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2026-11-06
◂ Monitor BM1 ASX

Ballard Mining Limited

Resource Stage · Gold · AU Rating locked: sign in to view v8.1 · bm1-20261104t223118-full
Last 2026-11-06
A$0.61
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$319.1M
EV
A$231.8M
Cash
A$44.1M
Debt
A$0
1 newer ASX announcement not yet reflected in this valuation

Disclosed activity

Insider transactions

Reviewed 2026-10-09 19:44 UTC
Reset
Trading activity0 buys · 0 sells shownNet cash last 12 months no tradesShow chartHide chart
A$0.521A$0.770A$1.02Jan 26Apr 26Jul 26Oct 26Cash/mo2026-01-09 · Delta Group Entities · Other · 29.5m securities
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month

Major-holder activity

1 reviewed events · Newest first

Reviewed Major Holders events in BM1
DatePerson / accountActivity / securityQuantityCash considerationPriceHolding after
2026-01-09Delta Group EntitiesEscrowed shareholders group
Details & evidence for Delta Group Entities on 2026-01-09

Change in disclosed relevant interest due to escrow release; not a purchase or sale.

As disclosed: Delta ceased to have a deemed relevant interest in 29,453,592 escrowed shares after their release from voluntary escrow; no share disposal or cash consideration is reported.

Interest
Control
Registered account
Escrowed shareholders group
Holding before
—
Holding after
—
Market
Not Disclosed

Delta Lithium Limited · parent/reporting group member

Aurenne Group / Delta Holdings Pty Ltd · relevant interest deemed under subscription agreement; not a Delta beneficial holding

Change in substantial holding ↗
Published 2026-01-12 12:30 AEDT · PDF page 1 · Form 604 section 3: deemed interest ceased on escrow release

Change in substantial holding ↗
Published 2026-01-12 12:29 AEDT · PDF page 1 · Form 604 section 3: issuer disclosure interest ceased on same escrow release

OtherFully paid ordinary shares subject to voluntary escrow29,453,592—Not Disclosed——
Disclosed holding observations4 dated positions

Initial, final and threshold notices describe positions; these are not counted as purchases or sales.

Holding atPerson / groupType / securityQuantityPercentage
2026-01-09Delta Group Entities
Details & evidence for Delta Group Entities on 2026-01-09

Reported group total comprises 156,310,994 directly held by Delta and 36,363,640 shares issued to Aurenne under the 26 October 2025 subscription agreement, in which Delta is deemed to have a relevant interest. Previously reported 222,128,226 fell by 29,453,592 on escrow release. Do not sum with Ballard issuer disclosure-only row.

Interest
Control
Registered account
Not separately disclosed
Holding before
—
Holding after
—

Delta Lithium Limited · parent/reporting group member

Aurenne Group / Delta Holdings Pty Ltd · relevant interest deemed under subscription agreement; not a Delta beneficial holding

Change in substantial holding ↗
Published 2026-01-12 12:30 AEDT · PDF page 1 · Form 604 sections 2-3: present voting power and escrow release

Change in substantial holding ↗
Published 2026-01-12 12:30 AEDT · PDF page 2 · Form 604 section 4: Delta and Aurenne Group present interests

PositionFully paid ordinary shares192,674,63450.92%Voting Power
2025-07-09Ballard Mining Limited
Details & evidence for Ballard Mining Limited on 2025-07-09

Issuer disclosure-only interest arising from voluntary escrow restrictions; not beneficial ownership, with no acquisition or voting rights. Do not sum this observation with the Delta group observation.

Interest
Control
Registered account
Not separately disclosed
Holding before
—
Holding after
—

Becoming a substantial holder ↗
Published 2025-07-14 18:57 AEST · PDF page 1 · Initial Form 603 sections 1-4: deemed interest in escrowed shares

Change in substantial holding ↗
Published 2026-01-12 12:29 AEDT · PDF page 2 · Form 604: correction and section 609(9B) explanation

ThresholdFully paid ordinary shares29,453,5928.66%Voting Power
2025-07-09Delta Group Entities
Details & evidence for Delta Group Entities on 2025-07-09

Total relevant interest 185,764,586 = Delta retained 156,310,994 plus 29,453,592 shares in voluntary escrow (Hancock 7,281,548; Idemitsu 7,604,058; Lithium Resources Operations 14,567,986). The A$39.08m figure is a stated value for the retained in-specie shares, not cash paid.

Interest
Control
Registered account
Not separately disclosed
Holding before
—
Holding after
—

Delta Lithium Limited · parent/reporting group member

Aurenne Group / Delta Holdings Pty Ltd · relevant interest deemed under subscription agreement; not a Delta beneficial holding

Amended Initial Substantial Holder Notice from DLI ↗
Published 2025-07-17 08:33 AEST · PDF page 1 · Amended Form 603 sections 1-3: threshold date, voting power and relevant interests

Amended Initial Substantial Holder Notice from DLI ↗
Published 2025-07-17 08:33 AEST · PDF page 2 · Amended Form 603 section 5: in-specie retained shares and escrow interests

ThresholdFully paid ordinary shares185,764,58654.64%Voting Power
2025-07-09Mt Ida AU Pty Ltd
Details & evidence for Mt Ida AU Pty Ltd on 2025-07-09

29,453,592 shares deemed relevant through voluntary escrow restrictions: Hancock 7,281,548; Idemitsu 7,604,058; Lithium Resources Operations 14,567,986. Not a beneficial position of Ballard/Mt Ida AU; overlaps the Delta and Ballard disclosure positions.

Interest
Control
Registered account
Not separately disclosed
Holding before
—
Holding after
—

Becoming a substantial holder ↗
Published 2025-07-14 18:57 AEST · PDF page 1 · Form 603 sections 1-4: initial threshold and escrowed registered holders

Becoming a substantial holder ↗
Published 2025-07-14 18:57 AEST · PDF page 2 · Form 603 section 5: non-cash escrow restriction basis

ThresholdFully paid ordinary shares29,453,5928.66%Voting Power