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
◂ Monitor CTM ASX (OTCQX: CTTZF)

Centaurus Metals Limited

DFS Unfunded Developer · Nickel · BR Rating locked: sign in to view v8.1 · ctm-20261106t144519-full
Last 2026-11-06
A$0.355
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$233.7M
EV
A$191.5M
Cash
A$11.1M
Debt
A$0

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory24 documents
CTM closing price, ASX, 6 November 2026 (reference price)Market Data · HighExtracted

Latest eligible local ASX close A$0.355 on 6 November 2026 (volume 1,110,994), fresh, from miners.reference_price (market data provider via miners.collect_stock_prices). Market snapshot: 52-week range A$0.325-0.75, 20-day average traded value A$0.49m.

Document ID
ref-price-20261106
Published UTC
2026-11-06T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Nickel price, IMF monthly series (US$/t) and SHFE daily settlement (CNY/t) used for spot and deckCommodity Data · HighExtracted

IMF PCPS nickel monthly US$16,751/t (August 2026, spot proxy), trailing monthly average US$16,914/t (Nov 2025 to Aug 2026, deck window); SHFE daily settlement CNY120,300/t on 5 November 2026 (about US$18.1k/t including VAT).

Document ID
nickel-lme-proxy-aug26
Published UTC
2026-11-05T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Completion of tranche 1 placement to CNGR (4 November 2026)Financing · HighExtracted

Issue of 41,861,322 shares to a CNGR subsidiary for US$12.5m (A$17.8m); US$25m of US$40m now received; tranche 2 subject to approval, FID and ODI.

Document ID
tranche1-cngr-nov4
Published UTC
2026-11-04T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Appendix 2A application for quotation: 41,861,322 shares (issued 3 November 2026)Financing · MediumExtracted

Quotation of 41,861,322 ordinary shares issued 3 November 2026 under the CNGR tranche 1 subscription.

Document ID
appx2a-cngr-nov4
Published UTC
2026-11-04T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Completion of tranche 1 placement to Glencore (3 November 2026)Financing · HighExtracted

Issue of 41,903,070 shares to a Glencore subsidiary for US$12.5m (A$17.8m) at A$0.425.

Document ID
tranche1-glen-nov3
Published UTC
2026-11-03T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Appendix 2A application for quotation: 41,903,070 shares (issued 30 October 2026)Financing · MediumExtracted

Quotation of 41,903,070 ordinary shares issued 30 October 2026 under the Glencore tranche 1 subscription.

Document ID
appx2a-glen-nov3
Published UTC
2026-11-03T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Form 603 initial substantial holder notice: Glencore Australia Holdings (6.799%)Governance · MediumExtracted

Initial substantial holder notice: 41,903,070 shares, 6.799% voting power, acquired 30 October 2026.

Document ID
holder-glen-nov3
Published UTC
2026-11-03T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
September 2026 quarterly activities report and Appendix 5BOperations · HighPartial

Quarter to 30 September 2026: cash A$11.07m, quarterly operating and investing outflow A$9.5m, capital structure (574.4m shares at 30 Sep), tenement list, Jaguar engineering and financing status, Boi Novo and Rio Novo exploration.

Document ID
q-sep26
Published UTC
2026-10-30T01:00:00Z
Projects
jaguar-nickel · jambreiro-iron-ore · boi-novo-rio-novo
Commodities
nickel · copper
Open original source ↗
Appendix 3B proposed issue: tranche 2 strategic subscriptions (50,283,684 shares)Financing · HighExtracted

Appendix 3B for 50,283,684 shares (both groups, tranche 2) at A$0.425, proposed issue date 15 January 2027, subject to shareholder approval, FID and ODI.

Document ID
proposed-oct30
Published UTC
2026-10-30T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
AUD/USD exchange rate (RBA F11.1 and ECB reference, local fx_daily table)Market Data · MediumExtracted

AUD/USD 0.70246 on 30 October 2026 (latest in local DB, units per AUD); AUD/BRL 3.816 (USD/BRL about 5.43).

Document ID
fx-aud-usd-20261030
Published UTC
2026-10-30T01:00:00Z
Projects
jaguar-nickel
Commodities
—
Open original source ↗
Strategic offtake and US$40m investment from Glencore and CNGREconomic Arrangement · HighExtracted

Two binding five-year offtakes (minimum 20,000 t a year each) from H1 2029 with Glencore and CNGR, each subscribing US$20m in two tranches; tranche 2 subject to shareholder approval, FID and ODI; sunset 31 January 2027.

