North Stawell Minerals Limited (NSM.AX)

North Stawell Minerals Limited (NSM.AX) — VMCI valuation read

Composite valuation read on NSM.AX: VMCI 44/100 against a Basic Materials sector median of 50. The 6-point below-median print is the headline number for North Stawell Minerals Limited, and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for NSM.AX: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on NSM.AX: NSM.AX trades at 21.0x earnings, 17% above the Basic Materials median of 18.0x; ROIC of 9.0% trails the Basic Materials median (10.0%) by 1.0pp; net debt to EBITDA of -2.0x leaves covenant headroom. EV/EBITDA at 14.0x versus 12.0x for Basic Materials closes the value frame.

NSM.AX rose 0.4% over the trailing 7 days, with a -3.7% read on a 30-day basis.