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- Last 2026-11-06
- A$0.105
- 1D
- —
- 1M
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- YTD
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- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
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- Mkt cap
- A$121.5M
- EV
- A$-146.4M
- Cash
- A$267.9M
- Debt
- A$0
1 newer ASX announcement not yet reflected in this valuation
- GRR - Quarterly Report for 3 months ended 30 September 2026Latest Four Activities Reports
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Sign in or enter a guest codeAnnouncements
Latest 12 of 14All sources ▸- GRR - Quarterly Report for 3 months ended 30 June 2026Results
- AGM presentationPresentation
- GRR - Quarterly Report for 3 months ended 31 Mar 2026Results
- Annual Report to shareholdersResults
- Savage River Mineral Resources and Ore Reserves UpdateResource Update
- GRR - Quarterly Report for 3 months ended 31 Dec 2025Results
- GRR - Quarterly Report for 3 months ended 30 Sept 2025Results
- Half Yearly Report and AccountsResults
- Notification regarding unquoted securities - GRRCorporate Action
- Southdown PFS Results and Resource & Reserve StatementStudy
- Savage River Mineral Resources and Ore Reserves UpdateResource Update
- Notification regarding unquoted securities - GRRCorporate Action
Event calendar · next 12 months
6 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| October 2026 reporting window | September-quarter Savage River operating update | Results | Inferred | High | First scheduled volume, realized-price, cost and sub-level-cave design checkpoint after the impairment. |
| January 2027 reporting window | December-quarter Savage River operating update | Results | Inferred | High | Tests whether unit costs and liquidity stabilize under the revised operating plan. |
| February-March 2027 reporting window | Full-year 2026 financial results | Results | Inferred | High | Should disclose revised asset values, cash conversion and possibly more detail on the smaller underground plan. |
| 31 March 2027 contract-year end | Expiry of three-year assigned pellet offtake volume | Economic Arrangement | Company Guided | Medium | The 0.4Mtpa assigned sales volume reaches its disclosed three-year term and needs renewal, replacement or spot sale. |
| April 2027 reporting window | March-quarter Savage River operating update | Results | Inferred | High | Tracks realized pellet price, C1 cost, cash balance and any financing decision. |
| July 2027 reporting window | June-quarter Savage River operating update | Results | Inferred | High | Provides another reported operating and liquidity checkpoint inside the twelve-month horizon. |
Executive roster
As of 2026-08-31Background checks ▸FY2025 annual report names the CEO, investment director, CFO, COO, general manager operations and company secretary; later disclosed board changes concern non-executive directors.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Weidong Wang | Chief Executive Officer | Chief Executive | 2024-07-15 | Annual Report to shareholders · North Pit Underground Development Project Update |
| Chongtao Xu | Investment Director | Senior Management | — | Annual Report to shareholders |
| Steven Phan | Chief Financial Officer | Finance | — | Annual Report to shareholders |
| Ben Maynard | Chief Operating Officer | Operations | — | Annual Report to shareholders |
| Grant Bramich | General Manager Operations | Operations | — | Annual Report to shareholders |
| Piers Lewis | Company Secretary | Company Secretary | — | Annual Report to shareholders |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Savage River
Australia
Producer100% ownedIron Ore
Operating Savage River magnetite and Port Latta pellet system; H1 2026 impairment reflects a smaller sub-level cave plan and lower forecast iron ore prices, with no new terminal mine year established in the accessible Appendix.
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.
Published study economicsIssuer or study metrics
Operating cost164.69AUD/t product produced
Discount rate10.6%Published study basis
FY2025 operating cost and impairment reference; not a new standalone DCF.
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Savage River total above 15% DTR | 464.2 Mt | 44.2% DTR | Iron Ore | 2025-12-31 |
| Ore Reserve | Savage River total | 96.3 Mt | 44.7% DTR | Iron Ore | 2025-12-31 |
Tenements5
Milestones1
- Former 2040 operating horizon, subject to revised plan
At Risk · Medium materiality
Permits & approvals3
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Mining lease 2M/2001 | Tasmania, Australia | Granted | — | Yes |
| Mining lease 11M/2008 | Tasmania, Australia | Granted | 2031-12-18 | Yes |
| Mining lease 4M/2019 | Tasmania, Australia | Granted | 2031-10-07 | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Current Savage River operating plan reference | Operating Plan | Current | 2026-04-02 | The 31 August 2026 impairment supersedes the 2025 block-cave life-of-mine assumptions; updated detailed mine economics have not been disclosed in the accessible Appendix 4D. |
Material
North Pit Underground
Australia
DFS Unfunded Developer100% ownedIron Ore
The 2024 block-cave DFS is superseded as an executable plan by the H1 2026 decision to pursue a smaller sub-level cave; design, funding, capital cost and FID are unconfirmed.
