Atlantic Lithium Ltd (ALL) Fair Value & Analysis
Basic Materials · GB · Market cap 124M GBX
Risks
Fair value as of: Aug 24, 2026
From 3 valuation models · updated today
Fair value updated Aug 24, 2026, revised from £2.53 to £0.1312 (−94.8%) since Jul 18, 2026. Share price −3.2% over the past month.
Below-average quality, and screening another 12% overvalued on our models.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A fairly wide model range (£0.0765 to £0.1749) leaves room in how you read the outcome.
- Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 24, 2026.
How to read this chart
60‑month range £0.0569 – £0.6660 · fair‑value band £0.0765 – £0.1749 · the £0.1490 price screens above the £0.1312 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 24, 2026.
Analysis
Atlantic Lithium Ltd (ALL) currently trades at £0.1490, while our model-based Fair Value estimate is £0.1312, implying the stock looks roughly 12.0% overvalued today. The Quality Score stands at 24/100 (below-average quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).
Trailing-twelve-month revenue stands at £289K. It earns a return on equity of -13.6%. The balance sheet holds a net cash position of £5.2M. Fundamentals as of Aug 24, 2026
Our scenario range runs from £0.0765 (bear case) to £0.1749 (bull case); at £0.1490, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Basic Materials peers we cover trades at -40% fair-value upside, at -12%, ALL screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 3 models by family
Widest divergence: Dividend Discount (£2.00) versus Asset-Based (£0.0300). Highest evidence: Gordon GGM (70).
Notify me when ALL reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 24, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 29 · Market factors (momentum, volatility) 58
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Atlantic Lithium Limited engages in the exploration and development of mineral properties in Australia, Ivory Coast, and Ghana. The company primarily explores for lithium deposits. The company evaluation, development and production of its flagship project is the Ewoyaa lithium project located in Ghana.
Full company description
Atlantic Lithium Limited engages in the exploration and development of mineral properties in Australia, Ivory Coast, and Ghana. The company primarily explores for lithium deposits. The company evaluation, development and production of its flagship project is the Ewoyaa lithium project located in Ghana. It holds interest in a lithium property covering an area of 771 square kilometers in Côte d'Ivoire. The company was formerly known as IronRidge Resources Limited and changed its name to Atlantic Lithium Limited in November 2021. Atlantic Lithium Limited was incorporated in 2007 and is based in Sydney, Australia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Atlantic Lithium Ltd reported revenue of £10.6K in FY2025 versus £45 in FY2021, a compound +292.2%/yr. Reported net income was −£6.6M in FY2025.
ALL screens 12% overvalued. Compare with BHP Group →
Peer Group
Other Industrial Metals & Mining · 478 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Aug 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| BHP Group BHPN | 1,425 MXN | 745.46 MXN | -48% |
| Rio Tinto Group RIO | A$179.43 | A$81.76 | -54% |
| Grupo México, S.A. GMEXICOB | 216.56 MXN | 173.04 MXN | -20% |
| Vale S.A VALEN | 233.40 MXN | 139.49 MXN | -40% |
| Saudi Arabian Mining Company 1211 | 65.50 SAR | 33.87 SAR | -48% |
| CMOC Group 603993 | ¥19.00 | ¥19.80 | +4% |
| China Tungsten And Hightech Materials Co 000657 | ¥70.43 | ¥9.55 | -86% |
| Hindustan Zinc Limited HINDZINC | ₹573.00 | ₹508.34 | -11% |
| China Northern Rare Earth (Group) High-Tech Co 600111 | ¥41.02 | ¥10.59 | -74% |
| Boliden AB BOL | kr 527.80 | kr 461.48 | -13% |
Compare Atlantic Lithium Ltd with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Basic Materials stocks →
Discover undervalued stocks
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is Atlantic Lithium Ltd (ALL) overvalued or undervalued?
What is the fair value of ALL?
What is the quality score of ALL?
What is the revenue of Atlantic Lithium Ltd (ALL)?
What is the net profit margin of ALL?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Atlantic Lithium Ltd and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.