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2026-11-06
◂ Monitor ILT ASX

Iltani Resources Limited

Resource Stage · Silver · Zinc · Lead · Others · Australia Rating locked: sign in to view v8 · ilt-20261009t164928-first-fill
Last 2026-11-06
A$0.34
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$27.1M
EV
A$19.6M
Cash
A$7.5M
Debt
A$0
6 newer ASX announcements not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory11 documents
Local ASX ILT daily closeMarket Data · HighExtracted

ILT local daily closes through 25 September 2026, including preceding sessions around material announcements; market data provider collection provider.

Document ID
price_local
Published UTC
2026-09-25T06:00:00Z
Projects
—
Commodities
—
Open original source ↗
Herberton regional exploration updateResults · HighExtracted

Latest release: Union Jack and Boonmoo assays, Isabel plans, and Orient 110-hole program progress.

Document ID
regional_sep25
Published UTC
2026-09-24T23:13:00Z
Projects
herberton_regional
Commodities
silver · zinc · lead · others · copper · gold · tin
Open original source ↗
Orient West infill drilling assaysResults · HighExtracted

Sixteen Orient West RC-hole assay results strengthen infill continuity; Q4 MRE and early-2027 scoping remain targets.

Document ID
orient_west_sep21
Published UTC
2026-09-20T22:56:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
September 2026 investor presentationPresentation · HighExtracted

Presentation updates securities, drilling record, planned resource, metallurgy and scoping milestones.

Document ID
presentation_sep10
Published UTC
2026-09-10T02:01:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
Orient East, West and Vein One drillingResults · HighExtracted

Nine RC-hole assays indicate potential resource extensions, without a revised JORC estimate.

Document ID
orient_expansion_sep07
Published UTC
2026-09-06T23:36:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
Orient Link Zone extension drillingResults · HighExtracted

Link Zone intercepts outside the existing resource support extension potential, pending resource conversion.

Document ID
link_zone_sep04
Published UTC
2026-09-03T22:57:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
June 2026 Quarterly Activities and Cash Flow ReportResults · HighExtracted

Quarterly confirms A$7.515m cash, 79.724m shares and 6.7 quarters reported funding runway.

Document ID
quarter2026
Published UTC
2026-07-28T23:37:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
Blue Ocean Equities Iltani Alpha Note: Hi-Yo Silver Away!Other · MediumExtracted

Dated 3 December 2025 broker note. Its A$382m illustrative NPV relies on assumed 2.5Mtpa plant, low strip ratio and estimated unit costs; firm discloses potential investment-banking conflict. Publication time not verified, so timestamp is a date-only placeholder and event is excluded from price markers.

Document ID
blue_ocean_dec2025
Published UTC
2025-12-03T00:00:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
Maiden Orient East and combined Orient Mineral ResourceResource Update · HighExtracted

Combined Orient Indicated and Inferred resource; exploration target remains separate.

Document ID
orient_mre
Published UTC
2025-10-29T22:59:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
QIC Critical Minerals and Battery Technology Fund investmentEconomic Arrangement · HighExtracted

A$6m royalty investment and A$2m equity investment; royalty secured over Herberton tenements.

Document ID
qic_royalty
Published UTC
2025-10-14T22:36:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
Iltani Resources 2025 Annual ReportResults · HighExtracted

FY2025 audited baseline, leadership and exploration-stage risks.

Document ID
annual2025
Published UTC
2025-09-30T07:06:00Z
Projects
herberton_orient
Commodities
silver · zinc · lead · others
Open original source ↗
Evidence facts49
annual_cashCash and cash equivalents

