Price, volume & events
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- Last 2026-11-06
- A$1.725
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$2.4B
- EV
- A$1.9B
- Cash
- A$431.9M
- Debt
- A$16M
4 newer ASX announcements not yet reflected in this valuation
- 2026 AGM PresentationLatest Operating Presentation
- Company Secretary UpdatePost Annual Leadership Change
- Q1 FY27 Earnings Conference Call PresentationLatest Four Activities Reports
- Quarterly Report - September 2026Latest Four Activities Reports
Investment view
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Investment view
Our rating, thesis and what the price implies are available to subscribers.
Sign in or enter a guest codeAnnouncements
Latest 12 of 12All sources ▸- September 2026 Quarter Production UpdateOperations
- Annual Report to shareholdersResults
- FY26 Financial Results and DividendResults
- FY26 Production Delivered, Record Cash, Dividend ProposedOperations
- Quarterly Activity ReportResults
- March 2026 Quarter Production UpdateResults
- Amendment - Auditor Independence DeclarationResults
- Q2 FY 2026 Earnings Conference CallResults
- Q2 & H1 FY2026 Record Operating & Record Financial ResultsResults
- Half Year Financial Accounts & Appendix 4DResults
- Quarterly Activity ReportResults
- Q1 FY2026 Earnings PresentationResults
Event calendar · next 12 months
4 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| FY27; project-specific completion dates not confirmed | FY27 mine-life extensions and development programme | Construction Or Commissioning | Company Guided | High | A$160-190m group growth capital must translate into sustainable grade, mine access and production. |
| Later calendar 2026 as guided; no construction start implied | Boda-Kaiser Gateway application assessment | Permitting | Company Guided | Medium | Planning and baseline progress reduces a development gate but does not fund the A$1.78bn study case. |
| Calendar 2026 expectation | Majority of Lupin closure obligations expected complete | Other | Company Guided | Medium | Closure cash use and residual security releases can affect corporate liquidity. |
| 23 October 2026 | September quarter activities report and investor call | Results | Confirmed | High | Full cost and cash breakdown can confirm or challenge FY27 growth reinvestment and gold-only margins. |
Executive roster
As of 2026-10-02Background checks ▸Current senior executives and joint company secretaries disclosed in annual pages 2 and 125; former executives/directors omitted from current roster.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Nicholas Earner | Managing Director · Chief Executive Officer | Executive Director · Chief Executive | — | Annual Report to shareholders |
| James Carter | Chief Financial Officer | Finance | — | Annual Report to shareholders |
| Simon Parsons | Chief Operations Officer | Operations | 2026-01-14 | Annual Report to shareholders |
| Chris Davis | Chief Geologist | Technical | 2025-09-01 | Annual Report to shareholders |
| Richard Steenhof | General Counsel · Company Secretary | Company Secretary · Senior Management | 2026-04-02 | Annual Report to shareholders |
| Julia Beckett | Company Secretary | Company Secretary | — | Annual Report to shareholders |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Tomingley Gold Operations
Australia
Producer100% ownedGold
Owned by issuer subsidiaries; status as disclosed at cutoff.
- Production annualised (attributable)
- 86.0k ozd
- Production (last FY, 100%)
- 83.0k oz
- AISC (latest quarter)
- A$2,429/oz
- AISC margin at spot
- 58.5%m
- Delivery vs guidance
- NM
- Reserve life
- 7.7 yrsd
- Head grade
- 2.33 g/t
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured_indicated | 17.3M t ore | 2.1 g/t Au | Gold | 2026-06-30 |
| Mineral Resource | inferred | 3.5M t ore | 1.7 g/t Au | Gold | 2026-06-30 |
| Ore Reserve | proved_probable | 11.4M t ore | 1.7 g/t Au | Gold | 2026-06-30 |
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Tomingley Gold Extension approval (2023) | NSW Australia | Granted | — | No |
Core asset
Costerfield Gold-Antimony Mine
Australia
Producer100% ownedGoldOthers
Owned by issuer subsidiaries; status as disclosed at cutoff.
- Production annualised (attributable)
- 31.3k ozd
- Production (last FY, 100%)
- 37.1k oz
- AISC (latest quarter)
- NM
- AISC margin at spot
- —
- Delivery vs guidance
- NM
- Reserve life
- 4.6 yrsd
- Head grade
- 9.72 g/t
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured_indicated | 2M t ore | 6.0 g/t Au | Gold · Others | 2026-06-30 |
| Mineral Resource | inferred | 969K t ore | 3.6 g/t Au | Gold · Others | 2026-06-30 |
| Ore Reserve | proved_probable | 960K t ore | 5.5 g/t Au | Gold · Others | 2026-06-30 |
Core asset
Björkdal Gold Mine
Sweden
Producer100% ownedGold
Owned by issuer subsidiaries; status as disclosed at cutoff.
- Production annualised (attributable)
- 41.9k ozd
- Production (last FY, 100%)
- 38.2k oz
- AISC (latest quarter)
- A$3,979/oz
- AISC margin at spot
- 32.1%m
- Delivery vs guidance
- NM
- Reserve life
- 14.7 yrsd
- Head grade
- 1.16 g/t
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured_indicated | 22.5M t ore | 2.07 g/t Au | Gold | 2026-06-30 |
| Mineral Resource | inferred | 12.1M t ore | 1.57 g/t Au | Gold | 2026-06-30 |
| Ore Reserve | proved_probable | 13.1M t ore | 1.33 g/t Au | Gold | 2026-06-30 |
Material
Boda-Kaiser / Northern Molong Porphyry Project
Australia
Scoping Study Developer100% ownedGoldCopper
100%owned scoping-stage gold-copper option. Future partner route contemplated in study, with no binding financing or sale contract at cutoff.
- Contained metal (attributable)
- 8.3m ozd
- Resource grade
- 0.32 g/td
- % Measured + Indicated
- 67.1%d
- Resource tonnes
- 795.00 Mtd
- Our value per attrib. contained unit
- Locked
- Mining method
- Underground and open pit
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Published study economicsIssuer or study metrics
NPVA$1.8B7% discount
IRR24%Published return
Initial capexA$1.8BPublished capital estimate
Operating cost20.6AUD/t ore
Pre-tax, real 2024 AUD; operating cost AUD/t ore. Gold 3,500 AUD/oz, copper 15,000 AUD/t; no current-price study rerun.
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured_indicated | 537M t ore | 0.32 g/t Au | Gold · Copper | 2026-06-30 |
| Mineral Resource | inferred | 258M t ore | 0.33 g/t Au | Gold · Copper | 2026-06-30 |
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Mining and Petroleum Gateway assessment | NSW Australia | Pending | — | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Boda-Kaiser 20 Mtpa scoping case | Scoping Study | Reaffirmed | 2024-07-10 | 2024 real AUD, +/-35% accuracy, pre-tax NPV 1,808.5m at 7%; no post-tax NPV or finance commitment. 17-year case; first-five-year gold rate is not LOM annual production. |
Other
Peak Hill Gold Mine
Australia
Resource Stage100% ownedGold
Owned by issuer subsidiaries; status as disclosed at cutoff.
- Contained metal (attributable)
- 108.0k ozd
- Resource grade
- 3.29 g/td
- % Measured + Indicated
- 0%d
- Resource tonnes
- 1.02 Mtd
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | inferred | 1M t ore | 3.29 g/t Au | Gold | 2026-06-30 |
Other
Nagambie Mine conditional earn-in
Australia
Early Explorer0% ownedGoldOthers
Unexercised conditional earn-in; legal mine title100%Nagambie. Evaluation may be stopped; 60%/80% requires respective source spending. No attributable resource or mine production is booked.
