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 CYL ASX

Catalyst Metals Limited

Producer · Gold · AU Rating locked: sign in to view v8.1 · cyl-20261031t172755-full
Last 2026-11-06
A$4.08
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$1.1B
EV
A$731.7M
Cash
A$371M
Debt
A$24.2M
1 newer ASX announcement not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory27 documents
Quarterly Activities Report - September 2026Guidance · HighExtracted

September 2026 quarterly and FY27 guidance. Gold sold 27,229 oz at AISC A$3,512/oz (produced 22,231 oz, AISC produced A$4,267/oz); cash and bullion A$371m; RCF raised to A$200m undrawn; FY27 guidance 90-105 koz at AISC A$3,600-4,100/oz; Trident and Old Highway production deferred from FY27 to FY28; Reserves 2.0 Moz.

Document ID
q_sep26
Published UTC
2026-10-29T22:25:25Z
Projects
plutonic
Commodities
gold
Open original source ↗
Latest eligible local ASX close for CYL from miners.reference_price: A$3.92 on 2Market Data · MediumExtracted

Latest eligible local ASX close for CYL from miners.reference_price: A$3.92 on 2026-10-30, volume 7,332,066 (open 4.70, high 4.70, low 3.80), market data provider via miners.collect_stock_prices, one ASX CYL ordinary share.

Document ID
price_20261030
Published UTC
2026-10-30T05:30:00Z
Projects
—
Commodities
gold
Open original source ↗
Local market snapshot (python -m miners.v8db.market_snapshot CYL --cutoff 2026-1Market Data · MediumExtracted

Local market snapshot (python -m miners.v8db.market_snapshot CYL --cutoff 2026-10-31 --shares 263982465 --commodities Au): CYL 1m -33.1%, 3m -27.4%, 12m -41.7%, 3y +460%; 52-week range A$3.92-9.64; 20-day average traded value A$7.7m; gold spot US$4,031/oz on 2026-10-29, AUD/USD 1.4407 per USD, gold 1y average US$4,454, 3y average US$3,306; no published peers in the v8 database.

Document ID
market_snapshot_20261030
Published UTC
2026-10-30T05:30:00Z
Projects
—
Commodities
gold
Open original source ↗
Peer screen from the local asx_mining_companies.db: closes on 2026-10-30 and 202Market Data · MediumExtracted

Peer screen from the local asx_mining_companies.db: closes on 2026-10-30 and 2025-10-30 for Ramelius, Westgold, Regis, Pantoro, Emerald and Vault; market cap = close x shares implied by the database market cap and latest price (retrieved 2026-08-09); no peer cash, debt, EBITDA or resource data were available locally. Kaiser Reef (KAU) closed at A$0.155 on 2026-10-30.

Document ID
peer_prices_20261030
Published UTC
2026-10-30T05:30:00Z
Projects
—
Commodities
gold
Open original source ↗
Annual Report to shareholdersResults · HighExtracted

FY26 annual report (year to 30 June 2026): revenue A$631.9m, NPAT A$171.1m, operating cash flow A$277.6m, cash A$309.5m plus bullion (A$331m), borrowings A$24.2m, equity A$700.1m; Mineral Resource 49.5 Mt at 3.2 g/t for 5,116 koz and Ore Reserve 23.4 Mt at 2.6 g/t for 1,971 koz; board, top 20 holders, hedge and facility post-balance-date events.

Document ID
ar_fy26
Published UTC
2026-10-21T08:45:27Z
Projects
plutonic · four_eagles · kaiser_reef_stake
Commodities
gold
Open original source ↗
Letter to ShareholdersGovernance · LowExtracted

Letter to shareholders (13 October 2026): the 2026 AGM will be held on Thursday 12 November 2026 at 10.00am AWST in West Perth.

Document ID
agm_letter
Published UTC
2026-10-13T02:47:09Z
Projects
—
Commodities
gold
Open original source ↗
investingLive summary of a Goldman Sachs note: end-2026 gold forecast trimmed toMarket Data · LowExtracted

investingLive summary of a Goldman Sachs note: end-2026 gold forecast trimmed to US$4,650/oz, 2027 target held at US$5,400/oz; Fed hikes and softer ETF demand cited; central-bank buying expected near 70 t in 2026. Page date not verifiable, used for market context only.

