OREMAVEN
XMM 7,722.00 -2.63% YTD +5.6% OM ASX 450.55 -2.56% YTD +0.1% OM PRECIOUS 349.20 -2.24% YTD +2.5% OM EX-PREC 418.91 -2.72% YTD -1.1% XAU 4,115.59 +2.31% YTD -4.9% GLD 375.49 +0.81% YTD -5.2% GDX 85.75 +1.37% YTD -0.0% SIL 77.33 -1.00% YTD -7.3% COPX 70.23 -5.81% YTD -1.8% URNM 40.07 -2.79% YTD -27.0%
2026-11-06
◂ Monitor IG6 ASX

International Graphite Limited

Construction · Graphite · Australia · Italy · Germany Rating locked: sign in to view v8 · ig6-20261009t164914-first-fill
Last 2026-11-06
A$0.035
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$11M
EV
A$7.4M
Cash
A$2.7M
Debt
A$1.4M
3 newer ASX announcements not yet reflected in this valuation

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 code
Chronological evidenceSource-document inventory14 documents
IG6 ASX ordinary-share closing priceMarket Data · HighExtracted

Latest eligible local ASX close returned by miners.reference_price: 25 September 2026 raw close A$0.037, volume 1,183,105, AUD ordinary share; source provider market data provider via miners.collect_stock_prices.

Document ID
price_sep_2026
Published UTC
2026-09-25T06:00:00Z
Projects
—
Commodities
—
Open original source ↗
Construction finance secured for CollieFinancing · HighExtracted

Issuer ASX announcement of executed NAB secured business markets loan and overdraft facilities totalling approximately A$1.5m; loan draw and facility split are undisclosed.

Document ID
collie_finance_sep_2026
Published UTC
2026-09-24T00:00:00Z
Projects
collie
Commodities
graphite
Open original source ↗
High-value Collie product capabilityGuidance · HighPartial

Syndicated reproduction of the issuer release describes a spot-price, 12-month earnings snapshot, not a financial forecast.

Document ID
aug_products_2026
Published UTC
2026-08-24T23:26:00Z
Projects
collie
Commodities
graphite
Open original source ↗
A$4.4m placement completedFinancing · HighPartial

Syndicated issuer placement completion account; Tranche 2 was allotted on 20 August, completing the announced A$4.4m raise.

Document ID
placement_aug_2026
Published UTC
2026-08-20T22:02:00Z
Projects
—
Commodities
—
Open original source ↗
Quarterly activities and Appendix 5B to 30 June 2026Results · HighExtracted

Issuer quarterly report mirrors the ASX filing and gives June cash, financing, project status, resource and commercial arrangements.

Document ID
quarter_jun_2026
Published UTC
2026-07-30T01:22:00Z
Projects
collie · porto · springdale · arctic
Commodities
graphite
Open original source ↗
Collie construction contractOperations · HighPartial

Prosser Built was awarded the Collie process-building contract, within the budgeted staged capital estimate.

Document ID
collie_contract_2026
Published UTC
2026-06-29T00:00:00Z
Projects
collie
Commodities
graphite
Open original source ↗
Wogen heads of terms for sales and feedstockEconomic Arrangement · HighPartial

Non-binding heads of terms for Wogen sales, feedstock sourcing and marketing support.

Document ID
wogen_jun_2026
Published UTC
2026-06-24T22:39:00Z
Projects
collie
Commodities
graphite
Open original source ↗
Alkeemia / IG6 technical and financial evaluationStudy · HighPartial

Issuer evaluation gives IG6 attributable 12-month operating snapshot; explicitly not a financial forecast.

Document ID
eval_jun_2026
Published UTC
2026-06-17T00:00:00Z
Projects
porto
Commodities
graphite
Open original source ↗
Binding Alkeemia JV and shareholders agreementEconomic Arrangement · HighPartial

Binding Porto Marghera processing JV; Alkeemia owns 51%, IG6 49%, profits shared equally, with IG6 funding initial development.