- Ownership
- 0%d
- Commodity
- Aur
- Country
- AUr
- Best recent intercept (grade x width)
- —
- Metres drilled (12M)
- —
- Exploration spend (12M)
- —
Other
Southern Junee, Rockley, Cudal and Mt Conqueror
Australia
Early Explorer100% ownedGoldCopper
Owned by issuer subsidiaries; status as disclosed at cutoff.
- Ownership
- 100%
- Commodity
- Aur
- Country
- AUr
- Best recent intercept (grade x width)
- —
- Metres drilled (12M)
- —
- Exploration spend (12M)
- —
Other
Lupin closure and reclamation
Canada
Care And Maintenance100% ownedGold
Final closure and reclamation, majority works expected calendar 2026.
- Nameplate capacity
- —
- Restart capex
- —
- Contained metal (attributable)
- —
- Last production year
- —
- Target restart
- —
Project location
Approximate location
Loading imagery…
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Other
La Quebrada (divested 18 March 2026)
Chile
Divested0% ownedCopper
Divested18March2026; no further project asset value or recurring cash flows.
- Ownership
- 0%d
- Description
- Divested Chile exploration subsidiary on 18 March 2026
- Book value
- —
d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)
Stock database
Other assets
- Investee
- Adavale Resources
- Holding
- —
- Shares held
- —
- Market value
- —
- % of holder's market cap
- —
- Cost basis
- —
- Investee
- Medallion Metals
- Holding
- —
- Shares held
- 30.00m
- Market value
- —
- % of holder's market cap
- —
- Cost basis
- —
- Investee
- Nagambie Resources
- Holding
- —
- Shares held
- 166.70m
- Market value
- —
- % of holder's market cap
- —
- Cost basis
- —
- Investee
- Sky Metals
- Holding
- —
- Shares held
- 9.00m
- Market value
- —
- % of holder's market cap
- —
- Cost basis
- —
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
Cutoff nominal cash plus readily saleable bullion estimated A$441m (September 440 less October dividend3 plus estimated elapsed net generation4), with A$19m listed shares separately. A$110m RCF not drawn or relied on in model; initial three-year tenor from March 2026 and conditional extensions. Equipment debt16 and dated old tax/closure claims modeled separately.
Inventory composition4
A$90.486m audited inventory at cost includes ore stockpiles, in-circuit, finished goods and consumables. No gross inventory bridge addition. September cash and bullion are combined, so liquid bullion is included once in the cutoff liquid-assets estimate and operating NWC is separately estimated excluding liquid bullion.
- Ore stockpiles
- A$42.9M carrying
- Gold in circuit
- A$6.3M carrying
- Finished goods
- A$16.8M carrying
- Consumable stores
- A$24.4M carrying
Capital structure
Ownership and dilution
- Ordinary shares
- 1.4B
- Fully diluted
- 1.4B
605,541,892 opening ordinary + 759,335,771 merger shares + 917,304 rights vesting + 409,854 employee shares = 1,366,204,821. September 4 shareholder table confirms ordinary count; September 9 unlisted table shows 8,288,957 remaining nil-strike rights. Full vesting denominator 1,374,493,778; no option exercise proceeds. Weighted EPS denominators are not used.
Security classes3
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Fully paid ordinary shares | Ordinary Share | 1.4B | — | — |
| FY25 performance rights | Performance Right | 4.6M | A$0 | — |
| FY26 performance rights | Performance Right | 3.7M | A$0 | — |
KPI history
Operating metrics · Björkdal Gold Mine
| Metric | Unit | Trend | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|
| Björkdal Gold Mine physical gold production | oz Au | — | — | 9,935 | 10,482 | |
| bjorkdal physical gold production | oz Au | 9,888 | 12,433 | — | — |
KPI history
Operating metrics · Costerfield Gold-Antimony Mine
| Metric | Unit | Trend | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|
| Costerfield Gold-Antimony Mine physical gold production | oz Au | — | — | 10,117 | 7,835 | |
| costerfield physical gold production | oz Au | 10,790 | 10,584 | — | — |
KPI history
Operating metrics · Tomingley Gold Operations
| Metric | Unit | Trend | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|
| Tomingley Gold Operations physical gold production | oz Au | — | — | 20,896 | 21,506 | |
| tomingley physical gold production | oz Au | 22,089 | 21,652 | — | — |
Operating metric source table14
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Tomingley Gold Operations physical gold production | Tomingley | Q1 FY27 | Quarter | 21,506 oz Au | Reported |
| Tomingley Gold Operations physical gold production | Tomingley | Q4 FY26 | Quarter | 20,896 oz Au | Reported |
| Costerfield Gold-Antimony Mine physical gold production | Costerfield | Q1 FY27 | Quarter | 7,835 oz Au | Reported |
| Costerfield Gold-Antimony Mine physical gold production | Costerfield | Q4 FY26 | Quarter | 10,117 oz Au | Reported |
| Björkdal Gold Mine physical gold production | Bjorkdal | Q1 FY27 | Quarter | 10,482 oz Au | Reported |
| Björkdal Gold Mine physical gold production | Bjorkdal | Q4 FY26 | Quarter | 9,935 oz Au | Reported |
| Consolidated statutory AuEq; acquired mines from August 5 | Company | FY26 statutory consolidation | Year | 162,440 oz AuEq | Reported |
| Company-native AuEq AISC; separate from physical-gold costs | Company | FY26 statutory consolidation | Year | 2,907 AUD/oz AuEq | Reported |
| tomingley physical gold production | Tomingley | Q2 FY26 | Quarter | 22,089 oz Au | Reported |
| tomingley physical gold production | Tomingley | Q3 FY26 | Quarter | 21,652 oz Au | Reported |
| costerfield physical gold production | Costerfield | Q2 FY26 | Quarter | 10,790 oz Au | Reported |
| costerfield physical gold production | Costerfield | Q3 FY26 | Quarter | 10,584 oz Au | Reported |
| bjorkdal physical gold production | Bjorkdal | Q2 FY26 | Quarter | 9,888 oz Au | Reported |
| bjorkdal physical gold production | Bjorkdal | Q3 FY26 | Quarter | 12,433 oz Au | Reported |
Company guidance9
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Production | tomingley | FY27 | 78,000 | 84,000 oz Au | Current |
| AISC | tomingley | FY27 | 2,600 | 2,900 AUD/oz Au | Current |
| Growth CAPEX | tomingley | FY27 | 90,000,000 | 100,000,000 AUD | Current |
| Production | costerfield | FY27 | 44,000 | 48,000 oz AuEq | Current |
| AISC | costerfield | FY27 | 2,700 | 3,000 AUD/oz AuEq | Current |
| Growth CAPEX | costerfield | FY27 | 30,000,000 | 40,000,000 AUD | Current |
| Production | bjorkdal | FY27 | 41,000 | 45,000 oz Au | Current |
| AISC | bjorkdal | FY27 | 3,300 | 3,700 AUD/oz Au | Current |
| Growth CAPEX | bjorkdal | FY27 | 40,000,000 | 50,000,000 AUD | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-10-01Ann. 2026-08-21 | Dividend | A$27M | — | — | Completed | — |
Contracts and ownership
Material economic arrangements These are deals that can affect sales, costs, funding or ownership. An arrangement marked “Included in valuation” may already be built into a project estimate or the bridge to shareholder value. A separate amount is shown only when one can be estimated; do not add it again.
All identified live royalties, sales relationships, finite gold hedges, FX protection and Nagambie conditional earn-in reconciled. Commercial concentrate settlements and Costerfield FX option terms remain incomplete.
