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Conico Ltd (CNJ) Fair Value & Analysis

Basic Materials · AU · Market cap A$5.2M

CL Conico Ltd CNJ · AU
PriceA$0.0070
Fair ValueA$0.0085
Upside+21.4%
Quality30/100
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Weak Growth
Thin margins · 0.0% net margin
negative free cash flow
Mixed vs. peers (2/5)
Narrow moat 23/100
Evidence: Low Range A$0.0085 – A$0.0085 Share as image

Fair value as of: Jun 24, 2026

From 2 valuation models · updated 47 days ago

Share price −12.5% over the past month.

Below-average quality, screening 21% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (A$0.0085). The market is more pessimistic than our downside scenario.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
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Price vs Fair Value (5 years)

A$7.92 A$0.0070 Fair Value A$0.0085 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jun 24, 2026.

How to read this chart

60‑month range A$0.0070 – A$7.92 · the A$0.0070 price screens below the A$0.0085 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jun 24, 2026.

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Analysis

Conico Ltd (CNJ) currently trades at A$0.0070, while our model-based Fair Value estimate is A$0.0085, implying the stock looks roughly 21.4% undervalued today. The Quality Score stands at 30/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Trailing-twelve-month revenue stands at A$1.1K. Revenue declined 40.1% year over year. Fundamentals as of Jun 24, 2026

For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at 21%, CNJ screens cheaper than that median.

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Key figures & financial health

Revenue (TTM) A$1.1K
Revenue growth (YoY) -40.1%
Return on equity -619%
Free cash flow −A$774K FY2025
Operating margin -651,521%
EPS (TTM) A$-0.0500
More key figures
Net debt A$381K FY2025

Figures from reported company fundamentals · as of Jun 24, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 30/100

Of which business quality 31 · Market factors (momentum, volatility) 8

Profitability 0
Margins and returns on capital today
Quality Growth 59
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 57
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 20
Calm price path (market factor)
Momentum 4
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 0
Buybacks instead of dilution

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.

About the company

Conico Ltd engages in the exploration and development of mineral properties in Australia. It primarily explores for gold, lead, zinc, cobalt, copper, platinum group elements, nickel, and manganese deposits, as well as magmatic sulphide.

Full company description

Conico Ltd engages in the exploration and development of mineral properties in Australia. It primarily explores for gold, lead, zinc, cobalt, copper, platinum group elements, nickel, and manganese deposits, as well as magmatic sulphide. The company holds 100% interests in the Ryberg comprising an area of 4,521 square kilometers; and Mestersvig Projects located in Greenland. In addition, it holds a 50% interest in the Mt Thirsty project located to the northwest of Norseman, Western Australia. The company was formerly known as Fission Energy Ltd. and changed its name to Conico Ltd in July 2013. Conico Ltd was incorporated in 2006 and is headquartered in Perth, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Conico Ltd reported revenue of A$3.7K in FY2025 versus A$948 in FY2021, a compound +40.9%/yr. Reported net income was −A$2.1M in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
A$3.7K
Latest YoY
−88.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+35.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−30.3%
Avg. growth/yr (18Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−0.4%
Revenue +40.9%/yr
FY21 A$948
FY22 A$1.5K
FY23 A$82.2K
FY24 A$32.7K
FY25 A$3.7K
Net income
FY21 −A$995K
FY22 −A$940K
FY23 −A$886K
FY24 −A$35.1M
FY25 −A$2.1M

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Cite: Fair Value Calculator (2026). "Conico Ltd Fair Value". https://www.fairvalue-calculator.com/stock/CNJ

Peer Group

Other Industrial Metals & Mining · 475 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.

Quality Score 31 · Below median
Fair Value upside +21% · Top 25%
Net margin (TTM) 0% · Above median
Revenue growth -40% · Bottom 25%

Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper

P/B 2.40× · Pricier than median

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.

VALUE 62 · sector 0
FUTURE 0 · sector 23
PAST 0 · sector 0
HEALTH 0 · sector 96
DIVIDEND 0 · sector 21

Insider activity: 25/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
BHP Group BHPN 1,425 MXN 942.42 MXN -34%
Rio Tinto Group RIO A$164.89 A$81.76 -50%
Grupo México, S.A. GMEXICOB 199.23 MXN 187.72 MXN -6%
Vale S.A VALE $14.19 $9.14 -36%
Saudi Arabian Mining Company 1211 58.05 SAR 33.87 SAR -42%
CMOC Group 603993 ¥18.20 ¥16.15 -11%
Fortescue Ltd FMG A$18.47 A$18.62 +1%
China Tungsten And Hightech Materials Co 000657 ¥74.71 ¥9.55 -87%
Hindustan Zinc Limited HINDZINC ₹521.95 ₹576.80 +11%
China Northern Rare Earth (Group) High-Tech Co 600111 ¥39.56 ¥10.59 -73%

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Frequently asked questions

Is Conico Ltd (CNJ) overvalued or undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$0.0085 versus a price of A$0.0070, about +21% (undervalued).
What is the fair value of CNJ?
Our model-based fair value for Conico Ltd is A$0.0085 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$0.0070.
What is the quality score of CNJ?
Conico Ltd has a Quality Score of 30/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Conico Ltd (CNJ)?
Conico Ltd reported trailing-twelve-month revenue of about A$1.1K (latest available figure, as of Jun 24, 2026).
What is the net profit margin of CNJ?
The net profit margin of Conico Ltd 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.

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