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 JGH ASX

Jade Gas Holdings Limited

Resource Stage · Others · Mongolia Rating locked: sign in to view v6.2
Last 2026-11-06
A$0.065
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$144.1M
EV
A$143M
Cash
A$11.3M
Debt
A$10.2M
2 newer ASX announcements not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory25 documents
JGH local historical closing price observationMarket Data · HighExtracted

Latest eligible local ordinary-share close selected from repository market database.

Document ID
market-price-2026-09-25
Published UTC
2026-09-25T06:10:00Z
Projects
—
Commodities
—
Open original source ↗
Jade Targets Deeper Gas PotentialOperations · MediumExtracted

Accessible republication of Jade announcement: 2D and 3D seismic planned to rank deeper TTCBM targets; no discovery, resource, timeline or commercial terms established.

Document ID
deeper-gas-2026-09-21
Published UTC
2026-09-20T22:55:00Z
Projects
ttcbm
Commodities
others
Open original source ↗
Half Yearly Report and Accounts - 30 June 2026Results · HighMetadata Only

ASX half-year filing metadata found; full 28-page report unavailable in accessible sources, so June 5B is the latest extracted cash and facilities source.

Document ID
half-year-2026-06
Published UTC
2026-08-31T05:33:00Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
Tribeca Future Facing Symposium presentationPresentation · MediumMetadata Only

ASX release metadata found, but presentation contents could not be accessed; no facts extracted.

Document ID
tribeca-presentation-2026-08-25
Published UTC
2026-08-24T22:04:00Z
Projects
ttcbm
Commodities
others
Open original source ↗
PDO submitted and production licence area agreedPermitting · HighExtracted

Accessible republication of Jade announcement: PDO lodged with MRC; 502 km2 production area agreed, but PDO approval and licence grant remain outstanding.

Document ID
pdo-submission-2026-08-24
Published UTC
2026-08-23T22:15:00Z
Projects
ttcbm
Commodities
others
Open original source ↗
Notification regarding unquoted securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
unquoted-2026-08-04
Published UTC
2026-08-04T03:38:54Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - JGHFinancing · HighExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
quotation-2026-08-04
Published UTC
2026-08-04T02:50:09Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities Report & Appendix 5BOperations · HighExtracted

Issuer operations, financial and project update reviewed for the evidence ledger.

Document ID
quarterly-2026-06
Published UTC
2026-07-30T23:38:09Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
Application for quotation of securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
quotation-2026-07-21
Published UTC
2026-07-21T05:11:24Z
Projects
—
Commodities
—
Open original source ↗
Proposed issue of securities - JGHFinancing · HighExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
placement-proposal-2026-07-20
Published UTC
2026-07-20T02:26:09Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
quotation-2026-06-29
Published UTC
2026-06-29T04:22:31Z
Projects
—
Commodities
—
Open original source ↗
Notification regarding unquoted securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
unquoted-2026-06-16
Published UTC
2026-06-16T06:41:02Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
quotation-2026-06-16
Published UTC
2026-06-16T01:21:30Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
quotation-2026-06-09
Published UTC
2026-06-09T04:17:23Z
Projects
—
Commodities
—
Open original source ↗
Proposed issue of securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
placement-proposal-2026-06-05
Published UTC
2026-06-04T22:26:23Z
Projects
—
Commodities
—
Open original source ↗
Notification regarding unquoted securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
unquoted-2026-06-02
Published UTC
2026-06-02T05:04:33Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
quotation-2026-06-02
Published UTC
2026-06-02T04:57:13Z
Projects
—
Commodities
—
Open original source ↗
Notification of cessation of securities - JGHFinancing · LowExtracted

ASX capital-structure filing reviewed for issued and potentially dilutive securities.

Document ID
securities-cessation-2026-05-01
Published UTC
2026-05-01T07:06:17Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities Report & Appendix 5BOperations · MediumExtracted

Issuer operations, financial and project update reviewed for the evidence ledger.

Document ID
quarterly-2026-03
Published UTC
2026-04-29T22:25:00Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
Corporate Presentation - April 2026Presentation · MediumExtracted

Issuer operations, financial and project update reviewed for the evidence ledger.

Document ID
presentation-2026-04
Published UTC
2026-04-23T00:04:02Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
Evolution Capital JGH Research UpdateOther · HighExtracted

Third-party DCF and SOTP research used as a dated valuation calibration, not as issuer guidance.