Source-reported state royalty; source AISC includes this cost. New DCF removes it from the AISC-derived cash-cost anchor and applies the stated rate once to forecast revenue.
Royalty · Active- Applies to
- Tomingley Gold Operations · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- rate: 4 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Source-reported state royalty; source AISC includes this cost. New DCF removes it from the AISC-derived cash-cost anchor and applies the stated rate once to forecast revenue.
Royalty · Active- Applies to
- Costerfield Gold-Antimony Mine · Gold · Others
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- rate: 2.75 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Source-reported state royalty; source AISC includes this cost. New DCF removes it from the AISC-derived cash-cost anchor and applies the stated rate once to forecast revenue.
Royalty · Active- Applies to
- Björkdal Gold Mine · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- rate: 0.2 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Customer relationships disclosed; detailed concentrate terms, expiry and payabilities beyond company AuEq 70% Sb convention are not disclosed. Provisional pricing introduces settlement risk.
Offtake · Active- Counterparties
- Macquarie Bank · ABC Refinery
- Applies to
- Tomingley Gold Operations · Gold
- Economic direction
- Mixed
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Customer relationships disclosed; detailed concentrate terms, expiry and payabilities beyond company AuEq 70% Sb convention are not disclosed. Provisional pricing introduces settlement risk.
Offtake · Active- Counterparties
- CPG Group · China National Gold Group
- Applies to
- Costerfield Gold-Antimony Mine · Gold · Others
- Economic direction
- Mixed
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Customer relationships disclosed; detailed concentrate terms, expiry and payabilities beyond company AuEq 70% Sb convention are not disclosed. Provisional pricing introduces settlement risk.
Offtake · Active- Counterparties
- Aurubis · Boliden
- Applies to
- Björkdal Gold Mine · Gold
- Economic direction
- Mixed
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
21,150 ounces remained at 30 September at annual weighted strike A$2,862/oz, for delivery by June 2027. Post-September delivery is estimated explicitly; no duplicate non-delivery liability is booked in a physical-delivery case.
Commodity Hedge · Active- Counterparties
- Macquarie Bank
- Applies to
- Tomingley Gold Operations · Gold
- Economic direction
- Mixed
- Period
- Through 2027-06-30; start date not stated
- Key terms
- remaining volume: 21,150 oz Au
fixed gold price: 2,862 AUD/oz Au
How it affects our valuation
No valuation treatment is available for this arrangement.
48,066 ounces outstanding at June, A$3,000 floor, through June 2027. Exact September residual is not provided; remaining notional is estimated pro rata and tested against zero protection.
Commodity Hedge · Active- Applies to
- Tomingley Gold Operations · Gold
- Economic direction
- Mixed
- Period
- Through 2027-06-30; start date not stated
- Key terms
- June outstanding volume: 48,066 oz Au
floor: 3,000 AUD/oz Au
How it affects our valuation
No valuation treatment is available for this arrangement.
Directors FY27 programme43,800 ounces, SEK31,611 floor (issuer approximate A$4,720), July2026-June2027. This is later than the note23 older SEK30,645 programme; only the newer residual is modeled.
Commodity Hedge · Active- Applies to
- Björkdal Gold Mine · Gold
- Economic direction
- Mixed
- Period
- Through 2027-06-30; start date not stated
- Key terms
- FY27 floor volume: 43,800 oz Au
floor: 31,611 SEK/oz Au
How it affects our valuation
No valuation treatment is available for this arrangement.
AUD:USD option protection is disclosed but notional, strike and timing are insufficient for a faithful payoff model. No manufactured FX benefit.
FX Hedge · Active- Applies to
- Costerfield Gold-Antimony Mine · Gold · Others
- Economic direction
- Mixed
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Twelve-month withdrawal option from9April2026; spend A$12.5m within3years to earn60%, then another A$15m (total27.5m) within5years to earn80%. JV formed at60%/80%, proportional subsequent funding, spare Costerfield capacity on agreed commercial terms. Nagambie dilution below10% converts to2%NSR cappedA$20m. No current mine equity earned.
Earn In · Conditional- Counterparties
- Nagambie Resources
- Applies to
- Nagambie Mine conditional earn-in · Gold · Others
- Economic direction
- Mixed
- Period
- From 2026-04-09; no end date stated
- Key terms
- 60% earn-in aggregate spend: 12,500,000 AUD
80% earn-in aggregate spend: 27,500,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
Valuation
Bear, base and bull values, investment cases, project valuations and the equity bridge are available to subscribers.
Sign in or enter a guest codeResource-price transmission
Sensitivity lab
Sensitivity lab
How our fair value responds to commodity prices and other drivers is available to subscribers.
Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
Alkane’s management combines long-standing Tomingley operating and finance experience with site and geological leadership from Mandalay. Group output increased after the 2025 acquisition and is not directly comparable with the prior year. Tomingley injury rates and unresolved Costerfield tailings proceedings warrant continued oversight. These are company-level outcomes, not findings of individual wrongdoing. Evidence on several managers remains limited.
Decision-relevant facts
Material summary
Nicholas Earner
Managing Director and Chief Executive Officer
SafetyIssuer Reported · Medium materiality
Reported Tomingley injury rates and later operational results
Alkane reported 21 recordable injuries at Tomingley in FY2024, including eight lost-time injuries, and a 31.22 total recordable injury frequency rate. The 2026 report later recorded 10 total recordable injuries and 14.5 per million hours at Tomingley in FY2026. Rates are company-reported and individual causation is not established.
Role overlaps event; causation unproven · Leadership or site role is contextual; no individual fault or cause is asserted.
Annual Report 2024 · p.46 Tomingley safety performance
2026 Annual Report · pp.48–50 site safety performance
EnvironmentAlleged · Medium materiality
Costerfield operator faces tailings charges
Resources Victoria said in January 2026 that it charged Mandalay’s Costerfield operator over alleged overfilling of two tailings facilities, identified in December 2024. Alkane acquired the operation in August 2025. Its 2026 annual report describes proceedings and says it expected resolution within six months of its August report; no final disposition was located. These are allegations against the operator, and no personal misconduct is established.
Employer context; no individual link established · Self was GM during the cited period; Earner led Alkane after the acquisition. Neither source establishes personal conduct or culpability.
Resources regulator charges Mandalay Resources · 6 January 2026 notice
2026 Annual Report · p.120 Environmental Regulation
Mandalay executive changes · p.1 GM appointment
Company SuccessIssuer Reported · Medium materiality
Alkane acquired two producing mines and increased output
Alkane completed its Mandalay merger on 5 August 2025. It reported FY2026 statutory production of 162,440 gold-equivalent ounces versus 70,120 in FY2025; the figures include the acquired assets from 5 August 2025 and are not like-for-like. The CEO led during the transaction, but the company results do not isolate his individual contribution.
Role overlaps event; causation unproven · CEO role overlaps the transaction and reported company output; causation is not isolated.
2026 Annual Report · pp.5–6 Annual Highlights, statutory reporting basis
Evidence gaps · 4
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Final disposition of the Costerfield tailings proceedings was not located in searches through cutoff.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
James Carter
Chief Financial Officer
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Simon Parsons
Chief Operations Officer (Australia)
SafetyIssuer Reported · Medium materiality
Reported Tomingley injury rates and later operational results
Alkane reported 21 recordable injuries at Tomingley in FY2024, including eight lost-time injuries, and a 31.22 total recordable injury frequency rate. The 2026 report later recorded 10 total recordable injuries and 14.5 per million hours at Tomingley in FY2026. Rates are company-reported and individual causation is not established.
Role overlaps event; causation unproven · Leadership or site role is contextual; no individual fault or cause is asserted.
