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2026-11-06
◂ Monitor DEV ASX

DevEx Resources Limited

Discovery Drill Stage · Uranium · Rare Earths · Australia Rating locked: sign in to view v6.2
Last 2026-11-06
A$0.19
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
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

Narrative and provenance

Research & Sources

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Chronological 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
—
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
Evidence facts50
f-transition-earnedTransition potential uranium interest

75 %

2023-10-09
f-transition-spendTransition earn-in spending

3500000 AUD within five years

2023-10-09
f-gsw-earnedGSW potential all-mineral interest

75 %

2024-03-15
f-gsw-spendGSW earn-in spending

3000000 AUD four years after option

2024-03-15
f-trek-murphyTrek Murphy potential all-mineral interest

80 %

2024-06-11
f-trek-jimblebarTrek Jimblebar potential all-mineral interest

75 %

2024-06-11
f-kennedy-tonnesKennedy inferred resource

150000000 tonnes

2024-07-04
f-kennedy-gradeKennedy TREO grade

1000 ppm TREO

2024-07-04
f-annual-executivesFY2025 executive leadership

Todd Ross managing director; Brendan Bradley technical director; Stacey Apostolou general manager corporate; Kym Verheyen company secretary None

2025-09-16
f-annual-commitmentExploration tenure commitments

5206078 AUD

2025-06-30
f-annual-nabarlekNabarlek past mine production

24000000 lb U3O8 historical

2025-06-30
f-cash-sep25September 2025 quarter cash

3263419 AUD

2025-09-30
f-marnieMarnie Finlayson managing director appointment

effective 1 December 2025 None

2025-12-01
f-age-priceAGE package cash consideration

7500000 AUD

2025-12-01
f-age-caramalCaramal historical JORC 2004 inferred contained uranium

6500000 lb U3O8

2012-04-19
f-age-royaltyTin Camp Creek gross proceeds royalty

1 %

2025-12-01
f-age-camecoCameco conditional Beatrice clawback

40 %

2025-12-01
f-cash-dec25December 2025 quarter cash

24161883 AUD

2025-12-31
f-restricted-dec25Restricted cash

2048100 AUD

2025-12-31
f-rehab-dec25Non-current rehabilitation provision

1487372 AUD

2025-12-31
f-lease-dec25Lease liabilities

96836 AUD

2025-12-31
f-entx-dec25entX stake carrying value

2384501 AUD

2025-12-31
f-kennedy-leachKennedy magnet REE extraction in column test

68 % up to

2025-12-31
f-halfyear-raisePlacement and SPP gross proceeds

38900000 AUD

2026-01-22
f-apr-optionsNew unquoted options

250000 options

2026-04-24
f-cash-mar26March 2026 quarter cash

36722579 AUD

2026-03-31
f-age-completeAGE acquisition completed for cash

True None

2026-06-29
f-age-escrowTin Camp Creek conditional escrow

1750000 AUD

2026-06-29
f-shares-jul26Quoted ordinary shares after rights conversion

710330423 shares

2026-07-09
f-rights-convertedPerformance rights converted

250000 rights

2026-07-08
f-lsa-julLachlan Star market stake

8400000 AUD approximate

2026-07-17
f-jul-drill2026 Nabarlek drilling plan

15000 metres approximate

2026-07-22
f-cash-jun26June 2026 quarter cash

27170653 AUD

2026-06-30
f-runway-jun26Reported runway

11.13 quarters

2026-06-30
f-cashburn-jun26June quarter net operating outflow

2441000 AUD

2026-06-30
f-lsa-sharesLachlan Star shares held

79672720 shares

2026-06-30
f-entx-sharesentX shares held

7948336 shares

2026-06-30
f-kp-alterationKP altered fault breccia

True None

2026-08-27
f-big-radonBig Radon downhole gamma equivalent uranium intercept

1.6m at 680ppm eU3O8 from 26m; lab assays pending None

2026-08-27
f-options-lapsedUnquoted options lapsed

1500000 options

2026-09-07
f-fd-classesPost-cessation unquoted options and rights

40650000 options and rights

2026-09-08
f-lsa-sepLachlan Star holding market mark

11600000 AUD approximate

2026-09-11
f-term-uraniumIssuer-reported term uranium price

97 USD/lb approximate

2026-09-17
f-roster-sepCurrent disclosed executives

Marnie Finlayson; Brendan Bradley; Stacey Apostolou; Kym Verheyen; Rob Theron; Andy Browne None

2026-09-17
f-market-closeDEV ordinary-share close

0.19 AUD/share

2026-09-25
f-market-volumeDEV trading volume

1255593 shares

2026-09-25
f-market-pre-augDEV close before 27 August update

0.23 AUD/share

2026-08-26
f-market-augDEV close on 27 August update

0.215 AUD/share

2026-08-27
f-market-pre-sepDEV close before September presentation

0.205 AUD/share

2026-09-16
f-market-sepDEV close on September presentation date

0.2 AUD/share

2026-09-17