negative factors
Positive Factors
Negative Factors
Clear exploration-to-monetization business model
A clear, industry-standard value chain — discover, delineate, then monetize by developing mines, selling projects, or structuring JVs/royalties — aligns incentives and allows multiple exit paths. That flexibility reduces the requirement to solely self-fund large capex, a durable structural advantage for juniors.
Read all positive factors

Sandfire Resources America (SFR) vs. iShares MSCI Canada ETF (EWC)

Sandfire Resources America Business Overview & Revenue Model

Company Description
Operating across the United States and Canada, Sandfire Resources America Inc. specializes in identifying, acquiring, and advancing mineral resource properties. The company's exploration efforts primarily target deposits containing copper, cobalt,...
How the Company Makes Money
Sandfire Resources America makes money primarily by creating value from mineral assets rather than through diversified service revenues. Its main economic pathway is to (1) explore for and delineate mineral resources (especially copper) by conduct...

Sandfire Resources America Financial Statement Overview

Summary
Financials are very weak: revenue is reported as zero, gross profit is consistently negative, and losses are sizable and worsening (TTM EBIT about -$20.0M; TTM net loss about -$28.0M). The balance sheet shows deeply negative equity (about -$56.2M) with meaningful debt (~$71.7M), and cash flow remains negative (TTM operating cash flow about -$19.3M; TTM free cash flow about -$21.0M), indicating high funding and dilution/refinancing risk.
Income Statement
8
Very Negative
Balance Sheet
12
Very Negative
Cash Flow
14
Very Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-438.29K-151.90K-44.91K-321.87K-245.85K-301.16K
EBITDA-19.59M-22.28M-12.21M-10.31M-17.93M-10.37M
Net Income-28.05M-29.61M-17.52M-13.96M-18.97M-10.98M
Balance Sheet
Total Assets27.08M26.95M25.83M22.60M20.61M22.38M
Cash, Cash Equivalents and Short-Term Investments387.30K825.20K570.47K119.30K94.53K4.16M
Total Debt71.70M61.78M40.01M25.61M14.10M153.21K
Total Liabilities83.23M72.44M47.72M30.74M18.25M3.50M
Stockholders Equity-56.15M-45.49M-21.89M-8.14M2.36M18.88M
Cash Flow
Free Cash Flow-21.02M-23.59M-14.30M-12.02M-18.96M-18.96M
Operating Cash Flow-19.32M-21.26M-11.46M-10.88M-17.60M-12.13M
Investing Cash Flow-1.70M-2.33M-2.84M-1.13M-1.69M-6.83M
Financing Cash Flow20.82M23.83M14.82M12.04M15.23M23.17M

Sandfire Resources America Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.35
Price Trends
50DMA
0.22
Positive
100DMA
0.24
Positive
200DMA
0.27
Positive
Market Momentum
MACD
0.01
Negative
RSI
85.97
Negative
STOCH
74.91
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:SFR, the sentiment is Positive. The current price of 0.35 is above the 20-day moving average (MA) of 0.21, above the 50-day MA of 0.22, and above the 200-day MA of 0.27, indicating a bullish trend. The MACD of 0.01 indicates Negative momentum. The RSI at 85.97 is Negative, neither overbought nor oversold. The STOCH value of 74.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:SFR.

Sandfire Resources America 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%
54
Neutral
C$42.45M-23.00-6.79%24.75%
54
Neutral
C$508.46M-101.25-6.60%-15.95%
49
Neutral
C$173.77M-40.71-6.18%-52.00%
47
Neutral
C$23.11M-1.69-613.46%-107.25%
46
Neutral
C$378.64M-13.50-18.10%
42
Neutral
C$378.57M-53.95-85.01%-100.00%-113.18%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:SFR
Sandfire Resources America
0.37
0.06
19.35%
TSE:CDB
Cordoba Minerals
0.24
0.19
410.64%
TSE:KC
Kutcho Copper Corp
0.23
0.08
53.33%
TSE:CDPR
Cerro de Pasco Resources Inc
0.59
0.05
9.26%
TSE:SURG
Surge Copper Corp
0.46
0.29
170.59%
TSE:REG
Regulus Resources
4.05
1.61
65.98%
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 18, 2026