Document ID
jv_may_2026
Published UTC
2026-05-26T23:51:00Z
Projects
porto
Commodities
graphite
Open original source ↗
Interim financial report to 31 December 2025Results · HighPartial

Half-year filing identifies executive roster, cash and processing strategy.

Document ID
half_2025
Published UTC
2026-03-13T00:00:00Z
Projects
collie · porto · springdale
Commodities
graphite
Open original source ↗
FY2025 annual reportResults · HighPartial

FY2025 baseline for issuer, leadership and mine-to-market strategy; later releases update capital and arrangements.

Document ID
annual_2025
Published UTC
2025-10-13T00:00:00Z
Projects
collie · springdale · arctic
Commodities
graphite
Open original source ↗
Arctic Graphite cooperation agreementEconomic Arrangement · HighPartial

Cooperation agreement to form 50/50 expandable graphite JV subject to further project decisions.

Document ID
arctic_jul_2025
Published UTC
2025-07-28T00:00:00Z
Projects
arctic
Commodities
graphite
Open original source ↗
Collie micronising FEED resultsStudy · HighPartial

FEED supports staged Collie micronising capacity and capital estimate.

Document ID
collie_feed_2025
Published UTC
2025-03-20T00:00:00Z
Projects
collie
Commodities
graphite
Open original source ↗
Springdale mineral resource updateResource Update · HighPartial

Source of the 49.3 Mt total graphite mineral resource subsequently reaffirmed in the June 2026 quarterly.

Document ID
resource_2023
Published UTC
2023-09-12T00:00:00Z
Projects
springdale
Commodities
graphite
Open original source ↗
Evidence facts75
annual_ceoManaging Director and CEO

Andrew Worland None

2025-10-13
annual_ctoTechnical Director

David Pass None

2025-10-13
annual_secretaryCompany Secretary

Robert Hodby None

2025-10-13
annual_strategy2027 two processing plants aspiration

10000 t/y

2025-10-13
annual_cash_2025Cash and cash equivalents at 30 June 2025

1080708 AUD

2025-06-30
annual_restricted_cash_2025Grant-restricted component of reported cash

629942 AUD

2025-06-30
annual_collie_feed_npvCollie FEED pre-tax NPV10, 20-year model

25800000 AUD

2025-03-20
annual_battery_limits_feesFY2025 Battery Limits professional-service fees

847337 AUD

2025-06-30
annual_comet_repaymentComet loan and convertible loan fully settled after year end

1125000 AUD

2025-07-31
half_cashCash and cash equivalents

1438955 AUD

2025-12-31
half_lossHalf-year operating loss

1820168 AUD

2025-12-31
half_adanExecutive Director

Aidan Nania None

2026-01-13
half_plantCollie initial design capacity

4000 t/y

2025-12-31
half_battery_limits_feesH1 FY2026 Battery Limits professional-service fees

273814 AUD

2025-12-31
half_performance_rightsPerformance rights outstanding at 31 December 2025