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.
Published study economicsIssuer or study metrics
NPVA$775M8.3% discount
IRR34%Published return
Initial capexA$891MPublished capital estimate
Operating cost93.8AUD/t concentrate
2024 DFS integrated post-tax case; risk-adjusted separately for funding, schedule and FID uncertainty.
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | North Pit total resource supporting underground study | 224.7 Mt | 47.8% DTR | Iron Ore | 2025-12-31 |
| Ore Reserve | North Pit Underground probable reserve | 60.6 Mt | 45.9% DTR | Iron Ore | 2025-12-31 |
Milestones2
- Target underground development timing
At Risk · High materiality
- Secure project financing and final investment decision
At Risk · High materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Underground environmental and planning permits | Tasmania, Australia | Granted | — | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| North Pit Underground DFS | DFS | Superseded | 2024-02-28 | Historical 2024 block-cave DFS only; H1 2026 moved to a smaller sub-level cave without publishing replacement NPV or capex. |
Material
Southdown
Australia
DFS Unfunded Developer100% ownedIron Ore
100%-owned feasibility-stage magnetite project; a A$1m contingent tenement payment, equity partner, revised approvals and construction funding remain unresolved.
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.
Published study economicsIssuer or study metrics
NPVA$877M10% discount
IRR14.8%Published return
Initial capexA$2.3BPublished capital estimate
Operating cost117.1AUD/t concentrate
Updated feasibility after-tax case; heavily risk-adjusted for funding, approvals, capex and execution uncertainty.
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Southdown total mineral resource | 1.3K Mt | 33.8% DTR | Iron Ore | 2024-12-31 |
| Ore Reserve | Southdown probable ore reserve | 412 Mt | 34.7% DTR; 69.6% Fe | Iron Ore | 2024-12-31 |
Tenements2
Milestones2
- Secure Southdown equity partner
At Risk · High materiality
- Resubmit and obtain environmental approvals
Pending · High materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Southdown environmental approvals | Western Australia, Australia | Required | — | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Southdown updated feasibility study | Updated Feasibility | Current | 2025-04-14 | Feasibility case reports A$877m post-tax NPV, 14.8% IRR and A$2.339bn initial capital before funding and approvals risk adjustments. |
Other
Legacy exploration joint operations
Australia
Early ExplorerCopperGoldOthers
Non-operating copper, gold and base-metal joint-operation interests of 15%-31.15%; no current resource, reserve, economic study or material valuation evidence is disclosed.
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.
Tenements2
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
A$267.9m cash and liquid investments at 30 June 2026 are substantial, but the balance precedes a A$690.7m non-cash asset impairment and must fund operations and a redesigned underground transition; the full H1 accounts were not accessible for a current debt or restricted-cash reconciliation.
Inventory composition2
Q2 FY2026 reported finished-product and concentrate stockpiles are recorded by quantity; carrying values are not disclosed in the quarterly activity report.
- Pellet stockpile
- — carrying · 303,403 dmt
- Concentrate stockpile
- — carrying · 28,078 t
Capital structure
Ownership and dilution
- Ordinary shares
- 1.2B
- Fully diluted
- 1.2B
Fully diluted shares equal ordinary shares plus 7,385,995 disclosed performance rights; no exercise price is disclosed in the source register.