Document ID
strat-oct26
Published UTC
2026-10-28T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel · copper · cobalt
Open original source ↗
Appendix 3B proposed issue: tranche 1 strategic placements (83,806,140 shares at A$0.425)Financing · HighExtracted

Appendix 3B for up to 83,806,140 shares at A$0.425 under LR 7.1 capacity for Glencore and CNGR first tranches; CNGR subject to Chinese ODI approval (determination 13 November 2026).

Document ID
proposed-oct28
Published UTC
2026-10-28T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Nickel outlook: INSG surplus forecast (Oct 2026), Sumitomo Metal 2027 outlook (6 Oct 2026), Indonesia quota policyOther · HighExtracted

Web search summary: INSG projects a 2026 surplus of 19kt widening to 70kt in 2027; Sumitomo Metal expects a 2027 surplus; BMI sees a return to deficit around 2028-2029 if Indonesian quotas are held near 2026 levels; the 2027 quota decision was pending. Sources: xtb.com (15 Oct 2026), kitco.com (6 Oct 2026), spglobal.com (Feb 2026).

Document ID
outside-nickel-outlook
Published UTC
2026-10-15T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Glencore confirms Jaguar nickel offtake remains bindingEconomic Arrangement · HighExtracted

Issuer confirms the Glencore offtake agreement announced 16 March 2026 remains binding; senior debt process described as well advanced.

Document ID
offtake-glen-oct26
Published UTC
2026-10-12T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Top-20 register and substantial holders, research cache (latest annual register 25 March 2026)Governance · MediumExtracted

Local ownership research (ownership/CTM/investors.json, reviewed 9 Oct 2026): McCusker Holdings 13.03%, Lujeta 8.67% of 565.1m shares at 25 March 2026; Glencore and CNGR subscriptions added after the register date.

Document ID
ownership-ctm-register
Published UTC
2026-10-09T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Management research: executive profiles and roster (management/CTM, roster as at 26 Sep 2026)Governance · MediumExtracted

Local management research: nine executives on the issuer management page (26 Sep 2026) with career chronologies; background checks limited (1/5 evidence score).

Document ID
mgmt-ctm-research
Published UTC
2026-09-26T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Half-year accounts to 30 June 2026Results · HighExtracted

Condensed half-year accounts: cash A$17.5m at 30 June 2026, no borrowings, lease liabilities A$0.66m, H1 loss A$6.7m, mine development payments, ONS grid approval, Glencore offtake and debt process status.

Document ID
hy-jun26
Published UTC
2026-09-10T01:00:00Z
Projects
jaguar-nickel · jambreiro-iron-ore · boi-novo-rio-novo
Commodities
nickel · copper · iron_ore
Open original source ↗
Director and insider dealings, Appendix 3Y and 3X notices (local insider database)Governance · LowExtracted

Insider transactions database (miners.insider_transactions show CTM, status partial): e.g. 79,121 shares acquired on option exercise by a director on 18 August 2026.

Document ID
insider-ctm-appendix3y
Published UTC
2026-08-18T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Jaguar project presentation, Diggers and Dealers (August 2026)Presentation · MediumPartial

Investor presentation: funding status (debt proposals up to US$320m, BNDES LOI US$190m), Glencore offtake, project schedule and key economics.

Document ID
dd-aug26
Published UTC
2026-08-03T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Chair address and managing director presentation, AGM 2026Presentation · MediumPartial

AGM presentation: nickel market outlook citing Macquarie and INSG, Indonesian quota and HPAL disruption, capital structure, Jaguar FID timetable and Jambreiro iron ore.

Document ID
agm-may26
Published UTC
2026-05-28T01:00:00Z
Projects
jaguar-nickel · jambreiro-iron-ore
Commodities
nickel · iron_ore
Centaurus Metals Annual Report 2025 (financial year to 31 December 2025)Results · HighPartial

Audited FY2025 accounts (loss A$14.3m, cash A$24.6m, no debt, 562.8m shares at 31 Dec 2025), JORC resource and reserve statement (Jaguar and Jambreiro) at 31 Dec 2025 with 2024 comparatives, option table and governance.

