Why we don't show a single “fair value” for IZM
Even the conservative scenario ($4.11) sits far above today's price — trailing cash flows may be cyclically elevated. The honest lens is the question below: what growth does today's price actually require? The model scenarios are listed further down for reference.
What would today's price require?
$0.99 is justified only if free cash flow grows about -16.8% a year (fading to 2.5% long-run) at a 7.5% required return — slower than the company has actually grown.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 0.5%/yr | 8.5% | $4.11 |
| Base case | 2.5%/yr | 7.5% | $6.22 |
| Optimistic | 5.5%/yr | 6.5% | $10.06 |
| Third-party model estimate (FMP) | independent reference · retrieved Oct 6, 2026 · assumptions not provided | $22.27 | |
The FMP figure is a third-party point estimate. Its cash-flow forecast, discount rate, terminal growth, and valuation date are not included in the stored response, so TGMCharts presents it only as a reference—not as an intrinsic-value conclusion or price target.
Current Price
$0.99
Market-Implied Growth
-16.8%/yr
vs +2.5% 5Y actual
Base-Case Model Value
$6.22
model output — not a price target
Edit the assumptions to see how they change the estimated fair value. Opens seeded with TGM's data-driven base case for IZM (growth from its own 5-year record, discount from its beta), so the sandbox starts where the scenarios above leave off. Illustrative model — not investment advice.
Base inputs: FCF $1.0M · 0.00B shares · net debt $6.4M
Estimated Fair Value
$6.22
+527.0% vs $0.99
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 2.5%/yr FCF growth and 10-year horizon fixed. Green = above today's $0.99; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 5.5% | $8.87 | $10.31 | $12.23 | $14.91 | $18.93 |
| 6.5% | $6.53 | $7.40 | $8.48 | $9.86 | $11.71 |
| 7.5% | $4.97 | $5.54 | $6.22 | $7.06 | $8.10 |
| 8.5% | $3.86 | $4.26 | $4.72 | $5.27 | $5.93 |
| 9.5% | $3.02 | $3.31 | $3.65 | $4.03 | $4.48 |