Security classes2
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Fully paid ordinary shares on issue | Ordinary Share | 1.2B | — | — |
| Performance rights in the annual securities register | Performance Right | 7.4M | — | — |
KPI history
Operating metrics
Operating metric source table13
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Production | Savage River | Q2 FY2026 | Quarter | 586,906 t concentrate | Reported |
| Production | Savage River | Q2 FY2026 | Quarter | 590,883 t pellets | Reported |
| Sales | Savage River | Q2 FY2026 | Quarter | 625,727 dmt total product | Reported |
| Recovery | Savage River | Q2 FY2026 | Quarter | 34.9 % weight recovery | Reported |
| C1 Cost | Savage River | Q2 FY2026 | Quarter | 157.69 AUD/t | Reported |
| Production | Savage River | FY2025 | Year | 2,221,357 t concentrate | Reported |
| Production | Savage River | FY2025 | Year | 2,210,227 t pellets | Reported |
| Sales | Savage River | FY2025 | Year | 2,300,670 dmt total product | Reported |
| C1 Cost | Savage River | FY2025 | Year | 164.69 AUD/t | Reported |
| Revenue | Company | FY2025 | Year | 477,854,000 AUD | Reported |
| Revenue | Company | H1 2026 | Half Year | 230,788,000 AUD | Reported |
| Other | Company | H1 2026 | Half Year | 10,503,000 AUD underlying NPAT | Reported |
| Other | Company | H1 2026 | Half Year | -541,845,000 AUD statutory NPAT | Reported |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2025-06-05 | RaisingGrrau Performance Rights | — | 3.6M | — | Completed | Performance rights issued under the employee incentive scheme using the LR7.2 exception.Non-cash employee incentive issue; no exercise price disclosed. |
| 2024-06-13 | RaisingGrrau Performance Rights | — | 2M | — | Completed | Performance rights issued under the employee incentive scheme using the LR7.2 exception.Non-cash employee incentive issue; no exercise price disclosed. |
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 report supplies the disclosed contracts and year-end derivative fair values. Current hedge volumes, strikes, counterparties and maturities were not available in the accessible H1 Appendix; no hedge benefit is assumed live at the cutoff.
Related-party index-linked pellet offtake; Shagang group held about 48% of issued shares in February 2026.
Offtake · Active- Counterparties
- Jiangsu Shagang International Trade Co. Ltd
- Applies to
- Savage River · Iron Ore
- Economic direction
- Mixed
- Period
- Through 2032-03-31; start date not stated
- Key terms
- Contracted pellets: 600,000 dmt/year
Pricing: index-linked with quality differentials
How it affects our valuation
No valuation treatment is available for this arrangement.
Amended Shagang contract transferred 0.4Mtpa for a three-year term to another buyer; pricing and counterparty are not disclosed.
Offtake · Active- Counterparties
- Undisclosed third-party buyer
- Applies to
- Savage River · Iron Ore
- Economic direction
- Mixed
- Period
- 2024-04-01 to 2027-03-31
- Key terms
- Assigned pellets: 400,000 dmt/year
How it affects our valuation
No valuation treatment is available for this arrangement.
Government mining royalties are an operating burden at Savage River and are included in the DCF unit-cost bridge.
Royalty · Active- Counterparties
- Tasmanian government
- Applies to
- Savage River · North Pit Underground · Iron Ore
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- FY2025 royalty expense: 10,030,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
A$1m contingent tenement purchase payment is due only if Southdown starts commercial mining.
Other · Conditional- Counterparties
- MedAire, Inc
- Applies to
- Southdown · Iron Ore
- Economic direction
- Burden
- Period
- From 2003-11-21; no end date stated
- Key terms
- Commercial production payment: 1,000,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
Wembley tenement is subject to a 1% net smelter return royalty if production occurs.
Royalty · Active- Counterparties
- Lac Minerals (Australia) NL
- Applies to
- Legacy exploration joint operations · Gold · Copper
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Net smelter return: 1 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Grange owns a minority 30% Mt Windsor joint venture interest with continuing rehabilitation obligations and no current production.
Joint Venture · Active- Counterparties
- Thalanga Copper Mines Pty Limited
- Applies to
- Legacy exploration joint operations · Copper · Gold
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- Grange interest: 30 %
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
Expanded open-web review adds issuer-disclosed chronologies and qualifications for several executives and resolves selected adverse leads through dated court or regulator materials. Remaining individual career histories, independent credential verification and exhaustive personal adverse checks are incomplete; this is a scoped public-source assessment, not a background clearance.
Decision-relevant facts
Material summary
Weidong Wang
Chief Executive Officer
Role FitAnalyst Inference · Medium materiality
Relevance of current Chief Executive Officer role
The issuer identifies Weidong Wang as Chief Executive Officer. This role is relevant to the company's current mining stage and needs; this is an analyst role-fit inference based on the disclosed title and company profile, not evidence of past personal performance. The reviewed sources do not establish a complete prior-employer chronology, independently verified credentials or full concurrent-interest list.
Responsibility not applicable · This is a role-fit judgment, not an outcome or misconduct finding.
Annual Report to shareholders · Issuer management page, Weidong Wang entry
Company SuccessIssuer Reported · Medium materiality
Grange Resources reported project and corporate progress
The annual report describes continued operation of the Savage River iron ore business and progression of the Southdown pre-feasibility study. These are company outcomes with no individual causal attribution in the reviewed report.
Role overlaps event; causation unproven · The role may overlap the period, but the issuer report does not assign sole or causal credit to this executive.
Annual Report to shareholders · Annual report, Chair/CEO letter and Review of Operations
Evidence gaps · 2
- A complete dated career chronology, verified education/professional membership and full concurrent-interest record were not established.
- Person-specific enforcement, litigation, safety, environmental, legal and governance searches across material former employers remain uncompleted; no clearance conclusion is implied.
Chongtao Xu
Investment Director (former)
GovernanceIssuer Reported · High materiality
Investment Director departure disclosed
Grange’s 2025 Annual Report states that Chongtao Xu resigned on 10 April 2025. The selected company roster dated 31 August 2026 still lists him in the role and is stale on this point.
Individual involvement documented · The company disclosed the resignation; no adverse reason is stated in the reviewed annual report.
Annual Report to shareholders · Directors’ Report, Key Management Personnel table
Evidence gaps · 3
- A complete dated career chronology, verified education/professional membership and full concurrent-interest record were not established.
- Person-specific enforcement, litigation, safety, environmental, legal and governance searches across material former employers remain uncompleted; no clearance conclusion is implied.
- The reason for Mr Xu’s resignation and the identity of any successor Investment Director were not established in the reviewed evidence.
Steven Phan
Chief Financial Officer
Role FitAnalyst Inference · Medium materiality
Relevance of current Chief Financial Officer role
The issuer identifies Steven Phan as Chief Financial Officer. This role is relevant to the company's current mining stage and needs; this is an analyst role-fit inference based on the disclosed title and company profile, not evidence of past personal performance. The reviewed sources do not establish a complete prior-employer chronology, independently verified credentials or full concurrent-interest list.
Responsibility not applicable · This is a role-fit judgment, not an outcome or misconduct finding.
Annual Report to shareholders · Issuer management page, Steven Phan entry
Evidence gaps · 2
- A complete dated career chronology, verified education/professional membership and full concurrent-interest record were not established.
- Person-specific enforcement, litigation, safety, environmental, legal and governance searches across material former employers remain uncompleted; no clearance conclusion is implied.
Ben Maynard
Chief Operating Officer
Role FitAnalyst Inference · Medium materiality
Relevance of current Chief Operating Officer role
The issuer identifies Ben Maynard as Chief Operating Officer. This role is relevant to the company's current mining stage and needs; this is an analyst role-fit inference based on the disclosed title and company profile, not evidence of past personal performance. The reviewed sources do not establish a complete prior-employer chronology, independently verified credentials or full concurrent-interest list.
Responsibility not applicable · This is a role-fit judgment, not an outcome or misconduct finding.
Annual Report to shareholders · Issuer management page, Ben Maynard entry
Evidence gaps · 2
- A complete dated career chronology, verified education/professional membership and full concurrent-interest record were not established.
- Person-specific enforcement, litigation, safety, environmental, legal and governance searches across material former employers remain uncompleted; no clearance conclusion is implied.
Grant Bramich
General Manager Operations
Role FitAnalyst Inference · Medium materiality
Relevance of current General Manager Operations role
The issuer identifies Grant Bramich as General Manager Operations. This role is relevant to the company's current mining stage and needs; this is an analyst role-fit inference based on the disclosed title and company profile, not evidence of past personal performance. The reviewed sources do not establish a complete prior-employer chronology, independently verified credentials or full concurrent-interest list.
Responsibility not applicable · This is a role-fit judgment, not an outcome or misconduct finding.
Annual Report to shareholders · Issuer management page, Grant Bramich entry
Evidence gaps · 2
- A complete dated career chronology, verified education/professional membership and full concurrent-interest record were not established.
- Person-specific enforcement, litigation, safety, environmental, legal and governance searches across material former employers remain uncompleted; no clearance conclusion is implied.
Piers Lewis
Company Secretary
Role FitAnalyst Inference · Medium materiality
Relevance of current Company Secretary role
The issuer identifies Piers Lewis as Company Secretary. This role is relevant to the company's current mining stage and needs; this is an analyst role-fit inference based on the disclosed title and company profile, not evidence of past personal performance. The reviewed sources do not establish a complete prior-employer chronology, independently verified credentials or full concurrent-interest list.
Responsibility not applicable · This is a role-fit judgment, not an outcome or misconduct finding.
Annual Report to shareholders · Issuer management page, Piers Lewis entry
Evidence gaps · 2
- A complete dated career chronology, verified education/professional membership and full concurrent-interest record were not established.
- Person-specific enforcement, litigation, safety, environmental, legal and governance searches across material former employers remain uncompleted; no clearance conclusion is implied.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-02-28
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 47.90% | 554,762,656 | |
| 2 | 3.90% | 45,123,627 | |
| 3 | 1.70% | 19,931,281 | |
| 4 | 1.60% | 18,425,154 | |
| 5 | 1.20% | 13,752,098 | |
| 6 | 1.10% | 12,901,068 | |
| 7 | 1.10% | 12,387,561 | |
| 8 | 1.10% | 12,254,524 | |
| 9 | 0.90% | 10,362,600 | |
| 10 | 0.80% | 9,298,002 | |
| 11 | 0.60% | 7,297,804 | |
| 12 | 0.50% | 6,154,727 | |
| 13 | 0.50% | 5,300,000 | |
| 14 | 0.50% | 5,242,000 | |
| 15 | 0.40% | 5,022,699 | |
| 16 | 0.40% | 4,561,665 | |
| 17 | 0.40% | 4,160,827 | |
| 18 | 0.40% | 4,107,558 | |
| 19 | 0.40% | 4,036,272 | |
| 20 | 0.30% | 3,922,630 |
Other named investors
Issuer-confirmed investors whose existing holding is not quantified in the reviewed disclosure
| Investor | Disclosed holding | Confirmed at |
|---|---|---|
| Not quantified | 2026-04-08 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- The annual report table disclosed no total issued ordinary share count alongside its top-20 table; register.issued_shares is null.
- First Sentier/RQI ceased to be substantial in April 2026, and the precise post-cessation amount was not disclosed. The ranked table is a separate dated registered-account view.
Sources
- Annual Report 2025 — ASX Additional Information
Grange Resources Limited / ASX · Published 2026-04-10 · Accessed 2026-10-09
Twenty largest holders and their disclosed percentages; table subtotal is 65.7%.
PDF p. 36 (printed p. 69), twenty largest ordinary-shareholders table; as at 28 February 2026
- Ceasing to be a substantial holder
Grange Resources Limited / ASX · Published 2026-04-10 · Accessed 2026-10-09
First Sentier Group reported ceasing to be a substantial holder on 8 April 2026; the cessation does not establish zero holdings.
Form 605 pp. 1–3, First Sentier Group and RQI annexures
Disclosed activity
Insider transactions
No transactions were identified in this reviewed view.
Disclosed holding observations4 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 |
|---|---|---|---|---|
| 2026-04-15 | Jiajia Jiang
Details & evidence for Jiajia Jiang on 2026-04-15Parts 1 and 2 of the director notice report Nil; no transaction inferred.
director · 2024-09-25 to 2026-04-15 Final Director's Interest Notice ↗ | FinalDirector relevant interests in securities (reported Nil) | 0 | — |
| 2025-12-30 | Alice Shen
Details & evidence for Alice Shen on 2025-12-30Parts 1 and 2 of the director notice report Nil; no transaction inferred.
director · Start not disclosed to 2025-12-30 Final Director's Interest Notice ↗ | FinalDirector relevant interests in securities (reported Nil) | 0 | — |
| 2024-04-17 | Fong Hoon
Details & evidence for Fong Hoon on 2024-04-17Parts 1 and 2 of the director notice report Nil; no transaction inferred.
director · 2024-04-17 Initial Director's Interest Notice ↗ | InitialDirector relevant interests in securities (reported Nil) | 0 | — |
| 2023-03-01 | Chongtao Xu
Details & evidence for Chongtao Xu on 2023-03-01Parts 1 and 2 of the director notice report Nil; no transaction inferred.
director · 2023-03-01 Initial Director's Interest Notice ↗ | InitialDirector relevant interests in securities (reported Nil) | 0 | — |
The closest covered peers
Peer comparison
Peer comparison pending
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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 inventory21 documents
GRR.AX ordinary share daily close on 25 September 2026Market Data · HighExtracted
Latest eligible local GRR.AX ordinary-share close from repository daily stock prices: A$0.13, volume 1,078,674; market data provider provider.
- Document ID
- market_grr_2026_09_25
- Published UTC
- 2026-09-25T06:00:00Z
- Projects
- —
- Commodities
- —
Appendix 4D - Half Year Ending 30 June 2026Results · HighExtracted
Issuer Appendix 4D: H1 revenue A$230.788m, A$690.7m pre-tax Savage River impairment, A$541.845m statutory loss, no interim dividend, and transition to a smaller sub-level cave plan.
- Document ID
- appendix4d_h1_2026
- Published UTC
- 2026-08-31T07:42:00Z
- Projects
- savage_river · north_pit_underground
- Commodities
- iron_ore
GRR.AX ordinary share daily close on 2026-09-01Market Data · HighExtracted
Local GRR.AX ordinary-share close of A$0.135 on 2026-09-01, volume 353559; retained to test the first session after the after-close H1 release.
- Document ID
- market_grr_2026_09_01
- Published UTC
- 2026-09-01T06:00:00Z
- Projects
- —
- Commodities
- —
GRR.AX ordinary share daily close on 2026-08-31Market Data · HighExtracted
Local GRR.AX ordinary-share close of A$0.135 on 2026-08-31, volume 509066; retained to test the first session after the after-close H1 release.
- Document ID
- market_grr_2026_08_31
- Published UTC
- 2026-08-31T06:00:00Z
- Projects
- —
- Commodities
- —
ASX:GRR daily closing price observationMarket Data · HighExtracted
Morningstar-sourced ASX:GRR price table showing the latest pre-cutoff close in AUD on 7 August 2026.
- Document ID
- market_grr_2026_08_07
- Published UTC
- 2026-08-07T06:00:00Z
- Projects
- —
- Commodities
- —
GRR.AX daily closing price observationMarket Data · HighExtracted
Earlier repository daily_stock_prices feed observation for the GRR.AX fully paid ordinary share in AUD, retained for price-history provenance.
- Document ID
- market_grr_2026_07_31
- Published UTC
- 2026-07-31T06:00:00Z
- Projects
- —
- Commodities
- —
GRR - Quarterly Report for 3 months ended 30 June 2026Results · HighExtracted
Q2 FY2026 operating report covering Savage River production, sales, realized pricing, cash and liquidity, North Pit Underground financing work and Southdown partner search.
- Document ID
- grr_q2_2026
- Published UTC
- 2026-07-28T08:17:46Z
- Projects
- savage_river · north_pit_underground · southdown
- Commodities
- iron_ore
AGM presentationPresentation · MediumExtracted
AGM presentation with 31 March 2026 liquidity, no-debt position, operating economics, North Pit Underground technical work and Southdown resource/funding overview.
- Document ID
- agm_2026
- Published UTC
- 2026-05-12T23:58:53Z
- Projects
- savage_river · north_pit_underground · southdown
- Commodities
- iron_ore
North Pit Underground Development Project UpdateOperations · HighExtracted
Issuer update: lease-extension bill progressed, independent technical review found no fatal flaws, and the major shareholder declined project support at this stage.
- Document ID
- npug_update_2026
- Published UTC
- 2026-05-12T23:49:00Z
- Projects
- savage_river · north_pit_underground
- Commodities
- iron_ore
GRR - Quarterly Report for 3 months ended 31 Mar 2026Results · HighExtracted
Q1 FY2026 operating report with production, realized pricing, C1 cost, cash and ongoing North Pit Underground financing and Southdown partner work.
- Document ID
- grr_q1_2026
- Published UTC
- 2026-04-28T08:54:36Z
- Projects
- savage_river · north_pit_underground · southdown
- Commodities
- iron_ore
Annual Report to shareholdersResults · HighExtracted
FY2025 annual report with audited financial position, operating cash flow, production economics, share register, performance rights and project funding context.
- Document ID
- annual_2025
- Published UTC
- 2026-04-10T08:28:54Z
- Projects
- savage_river · north_pit_underground · southdown
- Commodities
- iron_ore
Savage River Mineral Resources and Ore Reserves UpdateResource Update · HighExtracted
Current Savage River resource and reserve statement as at 31 December 2025, including North Pit Underground reserve, depletion and tenement status.
- Document ID
- savage_rr_2026
- Published UTC
- 2026-04-01T22:58:27Z
- Projects
- savage_river · north_pit_underground
- Commodities
- iron_ore
GRR - Quarterly Report for 3 months ended 31 Dec 2025Results · MediumExtracted
Q4 FY2025 quarterly report and full-year operating update with production, sales, price and liquidity metrics.
- Document ID
- grr_q4_2025
- Published UTC
- 2026-01-27T21:17:02Z
- Projects
- savage_river
- Commodities
- iron_ore
GRR - Quarterly Report for 3 months ended 30 Sept 2025Results · MediumExtracted
Q3 FY2025 operating report with Savage River production, sales, realized price, C1 cost and liquidity metrics.
- Document ID
- grr_q3_2025
- Published UTC
- 2025-10-27T21:22:09Z
- Projects
- savage_river
- Commodities
- iron_ore
Half Yearly Report and AccountsResults · MediumExtracted
1H FY2025 financial report with revenue, profit, cash, inventories, mine properties and operating metrics.
- Document ID
- half_year_2025
- Published UTC
- 2025-08-28T02:07:49Z
- Projects
- savage_river
- Commodities
- iron_ore
Notification regarding unquoted securities - GRRCorporate Action · MediumExtracted
Appendix 3G confirming issue of GRRAU performance rights under the employee incentive scheme and the resulting unquoted security count.
- Document ID
- rights_2025
- Published UTC
- 2025-06-05T08:32:50Z
- Projects
- —
- Commodities
- —
Southdown PFS Results and Resource & Reserve StatementStudy · HighExtracted
Southdown feasibility update and resource/reserve statement: 100% ownership, 5Mtpa concentrate case, large resource, material capex and unresolved funding and approvals.
- Document ID
- southdown_fs_2025
- Published UTC
- 2025-04-14T06:54:30Z
- Projects
- southdown
- Commodities
- iron_ore
Savage River Mineral Resources and Ore Reserves UpdateResource Update · MediumExtracted
Superseded Savage River resource and reserve statement retained for historical reconciliation; current ledger uses the April 2026 update.
- Document ID
- savage_rr_2025
- Published UTC
- 2025-03-30T22:41:48Z
- Projects
- savage_river · north_pit_underground
- Commodities
- iron_ore
Notification regarding unquoted securities - GRRCorporate Action · MediumExtracted
Appendix 3G confirming the 2024 issue of GRRAU performance rights and the ordinary share count.
- Document ID
- rights_2024
- Published UTC
- 2024-06-13T08:33:34Z
- Projects
- —
- Commodities
- —
Underground DFS shows value uplift and long-life mineStudy · HighExtracted
2024 North Pit Underground DFS with integrated Savage River value, mine life, reserve, cost and capital metrics; current valuation treats it as unfunded and execution-dependent.
- Document ID
- npug_dfs_2024
- Published UTC
- 2024-02-27T22:23:04Z
- Projects
- north_pit_underground
- Commodities
- iron_ore
Savage River Mineral Resources and Ore Reserves UpdateResource Update · LowExtracted
Historical Savage River resource and reserve statement retained as a superseded source; the current 2026 resource update is selected for valuation.
- Document ID
- savage_rr_2024
- Published UTC
- 2024-02-27T22:20:19Z
- Projects
- savage_river
- Commodities
- iron_ore
Evidence facts112
586906 t
2026-06-30590883 t
2026-06-3034.9 %
2026-06-30625727 dmt
2026-06-30160.3 AUD/dmt
2026-06-30157.69 AUD/t
2026-06-30267900000 AUD
2026-06-30technically robust with no fatal flaws; optimisation and funding work continued None
2026-06-30equity investor search ongoing None
2026-06-30284000000 AUD
2026-03-310 AUD
2026-03-310.185 AUD/share
2026-05-131257 Mt
2024-12-31464 Mt
2025-12-31607436 t
2026-03-31554829 t
2026-03-31555440 dmt
2026-03-31182.61 AUD/dmt
2026-03-31136.56 AUD/t
2026-03-319400000 AUD
2026-03-31284130000 AUD
2026-03-31477854000 AUD
2025-12-3146600000 AUD
2025-12-31132514000 AUD
2025-12-31275150000 AUD
2025-12-311157338698 shares
2026-02-287385995 rights
2026-02-28149369000 AUD
2025-12-31False None
2026-02-28targeted for 2028 subject to final investment decision and funding None
2025-12-31117 USD/dmt
2025-12-31119500000 AUD
2025-12-31Weidong Wang; Chongtao Xu; Steven Phan; Ben Maynard; Grant Bramich; Piers Lewis None
2026-02-26600000 dmt/year
2026-02-26400000 dmt/year
2026-02-26145695350 AUD
2025-12-3110030000 AUD
2025-12-311000000 AUD
2025-12-311 %
2025-12-3130 %
2025-12-314706000 AUD
2025-12-31464.2 Mt
2025-12-3196.3 Mt
2025-12-3160.6 Mt
2025-12-31224.7 Mt
2025-12-313.6 Mt
2025-12-313.8 Mt
2025-12-3195-97% DTR and pellets above 65% Fe None
2025-12-312030-06-18 None
2025-12-312221357 t
2025-12-312210227 t
2025-12-312300670 dmt
2025-12-31189.44 AUD/dmt
2025-12-31275150000 AUD
2025-12-31583490 t
2025-09-30591179 dmt
2025-09-30203.72 AUD/dmt
2025-09-30163.37 AUD/t
2025-09-30272760000 AUD
2025-09-30206426000 AUD
2025-06-3013767000 AUD
2025-06-30113171000 AUD
2025-06-30221844000 AUD
2025-06-3041366000 AUD
2025-06-30178.63 AUD/dmt
2025-06-303560318 rights
2025-06-051157338698 shares
2025-06-057678616 rights
2025-06-051257 Mt
2024-12-31412 Mt
2024-12-315 Mtpa
2025-04-1428 years
2025-04-14877000000 AUD
2025-04-1414.8 %
2025-04-142339000000 AUD
2025-04-14117.1 AUD/t concentrate
2025-04-14175 AUD/t
2025-04-14equity partner search and revised environmental approvals remain pending None
2025-04-14467.8 Mt
2024-12-31100.1 Mt
2024-12-312036885 rights
2024-06-131157338698 shares
2024-06-13775000000 AUD
2024-02-2834 %
2024-02-28891000000 AUD
2024-02-2893.8 AUD/t concentrate
2024-02-28no fatal flaws identified None
2024-02-28True None
2023-12-310.14 AUD/share
2026-07-311883429 shares
2026-07-31GRR.AX ordinary fully paid share None
2026-07-310.135 AUD/share
2026-08-071097970 shares
2026-08-07ASX:GRR ordinary fully paid share None
2026-08-07no fatal technical, operational or permitting flaws None
2026-05-13will not provide financial support at this stage None
2026-05-13passed both Tasmanian houses; final reading and Royal Assent pending None
2026-05-13230788000 AUD
2026-06-3010503000 AUD
2026-06-30-541845000 AUD
2026-06-30690700000 AUD
2026-06-30552348000 AUD
2026-06-300.49 AUD/share
2026-06-300 AUD/share
2026-06-30smaller sub-level cave rather than block cave development; lower forecast iron ore prices None
2026-06-300.13 AUD/share
2026-09-251078674 shares
2026-09-25one ASX GRR ordinary share None
2026-09-250.135 AUD/share
2026-08-31509066 shares
2026-08-310.135 AUD/share
2026-09-01353559 shares
2026-09-01