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2026-11-06
◂ Monitor AMI ASX

Aurelia Metals Limited

Ramping Producer · Gold · Copper · Zinc · Lead · AU Rating locked: sign in to view v8.1 · ami-20261102t225757-full
Last 2026-11-06
A$0.4
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$688.2M
EV
A$534.8M
Cash
A$160.7M
Debt
A$5.6M

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory26 documents
ASX AMI reference close, 2 November 2026 (local daily prices)Market Data · MediumMetadata Only

Local ASX close for AMI on 2026-11-02 (A$0.395; open 0.395, high 0.425, low 0.390, volume 3,794,397) from the local daily price database, with 20-day and 60-day traded value and 52-week range from the market snapshot.

Document ID
mkt-asx-close
Published UTC
2026-11-02T05:00:00Z
Projects
—
Commodities
—
Open original source ↗
Commodity spot prices and FX, 1-2 November 2026Commodity Data · MediumMetadata Only

Local commodity price database: gold US$3,877.30/oz (daily average 2026-11-01; 1-year average US$4,450.64), copper US$6.5375/lb, silver US$49.28/oz, SHFE zinc CNY25,890/t and lead CNY16,145/t (settlement 2026-10-30), AUD/USD 1.4236.

Document ID
mkt-metal-prices
Published UTC
2026-11-02T14:53:26Z
Projects
—
Commodities
gold · copper · zinc · lead · silver
Open original source ↗
Peer set from the stock database and daily closes at 30 October-2 November 2026Market Data · MediumMetadata Only

Market capitalisation and enterprise value for eight Australian gold and base-metal producers, computed from closes on or before the cutoff, latest shares on issue and net cash and FY26 EBITDA from the stock database.

Document ID
mkt-peer-set
Published UTC
2026-11-02T14:53:26Z
Projects
—
Commodities
—
Open original source ↗
AMI management assessment and external background checks (research as at 10 October 2026)Governance · LowMetadata Only

Local management research product: leadership roster reconciliation and open-web background checks on current executives, researched as at 10 October 2026 and updated here for the 29 October 2026 company secretary change.

Document ID
mgmt-background
Published UTC
2026-11-02T14:53:26Z
Projects
—
Commodities
—
Open original source ↗
Top-20 register and substantial holders (ownership research product)Governance · MediumMetadata Only

Local ownership research product with the register as at 10 October 2025 and substantial holder disclosures to 14 September 2026 (Brazil Farming).

Document ID
ownership-register
Published UTC
2026-11-02T14:53:26Z
Projects
—
Commodities
—
Open original source ↗
Change of Company SecretaryLeadership · LowExtracted

Resignation of Rochelle Carey as Company Secretary and appointment of Daniel Petravicius from 29 October 2026; Martin Cummings remains joint company secretary.

Document ID
ami-secretary-1029
Published UTC
2026-10-28T21:44:30Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities Report - September 2026Operations · HighPartial

September 2026 quarter: production by mine, Appendix 1 and 2 physicals and costs, cash balance of A$160.7M, undrawn RCF, quarterly cash bridge, sales and realised prices, and post-quarter corporate events.

Document ID
ami-qar-sep26
Published UTC
2026-10-27T21:40:10Z
Projects
cobar-operations · great-cobar
Commodities
gold · copper · zinc · lead
Open original source ↗
Quarterly Update and Outlook - September 2026Operations · MediumPartial

September 2026 quarterly presentation: production and cost charts, cash and liquidity, Peak plant expansion progress and Great Cobar schedule.

Document ID
ami-quo-sep26
Published UTC
2026-10-27T21:41:05Z
Projects
cobar-operations
Commodities
gold · copper · zinc · lead
Open original source ↗
2026 Annual Report to ShareholdersResults · HighPartial

Audited FY26 financial statements, contributed equity, rehabilitation provisions, derivatives, performance-rights movements, directors, KMP remuneration and post-balance-date events for Aurelia Metals (year to 30 June 2026).

Document ID
ami-ar-fy26
Published UTC
2026-10-14T21:45:57Z
Projects
cobar-operations · great-cobar · new-occidental
Commodities
gold · copper · zinc · lead
Open original source ↗
2026 Notice of Annual General Meeting/Proxy FormGovernance · LowExtracted

Notice of the 2026 AGM on 17 November 2026: remuneration report vote, proposed issue of 2,459,704 LTI rights to Steve Badenhorst, and re-election of Susie Corlett.

