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2026-11-06
◂ Monitor CXU ASX

Cauldron Energy Limited

Scoping Study Developer · Uranium · Australia Rating locked: sign in to view v6.2
Last 2026-11-06
A$0.056
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$114.1M
EV
A$110.4M
Cash
A$3.7M
Debt
A$0
2 newer ASX announcements not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory17 documents
CXU ASX ordinary-share close, 25 September 2026Market Data · HighExtracted

Latest eligible local database observation from market data provider via miners.collect_stock_prices; one ASX CXU ordinary share.

Document ID
asx-close-2026-09-25
Published UTC
2026-09-25T06:00:00Z
Projects
—
Commodities
—
Open original source ↗
Drilling extends Mineralisation 2.5kms at Manyingee South — announcement indexOperations · MediumExtracted

Third-party index confirms release timing and approximate same-day price impact; full issuer release was unavailable and geological details were not extracted.

Document ID
sep-release-index
Published UTC
2026-09-01T23:47:00Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted

Quarterly Activities/Appendix 5B Cash Flow Report; local release reviewed for the identified facts.

Document ID
quarter-2026-06
Published UTC
2026-07-30T01:11:24Z
Projects
yanrey · onslow
Commodities
uranium
Open original source ↗
Exploration Target on Recently Acquired TenementsResource Update · HighExtracted

Exploration Target on Recently Acquired Tenements; local release reviewed for the identified facts.

Document ID
target-2026
Published UTC
2026-05-27T00:23:48Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Cauldron Acquires Tenements Surrounding ManyingeeEconomic Arrangement · HighExtracted

Cauldron Acquires Tenements Surrounding Manyingee; local release reviewed for the identified facts.

Document ID
wyloo-royalty
Published UTC
2026-05-17T23:39:02Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumExtracted

Quarterly Activities/Appendix 5B Cash Flow Report; local release reviewed for the identified facts.

Document ID
quarter-2026-03
Published UTC
2026-04-30T04:25:02Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Half Yearly Report and AccountsResults · HighExtracted

Half Yearly Report and Accounts; local release reviewed for the identified facts.

Document ID
half-2025-12
Published UTC
2026-02-27T04:43:29Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Notification regarding unquoted securities - CXUFinancing · HighExtracted

Notification regarding unquoted securities - CXU; local release reviewed for the identified facts.

Document ID
rights-2026
Published UTC
2026-02-25T07:15:22Z
Projects
—
Commodities
—
Open original source ↗
Presentation at RIU 2026 Fremantle ConferencePresentation · MediumExtracted

Presentation at RIU 2026 Fremantle Conference; local release reviewed for the identified facts.

Document ID
presentation-2026
Published UTC
2026-02-17T00:56:15Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted

Quarterly Activities/Appendix 5B Cash Flow Report; local release reviewed for the identified facts.

Document ID
quarter-2025-12
Published UTC
2026-01-29T22:48:14Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Option conversions put Cauldron in strong financial positionFinancing · HighExtracted

Option conversions put Cauldron in strong financial position; local release reviewed for the identified facts.

Document ID
options-2026
Published UTC
2026-01-05T22:37:49Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumExtracted

Quarterly Activities/Appendix 5B Cash Flow Report; local release reviewed for the identified facts.

Document ID
quarter-2025-09
Published UTC
2025-10-28T08:49:38Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Annual Report to shareholdersResults · HighExtracted

Annual Report to shareholders; local release reviewed for the identified facts.

Document ID
annual-2025
Published UTC
2025-10-14T09:15:45Z
Projects
yanrey · onslow · melrose
Commodities
uranium
Open original source ↗
Sand Project Update - Cauldron to Retain Onslow TenementsEconomic Arrangement · MediumExtracted

Sand Project Update - Cauldron to Retain Onslow Tenements; local release reviewed for the identified facts.

Document ID
sand-termination
Published UTC
2025-09-02T00:14:17Z
Projects
onslow
Commodities
—
Open original source ↗
Extensive Palaeochannel System in Newly Acquired TenementsOperations · MediumExtracted

Extensive Palaeochannel System in Newly Acquired Tenements; local release reviewed for the identified facts.

Document ID
channels-2025
Published UTC
2025-05-22T00:39:06Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Cauldron Expands Footprint at YanreyTransaction · MediumExtracted

Cauldron Expands Footprint at Yanrey; local release reviewed for the identified facts.