Document ID
ar-fy25
Published UTC
2026-04-28T01:00:00Z
Projects
jaguar-nickel · jambreiro-iron-ore · boi-novo-rio-novo
Commodities
nickel · copper · cobalt · iron_ore
Open original source ↗
Centaurus acquires Rio Novo copper-gold projectTransaction · MediumExtracted

Acquisition of Rio Novo tenement from Ore Investments: transfer on execution, staged vendor payments (A$42,500, A$85,000, A$170,000) and A$1.7m milestone payments, at least 50% in shares.

Document ID
rionovo-oct25
Published UTC
2025-10-29T01:00:00Z
Projects
boi-novo-rio-novo
Commodities
copper
Open original source ↗
A$23m capital raising for Jaguar financing and developmentFinancing · HighPartial

Placement and share purchase plan raising about A$23m at A$0.36 per share to fund Jaguar financing and development.

Document ID
raise-aug25
Published UTC
2025-08-14T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel
Open original source ↗
Jaguar Value Engineering Process (JVEP) study announcement and report, 8 May 2025Study · HighExtracted

Updated open-pit study for Jaguar: 15-year life, 18,700 tpa average nickel, US$380m pre-production capex, post-tax NPV8 US$735m (A$1.148bn) at US$19,800/t Ni, IRR 34%, cost tables, annual mine and processing profiles, sensitivities and tax concessions.

Document ID
jvep-2025
Published UTC
2025-05-08T01:00:00Z
Projects
jaguar-nickel
Commodities
nickel · copper · cobalt
Open original source ↗
Evidence facts87
ar-fy25-f1npat

-14308070 AUD

2025-12-31
ar-fy25-f2npat

-18445636 AUD

2024-12-31
ar-fy25-f3operating cash flow

-13225929 AUD

2025-12-31
ar-fy25-f4capex

2168111 AUD

2025-12-31
ar-fy25-f5cash

24577181 AUD

2025-12-31
ar-fy25-f6cash

18043388 AUD

2024-12-31
ar-fy25-f7debt

0 AUD

2025-12-31
ar-fy25-f8lease liabilities

724427 AUD

2025-12-31
ar-fy25-f9book equity

45058256 AUD

2025-12-31
ar-fy25-f10shares basic

562827818 shares

2025-12-31
ar-fy25-f11shares basic

496701213 shares

2024-12-31
ar-fy25-f12dividends per share ttm

0 AUD/share

2026-11-06
ar-fy25-f13ownership pct (jambreiro)

100 pct

2025-12-31
ar-fy25-f14ownership pct (boi-novo)

100 pct

2025-12-31
ar-fy25-f15country (jambreiro)

BR text

2025-12-31
ar-fy25-f16resource tonnes (jaguar)

14.8 mt

2025-12-31
ar-fy25-f17resource tonnes (jaguar)

97.8 mt

2025-12-31
ar-fy25-f18resource tonnes (jaguar)

25.7 mt

2025-12-31
ar-fy25-f19resource tonnes (jaguar)

138.2 mt

2025-12-31
ar-fy25-f20resource grade (jaguar)

0.87 %

2025-12-31
ar-fy25-f21resource contained (jaguar)

156100 t

2025-12-31
ar-fy25-f22resource contained (jaguar)

822800 t

2025-12-31
ar-fy25-f23resource contained (jaguar)

225500 t

2025-12-31
ar-fy25-f24resource contained (jaguar)

1204400 t

2025-12-31
ar-fy25-f25resource date (jaguar)

2025-12-31 date

2025-12-31
ar-fy25-f26reserve tonnes (jaguar)

9.8 mt

2025-12-31
ar-fy25-f27reserve tonnes (jaguar)

42.2 mt

2025-12-31
ar-fy25-f28reserve tonnes (jaguar)

52.0 mt

2025-12-31
ar-fy25-f29reserve grade (jaguar)

0.78 %

2025-12-31
ar-fy25-f30reserve contained (jaguar)

406100 t

2025-12-31
ar-fy25-f31reserve contained (jaguar)

91500 t

2025-12-31
ar-fy25-f32reserve contained (jaguar)

314600 t

2025-12-31
ar-fy25-f33resource tonnes (jambreiro)

127.1 mt

2025-12-31
ar-fy25-f34resource grade (jambreiro)

28.0 %

2025-12-31
ar-fy25-f35reserve tonnes (jambreiro)

43.3 mt

2025-12-31
ar-fy25-f36reserve grade (jambreiro)

29.1 %

2025-12-31
ar-fy25-f37resource date (jambreiro)

