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 NHC ASX

NEW HOPE CORPORATION LIMITED

Producer · Others · AU Rating locked: sign in to view v8 · nhc-20261024t191613-full
Last 2026-11-06
A$5.27
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$4.4B
EV
A$4.2B
Cash
A$484.8M
Debt
A$242.7M
5 newer ASX announcements not yet reflected in this valuation

Portfolio detail

Assets

8 assets

Core asset

Bengalla

AU

Producer80% ownedOthers

Operating,80% economic interest; separate paid extension scenarios

Producer · Producer
Production annualised (attributable)
9.1m td
Production (last FY, 100%)
8.2m t
AISC (latest quarter)
—
AISC margin at spot
—
Delivery vs guidance
105.6%d
Reserve life
NM
Head grade
—
Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral Resourcetotal raw in-situ coal584 Mt raw coalCoal product basis; metal grade is not applicableOthers2026-05-31
Ore Reservemarketable coal102 Mt marketable coalCoal product basis; metal grade is not applicableOthers2026-05-31
Permits & approvals1
PermitJurisdictionStatusExpiryCritical path
Current operating approval through2039; exactexpiryday notdisclosedNew South WalesGranted—Yes

Core asset

New Acland

AU

Ramping Producer100% ownedOthers

Operating Stage3 ramp; long-term reserves partly approval-contingent

Producer · Ramping producer
Production annualised (attributable)
3.1m td
Production (last FY, 100%)
3.3m t
AISC (latest quarter)
—
AISC margin at spot
—
Delivery vs guidance
107.5%d
Reserve life
NM
Head grade
—
Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral Resourcetotal raw in-situ coal636 Mt raw coalCoal product basis; metal grade is not applicableOthers2026-05-31
Ore Reservemarketable coal212 Mt marketable coalCoal product basis; metal grade is not applicableOthers2026-05-31
Milestones1
  1. Manning Vale West pit access

    Pending · High materiality

Material

Malabar Resources minority investment

AU

Producer25.97% ownedOthers

25.97% equity-accounted investment, separately valued after associate debt

Equity investment · Held
Investee
—
Holding
2,597.0%
Shares held
—
Market value
—
% of holder's market cap
—
Cost basis
—

Other

West Muswellbrook

AU

Resource Stage100% ownedOthers

Undeveloped resource option; bounded alternative value, no funded mine plan established

Resource / scoping · Resource stage
Contained metal (attributable)
NM
Resource grade
NM
% Measured + Indicated
—
Resource tonnes
656.00 Mt
Our value per attrib. contained unit
Locked
Mining method
—
Resources & reserves1
TypeCategoryQuantityGradeContained mineralsDate
Mineral Resourcetotal raw in-situ coal656 Mt raw coalCoal product basis; metal grade is not applicableOthers2026-05-31

Other

Elimatta

AU

Resource Stage100% ownedOthers

Undeveloped resource option; bounded alternative value, no funded mine plan established

Resource / scoping · Resource stage
Contained metal (attributable)
NM
Resource grade
NM
% Measured + Indicated
—
Resource tonnes
239.00 Mt
Our value per attrib. contained unit
Locked
Mining method
—
Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral Resourcetotal raw in-situ coal239 Mt raw coalCoal product basis; metal grade is not applicableOthers2026-05-31
Ore Reservemarketable coal72 Mt marketable coalCoal product basis; metal grade is not applicableOthers2026-05-31

Other

Collingwood

AU

Resource Stage100% ownedOthers

Undeveloped resource option; bounded alternative value, no funded mine plan established

Resource / scoping · Resource stage
Contained metal (attributable)
NM
Resource grade
NM
% Measured + Indicated
—
Resource tonnes
276.00 Mt
Our value per attrib. contained unit
Locked
Mining method
—
Resources & reserves1
TypeCategoryQuantityGradeContained mineralsDate
Mineral Resourcetotal raw in-situ coal276 Mt raw coalCoal product basis; metal grade is not applicableOthers2026-05-31

Other

Taroom

AU

Resource Stage100% ownedOthers

Undeveloped resource option; bounded alternative value, no funded mine plan established

Resource / scoping · Resource stage
Contained metal (attributable)
NM
Resource grade
NM
% Measured + Indicated
—
Resource tonnes
460.00 Mt
Our value per attrib. contained unit
Locked
Mining method
—
Resources & reserves2
TypeCategoryQuantityGradeContained mineralsDate
Mineral Resourcetotal raw in-situ coal460 Mt raw coalCoal product basis; metal grade is not applicableOthers2026-05-31
Ore Reservemarketable coal130 Mt marketable coalCoal product basis; metal grade is not applicableOthers2026-05-31

Other

Woori

AU

Resource Stage100% ownedOthers

Undeveloped resource option; bounded alternative value, no funded mine plan established

Resource / scoping · Resource stage
Contained metal (attributable)
NM
Resource grade
NM
% Measured + Indicated
—
Resource tonnes
109.00 Mt
Our value per attrib. contained unit
Locked
Mining method
—
Resources & reserves1
TypeCategoryQuantityGradeContained mineralsDate
Mineral Resourcetotal raw in-situ coal109 Mt raw coalCoal product basis; metal grade is not applicableOthers2026-05-31

d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)

Stock database

Other assets

Plants, holdings and assets valued inside a project
Retained Bridgeport royalty · Royalty / stream · Pre production
Royalty type
—
Rate
—
Underlying asset and operator
—
Operator's stage
—
Attrib. royalty units per year
—
Royalty receipts (12M)
—
Our attributable value
Locked
Managed investment funds · Other · Held
Ownership
10,000.0%d
Description
—
Book value
A$293.7m
Pastoral and ancillary assets · Other · Held
Ownership
10,000.0%
Description
—
Book value
—
Queensland Bulk Handling · Processing plant / refinery · Operating
Product and spec
—
Nameplate capacity
—
Throughput (12M)
5.8m t
Utilisation
—
Capital intensity (capex / tpa)
—
Feed source
—
Offtake contracted
—