OZ Minerals Limited chart

Last update: 2021-02-19
Key statistics and financials
Revenue per share 6.30
Dividend & Yield0.26$ (1.02%)
Beta 1.35
Market capitalization 8.7B
Operating cash flow 971M
ESG Scores unknown

Company description

OZ Minerals Limited engages in the exploration, development, mining, and processing of mining projects in Australia. The company primarily explores for copper, gold, silver, nickel, iron oxide, zinc, and lead deposits. It owns and operates the Prominent Hill mine located in northern South Australia; the Carrapateena project located in South Australia; and the Antas mine located in the state of Pará in the northern region of Brazil. The company also holds interests in the West Musgrave copper-nickel project located in the Musgrave Province, Western Australia; Pedra Branca project located in the southern part of the Carajás in the state of Pará in the North of Brazil; and the CentroGold project located in the state of Maranhão in northern Brazil. In addition, it has interests in the Paraiso, Pantera, Lannavaara, Coompana, and Eloise properties. The company was incorporated in 1932 and is headquartered in Adelaide, Australia.

Sector: Basic Materials - Industry: Copper

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 35.1M 26.3M 69.8M 44.4M
Total Cashflows From Investing Activities -609.7M -763.9M -520.2M -630.2M
Net Borrowings -47.3M -47.3M 44.8M -176M
Total Cash From Financing Activities -67.6M -121.6M -28.4M -256.8M
Change To Operating Activities -31.4M 55.6M 35.6M -42.6M
Issuance Of Stock
Net Income 222.4M 163.9M 212.6M 530.7M
Change In Cash -224.3M -371.1M -2.3M 83.7M
Effect Of Exchange Rate 3.4M 3.8M -4.1M -300k
Total Cash From Operating Activities 449.6M 510.6M 550.4M 971M
Depreciation 148.3M 121.4M 237.7M 298.1M
Change To Account Receivables 46.8M -13.4M -67.3M -83.4M
Other Cashflows From Financing Activities
Change To Netincome 7M 4.6M 10.5M 11M
Capital Expenditures -426.4M -763.9M -563.2M -644.2M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 312.9M 228.6M 295.8M 756.6M
Net Income 222.4M 163.9M 212.6M 530.7M
Selling General Administrative 101.9M 130.7M 106.5M 142.1M
Gross Profit 479.3M 461.5M 504.8M 979M
Ebit 296M 232.4M 343.3M 780.6M
Operating Income 296M 232.4M 343.3M 780.6M
Interest Expense -5.1M -10M -27.5M -39.6M
Income Tax Expense 90.5M 64.7M 83.2M 225.9M
Total Revenue 1.12B 1.11B 1.34B 2.1B
Cost Of Revenue 637.7M 645.5M 837.2M 1.12B
Total Other Income ExpenseNet 16.9M -3.8M -47.5M -24M
Net Income From Continuing Ops 222.4M 163.9M 212.6M 530.7M
Net Income Applicable To Common Shares 222.4M 163.9M 212.6M 530.7M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 527.7M 834.1M 1.54B 1.57B
Total Stockholder Equity 2.92B 2.98B 3.21B 3.73B
Other Current Liabilities 20.3M 75.2M 63.6M 64.9M
Total Assets 3.44B 3.81B 4.76B 5.3B
Common Stock 2.28B 2.28B 2.37B 2.4B
Other Current Assets 17.9M
Retained Earnings 638.5M 721.2M 873.7M 1.32B
Treasury Stock -3.7M -21.7M -33.7M 13.9M
Cash 505.1M 134M 131.7M 215.4M
Total Current Liabilities 178.1M 296.1M 446.9M 403.5M
Other Stockholder Equity -2.5M -21.7M -33.7M 13.9M
Property, Plant, and Equipment 2.08B 2.98B 3.88B 4.37B
Total Current Assets 904.1M 486.5M 569.3M 771M
Net Tangible Assets 2.92B 2.98B 3.21B 3.73B
Net Receivables 98M 106.5M 173.8M 257.2M
Accounts Payable 145.1M 168.6M 190.1M 232.1M


