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 OBM ASX

ORA BANDA MINING LTD

Producer · Gold · Australia Rating locked: sign in to view v8 · obm-20261024t141022-full
Last 2026-11-06
A$1.44
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$2.8B
EV
A$2.6B
Cash
A$267.7M
Debt
A$0
3 newer ASX announcements not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory23 documents
Latest eligible local OBM ordinary-share closeMarket Data · HighExtracted

Local database market data provider raw ordinary close selected by miners.reference_price; no external stale substitute.

Document ID
doc-obm-2026-10-13-price
Published UTC
2026-10-13T06:00:00+00:00
Projects
—
Commodities
gold
Open original source ↗
Dated COMEX gold observation and trailing twelve-month meanCommodity Data · HighExtracted

Eligible local market series: continuous futures observation USD4,177.2998046875/oz on13October; October2025–September2026 mean USD4,445.320311/oz,251observations. Neither is a long-run forecast.

Document ID
doc-gold-2026-10-13
Published UTC
2026-10-13T06:00:00+00:00
Projects
—
Commodities
gold
Open original source ↗
Eligible RBA AUD/USD exchange-rate observationMarket Data · HighExtracted

Local RBA observation AUD/USD0.6941; this is a dated conversion input, not a currency forecast.

Document ID
doc-rba-2026-10-10
Published UTC
2026-10-10T06:00:00+00:00
Projects
—
Commodities
gold
Open original source ↗
Company PresentationPresentation · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-09-22-pres
Published UTC
2026-09-21T22:20:49+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
Waihi Underground CommencedOperations · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-09-10-waihi
Published UTC
2026-09-09T22:23:18+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
Notification of cessation of securities - OBMCorporate Action · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-09-04-3h
Published UTC
2026-09-04T07:15:09+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
Application for quotation of securities - OBMCorporate Action · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-09-04-2a
Published UTC
2026-09-04T07:16:29+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
FY26 ResultsResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-08-26-results
Published UTC
2026-08-25T23:54:45+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
Appendix 4EResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-08-26-4e
Published UTC
2026-08-25T22:55:00+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
2026 Annual ReportResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-08-26-annual
Published UTC
2026-08-25T23:53:50+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
2026 Annual General Meeting - Key DatesGovernance · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-08-26-agm
Published UTC
2026-08-25T22:40:00+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
June 2026 Quarterly Activities ReportOperations · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-07-16-june
Published UTC
2026-07-15T22:17:58+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
Waihi and Round Dam Mineral Resource and Ore Reserve Statement (corrected)Resource Update · HighPartial

Original mine-plan disclosure distinguishes formal reserves from Round Dam724koz PFS (68%Inferred,7.5years,95%recovery,~A$2,800/oz cash costs) and Waihi160koz FID (34%Inferred). Resource totals are superseded by July/annual estimates.

Document ID
doc-obm-2026-05-18-resource
Published UTC
2026-05-18T08:29:00+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
DRIVE to 300 - Key Growth Projects ApprovedGuidance · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-05-18-drive
Published UTC
2026-05-17T22:42:01+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
March 2026 Quarterly Activities ReportResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-04-16--quarterly-activities-report
Published UTC
2026-04-15T22:16:23+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
December 2025 - Half Year ResultsResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-02-27-ember-2025-half-year-results
Published UTC
2026-02-26T21:36:36+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
Appendix 4D and 31 December 2025 Interim Financial ReportResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-02-27-025-interim-financial-report
Published UTC
2026-02-26T21:08:01+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
December 2025 Quarterly Activities ReportResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2026-01-29--quarterly-activities-report
Published UTC
2026-01-28T21:13:15+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
September 2025 Quarterly Activities ReportResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2025-10-22--quarterly-activities-report
Published UTC
2025-10-21T21:16:14+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
September 2025 Quarterly UpdateResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2025-10-08-tember-2025-quarterly-update
Published UTC
2025-10-07T21:20:15+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
Annual ReportResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2025-09-25-priorannual
Published UTC
2025-09-25T09:20:20+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
DEPL Transaction Documents ExecutedEconomic Arrangement · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2025-09-12-depl
Published UTC
2025-09-11T22:23:47+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
FY25 ResultsResults · HighPartial

Eligible issuer source reviewed from the prepared V8 page cache; current or superseded period retained explicitly.

Document ID
doc-obm-2025-08-26-2025-08-26-fy25-results
Published UTC
2025-08-25T22:43:26+00:00
Projects
davyhurst-gold
Commodities
gold
Open original source ↗
Evidence facts68
ev-obm-nameplate_capacity-41nameplate capacity

3000000 tpa

2026-09-22
ev-obm-plant_stage-42plant stage

construction text

2026-06-30
ev-obm-product_spec-43product spec

Gold bullion from CIL plant text

2026-06-30
ev-obm-plant_capex-45plant capex

375000000 AUD

2026-09-22
ev-obm-first_production_target-46first production target

March quarter2028 date

2026-09-22
ev-obm-shares_basic-11shares basic

1935777242 shares

2026-09-01
ev-obm-shares_fully_diluted-12shares fully diluted

2039274300 shares

2026-09-01
ev-obm-ownership_pct-32ownership pct

26 %

2026-06-30
ev-obm-ownership_pct-33ownership pct

90 %

2026-06-30
ev-obm-cash-1cash

267704000 AUD

2026-06-30
ev-obm-debt-2debt

0 AUD

2026-06-30
ev-obm-lease_liabilities-3lease liabilities

31772000 AUD

2026-06-30
ev-obm-undrawn_facilities-4undrawn facilities

200000000.0 AUD

2026-06-30
ev-obm-book_equity-5book equity

537018000 AUD

2026-06-30
ev-obm-revenue-6revenue

807499000 AUD

2026-06-30
ev-obm-ebitda-7ebitda

431123000 AUD

2026-06-30
ev-obm-npat-8npat

216195000 AUD

2026-06-30
ev-obm-operating_cash_flow-9operating cash flow

426695000 AUD

2026-06-30
ev-obm-capex-10capex

213805000 AUD

2026-06-30
ev-obm-cash-13cash

84177000 AUD

2025-06-30
ev-obm-ownership_pct-14ownership pct

100 %

2026-08-26
ev-obm-resource_tonnes-15resource tonnes

56500000 t

2026-04-01
ev-obm-resource_grade-16resource grade

2 g/t

2026-04-01
ev-obm-resource_contained-17resource contained

3690000 oz

2026-04-01
ev-obm-reserve_tonnes-18reserve tonnes

8403000 t

2026-04-01
ev-obm-reserve_grade-19reserve grade

2.3 g/t

2026-04-01
ev-obm-reserve_contained-20reserve contained

610000 oz

2026-04-01
ev-obm-resource_contained-21resource contained

1825000 oz

2026-04-01
ev-obm-nameplate_capacity-29nameplate capacity

1200000 tpa

2026-08-26
ev-obm-ownership_pct-30ownership pct

100 %

2026-06-30
ev-obm-ownership_pct-31ownership pct

100 %

2026-06-30
ev-obm-ownership_pct-34ownership pct

100 %

2026-06-30
ev-obm-nameplate_capacity-35nameplate capacity

1200000 tpa

2026-08-26
ev-obm-plant_stage-36plant stage

operating text

2026-06-30
ev-obm-product_spec-37product spec

Gold bullion from CIL plant text

2026-06-30
ev-obm-feed_source-38feed source

Captive Davyhurst gold mine/deposit group text

2026-06-30
ev-obm-feed_source-44feed source

Captive Davyhurst gold mine/deposit group text

2026-06-30
losses-taxRemaining carried-forward tax losses

27400000 AUD

2026-06-30
tax-basis-mineMine tax basis from temporary difference

71356333.333333 AUD

2026-06-30
tax-basis-ppePPE tax basis from temporary difference

175792000 AUD

2026-06-30
ev-obm-production_quarter-22production quarter

39552 oz

2026-06-30
ev-obm-production_fy-23production fy

140949 oz

2026-06-30
ev-obm-aisc-24aisc

3870 AUD/oz

2026-06-30
ev-obm-head_grade-25head grade

2.7 g/t

2026-06-30
ev-obm-recovery_pct-26recovery pct

92 %

2026-06-30
ev-obm-guidance-27guidance

125-140kozFY27 oz

2027-06-30
ev-obm-throughput-28throughput

1258483 t

2026-06-30
ev-obm-throughput-39throughput

1258483 t

2026-06-30
ev-obm-recovery_pct-40recovery pct

92 %

2026-06-30
fresh-sustaining_capex-54sustaining capex

56725000 AUD

2026-06-30
fresh-resource_tonnes-50resource tonnes

54800000 t

2026-04-01
fresh-resource_grade-51resource grade

2 g/t

2026-04-01
fresh-resource_contained-52resource contained

3570000 oz

2026-04-01
fresh-resource_date-53resource date

2026-04-01 date

2026-04-01
rounddam-pfs-ouncesPFS mine-plan gold

724000 oz Au

2026-04-01
rounddam-inferredPFS inferred share

68 %

None
rounddam-cashcostPFS shell cash cost

2800 AUD/oz Au

None
rounddam-yearsPFS mining duration

7.5 years

None
waihi-fid-goldFID mine-plan gold

160000 oz Au

None
ev-obm-royalty_type-47royalty type

Mineralroyalty text

2025-09-12
ev-obm-royalty_rate-48royalty rate

0.5 %

2025-09-12
ev-obm-underlying_asset-49underlying asset

Davystonnon-goldrights/WesCEF text

2025-09-12
ev-obm-underlying_stage-50underlying stage

Exploration text

2025-09-12
price-closeRaw close

1.4 AUD/share

2026-10-13
price-volumeVolume

5687154 shares

2026-10-13
gold-spotContinuous futures close

4177.2998046875 USD/oz Au

2026-10-13
gold-meanTrailing12month mean

4445.320311 USD/oz Au

2026-09-30
audusdAUD per USD inverse quotation

0.6941 USD/AUD

2026-10-10
Conflicts requiring judgment3
  • Round Dam reserve223koz vs233koz slide

    Use the audited detailed reserve table223koz; presentation headline233koz mixes the low-grade component and is not added to the group reserve.

  • Norton expiry20October vs30October

    Later audited annual and June report both disclose20October2026; use that latest term.

  • Waihi approved budget85m vs90m

    Latest annual/September schedule totals40+40+5=85m; earlier May90m has been superseded.