Document ID
ami-agm-2026
Published UTC
2026-10-14T21:32:02Z
Projects
—
Commodities
—
Open original source ↗
Notification of cessation of securities - AMICorporate Action · LowExtracted

Notification of cessation of securities showing 1,720,484,176 ordinary shares, 27,428,780 performance rights and 120,000,000 options (Trafigura warrants) expiring 21 August 2027 at A$0.25.

Document ID
ami-cess-1008
Published UTC
2026-10-07T22:43:29Z
Projects
—
Commodities
—
Open original source ↗
Initial Director's Interest Notice - BadenhorstGovernance · LowExtracted

Appendix 3X showing Stephanus Badenhorst appointed as director on 6 October 2026 with nil holdings.

Document ID
ami-dir-badenhorst
Published UTC
2026-10-05T22:25:39Z
Projects
—
Commodities
—
Open original source ↗
Appendix 4E - FY26 Financials and Sustainability ReportResults · HighExtracted

Audited FY26 statutory income statement, balance sheet, cash flow statement and notes for the year to 30 June 2026, with FY25 comparatives.

Document ID
ami-4e-fy26
Published UTC
2026-08-26T21:55:29Z
Projects
cobar-operations
Commodities
gold · copper · zinc · lead
Open original source ↗
FY26 Financial Results, Dividend and FY27 GuidanceResults · HighExtracted

FY26 results release: revenue, statutory and underlying EBITDA, NPAT, operating cash flow, cash, final dividend of 1.0 cent fully franked, FY27 production, cost and capital guidance and the New Occidental summary.

Document ID
ami-fy26-results
Published UTC
2026-08-26T22:02:44Z
Projects
cobar-operations
Commodities
gold · copper · zinc · lead
Open original source ↗
FY26 Financial Results PresentationPresentation · MediumPartial

FY26 results presentation: liquidity bridge, Cobar Region operating cash flow, FY27 unit cost and capital guidance and indicative FY27 gross revenue.

Document ID
ami-fy26-pres
Published UTC
2026-08-26T22:03:24Z
Projects
cobar-operations · great-cobar
Commodities
gold · copper · zinc · lead
Open original source ↗
2026 MROR and Production Target StatementReserve Update · HighPartial

Annual Mineral Resource and Ore Reserve statement at 30 June 2026 for Peak, New Cobar and Great Cobar, Federation, New Occidental, Nymagee and Queen Bee, with JORC tables, cut-offs and mining and processing parameters.

Document ID
ami-mror-26
Published UTC
2026-08-26T22:01:05Z
Projects
cobar-operations · great-cobar · new-occidental · nymagee-queen-bee
Commodities
gold · copper · zinc · lead · silver
Open original source ↗
Application for quotation of securities - AMICorporate Action · LowExtracted

Appendix 2A quotation of 27,082,344 ordinary shares issued under an employee incentive scheme on 26 August 2026, taking ordinary shares on issue to 1,720,484,176 per the later cessation notice.

Document ID
ami-quote-0827
Published UTC
2026-08-26T22:26:55Z
Projects
—
Commodities
—
Open original source ↗
Managing Director & Chief Executive Officer AppointedLeadership · HighExtracted

Appointment of Steve Badenhorst as Managing Director and CEO from 6 October 2026, with the material terms of his employment agreement.

Document ID
ami-ceo-appt
Published UTC
2026-08-24T22:26:15Z
Projects
—
Commodities
—
Open original source ↗
Notification of cessation of securities - AMICorporate Action · LowExtracted

Lapse of 8,105,726 performance rights; 1,693,401,832 ordinary shares then on issue and 120,000,000 Trafigura warrants.

Document ID
ami-cess-0811
Published UTC
2026-08-10T23:14:00Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities Report - June 2026Operations · MediumPartial

June 2026 quarter activities report: production, costs, cash, the refinancing and New Occidental economics summary.

Document ID
ami-qar-jun26
Published UTC
2026-07-19T22:28:43Z
Projects
cobar-operations · great-cobar · new-occidental
Commodities
gold · copper · zinc · lead
Open original source ↗
Leadership UpdateLeadership · HighExtracted

Exit of Bryan Quinn as MD and CEO effective 24 July 2026 and appointment of Martin Cummings as Interim CEO and Leigh Collins as Interim CFO.