Insider Transactions

Here are the insider transactions of stock shares related to OZ Minerals Limited:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Seville (Richard Phillip)Acquisition at price 18.02 per share.D2022-03-11Independent Non-Executive Director85
Seville (Richard Phillip)Purchase at price 17.55 per share.D2022-02-24Independent Non-Executive Director5k
McGrath (Rebecca Joy)Purchase at price 18.14 per share.D2022-02-23Independent Chairman Of The Board4k
Cole (Andrew)D2022-02-08Chief Executive Officer163.59k
Irwin (Mark)D2021-12-31Divisional Officer51.3k
Ranson (Warrick)D2021-12-31Chief Financial Officer51.34k
Seville (Richard Phillip)Acquisition at price 16.07 per share.D2021-09-07Independent Non-Executive Director85
Ryan (Sarah Elizabeth)Purchase at price 17.66 per share.D2021-09-02Independent Non-Executive Director3k
Ryan (Sarah Elizabeth)Purchase at price 17.65 per share.D2021-09-01Independent Non-Executive Director3k
Cole (Andrew)D2021-03-09Chief Executive Officer130.28k
Cole (Andrew)D2021-03-09Chief Executive Officer130.28k
Cole (Andrew)D2021-02-04Chief Executive Officer130.28k
Irwin (Mark)D2020-12-31Divisional Officer11.4k
Sartain (Charlie)Sale at price 14.03 per share.D2020-12-09Independent Non-Executive Director50k
Seville (Richard Phillip)Purchase at price 3.50 per share.D2020-03-23Director (Non-Executive)826
Seville (Richard Phillip)Purchase at price 3.80 per share.D2020-03-20Director (Non-Executive)754
Sartain (Charlie)Purchase at price 3.67 per share.D2020-03-19Independent Non-Executive Director30k
Dwyer (Tonianne)Purchase at price 4.24 per share.D2020-03-18Director (Non-Executive)4.9k
McGrath (Rebecca Joy)Purchase at price 4.48 per share.D2020-03-16Chairman of the Board5.46k
Seville (Richard Phillip)Purchase at price 6.10 per share.D2020-03-04Director (Non-Executive)5k
Wasow (Peter Christopher)Purchase at price 6.00 per share.D2020-03-04Director (Non-Executive)1k
Seville (Richard Phillip)Purchase at price 6.08 per share.D2020-03-03Director (Non-Executive)5k
Wasow (Peter Christopher)Purchase at price 6.06 per share.D2020-03-03Director (Non-Executive)5k
Sartain (Charlie)Purchase at price 5.97 per share.D2020-02-27Independent Non-Executive Director30k
McGrath (Rebecca Joy)Purchase at price 6.69 per share.D2020-02-20Chairman of the Board4k
Cole (Andrew)Conversion at price 0.16 per share.D2020-01-22Chief Executive Officer135.45k
Dwyer (Tonianne)Purchase at price 6.43 per share.D2019-05-29Director (Non-Executive)5k
McGrath (Rebecca Joy)Purchase at price 6.34 per share.D2019-05-21Chairman of the Board4.9k
Wasow (Peter Christopher)Purchase at price 7.05 per share.D2019-03-12Director (Non-Executive)6k
Cole (Andrew)D2019-03-08Chief Executive Officer177.76k
Cole (Andrew)D2018-08-20Chief Executive Officer154.34k
McGrath (Rebecca Joy)Purchase at price 6.58 per share.D2018-08-17Director (Independent)2.15k
Wasow (Peter Christopher)Purchase at price 6.98 per share.D2018-05-02Director (Non-Executive)4k
McGrath (Rebecca Joy)Purchase at price 6.89 per share.D2018-05-01Director (Independent)2.75k
Wasow (Peter Christopher)Purchase at price 6.95 per share.D2018-05-01Director (Non-Executive)4k
Lenegan (Charles)D2018-04-24Retired20.75k
Tomsett (Peter)Purchase at price 7.22 per share.D2018-04-19Independent Non-Executive Director10k
Beeby (Julie)Purchase at price 6.49 per share.D2017-11-27Director (Non-Executive)3.5k
McGrath (Rebecca Joy)Purchase at price 6.48 per share.D2017-11-23Director (Independent)5k
Dowd (Paul John)D2017-05-24Retired10.8k
Hamilton (Neil Douglas)D2017-05-24Retired39.5k
McGrath (Rebecca Joy)Purchase at price 5.14 per share.D2017-05-03Director (Independent)1.44k
McGrath (Rebecca Joy)Purchase at price 5.37 per share.D2017-05-01Director (Independent)2.8k
Dwyer (Tonianne)Purchase at price 6.21 per share.D2017-03-28Director (Non-Executive)10k
Beeby (Julie)Purchase at price 6.83 per share.D2017-03-03Director (Non-Executive)2.5k
McGrath (Rebecca Joy)Purchase at price 7.27 per share.D2017-02-28Director (Independent)3.15k
Beeby (Julie)Purchase at price 5.20 per share.D2016-08-17Director (Non-Executive)3k
Beeby (Julie)Purchase at price 4.27 per share.D2016-06-09Director (Non-Executive)5k
McGrath (Rebecca Joy)Purchase at price 4.23 per share.D2016-06-08Director (Independent)3.52k
McGrath (Rebecca Joy)Purchase at price 4.04 per share.D2016-03-08Director (Independent)4.38k
Jamieson (Brian)D2015-05-25Former28.53k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to OZ Minerals Limited. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on OZ Minerals Limited

