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Breakthrough Minerals Limited (BTM) Fair Value & Analysis

Basic Materials · AU · Market cap A$36.2M

BM Breakthrough Minerals Limited BTM · AU
PriceA$0.1600
Fair ValueA$0.1300
Upside-18.8%
Quality37/100
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Evidence: Low Range A$0.0700 – A$0.1800

Fair value as of: Jun 26, 2026

From 3 valuation models · updated 7 days ago

Fair value updated Jun 26, 2026 — revised from A$0.0900 to A$0.1300 (+44.4%) since Jun 24, 2026. Share price −26.7% over the past month.

Price vs Fair Value (12 months)

A$0.2618 A$0.0994 Fair Value A$0.1300 Jun 2025 Jul 2026

12‑month range A$0.0994 – A$0.2618 · fair‑value band A$0.0700 – A$0.1800 · the A$0.1600 price screens above the A$0.1300 fair value. As of Jun 26, 2026.

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Analysis

Breakthrough Minerals Limited (BTM) currently trades at A$0.1600, while our model-based Fair Value estimate is A$0.1300 — implying the stock looks roughly 18.8% overvalued today. We read business quality at 37/100 (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).

The balance sheet holds a net cash position of A$1.2M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Return on equity -213%
Free cash flow −A$1.5M FY2025
EPS (TTM) A$-0.0600
Net cash A$1.2M FY2024

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Breakthrough Minerals Limited operates as a mining and energy company in Australia and Canada. The company explores for battery, base and precious metals, gold, copper, nickel, and lithium deposits, as well as platinum group elements. It holds 100% interest in the Errolls Gold Project located in Western Australia; and the Llama Lithium project comprising of 135 mineral claims that covers 75 square kilometers located in Québec, Canada. The company was formerly known as Intra Energy Corporation Limited and changed its name to Breakthrough Minerals Limited in December 2024. Breakthrough Minerals Limited was incorporated in 2007 and is headquartered in Sydney, Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Breakthrough Minerals Limited reported revenue of A$26.6K in FY2025 versus A$13.5M in FY2021, a compound −78.9%/yr. Reported net income was −A$3.4M in FY2025.

Revenue −78.9%/yr
FY21 A$13.5M
FY22 A$0
FY23 A$3.0K
FY24 A$28.7K
FY25 A$26.6K
Net income
FY21 −A$5.5M
FY22 −A$11.9M
FY23 −A$1.4M
FY24 −A$1.1M
FY25 −A$3.4M

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Frequently asked questions

Is Breakthrough Minerals Limited (BTM) undervalued?
As of Jun 26, 2026, our model estimates a fair value of A$0.1300 versus a price of A$0.1600 — about −19% (overvalued). Model-based estimate, not financial advice.
What is the fair value of BTM?
Our model-based fair value for Breakthrough Minerals Limited is A$0.1300 (as of Jun 26, 2026), built from audited fundamentals. The current price is A$0.1600.
What is the quality score of BTM?
Breakthrough Minerals Limited has a Quality Score of 37/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the net profit margin of BTM?
The net profit margin of Breakthrough Minerals Limited is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.