- Last 2026-10-13
- A$4.35
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$4.3B
- EV
- A$4.1B
- Cash
- A$409.2M
- Debt
- A$186.3M
Investment view
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Sign in or enter a guest codeAnnouncements
Latest 12 of 23All sources ▸- Application for quotation of securitiesCorporate Action
- September 2026 Quarter Production UpdateOperations
- Annual Report to ShareholdersResults
- Mining Forum Americas PresentationPresentation
- Mineral Resources and Ore Reserves UpdateResource Update
- Notification regarding unquoted securitiesCorporate Action
- Name Change and Consolidation ApprovedCorporate Action
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- June Quarter Activities PresentationPresentation
- PDI Closes Strategic Investment in Awale ResourcesTransaction
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- PDI & Robex Merger CompletedTransaction
Event calendar · next 12 months
3 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| 2026postminingpermitguidance; atrisk | Bankan final investment decision conditional on permit | Construction Or Commissioning | Company Guided | High | Requirespermit,conventionandfundingliquidityproof;notaconfirmedconstructiondate. |
| Q4CY2026issuerwindow | Bankan optimised execution and operating plan | Study | Company Guided | High | Resetscapex,minescheduleandinferred-relianceassumptionsbeforeFID. |
| LaterOctober2026 per5Octoberproductionrelease | September 2026 full quarterly activities and costs | Results | Company Guided | High | TestswhetherSeptembercashconversionandunitcostssupportself-fundedBankan. |
Executive roster
As of 2026-10-13Background checks ▸Latest annual leadership and key management tables, merger company secretary changes, and 11 September LTIP recipients. Andrew Pardey is now non-executive chair; departed executives are not retained as current executives.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Matthew Wilcox | Managing Director and Chief Executive Officer | Executive Director · Chief Executive | 2026-04-15 | Annual Report to Shareholders · PDI & Robex Merger Completed · Notification regarding unquoted securities |
| Alain William | Executive Director | Executive Director | 2026-04-15 | Annual Report to Shareholders · PDI & Robex Merger Completed · Notification regarding unquoted securities |
| Clinton Bennett | Chief Operating Officer | Operations | — | Annual Report to Shareholders · PDI & Robex Merger Completed · Notification regarding unquoted securities |
| Ross McLean | Chief Financial Officer | Finance | — | Annual Report to Shareholders · PDI & Robex Merger Completed · Notification regarding unquoted securities |
| Matthew Foy | Company Secretary | Company Secretary | 2026-04-15 | Annual Report to Shareholders · PDI & Robex Merger Completed · Notification regarding unquoted securities |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Bankan Gold Project
Guinea
Current Kaninko/Saman legal interest100%; statutory15% state free carry expected upon mining development. Exploitation permit pending. Annualreport says Argo90% earned, but revocation/renewal dispute and original NSR terms remain relevant; Argo is outside the coreNEB/BC reserve mine plan.
- Study
- DFS / reserve-only NI43-101
- Post-tax NPV (study prices, attributable)
- US$1.4bd
- NPV restated at our deck (attributable)
- Locked
- IRR
- 46%s
- Initial capex (100%)
- A$665.1md
- Capital intensity
- A$2,818/(oz/yr)d
- LoM AISC
- A$1,629/ozs
- Mine life
- 11.5 yrss
Gross reserve-only NPV, equityfunded with embedded initial463m and sustaining164.3m plusclosure39.6m; gold2400USD/oz. Future state15%applied only in valuation.
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated and Inferred | 103.6M t | 1.66g/t Au | Gold | 2026-06-30 |
| Ore Reserve | Probable | 51.6M t | 1.78g/t Au | Gold | 2026-06-30 |
Tenements4
Milestones2
- Optimised execution and operating planQ4CY26
Pending · High materiality
- Original Q2CY28start now conditional; updatedschedulepending
At Risk · High materiality
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Bankan exploitation permit | Guinea | Pending | — | Yes |
| Environmental Compliance Certificate approvedJanuary2025 | Guinea | Granted | — | Yes |
Economic studies2
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Bankan reserve-only NI43-101 technical DFS, effective31July2025 | DFS | Current | 2025-11-14 | Reserve-only2.712Moz output over11.5years. Tables22.1-22.3 setUS$2400/oz realQ12025 gold,5%discount,US$463m initial capital,164.3m sustaining and39.6m closure. Q42026 optimised plan pending. |
| Original Bankan DFS includes inferred production | DFS | Superseded | 2025-06-25 | Broader June2025 DFS envisages12.2years and249kozpa, with9.4%Inferred production. Retained as a disclosed conversion alternative; the later technicalreport supplies a separate reserve-only schedule. |
Core asset
Kiniero Gold Mine
Guinea
SMG interest85%, Guinea free-carried15%. Current mine operating;1.774Moz June contained reserve includes0.480Moz Mansounia Central and relevantSabali South ore subject to pending exploitation permits. Latest reserve schedule9.5years; resource conversion requires further work.
- Production annualised (attributable)
- 155.0k ozd
- Production (last FY, 100%)
- NM
- AISC (latest quarter)
- A$1,821/oz
- AISC margin at spot
- 70.0%m
- Delivery vs guidance
- NM
- Reserve life
- NM
- Head grade
- 0.69 g/t
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated and Inferred | 146.3M t | 0.91g/t Au | Gold | 2026-06-30 |
| Ore Reserve | Probable | 55.6M t | 0.99g/t Au | Gold | 2026-06-30 |
Tenements2
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Current mine exploitation permit | Guinea | Granted | — | No |
| Mansounia exploitationpermit awaitingpresidentialdecree | Guinea | Pending | — | No |
Material
Nampala Gold Mine
Mali
Current Nampala80%, Mali20%; short reserve inventory, CY26 production under pressure from ore access and cutbacks.
- Production annualised (attributable)
- 23.3k ozd
- Production (last FY, 100%)
- NM
- AISC (latest quarter)
- A$2,866/oz
- AISC margin at spot
- 52.7%m
- Delivery vs guidance
- NM
- Reserve life
- NM
- Head grade
- 0.63 g/t
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated and Inferred | 13.9M t | 0.67g/t Au | Gold | 2026-06-30 |
| Ore Reserve | Probable | 3.7M t | 0.54g/t Au | Gold | 2026-06-30 |
Tenements1
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Current mine exploitation permit | Mali | Granted | — | No |
Other
Awale Resources minority equity investment
Cote d Ivoire
11.6%holdinglatestannualandSeptemberpresentation; completion11.8%on29July,16,642,352shares. Rights suspendbelow10%. UnderlyingOdienneNewmontearning75%isAwale-levelcontract; PDI doesnotown11.6%of100%Odienne directly.
- Investee
- Awale Resources Limited TSXV:ARIC
- Holding
- 11.6%
- Shares held
- 16.64m
- Market value
- —
- % of holder's market cap
- —
- Cost basis
- US$10.0m
Other
Cote d Ivoire Santa Fe exploration joint venture
Cote d Ivoire
Hamana20% in the SantaFe JVholdingentity; SantaFe80%. No disclosed resource or economic study establishes saleable or operating value. Three licence interests total847km2; no direct ownership of Awale-heldOdienne is inferred.
- Ownership
- 20%r
- Commodity
- Aur
- Country
- CIr
- Best recent intercept (grade x width)
- —
- Metres drilled (12M)
- —
- Exploration spend (12M)
- —
Tenements3
d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
September reportedUS$405m cash and bullion includesUS$80m restricted cash andUS$39.5m bullion. Unrestricted consolidated cash isUS$285.5m, not wholly parent-owned. Nominal principalUS$130m plus ordinary interest and bounded additional gold-linked interest remain separate claims. Bankan permit, mine plan and funding calendar require scenario analysis.
Inventory composition1
Latest405mUSDheadlineincludes285.5munrestrictedcash,80mrestrictedand39.5mbullion;bullioninventoryvaluationatreported4176USD/ozincludesrounding. AuditedJuneinventory62.919mUSDcontainsmultipleitemssoisnotaddedagain.
- Septembergoldbulliononhand,9464ozoutsidecash
- — carrying · 9,464 oz
Capital structure
Ownership and dilution
- Ordinary shares
- 988.3M
- Fully diluted
- 1B
988,014,707 ordinary shares on10September plus235,860 option-conversion shares issued12October equals988,250,567. Gross potential dilution adds9,473,710 options,19,655,000 warrants,157,240 restricted units and2,157,323 rights, giving1,019,693,840. Gross potentialshares are not unconditional exercise proceeds.
Security classes7
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Ordinary fully paid shares | Ordinary Share | 988.3M | — | — |
| Unlisted options @ A$2.36 | Option | 86.5K | A$2.36 | 2027-07-11 |
| Unlisted options @ A$1.90 | Option | 345.9K | A$1.9 | 2028-09-21 |
| Remaining unlisted options @ A$1.40 | Option | 9M | A$1.4 | 2027-12-09 |
| Robex replacement warrants @ A$1.80 | Option | 19.7M | A$1.8 | 2028-04-15 |
| Director restricted share units | Performance Right | 157.2K | — | — |
| Performance rights expiring31December2029 | Performance Right | 2.2M | — | 2029-12-31 |
KPI history
Operating metrics · Kiniero Gold Mine
| Metric | Unit | Trend | March 2026 | June 2026 | September 2026 |
|---|---|---|---|---|---|
| Kiniero gross quarterly poured gold | oz | 38,178 | 54,252 | 45,599 | |
| Kiniero quarterly AISC | USD/oz | 1,043 | 1,254 | — |
KPI history
Operating metrics · Nampala Gold Mine
| Metric | Unit | Trend | March 2026 | June 2026 | September 2026 |
|---|---|---|---|---|---|
| Nampala gross quarterly poured gold | oz | 10,000 | 9,774 | 7,267 | |
| Nampala quarterly AISC | USD/oz | 1,699 | 1,974 | — |
Operating metric source table12
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Kiniero gross quarterly poured gold | Kiniero | March 2026 quarter | Quarter | 38,178 oz | Reported |
| Kiniero gross quarterly poured gold | Kiniero | June 2026 quarter | Quarter | 54,252 oz | Reported |
| Kiniero gross quarterly poured gold | Kiniero | September 2026 quarter | Quarter | 45,599 oz | Reported |
| Kiniero quarterly AISC | Kiniero | March 2026 quarter | Quarter | 1,043 USD/oz | Reported |
| Kiniero quarterly AISC | Kiniero | June 2026 quarter | Quarter | 1,254 USD/oz | Reported |
| Nampala gross quarterly poured gold | Nampala | March 2026 quarter | Quarter | 10,000 oz | Reported |
| Nampala gross quarterly poured gold | Nampala | June 2026 quarter | Quarter | 9,774 oz | Reported |
| Nampala gross quarterly poured gold | Nampala | September 2026 quarter | Quarter | 7,267 oz | Reported |
| Nampala quarterly AISC | Nampala | March 2026 quarter | Quarter | 1,699 USD/oz | Reported |
| Nampala quarterly AISC | Nampala | June 2026 quarter | Quarter | 1,974 USD/oz | Reported |
| Unrestricted consolidated cash | Company | 30June2026 | Point In Time | 193,737,000 USD | Reported |
| Unrestricted consolidated cash | Company | 30September2026 | Point In Time | 285,500,000 USD | Source Derived |
Company guidance3
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Goldproduction / AISC | Company | CY2026, includespremergerproduction | 198,000 | 220,000 ozgross | Current |
| Goldproduction / AISC | kiniero | CY2026, includespremergerproduction | 157,000 | 174,000 ozgross | Current |
| Goldproduction / AISC | nampala | CY2026, includespremergerproduction | 41,000 | 46,000 ozgross | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-10-12 | Raising | A$330.2K | 235.9K | — | Completed | — |
| 2026-04-15Ann. 2026-04-17 | Debt | US$130M | — | — | Ongoing | — |
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.
Annualnotes17/18/24/28,consolidation/merger,currentresourcepermitdisclosuresandBankantechnicalownership. No standalonegold/fxhedgeorstreamdisclosed;Sprottgoldlinkedfinanceisboundedadditionalinterest,notunlimitedgoldhedge. LegacyexplorationNSR1-2% contingentandnotcurrentproducingNampalaore.
Guinea current15%freecarried interest inSMG, issuer85%.
Free Carry · Active- Counterparties
- Government of Guinea
- Applies to
- Kiniero Gold Mine · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Stateinterest: 15 %
No valuation treatment is available for this arrangement.
Mali current20%interest, issuer80%; appliesonce inDCF.
Free Carry · Active- Counterparties
- Government of Mali
- Applies to
- Nampala Gold Mine · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Stateinterest: 20 %
No valuation treatment is available for this arrangement.
Hamana currentlywhollyowned. MiningCodeanticipates15%statecarryonexploitationgrant; future85%valuationinterestseparatefromcurrent100%ledger.
Free Carry · Conditional- Counterparties
- Government of Guinea
- Applies to
- Bankan Gold Project · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Futurestatecarry: 15 %
No valuation treatment is available for this arrangement.
State5%,SOGUIPAMI0.5%,localdevelopment1% total6.5%ofsales.
Royalty · Active- Counterparties
- Government of Guinea · SOGUIPAMI · Local authorities
- Applies to
- Kiniero Gold Mine · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- State: 5 %
SOGUIPAMI: 0.5 %
Localdevelopment: 1 %
No valuation treatment is available for this arrangement.
Technicalstudy assumes5%state plus1%local contribution. Current Guinean royalty disclosures also identify0.5%SOGUIPAMI. Final Bankan miningconvention pending; both legal and fiscal treatment remain conditional.
Royalty · Conditional- Counterparties
- Government of Guinea · Local authorities
- Applies to
- Bankan Gold Project · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Studystateandlocal: 6 %
No valuation treatment is available for this arrangement.
Progressiveadvaloremplus1%ISCPand3.75%miningfunds. AppliedpricebracketsinthefiniteDCF.
Royalty · Active- Counterparties
- Government of Mali
- Applies to
- Nampala Gold Mine · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- BasicISCP: 1 %
Advalorem1600to2000: 6 %
Advalorem2001to2500: 7.5 %
Eachadditional500USD: 0.5 %
Miningfunds: 3.75 %
No valuation treatment is available for this arrangement.
0.5%KiniéroprivateroyaltyboughtbackandextinguishedFY26; nofuturechargeandpastcostalreadyincash.
Royalty · Terminated- Counterparties
- Kiniéro private royalty holder
- Applies to
- Kiniero Gold Mine · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Extinguishedrate: 0.5 %
This arrangement has ended; no current valuation treatment is required.
PentaNSR3%first150koz,3.25%next150koz,3.5%thereafter, plus0.5%private. Buyback optionsunexercised atJune; exploitationpermits pending. Terms are tied to relevantdepositproduction.
Royalty · Conditional- Counterparties
- Penta Goldfields Company S.A. · Mansounia private royalty holder
- Applies to
- Kiniero Gold Mine · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- First150koz: 3 %
Next150koz: 3.25 %
Beyond300koz: 3.5 %
Private: 0.5 %
No valuation treatment is available for this arrangement.
Secured130mUSDnominalfullydrawnfacility;cashinterestSOFRfloor3.5%plus6.5%;principalpaymentsstart31March2027;2030maturityconditionalonMansouniapermitbeforeMarch2029else2029. Parentguarantee aftermerger.
Other · Active- Counterparties
- Sprott Private Resource Lending
- Applies to
- Kiniero Gold Mine · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Principal: 130,000,000 USD
Ratefloor: 10 %
Goldlinkedozquarter: 4,667 oz
Pricefloor: 2,050 USD/oz
Baseprice: 1,900 USD/oz
Liquidityreserve: 80,000,000 USD
No valuation treatment is available for this arrangement.
Domesticrefiningdecree8July26 transitionexpired6October;95.5%minimumgoldpuritybeforeexport. NormalexportthroughSeptemberdisclosed;posttransitioncashconversionproofnotyetavailable.
Tolling Or Processing · Active- Counterparties
- Government of Guinea · Authorised Guinean refinery
- Applies to
- Kiniero Gold Mine · Bankan Gold Project · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Minimumexportpurity: 95.5 %
No valuation treatment is available for this arrangement.
Investorparticipation/topupinformationandtechnicalcommittee rights; suspendedbelow10%, terminatedafter12continuousmonthsbelow10%; nofundingobligationassumed.
Strategic Partnership · Active- Counterparties
- Awale Resources Limited
- Applies to
- Awale Resources minority equity investment · Gold
- Economic direction
- Benefit
- Period
- Dates not stated
- Key terms
- Currentshareholding: 11.6 %
Rightsthreshold: 10 %
Terminationbelowthreshold: 12 months
No valuation treatment is available for this arrangement.
Hamana holds20% in the SantaFe JV entity; SantaFe holds80%. Exploration-stage interest without disclosed mine economics.
Joint Venture · Active- Counterparties
- Santa Fe Mining Limited
- Applies to
- Cote d Ivoire Santa Fe exploration joint venture · Gold
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- PDIindirectinterest: 20 %
No valuation treatment is available for this arrangement.
Originaltechnicalterms progressive90%earnin forUS$100000, remaining10%acquisition upondecisiontomine for2%NSR. Annualreport describes90%alreadyearned. Argo/Bokoropermitrevocations remain disputed; originalterms and currentstatus are distinguished.
Earn In · Conditional- Counterparties
- Argo permit holders
- Applies to
- Bankan Gold Project · Gold
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- Conditionalearnin: 90 %
Earningconsideration: 100,000 USD
DecisiontomineNSR: 2 %
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
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Management background checks
The combined team has issuer-reported West African mine-building and operating experience, including the Kiniéro start. Material historical safety incidents, a prior ramp-up shortfall, and unresolved investigation outcomes constrain confidence; individual responsibility for those incidents is not established.
Decision-relevant facts
Material summary
Matthew Wilcox
Managing Director and Chief Executive Officer
Kiniéro reached production
PDI reported that Robex completed Kiniéro construction on schedule and budget, with first gold in December 2025 and commercial production in February 2026; the mine poured 92,430 ounces in the first half of 2026.
Role overlaps event; causation unproven · The company describes a team outcome during the executive’s reported role; the individual share of the outcome and independent verification are limited.
Abujar contractor fatality during Tietto tenure
Tietto reported a contractor employee died at Abujar on 28 August 2023. Tietto said it investigated with Ivorian authorities and described additional fatigue awareness and safety measures. The final investigation and regulator findings were not located.
Role overlaps event; causation unproven · Wilcox was CEO, but the sources do not establish personal fault or individual causation.
Abujar output fell below original H2 forecast
Tietto forecast 105,000–120,000 ounces for July–December 2023; its annual report records 33,753 ounces in the September quarter and 35,553 in the December quarter, totalling 69,306 ounces. It cited insufficient pre-stripping, unexpected artisanal depletion, customs-related fleet delays and wet conditions.
Role overlaps event; causation unproven · Company results while Wilcox was CEO; contribution of individual decisions was not established.
Additional mining-company directorship
Toubani Resources reported Wilcox’s appointment as non-executive director in May 2024 and his re-election in May 2026. Toubani is developing the Kobada gold project in Mali; exact continued service at the cutoff and any conflict-management arrangements were not independently verified.
Individual involvement documented · Directorship documented by issuer; no conflict or impropriety is established.
Mali tax and customs settlement
Robex’s prospectus says a September 2024 settlement resolved Nampala income-tax and customs disputes for periods before the end of 2023. It records a payment of about US$17 million and foregoing VAT credits worth about US$8.5 million, and reports the February 2025 signing of a new mining convention. A settlement does not itself establish misconduct.
Role overlaps event; causation unproven · The executive held a Robex leadership role during the settlement; the executive’s specific role in the underlying disputes is not established.
Evidence gaps · 7
- Independent credentials and professional membership were not confirmed with institutions.
- Prior-employer dates, outcomes and personal contributions require broader independent corroboration.
- Court, regulator and local-language records across relevant jurisdictions were not comprehensively reviewed; this is a limited public-source screen.
- The final Abujar fatality investigation and any Ivorian regulatory response were not found.
- The Robex circular describes CEO appointment from 17 June 2024 and board service from 27 June 2024; those are separate roles.
- Toubani directorship continuation at the cutoff and any conflict-management arrangements were not independently confirmed.
- The review reused broad name-and-employer searches across topics; dedicated searches of each topic for each former employer and every jurisdiction were not completed.
Alain William
Executive Director, Chief Legal and Government Relations Officer
Nampala security incident during Robex CFO tenure
Robex reported that an incident involving a gendarme and artisanal miners in December 2022 led to one death and one injury, followed by temporary suspension. The 2026 information form says production was delayed about three days. A local witness account differs on who fired; the final official investigation outcome was not found.
Role overlaps event; causation unproven · William was Robex CFO at the time; no evidence establishes his personal involvement, responsibility, or conduct in the security incident.
Vendor dispute settled
Robex disclosed an April 2025 settlement with certain vendors over its 2022 Sycamore acquisition, including C$1 million cash and 12.5 million warrants, which it accounted for as legal claim expenses. The filing does not establish executive wrongdoing.
Role overlaps event; causation unproven · William was CFO during the acquisition and settlement; his specific role in the dispute is not established.
Mali tax and customs settlement
Robex’s prospectus says a September 2024 settlement resolved Nampala income-tax and customs disputes for periods before the end of 2023. It records a payment of about US$17 million and foregoing VAT credits worth about US$8.5 million, and reports the February 2025 signing of a new mining convention. A settlement does not itself establish misconduct.
Role overlaps event; causation unproven · The executive held a Robex leadership role during the settlement; the executive’s specific role in the underlying disputes is not established.
Evidence gaps · 5
- Independent credentials and professional membership were not confirmed with institutions.
- Prior-employer dates, outcomes and personal contributions require broader independent corroboration.
- Court, regulator and local-language records across relevant jurisdictions were not comprehensively reviewed; this is a limited public-source screen.
- Final official Nampala incident investigation and competing witness accounts were not resolved; service-role responsibilities are limited.
- The review reused broad name-and-employer searches across topics; dedicated searches of each topic for each former employer and every jurisdiction were not completed.
Clinton Bennett
Chief Operating Officer
Kiniéro reached production
PDI reported that Robex completed Kiniéro construction on schedule and budget, with first gold in December 2025 and commercial production in February 2026; the mine poured 92,430 ounces in the first half of 2026.
Role overlaps event; causation unproven · The company describes a team outcome during the executive’s reported role; the individual share of the outcome and independent verification are limited.
Abujar fatality preceded scheduled COO start
Tietto reported an Abujar contractor fatality on 28 August 2023. Its 30 October quarterly report states Bennett commenced as COO in October 2023, after the fatality; the exact day and his role in the later review were not established.
Employer context; no individual link established · The fatality preceded his issuer-confirmed October COO commencement; no involvement or individual fault is inferred.
Three September-quarter injuries
PDI reported three recordable injuries in the September 2026 quarter and a 12-month TRIFR increase from 1.8 to 2.0. This is company-reported and the underlying incident investigations were not obtained.
Role overlaps event; causation unproven · The COO role overlaps the period; the causes and individual responsibility are not established.
Evidence gaps · 5
- Independent credentials and professional membership were not confirmed with institutions.
- Prior-employer dates, outcomes and personal contributions require broader independent corroboration.
- Court, regulator and local-language records across relevant jurisdictions were not comprehensively reviewed; this is a limited public-source screen.
- The review reused broad name-and-employer searches across topics; dedicated searches of each topic for each former employer and every jurisdiction were not completed.
- The exact October 2023 COO start day and any role in the later safety review remain unverified; the month was confirmed by the quarterly report.
Ross McLean
Chief Financial Officer
Cash and operating revenues disclosed
PDI reported September-quarter gold sales of US$282.9 million and cash and bullion of US$404.6 million at 30 September 2026. This is a company outcome, affected by gold prices and sales timing.
Role overlaps event; causation unproven · CFO role overlaps the quarter; individual contribution is not separated from market prices, production and sales timing.
Evidence gaps · 4
- Independent credentials and professional membership were not confirmed with institutions.
- Prior-employer dates, outcomes and personal contributions require broader independent corroboration.
- Court, regulator and local-language records across relevant jurisdictions were not comprehensively reviewed; this is a limited public-source screen.
- The review reused broad name-and-employer searches across topics; dedicated searches of each topic for each former employer and every jurisdiction were not completed.
Matthew Foy
Company Secretary
Secretary transition and annual report wording
The 17 April merger announcement says Foy replaced Ian Hobson as PDI secretary on completion. The annual report identifies an appointment on 15 April 2026 but also states Foy held the office throughout the financial year; the latter wording conflicts with the dated transition.
Responsibility not applicable · This is an issuer disclosure inconsistency; it does not establish a compliance violation by Foy.
Evidence gaps · 5
- Independent credentials and professional membership were not confirmed with institutions.
- Prior-employer dates, outcomes and personal contributions require broader independent corroboration.
- Court, regulator and local-language records across relevant jurisdictions were not comprehensively reviewed; this is a limited public-source screen.
- The issuer annual-report statement of holding the office throughout the year conflicts with its stated April appointment; no underlying filing was located that explains the inconsistency.
- The review reused broad name-and-employer searches across topics; dedicated searches of each topic for each former employer and every jurisdiction were not completed.
Dimitrios Felekis
Chief Development Officer
Kiniéro reached production
PDI reported that Robex completed Kiniéro construction on schedule and budget, with first gold in December 2025 and commercial production in February 2026; the mine poured 92,430 ounces in the first half of 2026.
Role overlaps event; causation unproven · The company describes a team outcome during the executive’s reported role; the individual share of the outcome and independent verification are limited.
Abujar project-design role
The April 2026 presentation says Felekis worked on the Abujar project; PDI’s management biography identifies him as former project and design manager. Tietto reported first gold in January 2023. Precise responsibilities, tenure dates and independent attribution of outcomes remain unverified.
Role overlaps event; causation unproven · Project role reported by the issuer; no individual contribution to a specific outcome independently demonstrated.
Evidence gaps · 5
- Independent credentials and professional membership were not confirmed with institutions.
- Prior-employer dates, outcomes and personal contributions require broader independent corroboration.
- Court, regulator and local-language records across relevant jurisdictions were not comprehensively reviewed; this is a limited public-source screen.
- Exact appointment date and role continuity as at 31 October 2026 are not independently established; the April dated team announcement and undated issuer page identify the role.
- The review reused broad name-and-employer searches across topics; dedicated searches of each topic for each former employer and every jurisdiction were not completed.
Justin Rivers
Chief Exploration Officer
Prior competent-person responsibility
Lithium Universe’s 2024 half-year report identifies Rivers as its head of geology and a consenting competent person for exploration results, with issuer-reported AusIMM professional membership. His current membership was not independently confirmed.
Individual involvement documented · The signed issuer disclosure directly names his technical reporting role; present professional status is not independently established.
Evidence gaps · 5
- Independent credentials and professional membership were not confirmed with institutions.
- Prior-employer dates, outcomes and personal contributions require broader independent corroboration.
- Court, regulator and local-language records across relevant jurisdictions were not comprehensively reviewed; this is a limited public-source screen.
- Exact appointment date and role continuity as at 31 October 2026 are not independently established; the April dated team announcement and undated issuer page identify the role.
- The review reused broad name-and-employer searches across topics; dedicated searches of each topic for each former employer and every jurisdiction were not completed.
Gwendal Bonno
Chief Human Resources Officer
Robex people role
Robex disclosed Bonno as its people and communications general manager from 26 June 2023, providing services through GPC SA Group. The service arrangement is disclosure, not evidence of impropriety.
Individual involvement documented · Service and employment arrangements are recorded in the issuer circular; independent assessment of terms was not performed.
Evidence gaps · 5
- Independent credentials and professional membership were not confirmed with institutions.
- Prior-employer dates, outcomes and personal contributions require broader independent corroboration.
- Court, regulator and local-language records across relevant jurisdictions were not comprehensively reviewed; this is a limited public-source screen.
- Exact appointment date and role continuity as at 31 October 2026 are not independently established; the April dated team announcement and undated issuer page identify the role.
- The review reused broad name-and-employer searches across topics; dedicated searches of each topic for each former employer and every jurisdiction were not completed.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-09-09 · 988,014,707 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 22.92% | 226,418,448 | |
| 2 | 13.52% | 133,604,553 | |
| 3 | 13.12% | 129,627,146 | |
| 4 | 12.11% | 119,670,557 | |
| 5 | 9.45% | 93,362,934 | |
| 6 | 7.18% | 70,978,986 | |
| 7 | 3.00% | 29,631,236 | |
| 8 | 2.37% | 23,414,362 | |
| 9 | 1.45% | 14,309,016 | |
| 10 | 1.35% | 13,345,134 | |
| 11 | 0.83% | 8,162,632 | |
| 12 | 0.70% | 6,961,686 | |
| 13 | 0.40% | 3,931,000 | |
| 14 | 0.36% | 3,597,305 | |
| 15 | 0.34% | 3,353,583 | |
| 16 | 0.32% | 3,207,922 | |
| 17 | 0.29% | 2,900,702 | |
| 18 | 0.29% | 2,842,553 | |
| 19 | 0.29% | 2,842,553 | |
| 20 | 0.25% | 2,488,966 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 5.05%Voting power | 2026-10-09 | |
| 5.04%Voting power | 2026-09-18 |
Sources & review notesEvidence checked through 2026-10-31
Coverage and limitations
- Substantial-holder view is partial: other earlier notices, including Perseus and Helikon, have not been fully reconciled with the September consolidation and subsequent activity.
- Registered accounts can represent nominees and custodians; group relevant interests can overlap them and should not be added.
- The source has two identically named Barry rows, distinguished here by entry number.
- The September account list is post-consolidation and historical; later capital changes can affect its percentages.
Sources
- 2026 annual report
PDI Gold Limited via ASX · Published 2026-09-30 · Accessed 2026-10-31
Twenty largest account holders and capital at 9 September.
downloads/PDI/2026/2026-09-30_Annual Report to Shareholders_47b7934ff7c01a8a.pdf, PDF page 152
- Vanguard initial substantial holder notice
PDI Gold Limited via ASX · Published 2026-09-24 · Accessed 2026-10-31
49,798,282 shares and 5.040% voting power as of 18 September.
downloads/PDI/2026/2026-09-24_Becoming a substantial holder_d47877b25a1988d7.pdf, page 1
- State Street initial substantial holder notice
PDI Gold Limited via ASX · Published 2026-10-13 · Accessed 2026-10-31
49,935,883 shares and 5.05% voting power as of 9 October.
downloads/PDI/2026/2026-10-13_Becoming a substantial holder_84027fc6b3146b1d.pdf, page 1
Disclosed activity
Insider transactions
Trading activity30 buys · 1 sell shownNet cash last 12 months A$38.4mShow chartHide chart
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2026-09-23 | Citigroup Global Markets Limited
Details & evidence for Citigroup Global Markets Limited on 2026-09-23Decrease in disclosed relevant interest; the notice combines securities lending and ordinary-course market-contract interests, so this is not classified as a cash sale. As disclosed: Citigroup Global Markets Limited holds a decreased relevant interest in these shares pursuant to contracts entered into subject to an obligation to return under a securities lending agreement and pursuant to contracts entered into in the ordinary course of business on a stock market of a stock exchange, containing no terms and conditions other than standard terms and conditions.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 22,499,148 | —Not Disclosed | — | 25,895,711 |
| 2026-09-23 | Citigroup Global Markets Inc
Details & evidence for Citigroup Global Markets Inc on 2026-09-23Increase in disclosed relevant interest under securities lending; not a confirmed beneficial share purchase. As disclosed: Citigroup Global Markets Inc holds an increased relevant interest in these shares pursuant to contracts entered into subject to an obligation to return under a securities lending agreement.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 84,500 | —Not Disclosed | — | 3,280,503 |
| 2026-09-23 | Citigroup Global Markets Australia Pty Limited
Details & evidence for Citigroup Global Markets Australia Pty Limited on 2026-09-23Increase in disclosed relevant interest, not a confirmed beneficial share purchase; the notice combines stock-lending and ordinary-course market-contract interests. As disclosed: Citigroup Global Markets Australia Pty Limited holds an increased relevant interest in these shares pursuant to contracts entered into subject to an obligation to return under a securities lending agreement and pursuant to contracts entered into in the ordinary course of business on a stock market of a stock exchange, containing no terms and conditions other than standard terms and conditions.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 131,796 | —Not Disclosed | — | 4,154,556 |
| 2026-08-07 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-08-07Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 2,200,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 2,200,000 | AUD 1,665,117.17 | AUD 0.7563Disclosed price | — |
| 2026-08-05 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-08-05Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 2,200,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 2,200,000 | AUD 1,549,525.31 | AUD 0.7038Disclosed price | — |
| 2026-08-03 | Citigroup Global Markets Limited
Details & evidence for Citigroup Global Markets Limited on 2026-08-03Increase in disclosed relevant interest under securities-lending and ordinary-course market contracts; the 31 July Form 603 does not list an opening amount for this entity, so none is inferred. As disclosed: Citigroup Global Markets Limited holds an increased relevant interest under contracts subject to an obligation to return under a securities lending agreement and ordinary-course stock-market contracts on standard terms.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 2,476,902 | —Not Disclosed | — | — |
| 2026-08-03 | Citigroup Global Markets Inc
Details & evidence for Citigroup Global Markets Inc on 2026-08-03Change in disclosed relevant interest under securities lending; not a confirmed cash sale. As disclosed: Citigroup Global Markets Inc holds a decreased relevant interest under contracts subject to an obligation to return under a securities lending agreement.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 160,296 | —Not Disclosed | — | 6,351,709 |
| 2026-08-03 | Citibank, N.A. Sydney Branch
Details & evidence for Citibank, N.A. Sydney Branch on 2026-08-03One of two 3 August increases for the same entity; no intermediate account balance is disclosed. The filing describes collateral securities subject to return, not a confirmed beneficial share purchase. As disclosed: Citibank, N.A. Sydney Branch holds an increased relevant interest as Agent Lender and holder of collateral securities subject to an obligation to return under a securities lending agreement.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 18,134,963 | —Not Disclosed | — | — |
| 2026-08-03 | Citibank, N.A. Sydney Branch
Details & evidence for Citibank, N.A. Sydney Branch on 2026-08-03One of two 3 August increases for the same entity; no intermediate account balance is disclosed. Not a confirmed beneficial share purchase. As disclosed: Citibank, N.A. Sydney Branch holds an increased relevant interest acting as Agent Lender and holder of securities subject to an obligation to return under a securities lending agreement.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 846,595 | —Not Disclosed | — | — |
| 2026-08-03 | Citigroup Global Markets Australia Pty Limited
Details & evidence for Citigroup Global Markets Australia Pty Limited on 2026-08-03Change in disclosed relevant interest under securities-lending and ordinary-course market contracts; not a confirmed cash sale. As disclosed: Citigroup Global Markets Australia Pty Limited holds a decreased relevant interest under contracts subject to an obligation to return under a securities lending agreement and ordinary-course stock-market contracts on standard terms.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 102,607,125 | —Not Disclosed | — | 130,072,401 |
| 2026-07-27 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-27Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 3,097,242 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 3,097,242 | AUD 2,085,908.80 | AUD 0.6733Disclosed price | — |
| 2026-07-24 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-24Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 3,017,499 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 3,017,499 | AUD 1,907,085.15 | AUD 0.6318Disclosed price | — |
| 2026-07-23 | Citigroup Global Markets Limited
Details & evidence for Citigroup Global Markets Limited on 2026-07-23Change in disclosed relevant interest under securities-lending and ordinary-course market contracts; not a confirmed cash sale. As disclosed: Citigroup Global Markets Limited holds a decreased relevant interest under contracts subject to an obligation to return under a securities lending agreement and ordinary-course stock-market contracts on standard terms.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 131,402,677 | —Not Disclosed | — | 109,539,702 |
| 2026-07-23 | Citigroup Global Markets Inc
Details & evidence for Citigroup Global Markets Inc on 2026-07-23Change in disclosed relevant interest under securities lending; not a confirmed beneficial share purchase. As disclosed: Citigroup Global Markets Inc holds an increased relevant interest under contracts subject to an obligation to return under a securities lending agreement.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 3,139,234 | —Not Disclosed | — | 6,035,400 |
| 2026-07-23 | Citibank, N.A. Sydney Branch
Details & evidence for Citibank, N.A. Sydney Branch on 2026-07-23Change in disclosed relevant interest under securities lending; not a confirmed beneficial share purchase. As disclosed: Citibank, N.A. Sydney Branch holds an increased relevant interest in these shares acting as Agent Lender and as holder of securities subject to an obligation to return under a securities lending agreement.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 671,812 | —Not Disclosed | — | 1,853,001 |
| 2026-07-23 | Citigroup Global Markets Australia Pty Limited
Details & evidence for Citigroup Global Markets Australia Pty Limited on 2026-07-23Change in disclosed relevant interest under securities-lending and ordinary-course market contracts; not a confirmed cash sale. As disclosed: Citigroup Global Markets Australia Pty Limited holds a decreased relevant interest under contracts subject to an obligation to return under a securities lending agreement and ordinary-course stock-market contracts on standard terms.
Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide · related body corporate in the Citigroup group, as disclosed Ceasing to be a substantial holder ↗ | ContractOrdinary Fully Paid | 6,693,771 | —Not Disclosed | — | 17,272,693 |
| 2026-07-21 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-21Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 2,000,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 2,000,000 | AUD 1,289,382.37 | AUD 0.6444Disclosed price | — |
| 2026-07-21 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-21Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 2,534,305 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 2,534,305 | AUD 1,636,147.54 | AUD 0.6455Disclosed price | — |
| 2026-07-20 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-20Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 250,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 250,000 | AUD 155,031.00 | AUD 0.62Disclosed price | — |
| 2026-07-20 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-20Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 4,583,256 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 4,583,256 | AUD 2,873,731.76 | AUD 0.6266Disclosed price | — |
| 2026-07-17 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-17Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 568,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 568,000 | AUD 346,549.30 | AUD 0.61Disclosed price | — |
| 2026-07-17 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-17Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 2,903,256 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 2,903,256 | AUD 1,786,371.70 | AUD 0.6149Disclosed price | — |
| 2026-07-16 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-16Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 1,083,256 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,083,256 | AUD 688,746.90 | AUD 0.6354Disclosed price | — |
| 2026-07-16 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-16Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 750,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 750,000 | AUD 479,911.46 | AUD 0.6398Disclosed price | — |
| 2026-07-15 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-15Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 903,804 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 903,804 | AUD 595,129.16 | AUD 0.6583Disclosed price | — |
| 2026-07-14 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-14Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 1,663,015 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,663,015 | AUD 1,098,341.68 | AUD 0.6603Disclosed price | — |
| 2026-07-09 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-09Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 3,215,241 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 3,215,241 | AUD 2,186,941.96 | AUD 0.6797Disclosed price | — |
| 2026-07-08 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-07-08Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 4,736,811 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 4,736,811 | AUD 3,239,402.64 | AUD 0.6834Disclosed price | — |
| 2026-06-29 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-29Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 542,146 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 542,146 | AUD 385,066.80 | AUD 0.7101Disclosed price | — |
| 2026-06-29 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-29Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 300,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 300,000 | AUD 212,356.13 | AUD 0.7075Disclosed price | — |
| 2026-06-26 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-26Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 5,085,533 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 5,085,533 | AUD 3,583,649.69 | AUD 0.7045Disclosed price | — |
| 2026-06-26 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-26Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 750,492 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 750,492 | AUD 526,797.20 | AUD 0.7016Disclosed price | — |
| 2026-06-25 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-25Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 1,500,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,500,000 | AUD 1,095,547.50 | AUD 0.73Disclosed price | — |
| 2026-06-25 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-25Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 250,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 250,000 | AUD 180,096.01 | AUD 0.7202Disclosed price | — |
| 2026-06-17 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-17Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. Sale proceeds are stored as a positive cash amount; the filing prefixes the cash figure with a minus sign to denote disposal. As disclosed: On market sale; -AUD 1,665,060.42 cash (being A$0.9793 per share); 1,700,542 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | SaleFully paid ordinary shares | 1,700,542 | AUD 1,665,060.42 | AUD 0.9793Disclosed price | — |
| 2026-06-11 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-11Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 2,004,011 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 2,004,011 | AUD 1,459,223.38 | AUD 0.7279Disclosed price | — |
| 2026-06-10 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-10Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 3,121,551 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 3,121,551 | AUD 2,377,869.12 | AUD 0.7612Disclosed price | — |
| 2026-06-09 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-06-09Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 1,559,603 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,559,603 | AUD 1,184,972.12 | AUD 0.7596Disclosed price | — |
| 2026-05-29 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-05-29Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 2,500,000 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 2,500,000 | AUD 1,851,295.00 | AUD 0.74Disclosed price | — |
| 2026-05-29 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-05-29Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 1,079,244 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,079,244 | AUD 798,880.15 | AUD 0.74Disclosed price | — |
| 2026-05-28 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-05-28Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 2,503,281 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 2,503,281 | AUD 1,777,399.46 | AUD 0.7098Disclosed price | — |
| 2026-05-21 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-05-21Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 1,352,630 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 1,352,630 | AUD 981,343.21 | AUD 0.725Disclosed price | — |
| 2026-04-30 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-04-30Pre-5:1 consolidation shares; transaction-level registered account is not disclosed. As disclosed: On market purchase; 70,022 fully paid ordinary shares listed on ASX.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | PurchaseFully paid ordinary shares | 70,022 | AUD 64,789.78 | AUD 0.925Disclosed price | — |
Disclosed holding observations8 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 |
|---|---|---|---|---|
| 2026-09-23 | Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide
Details & evidence for Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide on 2026-09-23Group aggregate relevant-interest balance derived from the 22 September position and the three 23 September changes. The 605 states cessation but does not publish a final total or percentage.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ Ceasing to be a substantial holder ↗ | FinalOrdinary Fully Paid | 35,256,501 | — |
| 2026-09-22 | Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide
Details & evidence for Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide on 2026-09-22Aggregate group relevant-interest position. The constituent amounts include lending and market-contract interests and are not separately recorded as beneficial-holder positions.
Becoming a substantial holder ↗ Becoming a substantial holder ↗ | ThresholdOrdinary Fully Paid | 57,539,353 | 5.82%Voting Power |
| 2026-08-07 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-08-07Present aggregate position disclosed by the Form 604: 633,865,060 shares and 12.8310% voting power, based on 4,940,077,185 fully paid ordinary shares on issue. Section 4 names Helikon Long Short Equity Fund Master ICAV as registered holder. Figures are pre-5:1 consolidation.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ Change in substantial holding ↗ Change in substantial holding ↗ Change in substantial holding ↗ | FinalFully paid ordinary shares | 633,865,060 | 12.83%Voting Power |
| 2026-08-03 | Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide
Details & evidence for Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide on 2026-08-03Derived aggregate group relevant-interest balance after the 3 August changes; securities-lending, collateral and market-contract interests are not beneficial ownership. The form reports cessation but not a final aggregate position.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ Ceasing to be a substantial holder ↗ | FinalOrdinary Fully Paid | 166,909,755 | — |
| 2026-07-31 | Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide
Details & evidence for Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide on 2026-07-31Initial threshold position includes securities-lending and ordinary-course market-contract relevant interests; it is not a beneficial ownership snapshot. Pre-5:1 consolidation shares.
Becoming a substantial holder ↗ Becoming a substantial holder ↗ | ThresholdOrdinary Fully Paid | 248,218,716 | 5.02%Voting Power |
| 2026-07-23 | Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide
Details & evidence for Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide on 2026-07-23Derived aggregate group relevant-interest balance after the 23 July changes; securities-lending and market-contract interests are not beneficial ownership. The form reports cessation but not a final aggregate position.
Becoming a substantial holder ↗ Ceasing to be a substantial holder ↗ Ceasing to be a substantial holder ↗ | FinalOrdinary Fully Paid | 134,700,796 | — |
| 2026-07-13 | Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide
Details & evidence for Citigroup Global Markets Australia Pty Limited and related bodies corporate in the Citigroup group of companies worldwide on 2026-07-13Initial threshold position includes securities-lending and ordinary-course market-contract relevant interests; it is not a beneficial ownership snapshot. Pre-5:1 consolidation shares.
Becoming a substantial holder ↗ Becoming a substantial holder ↗ Becoming a substantial holder ↗ | ThresholdOrdinary Fully Paid | 268,986,198 | 5.45%Voting Power |
| 2026-04-22 | Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities)
Details & evidence for Helikon Investments Limited, Helikon Investments Holdings Company Limited, Rule 72 S.r.l., F Squared S.r.l., Federico Riggio, Helikon Long Short Equity Fund ICAV and Helikon Long Short Equity Fund Master ICAV (together, the Relevant Entities) on 2026-04-22Previous position disclosed by the Form 604; the 577,241,407 shares and 11.7981% voting power are pre-5:1 consolidation figures, based on 4,892,656,885 fully paid shares on issue.
Helikon Long Short Equity Fund Master ICAV · Section 4 identifies the Master ICAV as registered holder of the present reported shares; section 1 also names it as a Relevant Entity. Change in substantial holding ↗ | InitialFully paid ordinary shares | 577,241,407 | 11.80%Voting Power |
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Sign in or enter a guest codeChronological evidenceSource-document inventory27 documents
Application for quotation of securitiesCorporate Action · HighPartial
shares basic: 988250567 shares (physical PDF page 6); shares fully diluted: 1019693840 shares (physical PDF page 6); Option conversion235860shares at1.40AUD: 330204 AUD (physical PDF page 5). Reviewed material pages 1, 4, 5, 6. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-10-12-6a1348764
- Published UTC
- 2026-10-12T06:19:19+00:00
- Projects
- —
- Commodities
- gold
PDI ASX eligible close and security verificationMarket Data · MediumExtracted
ASX closing reference price: 4.35 AUD/share (daily table / named series); Latest session volume: 1976185 shares (daily table / named series). Latest local eligible market data provider close 13 October 2026 AUD4.35, volume1,976,185; raw and adjusted close4.35. Independently corroborated closed close4.350 at Investing.com and EODData (rounded provider volume2.06M). Official ASX current issuer PDI Gold Limited. Intraday earlier Stockanalysis quote excluded. Publication time is unavailable: midnight is a date-only normalization, not an observed release time.
- Document ID
- doc-pdi-20261013-close
- Published UTC
- 2026-10-13T00:00:00+00:00
- Projects
- —
- Commodities
- gold
RBA daily exchange ratesCommodity Data · MediumExtracted
Valuation-date USD per AUD: 0.6961 USD/AUD (daily table / named series). 13October2026 USD per AUD0.6961;12October0.6979;9October0.6979. Valuation translation only; balances retain balance-date conversion. Publication time is unavailable: midnight is a date-only normalization, not an observed release time. Source-derived comparison capital: US$463m / 0.6961 USD per AUD = A$665,134,319.78; retain native USD capital in the research study and valuation. This corrects the currency basis of the mechanical funding comparison.
- Document ID
- doc-pdi-20261013-rba
- Published UTC
- 2026-10-13T00:00:00+00:00
- Projects
- —
- Commodities
- gold
September 2026 Quarter Production UpdateOperations · HighPartial
cash: 409201662.6057045 AUD (physical PDF page 1); production quarter: 45599 oz (physical PDF page 1); head grade: 0.69 g/t (physical PDF page 1); recovery pct: 88.3 % (physical PDF page 1); throughput: 2300000 t (physical PDF page 1); production quarter: 7267 oz (physical PDF page 1); head grade: 0.63 g/t (physical PDF page 1). Reviewed material pages 1, 2. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-10-05-6a1347602
- Published UTC
- 2026-10-04T22:00:19+00:00
- Projects
- bankan · kiniero · nampala
- Commodities
- gold
September 2026 Resources and Energy Quarterly: gold outlookCommodity Data · MediumExtracted
Australian Government September2026 Resources and Energy Quarterly, published2October2026. Gold overview: estimated Q3 2026 averageUS$4400/oz; gold remains high in2027 then falls toUS$3760/oz in real terms in2031. Official forecast anchor, not a spot quote or issuer guidance. Primary web overview was read; PDF download timed out and no localPDF is claimed.
- Document ID
- doc-pdi-20261002-req
- Published UTC
- 2026-10-02T00:00:00+00:00
- Projects
- —
- Commodities
- gold
Annual Report to ShareholdersResults · HighPartial
debt: 186326501.36161673 AUD (physical PDF page 119); lease liabilities: 4265540.835638376 AUD (physical PDF page 118); book equity: 2369970883.680303 AUD (physical PDF page 95); revenue: 202855000.0 USD (physical PDF page 94); npat: -68379000.0 USD (physical PDF page 94); operating cash flow: 48222000.0 USD (physical PDF page 97); capex: 31773000.0 USD (physical PDF page 97). Reviewed material pages 2, 8, 9, 12, 13, 16, 17, 19, 21, 28, 70, 94, 95, 97, 98, 107, 118, 119, 120, 121, 132, 133, 139, 140, 150, 151, 152, 153. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-09-30-6a1346537
- Published UTC
- 2026-09-29T23:08:29+00:00
- Projects
- bankan · kiniero · nampala
- Commodities
- gold
RBA F11 balance-date foreign exchange observationsCommodity Data · MediumExtracted
September balance-date USD per AUD: 0.6977 USD/AUD (daily table / named series). RBA FXRUSD, units USD per AUD: 30 June2026 0.6869;30 September2026 0.6977. Series retrieved independently and retained in run scratch. The valuation uses latest RBA13October0.6961 from exchange-rates webpage, balances use their own observation date. Publication time is unavailable: midnight is a date-only normalization, not an observed release time.
- Document ID
- doc-pdi-20260930-rba
- Published UTC
- 2026-09-30T00:00:00+00:00
- Projects
- —
- Commodities
- gold
Mining Forum Americas PresentationPresentation · HighPartial
permitting status: Environmental approval granted; exploitation permit pending presidential sign-off text (physical PDF page 12). Reviewed material pages 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 21, 22. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-09-28-6a1345970
- Published UTC
- 2026-09-27T23:16:19+00:00
- Projects
- bankan · kiniero · nampala
- Commodities
- gold
Mineral Resources and Ore Reserves UpdateResource Update · HighPartial
resource tonnes: 146300000 t (physical PDF page 6); resource grade: 0.91 g/t (physical PDF page 6); resource contained: 4280000 oz (physical PDF page 6); resource mi pct: 57.71028037383178 % (physical PDF page 6); reserve tonnes: 55600000 t (physical PDF page 15); reserve grade: 0.99 g/t (physical PDF page 15); reserve contained: 1770000 oz (physical PDF page 15). Reviewed material pages 1, 2, 4, 6, 10, 13, 15, 16, 19, 61. Historical issuer evidence retained separately from current post-merger and post-consolidation observations. Current-interest comparison excludes conditional Argo: retained NEB/BC resource 100.5 Mt at 1.66 g/t Au and 5.376 Moz, detailed in March quarterly physical page 11 and unchanged in this statement. Issuer gross portfolio resource remains 5.528 Moz including Argo.
- Document ID
- doc-pdi-2026-09-28-6a1345947
- Published UTC
- 2026-09-27T22:34:04+00:00
- Projects
- bankan · kiniero · nampala
- Commodities
- gold
Notification regarding unquoted securitiesCorporate Action · HighPartial
Reviewed material pages 1, 4, 5. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-09-11-6a1343465
- Published UTC
- 2026-09-11T07:01:34+00:00
- Projects
- —
- Commodities
- gold
Name Change and Consolidation ApprovedCorporate Action · HighPartial
Reviewed material pages 1, 2. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-08-24-6a1339820
- Published UTC
- 2026-08-23T23:17:50+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighPartial
undrawn facilities: 0 AUD (physical PDF page 18); quarterly net burn: -73164000.0 AUD (physical PDF page 15); aisc: 1254 USD/oz (physical PDF page 3); guidance: 165500 oz/yr (physical PDF page 7); aisc: 1974 USD/oz (physical PDF page 4); recovery pct: 86.5 % (physical PDF page 4); guidance: 43500 oz/yr (physical PDF page 7). Reviewed material pages 1, 2, 3, 4, 5, 6, 7, 9, 10, 11, 15, 16, 17, 18. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-07-30-6a1336171
- Published UTC
- 2026-07-29T22:33:49+00:00
- Projects
- bankan · kiniero · nampala
- Commodities
- gold
June Quarter Activities PresentationPresentation · HighPartial
Reviewed material pages 3, 4, 5, 6, 7, 8, 10, 11, 12, 13. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-07-30-6a1336191
- Published UTC
- 2026-07-29T22:42:09+00:00
- Projects
- —
- Commodities
- gold
PDI Closes Strategic Investment in Awale ResourcesTransaction · HighPartial
shares held: 16642352 shares (physical PDF page 1); holding cost: 10000000.0 USD (physical PDF page 1); investee: Awale Resources Limited TSXV:ARIC text (physical PDF page 1). Reviewed material pages 1, 2. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-07-29-6a1335897
- Published UTC
- 2026-07-28T22:29:24+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighPartial
Reviewed material pages 1, 2, 3, 4, 5, 6, 7, 10, 11, 15, 18, 19. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-04-28-6a1322233
- Published UTC
- 2026-04-27T22:23:47+00:00
- Projects
- —
- Commodities
- gold
PDI & Robex Merger CompletedTransaction · HighPartial
Reviewed material pages 1, 2, 3. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-04-17-6a1320833
- Published UTC
- 2026-04-16T22:34:16+00:00
- Projects
- —
- Commodities
- gold
Half Year AccountsResults · MediumPartial
Reviewed material pages 2, 3, 4, 5, 6, 8, 9, 11, 18. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-02-23-6a1313229
- Published UTC
- 2026-02-23T04:54:39+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumPartial
Reviewed material pages 1, 3, 7, 8, 16. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2026-01-29-6a1308921
- Published UTC
- 2026-01-28T21:16:25+00:00
- Projects
- —
- Commodities
- gold
Predictive Discovery Technical Report - Bankan Gold ProjectStudy · HighPartial
Reserve-only Bankan technical report, effective31July2025, released14November2025. Tables22.1-22.3 provide production, costs, capital, tax assumptions and annual cash flows. Reserve production2.712Moz; capitalUS$463m; sustainingUS$164.3m; closureUS$39.6m. The older broader JuneDFS includes Inferred feed.
- Document ID
- doc-pdi-2025-11-14-6a1297087
- Published UTC
- 2025-11-13T23:32:36+00:00
- Projects
- bankan
- Commodities
- gold
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumPartial
Reviewed material pages 1, 6, 7, 15. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2025-10-30-6a1294072
- Published UTC
- 2025-10-29T21:15:23+00:00
- Projects
- —
- Commodities
- gold
Annual Report to shareholdersResults · MediumPartial
Reviewed material pages 8, 23, 36, 39, 45, 56, 57, 58, 60, 61, 63, 64, 66, 67, 87, 102. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2025-10-27-6a1292911
- Published UTC
- 2025-10-26T21:26:53+00:00
- Projects
- —
- Commodities
- gold
Predictive Discovery & Robex Announce Merger of EqualsTransaction · MediumPartial
Reviewed material pages 1, 2, 3, 4, 5, 6, 7. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2025-10-06-6a1288406
- Published UTC
- 2025-10-05T21:21:50+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumPartial
Reviewed material pages 1, 13, 14, 20. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2025-07-30-6a1275478
- Published UTC
- 2025-07-29T22:25:50+00:00
- Projects
- —
- Commodities
- gold
Bankan DFS Confirms Outstanding Project EconomicsStudy · HighPartial
Reviewed material pages 1, 2, 3, 4, 5, 6, 7, 8. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2025-06-25-6a1269881
- Published UTC
- 2025-06-24T22:23:16+00:00
- Projects
- bankan
- Commodities
- gold
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumPartial
Reviewed material pages 1, 2, 14, 21. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2025-04-30-6a1262161
- Published UTC
- 2025-04-29T22:20:28+00:00
- Projects
- —
- Commodities
- gold
Half Year AccountsResults · MediumPartial
Reviewed material pages 2, 3, 4, 7, 9, 10, 12, 17. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2025-03-06-6a1254328
- Published UTC
- 2025-03-05T21:14:44+00:00
- Projects
- —
- Commodities
- gold
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumPartial
Reviewed material pages 1, 16, 21, 23. Historical issuer evidence retained separately from current post-merger and post-consolidation observations.
- Document ID
- doc-pdi-2025-01-30-6a1248768
- Published UTC
- 2025-01-29T21:19:52+00:00
- Projects
- —
- Commodities
- gold
Evidence facts87
988250567 shares
2026-10-121019693840 shares
2026-10-12330204 AUD
2026-10-12409201662.6057045 AUD
2026-09-3045599 oz
2026-09-300.69 g/t
2026-09-3088.3 %
2026-09-302300000 t
2026-09-307267 oz
2026-09-300.63 g/t
2026-09-30420000 t
2026-09-3052866 oz
2026-10-05405000000.0 USD
2026-10-0539500000.0 USD
2026-10-0580000000.0 USD
2026-10-05186326501.36161673 AUD
2026-09-304265540.835638376 AUD
2026-06-302369970883.680303 AUD
2026-06-30202855000.0 USD
2026-06-30-68379000.0 USD
2026-06-3048222000.0 USD
2026-06-3031773000.0 USD
2026-06-3085 %
2026-06-3092430 oz
2026-06-3080 %
2026-06-3019774 oz
2026-06-30100 %
2026-06-3011.6 %
2026-09-304667 oz
2026-09-3015 quarters
2026-09-306.5 %
2026-09-303.5 %
2026-09-30Environmental approval granted; exploitation permit pending presidential sign-off text
2026-09-28146300000 t
2026-06-300.91 g/t
2026-06-304280000 oz
2026-06-3057.71028037383178 %
2026-06-3055600000 t
2026-06-300.99 g/t
2026-06-301770000 oz
2026-06-3013900000 t
2026-06-300.67 g/t
2026-06-30300000 oz
2026-06-3086.66666666666667 %
2026-06-303700000 t
2026-06-300.54 g/t
2026-06-3065000 oz
2026-06-30103600000 t
2026-06-301.66 g/t
2026-06-305528000 oz
2026-06-3074.89146164978293 %
2026-06-3051600000 t
2026-06-301.78 g/t
2026-06-302953000 oz
2026-06-30480000 oz
2026-09-28155000000.0 USD
2026-06-304.49 USD/t mined
2026-06-304.25 USD/t processed
2026-06-302.28 USD/t processed
2026-06-300 AUD
2026-06-30-73164000.0 AUD
2026-06-301254 USD/oz
2026-06-30165500 oz/yr
2026-12-311974 USD/oz
2026-06-3086.5 %
2026-06-3043500 oz/yr
2026-12-3113800000.0 USD
2026-07-3016642352 shares
2026-07-2910000000.0 USD
2026-07-29Awale Resources Limited TSXV:ARIC text
2026-07-291445000000.0 USD
2025-07-3146 %
2025-07-31463000000.0 USD
2025-07-31236000 oz/yr
2025-07-311050 USD/oz
2025-07-3111.5 years
2025-07-315 %
2025-07-312400 USD/oz
2025-07-31DFS / reserve-only NI43-101 text
2025-07-312571000000.0 USD
2025-11-142712000 oz
2025-11-144.35 AUD/share
2026-10-131976185 shares
2026-10-130.6977 USD/AUD
2026-09-300.6961 USD/AUD
2026-10-13665134319.7816405 AUD
2026-10-133760.0 USD/oz
2026-10-02Conflicts requiring judgment5
- BankanstudyNPVandproduction
Reserve-onlyNI43studyexcludes9.4%inferredproductioninJuneDFS; latestreserveinventoryunchanged. Use1445m/2571mNPVnot1637m/2893m.
- Awaleshareholding
Completion11.8% supersededbyannualandSeptemberpresentation11.6%; retain16,642,352shareswithJulydate. Noassertionofsharesoldbecausedenominatordilutionnotexplained.
- Currentcapitalmarketcapbasis
ASXproviderheadlinecapdoesnotreconciletostatutoryissuedordinaryshares. Calculateownmarketcapwithlatest12Octcapital988250567andfresh13Oct4.35;noguessedsharesfromcap.
- Nampala exploitation permit identifier
Annual physical page 153 labels the 16 km2 active exploitation permit PR17/868, also repeated for the 100 km2 exploration licence. March quarterly physical page 15 identifies the exploitation permit as PE2011/17, expiring 21 March 2042. Preserve active exploitation status and 16 km2 area; do not assert a reconciled current identifier or expiry until primary clarification.
- Nampala royalty and revenue-tax terms
The later September30 annual contractual notes24(c) describe1%ISCP plus the progressive ad valorem schedule and3.75%funds; the September28 resource appendixp96 describes3%ISCP and1%NSR. Use the later annual contractual disclosure centrally, retain the discrepancy and a+3percentage-point revenue-charge alternative. It is not a claim that the historical study description was wrong.