Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LSX.AX
Strong BuyFull HouseFLAGLion Selection Group Limited · Basic Materials · Australia · $98M · Avg Vol: $86K/d
Lion Selection Group acts as a focused mining investment house. While they are positioned for the resource super-cycle, the fund is effectively a proxy for the underlying portfolio of junior miners. Recent insider buying suggests management confidence in their current deployment strategy, but as a pass-through entity, they are subject to the liquidity and volatility of the micro-cap mining sector.
COMPANY DESCRIPTION
Lion Selection Group Limited is a mining-focused investment company that provides funding and strategic support to junior gold and base metal exploration companies. The company employs a disciplined investment model, targeting early-stage opportunities with high growth potential and guiding them through to development or corporate exit. Its competitive advantage is built on a highly experienced board, a strong cash position, and a proven track record of generating substantial capital returns for shareholders.
FINANCIAL SUMMARY (AUD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 8.3M | 3.1M | 4.0M | 46.2M | 77.1% | 65.2M |
| EPS (AUD) | 0.06 | 0.00 | 0.01 | 0.28 | 66.7% | 0.38 |
| Shares | 148.4M | 141.2M | 141.2M | 141.2M | -4.9% | 143.3M |
| Debt | 0.4M | 0.3M | 0.2M | 0.1M | -31.9% | 72.7K |
| Equity | 96.9M | 89.0M | 88.0M | 127.5M | 9.6% | — |
| Op CF | -2.0M | -1.4M | 1.0M | 0.8M | -19.4% | -1.0M |
| Inv CF | 21.7M | -3.1M | 5.3M | -3.4M | — | — |
| Fin CF | -6.1M | -8.7M | -2.2M | -97.0K | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of LSX.AX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LSX.AX | Lion Selection Group Limited(you) | $98M | 100 | Strong Buy |
| 1712.HK | Dragon Mining Limited | $180M | 99 | Strong Buy |
| TBR.AX | Tribune Resources Limited | $214M | 97 | Strong Buy |
| FML.AX | Focus Minerals Limited | $446M | 93 | Strong Buy |
| BCN.AX | Beacon Minerals Limited | $308M | 79 | Buy |
| KAU.AX | Kaiser Reef Limited | $104M | 57 | Hold |
| KCN.AX | Kingsgate Consolidated Limited | $1.0B | 95 | Strong Buy |
| ALK.TO | Alkane Resources Ltd | $1.9B | 99 | Strong Buy |
| CYL.AX | Catalyst Metals Limited | $1.3B | 90 | Strong Buy |
| RSG.L | Resolute Mining Limited | $2.2B | 98 | Strong Buy |
Peer medians: ROE -8.3% · P/E 14.4x · Gross margin 52.1%