Annual Report 2024 · p.46 Tomingley safety performance
2026 Annual Report · pp.48–50 site safety performance
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Chris Davis
Chief Geologist
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Richard Steenhof
General Counsel and Company Secretary
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Julia Beckett
Former Joint Company Secretary
FailureDocumented · Medium materiality
Calidus entered administration during secretary tenure
Calidus announced receivers and administrators were appointed in mid-2024 while it named Beckett as company secretary. In January 2025 its deed administrators said shares were transferred for no consideration to a deed proponent and the deed was effectuated. The disclosures do not attribute the financial failure to Beckett.
Role overlaps event; causation unproven · A company-secretary tenure overlap is not evidence of causation or fault.
June 2024 Quarterly Report · pp.1–2 corporate and financial information
Calidus DOCA effectuation · pp.1–2 share transfer and deed effectuation
Evidence gaps · 4
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Exact Calidus departure date and personal involvement in its financial decisions are not established by the reviewed records.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Brendan Ward
General Manager – Commercial
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Mike Sutherland
General Manager, NSW
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Andrew Brown
General Manager, Tomingley
SafetyIssuer Reported · Medium materiality
Reported Tomingley injury rates and later operational results
Alkane reported 21 recordable injuries at Tomingley in FY2024, including eight lost-time injuries, and a 31.22 total recordable injury frequency rate. The 2026 report later recorded 10 total recordable injuries and 14.5 per million hours at Tomingley in FY2026. Rates are company-reported and individual causation is not established.
Employer context; no individual link established · Leadership or site role is contextual; no individual fault or cause is asserted.
Annual Report 2024 · p.46 Tomingley safety performance
2026 Annual Report · pp.48–50 site safety performance
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Dave Meates
Exploration Manager, NSW
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Adam Self
General Manager, Costerfield
EnvironmentAlleged · Medium materiality
Costerfield operator faces tailings charges
Resources Victoria said in January 2026 that it charged Mandalay’s Costerfield operator over alleged overfilling of two tailings facilities, identified in December 2024. Alkane acquired the operation in August 2025. Its 2026 annual report describes proceedings and says it expected resolution within six months of its August report; no final disposition was located. These are allegations against the operator, and no personal misconduct is established.
Role overlaps event; causation unproven · Self was GM during the cited period; Earner led Alkane after the acquisition. Neither source establishes personal conduct or culpability.
Resources regulator charges Mandalay Resources · 6 January 2026 notice
2026 Annual Report · p.120 Environmental Regulation
Mandalay executive changes · p.1 GM appointment
Evidence gaps · 4
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Final disposition of the Costerfield tailings proceedings was not located in searches through cutoff.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Åsa Corin
General Manager, Björkdal
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Natalie Chapman
Corporate Communications Manager
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- Independent verification of reported qualifications and full employer/appointment chronology was not obtained.
- Open-web searches are limited; company events do not establish individual responsibility.
- Separate topic-specific adverse and prior-employer searches were not completed; the combined batched search results were truncated, so this screening is incomplete.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-09-04 · 1,366,204,821 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 20.92% | 285,825,583 | |
| 2 | 15.37% | 209,948,010 | |
| 3 | 12.40% | 169,416,221 | |
| 4 | 10.47% | 143,099,602 | |
| 5 | 4.09% | 55,840,497 | |
| 6 | 2.94% | 40,232,105 | |
| 7 | 2.73% | 37,266,107 | |
| 8 | 1.67% | 22,775,000 | |
| 9 | 1.24% | 16,993,600 | |
| 10 | 1.21% | 16,466,667 | |
| 11 | 1.21% | 16,466,667 | |
| 12 | 1.21% | 16,466,666 | |
| 13 | 0.87% | 11,901,338 | |
| 14 | 0.85% | 11,566,942 | |
| 15 | 0.72% | 9,876,335 | |
| 16 | 0.63% | 8,600,000 | |
| 17 | 0.54% | 7,311,748 | |
| 18 | 0.54% | 7,311,747 | |
| 19 | 0.54% | 7,311,747 | |
| 20 | 0.54% | 7,311,747 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 6.39%Voting power | 2025-10-01 | |
| 5.60%Voting power | 2026-09-09 | |
| 5.29%Voting power | 2025-09-03 |
Sources & review notesEvidence checked through 2026-10-31
Coverage and limitations
- Nominee names identify registered accounts and do not reveal beneficial owners.
- Substantial-holder notices report relevant interests and can overlap registered accounts; they are not a complete live ownership ledger.
- Annual report states shareholder information is current at 4 September 2026 but lists CE Mining at 76,538,135 shares, the position subsequently disclosed after 9 September. CE Mining is dated to the notice instead.
- The 2025 reported voting powers are historical and have not been recalculated after subsequent capital changes.
- Cached ASX manifest was checked through 31 October 2026; source availability and filing thresholds limit completeness.
Sources
- 2026 Annual Report
Alkane Resources Limited · Published 2026-10-02 · Accessed 2026-10-31
Dated top-20 registered shareholdings and substantial-holder summary.
downloads/ALK/2026/2026-10-02_Annual Report to shareholders_6c0c3e92e6362eea.pdf, PDF pages 190–191
- Change in substantial holding: CE Mining III MND Limited
Alkane Resources Limited via ASX · Published 2026-09-14 · Accessed 2026-10-31
Form 604 reports position and voting power after 9 September 2026 sale.
downloads/ALK/2026/2026-09-14_Change in substantial holding_8cd31fc40b1a01d9.pdf, page 1
- Change in substantial holding - I Gandel
Alkane Resources Limited via ASX · Published 2025-10-03 · Accessed 2026-10-31
Form 604 reports position and voting power on 1 October 2025.
downloads/ALK/2025/2025-10-03_Change in substantial holding - I Gandel_c38a5bca3e6522f3.pdf, page 1
- Becoming a substantial holder
Alkane Resources Limited via ASX · Published 2025-09-05 · Accessed 2026-10-31
Form 603 reports Gardenway and relevant entities on 3 September 2025.
downloads/ALK/2025/2025-09-05_Becoming a substantial holder_97209a252f9b2127.pdf, page 1 and annexure
Disclosed activity
Insider transactions
Trading activity36 buys · 142 sells shownNet cash last 12 months −US$56.7mShow chartHide chart
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2025-12-15 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-15As disclosed: Sale of 179,400 FPO for US$135,056.52.
Change in substantial holding ↗ | Salefully paid ordinary shares | 179,400 | USD 135,056.52 | — | — |
| 2025-12-12 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-12As disclosed: Sale of 410,300 FPO for US$316,429.18.
Change in substantial holding ↗ | Salefully paid ordinary shares | 410,300 | USD 316,429.18 | — | — |
| 2025-12-11 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-11As disclosed: Sale of 1,154,300 FPO for US$857,908.31.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,154,300 | USD 857,908.31 | — | — |
| 2025-12-10 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-10As disclosed: Sale of 290,600 FPO for US$211,363.88.
Change in substantial holding ↗ | Salefully paid ordinary shares | 290,600 | USD 211,363.88 | — | — |
| 2025-12-09 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-09As disclosed: Sale of 1,274,000 FPO for US$911,982.59.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,274,000 | USD 911,982.59 | — | — |
| 2025-12-05 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-05As disclosed: Sale of 527,500 FPO for US$376,552.14.
Change in substantial holding ↗ | Salefully paid ordinary shares | 527,500 | USD 376,552.14 | — | — |
| 2025-12-04 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-04As disclosed: Sale of 188,000 FPO for US$132,342.19.
Change in substantial holding ↗ | Salefully paid ordinary shares | 188,000 | USD 132,342.19 | — | — |
| 2025-12-02 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-02As disclosed: Sale of 41,000 FPO for US$28,726.63.
