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- Last 2026-11-06
- A$7.04
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
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- Mkt cap
- A$8.3B
- EV
- A$8.1B
- Cash
- A$488.3M
- Debt
- A$200M
3 newer ASX announcements not yet reflected in this valuation
- BTR:Genesis Leads $82m Placement to Accelerate Sandstone GroPost Cash Checkpoint Capital Raise
- Quarterly Activities Report - September 2026Latest Four Activities Reports
- Application for quotation of securities - GMDPost Cash Checkpoint Security Event
Investment view
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Our rating, thesis and what the price implies are available to subscribers.
Sign in or enter a guest codeAnnouncements
Latest 12 of 24All sources ▸- Notice of Annual General Meeting/Proxy FormGovernance
- Application for quotation of securities - GMDCorporate Action
- Notification of cessation of securities - GMDOther
- Vault Scheme Booklet registered with ASICOther
- Vault Court Approves Scheme MeetingOther
- Vault June 2026 Resources and ReservesOther
- Annual Report to shareholdersResults
- EBITDA more than doubles to A$952m on strong marginsResults
- Appendix 4EOther
- Vault FY26 Financial Results SummaryOther
- Vault FY26 Annual Financial StatementsResults
- Vault June 2026 Quarterly ActivitiesResults
Event calendar · next 12 months
4 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| 11 November2026 | Vault scheme shareholder vote | Transaction | Confirmed | High | Shareholder approval is a condition of the proposed acquisition; court timetable is not approval of the acquisition. |
| 2026-11-12 | Genesis annual general meeting | Governance | Confirmed | High | Shareholder scrutiny of remuneration, incoming conditional directors, equity plan and acquisition financial assistance. |
| 26 November2026 indicative | Proposed Vault merger completion | Transaction | Company Guided | High | Would change the ownership perimeter, dilution and financing; completion and final consideration need verification before consolidated valuation. |
| First half 2027 | Combined long-term strategic plan | Study | Company Guided | High | Updated combined plan will test assumed production, resource conversion and selected capital/operating savings. |
Executive roster
As of 2026-10-13Background checks ▸Annual report directors, leadership team and joint company secretaries, with Aug20 COO appointment. Future conditional Vault board/management roles are excluded.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Raleigh Finlayson | Executive Chair | Executive Director | — | Annual Report to shareholders |
| Duncan Coutts | Executive Director | Executive Director · Operations | — | Annual Report to shareholders |
| Matt Nixon | Chief Executive Officer | Chief Executive | — | Annual Report to shareholders |
| Morgan Ball | Chief Financial Officer | Finance | — | Annual Report to shareholders |
| Troy Irvin | Corporate Development Officer | Commercial | — | Annual Report to shareholders |
| Christina Yeo | General Manager, People & Culture | Senior Management | — | Annual Report to shareholders |
| Joanne Steer | General Counsel · Joint Company Secretary | Company Secretary | — | Annual Report to shareholders |
| Marie Forsyth | Legal Counsel · Joint Company Secretary | Company Secretary | — | Annual Report to shareholders |
| Lee Stephens | Chief Operating Officer | Operations | — | EBITDA more than doubles to A$952m on strong margins |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Leonora integrated mining hub
Australia
Producer100% ownedGold
Operating integrated hub
- Production annualised (attributable)
- 184.0k ozd
- Production (last FY, 100%)
- 175.0k ozd
- AISC (latest quarter)
- —
- AISC margin at spot
- —
- Delivery vs guidance
- —
- Reserve life
- 16.6 yrsd
- Head grade
- 4.40 g/t
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Measured, indicated and inferred | 9.6M oz Au | 2.7 g/t Au; 110 Mt | Gold | 2025-12-31 |
| Ore Reserve | Probable | 2.9M oz Au | 2.6 g/t Au; 34 Mt | Gold | 2025-12-31 |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| FY27 standalone operating guidance | Operating Plan | Current | 2026-07-28 | Group production 270–300koz and AISC A$2,750–3,050/oz; hub split and later-year cash flows are analyst assumptions, not an issuer mine schedule. |
Core asset
Laverton integrated mining hub
Australia
Producer100% ownedGold
Operating integrated hub
- Production annualised (attributable)
- 100.0k ozd
- Production (last FY, 100%)
- 111.0k ozd
- AISC (latest quarter)
- —
- AISC margin at spot
- —
- Delivery vs guidance
- —
- Reserve life
- 12.6 yrsd
- Head grade
- 1.10 g/t
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Measured, indicated and inferred | 6.4M oz Au | 1.6 g/t Au; 120 Mt | Gold | 2025-12-31 |
| Ore Reserve | Probable | 1.4M oz Au | 1.2 g/t Au; 39 Mt | Gold | 2025-12-31 |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| FY27 standalone operating guidance | Operating Plan | Current | 2026-07-28 | Group production 270–300koz and AISC A$2,750–3,050/oz; hub split and later-year cash flows are analyst assumptions, not an issuer mine schedule. |
Material
Bardoc resource inventory
Australia
Resource Stage100% ownedGold
Unscheduled resource optionality
- Contained metal (attributable)
- 2.9m ozd
- Resource grade
- 1.80 g/t
- % Measured + Indicated
- 62.4%d
- Resource tonnes
- 50.00 Mtd
- Our value per attrib. contained unit
- Locked
- Mining method
- Open pit and undergroundd
