A Fresh Look at Aeris Resources (ASX:AIS) Valuation After Robert Millner AO’s Board Resignation

Simply Wall St.12-03

Aeris Resources (ASX:AIS) has landed back on investor radars after Non Executive Director Robert Millner AO resigned with immediate effect, prompting a board refresh process that could subtly reshape ...

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Yet longer term total shareholder returns over...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"AIS":"VistaShares Artificial Intelligence Supercycle ETF","AIS.AU":"AERIS RESOURCES LTD","BK7110":"铜"},"translate_title":"Robert Millner AO董事会辞职后重新审视Aeris Resources(ASX：AIS)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIS.AU":1.5,"AIS":1.5},"content_text":"Aeris Resources (ASX:AIS) has landed back on investor radars after Non Executive Director Robert Millner AO resigned with immediate effect, prompting a board refresh process that could subtly reshape its strategic direction. See our latest analysis for Aeris Resources. That board change lands at a time when sentiment has clearly shifted, with the share price up 6.52 percent over one day and delivering an 84.91 percent 90 day share price return. Yet longer term total shareholder returns over three and five years remain slightly negative, suggesting momentum is rebuilding from a low base rather than the end of a long winning streak. If this governance shake up has you rethinking your portfolio, it could also be a good moment to explore fast growing stocks with high insider ownership for other momentum backed opportunities. With earnings rebounding, a sizeable intrinsic value discount and analyst targets still above the current A$0.49 share price, is Aeris quietly undervalued, or are investors already pricing in a full copper led recovery? AdvertisementMost Popular Narrative: 20.7% Undervalued Against a last close of A$0.49, the most widely followed narrative points to a fair value around A$0.62, implying meaningful upside if its assumptions hold.  The Constellation deposit presents a significant opportunity for increasing production, with updated reserves indicating a larger open pit than initially expected. This is expected to provide a baseload feed to the Tritton mill for several years, leading to sustainable revenue growth and improved earnings.  Read the complete narrative. Curious how a miner with modest growth expectations still earns a double digit discount to fair value? The narrative leans on durable margins, disciplined capital, and a future earnings multiple that might surprise you. Want to see the full set of assumptions driving that upside case? Read on. Result: Fair Value of $0.62 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, delays at Murrawombie, or further cash strain from bonding and capex, could quickly dent margins and challenge that undervaluation thesis. Find out about the key risks to this Aeris Resources narrative.  Build Your Own Aeris Resources Narrative If you see the story differently or would rather dig into the numbers yourself, you can build a personalised view in just minutes: Do it your way. A great starting point for your Aeris Resources research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? Before you move on, you may want to explore additional opportunities from our screeners so you are not left reacting to the market later.  Seek potentially mispriced opportunities by targeting companies trading below their estimated worth using these 932 undervalued stocks based on cash flows. Explore the theme of intelligent automation by focusing on innovators reshaping industries through these 24 AI penny stocks. Review potential income opportunities by looking at regular payers with these 14 dividend stocks with yields > 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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