CPR Trading Statement Bearish

COPPER 360 LIMITED - Trading Statement Update: Restatement of Previously published Basic, Diluted and Headline Loss per Share

Copper 360 Limited
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What this filing means

Copper 360 has restated FY26 headline loss per share 40.6% wider than the figures it published on 1 June 2026, from (19.46) cents to (27.36) cents, with basic and diluted loss per share widening 39.6% to (27.87) cents. The driver is a non-cash IFRIC 19 remeasurement on shares issued to creditors during the recapitalisation — an extra R112.8m loss, exactly offset by added stated capital, leaving total equity unchanged. Management argues underlying operations are unaffected. The audit is still in…

Bull case

  • The entire widening of headline and basic LPS arises from non-cash IFRS remeasurement adjustments that management explicitly state do not affect cash resources, liquidity, or underlying operations.
  • The largest single driver — the R112.8m IFRIC 19 remeasurement — is equity-neutral, with the extra P&L loss exactly offset by a corresponding increase in stated capital, leaving total equity unchanged.

Bear case

  • Group loss attributable to ordinary shareholders of approximately R358.99 million is roughly 27% of the ~R1.33 billion market capitalisation, underscoring the scale of profitability deterioration even before considering the still-incomplete audit.
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Category
Trading Statement
Event posture
Bearish Continuation
Published
Jul 31, 2026

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