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Lord Resources Limited (LRD) Fair Value & Analysis

Basic Materials · AU · Market cap A$2.5M

LR Lord Resources Limited LRD · AU
PriceA$0.0140
Fair ValueA$0.0085
Upside-39.3%
Quality29/100
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Mixed Growth
Thin margins · 0.0% net margin
negative free cash flow
Trails peers (3/8)
Narrow moat 8/100
Evidence: Low Share as image

Fair value as of: Jul 17, 2026

From 2 valuation models · updated 24 days ago

Below-average quality, and screening another 39% overvalued on our models.

What matters now

  • Weak quality (29/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (4 years)

A$0.3950 A$0.0130 Fair Value A$0.0085 Apr 2022 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

52‑month range A$0.0130 – A$0.3950 · the A$0.0140 price screens above the A$0.0085 fair value. Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Lord Resources Limited (LRD) currently trades at A$0.0140, while our model-based Fair Value estimate is A$0.0085, implying the stock looks roughly 39.3% overvalued today. The Quality Score stands at 29/100 (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 A$372K. Fundamentals as of Jul 17, 2026

The share trades about 78% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at -39%, LRD screens richer 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
NCAV (Graham) A$0.0100 A$0.0100 A$0.0100 50
All 2 models by family
Dividend Discount
Gordon GGM A$0.0100 70
Asset-Based
NCAV (Graham) A$0.0100 A$0.0100 A$0.0100 50

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Key figures & financial health

Revenue (TTM) A$372K
Revenue growth (YoY) +542%
Return on equity -105%
Free cash flow −A$1.3M FY2025
Operating margin -533%
EPS (TTM) A$-0.0200
More key figures
Net cash A$876K FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 29/100

Of which business quality 33 · Market factors (momentum, volatility) 19

Profitability 0
Margins and returns on capital today
Quality Growth 52
Are margins and returns improving?
Cashflow 5
Earnings quality: real cash, not paper profit
Fin. Strength 75
Balance sheet, leverage, solvency risk
Investment 87
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 7
Price trend over the last 3–12 months (market factor)
52W Momentum 2
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

Lord Resources Limited engages in acquiring and exploring of mineral interests in Western Australia. It explores for gold, lithium, copper, nickel, precious metals, and energy. The company was formerly known as ENEABBA GAS LIMITED. Lord Resources Limited was incorporated in 2003 and is based in Mount Hawthorn, Australia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Lord Resources Limited reported revenue of A$81.2K in FY2025 versus A$36 in FY2021, a compound +589.2%/yr. Reported net income was −A$1.7M 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$81.2K
Latest YoY
+59.0%
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.
+78.2%
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.
+229.2%
Avg. growth/yr (17Y) 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.
−16.4%
Revenue +589.2%/yr
FY21 A$36
FY22 A$14.4K
FY23 A$108K
FY24 A$51.1K
FY25 A$81.2K
Net income
FY21 −A$179K
FY22 −A$1.4M
FY23 −A$2.4M
FY24 −A$2.1M
FY25 −A$1.7M

LRD screens 39% overvalued. Compare with BHP Group →

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

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 29 · Below median
Fair Value upside −39% · Below median
Return on assets -59% · Bottom 25%
Net margin (TTM) 0% · Above median
Revenue growth 542% · Top 25%

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

P/B 0.76× · Cheaper than median
P/S (TTM) 4.70× · 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 0 · sector 0
FUTURE 100 · sector 23
PAST 0 · sector 0
HEALTH 0 · sector 96
DIVIDEND 0 · sector 21

VALUE 0: the price sits above our fair-value range.

Insider activity: 30/100

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 Jul 17, 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 Lord Resources Limited (LRD) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of A$0.0085 versus a price of A$0.0140, about −39% (overvalued).
What is the fair value of LRD?
Our model-based fair value for Lord Resources Limited is A$0.0085 (as of Jul 17, 2026), built from audited fundamentals. The current price is A$0.0140.
What is the quality score of LRD?
Lord Resources Limited has a Quality Score of 29/100. 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 Lord Resources Limited (LRD)?
Lord Resources Limited reported trailing-twelve-month revenue of about A$372K (latest available figure, as of Jul 17, 2026).
What is the net profit margin of LRD?
The net profit margin of Lord 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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