2025-12-31 date

2025-12-31
ar-fy25-f38cutoff grade (jambreiro)

20% Fe cut-off text

2025-12-31
ar-fy25-f39commodity (jambreiro)

iron ore text

2025-12-31
ar-fy25-f40resource tonnes (jambreiro)

44.3 mt

2025-12-31
ar-fy25-f41resource tonnes (jambreiro)

37.7 mt

2025-12-31
ar-fy25-f42resource tonnes (jambreiro)

45.1 mt

2025-12-31
hy-jun26-f1exploration target (boi-novo)

Non-JORC exploration target 520-780 Mt at 30-35% Fe (four BIF prospects) text

2026-06-30
hy-jun26-f2next drilling (boi-novo)

Drilling campaign planned H2 2026 incorporating Rio Novo targets text

2026-06-30
hy-jun26-f3permitting status (jaguar)

Installation Licence granted March 2025; mining lease granted; grid connection approved (ONS) 2026 text

2026-06-30
hy-jun26-f4npat

-6722832 AUD

2026-06-30
hy-jun26-f5operating cash flow

-5006841 AUD

2026-06-30
hy-jun26-f6capex

3448221 AUD

2026-06-30
hy-jun26-f7cash

17498772 AUD

2026-06-30
hy-jun26-f8debt

0 AUD

2026-06-30
hy-jun26-f9lease liabilities

663948 AUD

2026-06-30
hy-jun26-f10book equity

41372529 AUD

2026-06-30
hy-jun26-f11inventory

80033 AUD

2026-06-30
q-sep26-f1ownership pct (jaguar)

100 pct

2026-09-30
q-sep26-f2commodity (jaguar)

nickel text

2026-09-30
q-sep26-f3country (jaguar)

BR text

2026-09-30
q-sep26-f4country (boi-novo)

BR text

2026-09-30
q-sep26-f5tenement area (boi-novo)

75 km2

2026-09-30
q-sep26-f6commodity (boi-novo)

copper and gold text

2026-09-30
q-sep26-f7cash

11068000 AUD

2026-09-30
q-sep26-f8quarterly net burn

9510000 AUD

2026-09-30
q-sep26-f9shares basic

574428304 shares

2026-09-30
q-sep26-f10ownership pct (jambreiro)

100 pct

2026-11-06
q-sep26-f11tenement area (jaguar)

30 km2

2026-09-30
q-sep26-f12ownership pct (boi-novo)

100 pct

2026-09-30
jvep-2025-f1study npv post tax (jaguar)

735000000 USD

2025-05-08
jvep-2025-f2study irr (jaguar)

34 %

2025-05-08
jvep-2025-f3study discount rate (jaguar)

8 %

2025-05-08
jvep-2025-f4initial capex (jaguar)

379600000 USD

2025-05-08
jvep-2025-f5annual production lom (jaguar)

18700 t/yr

2025-05-08
jvep-2025-f6aisc lom (jaguar)

3.55 USD/lb

2025-05-08
jvep-2025-f7mine life (jaguar)

15 years

2025-05-08
jvep-2025-f8study price assumption (jaguar)

19800 USD/t

2025-05-08
jvep-2025-f9study date (jaguar)

2025-05-08 date

2025-05-08
jvep-2025-f10study type (jaguar)

JVEP updated feasibility study (open pit, concentrate) text

2025-05-08
jvep-2025-f11c1 cost (jaguar)

2.67 USD/lb

2025-05-08
jvep-2025-f12head grade (jaguar)

0.78 %

2025-05-08
jvep-2025-f13mining method (jaguar)

Open pit, conventional mining (JVEP); 15-year mine life, 4.9:1 strip ratio text

2025-05-08
jvep-2025-f14reserve tonnes (jaguar)

52.0 mt

2025-05-08
jvep-2025-f15reserve grade (jaguar)

0.78 %

2025-05-08
jvep-2025-f16recovery pct (jaguar)

70 %

2025-05-08
jvep-2025-f17throughput (jaguar)

3500000 t/yr

2025-05-08
jvep-2025-f18sustaining capex (jaguar)

182200000 USD

2025-05-08
strat-oct26-f1first production target (jaguar)

2029-06-30 date

2029-06-30
proposed-oct30-f1shares fully diluted

743527735 shares

2026-11-06
tranche1-cngr-nov4-f1committed funding

35599866 AUD

2026-11-04
appx2a-cngr-nov4-f1shares basic

658192696 shares

2026-11-06