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 MIN ASX

Mineral Resources Limited

Producer · Iron Ore · Lithium · Australia Rating locked: sign in to view v8 · min-20261024t171407-full
Last 2026-11-06
A$46.59
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$9.3B
EV
A$13.7B
Cash
A$1.4B
Debt
A$5.8B
6 newer ASX announcements not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory26 documents
MIN.AX latest eligible local closeMarket Data · LowExtracted

Latest eligible local unadjusted close selected through miners.reference_price; one MIN ordinary share quoted in AUD.

Document ID
market-close
Published UTC
2026-10-13T05:00:00Z
Projects
—
Commodities
—
Open original source ↗
Notification regarding unquoted securities - MINCorporate Action · MediumPartial

Material pages reviewed: 1, 2, 3, 4, 5, 6, 7. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
latest-unquoted
Published UTC
2026-10-08T06:49:15.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Resources and Energy Quarterly September 2026 – official commodity outlook webpageCommodity Data · HighExtracted

Official September outlook: near-term spodumene strength followed by moderation as supply grows; iron ore faces rising supply. PDF download attempts failed; source is the accessible HTML outlook, not retained PDF tables. Publication date verified; exact release clock unknown and 10am local is a date-only placeholder, not an intraday timing claim.

Document ID
req-sep26
Published UTC
2026-10-02T00:00:00Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - MINCorporate Action · MediumPartial

Material pages reviewed: 1, 2, 3, 4, 5, 6. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
latest-quotation
Published UTC
2026-09-30T08:11:15.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Change in substantial holding from MINTransaction · MediumPartial

Material pages reviewed: 1, 2. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
wildcat-change
Published UTC
2026-09-30T08:38:10.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Date of AGM and closing date for director nominationsGovernance · MediumPartial

Material pages reviewed: 1. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
agm-date
Published UTC
2026-09-07T08:44:02.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Conclusion of ASIC investigationGovernance · MediumPartial

Material pages reviewed: 1. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
asic-conclusion
Published UTC
2026-09-01T04:03:40.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
FY26 Financial Results PresentationPresentation · HighPartial

Material pages reviewed: 9, 12, 13, 15, 18, 19, 20, 21, 25, 26, 28, 30, 31, 32, 33, 34, 35, 39, 40, 41, 42, 43, 44. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
fy26-presentation
Published UTC
2026-08-26T21:31:09Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
FY26 Financial Results AnnouncementResults · MediumPartial

Material pages reviewed: 1, 2, 3, 4, 5, 6. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
fy26-results
Published UTC
2026-08-26T21:30:49Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Appendix 4E and 2026 Annual ReportResults · HighPartial

Material pages reviewed: 16, 111, 112, 113, 118, 119, 126, 127, 129, 130, 137, 138, 139, 140, 141, 142, 144, 150, 151, 152, 153, 154, 158, 159, 160, 161. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
fy26-annual
Published UTC
2026-08-26T21:30:04Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Quarterly Activity Report - Q4 FY26Operations · HighPartial

Material pages reviewed: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
q4-fy26
Published UTC
2026-07-28T22:21:49Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
MinRes and POSCO Holdings execute key formal agreementsTransaction · MediumPartial

Material pages reviewed: 1, 2. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
posco-agreement
Published UTC
2026-04-30T22:19:49.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Quarterly Activity Report - Q3 FY26Operations · HighPartial

Material pages reviewed: 1, 3, 4, 5, 6. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
q3-fy26
Published UTC
2026-04-29T22:19:25Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
FY26 Half Year Results PresentationPresentation · HighPartial

Material pages reviewed: 11, 38, 39. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
half26-presentation
Published UTC
2026-02-19T21:36:06Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
FY26 Half Year Results AnnouncementResults · MediumPartial

Material pages reviewed: 1, 2. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
half26-results
Published UTC
2026-02-19T21:30:16Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
FY26 Half Year Financial Report and Appendix 4DResults · HighPartial

Material pages reviewed: 14, 15, 16, 17, 33. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
half26-report
Published UTC
2026-02-19T21:18:40Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Quarterly Activity Report - Q2 FY26Operations · HighPartial

Material pages reviewed: 1, 3, 4, 5, 6. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
q2-fy26
Published UTC
2026-01-28T21:12:40Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Quarterly Activity Report - Q1 FY26Operations · HighPartial

Material pages reviewed: 1, 4, 5, 6. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
q1-fy26
Published UTC
2025-10-29T21:17:43Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Annual Report to shareholdersResults · HighPartial

Material pages reviewed: 79, 80. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
fy25-annual
Published UTC
2025-10-16T21:35:57Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
FY25 Full Year Results PresentationPresentation · HighPartial

Material pages reviewed: 14. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
fy25-presentation
Published UTC
2025-08-27T22:16:13Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Pilbara Hub Mineral Resources and Ore Reserves StatementResource Update · HighPartial

Material pages reviewed: 1, 2, 3, 4, 5, 6. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
pilbara-resource
Published UTC
2025-08-27T22:20:38.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Onslow Iron Resource and Reserve Statement AddendumOther · MediumPartial

Material pages reviewed: 1, 2. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
onslow-addendum
Published UTC
2025-05-22T07:22:43.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Onslow Iron Resource and Reserve UpdateResource Update · HighPartial

Material pages reviewed: 1, 2, 3, 4, 5, 6, 9, 10. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
onslow-resource
Published UTC
2025-05-20T22:15:47.000Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Bald Hill ResourceResource Update · HighPartial

Material pages reviewed: 1, 2, 3, 4, 5. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
bald-hill-resource
Published UTC
2024-11-13T00:00:00Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Mt Marion ResourceResource Update · HighPartial

Material pages reviewed: 1, 2, 3, 4, 5. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
mt-marion-resource
Published UTC
2024-02-21T00:00:00Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Lithium ReservesResource Update · HighPartial

Material pages reviewed: 1, 2, 3, 4, 5, 6, 7, 10, 11, 12, 13. Unreviewed pages are outside this bounded financial, operational and valuation extraction.

Document ID
lithium-reserves
Published UTC
2023-09-22T00:00:00Z
Projects
—
Commodities
iron_ore · lithium
Open original source ↗
Evidence facts116
onslow-ownOwnership Pct – onslow

57 %

2026-06-30
pilbara-ownOwnership Pct – pilbara

100 %

2026-06-30
wodgina-ownOwnership Pct – wodgina

50 %

2026-06-30
mt-marion-ownOwnership Pct – mt-marion

50 %

2026-06-30
bald-hill-ownOwnership Pct – bald-hill

100 %

2026-06-30
onslow-fy27-guidanceGuidance – onslow

FY27 shipments 2e+07 to 2.17e+07 t; wet ore attributable text

2027-06-30
onslow-fy27-sustainingSustaining Capex – onslow

90000000.0 AUD

2027-06-30
pilbara-fy27-guidanceGuidance – pilbara

FY27 shipments 1e+07 to 1.1e+07 t; wet ore attributable text

2027-06-30
pilbara-fy27-sustainingSustaining Capex – pilbara

145000000.0 AUD

2027-06-30
wodgina-fy27-guidanceGuidance – wodgina

FY27 shipments 360000 to 390000 t; SC6 attributable; Mt Marion 51% offtake text

2027-06-30
wodgina-fy27-sustainingSustaining Capex – wodgina

130000000.0 AUD

2027-06-30
mt-marion-fy27-guidanceGuidance – mt-marion

FY27 shipments 200000 to 240000 t; SC6 attributable; Mt Marion 51% offtake text

2027-06-30
mt-marion-fy27-sustainingSustaining Capex – mt-marion

120000000.0 AUD

2027-06-30
bald-hill-fy27-guidanceGuidance – bald-hill

FY27 shipments 100000 to 120000 t; SC6 attributable; Mt Marion 51% offtake text

2027-06-30
bald-hill-fy27-sustainingSustaining Capex – bald-hill

125000000.0 AUD

2027-06-30
energy-fy27-wellsNext Drilling – energy

FY27 two Perth Basin wells and two Carnarvon Basin wells text

2027-06-30
cash-unrestricted-fy26Cash

1404000000.0 AUD

2026-06-30
restricted-cash-fy26Restricted Cash

158000000.0 AUD

2026-06-30
debt-exlease-fy26Debt

5688000000.0 AUD

2026-06-30
leases-fy26Lease Liabilities

141000000.0 AUD

2026-06-30
book-owners-fy26Book Equity

4341000000.0 AUD

2026-06-30
cashflow-fy26Operating Cash Flow

2084000000.0 AUD

2026-06-30
capex-fy26Capex

1213000000.0 AUD

2026-06-30
revenue-fy26Revenue

6461000000.0 AUD

2026-06-30
npat-fy26Npat

1061000000.0 AUD

2026-06-30
ebitda-fy26Ebitda

2551000000.0 AUD

2026-06-30
facility-fy26Undrawn Facilities

800000000.0 AUD

2026-06-30
mining-services-ownershipOwnership Pct – mining-services

100 %

2026-06-30
mining-services-services-revenueServices Revenue – mining-services

3113000000.0 AUD

2026-06-30
mining-services-ebitda-marginServices Ebitda Margin – mining-services

31.35239318984902 %

2026-06-30
onslow-road-ownershipOwnership Pct – onslow-road

51 %

2026-06-30
onslow-road-services-revenueServices Revenue – onslow-road

315000000.0 AUD

2026-06-30
energy-ownershipOwnership Pct – energy

100 %

2026-06-30
lucky-bay-ownershipOwnership Pct – lucky-bay

100 %

2026-06-30
aquila-investeeInvestee – aquila

Aquila Resources Pty Ltd text

2026-06-30
aquila-holdingHolding Pct – aquila

15 %

2026-06-30
aquila-bookBook carrying value – aquila

41000000.0 AUD

2026-06-30
binding-solutions-investeeInvestee – binding-solutions

Binding Solutions Ltd text

2026-06-30
binding-solutions-holdingHolding Pct – binding-solutions

16.8 %

2026-06-30
binding-solutions-bookBook carrying value – binding-solutions

34000000.0 AUD

2026-06-30
delta-lithium-investeeInvestee – delta-lithium

Delta Lithium Ltd text

2026-06-30
delta-lithium-holdingHolding Pct – delta-lithium

22.8 %

2026-06-30
delta-lithium-bookBook carrying value – delta-lithium

27000000.0 AUD

2026-06-30
liena-investeeInvestee – liena

LieNA Pty Ltd text

2026-06-30
liena-holdingHolding Pct – liena

50 %

2026-06-30
liena-bookBook carrying value – liena

4000000.0 AUD

2026-06-30
nexmin-investeeInvestee – nexmin

Nexmin Pty Ltd text

2026-06-30
nexmin-holdingHolding Pct – nexmin

20 %

2026-06-30
nexmin-bookBook carrying value – nexmin

6000000.0 AUD

2026-06-30
northern-gateway-investeeInvestee – northern-gateway

Northern Gateway Master Trust text

2026-06-30
northern-gateway-holdingHolding Pct – northern-gateway

49.04 %

2026-06-30
northern-gateway-bookBook carrying value – northern-gateway

49000000.0 AUD

2026-06-30
onslow-prod-q4Production Quarter – onslow

4725916.931999999 t

2026-06-30
onslow-prod-fy26Production Fy – onslow

18248237.52 t

2026-06-30
onslow-fob-fy26C1 Cost – onslow

96.48712639071348 AUD/t

2026-06-30
pilbara-prod-q4Production Quarter – pilbara

1074979.1639999999 t

2026-06-30
pilbara-prod-fy26Production Fy – pilbara

4899337.568999999 t

2026-06-30
pilbara-fob-fy26C1 Cost – pilbara

154.29657363950463 AUD/t

2026-06-30
wodgina-prod-q4Production Quarter – wodgina

9960.0 t

2026-06-30
wodgina-prod-fy26Production Fy – wodgina

38040.0 t

2026-06-30
wodgina-fob-fy26C1 Cost – wodgina

12300.0 AUD/t

2026-06-30
mt-marion-prod-q4Production Quarter – mt-marion

7080.0 t

2026-06-30
mt-marion-prod-fy26Production Fy – mt-marion

27240.0 t

2026-06-30
mt-marion-fob-fy26C1 Cost – mt-marion

14116.666666666668 AUD/t

2026-06-30
bald-hill-prod-q4Production Quarter – bald-hill

60.0 t

2026-06-30
bald-hill-prod-fy26Production Fy – bald-hill

60.0 t

2026-06-30
wodgina-recovery-q4Recovery Pct – wodgina

68 %

2026-06-30
mt-marion-recovery-q4Recovery Pct – mt-marion

59 %

2026-06-30
onslow-resource_tonnesResource Tonnes – onslow

743700000 t

2025-03-31
onslow-resource_gradeResource Grade – onslow

56.3 % Fe

2025-03-31
onslow-resource_containedResource Contained – onslow

418703100.0 t

2025-03-31
onslow-resource-indResource Contained – onslow

286172900.0 t

2025-03-31
onslow-cutoffCutoff Grade – onslow

50 % Fe

2025-03-31
onslow-reserve_tonnesReserve Tonnes – onslow

358600000 t

2025-03-31
onslow-reserve_gradeReserve Grade – onslow

57.5 % Fe

2025-03-31
onslow-reserve_containedReserve Contained – onslow

206195000.0 t

2025-03-31
onslow-methodMining Method – onslow

Open pit text

2025-03-31
pilbara-resource_tonnesResource Tonnes – pilbara

161000000 t

2025-06-30
pilbara-resource_gradeResource Grade – pilbara

57 % Fe

2025-06-30
pilbara-resource_containedResource Contained – pilbara

91770000.0 t

2025-06-30
pilbara-resource-indResource Contained – pilbara

80370000.0 t

2025-06-30
pilbara-cutoffCutoff Grade – pilbara

50 % Fe

2025-06-30
pilbara-reserve_tonnesReserve Tonnes – pilbara

50700000 t

2025-06-30
pilbara-reserve_gradeReserve Grade – pilbara

57.5 % Fe

2025-06-30
pilbara-reserve_containedReserve Contained – pilbara

29152500.0 t

2025-06-30
pilbara-methodMining Method – pilbara

Open pit text

2025-06-30
mt-marion-resource_tonnesResource Tonnes – mt-marion

66100000 t

2024-01-31
mt-marion-resource_gradeResource Grade – mt-marion

1.36 % Li2O

2024-01-31
mt-marion-resource_containedResource Contained – mt-marion

898960.0 t

2024-01-31
mt-marion-resource-indResource Contained – mt-marion

743920.0 t

2024-01-31
mt-marion-cutoffCutoff Grade – mt-marion

0.5 % Li2O

2024-01-31
mt-marion-methodMining Method – mt-marion

Open pit; planned underground text

2024-01-31
wodgina-resource_tonnesResource Tonnes – wodgina

217400000 t

2023-06-30
wodgina-resource_gradeResource Grade – wodgina

1.15 % Li2O

2023-06-30
wodgina-resource_containedResource Contained – wodgina

2500099.9999999995 t

2023-06-30
wodgina-resource-indResource Contained – wodgina

2094149.9999999998 t

2023-06-30
wodgina-cutoffCutoff Grade – wodgina

0.5 % Li2O

2023-06-30
wodgina-reserve_tonnesReserve Tonnes – wodgina

164600000 t

2023-06-30
wodgina-reserve_gradeReserve Grade – wodgina

1.15 % Li2O

2023-06-30
wodgina-reserve_containedReserve Contained – wodgina

1892900.0 t

2023-06-30
wodgina-methodMining Method – wodgina

Open pit text

2023-06-30
mt-marion-reserve_tonnesReserve Tonnes – mt-marion

35700000 t

2023-06-30
mt-marion-reserve_gradeReserve Grade – mt-marion

1.42 % Li2O

2023-06-30
mt-marion-reserve_containedReserve Contained – mt-marion

506940.0 t

2023-06-30
bald-hill-resource_tonnesResource Tonnes – bald-hill

58100000 t

2024-06-30
bald-hill-resource_gradeResource Grade – bald-hill

0.94 % Li2O

2024-06-30
bald-hill-resource_containedResource Contained – bald-hill

546140.0 t

2024-06-30
bald-hill-resource-indResource Contained – bald-hill

161680.0 t

2024-06-30
bald-hill-cutoffCutoff Grade – bald-hill

0.3 % Li2O

2024-06-30
bald-hill-methodMining Method – bald-hill

Open pit text

2024-06-30
shares-oct26Shares Basic

198614518 shares

2026-10-08
shares-fd-oct26Shares Fully Diluted

202625154 shares

2026-10-08
wildcat-investeeInvestee – wildcat

Wildcat Resources Limited text

2026-06-30
wildcat-holdingHolding Pct – wildcat

14.6 %

2026-09-28
wildcat-sharesShares Held – wildcat

232741887 shares

2026-09-28
market-close-priceOrdinary share close

45.810001 AUD/share

2026-10-13
Conflicts requiring judgment3
  • cash unrestricted versus consolidated

    Auditednote10selects1404munrestrictedcash;127mJVand31mRoadTrustareuse-restricted, separatedinequitybridge.

  • ordinary and potential dilution

    October8formhaslatestcompleteclasscounts, corroboratedordinarycountbySeptember30quotation; annualcountsuperseded.

  • gross investingcapex versus issuer netfinanced capex

    V8definition1213m=PP&E734+mine450+exploration29, excludes9mintangible. Issuer1222mgross/1111mnetfinancingmeasure retained as differentlydefined.