Change in substantial holding ↗ | Salefully paid ordinary shares | 41,000 | USD 28,726.63 | — | — |
| 2025-12-01 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-12-01As disclosed: Sale of 1,523,600 FPO for US$1,070,555.25.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,523,600 | USD 1,070,555.25 | — | — |
| 2025-11-21 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-11-21As disclosed: Purchase of 613,500 FPO for US$368,222.67.
Change in substantial holding ↗ | Purchasefully paid ordinary shares | 613,500 | USD 368,222.67 | — | — |
| 2025-11-13 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-11-13As disclosed: Sale of 73,400 FPO for US$50,686.69.
Change in substantial holding ↗ | Salefully paid ordinary shares | 73,400 | USD 50,686.69 | — | — |
| 2025-11-12 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-11-12As disclosed: Sale of 687,000 FPO for US$492,195.39.
Change in substantial holding ↗ | Salefully paid ordinary shares | 687,000 | USD 492,195.39 | — | — |
| 2025-10-24 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-24As disclosed: Sale of 149,000 FPO for US$100,658.74.
Change in substantial holding ↗ | Salefully paid ordinary shares | 149,000 | USD 100,658.74 | — | — |
| 2025-10-23 | Ruffer LLP
Details & evidence for Ruffer LLP on 2025-10-23Annexure A row 5; consideration and quantity are disclosed for this individual purchase. As disclosed: Purchase of 9,659 ordinary shares; consideration AUD 10,430.16.
Change in substantial holding ↗ | Purchaseordinary shares | 9,659 | AUD 10,430.16 | — | — |
| 2025-10-23 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-23As disclosed: Sale of 83,000 FPO for US$56,801.68.
Change in substantial holding ↗ | Salefully paid ordinary shares | 83,000 | USD 56,801.68 | — | — |
| 2025-10-22 | Ruffer LLP
Details & evidence for Ruffer LLP on 2025-10-22Annexure A row 4; consideration and quantity are disclosed for this individual purchase. As disclosed: Purchase of 498,433 ordinary shares; consideration AUD 523,481.97.
Change in substantial holding ↗ | Purchaseordinary shares | 498,433 | AUD 523,481.97 | — | — |
| 2025-10-22 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-22As disclosed: Sale of 202,500 FPO for US$133,097.40.
Change in substantial holding ↗ | Salefully paid ordinary shares | 202,500 | USD 133,097.40 | — | — |
| 2025-10-21 | Ruffer LLP
Details & evidence for Ruffer LLP on 2025-10-21Annexure A row 3; consideration and quantity are disclosed for this individual purchase. As disclosed: Purchase of 966,626 ordinary shares; consideration AUD 1,067,638.71.
Change in substantial holding ↗ | Purchaseordinary shares | 966,626 | AUD 1,067,638.71 | — | — |
| 2025-10-21 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-21As disclosed: Sale of 102,200 FPO for US$67,898.38.
Change in substantial holding ↗ | Salefully paid ordinary shares | 102,200 | USD 67,898.38 | — | — |
| 2025-10-14 | Ruffer LLP
Details & evidence for Ruffer LLP on 2025-10-14Annexure A row 2; consideration and quantity are disclosed for this individual purchase. As disclosed: Purchase of 763,015 ordinary shares; consideration AUD 931,189.54.
Change in substantial holding ↗ | Purchaseordinary shares | 763,015 | AUD 931,189.54 | — | — |
| 2025-10-10 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-10As disclosed: Sale of 59,900 FPO for US$42,232.33.
Change in substantial holding ↗ | Salefully paid ordinary shares | 59,900 | USD 42,232.33 | — | — |
| 2025-10-09 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-09As disclosed: Sale of 93,500 FPO for US$71,127.26.
Change in substantial holding ↗ | Salefully paid ordinary shares | 93,500 | USD 71,127.26 | — | — |
| 2025-10-08 | Ruffer LLP
Details & evidence for Ruffer LLP on 2025-10-08Annexure A row 1; consideration and quantity are disclosed for this individual purchase. As disclosed: Purchase of 2,000,000 ordinary shares; consideration AUD 2,314,296.80.
Change in substantial holding ↗ | Purchaseordinary shares | 2,000,000 | AUD 2,314,296.80 | — | — |
| 2025-10-03 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-03As disclosed: Sale of 110,500 FPO for US$82,745.21.
Change in substantial holding ↗ | Salefully paid ordinary shares | 110,500 | USD 82,745.21 | — | — |
| 2025-10-02 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-02As disclosed: Sale of 266,800 FPO for US$202,026.61.
Change in substantial holding ↗ | Salefully paid ordinary shares | 266,800 | USD 202,026.61 | — | — |
| 2025-10-01 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-10-01As disclosed: Sale of 466,200 FPO for US$349,009.22.
Change in substantial holding ↗ | Salefully paid ordinary shares | 466,200 | USD 349,009.22 | — | — |
| 2025-10-01 | Ian Jeffrey Gandel
Details & evidence for Ian Jeffrey Gandel on 2025-10-01Same sale represented in the director view; aggregate substantial holding decreased by 24,000,000 shares. As disclosed: On-market sale of 24,000,000 ordinary shares.
Change in substantial holding - I Gandel ↗ Change of Director's Interest Notice - I Gandel ↗ | Saleordinary shares | 24,000,000 | AUD 26,658,240.00 | AUD 1.12Disclosed price | 87,228,277 |
| 2025-09-30 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-30As disclosed: Sale of 122,500 FPO for US$90,163.89.
Change in substantial holding ↗ | Salefully paid ordinary shares | 122,500 | USD 90,163.89 | — | — |
| 2025-09-26 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-26As disclosed: Sale of 427,000 FPO for US$314,755.07.
Change in substantial holding ↗ | Salefully paid ordinary shares | 427,000 | USD 314,755.07 | — | — |
| 2025-09-25 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-25As disclosed: Sale of 6,100 FPO for US$4,376.39.
Change in substantial holding ↗ | Salefully paid ordinary shares | 6,100 | USD 4,376.39 | — | — |
| 2025-09-24 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-24As disclosed: Sale of 222,400 FPO for US$168,472.68.
Change in substantial holding ↗ | Salefully paid ordinary shares | 222,400 | USD 168,472.68 | — | — |
| 2025-09-23 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-23As disclosed: Sale of 162,300 FPO for US$127,779.79.
Change in substantial holding ↗ | Salefully paid ordinary shares | 162,300 | USD 127,779.79 | — | — |
| 2025-09-19 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-19As disclosed: Sale of 1,039,500 FPO for US$704,013.03.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,039,500 | USD 704,013.03 | — | — |
| 2025-09-18 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-18As disclosed: Sale of 410,500 FPO for US$270,507.33.
Change in substantial holding ↗ | Salefully paid ordinary shares | 410,500 | USD 270,507.33 | — | — |
| 2025-09-17 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-17As disclosed: Sale of 114,500 FPO for US$77,042.86.
Change in substantial holding ↗ | Salefully paid ordinary shares | 114,500 | USD 77,042.86 | — | — |
| 2025-09-11 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-11As disclosed: Sale of 335,300 FPO for US$226,918.11.
Change in substantial holding ↗ | Salefully paid ordinary shares | 335,300 | USD 226,918.11 | — | — |
| 2025-09-10 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-10As disclosed: Sale of 182,500 FPO for US$125,789.08.
Change in substantial holding ↗ | Salefully paid ordinary shares | 182,500 | USD 125,789.08 | — | — |
| 2025-09-09 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-09As disclosed: Sale of 1,046,700 FPO for US$751,677.94.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,046,700 | USD 751,677.94 | — | — |
| 2025-09-05 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-05As disclosed: Sale of 80,200 FPO for US$58,909.52.
Change in substantial holding ↗ | Salefully paid ordinary shares | 80,200 | USD 58,909.52 | — | — |
| 2025-09-04 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-09-04As disclosed: On-market purchase of 1,005,873 shares at $1.1521 per share.
Becoming a substantial holder ↗ | Purchasefully paid ordinary shares | 1,005,873 | — | AUD 1.1521Disclosed price | — |
| 2025-09-04 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-04As disclosed: Sale of 1,605,200 FPO for US$1,138,159.54.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,605,200 | USD 1,138,159.54 | — | — |
| 2025-09-03 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-09-03As disclosed: On-market purchase of 3,153,277 shares at $1.174 per share.
Becoming a substantial holder ↗ | Purchasefully paid ordinary shares | 3,153,277 | — | AUD 1.174Disclosed price | — |
| 2025-09-03 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-03As disclosed: Sale of 1,962,500 FPO for US$1,457,016.13.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,962,500 | USD 1,457,016.13 | — | — |
| 2025-09-02 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-02As disclosed: Sale of 1,567,000 FPO for US$1,126,109.66.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,567,000 | USD 1,126,109.66 | — | — |
| 2025-08-29 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-29As disclosed: Sale of 280,900 FPO for US$191,758.77.
Change in substantial holding ↗ | Salefully paid ordinary shares | 280,900 | USD 191,758.77 | — | — |
| 2025-08-28 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-28As disclosed: Sale of 569,500 FPO for US$383,935.69.
Change in substantial holding ↗ | Salefully paid ordinary shares | 569,500 | USD 383,935.69 | — | — |
| 2025-08-27 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-27As disclosed: Sale of 628,500 FPO for US$413,597.50.
Change in substantial holding ↗ | Salefully paid ordinary shares | 628,500 | USD 413,597.50 | — | — |
| 2025-08-26 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-26As disclosed: Sale of 79,000 FPO for US$49,358.21.
Change in substantial holding ↗ | Salefully paid ordinary shares | 79,000 | USD 49,358.21 | — | — |
| 2025-08-25 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-25As disclosed: Sale of 528,000 FPO for US$327,671.28.
Change in substantial holding ↗ | Salefully paid ordinary shares | 528,000 | USD 327,671.28 | — | — |
| 2025-08-22 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-22As disclosed: Sale of 1,200,000 FPO for US$701,785.74.
Change in substantial holding ↗ | Salefully paid ordinary shares | 1,200,000 | USD 701,785.74 | — | — |
| 2025-08-21 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-21As disclosed: Sale of 504,500 FPO for US$290,206.49.
Change in substantial holding ↗ | Salefully paid ordinary shares | 504,500 | USD 290,206.49 | — | — |
| 2025-08-13 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-13As disclosed: Sale of 686,900 FPO for US$357,764.62.
Change in substantial holding ↗ | Salefully paid ordinary shares | 686,900 | USD 357,764.62 | — | — |
| 2025-08-12 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-08-12As disclosed: On-market purchase of 872,305 shares at $0.8040 per share.
Becoming a substantial holder ↗ | Purchasefully paid ordinary shares | 872,305 | — | AUD 0.804Disclosed price | — |
| 2025-08-12 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-12As disclosed: Sale of 962,000 FPO for US$483,067.15.
Change in substantial holding ↗ | Salefully paid ordinary shares | 962,000 | USD 483,067.15 | — | — |
| 2025-08-11 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-11As disclosed: Sale of 437,000 FPO for US$213,193.06.
Change in substantial holding ↗ | Salefully paid ordinary shares | 437,000 | USD 213,193.06 | — | — |
| 2025-08-08 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-08-08As disclosed: On-market purchase of 227,695 shares at $0.8342 per share.
Becoming a substantial holder ↗ | Purchasefully paid ordinary shares | 227,695 | — | AUD 0.8342Disclosed price | — |
| 2025-08-08 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-08As disclosed: Sale of 7,000 FPO for US$3,869.77.
Change in substantial holding ↗ | Salefully paid ordinary shares | 7,000 | USD 3,869.77 | — | — |
| 2025-08-07 | Ruffer LLP
Details & evidence for Ruffer LLP on 2025-08-07A cash consideration amount is disclosed, but the source does not disclose the associated number of acquired shares. The 119,516,599-share threshold position includes earlier non-cash merger conversion and is not used as this event quantity. As disclosed: Cash consideration of AUD 62,809,941.92 on 07/08/2025.
Becoming a substantial holder ↗ | Purchaseordinary shares | — | AUD 62,809,941.92 | — | — |
| 2025-08-07 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-08-07As disclosed: On-market purchase of 1,113,984 shares at $0.8118 per share.
Becoming a substantial holder ↗ | Purchasefully paid ordinary shares | 1,113,984 | — | AUD 0.8118Disclosed price | — |
| 2025-08-06 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-08-06As disclosed: On-market purchase of 3,252,275 shares at $0.7520 per share.
Becoming a substantial holder ↗ | Purchasefully paid ordinary shares | 3,252,275 | — | AUD 0.752Disclosed price | — |
| 2025-08-05 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-08-05Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 2,049,591 shares at $0.7306 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 2,049,591 | — | AUD 0.7306Disclosed price | — |
| 2025-08-05 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-05Non-cash shares received as merger consideration. As disclosed: Became a substantial holder with 139,151,234 fully paid ordinary shares on 5 August 2025, arising from the Plan of Arrangement.
Becoming a substantial holder ↗ | Subscriptionordinary shares | 139,151,234 | —Non Cash | — | 139,151,234 |
| 2025-08-05 | CE Mining III MND Limited
Details & evidence for CE Mining III MND Limited on 2025-08-05Non-cash shares received in the Mandalay merger. The related director notice reports the same shares as Mills' indirect interest through CE Mining. As disclosed: The relevant interest consists of 179,835,831 fully paid ordinary shares received pursuant to the Plan of Arrangement between Alkane and Mandalay.
Becoming a substantial holder ↗ | Subscriptionordinary shares | 179,835,831 | —Non Cash | — | 179,835,831 |
| 2025-05-20 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-20Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 228,653 shares at $0.7184 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 228,653 | — | AUD 0.7184Disclosed price | — |
| 2025-05-19 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-19Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 258,054 shares at $0.7201 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 258,054 | — | AUD 0.7201Disclosed price | — |
| 2025-05-16 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-16Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 177,515 shares at $0.7307 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 177,515 | — | AUD 0.7307Disclosed price | — |
| 2025-05-15 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-15Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 539,077 shares at $0.712 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 539,077 | — | AUD 0.712Disclosed price | — |
| 2025-05-14 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-14Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 655,707 shares at $0.7402 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 655,707 | — | AUD 0.7402Disclosed price | — |
| 2025-05-13 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-13Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 652,405 shares at $0.7252 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 652,405 | — | AUD 0.7252Disclosed price | — |
| 2025-05-12 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-12Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 639,974 shares at $0.7827 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 639,974 | — | AUD 0.7827Disclosed price | — |
| 2025-05-09 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-09Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 502,554 shares at $0.7982 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 502,554 | — | AUD 0.7982Disclosed price | — |
| 2025-05-08 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-08Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 185,497 shares at $0.8116 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 185,497 | — | AUD 0.8116Disclosed price | — |
| 2025-05-07 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-07Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 537,497 shares at $0.7951 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 537,497 | — | AUD 0.7951Disclosed price | — |
| 2025-05-06 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-06Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 720,426 shares at $0.8143 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 720,426 | — | AUD 0.8143Disclosed price | — |
| 2025-05-05 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-05Same Gardenway trade in both notices; deduplicated. As disclosed: On-market purchase of 251,458 shares at $0.7993 per share.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 251,458 | — | AUD 0.7993Disclosed price | — |
| 2025-05-02 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-05-02This 2 May acquisition appears only in the Chapelgreen Form605; the 2021 acquisition in the annexure is outside the coverage window. As disclosed: On-market purchase of 570,265 fully paid ordinary shares on 2 May 2025 at $0.7946 per share.
Ceasing to be a substantial holder ↗ | Purchasefully paid ordinary shares | 570,265 | — | AUD 0.7946Disclosed price | — |
| 2024-07-30 | Ian Jeffrey Gandel
Details & evidence for Ian Jeffrey Gandel on 2024-07-30The 2025 Form604 confirms the purchase and distinguishes the later decline in voting percentage as merger dilution, not a share disposal. As disclosed: 30 July 2024 on-market purchase of 1,100,000 ordinary shares; subsequent voting-percentage change was dilution after the Mandalay merger issue.
Change in substantial holding ↗ Change of Director's Interest Notice x3 ↗ | Purchaseordinary shares | 1,100,000 | AUD 488,356.00 | AUD 0.4425Disclosed price | 111,228,277 |
| 2024-01-17 | Ian Jeffrey Gandel
Details & evidence for Ian Jeffrey Gandel on 2024-01-17Same sale represented in the director view; substantial-holder voting power decreased from 118,823,930 shares to 110,128,277. As disclosed: Ian Gandel on-market trade - sale of 8,695,653 ordinary shares.
Director Share Sale, Appendix 3Y and ASIC Form 604 ↗ | Saleordinary shares | 8,695,653 | AUD 5,000,000.00 | AUD 0.575Disclosed price | 110,128,277 |
Disclosed holding observations10 dated positions
Initial, final and threshold notices describe positions; these are not counted as purchases or sales.
| Holding at | Person / group | Type / security | Quantity | Percentage |
|---|---|---|---|---|
| 2026-04-22 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2026-04-22Disclosed position after the listed transactions.
Change in substantial holding ↗ | Positionfully paid ordinary shares | 69,820,351 | — |
| 2026-03-12 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2026-03-12Disclosed position after the listed transactions.
Change in substantial holding ↗ | Positionfully paid ordinary shares | 83,734,251 | — |
| 2026-02-19 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2026-02-19Disclosed position after the listed transactions.
Change in substantial holding ↗ | Positionfully paid ordinary shares | 97,575,751 | — |
| 2026-01-02 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2026-01-02Disclosed position after the listed transactions.
Change in substantial holding ↗ | Positionfully paid ordinary shares | 111,258,751 | — |
| 2025-12-31 | Ruffer LLP
Details & evidence for Ruffer LLP on 2025-12-31Reported present aggregate voting position at 31 December 2025.
Change in substantial holding ↗ Change in substantial holding ↗ | Finalordinary shares | 91,322,647 | 6.68%Voting Power |
| 2025-09-19 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-09-19Disclosed position after the listed transactions.
Change in substantial holding ↗ | Positionfully paid ordinary shares | 124,923,951 | — |
| 2025-09-03 | Gardenway Pty Ltd (ACN 131 752 488)
Details & evidence for Gardenway Pty Ltd (ACN 131 752 488) on 2025-09-03Aggregate relevant interest across Gardenway and three associated entities; not a single registered account balance.
Becoming a substantial holder ↗ | Thresholdfully paid ordinary shares | 72,175,000 | 5.29%Voting Power |
| 2025-08-07 | Ruffer LLP
Details & evidence for Ruffer LLP on 2025-08-07Initial substantial position; registered holdings are held for WS Ruffer Gold Fund and Ruffer acts as investment manager. The associated share quantity for the cash consideration is not disclosed.
Becoming a substantial holder ↗ | Initialordinary shares | 119,516,599 | 8.76%Voting Power |
| 2025-08-05 | CE Mining III MND Limited
Details & evidence for CE Mining III MND Limited on 2025-08-05Initial substantial-holder position following merger conversion.
Becoming a substantial holder ↗ | Initialordinary shares | 179,835,831 | 13.18%Voting Power |
| 2025-08-05 | GMT Capital Corp.
Details & evidence for GMT Capital Corp. on 2025-08-05Initial substantial-holder position after merger conversion.
Becoming a substantial holder ↗ | Initialordinary shares | 139,151,234 | 10.18%Voting Power |
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Sign in or enter a guest codeChronological evidenceSource-document inventory17 documents
ALK ASX ordinary close 13 October 2026Market Data · HighExtracted
Latest eligible local unadjusted close A$1.77, volume 4,914,034; market data provider via miners.collect_stock_prices; one ASX ordinary share; zero calendar-day staleness.
- Document ID
- doc-alk-20261013-market
- Published UTC
- 2026-10-13T05:00:00Z
- Projects
- —
- Commodities
- gold
September 2026 Quarter Production UpdateOperations · HighPartial
Primary-source financial, operating, resource, ownership or study facts re-established for this fresh valuation; physical core tables visually inspected and retained in the source-view workpaper.
- Document ID
- doc-alk-20261009-production
- Published UTC
- 2026-10-08T21:24:13Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Annual Report to shareholdersResults · HighPartial
Primary-source financial, operating, resource, ownership or study facts re-established for this fresh valuation; physical core tables visually inspected and retained in the source-view workpaper.
- Document ID
- doc-alk-20261002-annual
- Published UTC
- 2026-10-02T02:18:34Z
- Projects
- tomingley · costerfield · bjorkdal · boda_kaiser
- Commodities
- gold · others · copper
Resources and Energy Quarterly September 2026Commodity Data · HighPartial
Eligible government nominal and real gold/copper forecasts; Australian fiscal gold deck selected independently of the security quote.
- Document ID
- doc-alk-20261002-req
- Published UTC
- 2026-10-02T00:00:00Z
- Projects
- boda_kaiser
- Commodities
- gold · copper
FY26 Financial Results and DividendResults · MediumMetadata Only
Historical or duplicate local issuer release inventoried; latest annual accounts and September update provide selected current evidence. No unchecked facts imported.
- Document ID
- doc-alk-20260821-65c7e1f8
- Published UTC
- 2026-08-20T22:30:31Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
FY26 Production Delivered, Record Cash, Dividend ProposedOperations · HighPartial
Primary-source financial, operating, resource, ownership or study facts re-established for this fresh valuation; physical core tables visually inspected and retained in the source-view workpaper.
- Document ID
- doc-alk-20260721-quarter
- Published UTC
- 2026-07-20T22:21:13Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Quarterly Activity ReportResults · MediumMetadata Only
Historical or duplicate local issuer release inventoried; latest annual accounts and September update provide selected current evidence. No unchecked facts imported.
- Document ID
- doc-alk-20260423-007c0112
- Published UTC
- 2026-04-22T22:23:02Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
March 2026 Quarter Production UpdateResults · MediumMetadata Only
Inventoried local issuer copy; material financial and operating disclosures superseded by the audited FY26 annual report and latest production update. No new valuation input taken from this copy.
- Document ID
- doc-alk-20260409-cafee90b
- Published UTC
- 2026-04-08T22:24:01Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Alkane Nagambie earn-in transaction secures approvalsEconomic Arrangement · HighExtracted
Conditional spend thresholds, withdrawal rights, proportional JV funding, infrastructure access and dilution-to-royalty terms.
- Document ID
- doc-alk-20260409-nagambie
- Published UTC
- 2026-04-09T00:00:00Z
- Projects
- nagambie
- Commodities
- gold · others
Alkane executes A$110 million revolving credit facilityEconomic Arrangement · HighExtracted
Three-year initial tenor, discretionary extensions and no mandatory additional gold hedging; not relied on as permanent cash.