Document ID
wyloo-2025
Published UTC
2025-04-08T23:26:42Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Bennet Well Scoping StudyStudy · HighExtracted

Bennet Well Scoping Study; local release reviewed for the identified facts.

Document ID
study-bennett
Published UTC
2023-12-13T03:24:40Z
Projects
yanrey
Commodities
uranium
Open original source ↗
Evidence facts39
quarter-2026-06-cashCash at bank at 30 June 2026

3680000 AUD

2026-07-30
quarter-2026-06-burnJune-quarter operating cash outflow

569000 AUD

2026-07-30
quarter-2026-06-runwayIssuer-estimated quarters of funding

6.47 quarters

2026-07-30
quarter-2026-06-bennetBennet Well resource

30.9 Mlb eU3O8

2026-07-30
quarter-2026-06-southManyingee South resource

14.9 Mlb eU3O8

2026-07-30
quarter-2026-06-northManyingee North resource

9.8 Mlb eU3O8

2026-07-30
quarter-2026-06-targetWestern Yanrey exploration target lower and upper bounds

90–269 Mlb eU3O8

2026-07-30
quarter-2026-06-inquiryWA inquiry reporting date revised to 15 November 2026

2026-11-15 None

2026-07-30
target-2026-targetExploration target on acquired tenements is conceptual, not a mineral resource

True None

2026-05-27
wyloo-royalty-royaltyWyloo gross metal royalty on five acquired tenements

1.5 % gross revenue

2026-05-18
wyloo-royalty-refusalWyloo last right of refusal on disposal

True None

2026-05-18
quarter-2026-03-periodMarch 2026 quarterly activities and Appendix 5B

True None

2026-04-30
half-2025-12-sharesOrdinary shares on issue 31 December 2025

2036977030 shares

2026-02-27
half-2025-12-optionsUnlisted options on issue 31 December 2025

30000000 options

2026-02-27
half-2025-12-rightsPerformance rights on issue 31 December 2025

66000000 rights

2026-02-27
half-2025-12-resource-southManyingee South inferred resource

14.9 Mlb eU3O8

2026-02-27
half-2025-12-resource-northManyingee North inferred resource

9.8 Mlb eU3O8

2026-02-27
rights-2026-rightsPerformance rights issued 24 February 2026

74000000 rights

2026-02-25
presentation-2026-focusPresentation identifies Yanrey uranium as primary development focus

True None

2026-02-17
quarter-2025-12-periodDecember 2025 quarterly activities and Appendix 5B

True None

2026-01-30
options-2026-convertedDecember 2025 listed option conversions

247570907 options

2026-01-06
options-2026-proceedsDecember 2025 option exercise proceeds

3713564 AUD

2026-01-06
quarter-2025-09-periodSeptember 2025 quarterly activities and Appendix 5B

True None

2025-10-28
annual-2025-lossFY2025 loss from continuing operations

-5357608 AUD

2025-10-14
annual-2025-rosterMichael Fry is Executive Director and company secretary; Jonathan Fisher is CEO

True None

2025-10-14
annual-2025-mouNavoiyuran MOU is non-binding; future technical, operations and funding terms to be documented

True None

2025-10-14
sand-termination-terminationOnslow purchase agreement terminated with no further production payment or royalty

True None

2025-09-02
sand-termination-cancelTwo million vendor shares to be cancelled

2000000 shares

2025-09-02
channels-2025-areaAcquired Wyloo tenement area

177.3 km2

2025-05-22
wyloo-2025-settlementSettlement cash from Wyloo

175000 AUD

2025-04-09
wyloo-2025-areaAcquired Yanrey tenement area

177.3 km2

2025-04-09
study-bennett-npvBennet Well pre-tax NPV10

449000000 AUD

2023-12-13
study-bennett-capexBennet Well initial capex

117700000 AUD

2023-12-13
study-bennett-outputBennet Well modeled annual production

1500000 lb U3O8/year

2023-12-13
study-bennett-priceStudy uranium price

75 USD/lb U3O8

2023-12-13
asx-close-2026-09-25-closeASX close

0.09 AUD/share

2026-09-25
asx-close-2026-09-25-volumeTrade volume

4136197 shares

2026-09-25
sep-release-index-releaseAnnouncement listing for Manyingee South drilling release

True None

2026-09-02
sep-release-index-impactIndex-estimated same-day price impact

5.0 %

2026-09-02