MRF.JO
Strong BuyFull HouseAI concernMerafe Resources Limited · Basic Materials · South Africa · $204M
138.00c +0.0% · close 2 Oct · scored 3 Oct
Full House: Strong business, sensible price, market agrees. The rare full house.
Strong on the numbers, but the AI review named a specific concern. Its reason is in the AI review below.
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
While Merafe Resources benefits from its chrome production, the thesis lacks the quality-compounder characteristics required by the fund; it is a commodity-cyclical play susceptible to volatile pricing, failing to meet the long-term compounding criteria.
ABOUT MERAFE RESOURCES LIMITED
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Merafe Resources Limited, together with its subsidiaries, engages in the mining and beneficiation of chrome ore into ferrochrome and associated minerals.
FINANCIAL SUMMARY (ZAR)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 7.9B | 9.2B | 8.4B | 5.8B | -9.9% | 6.8B | 7.5B | 10.7B | 35.7% |
| EPS (ZAc) | 56.40 | 70.10 | 26.70 | 5.70 | -53.4% | 17.01 | 5.00 | 33.00 | 140.6% |
| Shares | 2.5B | 2.5B | 2.5B | 2.5B | 0.0% | 2.5B | — | — | — |
| Debt | 134.8M | 9.1M | 5.9M | 4.7M | -67.3% | 4.1M | — | — | — |
| Equity | 4.3B | 5.3B | 4.9B | 4.7B | 2.9% | — | — | — | — |
| Op CF | 1.7B | 1.9B | 1.7B | 609.8M | -28.9% | 1.6B | — | — | — |
| Inv CF | -497.8M | -671.4M | -785.5M | -453.5M | — | — | — | — | — |
| Fin CF | -853.8M | -828.6M | -1.1B | -301.2M | — | — | — | — | — |
Calmer than 70% of stocks we rank over the past year (31% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of MRF.JO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MRF.JO | Merafe Resources Limited(you) | $204M | 100 | Strong Buy |
| ATM.L | Andrada Mining Limited | $198M | 33 | Sell |
| ARI.JO | African Rainbow Minerals Limited | $2.0B | 55 | Hold |
| WEZ.JO | Wesizwe Platinum Limited | $68M | 30 | Sell |
| ART.JO | Argent Industrial Limited | $129M | 100 | Strong Buy |
| PPC.JO | PPC Ltd | $710M | 98 | Strong Buy |
| AFE.JO | AECI Ltd | $651M | 90 | Strong Buy |
| YRK.JO | York Timber Holdings Limited | $55M | 74 | Buy |
| AFT.JO | Afrimat Limited | $285M | 49 | Hold |
| PAF.L | Pan African Resources PLC | $3.6B | 97 | Strong Buy |
Peer medians: ROE 29.2% · P/E 8.1x · Gross margin 35.4%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.