Document ID
web_goldman_gold
Published UTC
2026-10-01T01:00:00Z
Projects
—
Commodities
gold
Open original source ↗
Investor Presentation - September 2026Presentation · MediumExtracted

September 2026 northern-hemisphere roadshow presentation: Plutonic hub-and-spoke plan of six ore sources into one 2 Mtpa plant, 2.0 Moz Reserve, 5.1 Moz Resource, company history and the 2025 vision of about 200 koz pa at A$2,200-2,650/oz AISC.

Document ID
pres_sep26
Published UTC
2026-09-28T23:06:34Z
Projects
plutonic · four_eagles
Commodities
gold
Open original source ↗
Motley Fool Australia, 2 September 2026: a broker note on an ASX 300 stock with Other · LowExtracted

Motley Fool Australia, 2 September 2026: a broker note on an ASX 300 stock with 89% upside, returned by search for CYL; content not retrieved in full, so not relied on beyond showing that sell-side coverage was bullish before the guidance reset.

Document ID
web_fool_20260902
Published UTC
2026-09-02T01:00:00Z
Projects
—
Commodities
gold
Open original source ↗
Change of Director's Interest NoticeGovernance · LowExtracted

Appendix 3Y: CEO James Champion de Crespigny vesting/exercise of performance rights, 12-14 August 2026.

Document ID
ins_20260819
Published UTC
2026-08-19T07:30:39Z
Projects
—
Commodities
gold
Open original source ↗
Quarterly Activities Report - June 2026Results · HighExtracted

June 2026 quarterly: record quarterly Plutonic production 31,886 oz at AISC A$2,666/oz; FY26 production 103,761 oz and AISC A$2,738/oz sold; cash and bullion A$331m; PP2 refurbishment study (A$50-75m for 2.5-3.0 Mtpa).

Document ID
q_jun26
Published UTC
2026-07-30T22:56:49Z
Projects
plutonic
Commodities
gold
Open original source ↗
Change of Director's Interest NoticeGovernance · LowExtracted

Appendix 3Y: CEO acquisition of FY25 STI/LTI and FY26 LTI performance rights, 11 May 2026.

Document ID
ins_20260514
Published UTC
2026-05-14T05:54:30Z
Projects
—
Commodities
gold
Open original source ↗
Motley Fool Australia, 1 May 2026: Bell Potter kept a buy on CYL with a A$14.60 Other · LowExtracted

Motley Fool Australia, 1 May 2026: Bell Potter kept a buy on CYL with a A$14.60 target and expected FY26 EPS down 19% then FY27 up 11%; TradingView average 12-month target A$13.87; the shares had fallen on a disappointing quarterly and a softer gold backdrop. Pre-dates the FY27 guidance cut and is used only to test the thesis.

Document ID
web_fool_20260501
Published UTC
2026-05-01T01:00:00Z
Projects
—
Commodities
gold
Open original source ↗
Quarterly Activities Report - March 2026Results · MediumExtracted

March 2026 quarterly: 26,127 oz at AISC A$2,901/oz produced; FY26 AISC guidance raised to A$2,750-2,950/oz; cash and bullion A$277m after a A$17m tax payment.

Document ID
q_mar26
Published UTC
2026-04-28T22:20:41Z
Projects
plutonic
Commodities
gold
Open original source ↗
Completion of Agreement with Catalyst MetalsTransaction · LowExtracted

Star Minerals completion notice (19 March 2026): West Bryah sold to Catalyst for A$1m cash and 230,536 CYL shares; Catalyst took a A$1m placement in Star at A$0.062.

Document ID
star_completion
Published UTC
2026-03-18T21:48:26Z
Projects
bryah_basin
Commodities
gold
Open original source ↗
Catalyst acquires significant position in Bryah BasinTransaction · LowExtracted

February 2026: binding agreements to acquire about 1,100 sq km of Bryah Basin tenements from Star Minerals (A$2.75m cash and scrip) and Albright Metals (about 50% for A$1.8m, option for the rest at A$2.2m); toll treating of up to 250 kt of Star Tumblegum South ore at Plutonic over two years; A$1m placement in Star.