3366160 AUD

2025-06-30
annual_mdManaging Director

Donald Garner None

2025-09-30
annual_secretaryCompany Secretary

Justin Mouchacca None

2025-09-30
fy25_lossFY2025 net loss

1186911 AUD

2025-06-30
qic_royalty_cashRoyalty investment cash consideration

6000000 AUD

2025-10-15
qic_royalty_rateGross revenue royalty before 2031 production

2 %

2025-10-15
qic_royalty_lateGross revenue royalty if later production

2.5 %

2025-10-15
qic_equity_sharesQIC conditional equity subscription

5405405 shares

2025-10-15
qic_equity_priceQIC conditional equity issue price

0.37 AUD/share

2025-10-15
orient_tonnesOrient Mineral Resource at 30 g/t AgEq cutoff

62.5 Mt

2025-10-30
orient_gradeOrient AgEq grade at 30 g/t cutoff

81.5 g/t AgEq

2025-10-30
orient_ageqContained silver equivalent

163.8 Moz AgEq

2025-10-30
quarter_cashCash and cash equivalents

7515000 AUD

2026-06-30
quarter_sharesOrdinary shares on issue

79724380 shares

2026-06-30
quarter_runwayEstimated funding runway

6.7 quarters

2026-06-30
quarter_drillOrient drillholes completed

67 holes

2026-06-30
quarter_cash_priorMarch 2026 quarter-end cash

8139000 AUD

2026-03-31
quarter_exploration_spendJune-quarter exploration and evaluation cash outflow

1051000 AUD

2026-06-30
quarter_relevant_outgoingsJune-quarter relevant cash outgoings

1126000 AUD

2026-06-30
fy26_exploration_spendFY2026 exploration and evaluation cash outflow

4301000 AUD

2026-06-30
price_closeRaw ordinary-share close

0.45 AUD/share

2026-09-25
price_volumeShare volume

25186 shares

2026-09-25
price_close_sep24Prior session raw close

0.45 AUD/share

2026-09-24
price_close_sep18Close before 21 September release

0.5 AUD/share

2026-09-18
price_close_sep21Close after 21 September release

0.49 AUD/share

2026-09-21
link_orr190ORR190 Link Zone intercept

13m at 334 g/t AgEq from 141m None

2026-09-04
link_outsideLink Zone intercepts outside current Mineral Resource

240m strike defined; additional 400m untested None

2026-09-04
exp_orr182ORR182 Orient East intercept

71m at 81 g/t AgEq from 133m None

2026-09-07
exp_vein_oneVein One intercept outside resource

24m at 68 g/t AgEq from 106m None

2026-09-07
pres_optionsUnlisted options

14600000 options

2026-09-10
pres_sharesShares in issue

79700000 shares, rounded

2026-09-10
pres_mreUpdated Orient MRE target

Q4 2026 None

2026-09-10
pres_metalMetallurgical test work target

end 2026 None

2026-09-10
pres_scopingOrient scoping study target

early 2027 None

2026-09-10
pres_raisedCapital raised since IPO

18700000 AUD before costs

2026-09-10
pres_drillingCumulative drilling since IPO

239 RC and 12 diamond holes None

2026-09-10
pres_indium_tonnesOrient contained indium

725 tonnes

2025-10-30
pres_silver_ouncesOrient contained silver

46 Moz

2025-10-30
pres_roster_explorationExploration Manager

Erik Norum None

2026-09-10
west_orr210ORR210 Orient West intercept

19m at 343 g/t AgEq from 114m None

2026-09-21
west_orr208ORR208 Orient West intercept

10m at 308 g/t AgEq from 66m None

2026-09-21
west_programOrient initial program

110 holes, expected completion September 2026 None

2026-09-21
reg_unionUnion Jack assay

4m at 5.5 g/t Ag and 0.30% Cu from 166m None

2026-09-25
reg_boonmooBoonmoo epithermal drilling

No material results None

2026-09-25
reg_isabelIsabel diamond drilling

10 holes, 1800m, planned within a week None

2026-09-25
reg_orientOrient program progress

103rd of 110 holes being drilled None

2026-09-25
broker_throughputBroker illustrative processing throughput

2.5 Mtpa

2025-12-03
broker_npvBroker illustrative simple project NPV

382000000 AUD

2025-12-03
broker_conflictBroker business relationship disclosure

Blue Ocean Equities does, and seeks to do, business with covered companies None

2025-12-03