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Measured, indicated and inferred | 2.9M oz Au | 1.8 g/t Au; 50 Mt | Gold | 2025-12-31 |
| Ore Reserve | Probable | 97K oz Au | 3.8 g/t Au; 0.79 Mt | Gold | 2025-12-31 |
Material
Magnetic / Lady Julie acquired inventory
Australia
PFS Developer100% ownedGold
Acquired inventory subject to review
- Study
- —
- Post-tax NPV (study prices, attributable)
- —
- NPV restated at our deck (attributable)
- Locked
- IRR
- —
- Initial capex (100%)
- —
- Capital intensity
- —
- LoM AISC
- —
- Mine life
- —
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Measured, indicated and inferred | 2.4M oz Au | 1.7 g/t Au; 44 Mt | Gold | — |
| Ore Reserve | Probable | 1M oz Au | 1.7 g/t Au; 18 Mt | Gold | — |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Acquired inventory integration review | PFS | Current | 2026-08-20 | Acquired June2026; separate acquired reserve/resource statement pending Genesis technical review. No current Genesis standalone cash-flow study disclosed. |
d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)
Stock database
Other assets
- Product and spec
- Gold bullion
- Nameplate capacity
- 3e+06 tpad
- Throughput (12M)
- 761.0k td
- Utilisation
- 25.4%d
- Capital intensity (capex / tpa)
- —
- Feed source
- Wholly owned hub mining inventory; third-party OPAs finished March 2026
- Offtake contracted
- —
- Product and spec
- Gold bullion
- Nameplate capacity
- 1.4e+06 tpad
- Throughput (12M)
- 354.0k td
- Utilisation
- 25.3%d
- Capital intensity (capex / tpa)
- —
- Feed source
- Wholly owned hub mining inventory; third-party OPAs finished March 2026
- Offtake contracted
- —
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
A$488.335m audited gross cash includes A$0.6m restricted deposit. A$200m bank debt, A$102.843m finance and ROU leases, A$100m undrawn cash line. FY27 growth/exploration and FY26 tax catch-up materially consume liquidity; no conditional A$1bn merger facility counted as present cash.
Inventory composition2
Total inventories A$149.452m also include A$16.527m gold in circuit and A$21.544m spares/stores. Source carrying value differs from quarterly bullion spot mark. Opening ore and circuit inventory supports forecast output and is not added again as equity value.
- Ore stockpiles
- A$108.2M carrying · 53,773 contained oz Au
- Bullion on hand
- A$3.2M carrying
Capital structure
Ownership and dilution
- Ordinary shares
- 1.2B
- Fully diluted
- 1.2B
Latest 8 October Appendix 2A: 1,175,051,898 basic + 23,583,430 rights = 1,198,635,328 conservative fully diluted shares. All options extinguished at June. Latest capital filing follows same-day cessation; no double subtraction. Proposed Vault shares and AGM future authorisations are conditional, not issued.
Security classes4
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Ordinary fully paid shares | Ordinary Share | 1.2B | — | — |
| Retention rights | Performance Right | 13.4M | A$0 | — |
| Non-executive share rights | Performance Right | 28.8K | A$0 | — |
| Performance rights | Performance Right | 10.2M | A$0 | — |
KPI history
Operating metrics · Company
| Metric | Unit | Trend | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|
| Group recovered gold including purchased ore before March expiry | oz | 72,878 | 74,261 | 67,497 | 70,766 | |
| Group AISC, sales denominator excluding OPA ounces and purchase costs | AUD/oz | 2,529 | 2,635 | 2,685 | 2,797 |
Operating metric source table11
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Group recovered gold including purchased ore before March expiry | Company | 2025-09-30 | Quarter | 72,878 oz | Reported |
| Group AISC, sales denominator excluding OPA ounces and purchase costs | Company | 2025-09-30 | Quarter | 2,529 AUD/oz | Reported |
| Group recovered gold including purchased ore before March expiry | Company | 2025-12-31 | Quarter | 74,261 oz | Reported |
| Group AISC, sales denominator excluding OPA ounces and purchase costs | Company | 2025-12-31 | Quarter | 2,635 AUD/oz | Reported |
| Group recovered gold including purchased ore before March expiry | Company | 2026-03-31 | Quarter | 67,497 oz | Reported |
| Group AISC, sales denominator excluding OPA ounces and purchase costs | Company | 2026-03-31 | Quarter | 2,685 AUD/oz | Reported |
| Group recovered gold including purchased ore before March expiry | Company | 2026-06-30 | Quarter | 70,766 oz | Reported |
| Group AISC, sales denominator excluding OPA ounces and purchase costs | Company | 2026-06-30 | Quarter | 2,797 AUD/oz | Reported |
| FY26 recovered gold | Company | 2026-06-30 | Year | 285,402 oz | Reported |
| Issuer non-IFRS EBITDA | Company | 2026-06-30 | Year | 952,400,000 AUD | Reported |
| Source-derived OCF less exploration, mine property and PP&E payments; excludes acquisition | Company | 2026-06-30 | Year | 608,454,000 AUD | Source Derived |
Company guidance4
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Gold Production | Company | FY27 standalone Genesis | 270,000 | 300,000 oz/year | Current |
| Group All In Sustaining Cost | Company | FY27 standalone Genesis | 2,750 | 3,050 AUD/oz | Current |
| Growth Capital | Company | FY27 standalone Genesis | 380,000,000 | 420,000,000 AUD | Current |
| Exploration Spend | Company | FY27 standalone Genesis | 80,000,000 | 90,000,000 AUD | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-10-05Ann. 2026-08-20 | Dividend | A$58.5M | — | — | Completed | — |
| 2026-06-30Ann. 2026-07-28 | Debt | A$200M | — | — | Completed | — |
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.
Aggregate source royalties plus conditional Vault merger. Expired September collars and March OPAs are outside forward exposure. Private royalty rates remain incompletely itemized; aggregate effective royalty proxy is explicit.
FY26 royalty59.878m divided by owned sales250,961oz times6009/oz gives3.97%; model uses4% of future gold revenue, outside stripped AISC once.
Royalty · Active- Counterparties
- Western Australian government and private royalty holders
- Applies to
- Leonora integrated mining hub · Laverton integrated mining hub · Magnetic / Lady Julie acquired inventory · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- FY26 disclosed aggregate royalty cost: 239 AUD/oz
How it affects our valuation
No valuation treatment is available for this arrangement.
Conditional acquisition modeled as75% completion probability in each gold/economic scenario. Each completed outcome adds independently forecast Vault economics and cash, deducts cash consideration540m, remaining325.969m transaction/integration/termination costs after paid50.7m breakfee, includes separately modeled AU tax reset/cross-loss and selected operating synergies and avoided140m mill, then divides by pro forma shares. No Vault physical inventory is added to current owned resource metrics.
Other · Conditional- Counterparties
- Vault Minerals Limited
- Applies to
- Company-wide · Gold
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- Default share consideration: 0.76 GMD share/VAU share
Original default cash consideration: 0.48 AUD/VAU share
Cash adjustment following Genesis dividend: 39,400,000 AUD
Indicative new Genesis shares: 803,445,620 shares
Claimed synergies: 2,000,000,000 AUD
Underwritten refinancing facility: 1,000,000,000 AUD
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
The team combines operational and development experience with growth in Genesis production. A fatality and later corporate safety convictions at a prior employer and a prior finance-related operating suspension are material, with limits on personal attribution.
Decision-relevant facts
Material summary
Raleigh Finlayson
Executive Chair
SafetyDocumented · High materiality
Fatality and later safety convictions at Saracen mine
In July 2020 a Byrnecut worker died at Saracen’s Whirling Dervish mine. WorkSafe reports that in December 2023 Northern Star (Carosue Dam) and Byrnecut pleaded guilty and were fined A$700,000 and A$850,000; a mine supervisor was separately fined. The separate 2020 Saracen announcement identifies Finlayson as managing director and reported the company response. The cited record does not establish personal wrongdoing by him.
Role overlaps event; causation unproven · Finlayson was Saracen managing director in 2020; the cited convictions are against companies and the supervisor, not him.
Fatality at Dervish mine · Page 1: Saracen fatality announcement
Safety prosecution updates May 2024 · Safety prosecution updates, Whirling Dervish
Companies and supervisor fined over mine worker death · Court report, paragraphs on guilty pleas and sentencing
Company SuccessIssuer Reported · Medium materiality
Genesis operating growth
Genesis reported FY2026 gold production of 285,402 ounces versus 214,311 in FY2025, with all-in sustaining costs of A$2,670/oz versus A$2,398/oz. These are company-wide outcomes, influenced by acquisitions and gold prices.
Role overlaps event; causation unproven · Finlayson chaired or led the company; the contribution of individual executives is not separately measured.
Annual Report FY2026 · Printed pages 10–11 shareholder letter
Evidence gaps · 3
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
- Personal causal responsibility for the 2020 fatality was not established; the regulator proceedings concern the companies and supervisor.
Duncan Coutts
Executive Director - Operations
Personal SuccessIssuer Reported · Medium materiality
Prior operational integration
Genesis reports that Coutts oversaw Ramelius operations and was heavily involved in due diligence, acquisitions, integration and production of acquired projects. Specific individual contributions are described by the issuer, while transaction-level performance is not independently quantified here.
Individual involvement documented · The account of his involvement is reported by Genesis.
Director and management appointments · Appendix A, Duncan Coutts profile
Evidence gaps · 2
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
Matt Nixon
Chief Executive Officer
Company SuccessIssuer Reported · Medium materiality
Production growth under current management
Genesis reported FY2026 production of 285,402 ounces at A$2,670/oz AISC compared with 214,311 ounces at A$2,398/oz a year earlier. Output includes acquired operations and does not quantify Nixon’s individual contribution.
Role overlaps event; causation unproven · Nixon was COO and then CEO in FY2026; the company result is not solely attributable to him.
Annual Report FY2026 · Printed page 10 shareholder letter
Evidence gaps · 2
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
Morgan Ball
Chief Financial Officer
FailureIssuer Reported · High materiality
BC Iron suspension and loss
BC Iron reported a A$72.9m statutory net loss for the six months ended December 2015 and temporarily suspended its Nullagine operation in December 2015. The company attributed the suspension to declining iron-ore prices and outlook; it also reported operational cost reductions.
Role overlaps event; causation unproven · Ball was BC Iron managing director and commented on the company decision; the price collapse was external, and this does not establish misconduct.
BC Iron financial results half year ended December 2015 · Page 1 results and Nullagine suspension
BC Iron FY2015 financial results · Pages 1–2 FY2015 results
Evidence gaps · 2
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
Troy Irvin
Corporate Development Officer
GovernanceDocumented · Medium materiality
Vault scheme remains conditional
The companies announced a proposed merger via a Vault scheme. Vault’s meeting was scheduled for 11 November 2026 and implementation remained subject to shareholder and court approval. Genesis withdrew certain AGM resolutions on 30 October and said three Vault directors would be appointed upon implementation, subject to approvals.
Role overlaps event; causation unproven · Irvin’s corporate development role overlaps the proposal; no individual responsibility for the transaction outcome is established.
Vault Scheme Booklet registered with ASIC · Scheme meeting and conditional timetable
AGM resolutions update · Page 1, AGM resolutions and contingent appointments
Evidence gaps · 2
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
Christina Yeo
General Manager, People & Culture
Role FitAnalyst Inference · Medium materiality
People and culture experience
Genesis reports Yeo previously held people and culture roles at Byrnecut and DLA Piper; AusIMM independently identified her as Byrnecut’s group head of people and culture in 2024. This experience is relevant to workforce integration, though individual outcomes are not independently quantified.
Responsibility not applicable · Role fit is an inference from reported and corroborated prior roles.
Annual Report FY2026 · Printed page 18 Christina Yeo biography
Interview with Christina Yeo of Byrnecut · Interview introduction
Evidence gaps · 3
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
- Exact dates and individual outcomes in former people-and-culture roles were not independently established.
Joanne Steer
General Counsel and Joint Company Secretary
Role FitAnalyst Inference · Medium materiality
Legal and governance background
Genesis reports Steer joined as head of legal in February 2024 and became company secretary on 29 August; the issuer reports her law degree and mining-industry advisory background. These roles are relevant to listed-company governance, but university and admission records were not independently checked.
Responsibility not applicable · Role fit is an inference from issuer-reported work experience and duties.
Appointment of company secretary · Page 4 company secretary appointment
Evidence gaps · 2
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
Marie Forsyth
Legal Counsel and Joint Company Secretary
Role FitAnalyst Inference · Medium materiality
Legal and mining background
Genesis reports Forsyth has experience in corporate and mining law and previously held secretarial roles for listed explorers; it reports law and extractive metallurgy degrees. Her experience is relevant to the legal and secretarial role, but independent credential verification was not obtained.
Responsibility not applicable · The issuer reports the background; role fit is an analyst inference.
Appointment of joint company secretary · Page 4 company secretary appointment
Evidence gaps · 2
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
Lee Stephens
Chief Operating Officer
Personal SuccessIssuer Reported · Medium materiality
Laverton restart and development roles
Genesis credits Stephens with leading the early restart of the Laverton mill in 2024 and says he played a central role advancing Thunderbox from study to production while at Saracen. The precise personal share of those company-wide results is not independently quantified.
Individual involvement documented · Genesis explicitly credits his leadership; independent quantitative attribution is not established.
FY2026 results and COO appointment · Management appointments, Lee Stephens
Evidence gaps · 3
- Independent university, professional membership and credential verification remains incomplete.
- Past-employer dates, individual contributions and a comprehensive search of courts and regulators remain incomplete.
- Exact dates at Carosue Dam and Thunderbox and personal responsibility for historical incidents were not established.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-07-16 · 1,170,350,452 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 28.48% | 333,328,834 | |
| 2 | 28.10% | 328,909,554 | |
| 3 | 15.03% | 175,844,672 | |
| 4 | 4.03% | 47,139,728 | |
| 5 | 1.60% | 18,760,454 | |
| 6 | 1.54% | 17,993,653 | |
| 7 | 1.38% | 16,101,206 | |
| 8 | 1.05% | 12,255,899 | |
| 9 | 1.03% | 12,055,556 | |
| 10 | 0.91% | 10,658,554 | |
| 11 | 0.55% | 6,391,693 | |
| 12 | 0.54% | 6,300,000 | |
| 13 | 0.50% | 5,833,334 | |
| 14 | 0.45% | 5,285,810 | |
| 15 | 0.45% | 5,267,101 | |
| 16 | 0.45% | 5,238,871 | |
| 17 | 0.35% | 4,149,377 | |
| 18 | 0.34% | 3,922,912 | |
| 19 | 0.23% | 2,743,567 | |
| 20 | 0.23% | 2,743,335 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 16.16%Voting power | 2026-01-09 | |
| 9.57%Voting power | 2026-10-02 | |
| 6.00%Voting power | 2026-05-13 | |
| 5.08%Voting power | 2026-10-08 |
Sources & review notesEvidence checked through 2026-10-31
Coverage and limitations
- Van Eck ceased to be a substantial holder on 18 September 2026; this does not establish a zero holding. The image-only primary notice was visually inspected.
- State Street interests include lending and collateral and can overlap other groups; they are not necessarily beneficial ownership.
- The First Sentier and MUFG notices describe the same 59,666,191 total on 8 October; only the parent reporting-group total is shown.
- HSBC and MSH have repeated identical source-row names; rank annotations distinguish the rows without asserting different account details.
- Nominee accounts and group interests may overlap and must not be summed.
- The annual PDF has hidden duplicate text layers; the rendered page was inspected to transcribe the visible register.
Sources
- 2026 Annual Report
Genesis Minerals Limited via ASX · Published 2026-08-20 · Accessed 2026-10-31
Top-20 register at 16 July 2026.
downloads/GMD/2026/2026-08-20_Annual Report to shareholders_c6a9fa13475c6273.pdf, PDF page 91, visually reviewed
- AustralianSuper change in substantial holding
AustralianSuper via ASX · Published 2026-01-13 · Accessed 2026-10-31
Position on 9 January 2026.
downloads/GMD/2026/2026-01-13_Change in substantial holding_9803625ad381720b.pdf, page 1
- Vanguard change in substantial holding
Vanguard Group via ASX · Published 2026-05-18 · Accessed 2026-10-31
Position on 13 May 2026.
downloads/GMD/2026/2026-05-18_Change in substantial holding_33533a5c1dcd37ac.pdf, page 1
- State Street change in substantial holding
State Street via ASX · Published 2026-10-06 · Accessed 2026-10-31
Position at 2 October 2026 includes loaned and collateral securities.
downloads/GMD/2026/2026-10-06_Change in substantial holding_aaff18a77d749596.pdf, page 1, visually reviewed
- MUFG becoming a substantial holder
Mitsubishi UFJ Financial Group via ASX · Published 2026-10-14 · Accessed 2026-10-31
Position on 8 October 2026 includes First Sentier and other related interests.
downloads/GMD/2026/2026-10-14_Becoming a substantial holder from MUFG_b6fbdd94d0b7bfa1.pdf, page 1
- Van Eck ceasing to be a substantial holder
Van Eck via ASX · Published 2026-09-22 · Accessed 2026-10-31
Ceased substantial status on 18 September 2026, not necessarily all ownership.
downloads/GMD/2026/2026-09-22_Ceasing to be a substantial holder_5381e69bd2641523.pdf, page 1, visually reviewed
Disclosed activity
Insider transactions
Trading activity203 buys · 14 sells 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 |
|---|---|---|---|---|---|---|
| 2026-07-06 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-07-06As disclosed: First Sentier Investors (Australia) IM Ltd; 06-07-2026; cash consideration 1,840,515.73; 309,872 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 309,872 | — | — | — |
| 2026-07-06 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-07-06As disclosed: First Sentier Investors (Australia) IM Ltd; 06-07-2026; cash consideration 1,197,245.17; 201,570 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 201,570 | — | — | — |
| 2026-07-06 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-07-06As disclosed: First Sentier Investors (Australia) IM Ltd; 06-07-2026; cash consideration 1,714,132.92; 288,594 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 288,594 | — | — | — |
| 2026-07-06 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-07-06As disclosed: First Sentier Investors (Australia) IM Ltd; 06-07-2026; cash consideration 1,507,575.00; 250,000 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 250,000 | — | — | — |
| 2026-07-06 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-07-06As disclosed: First Sentier Investors (Australia) IM Ltd; 06-07-2026; cash consideration 55,876.76; 9,266 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 9,266 | — | — | — |
| 2026-07-03 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-07-03As disclosed: First Sentier Investors RQI Pty Ltd; 03-07-2026; cash consideration 23,304.92; 3,767 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 3,767 | — | — | — |
| 2026-07-02 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-07-02As disclosed: First Sentier Investors RQI Pty Ltd; 02-07-2026; N/A cash; 63,475 fully paid ordinary shares borrowed from Citigroup Global Markets Limited (Agreement 14).
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | Transfer InFully Paid ordinary shares | 63,475 | —Non Cash | — | — |
| 2026-07-01 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-07-01As disclosed: First Sentier Investors (Australia) IM Ltd; 01-07-2026; cash consideration 12,723.43; 2,452 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 2,452 | — | — | — |
| 2026-06-29 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-29As disclosed: First Sentier Investors (Australia) IM Ltd; 29-06-2026; cash consideration 3,994.17; 728 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 728 | — | — | — |
| 2026-06-26 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-26As disclosed: First Sentier Investors RQI Pty Ltd; 26-06-2026; N/A cash; 93,224 fully paid ordinary shares borrowed from Citigroup Global Markets Limited (Agreement 14).
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | Transfer InFully Paid ordinary shares | 93,224 | —Non Cash | — | — |
| 2026-06-26 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-26As disclosed: First Sentier Investors (Australia) IM Ltd; 26-06-2026; cash consideration 20,867.34; 3,873 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 3,873 | — | — | — |
| 2026-06-26 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-26As disclosed: First Sentier Investors RQI Pty Ltd; 26-06-2026; cash consideration 285,939.50; 53,050 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 53,050 | — | — | — |
| 2026-06-23 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-23As disclosed: First Sentier Investors RQI Pty Ltd; 23-06-2026; N/A cash; 41,039 fully paid ordinary shares borrowed from Citigroup Global Markets Limited (Agreement 14).
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | Transfer InFully Paid ordinary shares | 41,039 | —Non Cash | — | — |
| 2026-06-22 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-22As disclosed: First Sentier Investors RQI Pty Ltd; 22-06-2026; cash consideration 536,692.04; 90,049 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 90,049 | — | — | — |
| 2026-06-19 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-19As disclosed: First Sentier Investors RQI Pty Ltd; 19-06-2026; N/A cash; 80,088 fully paid ordinary shares borrowed from Citigroup Global Markets Limited (Agreement 14).
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | Transfer InFully Paid ordinary shares | 80,088 | —Non Cash | — | — |
| 2026-06-18 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-18As disclosed: First Sentier Investors (Australia) IM Ltd; 18-06-2026; cash consideration 18,701.76; 2,993 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 2,993 | — | — | — |
| 2026-06-17 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-17As disclosed: First Sentier Investors RQI Pty Ltd; 17-06-2026; N/A cash; 27,290 fully paid ordinary shares borrowed from Citigroup Global Markets Limited (Agreement 14).
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | Transfer InFully Paid ordinary shares | 27,290 | —Non Cash | — | — |
| 2026-06-17 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-17As disclosed: First Sentier Investors (Australia) IM Ltd; 17-06-2026; cash consideration 50,320.64; 8,130 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 8,130 | — | — | — |
| 2026-06-15 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-15As disclosed: First Sentier Investors (Australia) IM Ltd; 15-06-2026; cash consideration 55,011.02; 9,541 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 9,541 | — | — | — |
| 2026-06-15 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-15As disclosed: First Sentier Investors (Australia) IM Ltd; 15-06-2026; cash consideration 2,306,300.00; 400,000 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 400,000 | — | — | — |
| 2026-06-12 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-12As disclosed: First Sentier Investors (Australia) IM Ltd; 12-06-2026; cash consideration 48,960.97; 9,221 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 9,221 | — | — | — |
| 2026-06-12 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-12As disclosed: First Sentier Investors RQI Pty Ltd; 12-06-2026; N/A cash; 139,863 fully paid ordinary shares borrowed from Citigroup Global Markets Limited (Agreement 14).
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | Transfer InFully Paid ordinary shares | 139,863 | —Non Cash | — | — |
| 2026-06-12 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-12As disclosed: First Sentier Investors (Australia) IM Ltd; 12-06-2026; cash consideration 1,318,600.00; 250,000 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 250,000 | — | — | — |
| 2026-06-11 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-11As disclosed: First Sentier Investors (Australia) IM Ltd; 11-06-2026; cash consideration 1,196,000.00; 250,000 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 250,000 | — | — | — |
| 2026-06-11 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-11As disclosed: First Sentier Investors (Australia) IM Ltd; 11-06-2026; cash consideration 42,170.96; 8,815 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 8,815 | — | — | — |
| 2026-06-10 | First Sentier Group Limited and reported associatesFirst Sentier Investors RQI Pty Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-10As disclosed: First Sentier Investors RQI Pty Ltd; 10-06-2026; N/A cash; 204,724 fully paid ordinary shares borrowed from Citigroup Global Markets Limited (Agreement 14).
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ Becoming a substantial holder ↗ | Transfer InFully Paid ordinary shares | 204,724 | —Non Cash | — | — |
| 2026-06-09 | First Sentier Group Limited and reported associatesFirst Sentier Investors (Australia) IM Ltd
Details & evidence for First Sentier Group Limited and reported associates on 2026-06-09As disclosed: 09-06-2026; First Sentier Investors (Australia) IM Ltd ACN 114 194 311; cash consideration 36,667.71; 7,085 fully paid ordinary shares acquired.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ | PurchaseFully Paid ordinary shares | 7,085 | — | — | — |
Disclosed holding observations2 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 |
|---|---|---|---|---|
| 2026-10-08 | First Sentier Group Limited and reported associates
Details & evidence for First Sentier Group Limited and reported associates on 2026-10-08Section 2 declares group voting power of 59,666,191 shares (5.08%). Component positions in section 3 are preserved in the reconciliation note; they are not added as independent observations to avoid double counting.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ | ThresholdFully Paid ordinary shares | 59,666,191 | 5.08%Voting Power |
| 2026-10-05 | First Sentier Group Limited and reported associates
Details & evidence for First Sentier Group Limited and reported associates on 2026-10-05Section 2 declares group voting power of 59,126,097 shares (5.03%). Component positions in section 3 are preserved in the reconciliation note; they are not added as independent observations to avoid double counting.
major_holder · Start not disclosed First Sentier Investors RQI Pty Ltd · Associate named as holder of reported purchases. Becoming a substantial holder ↗ | ThresholdFully Paid ordinary shares | 59,126,097 | 5.03%Voting Power |
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Sign in or enter a guest codeChronological evidenceSource-document inventory26 documents
GMD ASX ordinary local closing price 13 October 2026Market Data · HighExtracted
Latest eligible local market data provider via miners.collect_stock_prices observation; cutoff quote, not a 24 October live quote.
- Document ID
- doc-gmd-2026-10-13-price
- Published UTC
- 2026-10-13T05:00:00+00:00
- Projects
- —
- Commodities
- —
Notice of Annual General Meeting/Proxy FormGovernance · MediumPartial
Current AGM resolutions confirm incoming Vault directors remain conditional; meeting date and capital approvals reviewed.
- Document ID
- doc-gmd-2026-10-09-agm
- Published UTC
- 2026-10-09T02:19:59+00:00
- Projects
- —
- Commodities
- gold
Application for quotation of securities - GMDCorporate Action · HighPartial
Latest Appendix 2A provides post-conversion ordinary shares and outstanding rights by class.
- Document ID
- doc-gmd-2026-10-08-capital
- Published UTC
- 2026-10-08T03:10:50+00:00
- Projects
- —
- Commodities
- gold
Notification of cessation of securities - GMDOther · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2026-10-08-6a1348283
- Published UTC
- 2026-10-08T02:46:45+00:00
- Projects
- —
- Commodities
- gold
Vault Scheme Booklet registered with ASICOther · HighPartial
Primary source independently read for conditional merger economics or gold benchmark; copied without any former analyst model.
- Document ID
- doc-gmd-vau-2026-10-06-scheme
- Published UTC
- 2026-10-06T08:54:42+00:00
- Projects
- —
- Commodities
- gold
Vault Court Approves Scheme MeetingOther · HighPartial
Primary source independently read for conditional merger economics or gold benchmark; copied without any former analyst model.
- Document ID
- doc-gmd-vau-2026-10-05-court
- Published UTC
- 2026-10-05T05:06:11.000+00:00
- Projects
- —
- Commodities
- gold
Resources and Energy Quarterly September 2026Other · HighPartial
Primary source independently read for conditional merger economics or gold benchmark; copied without any former analyst model. Publication date is verified; intraday release time unavailable. Recorded date-only ordering time is an explicit convention, not observed publication timing; no price-chart reaction is attributed.
- Document ID
- doc-gmd-2026-10-02-req
- Published UTC
- 2026-10-02T00:00:00+00:00
- Projects
- —
- Commodities
- gold
Vault June 2026 Resources and ReservesOther · HighPartial
Primary source independently read for conditional merger economics or gold benchmark; copied without any former analyst model.
- Document ID
- doc-gmd-vau-2026-09-03-resources
- Published UTC
- 2026-09-02T22:16:08.000+00:00
- Projects
- —
- Commodities
- gold
Annual Report to shareholdersResults · HighPartial
Audited FY26 operations, ownership, accounts, tax, obligations and capital allocation; selected physical pages independently read in the fresh run.
- Document ID
- doc-gmd-2026-08-20-annual
- Published UTC
- 2026-08-20T05:00:28+00:00
- Projects
- —
- Commodities
- gold
EBITDA more than doubles to A$952m on strong marginsResults · HighPartial
FY26 operating and financial results, dividend, tax catch-up, expired ore purchase agreements and updated merger outlook reviewed.
- Document ID
- doc-gmd-2026-08-20-results
- Published UTC
- 2026-08-20T04:57:08+00:00
- Projects
- —
- Commodities
- gold
Appendix 4EOther · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2026-08-20-6a1339478
- Published UTC
- 2026-08-20T04:56:23+00:00
- Projects
- —
- Commodities
- gold
Vault FY26 Financial Results SummaryOther · HighPartial
Primary source independently read for conditional merger economics or gold benchmark; copied without any former analyst model.
- Document ID
- doc-gmd-vau-2026-08-20-results
- Published UTC
- 2026-08-20T05:29:53+00:00
- Projects
- —
- Commodities
- gold
Vault FY26 Annual Financial StatementsResults · HighPartial
Primary source independently read for conditional merger economics or gold benchmark; copied without any former analyst model.
- Document ID
- doc-gmd-vau-2026-08-20-accounts
- Published UTC
- 2026-08-20T05:27:48+00:00
- Projects
- —
- Commodities
- gold
Vault June 2026 Quarterly ActivitiesResults · HighPartial
Primary source independently read for conditional merger economics or gold benchmark; copied without any former analyst model.
- Document ID
- doc-gmd-vau-2026-07-29-quarter
- Published UTC
- 2026-07-28T22:16:59+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities Report - June 2026Operations · HighPartial
Latest operating quarter: reported production and costs, hub physical performance, FY27 guidance, growth projects, stockpiles and finite hedge terms reviewed.
- Document ID
- doc-gmd-2026-07-28-quarter
- Published UTC
- 2026-07-27T22:25:09+00:00
- Projects
- —
- Commodities
- gold
Presentation - Genesis and Vault to MergePresentation · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2026-07-14-6a1333734
- Published UTC
- 2026-07-13T22:45:45+00:00
- Projects
- —
- Commodities
- gold
Genesis & Vault agree to merge, creating a new gold majorTransaction · HighPartial
Announcement terms and conditional nature of the proposed Vault merger reviewed; appended scheme deed not exhaustively reviewed. No Vault asset is recorded as currently owned.
- Document ID
- doc-gmd-2026-07-14-merger
- Published UTC
- 2026-07-13T22:45:35+00:00
- Projects
- —
- Commodities
- gold
Resources total 18.9Moz, including 4.4Moz in ReservesResource Update · HighPartial
Core resource and reserve tables, rounded physical quantities and technical summaries reviewed; full 407-page JORC appendices are outside the selected-page scope.
- Document ID
- doc-gmd-2026-05-05-resources
- Published UTC
- 2026-05-04T23:12:57+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities Report - March 2026Operations · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2026-04-16-6a1320629
- Published UTC
- 2026-04-15T22:17:03+00:00
- Projects
- —
- Commodities
- gold
FY26 Half Year Report SummaryResults · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2026-02-19-6a1312702
- Published UTC
- 2026-02-18T21:09:56+00:00
- Projects
- —
- Commodities
- gold
Half Year Report for Period Ended 31 Dec 2025Results · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2026-02-19-6a1312704
- Published UTC
- 2026-02-18T21:09:46+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities Report - December 2025Operations · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2026-01-29-6a1308998
- Published UTC
- 2026-01-28T22:19:56+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities Report - September 2025Operations · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2025-10-16-6a1290609
- Published UTC
- 2025-10-15T22:19:51+00:00
- Projects
- —
- Commodities
- gold
FY2025 Annual ReportResults · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2025-08-21-6a1279299
- Published UTC
- 2025-08-20T22:07:25+00:00
- Projects
- —
- Commodities
- gold
Abundant cashflow & plus4Moz Reserve sets up GMD for growthOther · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2025-08-21-6a1279295
- Published UTC
- 2025-08-20T22:07:15+00:00
- Projects
- —
- Commodities
- gold
Appendix 4EOther · MediumPartial
Local evidence inventoried and selected native pages reviewed for historical context; current audited annual report and latest quarterly report supersede older financial and operating snapshots. No unseen image page supplies a valuation fact.
- Document ID
- doc-gmd-2025-08-21-6a1279297
- Published UTC
- 2025-08-20T22:07:05+00:00
- Projects
- —
- Commodities
- gold
Evidence facts92
488335000 AUD
2026-06-30200000000 AUD
2026-06-30102843000 AUD
2026-06-30100000000 AUD
2026-06-302077627000 AUD
2026-06-301742346000 AUD
2026-06-30601763000 AUD
2026-06-30935247000 AUD
2026-06-30326793000 AUD
2026-06-30100 %
2026-06-30gold text
2026-06-30100 %
2026-06-30gold text
2026-06-30100 %
2026-06-30gold text
2026-06-30100 %
2026-06-30gold text
2026-06-30100 %
2026-06-30gold text
2026-06-30100 %
2026-06-30gold text
2026-06-30110000000 t
2025-12-312.7 g/t
2025-12-319600000 oz
2025-12-3181.60416666666667 %
2025-12-31Open pit and underground text
2025-12-31120000000 t
2025-12-311.6 g/t
2025-12-316400000 oz
2025-12-3157.8125 %
2025-12-31Open pit and underground text
2025-12-3150000000 t
2025-12-311.8 g/t
2025-12-312900000 oz
2025-12-3162.44827586206897 %
2025-12-31Open pit and underground text
2025-12-3144000000 t
None1.7 g/t
None2400000 oz
None75.0 %
NoneOpen pit and underground text
2025-12-3134000000 t
2025-12-312900000 oz
2025-12-312.6 g/t
2025-12-3139000000 t
2025-12-311400000 oz
2025-12-311.1165350646153844 g/t
2025-12-31790000 t
2025-12-3197000 oz
2025-12-313.8 g/t
2025-12-3118000000 t
None1000000 oz
None1.7 g/t
NoneGold bullion text
2026-06-30Gold bullion text
2026-06-30952400000 AUD
2026-06-30Wholly owned hub mining inventory; third-party OPAs finished March 2026 text
2026-06-30Wholly owned hub mining inventory; third-party OPAs finished March 2026 text
2026-06-3038367 oz
2026-06-30139100000 AUD
2026-06-30AU text
2026-06-30AU text
2026-06-30AU text
2026-06-30AU text
2026-06-30AU text
2026-06-30AU text
2026-06-3043000 oz
2025-09-3030000 oz
2025-09-3043000 oz
2025-12-3131000 oz
2025-12-3143000 oz
2026-03-3125000 oz
2026-03-3146000 oz
2026-06-30175000 oz
2026-06-30354000 t
2026-06-304.4 g/t
2026-06-3092.4 %
2026-06-3025000 oz
2026-06-30111000 oz
2026-06-30761000 t
2026-06-301.1 g/t
2026-06-3092.8 %
2026-06-30354000 t
2026-06-30761000 t
2026-06-304500 oz
2026-06-303500 AUD/oz
2026-06-304235 AUD/oz
2026-06-301175051898 shares
2026-10-081198635328 shares
2026-10-081400000 tpa
2026-07-143000000 tpa
2026-07-147.39 AUD/share
2026-10-13Conflicts requiring judgment4
- June cash versus cash, bullion and investments
Use audited cash A$488.335m for cash identity. A$520.1m quarterly headline includes marked bullion and listed investments; those are separate interests, not extra cash. Audited investments and bullion carrying values used in equity bridge.
- Capital chronology and share classes
Oct8 Appendix2A post-conversion total supersedes June basic/rights and earlier same-day cessation. Fully diluted shares sum outstanding rights once; proposed Vault shares excluded until implementation.
- Laverton rounded reserve grade versus contained ounces
Both sources report 39Mt,1.2g/t,1.4Moz; source ledger preserves printed table. Comparable implied grade1.116535g/t is calculated from disclosed tonnes and ounces, explicitly labelled derived, to avoid a false physical tie.
- Long-term plan timing
Old September2026 standalone update superseded by Aug20 first-half2027 combined review conditional on Vault completion. No false overdue current schedule retained.