A Look At Vulcan Energy Resources (ASX:VUL) Valuation After Strong Lionheart Well Test Results

Simply Wall St.01-23

AdvertisementWhy the Lionheart well test matters for Vulcan Energy Resources Vulcan Energy Resources (ASX:VUL) has reported successful production test results from its first new Lionheart well in ...

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The results confirm strong flow rates that support its Phase One lithium project plan.\nThe well, LSC-1bsidetrack in the Upper Rhine Valley Brine Field, showed potential production capacity of 105 to 125 litres per second. This compares with the field development plan assumption of about 84 to 94 litres...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LCAPU":"Lionheart Acquisition Corporation II","BK7095":"多种金属与采矿","BK7504":"锂钴概念","VUL.AU":"VULCAN ENERGY RESOURCES LTD"},"translate_title":"Lionheart油井测试结果强劲后Vulcan Energy Resources(ASX：VUL)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VUL.AU":1.5,"DCF":1,"LCAPU":1.5},"content_text":"AdvertisementWhy the Lionheart well test matters for Vulcan Energy Resources Vulcan Energy Resources (ASX:VUL) has reported successful production test results from its first new Lionheart well in Germany. The results confirm strong flow rates that support its Phase One lithium project plan. The well, LSC-1bsidetrack in the Upper Rhine Valley Brine Field, showed potential production capacity of 105 to 125 litres per second. This compares with the field development plan assumption of about 84 to 94 litres per second. These results support Vulcan’s assumptions about subsurface conditions and feed into a fully funded project targeting 24,000 tonnes of lithium hydroxide monohydrate output each year by 2028 for the European battery and electric vehicle supply chain. See our latest analysis for Vulcan Energy Resources. Against the backdrop of the Lionheart well result, Vulcan Energy Resources’ A$4.46 share price comes after a 1 day share price return of a 1.33% decline, a 90 day share price return of a 29.98% decline, and a 1 year total shareholder return of 2.51%, pointing to weak recent momentum but only modest gains for longer term holders. If this kind of project update has your attention, it could be a good moment to widen your search and check out fast growing stocks with high insider ownership. With Lionheart proving its flow potential and the share price weaker over 90 days but ahead over 1 year, the real question is whether Vulcan is quietly undervalued or whether the market is already pricing in future growth. Preferred Price-to-Book of 3.8x: Is it justified? On Simply Wall St estimates, Vulcan Energy Resources is flagged as trading at an 89.2% discount to their assessed future cash flow value, with the shares at A$4.46. That DCF view sits alongside a current P/B ratio of 3.8x, which is lower than the 6.9x peer average but higher than the 2.8x Australian Metals and Mining industry average. The P/B multiple compares Vulcan’s market value to its book value, which for a pre profit, asset heavy business like this can be a useful cross check. A 3.8x P/B suggests the market is assigning a premium to the company’s net assets, potentially reflecting expectations around its lithium and geothermal projects, even while reported net income is a loss of €53.7m and the company remains unprofitable. Against direct peers, that 3.8x level is framed as “good value” versus the 6.9x peer average, which implies investors are paying a lower price for each unit of book value than in that group. Compared with the broader Australian Metals and Mining industry at 2.8x, Vulcan screens as more expensive, which points to the market attaching a higher value to its assets than the typical miner, even though returns on equity are currently negative and profits are not forecast over the next three years. See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-book of 3.8x (ABOUT RIGHT) However, you still have to weigh project execution and funding risks for a pre-profit business with a €53.7m loss and a 29.98% 90-day share price decline. Find out about the key risks to this Vulcan Energy Resources narrative. Another angle on value: DCF vs the market price While the 3.8x P/B ratio suggests Vulcan Energy Resources sits between peers and the wider industry on asset pricing, the Simply Wall St DCF model arrives at an assessed future cash flow value of A$41.34 per share versus the current A$4.46. That is a very large gap, so the key question is whether this reflects mispricing or optimistic assumptions that may not play out. Look into how the SWS DCF model arrives at its fair value. VUL Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Vulcan Energy Resources for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 880 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Vulcan Energy Resources Narrative If you see the numbers differently or prefer to work through the data yourself, you can pull everything together into a custom view in a few minutes. Do it your way A great starting point for your Vulcan Energy Resources research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Ready to hunt for more ideas beyond Vulcan? If Vulcan has sharpened your focus, do not stop here. Broaden your watchlist now so you are not the one hearing about the next opportunity too late.  Spot potential mispricings early by scanning these 880 undervalued stocks based on cash flows that may offer more value than the market currently reflects. Back long term income goals by zeroing in on these 12 dividend stocks with yields > 3% that target yields above 3%. Stay ahead of digital trends by tracking these 19 cryptocurrency and blockchain stocks tied to cryptocurrency and blockchain themes.   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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