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CKA.AX ASX Iron & Steel

Cokal Ltd

A$0,05
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Mcap
P/E
EV / Rev
Div yield
Op margin
-187,5 %
ROE
46,2 %
Net margin
-215,0 %
Debt / equity
-1,99
Beta
52w range
Volume
Day range
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About

Cokal Ltd's capital structure is highly leveraged, with total liabilities of $64.2 million and total equity of -$15.7 million, resulting in a negative debt-to-equity ratio of -1.99. The company's liquidity position is weak, as evidenced by a current ratio of 0.12 and negative free cash flow of -$10.5 million, indicating significant cash outflows from operations and capital expenditures. The company holds only $631,000 in cash and equivalents, which is insufficient to cover its long-term debt of $31.4 million. Profitability metrics are deeply negative, with a return on assets of -15.01% and a return on equity of 46.21%, the latter being a distortion caused by the negative equity base. Gross profit is -$3.2 million, and operating income is -$6.3 million, reflecting a cost structure that exceeds revenue generation. These figures are well below the industry median for profitability metrics, indicating a company in distress relative to its peers. The company's revenue is concentrated in a single business segment, as disclosed in its latest financial filing, with no geographic diversification reported. This lack of diversification increases exposure to regional economic downturns and r

Business. Cokal Ltd (CKA.AX) is an iron and steel mining company listed on the Australian Securities Exchange. The firm operates within the Basic Materials sector, focusing on mineral resource extraction. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not available in the provided data. Consequently, the company is described at the industry level as a mining entity engaged in product sales.

Classification92 %
SectorBasic Materials
Business sectorMineral Resources
IndustryIron & Steel
ActivityMining
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
46,2 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning CKA.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,7 %+1,5 %
    Communication Services+2,2 %−5,5 %+1,5 %
    Energy+0,9 %+5,2 %+0,1 %
    Health Care+0,7 %−0,8 %−0,1 %
    Information Technology+0,2 %+8,1 %−0,5 %
    Consumer Discretionary+0,2 %+8,7 %−0,6 %
    Financials−0,3 %−2,8 %−1,0 %
    Consumer Staples−0,6 %+2,2 %−1,3 %
    Real Estate−0,7 %+10,9 %−1,5 %
    Industrials−1,1 %−0,3 %−1,9 %
    Utilities−1,9 %+28,2 %−2,6 %

    Developing storylines

    No tracked sagas currently linked to CKA.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-26 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Cokal Ltd (CKA.AX) is an iron and steel mining company listed on the Australian Securities Exchange. The firm operates within the Basic Materials sector, focusing on mineral resource extraction. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not available in the provided data. Consequently, the company is described at the industry level as a mining entity engaged in product sales.

    Classification92 %
    SectorBasic Materials
    Business sectorMineral Resources
    IndustryIron & Steel
    ActivityMining
    AI synthesis
    GENERATED

    Cokal Ltd's capital structure is highly leveraged, with total liabilities of $64.2 million and total equity of -$15.7 million, resulting in a negative debt-to-equity ratio of -1.99. The company's liquidity position is weak, as evidenced by a current ratio of 0.12 and negative free cash flow of -$10.5 million, indicating significant cash outflows from operations and capital expenditures. The company holds only $631,000 in cash and equivalents, which is insufficient to cover its long-term debt of $31.4 million.

    Profitability metrics are deeply negative, with a return on assets of -15.01% and a return on equity of 46.21%, the latter being a distortion caused by the negative equity base. Gross profit is -$3.2 million, and operating income is -$6.3 million, reflecting a cost structure that exceeds revenue generation. These figures are well below the industry median for profitability metrics, indicating a company in distress relative to its peers.

    The company's revenue is concentrated in a single business segment, as disclosed in its latest financial filing, with no geographic diversification reported. This lack of diversification increases exposure to regional economic downturns and regulatory changes affecting the mining industry.

    Growth trajectory is negative, with no revenue growth reported in the latest period and no forward-looking guidance provided in the outlook. Capital expenditures of -$3.9 million suggest continued investment in operations, but without a corresponding increase in revenue, this spending is not generating value. The company's operating cash flow of -$1.7 million further underscores the lack of operational momentum.

    Risk factors include a high liquidity risk due to negative net cash and a weak current ratio, as well as a credit risk from the high debt load relative to equity. The risk of dilution is currently low, as there is no indication of new share issuance or convertible debt in the latest filings. However, the company's negative equity position may necessitate future capital raising, which could lead to dilution.

    Recent events include the filing of a 10-K report that highlights ongoing operational losses and liquidity constraints. No recent earnings call transcripts or press releases have been disclosed that indicate a turnaround strategy or new market opportunities.

    Key takeaways
    • Cokal Ltd is operating at a significant loss, with negative gross profit, operating income, and net income.
    • The company's capital structure is highly leveraged, with total liabilities exceeding total assets.
    • Liquidity is critically low, with a current ratio of 0.12 and negative free cash flow.
    • The company's profitability metrics are among the worst in the industry, with a return on assets of -15.01%.
    • There is no geographic or segment diversification, increasing exposure to regional and operational risks.
    • The company's financial position suggests a high risk of insolvency without a significant improvement in operations or external financing.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$0,05
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    -A$15.7M
    Net cash
    -A$30.8M
    Current ratio
    0.1
    Debt / equity
    -2.0
    ROA
    -15.0%
    ROE
    46.2%
    Cash conversion
    23.0%
    CapEx / revenue
    -1.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-187,5 %Bottom quartile
    Net Margin-215,0 %Bottom quartile
    ROE46,2 %Best in class
    Capex / Rev-114,9 %Bottom quartile
    D/E-1,99Best in class
    Cash Conv0,23Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Physical assets

    1 tracked
    AssetTypeCommodityCountryRole
    Bumi Barito Mineral Coal MineCoal mineCoalIndonesiaParent
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

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    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Cokal Ltd Market data — financials · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    CKA.AXCanonical
    ASX · AUD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-26 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage