Price, volume & events
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- Last 2026-11-06
- A$0.19
- 1D
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- Fair value
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- Mkt cap
- A$135M
- EV
- A$96.6M
- Cash
- A$27.2M
- Debt
- A$0
3 newer ASX announcements not yet reflected in this valuation
- Quarterly Activities and Cashflow Report - September 2026Latest Four Activities Reports
- Investor Presentation - October 2026Latest Operating Presentation
- Annual Report June 2026Latest Annual Report
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Sign in or enter a guest codeAnnouncements
Latest 12 of 12All sources ▸- Quarterly Activities and Cashflow Report - June 2026Operations
- Investor Presentation - July 2026Presentation
- Application for quotation of securities - DEVCorporate Action
- DevEx Completes Acquisition of AGE's Uranium Tenure in NTTransaction
- Quarterly Activities and Cashflow Report - March 2026Operations
- Notification regarding unquoted securities - DEVCorporate Action
- Half Year Accounts - December 2025Results
- Quarterly Activities and Cashflow Report - December 2025Operations
- DevEx to Acquire Alligator Energy's NT Uranium TenureEconomic Arrangement
- September 2025 Quarterly Activities and CashFlow ReportOperations
- Annual Report June 2025Results
- Maiden Mineral Resource Estimate for the Kennedy REE ProjectResource Update
Event calendar · next 12 months
7 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| Applications lodged June 2026; targeting 2026 season | Caramal-region drill permit decisions | Permitting | Company Guided | High | Permit timing gates testing of interpreted deeper Caramal extension. |
| Issuer expected first-pass results in September 2026 | Nabarlek hyperspectral survey first-pass results | Exploration | Company Guided | Medium | Alteration map could re-rank drill targets but does not establish a resource. |
| Permit applications lodged; maiden 2026 drilling targeted | Murphy West drill permit decisions and maiden drilling | Permitting | Company Guided | Medium | First drilling tests whether surface anomalies reflect subsurface uranium mineralisation. |
| Issuer guides access and application progress over 12 to 18 months | Mustang and Junction tenement access and grant progression | Permitting | Company Guided | Medium | Grant and Traditional Owner access determine timing of further regional drill targets. |
| Progressive remainder of 2026 dry-season program | KP, Sandfire and Nabarlek North drilling and laboratory assays | Exploration | Company Guided | High | Results determine whether altered faults host meaningful uranium grade and continuity. |
| Company expects resolution in calendar 2026; current agreement expires May 2027 | Tin Camp Creek exploration access agreement restatement | Economic Arrangement | Company Guided | High | Access restatement controls release of A$1.75m escrow and tenure exploration continuity. |
| 3.3m rights subject to continued employment | First managing director retention-right vesting date | Corporate Action | Confirmed | Medium | Potential incremental ordinary-share dilution already allowed in fully diluted denominator. |
Executive roster
As of 2026-09-26Background checks ▸FY2025 annual baseline reconciled to November 2025 MD appointment, December half-year and September 2026 issuer roster. Non-executive chairman and director excluded; all named executive and senior management roles disclosed are captured.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Marnie Finlayson | Managing Director | Executive Director · Chief Executive | 2025-12-01 | DevEx Appoints Marnie Finlayson as Managing Director · Investor Presentation September 2026 |
| Brendan Bradley | Technical Director | Executive Director · Technical | — | Annual Report June 2025 · Investor Presentation September 2026 |
| Stacey Apostolou | General Manager – Corporate Development | Senior Management · Commercial | — | Annual Report June 2025 · Investor Presentation September 2026 |
| Kym Verheyen | Finance Manager · Company Secretary | Finance · Company Secretary | — | Annual Report June 2025 · Investor Presentation September 2026 |
| Rob Theron | Exploration Manager | Senior Management · Technical | — | Investor Presentation September 2026 |
| Andy Browne | Technical Advisor | Technical · Other | — | Investor Presentation September 2026 |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Nabarlek Uranium Project
Australia
Discovery Drill Stage100% ownedUranium
100%-owned expanded Northern Territory uranium tenure of approximately 9,200 km2. Historic Nabarlek mine is depleted; Caramal has only a non-current JORC 2004 historical estimate. Tin Camp Creek access and parts of new tenure remain conditional; Cameco and Traditional Owner rights apply to specified tenements.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Historical inferred JORC 2004; not adopted under JORC 2012 | 944K tonnes | 0.31% U3O8, 6.5 million lb contained, 0.1% cut-off | Uranium | 2012-04-19 |
Tenements5
Milestones2
- 2026 KP, Sandfire and Nabarlek North drilling and laboratory assays
Pending · High materiality
- Caramal drill approvals and historical estimate reassessment
Pending · High materiality
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Caramal-area drill permits | Northern Territory, Australia | Pending | — | Yes |
| Tin Camp Creek exploration access restatement | Northern Territory, Australia | Pending | — | Yes |
Material
Murphy West Uranium Project
Australia
Early ExplorerUranium
Mixed ground: currently 0% of specified third-party tenements pending three separate earn-ins; potential uranium-only 75% with Transition, all-mineral 75% with GSW, and all-mineral 80% with Trek after spending. Other applications are 100%-held. Permit applications lodged; no resource.
Tenements3
Milestones1
- Murphy West maiden drilling after heritage and regulatory approval
Pending · Medium materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Murphy West maiden drilling permit | Northern Territory, Australia | Pending | — | Yes |
Material
Kennedy Rare Earth Project
Australia
Resource Stage100% ownedRare Earths
100%-owned Queensland ionic-clay REE project with a JORC 2012 inferred resource; processing pathway and saleable product not established. Column leach achieved up to 68% magnet REE extraction, not commercial recovery.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Inferred JORC 2012 | 150M tonnes | 1,000 ppm TREO; 470 ppm TREO excluding CeO2; 325 ppm TREO-CeO2 cut-off | Rare Earths | 2024-07-04 |
Tenements2
Milestones1
- Further Kennedy processing and product testwork
Pending · Medium materiality
Other
Jimblebar Copper-Nickel Project
Australia
Early Explorer0% ownedCopperNickel
Trek earn-in over granted WA tenements: DevEx has not yet earned 75%; issuer seeks expressions of interest for assignment of its rights. No resource or economic study.
Tenements1
Milestones1
- Potential assignment of Jimblebar earn-in rights
Pending · Low materiality
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
Cash funds the current exploration campaign but no mine build. June 2026 Appendix 5B reports no loan or standby facilities; December 2025 accounts separately report leases and rehabilitation provision. September capital structure has potential dilution from options and rights.
Capital structure
Ownership and dilution
- Ordinary shares
- 710.3M
- Fully diluted
- 751M
441,690,671 at FY2025 annual report plus 268,389,752 placement/SPP shares at A$0.145 and 250,000 converted performance rights equals 710,330,423 ordinary shares. September cessation removed 1,500,000 unquoted options, leaving 28,750,000 DEVAJ, 2,000,000 priced options and 9,900,000 rights: 40,650,000 potential shares. The denominator includes every option/right with no assumed exercise proceeds; authorization and lapsed options never change ordinary shares.
Security classes5
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| DEV quoted fully paid ordinary shares | Ordinary Share | 710.3M | — | — |
| DEVAJ options, various strikes and expiries after 1.5m September lapse | Option | 28.8M | — | — |
| DEVAB options at A$0.27 expiring 21 November 2028 | Option | 1M | A$0.27 | 2028-11-21 |
| DEVAC options at A$0.32 expiring 21 November 2028 | Option | 1M | A$0.32 | 2028-11-21 |
| DEVAA performance rights | Performance Right | 9.9M | A$0 | — |
KPI history
Operating metrics
Operating metric source table2
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Other | Nabarlek | September 2024 quarter | Quarter | 24,300 metres RC and diamond drilled | Reported |
| Other | Nabarlek | 27 August 2026 exploration update | Point In Time | 3 priority targets with drilling commenced or first pass completed | Source Derived |
Company guidance1
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Rc And Diamond Drilling Planned | nabarlek | 2026 dry season | 15,000 | 15,000 metres approximately | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-01-29Ann. 2025-12-03 | RaisingDev Ordinary Shares | A$38.9M | 268.4M | A$0.145 | Completed | A$38.9m gross total; first tranche and SPP then shareholder-approved second tranche. Ordinary shares included in current count.Period 2025-12-03 to 2026-01-29 · Holder approval required |
Contracts and ownership
Material economic arrangements These are deals that can affect sales, costs, funding or ownership. An arrangement marked “Included in valuation” may already be built into a project estimate or the bridge to shareholder value. A separate amount is shown only when one can be estimated; do not add it again.
FY2025 annual agreement baseline plus original Transition, GSW, Trek and AGE terms; June/September 2026 updates checked. No disclosed live offtake, stream, tolling or hedge. Some Traditional Owner royalty and JV terms remain undisclosed.
DevEx funds exploration for a conditional uranium-rights interest; Transition retains other minerals and a feasibility-stage free carry.
Earn In · Active- Counterparties
- Transition Minerals Limited
- Applies to
- Murphy West Uranium Project · Uranium
- Economic direction
- Mixed
- Period
- From 2023-10-09; no end date stated
- Key terms
- Earnable uranium interest: 75 %
Required spending: 3,500,000 AUD
Free carry: —
How it affects our valuation
No valuation treatment is available for this arrangement.
DevEx's conditional interest carries spending and partner free-carry obligations.
Earn In · Active- Counterparties
- GSW Minerals Pty Ltd
- Applies to
- Murphy West Uranium Project · Uranium
- Economic direction
- Mixed
- Period
- From 2024-03-15; no end date stated
- Key terms
- Earnable all-mineral interest: 75 %
Required spending: 3,000,000 AUD
Free carry: —
How it affects our valuation
No valuation treatment is available for this arrangement.
Separate Trek ground applications; DevEx must fund earn-in and inherits contingent Lawn Hill obligations.
Earn In · Active- Counterparties
- Trek Metals Limited
- Applies to
- Murphy West Uranium Project · Uranium
- Economic direction
- Mixed
- Period
- From 2024-06-11; no end date stated
- Key terms
- Earnable all-mineral interest: 80 %
Required spending: 2,000,000 AUD
Free carry: —
Contingent prior-owner payment: 3,000,000 AUD maximum
How it affects our valuation
No valuation treatment is available for this arrangement.
Conditional Jimblebar earn-in; DevEx now seeks expressions of interest to assign rights.
Earn In · Active- Counterparties
- Trek Metals Limited
- Applies to
- Jimblebar Copper-Nickel Project · Copper · Nickel
- Economic direction
- Mixed
- Period
- From 2024-06-11; no end date stated
- Key terms
- Earnable all-mineral interest: 75 %
Initial option spending: 100,000 AUD
Earn-in spending: 3,000,000 AUD
Free carry: —
How it affects our valuation
No valuation treatment is available for this arrangement.
Royalty is contingent on production; no present mine cash flow is forecast.
Royalty · Active- Counterparties
- Tin Camp Creek royalty holder, not named in issuer summary
- Applies to
- Nabarlek Uranium Project · Uranium
- Economic direction
- Burden
- Period
- From 2026-06-29; no end date stated
- Key terms
- Gross proceeds royalty: 1 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Exploration access agreements on AGE tenements provide future Traditional Owner production benefits, with no disclosed rate.
Royalty · Active- Counterparties
- Northern Land Council · Traditional Owners
- Applies to
- Nabarlek Uranium Project · Uranium
- Economic direction
- Burden
- Period
- From 2026-06-29; no end date stated
- Key terms
- Future production royalties: —
How it affects our valuation
No valuation treatment is available for this arrangement.
Conditional clawback applies to Beatrice tenements, not all Nabarlek ground.
Joint Venture · Conditional- Counterparties
- Cameco
- Applies to
- Nabarlek Uranium Project · Uranium
- Economic direction
- Burden
- Period
- 2018-04-19 to 2033-04-19
- Key terms
- Cameco potential interest: 40 %
Resource trigger: 100,000,000 lb U3O8
How it affects our valuation
No valuation treatment is available for this arrangement.
Potential project-level ownership dilution is limited to specified Tin Camp Creek tenements; terms not quantified.
Joint Venture · Conditional- Counterparties
- Traditional Owners
- Applies to
- Nabarlek Uranium Project · Uranium
- Economic direction
- Burden
- Period
- From 2026-06-29; no end date stated
- Key terms
- Potential JV interest: — %
How it affects our valuation
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
Valuation
Bear, base and bull values, investment cases, project valuations and the equity bridge are available to subscribers.
Sign in or enter a guest codeResource-price transmission
Sensitivity lab
Sensitivity lab
How our fair value responds to commodity prices and other drivers is available to subscribers.
Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
Evidence is limited to the issuer’s disclosed roster and selected filings. The available material does not support a complete assessment of each executive’s professional record; individual reports state specific gaps.
Decision-relevant facts
Material summary
Marnie Finlayson
Managing Director
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
- The company profile summarizes Finlayson’s Rio Tinto Battery Materials leadership and Northern Star board service but does not provide detailed dates or independently measured results from those roles; the six-person targeted search found no specific regulator/court lead but is not a full prior-employer audit.
Brendan Bradley
Technical Director
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
Stacey Apostolou
General Manager – Corporate Development
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
Kym Verheyen
Finance Manager / Company Secretary
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
Rob Theron
Exploration Manager
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
Andy Browne
Technical Advisor
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Prior roles, exact tenure, education and professional qualifications are not established by the selected evidence.
- Targeted independent searches of regulator, court, safety and environmental records were not completed for this individual; the logged source review does not support a clearance conclusion.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2025-06-30 · 441,690,671 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 19.58% | 86,483,827 | |
| 2 | 8.67% | 38,304,243 | |
| 3 | 5.73% | 25,292,276 | |
| 4 | 2.65% | 11,705,719 | |
| 5 | 1.55% | 6,846,632 | |
| 6 | 1.40% | 6,180,324 | |
| 7 | 1.31% | 5,790,955 | |
| 8 | 1.22% | 5,385,027 | |
| 9 | 1.20% | 5,320,000 | |
| 10 | 1.11% | 4,923,990 | |
| 11 | 1.10% | 4,840,000 | |
| 12 | 1.09% | 4,800,000 | |
| 13 | 1.00% | 4,422,529 | |
| 14 | 0.99% | 4,385,278 | |
| 15 | 0.82% | 3,639,736 | |
| 16 | 0.75% | 3,300,000 | |
| 17 | 0.74% | 3,283,362 | |
| 18 | 0.70% | 3,087,025 | |
| 19 | 0.68% | 3,000,000 | |
| 20 | 0.65% | 2,877,903 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- Top-20 list is historical and no newer complete registered-holder list was located in the reviewed cache. The register covers only the top 20 accounts.
Sources
- Annual Report June 2025
ASX announcement / DevEx Resources Limited · Published 2025-09-16 · Accessed 2026-10-09
2025 annual report lists top 20 ordinary holders, total issued capital 441,690,671 and percentages.
page 63, Twenty Largest Ordinary Fully Paid Shareholders, local copy downloads/DEV/2025/2025-09-16_Annual Report June 2025.pdf
Disclosed activity
Insider transactions
Trading activity11 buys · 1 sell shownNet cash last 12 months no tradesShow chartHide chart
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2025-03-18 | Timothy R B GoyderTRB Goyder Super Fund
Details & evidence for Timothy R B Goyder on 2025-03-18As disclosed: On-market purchase; 154,027 fully paid ordinary shares acquired.
director and substantial holder · Start not disclosed Plato Prospecting Pty Ltd · sole director and shareholder TRB Goyder Superannuation Fund · member; indirect interest via trustee TRBG Investments Pty Ltd · sole director and shareholder TRB Goyder Super Fund · member; indirect interest via trustee Goyder Family Trust · indirect interest Timothy R B Goyder reported aggregate relevant interest, including associated holdings listed in Form 604 · reported aggregate relevant interest Change in Substantial Holding - T Goyder ↗ Change of Director's Interest Notice - T Goyder ↗ | PurchaseFully paid ordinary shares | 154,027 | AUD 12,938.27 | AUD 0.084Calculated average | — |
| 2025-03-17 | Timothy R B GoyderTRB Goyder Super Fund
Details & evidence for Timothy R B Goyder on 2025-03-17As disclosed: On-market purchase; 717,563 fully paid ordinary shares acquired.
director and substantial holder · Start not disclosed Plato Prospecting Pty Ltd · sole director and shareholder TRB Goyder Superannuation Fund · member; indirect interest via trustee TRBG Investments Pty Ltd · sole director and shareholder TRB Goyder Super Fund · member; indirect interest via trustee Goyder Family Trust · indirect interest Timothy R B Goyder reported aggregate relevant interest, including associated holdings listed in Form 604 · reported aggregate relevant interest Change in Substantial Holding - T Goyder ↗ Change of Director's Interest Notice - T Goyder ↗ | PurchaseFully paid ordinary shares | 717,563 | AUD 60,539.36 | AUD 0.084368Calculated average | — |
| 2025-03-14 | Timothy R B GoyderTRB Goyder Super Fund
Details & evidence for Timothy R B Goyder on 2025-03-14As disclosed: On-market purchase; 1,029,152 fully paid ordinary shares acquired.
director and substantial holder · Start not disclosed Plato Prospecting Pty Ltd · sole director and shareholder TRB Goyder Superannuation Fund · member; indirect interest via trustee TRBG Investments Pty Ltd · sole director and shareholder TRB Goyder Super Fund · member; indirect interest via trustee Goyder Family Trust · indirect interest Timothy R B Goyder reported aggregate relevant interest, including associated holdings listed in Form 604 · reported aggregate relevant interest Change in Substantial Holding - T Goyder ↗ Change of Director's Interest Notice - T Goyder ↗ | PurchaseFully paid ordinary shares | 1,029,152 | AUD 78,461.52 | AUD 0.076239Calculated average | — |
| 2025-03-13 | Timothy R B GoyderTRB Goyder Super Fund
Details & evidence for Timothy R B Goyder on 2025-03-13As disclosed: On-market purchase; 847,012 fully paid ordinary shares acquired.
director and substantial holder · Start not disclosed Plato Prospecting Pty Ltd · sole director and shareholder TRB Goyder Superannuation Fund · member; indirect interest via trustee TRBG Investments Pty Ltd · sole director and shareholder TRB Goyder Super Fund · member; indirect interest via trustee Goyder Family Trust · indirect interest Timothy R B Goyder reported aggregate relevant interest, including associated holdings listed in Form 604 · reported aggregate relevant interest Change in Substantial Holding - T Goyder ↗ Change of Director's Interest Notice - T Goyder ↗ | PurchaseFully paid ordinary shares | 847,012 | AUD 62,631.46 | AUD 0.073944Calculated average | — |
| 2024-02-27 | Paradice Investment Management Pty LtdHSBC Nominees Aust Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2024-02-27As disclosed: Share purchase; 1,699,660 fully paid ordinary shares.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,699,660 | AUD 511,300.23 | AUD 0.300825Calculated average | — |
| 2024-02-26 | Paradice Investment Management Pty LtdHSBC Nominees Aust Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2024-02-26As disclosed: Share purchase; 1,292,164 fully paid ordinary shares.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,292,164 | AUD 391,177.10 | AUD 0.30273Calculated average | — |
| 2024-02-23 | Paradice Investment Management Pty LtdHSBC Nominees Aust Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2024-02-23As disclosed: Share purchase; 117,566 fully paid ordinary shares.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 117,566 | AUD 35,366.79 | AUD 0.300825Calculated average | — |
| 2024-02-22 | Paradice Investment Management Pty LtdHSBC Nominees Aust Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2024-02-22As disclosed: Share purchase; 200,001 fully paid ordinary shares.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 200,001 | AUD 60,165.30 | AUD 0.300825Calculated average | — |
| 2024-02-21 | Paradice Investment Management Pty LtdHSBC Nominees Aust Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2024-02-21As disclosed: Share purchase; 1,049,402 fully paid ordinary shares.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,049,402 | AUD 314,318.38 | AUD 0.299521Calculated average | — |
| 2024-02-16 | Paradice Investment Management Pty LtdHSBC Nominees Aust Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2024-02-16As disclosed: Share purchase; 560,577 fully paid ordinary shares.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 560,577 | AUD 188,197.30 | AUD 0.335721Calculated average | — |
| 2023-11-13 | Paradice Investment Management Pty LtdHSBC Nominees Aust Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2023-11-13As disclosed: Share purchase; 4,643,744 fully paid ordinary shares.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 4,643,744 | AUD 1,393,123.20 | AUD 0.3Calculated average | — |
| 2023-10-23 | Paradice Investment Management Pty LtdHSBC Nominees Aust Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2023-10-23As disclosed: Share sale; 297,754 fully paid ordinary shares.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | SaleFully paid ordinary shares | 297,754 | AUD 76,905.77 | AUD 0.258286Calculated average | — |
Disclosed holding observations3 dated positions
Initial, final and threshold notices describe positions; these are not counted as purchases or sales.
| Holding at | Person / group | Type / security | Quantity | Percentage |
|---|---|---|---|---|
| 2025-12-09 | Timothy R B Goyder reported aggregate relevant interest, including associated holdings listed in Form 604
Details & evidence for Timothy R B Goyder reported aggregate relevant interest, including associated holdings listed in Form 604 on 2025-12-09Aggregate voting position attributed to Timothy R B Goyder and associated interests; percentage declined following dilution from company share issues.
Timothy R B Goyder · person whose aggregate interest is reported Change in Substantial Holding - T Goyder ↗ | FinalFully paid ordinary shares | 86,483,827 | 15.66%Voting Power |
| 2025-02-28 | Timothy R B Goyder reported aggregate relevant interest, including associated holdings listed in Form 604
Details & evidence for Timothy R B Goyder reported aggregate relevant interest, including associated holdings listed in Form 604 on 2025-02-28Aggregate voting position attributed to Timothy R B Goyder and associated interests in the Form 604.
Timothy R B Goyder · person whose aggregate interest is reported Change in Substantial Holding - T Goyder ↗ | InitialFully paid ordinary shares | 83,736,073 | 18.96%Voting Power |
| 2024-02-27 | Paradice Investment Management Pty Ltd
Details & evidence for Paradice Investment Management Pty Ltd on 2024-02-27Shares held through HSBC Nominees Aust Ltd; Paradice reports investment-manager voting/disposal authority.
substantial holder / investment manager · Start not disclosed HSBC Nominees Aust Ltd · registered nominee holder of managed securities Change in substantial holding ↗ | FinalFully paid ordinary shares | 32,484,083 | 7.36%Voting Power |
The closest covered peers
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Narrative and provenance
Research & Sources
AI Analyst Report
The full analyst report, its figures and the broker-style PDF are available to subscribers and invited guests.
Sign in or enter a guest codeChronological evidenceSource-document inventory22 documents
DEV ordinary-share local ASX daily close, 25 September 2026Market Data · HighExtracted
Latest eligible local database close returned by miners.reference_price; 1,255,593 shares traded. Source database: data/asx_mining_companies.db; market data provider via miners.collect_stock_prices.
- Document ID
- market-close-sep25
- Published UTC
- 2026-09-25T06:00:00Z
- Projects
- —
- Commodities
- —
Investor Presentation September 2026Presentation · HighExtracted
Latest accessible issuer presentation confirms pipeline, capital classes, roster and LSA mark. Publication time not available from the issuer PDF; midnight is a date-only metadata placeholder.
- Document ID
- presentation-sep26
- Published UTC
- 2026-09-16T14:00:00Z
- Projects
- nabarlek · murphy-west · kennedy
- Commodities
- uranium · rare_earths
Notification of cessation of securitiesCorporate Action · MediumExtracted
1.5m unquoted options lapsed; ordinary share count unchanged. Publication time not available from the issuer PDF; midnight is a date-only metadata placeholder.
- Document ID
- options-sep26
- Published UTC
- 2026-09-07T14:00:00Z
- Projects
- —
- Commodities
- —
Argonaut Visits DevEx Resources' McArthur Basin Uranium TenementsOther · MediumExtracted
Argonaut's public site-visit summary is constructive on Caramal targets, regional scale and community relations; the full research report is portal-gated, and the tour was facilitated by the issuer. Midnight denotes date-only publication metadata.
- Document ID
- argonaut-site-visit-sep26
- Published UTC
- 2026-09-03T14:00:00Z
- Projects
- nabarlek
- Commodities
- uranium
Exploration Update: Advancing DevEx's Target Rich PipelineOperations · HighExtracted
KP altered fault breccia; Big Radon narrow equivalent uranium intercept pending assays; Caramal permits and hyperspectral processing. Publication time not available from the issuer PDF; midnight is a date-only metadata placeholder.
- Document ID
- exploration-aug26
- Published UTC
- 2026-08-26T14:00:00Z
- Projects
- nabarlek
- Commodities
- uranium
Quarterly Activities and Cashflow Report - June 2026Operations · HighExtracted
June quarterly records A$27.17m cash, 11.13 quarters reported runway, project and permit progress.
- Document ID
- q-jun-2026
- Published UTC
- 2026-07-30T02:41:20Z
- Projects
- nabarlek · murphy-west · kennedy · jimblebar
- Commodities
- uranium · rare_earths
Investor Presentation - July 2026Presentation · HighExtracted
July investor presentation sets management roster, ownership and 2026 exploration pipeline.
- Document ID
- presentation-jul-2026
- Published UTC
- 2026-07-21T22:20:47Z
- Projects
- nabarlek · murphy-west · kennedy
- Commodities
- uranium · rare_earths
Application for quotation of securities - DEVCorporate Action · MediumExtracted
250,000 performance rights converted to quoted ordinary shares; quoted total 710,330,423.
- Document ID
- rights-conversion
- Published UTC
- 2026-07-09T02:22:19Z
- Projects
- —
- Commodities
- —
DevEx Completes Acquisition of AGE's Uranium Tenure in NTTransaction · HighExtracted
AGE package completion for cash; A$1.75m escrow depends on Tin Camp Creek access restatement.
- Document ID
- age-completion
- Published UTC
- 2026-06-29T04:47:22Z
- Projects
- nabarlek
- Commodities
- uranium
Quarterly Activities and Cashflow Report - March 2026Operations · HighExtracted
March quarterly records A$38.9m gross capital raising and A$36.72m quarter-end cash.
- Document ID
- q-mar-2026
- Published UTC
- 2026-04-27T22:12:02Z
- Projects
- nabarlek · murphy-west
- Commodities
- uranium
Notification regarding unquoted securities - DEVCorporate Action · MediumExtracted
Appendix 3G records 250,000 new unquoted options and post-issue capital classes.
- Document ID
- options-apr-2026
- Published UTC
- 2026-04-24T04:02:37Z
- Projects
- —
- Commodities
- —
DevEx Resources needs 2026 drill hits to unlock its enlarged uranium footprintOther · MediumExtracted
Charlie Youlden's March research view argues that enlarged uranium tenure and a stronger balance sheet require drill-confirmed continuity and scale before a durable rerating; it is a qualitative view, without an accessible price target.
- Document ID
- stocks-down-under-mar26
- Published UTC
- 2026-03-30T21:29:55Z
- Projects
- nabarlek
- Commodities
- uranium
Half Year Accounts - December 2025Results · HighExtracted
December 2025 half-year accounts provide audited-review capital, investments, liabilities and Kennedy leach results.
- Document ID
- halfyear-2025
- Published UTC
- 2026-03-13T05:07:25Z
- Projects
- nabarlek · murphy-west · kennedy · jimblebar
- Commodities
- uranium · rare_earths
Quarterly Activities and Cashflow Report - December 2025Operations · MediumExtracted
December quarterly describes leadership change, announced funding and pending AGE completion.
- Document ID
- q-dec-2025
- Published UTC
- 2026-01-21T06:58:30Z
- Projects
- nabarlek · murphy-west · kennedy · jimblebar
- Commodities
- uranium · rare_earths
DevEx to Acquire Alligator Energy's NT Uranium TenureEconomic Arrangement · HighExtracted
Binding AGE acquisition terms, historical Caramal estimate and inherited tenure obligations.
- Document ID
- age-agreement
- Published UTC
- 2025-11-30T21:23:54Z
- Projects
- nabarlek
- Commodities
- uranium
DevEx Appoints Marnie Finlayson as Managing DirectorLeadership · MediumExtracted
Marnie Finlayson appointed managing director effective 1 December 2025; Todd Ross succeeded. Publication time not available from the issuer PDF; midnight is a date-only metadata placeholder.
- Document ID
- md-appointment
- Published UTC
- 2025-11-18T13:00:00Z
- Projects
- —
- Commodities
- —
September 2025 Quarterly Activities and CashFlow ReportOperations · MediumExtracted
September quarterly reported target refinement, Kennedy leach work and A$3.26m cash.
- Document ID
- q-sep-2025
- Published UTC
- 2025-10-27T21:19:59Z
- Projects
- nabarlek · murphy-west · kennedy
- Commodities
- uranium · rare_earths
Annual Report June 2025Results · HighExtracted
FY2025 audited baseline for governance, financials, tenements and commitments.
- Document ID
- annual-2025
- Published UTC
- 2025-09-16T09:16:40Z
- Projects
- nabarlek · murphy-west · kennedy · jimblebar
- Commodities
- uranium · rare_earths · copper · nickel
Maiden Mineral Resource Estimate for the Kennedy REE ProjectResource Update · HighExtracted
JORC 2012 Kennedy inferred estimate of 150 Mt at 1,000 ppm TREO; no reserve or development study.
- Document ID
- kennedy-resource
- Published UTC
- 2024-07-03T22:22:50Z
- Projects
- kennedy
- Commodities
- rare_earths
DevEx further expands Murphy West footprint with Trek earn-insEconomic Arrangement · HighExtracted
Separate Trek earn-ins over Murphy West applications and Jimblebar; each has spending and free-carry terms. Publication time not available from the issuer PDF; midnight is a date-only metadata placeholder.
- Document ID
- trek-earnins
- Published UTC
- 2024-06-10T14:00:00Z
- Projects
- murphy-west · jimblebar
- Commodities
- uranium · copper · nickel
DevEx Expands Murphy West Uranium Project with New Farm-in AgreementEconomic Arrangement · HighExtracted
GSW earn-in: up to 75% all minerals for A$3m over four years after option, then free carry to feasibility. Publication time not available from the issuer PDF; midnight is a date-only metadata placeholder.
- Document ID
- gsw-earnin
- Published UTC
- 2024-03-14T13:00:00Z
- Projects
- murphy-west
- Commodities
- uranium
DevEx to Explore Murphy West Uranium Project under Earn-inEconomic Arrangement · HighExtracted
Transition earn-in: up to 75% uranium rights for A$3.5m over five years, then free carry to feasibility. Publication time not available from the issuer PDF; midnight is a date-only metadata placeholder.
- Document ID
- transition-earnin
- Published UTC
- 2023-10-08T13:00:00Z
- Projects
- murphy-west
- Commodities
- uranium
Evidence facts50
75 %
2023-10-093500000 AUD within five years
2023-10-0975 %
2024-03-153000000 AUD four years after option
2024-03-1580 %
2024-06-1175 %
2024-06-11150000000 tonnes
2024-07-041000 ppm TREO
2024-07-04Todd Ross managing director; Brendan Bradley technical director; Stacey Apostolou general manager corporate; Kym Verheyen company secretary None
2025-09-165206078 AUD
2025-06-3024000000 lb U3O8 historical
2025-06-303263419 AUD
2025-09-30effective 1 December 2025 None
2025-12-017500000 AUD
2025-12-016500000 lb U3O8
2012-04-191 %
2025-12-0140 %
2025-12-0124161883 AUD
2025-12-312048100 AUD
2025-12-311487372 AUD
2025-12-3196836 AUD
2025-12-312384501 AUD
2025-12-3168 % up to
2025-12-3138900000 AUD
2026-01-22250000 options
2026-04-2436722579 AUD
2026-03-31True None
2026-06-291750000 AUD
2026-06-29710330423 shares
2026-07-09250000 rights
2026-07-088400000 AUD approximate
2026-07-1715000 metres approximate
2026-07-2227170653 AUD
2026-06-3011.13 quarters
2026-06-302441000 AUD
2026-06-3079672720 shares
2026-06-307948336 shares
2026-06-30True None
2026-08-271.6m at 680ppm eU3O8 from 26m; lab assays pending None
2026-08-271500000 options
2026-09-0740650000 options and rights
2026-09-0811600000 AUD approximate
2026-09-1197 USD/lb approximate
2026-09-17Marnie Finlayson; Brendan Bradley; Stacey Apostolou; Kym Verheyen; Rob Theron; Andy Browne None
2026-09-170.19 AUD/share
2026-09-251255593 shares
2026-09-250.23 AUD/share
2026-08-260.215 AUD/share
2026-08-270.205 AUD/share
2026-09-160.2 AUD/share
2026-09-17