Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Iron Ore At 105 USD/Ton: Sweet Spot for Fenix Resources (FEX AU)

Iron Ore At 106 USD/Ton: Simandou Uncertainties To Risk Supply, Fenix, The Beneficiary

On The BHP-China Impasse: Iron Ore Will Continue To Be Over 100 USD/Ton

Fenix Resources (FEX AU): Deep Value, >35% of Mkt Cap in Cash, 2.5x PE/0.3 EV-EBITDA on Ramp Up

Fenix Resources (FEX AU): Small Cap Iron Ore Miner With Great Upside

Fenix Resources Tripling of Production Achieved, 1.2x Price/OCF

Iron Ore: Pullback From 102 USD/Ton to 95 USD/Ton

Fenix Resources (FEX AU): Q3 FY25 Concall Update + CZR News

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/fenix-resources-ltd" target="_blank" data-smartkarma-citation="entities:7405:1" rel="noopener">Fenix Resources (FEX AU)</a> has secured an exclusive 30-year mining right to the <strong>Weld Range Project, </strong>which has 290 million tons of resource and will significantly extend Fenix's mine life.</li>
<li>Initial plans are to increase production from the Weld Range to 6 million tons, taking <a href="https://www.smartkarma.com/entities/fenix-resources-ltd" target="_blank" data-smartkarma-citation="entities:7405:1" rel="noopener">Fenix Resources (FEX AU)</a> to a 10-12 million ton production profile. </li>
<li>
<a href="https://www.smartkarma.com/entities/fenix-resources-ltd" target="_blank" data-smartkarma-citation="entities:7405:1" rel="noopener">Fenix Resources (FEX AU)</a> has already nearly tripled its production from 1.5 million tonnes to 4.4 million tonnes and trades at a 1.7x price-to-OCF (at a $100/tonne iron ore price). </li>
</ul>



Fenix Resources (FEX AU) has secured an exclusive 30-year mining right to the Weld Range Project, which has 290 million tons of resource and will significantly extend Fenix's mine life.
Initial plans are to increase production from the Weld Range to 6 million tons, taking Fenix Resources (FEX AU) to a 10-12 million ton production profile. 

Fenix Resources (FEX AU) has already nearly tripled its production from 1.5 million tonnes to 4.4 million tonnes and trades at a 1.7x price-to-OCF (at a $100/tonne iron ore price). 


Fenix Resources (FEX AU): Exciting Value-Adding Catalyst Can Triple Production Again