Price, volume & events
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- Last 2026-11-06
- A$0.2
- 1D
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- 1M
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- YTD
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- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
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- Mkt cap
- A$114.3M
- EV
- A$80.9M
- Cash
- US$22.1M
- Debt
- US$0
7 newer ASX announcements not yet reflected in this valuation
- Notification regarding unquoted securities - PENPost Cash Checkpoint Security Event
- Quarterly Activities ReportLatest Four Activities Reports
- Quarterly Cashflow ReportLatest Four Cash Flow Reports
- Annual Report 2026Latest Annual Report
- Application for quotation of securities - PENPost Cash Checkpoint Security Event
- Mining Forum Americas PresentationLatest Operating Presentation
- Annual Report to shareholdersLatest Annual Report
Investment view
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Investment view
Our rating, thesis and what the price implies are available to subscribers.
Sign in or enter a guest codeAnnouncements
Latest 12 of 21All sources ▸- Quarterly Activities ReportResults
- Quarterly Cashflow ReportResults
- Notification regarding unquoted securities - PENCorporate Action
- Application for quotation of securities - PENCorporate Action
- Application for quotation of securities - PENCorporate Action
- Final Conversion of Convertible Loan FacilityFinancing
- Application for quotation of securities - PENCorporate Action
- Convertible Note Debt Facility Agreement ExecutedFinancing
- Application for quotation of securities - PENCorporate Action
- Investor PresentationPresentation
- Quarterly Activities ReportResults
- Quarterly Cashflow ReportResults
Event calendar · next 12 months
4 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| September-December 2026 | MU-4 header-house acidification and flow remediation | Construction Or Commissioning | Company Guided | High | Tests whether revised chemistry and flow work can lift captured uranium. |
| By end CY2026 | Mine Unit 5 final investment decision | Construction Or Commissioning | Company Guided | High | A decision would crystallize the next tranche of wellfield capital and timing. |
| CY2027 within 12-month horizon | CY2027 production guidance progress | Production | Company Guided | High | Quarterly performance must move toward 500,000-600,000 lb CY2027 guidance. |
| 2027 through 12-month horizon | Decision window for remaining contract early termination | Economic Arrangement | Company Guided | Medium | Undisclosed termination payment versus blended contract price may change future realized revenue. |
Executive roster
As of 2026-09-25Background checks ▸Annual report names the current executives and secretary. Incoming Gary Birch becomes CTO after cutoff on 28 September; no complete issuer leadership page was extractable.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| George Bauk | Managing Director / CEO | Executive Director · Chief Executive | 2025-01-20 | Annual Report 2025 · Quarterly Activities Report |
| Jitu Bhudia | Chief Financial Officer | Finance | 2025-03-17 | Annual Report 2025 |
| David Hofeling | General Manager of Operations at Lance | Operations · Senior Management | 2025-07-01 | Annual Report 2025 |
| Willie Bezuidenhout | VP Corporate Development | Senior Management | — | Annual Report 2025 |
| Jonathan Whyte | Company Secretary | Company Secretary | — | Annual Report 2025 |
devCoverage status: Partial
Portfolio detail
Assets
Core asset
Lance Uranium Project
United States
Ramping Producer100% ownedUranium
Low-pH ISR yellowcake production restarted in September 2025; June 2026 ramp-up was materially below plan because of wellfield flow, gassing and chemistry issues. CY2026 guidance was withdrawn while CY2027 guidance remains 0.5-0.6 Mlb. A 24 September independent report of an issuer release describes an expected roughly US$50 million non-cash write-down of older MU-1 to MU-3 assets, which increases uncertainty around historical invested capital.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Published study economicsIssuer or study metrics
NPVUS$116.2M8% discount
IRR26%Published return
Initial capexUS$53.4MPublished capital estimate
Operating cost42.46USD/lb U3O8 AISC
Issuer's August 2023 Ross and Kendrick life-of-mine plan, now a superseded calibration anchor rather than a current forecast.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Measured | 4.3 Mlb U3O8 | 0.051% U3O8 | Uranium | 2025-12-31 |
| Mineral Resource | Indicated | 12.9 Mlb U3O8 | 0.051% U3O8 | Uranium | 2025-12-31 |
| Mineral Resource | Inferred | 41.7 Mlb U3O8 | 0.049% U3O8 | Uranium | 2025-12-31 |
Tenements2
Milestones3
- Achieve withdrawn CY2026 production guidance
Cancelled · High materiality
- Produce 500,000-600,000 lb U3O8 in CY2027
At Risk · High materiality
- Mine Unit 5 final investment decision
Pending · High materiality
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Lance low-pH ISR operating approvals | Wyoming Department of Environmental Quality and US regulators | Granted | — | No |
| Kendrick permit-to-mine, source-materials licence and aquifer exemption amendments | Wyoming and US EPA Region 8 | Granted | — | No |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Ross and Kendrick revised life-of-mine plan | Operating Plan | Superseded | 2023-08-31 | Ten-year 14.8 Mlb plan with US$116.2 million NPV8 at US$67.07/lb weighted realized price; operating ramp assumptions were superseded by later resets and observed commissioning issues. |
Material
Dagger Uranium Project
United States
Resource Stage100% ownedUranium
High-grade satellite uranium resource approximately 20 km from Lance's central processing plant; future development and study work remain unproven.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Inferred | 6.9 Mlb U3O8 | 1,037 ppm U3O8 | Uranium | 2023-10-23 |
Milestones1
- Complete Dagger scoping work and define development pathway
Pending · Medium materiality
Other
Karoo legacy tenements
South Africa
Care And MaintenanceUraniumOthers
Legacy uranium and molybdenum prospecting rights are expired or relinquished with environmental closure applications submitted; no value is attributed.
Tenements1
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
US$22.1 million quarter-end cash was supplemented by the US$30 million note drawn on 15 July, but the 13.5% coupon and continuing ramp-up burn create material funding and dilution risk. The September secondary impairment report describes no immediate cash effect; no post-June cash statement is available.
Inventory composition3
Physical U3O8 inventory is reported by process location; no issuer valuation was disclosed in the quarter.
- U3O8 pounds in processing circuit
- — carrying · 16,547 lb U3O8
- Dry yellowcake drummed at Lance site
- — carrying · 17,385 lb U3O8
- Dry yellowcake drummed at converter
- — carrying · 530 lb U3O8
Capital structure
Ownership and dilution
- Ordinary shares
- 571.5M
- Fully diluted
- 743.6M
The 3 July Appendix 2A reports 571,527,409 quoted ordinary shares. Fully diluted shares add disclosed options, warrants, rights and the note's indicative 119,047,619 conversion shares; deferred ordinary shares are excluded because they are a non-economic deferred class. No later ordinary issue was verified through the cutoff; September unquoted-security notices remain a dilution-quantity evidence gap.
Security classes9
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| ASX-quoted ordinary fully paid shares | Ordinary Share | 571.5M | — | — |
| Options expiring 1 October 2028, exercise price A$0.45 | Option | 4M | A$0.45 | 2028-10-01 |
| Options expiring 1 October 2028, exercise price A$0.60 | Option | 4M | A$0.6 | 2028-10-01 |
| Warrants expiring 30 September 2030, exercise price A$0.45 | Option | 24.1M | A$0.45 | 2030-09-30 |
| Detachable Soul Patts warrants | Option | 10.8M | A$0.525 | 2031-07-15 |
| KMP options expiring 26 November 2027, exercise price A$6.00 | Option | 205K | A$6 | 2027-11-26 |
| Service rights convertible one-for-one | Performance Right | 2.7M | A$0 | — |
| Performance rights convertible one-for-one subject to vesting | Performance Right | 7.1M | A$0 | — |
| US$30 million secured convertible note, indicative 119,047,619 conversion shares | Convertible | 119M | A$0.35 | 2029-07-15 |
KPI history
Operating metrics
Operating metric source table3
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Production | Lance | June 2026 quarter | Quarter | 13,889 lb U3O8 captured on resin | Reported |
| Sales | Lance | June 2026 quarter | Quarter | 10,066 lb U3O8 | Reported |
| Grade | Lance | May-June 2026 | Other | 55 mg/L U3O8 midpoint | Analyst Derived |
Company guidance2
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Production | lance | CY2026 | 400,000 | 500,000 lb U3O8 | Withdrawn |
| Production | lance | CY2027 | 500,000 | 600,000 lb U3O8 | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-06-25 | DebtPen Ordinary Fully Paid | US$4.2M | 21.1M | US$0.29 | Completed | Final conversion reduced Davidson Kempner facility debt to nil.Max 21.1M · Period 2026-06-25 to 2026-06-25 · Adare Finance Designated Activity Company nominee |
| 2026-06-12Ann. 2026-05-14 | RaisingPen Ordinary Fully Paid | A$36M | 103.1M | A$0.35 | Completed | Placement and accelerated non-renounceable entitlement offer completed in institutional and retail tranches.Max 103.1M · Period 2026-05-14 to 2026-06-12 · Canaccord Genuity and Shaw and Partners |
| 2026-07-15Ann. 2026-05-14 | DebtSenior Secured Convertible Note | US$30M | — | US$0.35 | Ongoing | US$30 million senior secured note drawn after shareholder approval; fixed 13.5% coupon and potential conversion.Max 119M · Period 2026-07-15 to 2029-07-15 · SP Financing 1 Pty Limited, a Soul Patts affiliate · Holder approval required |
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.
The 2025 annual report establishes the surviving uranium sales contract and terminated five others; contract counterparty, exact price formula and exit payment are not disclosed.
One remaining 600,000 lb uranium sales agreement binds 2028-2033 deliveries; price is blended and the issuer has a paid exit option.
Offtake · Active- Counterparties
- Undisclosed utility customer
- Applies to
- Lance Uranium Project · Uranium
- Economic direction
- Mixed
- Period
- Through 2033-12-31; start date not stated
- Key terms
- Total scheduled delivery: 600,000 lb U3O8
Annual scheduled delivery: 100,000 lb U3O8/year
Pricing: Blended escalated base and market-linked
Early termination right: On or before 31 December 2027 for payment
How it affects our valuation
No valuation treatment is available for this arrangement.
Five of six historical sales contracts were terminated by July 2025; their compensation was paid and their future delivery obligations removed.
Offtake · Terminated- Counterparties
- Multiple undisclosed utility customers
- Applies to
- Lance Uranium Project · Uranium
- Economic direction
- Burden
- Period
- From 2025-07-28; no end date stated
- Key terms
- Contracts terminated: 5 contracts
Total compensation: 6,600,000 USD
How it affects our valuation
This arrangement has ended; no current valuation treatment is required.
Intrinsic value
Valuation
Valuation
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Sensitivity lab
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Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
Assessment is low-confidence and evidence-limited. The selected ledger contains 5 current executives. Reviewed issuer/ASX records help confirm roles and company context, but do not establish complete executive biographies, measured individual delivery, or exhaustive person-level adverse history. Annual report names the current executives and secretary. Incoming Gary Birch becomes CTO after cutoff on 28 September; no complete issuer leadership page was extractable.
Decision-relevant facts
Material summary
George Bauk
Managing Director / CEO
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for George Bauk; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for George Bauk is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Jitu Bhudia
Chief Financial Officer
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for Jitu Bhudia; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Jitu Bhudia is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
David Hofeling
General Manager of Operations at Lance
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for David Hofeling; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for David Hofeling is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Willie Bezuidenhout
VP Corporate Development
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for Willie Bezuidenhout; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Willie Bezuidenhout is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Jonathan Whyte
Company Secretary
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- No sufficiently corroborated, dated biography was located in the reviewed records for Jonathan Whyte; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Jonathan Whyte is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-09-21 · 571,527,409 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 18.60% | 106,285,320 | |
| 2 | 12.91% | 73,810,912 | |
| 3 | 7.93% | 45,311,717 | |
| 4 | 6.57% | 37,527,216 | |
| 5 | 4.31% | 24,644,273 | |
| 6 | 3.50% | 19,996,935 | |
| 7 | 1.79% | 10,256,410 | |
| 8 | 1.79% | 10,240,667 | |
| 9 | 1.67% | 9,543,637 | |
| 10 | 1.64% | 9,400,000 | |
| 11 | 1.42% | 8,124,672 | |
| 12 | 1.28% | 7,312,378 | |
| 13 | 0.50% | 2,872,957 | |
| 14 | 0.40% | 2,301,492 | |
| 15 | 0.37% | 2,112,573 | |
| 16 | 0.35% | 2,000,000 | |
| 17 | 0.32% | 1,804,182 | |
| 18 | 0.30% | 1,700,000 | |
| 19 | 0.28% | 1,596,831 | |
| 20 | 0.23% | 1,342,036 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 5.42%Voting power | 2026-08-26 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- The ranked table lists registered accounts, not a complete or live beneficial-owner register; nominee and custodian accounts may represent multiple investors.
Sources
- Annual Report to shareholders
Peninsula Energy Limited / ASX · Published 2026-09-29 · Accessed 2026-10-09
Largest registered ordinary-share holder table and disclosed share quantities/percentages.
2026/2026-09-29_Annual Report to shareholders_c1195f48ca947b25.pdf; PDF page 101, ASX Additional Shareholder Information
- Change in substantial holding
Peninsula Energy Limited / ASX · Published 2026-08-28 · Accessed 2026-10-09
Changed group voting power; current voting power 5.42%.
2026/2026-08-28_Change in substantial holding_a6cf4e010cb5bd97.pdf; PDF page 1, Form 604 section 2
Disclosed activity
Insider transactions
No transactions were identified in this reviewed view.