Document ID
ami-leader-0702
Published UTC
2026-07-01T22:55:39Z
Projects
—
Commodities
—
Open original source ↗
New Occidental Tailings PFS and Maiden Ore ReserveStudy · HighPartial

Pre-feasibility study for retreating the New Occidental tailings through the Peak plant: maiden resource 2.6Mt at 0.65 g/t Au, reserve 2.3Mt at 0.64 g/t Au, A$3.3M capital, 32koz gold over ten years, post-tax NPV8 A$42M at A$5,017/oz and sensitivities at A$3,429/oz and stress recovery.

Document ID
ami-nopfs-26
Published UTC
2026-06-15T22:25:19Z
Projects
new-occidental
Commodities
gold
Open original source ↗
LGM: Aurelia Metals to Farm in to Legacy Minerals Cobar ProjEconomic Arrangement · LowPartial

Binding earn-in and farm-in agreement between Peak Gold Mines Pty Ltd and Legacy Minerals over EL9511 and EL9858: Aurelia can earn 51% for A$0.5M of exploration and 90% for a further A$1.5M, then a 10% JV interest or NSR royalty remains with LGM.

Document ID
ami-lgm-farmin
Published UTC
2026-06-01T22:49:16Z
Projects
nymagee-queen-bee
Commodities
gold · copper · zinc · lead
Open original source ↗
Leadership UpdateLeadership · HighExtracted

Notice that Bryan Quinn intends to step down as MD and CEO, search for successor, and the Peak plant operating near 800ktpa.

Document ID
ami-leader-0128
Published UTC
2026-01-27T22:45:18Z
Projects
—
Commodities
—
Open original source ↗
Board of Directors and Management UpdateGovernance · LowExtracted

Board update: Bruce Cox appointed Interim Non-Executive Chair after Peter Botten retired at the 2025 AGM, and Martin Cummings appointed as company secretary.

Document ID
ami-board-1127
Published UTC
2025-11-27T05:22:57Z
Projects
—
Commodities
—
Open original source ↗
2025 Annual Report to shareholdersStudy · HighPartial

FY25 annual report including the Great Cobar feasibility summary (NPV8 A$51M at conservative prices, A$164M at spot at the time, capital A$91.8M, 3.6Mt initial inventory, 8-year mine life).

Document ID
ami-ar-fy25
Published UTC
2025-10-29T21:22:48Z
Projects
great-cobar · cobar-operations
Commodities
gold · copper · zinc · lead
Open original source ↗
Evidence facts79
ami-shares-priorshares basic

1692572640 shares

2025-06-30
ami-shares-jun26shares basic

1693401832 shares

2026-06-30
ami-rev-fy26revenue

480241000 AUD

2026-06-30
ami-rev-fy25revenue

343469000 AUD

2025-06-30
ami-npat-fy26npat

82678000 AUD

2026-06-30
ami-npat-fy25npat

48852000 AUD

2025-06-30
ami-ocf-fy26operating cash flow

142793000 AUD

2026-06-30
ami-ocf-fy25operating cash flow

129668000 AUD

2025-06-30
ami-capex-fy26capex

121035000 AUD

2026-06-30
ami-capex-fy25capex

115991000 AUD

2025-06-30
ami-book-equitybook equity

457267000 AUD

2026-06-30
ami-cash-jun26cash

143899000 AUD

2026-06-30
ami-debt-jun26debt

5560000 AUD

2026-06-30
ami-lease-jun26lease liabilities

1718000 AUD

2026-06-30
ami-ebitda-fy26ebitda

189200000 AUD

2026-06-30
ami-ebitda-fy25ebitda

121900000 AUD

2025-06-30
ami-divps-ttmdividends per share ttm

0.01 AUD/share

2026-11-02
ami-cp-commcommodity

gold, copper, zinc, lead, silver text

2026-06-30
ami-cp-countrycountry

AU text

2026-06-30
ami-cp-prodfyproduction fy

50400 oz Au

2026-06-30
ami-cp-guidguidance

FY27 gold 50-60 koz; copper 2.5-3.5 kt; zinc 26-34 kt; lead 17-25 kt text

2027-06-30
ami-cp-thruthroughput

806000 t

2026-06-30
ami-cp-sustsustaining capex

58800000 AUD

2026-06-30
ami-gc-firstprodfirst production target

2028-06-30 date

2028-06-30
ami-roy-countrycountry

AU text

2026-06-30
ami-gc-spentcapex spent vs budget

22.2 pct

2026-06-30
ami-roy-ownownership pct

100 pct

2026-06-30
ami-roy-underunderlying asset

EL6162 Cobar exploration licence (royalty over EL6162; operator and terms not disclosed) text