- Document ID
- doc-alk-20260330-rcf
- Published UTC
- 2026-03-30T00:00:00Z
- Projects
- —
- Commodities
- —
Amendment - Auditor Independence DeclarationResults · MediumMetadata Only
Inventoried local issuer copy; material financial and operating disclosures superseded by the audited FY26 annual report and latest production update. No new valuation input taken from this copy.
- Document ID
- doc-alk-20260216-e234c428
- Published UTC
- 2026-02-16T02:30:10Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Q2 FY 2026 Earnings Conference CallResults · MediumMetadata Only
Inventoried local issuer copy; material financial and operating disclosures superseded by the audited FY26 annual report and latest production update. No new valuation input taken from this copy.
- Document ID
- doc-alk-20260213-45b7a4b8
- Published UTC
- 2026-02-13T04:44:15Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Q2 & H1 FY2026 Record Operating & Record Financial ResultsResults · MediumMetadata Only
Inventoried local issuer copy; material financial and operating disclosures superseded by the audited FY26 annual report and latest production update. No new valuation input taken from this copy.
- Document ID
- doc-alk-20260213-28d5b9ef
- Published UTC
- 2026-02-12T22:31:08Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Half Year Financial Accounts & Appendix 4DResults · MediumMetadata Only
Inventoried local issuer copy; material financial and operating disclosures superseded by the audited FY26 annual report and latest production update. No new valuation input taken from this copy.
- Document ID
- doc-alk-20260213-85e8e22f
- Published UTC
- 2026-02-12T22:24:03Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Quarterly Activity ReportResults · MediumMetadata Only
Historical or duplicate local issuer release inventoried; latest annual accounts and September update provide selected current evidence. No unchecked facts imported.
- Document ID
- doc-alk-20260127-5234b977
- Published UTC
- 2026-01-26T21:29:18Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Q1 FY2026 Earnings PresentationResults · MediumMetadata Only
Inventoried local issuer copy; material financial and operating disclosures superseded by the audited FY26 annual report and latest production update. No new valuation input taken from this copy.
- Document ID
- doc-alk-20251113-00a55180
- Published UTC
- 2025-11-13T09:26:31Z
- Projects
- tomingley · costerfield · bjorkdal
- Commodities
- gold · others
Boda-Kaiser_Scoping_StudyStudy · HighPartial
Primary-source financial, operating, resource, ownership or study facts re-established for this fresh valuation; physical core tables visually inspected and retained in the source-view workpaper.
- Document ID
- doc-alk-20240710-boda-study
- Published UTC
- 2024-07-10T00:00:00+00:00
- Projects
- boda_kaiser
- Commodities
- gold · copper
Evidence facts141
110000000 AUD
2026-09-3016000000 AUD
2026-09-3021506 oz
2026-09-307835 oz
2026-09-3010482 oz
2026-09-30396 t
2026-09-3078-84 koz Au; AISC AUD2,600-2,900/oz Au text
2026-09-3044-48 koz AuEq; AISC AUD2,700-3,000/oz AuEq text
2026-09-3041-45 koz Au; AISC AUD3,300-3,700/oz Au text
2026-09-30935822000 AUD
2026-06-30228722000 AUD
2026-06-30431899000 AUD
2026-06-301115569000 AUD
2026-06-3015059000 AUD
2026-06-30460349000 AUD
2026-06-30173693000 AUD
2026-06-301366204821 shares
2026-09-041374493778 shares
2026-09-0917302000 t
2026-06-302.1 g/t
2026-06-301184000 oz
2026-06-303539000 t
2026-06-301.7 g/t
2026-06-30196000 oz
2026-06-3011401000 t
2026-06-301.7 g/t
2026-06-30641000 oz
2026-06-3082973 oz
2026-06-302.33 g/t
2026-06-3088.53 %
2026-06-301274507 t
2026-06-3020153000 AUD
2026-06-302429 AUD/oz
2026-06-30100 %
2026-06-301993000 t
2026-06-306.0 g/t
2026-06-30387000 oz
2026-06-30969000 t
2026-06-303.6 g/t
2026-06-30111000 oz
2026-06-30960000 t
2026-06-305.5 g/t
2026-06-30170000 oz
2026-06-3037134 oz
2026-06-309.72 g/t
2026-06-3093.97 %
2026-06-30129442 t
2026-06-3016153000 AUD
2026-06-30100 %
2026-06-3022474000 t
2026-06-302.07 g/t
2026-06-301497000 oz
2026-06-3012096000 t
2026-06-301.57 g/t
2026-06-30611000 oz
2026-06-3013121000 t
2026-06-301.33 g/t
2026-06-30563000 oz
2026-06-3038243 oz
2026-06-301.16 g/t
2026-06-3087.41 %
2026-06-301218334 t
2026-06-3044167000 AUD
2026-06-303979 AUD/oz
2026-06-30100 %
2026-06-30537000000 t
2026-06-300.32 g/t
2026-06-305573000 oz
2026-06-30258000000 t
2026-06-300.33 g/t
2026-06-302731000 oz
2026-06-30100 %
2026-06-301020000 t
2026-06-303.29 g/t
2026-06-30108000 oz
2026-06-30100 %
2026-06-300 %
2026-06-30100 %
2026-06-30100 %
2026-06-300 %
2026-06-3042000 t
2026-06-302.1 %
2026-06-3012900 t
2026-06-301.3 %
2026-06-3015000 t
2026-06-301.6 %
2026-06-301224 t
2026-06-301010000 t
2026-06-300.19 %
2026-06-30450000 t
2026-06-300.18 %
2026-06-30Medallion Metals text
2026-06-3011700000 AUD
2026-06-3030000000 shares
2026-06-30Sky Metals text
2026-06-301946000 AUD
2026-06-309000000 shares
2026-06-30Nagambie Resources text
2026-06-301500000 AUD
2026-06-30166700000 shares
2026-06-30Adavale Resources text
2026-06-30198000 AUD
2026-06-3020841000 t
2026-06-301380000 oz
2026-06-302.059536393839067 g/t
2026-06-30Underground and open pit text
2026-06-302962000 t
2026-06-30498000 oz
2026-06-305.229416423497637 g/t
2026-06-30Underground text
2026-06-3034570000 t
2026-06-302108000 oz
2026-06-301.8966192969164013 g/t
2026-06-30Underground and open pit text
2026-06-30795000000 t
2026-06-308304000 oz
2026-06-300.3248846180467925 g/t
2026-06-30Underground and open pit text
2026-06-301460000 t
2026-06-300.18364779874213835 %
2026-06-300.3 g/t AuEq open pit; 0.4 g/t AuEq underground text
2026-06-301020000 t
2026-06-30108000 oz
2026-06-303.293309308235294 g/t
2026-06-300 oz
2026-06-302 g/t
2026-06-302039 AUD/oz
2026-06-302817 AUD/oz
2026-06-30Divested Chile exploration subsidiary on 18 March 2026 text
2026-06-3020896 oz
2026-06-3010117 oz
2026-06-309935 oz
2026-06-301782500000 AUD
2024-07-1024 %
2024-07-1017 years
2024-07-10121032.5294117647 oz/year
2024-07-1024337.235294117647 t/year
2024-07-10630.4 AUD/oz
2024-07-103500 AUD/oz
2024-07-1015000 AUD/t
2024-07-101.77 AUD/share
2026-10-13Conflicts requiring judgment1
- FY26 group production
Annual 162,440 AuEq is statutory from acquisition date, while operational annual group 168,337 includes acquired mines before consolidation. Both retained with period labels; no mismatched financial denominator.