Here is the result of two systematic investment strategies applied to OZ Minerals Limited. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on OZ Minerals Limited

The following chart shows the equity curve of the two systematic investment strategies applied to OZ Minerals Limited:

OZ Minerals Limited automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 107.27% on the backtest period.

Performance at glance

Performance

107.27 %

Latent gain

2419.67 $

Invested capital

2255.65 $

Annualized return

26.16 %
Build your Trading System
Automated Trading using Prorealtime ebook

Momentum strategy results on OZ Minerals Limited

This is the result of two momentum investment strategies applied to OZ Minerals Limited. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on OZ Minerals Limited

The following chart shows all the entries opened by the momentum investment system on OZ Minerals Limited:

OZ Minerals Limited momentum entries
  • The first momentum investment strategy would give 110.48% of return on OZ Minerals Limited. That represents 3867.98$ of latent gain with 3500.94$ of employed capital.
  • The second momentum investment strategy would give 113.33% of return on OZ Minerals Limited. That represents 4251.99$ of latent gain with 3751.85$ of employed capital.
Performance at glance (1Q Momentum)

Performance

110.48 %

Latent gain

3867.98 $

Invested capital

3500.94 $

Annualized return

52.89 %
Performance at glance (2Q Momentum)

Performance

113.33 %

Latent gain

4251.99 $

Invested capital

3751.85 $

Annualized return

31.31 %

Momentum equity curve on OZ Minerals Limited

The following chart shows the equity curve of the two momentum strategies applied to OZ Minerals Limited:

OZ Minerals Limited momentum equity

Note: the dividends potentially given by OZ Minerals Limited are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on OZ Minerals Limited

The following chart shows the employed capital evolution of the two momentum strategies on OZ Minerals Limited since the beginning:

OZ Minerals Limited

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on OZ Minerals Limited

Buy the dip entry openings on OZ Minerals Limited

OZ Minerals Limited

The performance achieved by the robo-advisor on OZ Minerals Limited is 111.06%. That represents 556.83$ of latent gain with 501.37$ of employed capital. The following chart shows OZ Minerals Limited stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of OZ Minerals Limited, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

111.06 %

Latent gain

556.83 $

Invested capital

501.37 $

Annualized return

52.89 %

Equity curve of the strategy applied to OZ Minerals Limited

The following chart shows the result of the investment strategy applied to OZ Minerals Limited:

OZ Minerals Limited

Note: the dividends potentially given by OZ Minerals Limited are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on OZ Minerals Limited

The following chart shows the employed capital evolution since the beginning of the investment strategy on OZ Minerals Limited:

OZ Minerals Limited

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on OZ Minerals Limited

In this section, I will compare the three previous investment strategies applied to OZ Minerals Limited.

Equity curve comparison on OZ Minerals Limited

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

OZ Minerals Limited investment strategy comparison

Employed capital comparison on OZ Minerals Limited

OZ Minerals Limited investment comparison

Performance comparison on OZ Minerals Limited

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 107.27% 2419.67$ 2255.65$ 26.16%
Momentum 1 quarter 110.48% 3867.98$ 3500.94$ 28.62%
Momentum 2 quarters 113.33% 4251.99$ 3751.85$ 31.31%
Non-directional 111.06% 556.83$ 501.37$ 52.89%
Annualized return comparison

Automatic investment

26.16 %

Momentum 1Q

31.31 %

Momentum 2Q

31.31 %

Non-directional

52.89 %

Correlated stocks

Here are the most positively and negatively correlated stocks with OZ Minerals Limited:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between OZ Minerals Limited and the other stocks. There may be false positives or some missing correlated stocks. If the price of OZ Minerals Limited does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name OZ Minerals Limited
Country Australia
City Adelaide
Address 2 Hamra Drive
Phone 61 8 8229 6600
Website www.ozminerals.com
FullTime employees 1037
Industry Copper
Sector Basic Materials
Exchange XASX
Ticker OZL.XASX
Market www2.asx.com.au

OZ Minerals Limited ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown