OREMAVEN
XMM 7,722.00 -2.63% YTD +5.6% OM ASX 450.55 -2.56% YTD +0.1% OM PRECIOUS 349.20 -2.24% YTD +2.5% OM EX-PREC 418.91 -2.72% YTD -1.1% XAU 4,115.59 +2.31% YTD -4.9% GLD 375.49 +0.81% YTD -5.2% GDX 85.75 +1.37% YTD -0.0% SIL 77.33 -1.00% YTD -7.3% COPX 70.23 -5.81% YTD -1.8% URNM 40.07 -2.79% YTD -27.0%
2026-11-06
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Beacon Minerals Limited

Ramping Producer · Gold · AU Rating locked: sign in to view v8.1 · bcn-20261104t223132-full
Last 2026-11-06
A$2.73
1D
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1M
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YTD
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1Y
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Upside
Locked: sign in to view
Mkt cap
A$317.7M
EV
A$297.9M
Cash
A$27.7M
Debt
A$7.9M

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory9 documents
Reference price: BCN close on 4 November 2026 (local market database)Market Data · HighMetadata Only

python -m miners.reference_price BCN --valuation-date 2026-11-04: close A$2.25 on 4 Nov 2026, volume 4,501, price status fresh (0 days), eligible local ASX close. Used as the reference price.

Document ID
mkt-ref-price
Published UTC
2026-11-04T06:00:00Z
Projects
—
Commodities
gold
Open original source ↗
Gold peer metrics at 4 November 2026 (stock database, published research runs)Market Data · MediumMetadata Only

miners_v8.db companies and stock_daily rows for gold peers (primary commodity Au) at 4 Nov 2026: market cap, EV, EV/EBITDA, P/NAV, EV per attributable resource and 12-month return. Peers taken from the stock database; each row is the peer's own latest published run.

Document ID
peer-db-snapshot
Published UTC
2026-11-03T22:00:00Z
Projects
—
Commodities
gold
Open original source ↗
Gold spot and AUD exchange rate at the cutoff (commodity and FX market data)Commodity Data · HighMetadata Only

Local commodity series (yahoo_futures:gc via miners.v8db.market_snapshot): gold USD 3,940.40/oz on 3 Nov 2026; trailing 1-year average USD 4,451.51, 3-year average USD 3,314.26; AUD per USD 1.4236. Spot in A$ = 5,609.6/oz.

Document ID
mkt-gold-spot
Published UTC
2026-11-03T06:00:00Z
Projects
—
Commodities
gold
Open original source ↗
Appendix 2A: 6,003 ordinary shares issued on exercise of options (2 November 2026)Corporate Action · LowExtracted

Appendix 2A notice: 6,003 ordinary shares quoted on 30 October 2026 from exercise of BCNOD options; confirms the 30 October 2026 share count used in the capital structure.

Document ID
a2a-nov26
Published UTC
2026-11-02T00:00:00Z
Projects
—
Commodities
gold
Beacon Minerals September 2026 Quarterly Activities ReportResults · HighExtracted

September 2026 quarter: 6,250 oz gold produced (Beacon 50% share of JV ore 3,303 oz), AISC A$4,531/oz, sales 8,300 oz at A$5,998/oz, cash A$27.69m at 30 Sep 2026, asset finance A$7.89m, 116,379,991 shares at 30 Oct 2026, 2,623,994 listed options; Iguana ore reserve restated in the 20 Aug 2026 release.

Document ID
q-sep26
Published UTC
2026-10-30T00:00:00Z
Projects
lady-ida-iguana · jaurdi-hub
Commodities
gold
Beacon Minerals Annual Report 2026 (year to 30 June 2026)Results · HighPartial

Audited FY26 statements (year to 30 June 2026): gold sales 126.6m, NPAT 45.5m, operating cash flow 37.1m, cash 9.9m, term deposits 14.1m, loan facility 9.3m, rehabilitation provision 24.0m; 30 June 2026 Mineral Resource and Ore Reserve table; Lady Ida JV terms; shareholder register at 29 September 2026; directors and key management.

Document ID
ar-fy26
Published UTC
2026-09-29T00:00:00Z
Projects
lady-ida-iguana · jaurdi-hub · mt-dimer
Commodities
gold
Ore Reserve Statement - Iguana Deposit (ASX release 20 August 2026)Reserve Update · HighExtracted

Iguana ore reserve 11.0 Mt at 1.20 g/t for 430.2 koz (100% basis, Lady Ida JV); updated 100% pre-feasibility study on the reserve: pre-tax undiscounted cash flow A$841m at A$5,500/oz, A$1,085m at spot A$6,190/oz, 9-year life, AISC A$3,283/oz, establishment capital A$2.5m, 8% discount rate; mineral resource 11.5 Mt at 1.4 g/t for 533 koz.

Document ID
ors-aug26
Published UTC
2026-08-20T00:00:00Z
Projects
lady-ida-iguana
Commodities
gold
Beacon Minerals June 2026 Quarterly Activities ReportResults · MediumExtracted

June 2026 quarter operating and corporate update; September 2026 quarter production guidance 5,000 to 6,000 oz.

Document ID
q-jun26
Published UTC
2026-07-30T00:00:00Z
Projects
lady-ida-iguana · jaurdi-hub
Commodities
gold
Iguana Pre-Feasibility Study and Ore Reserve (ASX release 24 February 2025)Study · MediumExtracted

Superseded February 2025 Iguana PFS: 3.43 Mt reserve at 1.20 g/t for 132.2 koz; pre-tax undiscounted cash flow A$177.1m at A$3,600/oz; AISC A$2,111/oz; no discount rate applied.

Document ID
pfs-feb25
Published UTC
2025-02-24T00:00:00Z
Projects
lady-ida-iguana
Commodities
gold
Conflicts requiring judgment2
  • iguana proved reserve tonnes

    The 20 Aug 2026 release states 100 kt proved at 0.79 g/t with 3.4 koz, which does not tie (100 kt x 0.79 g/t = 2.5 koz); the annual report table (135 kt at 0.8 g/t = 3.5 koz) ties and matches the 11.06 Mt study ore, so it is selected for proved; probable is taken from the 20 Aug release.

  • in-specie distribution per share

    The annual report (directors report 0.12 per share; note 17 0.13 per share on A$15.3m) and the quarterly (12 cents) differ by rounding of the per-share basis; the distribution is non-cash and is excluded from the cash dividend metric.