19000000 rights

2025-12-31
q_cashCash at quarter end

2712000 AUD

2026-06-30
q_debtDrawn financing facilities

1400000 AUD

2026-06-30
q_undrawnUndrawn financing facilities

2600000 AUD

2026-06-30
q_grantsUndrawn government grant funding

7600000 AUD

2026-06-30
q_sharesOrdinary shares on issue

256658435 shares

2026-06-30
q_existing_optionsOptions on issue

18000000 options

2026-06-30
q_future_sharesTranche 2 shares proposed

58816313 shares

2026-06-30
q_option_issueOptions to be issued

62500000 options

2026-06-30
q_resourceSpringdale resource at 2% TGC cutoff

49.3 Mt

2026-06-30
q_collie_grantCollie grant remaining

2800000 AUD

2026-06-30
q_collie_permitCollie building permit

True None

2026-06-30
q_jv_profitIG6 JV profit share

50 %

2026-06-30
q_arcticArctic cooperation in feasibility phase

True None

2026-06-30
q_tollAlkeemia non-binding tolling LOI

True None

2026-06-30
q_fidPorto FID target Q3 2026

Q3 2026 None

2026-06-30
q_battery_limits_feesJune-quarter Battery Limits consultancy fees

124621 AUD

2026-06-30
q_march_cashCash at prior quarter end

1096000 AUD

2026-03-31
jv_ownershipIG6 JV ownership

49 %

2026-05-27
jv_profitIG6 profit share

50 %

2026-05-27
jv_capacityInitial processing capacity

10000 t/y

2026-05-27
eval_capexIG6 initial capital contribution

12000000 AUD

2026-06-17
eval_prodJV design production

10500 t/y

2026-06-17
eval_revenueIG6 attributable snapshot revenue

20100000 AUD/y

2026-06-17
eval_ebitdaIG6 attributable snapshot EBITDA

12200000 AUD/y

2026-06-17
eval_fidFID target

Q3 2026 None

2026-06-17
eval_firstprodFirst production target

H2 2027 None

2026-06-17
wogen_offtakeIndicative minimum micronised graphite purchase

3000 t/y

2026-06-25
wogen_feedstockIndicative maximum feedstock sourcing

10000 t/y

2026-06-25
wogen_nonbindAgreement is non-binding

True None

2026-06-25
arctic_shareProposed IG6 JV ownership

50 %

2025-07-28
arctic_outputProposed expandable graphite capacity

3000 t/y

2025-07-28
arctic_capexProposed facility capital cost

5000000 EUR

2025-07-28
arctic_gip_sharesConditional GIP parent-company interest after project deliverables and shareholder approval

12.5 %

2025-07-28
arctic_gip_fundingMinimum project capital funding to be arranged by GIP

50 %

2025-07-28
resource_totalTotal mineral resource 2% cutoff

49.3 Mt

2023-09-12
resource_gradeTotal mineral resource grade

6.5 % TGC

2023-09-12
feed_stage1Stage 1 capital cost

6300000 AUD

2025-03-20
feed_stage2Stage 2 incremental capital cost

1700000 AUD

2025-03-20
feed_capacityStage 2 target capacity

7500 t/y

2025-03-20
contract_stage1Stage 1 budgeted capital cost

6300000 AUD

2026-06-29
contract_stage2Stage 2 incremental capital cost

1700000 AUD

2026-06-29
contract_scheduleFull staged development targeted completion

Q2 2027 None

2026-06-29
placement_t2Tranche 2 ordinary shares allotted

58816313 shares

2026-08-20
placement_t2_cashTranche 2 gross proceeds

2352652.52 AUD

2026-08-20
placement_optionsNew placement options

55000000 options

2026-08-20
placement_strikeOption exercise price

0.08 AUD/share

2026-08-20
aug_revenue_lowCollie snapshot annual revenue low

26000000 AUD/y

2026-08-25
aug_revenue_highCollie snapshot annual revenue high

32400000 AUD/y

2026-08-25
aug_ebitda_lowCollie snapshot annual EBITDA low

11100000 AUD/y

2026-08-25
aug_ebitda_highCollie snapshot annual EBITDA high

14200000 AUD/y

2026-08-25
aug_prod_lowCollie product output low

4300 t/y

2026-08-25
aug_prod_highCollie product output high

6400 t/y

2026-08-25
aug_commissionCollie commissioning target

mid-2027 None

2026-08-25
nab_facilitiesExecuted NAB loan and overdraft facility total

1500000 AUD

2026-09-24
nab_initial_termBusiness markets loan initial term

2 years

2026-09-24
nab_amortizationAmortising loan term after initial period

13 years

2026-09-24
nab_capitalized_interestInterest capitalised during initial term

True None

2026-09-24
nab_build_targetCollie production-building completion target

Q2 2027 None

2026-09-24
price_closeIG6 ordinary-share raw close

0.037 AUD/share

2026-09-25
price_volumeIG6 traded volume

1183105 shares

2026-09-25