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

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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> reported a substantial increase in shipments, up 155%YoY/17%QoQ, to 885k tons, guiding a further ramp beyond 1 million tons in the December quarter. </li>
<li>The substantial numbers were followed by yet another <a href="https://wcsecure.weblink.com.au/pdf/FEX/03009876.pdf" target="_blank" rel="noopener">share purchase</a> by Chairman Jon Welborn, taking his holding in the company to ~3%. </li>
<li>Strong operating cashflows of over 43.9 million AUD for the quarter (175 million AUD annualized on a 350 million AUD market cap) could ramp further as Beebyn-W11 shipments increase.</li>
</ul>



Fenix Resources (FEX AU) reported a substantial increase in shipments, up 155%YoY/17%QoQ, to 885k tons, guiding a further ramp beyond 1 million tons in the December quarter. 
The substantial numbers were followed by yet another share purchase by Chairman Jon Welborn, taking his holding in the company to ~3%. 
Strong operating cashflows of over 43.9 million AUD for the quarter (175 million AUD annualized on a 350 million AUD market cap) could ramp further as Beebyn-W11 shipments increase.


Fenix Resources (FEX AU) Q1 FY26 Report: Multibagger In The Making