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Dreadnought Resources Limited (DRE) Fair Value & Analysis

Basic Materials · AU · Market cap A$85.9M

DR Dreadnought Resources Limited DRE · AU
PriceA$0.0140
Fair ValueA$0.0170
Upside+21.4%
Quality28/100
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Mixed Growth
Thin margins · 0.0% net margin
Low debt · negative free cash flow
Mixed vs. peers (4/9)
Narrow moat 9/100
Evidence: Low Range A$0.0126 – A$0.0150 Share as image

Fair value as of: Jul 12, 2026

From 3 valuation models · updated 29 days ago

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

What matters now

  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
  • Our model range runs from A$0.0126 (bear) to A$0.0150 (bull), base A$0.0170. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 28/100 (below-average quality) with low evidence: read the verdict with care.
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Price vs Fair Value (5 years)

A$0.1400 A$0.0080 Fair Value A$0.0170 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range A$0.0080 – A$0.1400 · fair‑value band A$0.0126 – A$0.0150 · the A$0.0140 price screens below the A$0.0170 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

Dreadnought Resources Limited (DRE) currently trades at A$0.0140, while our model-based Fair Value estimate is A$0.0170, implying the stock looks roughly 21.4% undervalued today. The Quality Score stands at 28/100 (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$27.7K. Revenue declined 25.3% year over year. It earns a return on equity of -11.8%. The balance sheet holds a net cash position of A$10.1M. Fundamentals as of Jul 12, 2026

Our scenario range runs from A$0.0126 (bear case) to A$0.0150 (bull case); at A$0.0140, 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. The share trades about 70% below its 52-week high and 75% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at 21%, DRE 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Gordon GGM A$0.0100 70
EV/EBITDA A$0.0200 A$0.0300 A$0.0400 54
NCAV (Graham) A$0.0100 A$0.0100 50
All 3 models by family
Dividend Discount
Gordon GGM A$0.0100 70
Multiples
EV/EBITDA A$0.0200 A$0.0300 A$0.0400 54
Asset-Based
NCAV (Graham) A$0.0100 A$0.0100 50

Widest divergence: Multiples (A$0.0300) versus Asset-Based (A$0.0100). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) A$27.7K
Revenue growth (YoY) -25.3%
Return on equity -11.8%
Free cash flow −A$9.8K FY2025
Net cash A$10.1M FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 28/100

Of which business quality 33 · Market factors (momentum, volatility) 34

Profitability 0
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 7
Earnings quality: real cash, not paper profit
Fin. Strength 91
Balance sheet, leverage, solvency risk
Investment 32
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 24
Price trend over the last 3–12 months (market factor)
52W Momentum 32
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

Dreadnought Resources Limited operates as mineral exploration and development company in Australia. It primarily explores for copper, nickel, gold, silver, cobalt, and platinum group elements; rare earth elements; iron ore; and base metals.

Full company description

Dreadnought Resources Limited operates as mineral exploration and development company in Australia. It primarily explores for copper, nickel, gold, silver, cobalt, and platinum group elements; rare earth elements; iron ore; and base metals. Dreadnought Resources Limited was formerly known as Tychean Resources Limited and changed its name to Dreadnought Resources Limited in February 2019. The company was incorporated in 2006 and is based in Osborne Park, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Dreadnought Resources Limited reported revenue of A$325K in FY2025 versus A$187K in FY2021, a compound +14.9%/yr. Reported net income was −A$18.9M in FY2025.

Growth Quality 36/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
A$325K
Latest YoY
+33.7%
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.
−6.6%
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.
+35.1%
Avg. growth/yr (15Y) 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.
+3.5%
Revenue +14.9%/yr
FY21 A$187K
FY22 A$398K
FY23 A$339K
FY24 A$243K
FY25 A$325K
Net income
FY21 −A$1.5M
FY22 −A$1.7M
FY23 −A$5.5M
FY24 −A$6.3M
FY25 −A$18.9M

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Cite: Fair Value Calculator (2026). "Dreadnought Resources Limited Fair Value". https://www.fairvalue-calculator.com/stock/DRE

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 28 · Bottom 25%
Fair Value upside +21% · Top 25%
Return on assets -8% · Below median
Net margin (TTM) 0% · Above median
Operating margin (TTM) 0% · Below median
Revenue growth -25% · Below median

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

P/B 1.17× · Cheaper 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 100 · sector 96
DIVIDEND 0 · sector 21

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 Jul 12, 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 Dreadnought Resources Limited (DRE) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of A$0.0170 versus a price of A$0.0140, about +21% (undervalued).
What is the fair value of DRE?
Our model-based fair value for Dreadnought Resources Limited is A$0.0170 (as of Jul 12, 2026), built from audited fundamentals. The current price is A$0.0140.
What is the quality score of DRE?
Dreadnought Resources Limited has a Quality Score of 28/100. 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 Dreadnought Resources Limited (DRE)?
Dreadnought Resources Limited reported trailing-twelve-month revenue of about A$27.7K (latest available figure, as of Jul 12, 2026).
What is the net profit margin of DRE?
The net profit margin of Dreadnought Resources 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.

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