Document ID
bryah
Published UTC
2026-02-17T21:50:38Z
Projects
bryah_basin
Commodities
gold
Open original source ↗
Change of Director's Interest NoticeGovernance · LowExtracted

Appendix 3Y: CEO sold 750,000 ordinary shares between 4 and 10 February 2026.

Document ID
ins_20260211
Published UTC
2026-02-10T21:59:10Z
Projects
—
Commodities
gold
Open original source ↗
Change of Director's Interest NoticeGovernance · LowExtracted

Appendix 3Y: director Robin Scrimgeour sold 1,000,000 shares on 20-23 January 2026 for A$9,222,935.

Document ID
ins_20260123
Published UTC
2026-01-23T08:31:57Z
Projects
—
Commodities
gold
Open original source ↗
Quarterly Activities Report - December 2025Results · MediumExtracted

December 2025 quarterly: 28,176 oz at AISC A$2,565/oz produced; realised price A$6,322/oz; cash and bullion A$238m.

Document ID
q_dec25
Published UTC
2026-01-14T22:21:18Z
Projects
plutonic
Commodities
gold
Open original source ↗
Change of Director's Interest NoticeGovernance · LowExtracted

Appendix 3Y: director Robin Scrimgeour sold 250,000 shares on 28 November to 2 December 2025 for A$1,668,168.

Document ID
ins_20251203
Published UTC
2025-12-03T08:30:51Z
Projects
—
Commodities
gold
Open original source ↗
Catalyst acquires remaining 49% interest in Tandarra ProjectTransaction · LowExtracted

November 2025: Catalyst acquired the remaining 49% of Tandarra for A$1.3m cash, settling litigation and consolidating the Bendigo Belt position; Four Eagles resource 163 koz at 7.7 g/t.

Document ID
tandarra
Published UTC
2025-11-10T22:27:41Z
Projects
four_eagles
Commodities
gold
Open original source ↗
Quarterly Activities Report - Sept 2025Results · MediumExtracted

September 2025 quarterly: 17,572 oz at AISC A$2,877/oz; original FY26 guidance 100-110 koz at A$2,200-2,650/oz; quoted shares 256,359,839; cash and bullion A$227m.

Document ID
q_sep25
Published UTC
2025-10-31T06:03:46Z
Projects
plutonic
Commodities
gold
Open original source ↗
Change of Director's Interest NoticesGovernance · LowExtracted

Company notice 23 September 2025: CEO sold 250,000 shares (tax obligations) and director Bruce Kay sold 1,200,000 shares (36% of his holding on a fully diluted basis) on market at about A$8.45.

Document ID
ins_20250924
Published UTC
2025-09-23T22:49:42Z
Projects
—
Commodities
gold
Open original source ↗
Quarterly Activities Report - June 2025Results · MediumExtracted

June 2025 quarterly: Plutonic 23,730 oz at AISC A$2,362/oz; Plutonic FY25 86,384 oz at A$2,317/oz; cash and bullion A$230m; Henty sold mid-May 2025.

Document ID
q_jun25
Published UTC
2025-07-23T23:12:51Z
Projects
plutonic
Commodities
gold
Open original source ↗
Catalyst complete $150m placement to institutional investorsFinancing · MediumExtracted

May 2025: A$150m institutional placement of 25.0m shares at A$6.00.

Document ID
placement_may25
Published UTC
2025-05-22T23:21:14Z
Projects
plutonic
Commodities
gold
Open original source ↗
Catalyst acquires Old Highway Gold ProjectTransaction · MediumExtracted

May 2025: acquisition of Old Highway from Sandfire for A$32.5m; internal estimate A$280m pre-tax NPV at A$5,000/oz, 4-year plan, 35 koz pa, AISC A$1,588/oz.

Document ID
oh_acq
Published UTC
2025-05-08T02:04:10Z
Projects
plutonic
Commodities
gold
Open original source ↗
Quarterly activities reportResults · LowExtracted

March 2025 quarterly: Plutonic 18,265 oz at AISC A$2,587/oz (cyclone impact); cash and bullion A$98m; Henty sale agreed.