Document ID
evolution-research-2026-04-13
Published UTC
2026-04-12T23:30:00Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
Annual Report - 31 December 2025Results · MediumExtracted

Issuer operations, financial and project update reviewed for the evidence ledger.

Document ID
annual-report-2025
Published UTC
2026-03-30T07:40:04Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
Quarterly Activities Report & Appendix 5BOperations · MediumExtracted

Issuer operations, financial and project update reviewed for the evidence ledger.

Document ID
quarterly-2025-12
Published UTC
2026-01-29T21:34:39Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
Quarterly Activities Report & Appendix 5BOperations · MediumExtracted

Issuer operations, financial and project update reviewed for the evidence ledger.

Document ID
quarterly-2025-09
Published UTC
2025-10-30T22:43:23Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
30 June 2025 Half-Year Report and AccountsResults · MediumExtracted

Issuer operations, financial and project update reviewed for the evidence ledger.

Document ID
half-year-2025-06
Published UTC
2025-09-09T08:00:00Z
Projects
ttcbm · bng
Commodities
others
Open original source ↗
Evidence facts67
shares-unquoted-aug4Ordinary shares shown before concurrent placement quotation

2125843687 shares

2026-08-04
performance-rights-notif-aug4Performance rights after issue of advisory rights

87250000 rights

2026-08-04
shares-aug4-2026Ordinary shares following quotation

2217510355 shares

2026-08-04
options-053-aug4Options expiring 23 October 2028 at A$0.053

127500000 options

2026-08-04
options-050-aug4Options expiring 12 December 2027 at A$0.05

14500000 options

2026-08-04
performance-rights-app-aug4Performance rights shown in quotation application

67250000 rights

2026-08-04
options-075-aug4Options expiring 2 June 2030 at A$0.075

25000000 options

2026-08-04
options-120-aug4Options expiring 16 June 2030 at A$0.12

37500000 options

2026-08-04
cash-jun-2026Cash and cash equivalents

11340000 AUD

2026-06-30
debt-drawn-jun-2026Drawn financing facilities

10178000 AUD

2026-06-30
facilities-undrawn-jun-2026Unused financing facilities

4292000 AUD

2026-06-30
runway-jun-2026Estimated quarters of funding

8.3 quarters

2026-06-30
ttcbm-2p-grossTTCBM Red Lake gross 2P recoverable gas

316 million Sm3

2026-02-01
ttcbm-2p-netTTCBM Red Lake net 2P recoverable gas

165 million Sm3

2026-02-01
ttcbm-2c-grossTTCBM Red Lake gross 2C contingent gas

5413 million Sm3

2026-02-01
ttcbm-2c-netTTCBM Red Lake net 2C contingent gas

3248 million Sm3

2026-02-01
ttcbm-2u-grossTTCBM Vista and Brownhill gross 2U prospective gas

5567 million Sm3

2026-02-01
phase1-capexProposed Phase 1 development capital

1100000000 AUD

2026-07-20
phase1-wellsProposed Phase 1 wells

175 wells

2026-07-20
ptbel-cost-recovery-sharePTBEL share of gas sale proceeds during cost recovery

80 %

2026-07-20
jade-post-recovery-shareJade share of profits after cost recovery

70 %

2026-07-20
newport-resignationCEO and MD resignation

Christopher Newport resigned effective 5 May 2026; no replacement named in quarterly None

2026-05-05
wang-executive-transitionIan Wang executive transition

Dr Ian Wang transitioned from non-executive to Executive Director subsequent to 30 June None

2026-07-31
ptbel-nonbindingPTBEL collaboration binding status

Non-binding; definitive agreements targeted end September 2026 with possible 30-day extension None

2026-07-20
director-loan-drawnJoseph Burke loan drawn

832000 AUD

2026-06-30
ubm-note-drawnUB Metan convertible note drawn

9346000 AUD

2026-06-30
ttcbm-permit-area-julTTCBM broader PSA permit area in July release

665 km2

2026-07-20
shares-jul21-2026Ordinary shares following performance-right and option conversions

2125843687 shares

2026-07-21
performance-rights-jul21-2026Performance rights remaining

67250000 rights

2026-07-21
placement-jul-2026-proposedPlacement shares proposed

91666668 shares

2026-07-20
placement-jul-2026-pricePlacement issue price

0.12 AUD/share

2026-07-20
shares-jun29-2026Ordinary shares following quotation

2064843687 shares

2026-06-29
shares-jun16-2026Ordinary shares following quotation

2063843687 shares

2026-06-16
placement-jun-2026-issuedPlacement shares issued

150000000 shares

2026-06-16
placement-jun-2026-proposedPlacement shares proposed

150000000 shares

2026-06-05
placement-jun-2026-pricePlacement issue price

0.08 AUD/share

2026-06-05
shares-jun2-2026Ordinary shares following quotation

1913343687 shares

2026-06-02
gas-produced-mar-2026Quarterly pilot gas produced

45589 m3

2026-03-31
gas-daily-mar-2026Average daily pilot gas production

1567 m3/day

2026-03-31
cash-mar-2026Cash at bank

597000 AUD

2026-03-31
ttcbm-2c-apr-2026TTCBM gross unrisked 2C contingent resource

246 Bcf

2026-04-23
shares-dec-2025Fully paid ordinary shares

1839177020 shares

2025-12-31
cash-dec-2025-annualCash and cash equivalents

1814279 AUD

2025-12-31
borrowings-dec-2025Borrowings outstanding

10699374 AUD

2025-12-31
jgh-executive-dec25Executive and secretary roster

Christopher Newport MD and CEO; Joseph Burke Executive Director; Aaron Bertolatti Company Secretary None

2025-12-31
ttcbm-ownership-fundingTTCBM ownership and funding obligation

Jade owns 60% of MGR and funds 100% of costs to DFS; thereafter pro rata funding None

2025-12-31
bng-ownership-fundingBNG ownership and funding obligation

Jade owns 66% of BNG and funds exploration costs to DFS; thereafter pro rata None

2025-12-31
ubm-lng-supply-shareConditional UB Metan minimum LNG offtake share

20 %

2025-12-31
ubm-lng-termUB Metan initial supply term

5 years from supply commencement

2025-12-31
ubm-lng-pricingUB Metan conditional LNG price

Ulaanbaatar retail reference less 20%, with floor 50% premium to JKM futures None

2025-12-31
langrun-loiNon-exclusive Langrun funding LOI

Initial 20-well concept; no immediate financial obligation; definitive terms subject to flow and approvals None

2025-12-31
mmc-lng-mouMMC LNG sales MOU

Interest in LNG sales; full commercial terms not disclosed None

2025-12-31
ttcbm-psa-commitmentsTTCBM PSA minimum expenditure

Annual budgets approved by regulator; minimum expenditure terms confidential None

2025-12-31
gas-produced-dec-2025Quarterly pilot gas produced

126014 m3

2025-12-31
gas-daily-dec-2025Average daily pilot gas production

1370 m3/day

2025-12-31
cash-dec-2025-quarterlyCash at bank

1814000 AUD

2025-12-31
evolution-gas-priceResearch base-case gas price

30 USD/Mcf

2026-04-13
evolution-red-lake-npvResearch Red Lake NPV at 10% discount rate, JGH share

1507000000 AUD

2026-04-13
evolution-risked-valueResearch risked Red Lake project value

753400000 AUD

2026-04-13
evolution-targetResearch price target

0.36 AUD/share

2026-04-13
evolution-discount-rateResearch project discount rate

10 %

2026-04-13
pdo-lodgedInitial PDO lodged

Submitted to Mongolian Minerals Reserve Council for approval None

2026-08-24
production-area-agreedProposed production licence area

502 km2

2026-08-24
exploration-area-basisExisting exploration area in August announcement

629 km2

2026-08-24
deeper-seismic-planDeeper gas seismic plan

Targeted 2D then 3D seismic to rank prospects before drilling None

2026-09-21
deeper-no-resourceDeeper gas evidence state

Unquantified exploration potential; near-term Red Lake development remains priority None

2026-09-21
jgh-close-2026-09-25JGH ordinary-share closing price

0.074 AUD/share

2026-09-25
Conflicts requiring judgment1
  • TTCBM current exploration area square kilometres

    July described a 665 km2 broader PSA permit area; August described the current 629 km2 exploration area. Use 629 for the present exploration-tenement area, while retaining the historic 665 description as a distinct source basis.