Price, volume & events
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- Last 2026-11-06
- A$0.21
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$158M
- EV
- A$93.9M
- Cash
- A$64.1M
- Debt
- A$0
5 newer ASX announcements not yet reflected in this valuation
- Quarterly Activities/Appendix 5B Cash Flow ReportLatest Four Activities Reports
- Notification regarding unquoted securities - MTMPost Cash Checkpoint Security Event
- Application for quotation of securities - MTMPost Cash Checkpoint Security Event
- Application for quotation of securities - MTMPost Cash Checkpoint Security Event
- Annual Report to shareholdersLatest Annual Report
Investment view
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Investment view
Our rating, thesis and what the price implies are available to subscribers.
Sign in or enter a guest codeAnnouncements
Latest 12 of 10All sources ▸- Webinar PresentationPresentation
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Notification regarding unquoted securities - MTMGovernance
- Application for quotation of securities - MTMCorporate Action
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Half Yearly Report and AccountsResults
- NFM: Binding Option to Acquire 90% of Advanced Pomme REETransaction
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Annual Report to shareholdersResults
Event calendar · next 12 months
5 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| September 2026 target | 12-hour chlorinated multi-reactor campaign | Construction Or Commissioning | Company Guided | High | A completed sustained chlorinated campaign would test a critical operating and emissions gate; no completion evidence was found by cutoff. |
| Q4 2026 target | Integrated 8,000 tpa PCB flowsheet demonstration | Construction Or Commissioning | Company Guided | High | Scale-up proof is central to judging whether the reactor option can produce recurring economic output. |
| 1 October 2026 | Tim Cooper CFO start | Governance | Confirmed | Medium | CFO transition changes finance oversight during the Texas ramp. |
| 1 November 2026 | First quarterly ECT instalment due | Economic Arrangement | Confirmed | Medium | Tests conversion of the services contract into repeat cash receipts. |
| H1 2027 target | First saleable product and commercial processing | Production | Company Guided | High | Commercial metal sales with disclosed recoveries and payability would support an operating cash-flow model. |
Executive roster
As of 2026-09-25Background checks ▸Issuer filings identify these officers; the unnamed interim Group Financial Controller is excluded, and Tim Cooper is not incumbent until 1 October.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Michael Walshe | Managing Director and Chief Executive Officer | Chief Executive | — | Annual Report to shareholders |
| Ibrahim Ayoub | Chief Operating Officer | Operations | 2026-08-10 | Board and Executive Leadership Team Update |
| Matthew Trauber | CFO USA | Finance | 2026-08-10 | Board and Executive Leadership Team Update |
| Steve Ragiel | President, Flash Metals USA | Operations | — | Annual Report to shareholders |
| John Campo | Head of Engineering | Technical | 2026-08-26 | Texas Campus Chlorinated Testing Resumes; First Revenue |
| Simon Adams | Company Secretary | Company Secretary | — | Annual Report to shareholders |
devCoverage status: Partial
Portfolio detail
Assets
Core asset
Gator Point Texas Technology Campus
United States
Construction100% ownedGoldCopperRare EarthsPlatinum Group MetalsOthers
Three reactors operated on inert feedstock; site boundary issue resolved in August. Chlorinated multi-reactor campaign, integrated 8ktpa PCB flowsheet and commercial metal sales remain unconfirmed as at cutoff.
Milestones5
- Operate three FJH reactors simultaneously
Achieved · High materiality
- Complete multi-reactor chlorinated commissioning
Pending · High materiality
- Demonstrate integrated 8,000 tpa PCB processing flowsheet
Pending · High materiality
- Produce initial saleable product and commence commercial processing
Pending · High materiality
- Resolve property boundary constraint
Achieved · High materiality
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| TCEQ pilot-scale chlorination permit | Texas | Granted | — | No |
| TCEQ amendment for relocated chlorinated operations | Texas | Pending | — | Yes |
Material
Pomme Rare Earths-Niobium Project
Canada
Discovery Drill StageRare EarthsOthers
Metallium's subsidiary held an option pathway over the claims at the cutoff while New Frontier held a binding option and staged earn-in for up to 90%; Metallium's prospective residual is 10% free-carried to DFS or a 1.5% NSR if diluted.
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.
Tenements1
Milestones2
- New Frontier defines a JORC resource and earns 80%
Pending · High materiality
- New Frontier completes a PFS and earns 90%
Pending · Medium materiality
Other
Mt Monger Project
Australia
Divested100% ownedGoldOthers
A third-party option to acquire the package had been exercised, subject to completion; no exploration occurred in the June quarter.
Tenements1
Other
East Laverton Project
Australia
Divested100% ownedGoldOthers
Four exploration licences were subject to a sale agreement that remained subject to completion; no exploration occurred in the June quarter.
Tenements1
Other
West Arunta Project
Australia
Divested0% ownedRare EarthsOthers
All three listed West Arunta exploration licences were surrendered by the June 2026 quarter.
Other
Mukinbudin Project
Australia
Divested0% ownedOthers
Both listed Mukinbudin exploration licences were surrendered by the June 2026 quarter.
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
Cash is substantial and no loan facilities were reported, but Gator Point construction and other non-current investment outflows make the operating-only 12.2-quarter runway an optimistic measure of total funding duration.
Capital structure
Ownership and dilution
- Ordinary shares
- 752.3M
- Fully diluted
- 796.8M
738,249,769 at 22 July + 13,000,000 rights conversion + 937,500 option exercise + 30,000 non-cash shares + 37,500 option exercise = 752,254,769 ordinary. Add 44,581,691 remaining unquoted options and rights for a gross 796,836,460 diluted count without exercise proceeds.
Security classes13
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| ASX MTM ordinary fully paid shares | Ordinary Share | 752.3M | — | — |
| Options expiring 25 March 2027 at A$0.25 | Option | 22M | A$0.25 | 2027-03-25 |
| Options expiring 6 January 2029 at A$0.25 | Option | 1.3M | A$0.25 | 2029-01-06 |
| Options expiring 30 November 2026 at A$0.12 | Option | 3M | A$0.12 | 2026-11-30 |
| Options expiring 30 November 2027 at A$0.18 | Option | 3M | A$0.18 | 2027-11-30 |
| Options expiring 29 November 2027 at A$0.18 | Option | 2.2M | A$0.18 | 2027-11-29 |
| Options expiring 28 November 2028 at A$1.62 | Option | 800K | A$1.62 | 2028-11-28 |
| Options expiring 28 November 2029 at A$1.62 | Option | 2M | A$1.62 | 2029-11-28 |
| Option expiring 29 November 2026 at A$0.12 | Option | 1 | A$0.12 | 2026-11-29 |
| Performance rights | Performance Right | 6.6M | — | — |
| FY26 short-term incentive awards | Other | 717K | — | — |
| FY26 long-term incentive awards | Other | 920.4K | — | — |
| Retention incentive awards | Other | 2M | — | — |
KPI history
Operating metrics
Operating metric source table4
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Other | Gator Point | Cumulative to August 2026 | Point In Time | 100 more than test campaigns | Reported |
| Other | Gator Point | June 2026 campaign | Quarter | 3 reactors operating simultaneously | Reported |
| Other | Gator Point | June 2026 multi-reactor campaign | Quarter | 83 percent availability | Reported |
| Other | Gator Point | August 2026 | Point In Time | 500,000 USD first fee due; receipt in tranches, full amount unconfirmed | Reported |
Company guidance4
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Integrated Pcb Flowsheet Nameplate Demonstration | gator-point | Q4 CY2026 target | 8,000 | 8,000 tonnes per annum | Current |
| Initial Saleable Product And Commercial Processing | gator-point | H1 CY2027 target | — | — milestone | Current |
| Multi Reactor Chlorinated Commissioning | gator-point | Q3 CY2026 target | — | — milestone | Current |
| 12 Hour Multi Reactor Chlorinated Campaign | gator-point | September 2026 target | 12 | 12 hours | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-01-21 | RaisingOrdinary Fully Paid Shares | A$75M | 89.3M | A$0.84 | Completed | A$75 million strategic placement cornerstoned by U.S. institutions at A$0.84 per share.Max 89.3M · Period 2026-01-21 to 2026-01-21 |
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.
Material agreements disclosed in reviewed issuer and partner filings; unpublished commercial terms limit completeness.
FJH intellectual property is licensed from Rice; royalty, exclusivity and termination economics are unpublished.
Other · Active- Counterparties
- Rice University
- Applies to
- Gator Point Texas Technology Campus · Gold · Copper · Rare Earths · Platinum Group Metals · Others
- Economic direction
- Burden
- Period
- From 2022-01-01; no end date stated
- Key terms
- Licensed technology: FJH including expanded March 2026 scopes text
How it affects our valuation
No valuation treatment is available for this arrangement.
Binding feedstock contract contributes up to 2,400 tonnes annually; pricing and quality terms are undisclosed.
Strategic Partnership · Active- Counterparties
- Glencore
- Applies to
- Gator Point Texas Technology Campus · Gold · Copper · Others
- Economic direction
- Benefit
- Period
- From 2026-01-05; no end date stated
- Key terms
- Contracted PCB feedstock: up to 2400 tonnes per annum
How it affects our valuation
No valuation treatment is available for this arrangement.
Ten-year initial offtake for gallium, germanium, gold, copper, tin and indium; volume, payability and formula details are not published.
Offtake · Active- Counterparties
- Indium Corporation
- Applies to
- Gator Point Texas Technology Campus · Gold · Copper · Others
- Economic direction
- Benefit
- Period
- From 2026-03-31; no end date stated
- Key terms
- Initial term: 10 years
Pricing: commodity-price-linked formula text
How it affects our valuation
No valuation treatment is available for this arrangement.
Twelve-month MXene research and engineering services; first payment in tranches at 26 August. Conditional ECT options and possible Phase 2 licensing are excluded from booked commercial value.
Tolling Or Processing · Active- Counterparties
- Environmental Clean Technologies Limited
- Applies to
- Gator Point Texas Technology Campus · Others
- Economic direction
- Benefit
- Period
- 2026-08-04 to 2027-08-03
- Key terms
- Phase 1 cash ceiling: 1,400,000 USD
Upfront due: 500,000 USD
Quarterly from 1 November 2026: 225,000 USD
Conditional ECT options: 20,000,000 ECT options at A$0.18 strike; 12-month expiry
How it affects our valuation
No valuation treatment is available for this arrangement.
NFM option and staged earn-in transfer up to 90%; MTM retains conditional residual interest/free carry or NSR.
Earn In · Conditional- Counterparties
- New Frontier Minerals Limited
- Applies to
- Pomme Rare Earths-Niobium Project · Rare Earths · Others
- Economic direction
- Mixed
- Period
- From 2026-02-12; no end date stated
- Key terms
- Maximum partner earn-in: 90 percent
Residual interest: 10 percent free carried to DFS or 1.5% NSR if diluted
How it affects our valuation
No valuation treatment is available for this arrangement.
Collaboration extended 12 months in June quarter; no binding commercial economics disclosed.
Strategic Partnership · Active- Counterparties
- Meteoric Resources
- Applies to
- Gator Point Texas Technology Campus · Rare Earths
- Economic direction
- Benefit
- Period
- From 2026-06-30; no end date stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Collaboration extended 12 months in June quarter; no binding commercial economics disclosed.
Strategic Partnership · Active- Counterparties
- ElementUSA
- Applies to
- Gator Point Texas Technology Campus · Others
- Economic direction
- Benefit
- Period
- From 2026-06-30; no end date stated
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
Assessment is low-confidence and evidence-limited. The selected ledger contains 6 current executives. Reviewed issuer/ASX records help confirm roles and company context, but do not establish complete executive biographies, measured individual delivery, or exhaustive person-level adverse history. Issuer filings identify these officers; the unnamed interim Group Financial Controller is excluded, and Tim Cooper is not incumbent until 1 October.
Decision-relevant facts
Material summary
Michael Walshe
Managing Director and Chief Executive Officer
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for Michael Walshe; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Michael Walshe is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Ibrahim Ayoub
Chief Operating Officer
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for Ibrahim Ayoub; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Ibrahim Ayoub is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Matthew Trauber
CFO USA
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for Matthew Trauber; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Matthew Trauber is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Steve Ragiel
President, Flash Metals USA
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for Steve Ragiel; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Steve Ragiel is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
John Campo
Head of Engineering
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for John Campo; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for John Campo is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Simon Adams
Company Secretary
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for Simon Adams; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Simon Adams is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2025-09-24 · 612,746,097 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 12.12% | 74,240,729 | |
| 2 | 11.73% | 71,851,599 | |
| 3 | 6.05% | 37,076,736 | |
| 4 | 5.40% | 33,087,593 | |
| 5 | 4.83% | 29,591,951 | |
| 6 | 2.20% | 13,484,514 | |
| 7 | 1.64% | 10,025,675 | |
| 8 | 1.55% | 9,504,330 | |
| 9 | 1.55% | 9,468,131 | |
| 10 | 1.32% | 8,072,707 | |
| 11 | 1.27% | 7,761,123 | |
| 12 | 1.26% | 7,709,349 | |
| 13 | 1.19% | 7,286,690 | |
| 14 | 1.10% | 6,755,213 | |
| 15 | 1.03% | 6,318,528 | |
| 16 | 0.82% | 5,000,467 | |
| 17 | 0.82% | 5,000,000 | |
| 18 | 0.78% | 4,751,000 | |
| 19 | 0.67% | 4,111,888 | |
| 20 | 0.65% | 4,000,000 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 6.65%Issued shares | 2025-09-24 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- The ranked table lists registered accounts, not a complete or live beneficial-owner register; nominee and custodian accounts may represent multiple investors.
- The issuer report lists Terra Capital as a substantial holder per its register; the latest notice-specific measurement date is not stated.
- The register is historical; subsequent placements and substantial-holder notices may have changed the holdings.
- Goldman Sachs Group disclosed cessation on 5 August 2026; its earlier substantial status is not carried forward.
Sources
- Annual Report to shareholders
Metallium Limited / ASX · Published 2025-10-01 · Accessed 2026-10-09
Largest registered ordinary-share holder table and disclosed share quantities/percentages.
2025/2025-10-01_Annual Report to shareholders.pdf; PDF page 93, ASX Additional Shareholder Information
- Ceasing to be a substantial holder
Metallium Limited / ASX · Published 2026-08-10 · Accessed 2026-10-09
Goldman Sachs Group disclosed cessation on 5 August 2026; its earlier substantial status is not carried forward.
2026/2026-08-10_Ceasing to be a substantial holder_5742b8472a282b2e.pdf; PDF page 1, Form 605 cessation notice
Disclosed activity
Insider transactions
No transactions were identified in this reviewed view.
Disclosed holding observations1 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 |
|---|---|---|---|---|
| 2025-09-24 | Terra Capital Holdings Pty Ltd
Details & evidence for Terra Capital Holdings Pty Ltd on 2025-09-24Company report lists Terra Capital Holdings Pty Ltd as the substantial shareholder; only the reported share quantity is retained.
Annual Report to shareholders ↗ | PositionOrdinary shares | 39,500,044 | — |
The closest covered peers
Peer comparison
Peer comparison pending
No peer comparison has been saved for this company.
An on-demand analysis selects up to five closest peers and checks what their differences mean for independent fair value.
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 inventory20 documents
MTM.AX ASX ordinary-share closing priceMarket Data · HighExtracted
Locally cached ASX ordinary-share history gives a 25 September closing price of A$0.375 and volume 1,313,609 shares. Historical closes: 3 August A$0.290 (zero recorded volume), 4 August A$0.260, 25 and 26 August A$0.430.
- Document ID
- market-price-2026-09-25
- Published UTC
- 2026-09-25T06:10:00Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - MTMCorporate Action · HighExtracted
37,500 MTMAZ options exercised at A$0.18; ordinary shares 752,254,769 and unquoted options and rights 44,581,691.
- Document ID
- appendix-2a-2026-09-22
- Published UTC
- 2026-09-22T08:23:00Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - MTMCorporate Action · MediumExtracted
30,000 ordinary shares issued as partial non-cash consideration; ordinary shares then 752,217,269.
- Document ID
- appendix-2a-2026-09-03
- Published UTC
- 2026-09-03T06:10:00Z
- Projects
- —
- Commodities
- —
Texas Campus Chlorinated Testing Resumes; First RevenueOperations · HighExtracted
Site boundary constraint resolved through nominal-US$1 lease and county e-scrap receipt. Chlorinated testing was scheduled to recommence in the week, a 12-hour multi-reactor campaign targeted for September. ECT US$500k first fee being received in tranches; full receipt was expected but not confirmed. This is MXene services, not PCB metal sales.
- Document ID
- operating-update-2026-08-26
- Published UTC
- 2026-08-25T22:06:00Z
- Projects
- gator-point
- Commodities
- others
Application for quotation of securities - MTMCorporate Action · MediumExtracted
937,500 MTMAZ options exercised; ordinary shares then 752,187,269.
- Document ID
- appendix-2a-2026-08-20
- Published UTC
- 2026-08-20T02:26:00Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - MTMCorporate Action · MediumExtracted
13 million MTMAP performance rights converted into ordinary shares; ordinary shares then 751,249,769.
- Document ID
- appendix-2a-2026-08-13
- Published UTC
- 2026-08-13T06:18:00Z
- Projects
- —
- Commodities
- —
Board and Executive Leadership Team UpdateLeadership · MediumExtracted
Ibrahim Ayoub promoted Chief Operating Officer and Matthew Trauber appointed CFO USA; non-executive board appointments also announced.
- Document ID
- board-update-2026-08-10
- Published UTC
- 2026-08-10T00:05:00Z
- Projects
- —
- Commodities
- —
First Commercial FJH Technology Services AgreementEconomic Arrangement · HighExtracted
Twelve-month ECT MXene R&D and engineering services agreement: up to US$1.4m, US$500k due at execution and four US$225k quarterly instalments from 1 November; 20m ECT options conditional on ECT shareholder approval. Future licence/royalty is only a possibility.
- Document ID
- ect-services-2026-08-04
- Published UTC
- 2026-08-03T23:34:00Z
- Projects
- gator-point
- Commodities
- others
Webinar PresentationPresentation · HighExtracted
August webinar reiterates substantial technical de-risking but shows that chlorinated multi-reactor commissioning, integrated flowsheet demonstration and saleable product remain ahead.
- Document ID
- webinar-2026-08
- Published UTC
- 2026-08-03T23:38:38Z
- Projects
- gator-point
- Commodities
- gold · copper · rare_earths · platinum_group_metals · others
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted
June-quarter report is the principal operating and liquidity source: it records A$64.1 million cash, 12.2 quarters of operating runway, 4,000 tpa contracted feedstock, commissioning progress and pending permits.
- Document ID
- quarterly-2026-06
- Published UTC
- 2026-07-29T22:30:19Z
- Projects
- gator-point · pomme · mt-monger · east-laverton · west-arunta · mukinbudin
- Commodities
- gold · copper · rare_earths · platinum_group_metals · others
Notification regarding unquoted securities - MTMGovernance · MediumExtracted
Appendix 3G records 3.637 million new employee incentive awards and confirms the ordinary and unquoted security balances.
- Document ID
- appendix-3g-2026-07
- Published UTC
- 2026-07-22T06:13:33Z
- Projects
- —
- Commodities
- —
Metallium Announces Senior Executive ChangesLeadership · MediumExtracted
Stuart Fraser stepped down as CFO on 30 June; an interim Group Financial Controller under board oversight covers the function; Tim Cooper is appointed CFO effective 1 October 2026.
- Document ID
- cfo-change-2026-06-30
- Published UTC
- 2026-06-29T22:14:00Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - MTMCorporate Action · HighExtracted
Appendix 2A records the quotation of 1,407,143 employee incentive shares and the resulting ordinary share count.
- Document ID
- appendix-2a-2026-05
- Published UTC
- 2026-05-22T05:16:02Z
- Projects
- —
- Commodities
- —
Presentation at Canaccord Global Metals Conference NevadaPresentation · MediumExtracted
Investor presentation describes the FJH platform, Gator Point business models, market positioning and balance-sheet capacity.
- Document ID
- canaccord-presentation-2026
- Published UTC
- 2026-05-20T22:30:00Z
- Projects
- gator-point
- Commodities
- gold · copper · rare_earths · platinum_group_metals · others
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted
March-quarter update reported A$82.14 million cash, commissioning and engineering progress, and continuing Gator Point permitting work.
- Document ID
- quarterly-2026-03
- Published UTC
- 2026-04-12T22:22:36Z
- Projects
- gator-point · pomme
- Commodities
- gold · copper · rare_earths · platinum_group_metals · others
Half Yearly Report and AccountsResults · HighExtracted
Half-year accounts show a large pre-revenue loss, heavy investment in Gator Point and a post-period A$75 million placement.
- Document ID
- half-year-2025-12
- Published UTC
- 2026-03-15T23:23:09Z
- Projects
- gator-point
- Commodities
- gold · copper · rare_earths · platinum_group_metals · others
NFM: Binding Option to Acquire 90% of Advanced Pomme REETransaction · HighExtracted
New Frontier received a binding option and staged earn-in to acquire up to 90% of Pomme, leaving Metallium with a free-carried residual interest or royalty pathway.
- Document ID
- pomme-option-2026
- Published UTC
- 2026-02-11T22:52:34Z
- Projects
- pomme
- Commodities
- rare_earths · others
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted
December-quarter update recorded commissioning commencement, a binding Glencore supply agreement and the post-quarter A$75 million placement.
- Document ID
- quarterly-2025-12
- Published UTC
- 2026-01-28T21:15:10Z
- Projects
- gator-point
- Commodities
- gold · copper · rare_earths · others
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted
September-quarter update reported Texas construction progress, Glencore feedstock and offtake framework, and A$47.866 million period-end cash.
- Document ID
- quarterly-2025-09
- Published UTC
- 2025-10-23T21:30:07Z
- Projects
- gator-point
- Commodities
- gold · rare_earths · others
Annual Report to shareholdersResults · HighExtracted
FY2025 report describes the transition from exploration toward commercialising Flash Joule Heating in Texas, the A$50 million placement and the pre-revenue risk profile.
- Document ID
- annual-report-2025
- Published UTC
- 2025-09-30T22:22:06Z
- Projects
- gator-point · pomme · mt-monger · east-laverton · west-arunta · mukinbudin
- Commodities
- gold · copper · rare_earths · platinum_group_metals · others
Evidence facts53
7342545 AUD
2025-06-30Commercial production revenue expected after commissioning the Texas facility None
2025-10-0147866000 AUD
2025-09-30Up to 75% of Stage 1 output under non-binding MOU framework None
2025-10-2429784000 AUD
2025-12-312400 tonnes per annum
2026-01-2943 mineral claims
2026-02-12500000 AUD cash plus shares
2026-02-1210% free-carried to DFS, then potential 1.5% NSR if diluted None
2026-02-12-24647544 AUD
2025-12-3175000000 AUD
2026-01-2182140000 AUD
2026-03-318000 tonnes per annum PCB feedstock
2026-04-1355000000 securities
2026-05-12Targeted after commercial commissioning None
2026-05-211407143 shares
2026-05-21738249769 shares
2026-05-212026-10-01 date
2026-06-303637382 rights and awards
2026-07-22738249769 shares
2026-07-2223541203 rights and awards
2026-07-2264100000 AUD
2026-06-3012.2 quarters
2026-06-304000 tonnes per annum
2026-06-305236000 AUD
2026-06-305556000 AUD
2026-06-30500000 USD
2026-08-041400000 USD
2026-08-04225000 USD
2026-08-0420000000 ECT options
2026-08-040.18 AUD per ECT share
2026-08-04100 more than campaigns
2026-08-048000 tonnes per annum PCB feedstock
2026-08-04Initial saleable product production remains outstanding None
2026-08-04Ibrahim Ayoub name
2026-08-10Matthew Trauber name
2026-08-10751249769 shares
2026-08-1313000000 shares
2026-08-13752187269 shares
2026-08-20937500 options
2026-08-20scheduled to recommence status
2026-08-26September 2026 month
2026-08-26500000 USD
2026-08-26752217269 shares
2026-09-0330000 shares
2026-09-03752254769 shares
2026-09-2244581691 securities
2026-09-220.375 AUD per ordinary share
2026-09-251313609 shares
2026-09-250.29 AUD per ordinary share
2026-08-030.26 AUD per ordinary share
2026-08-040.43 AUD per ordinary share
2026-08-250.43 AUD per ordinary share
2026-08-26