Document ID
q_mar25
Published UTC
2025-04-28T22:19:21Z
Projects
plutonic
Commodities
gold
Open original source ↗
Evidence facts48
q_sep26.f1Gold produced Sep-26 quarter

22231 oz

2026-09-30
q_sep26.f2AISC gold sold Sep-26 quarter

3512 AUD/oz

2026-09-30
q_sep26.f3Cash and bullion

371000000 AUD

2026-09-30
q_sep26.f4FY27 production guidance low

90000 oz

2027-06-30
q_sep26.f5FY27 production guidance high

105000 oz

2027-06-30
q_sep26.f6FY27 AISC guidance range low

3600 AUD/oz

2027-06-30
q_sep26.f7FY27 AISC guidance range high

4100 AUD/oz

2027-06-30
q_sep26.f8Shares on issue

263982465 shares

2026-09-30
ar_fy26.f1Revenue FY26

631938000 AUD

2026-06-30
ar_fy26.f2NPAT FY26

171120000 AUD

2026-06-30
ar_fy26.f3Operating cash flow FY26

277624000 AUD

2026-06-30
ar_fy26.f4Borrowings (hire purchase, equipment and other loans)

24217000 AUD

2026-06-30
ar_fy26.f5Total Mineral Resource ounces (100%)

5116000 oz

2026-09-23
ar_fy26.f6Total Ore Reserve ounces

1971000 oz

2026-09-23
ar_fy26.f7Ordinary shares at 30 June 2026

260945008 shares

2026-06-30
ar_fy26.f8Gold forward contracts 30,000 oz at A$6,075/oz over 15 months

30000 oz

2026-07-09
pres_sep26.f1Vision steady-state production

200000 oz/yr

2035-06-30
pres_sep26.f2Trident reserve

524000 oz

2026-09-14
q_jun26.f1Gold produced Jun-26 quarter

31886 oz

2026-06-30
q_jun26.f2Cash and bullion

331000000 AUD

2026-06-30
q_mar26.f1Cash and bullion

277000000 AUD

2026-03-31
q_dec25.f1Cash and bullion

238000000 AUD

2025-12-31
q_sep25.f1Quoted shares

256359839 shares

2025-09-30
q_sep25.f2Cash and bullion

227000000 AUD

2025-09-30
q_jun25.f1Plutonic gold produced Jun-25 quarter

23730 oz

2025-06-30
q_jun25.f2Cash and bullion

230000000 AUD

2025-06-30
q_mar25.f1Plutonic gold produced Mar-25 quarter

18265 oz

2025-03-31
tandarra.f1Consideration for 49% of Tandarra

1300000 AUD

2025-11-11
bryah.f1Star West Bryah consideration

2750000 AUD

2026-02-18
bryah.f2Toll treating volume cap

250000 t

2026-02-18
star_completion.f1CYL shares issued to Star

230536 shares

2026-03-19
oh_acq.f1Old Highway purchase price

32500000 AUD

2025-05-08
placement_may25.f1Placement size

150000000 AUD

2025-05-23
agm_letter.f1AGM date

2026-11-12 date

2026-11-12
ins_20260211.f1Shares disposed by CEO

750000 shares

2026-02-10
ins_20260123.f1Consideration for director sale

9222935 AUD

2026-01-23
ins_20251203.f1Consideration for director sale

1668168 AUD

2025-12-03
ins_20250924.f1Shares sold by director Bruce Kay

1200000 shares

2025-09-23
price_20261030.f1Reference close

3.92 AUD/share

2026-10-30
price_20261030.f2Volume

7332066 shares

2026-10-30
market_snapshot_20261030.f1Gold spot

4031.4 USD/oz

2026-10-29
market_snapshot_20261030.f2AUD per USD

1.4407 AUD/USD

2026-10-29
market_snapshot_20261030.f3Gold trailing 1-year average

4454.0 USD/oz

2026-10-29
peer_prices_20261030.f1Pantoro 12-month return

-0.425 fraction

2026-10-30
peer_prices_20261030.f2Kaiser Reef close

0.155 AUD/share

2026-10-30
web_fool_20260501.f1Bell Potter target

14.6 AUD/share

2026-05-01
web_fool_20260902.f1Quoted broker upside

0.89 fraction

2026-09-02
web_goldman_gold.f1Goldman end-2026 gold forecast

4650 USD/oz

2026-10-01