2026-06-30
ami-roy-costholding cost

8000000 AUD

2026-06-30
ami-cp-ownownership pct

100 pct

2026-06-30
ami-cp-resvreserve tonnes

4300000 t

2026-06-30
ami-cp-resgradereserve grade

1.5 %Cu (Peak copper total)

2026-06-30
ami-cp-restonnes-fedreserve tonnes

1800000 t

2026-06-30
ami-cp-res-mreresource tonnes

13400000 t

2026-06-30
ami-cp-cutoffcutoff grade

145 AUD/t NSR

2026-06-30
ami-gc-ownownership pct

100 pct

2026-06-30
ami-gc-resvreserve tonnes

1600000 t

2026-06-30
ami-gc-resgradereserve grade

2.1 %Cu

2026-06-30
ami-gc-res-indresource tonnes

5800000 t

2026-06-30
ami-gc-res-infresource tonnes

4600000 t

2026-06-30
ami-gc-res-graderesource grade

2.0 %Cu (indicated and inferred weighted)

2026-06-30
ami-no-ownownership pct

100 pct

2026-06-30
ami-no-commcommodity

gold text

2026-06-16
ami-no-countrycountry

AU text

2026-06-16
ami-no-studytypestudy type

Pre-feasibility study (June 2026) text

2026-06-16
ami-no-studydatestudy date

2026-06-16 date

2026-06-16
ami-no-npvstudy npv post tax

42000000 AUD

2027-01-01
ami-no-irrstudy irr

258 pct

2027-01-01
ami-no-discstudy discount rate

8 pct

2027-01-01
ami-no-pricestudy price assumption

5017 AUD/oz Au

2027-01-01
ami-no-capexinitial capex

3300000 AUD

2027-01-01
ami-no-prodannual production lom

3200 oz Au/yr

2027-01-01
ami-no-lifemine life

10 years

2027-01-01
ami-no-resvreserve tonnes

2300000 t

2026-06-16
ami-no-resgradereserve grade

0.64 g/t Au

2026-06-16
ami-no-resresource tonnes

2600000 t

2026-06-16
ami-no-resgrade2resource grade

0.65 g/t Au

2026-06-16
ami-no-firstprodfirst production target

2027-07-01 date

2027-07-01
ami-no-permitpermitting status

consent authority Cobar Shire Council; development consent pending (estimated capital under $20M) text

2026-06-16
ami-cash-sep26cash

160700000 AUD

2026-09-30
ami-undrawn-sep26undrawn facilities

40000000 AUD

2026-09-30
ami-committed-sep26committed funding

0 AUD

2026-09-30
ami-qnb-sep26quarterly net burn

-17400000 AUD

2026-09-30
ami-cp-prodqproduction quarter

16262 oz Au

2026-09-30
ami-cp-recovrecovery pct

93.0 %

2026-09-30
ami-cp-headhead grade

2.41 g/t Au

2026-06-30
ami-gc-commcommodity

copper, gold, silver text

2026-06-30
ami-gc-countrycountry

AU text

2026-06-30
ami-gc-studytypestudy type

Feasibility Study (approved April 2025) text

2025-04-16
ami-gc-studydatestudy date

2025-04-16 date

2025-04-16
ami-gc-npvstudy npv post tax

51000000 AUD

2025-04-16
ami-gc-discstudy discount rate

8 pct

2025-04-16
ami-gc-capexinitial capex

91800000 AUD

2025-04-16
ami-gc-lifeyrsmine life

8 years

2025-04-16
ami-gc-prodannual production lom

10500 oz Au/yr

2025-04-16
ami-gc-permitpermitting status

approved (project approval April 2025; consented) text

2025-04-16
ami-cp-nameplatenameplate capacity

800000 tpa

2026-01-28
ami-shares-latestshares basic

1720484176 shares

2026-10-08
ami-shares-fdshares fully diluted

1867912956 shares

2026-10-08
Conflicts requiring judgment1
  • current chief executive

    The 25 August 2026 appointment announcement and the FY26 annual report (Quinn ceased 24 July 2026; Badenhorst from 6 October 2026) supersede the stale CEO label on the issuer team page cited in the management research.