Australian Gold, Lithium & Uranium Coverage: Coverage Summary, Forecasts and Spot Pricing Scenarios

This Goldman Sachs report presents a coverage summary of Australian gold, lithium and uranium companies, combining ratings, price targets and NAV valuations with company forecasts and spot-pricing scenarios. It compares the Goldman Sachs base case (GSe) with spot prices, illustrating differences across covered miners in FCF, EV/EBITDA, dividend yield and EBITDA/EBITDA margin metrics, and provides long-term and near-term commodity and FX forecasts for iron ore, copper, aluminium, gold, silver, uranium and lithium. The team rates IGO, NEM, NST, BGL, RMS, GMD, WGX, PNR and WA1 as Buy, PLS and BOE as Sell, and LTR, CXO, MIN, PDN, DYL, EVN, VAU, CMM and GPP as Neutral.