The closest covered peers
Peer comparison
Peer comparison pending
No peer comparison has been saved for this company.
An on-demand analysis selects up to five closest peers and checks what their differences mean for independent fair value.
Narrative and provenance
Research & Sources
AI Analyst Report
The full analyst report, its figures and the broker-style PDF are available to subscribers and invited guests.
Sign in or enter a guest codeChronological evidenceSource-document inventory25 documents
ASX PEN ordinary-share daily close, 25 September 2026Market Data · HighExtracted
Latest eligible local daily close: A$0.255 on 25 September 2026 for one ASX PEN ordinary share; volume 1,570,731.
- Document ID
- pen-market-price
- Published UTC
- 2026-09-25T06:00:00Z
- Projects
- —
- Commodities
- —
Lance impairment puts Mine Unit 4 strategy under pressureResults · HighExtracted
Accessible independent article reports the September issuer impairment announcement; issuer PDF was not extractable in this run.
- Document ID
- pen-2026-impairment-news
- Published UTC
- 2026-09-24T06:11:00Z
- Projects
- lance
- Commodities
- uranium
Lance resource update reported by OrecastResource Update · HighExtracted
Accessible independent article summarizes the September issuer resource update; issuer PDF was not extractable in this run.
- Document ID
- pen-2026-resource-news
- Published UTC
- 2026-09-24T22:18:00Z
- Projects
- lance
- Commodities
- uranium
Peninsula appoints Gary Birch as incoming CTOLeadership · HighExtracted
Accessible industry report says Gary Birch takes up the CTO post on 28 September 2026, after this run cutoff.
- Document ID
- pen-2026-cto-news
- Published UTC
- 2026-08-02T23:33:00Z
- Projects
- lance
- Commodities
- uranium
Quarterly Activities ReportResults · HighExtracted
Quarterly Activities Report; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-q4-activities
- Published UTC
- 2026-07-31T03:10:54Z
- Projects
- lance
- Commodities
- uranium
Quarterly Cashflow ReportResults · HighExtracted
Quarterly Cashflow Report; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-q4-cashflow
- Published UTC
- 2026-07-31T03:09:49Z
- Projects
- lance
- Commodities
- uranium
Notification regarding unquoted securities - PENCorporate Action · HighExtracted
Notification regarding unquoted securities - PEN; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-note-notification
- Published UTC
- 2026-07-15T23:35:38Z
- Projects
- —
- Commodities
- uranium
Application for quotation of securities - PENCorporate Action · HighExtracted
Application for quotation of securities - PEN; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-07-03-quotation
- Published UTC
- 2026-07-03T06:47:25Z
- Projects
- —
- Commodities
- —
Application for quotation of securities - PENCorporate Action · HighExtracted
Application for quotation of securities - PEN; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-06-25-quotation
- Published UTC
- 2026-06-25T04:33:18Z
- Projects
- —
- Commodities
- —
Final Conversion of Convertible Loan FacilityFinancing · HighExtracted
Final Conversion of Convertible Loan Facility; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-dk-final-conversion
- Published UTC
- 2026-06-25T04:28:58Z
- Projects
- —
- Commodities
- uranium
Application for quotation of securities - PENCorporate Action · HighExtracted
Application for quotation of securities - PEN; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-06-12-quotation
- Published UTC
- 2026-06-11T23:10:04Z
- Projects
- —
- Commodities
- —
Convertible Note Debt Facility Agreement ExecutedFinancing · HighExtracted
Convertible Note Debt Facility Agreement Executed; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-note-agreement
- Published UTC
- 2026-06-09T22:17:25Z
- Projects
- —
- Commodities
- uranium
Application for quotation of securities - PENCorporate Action · HighExtracted
Application for quotation of securities - PEN; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-05-22-quotation
- Published UTC
- 2026-05-21T22:23:29Z
- Projects
- —
- Commodities
- —
Investor PresentationPresentation · HighExtracted
Investor Presentation; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-funding-presentation
- Published UTC
- 2026-05-14T01:58:18Z
- Projects
- lance
- Commodities
- uranium
Quarterly Activities ReportResults · HighExtracted
Quarterly Activities Report; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-q3-activities
- Published UTC
- 2026-04-29T23:09:46Z
- Projects
- lance
- Commodities
- uranium
Quarterly Cashflow ReportResults · HighExtracted
Quarterly Cashflow Report; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-q3-cashflow
- Published UTC
- 2026-04-29T23:08:16Z
- Projects
- lance
- Commodities
- uranium
Half Yearly Report and AccountsResults · HighExtracted
Half Yearly Report and Accounts; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-half-year
- Published UTC
- 2026-03-09T06:13:18Z
- Projects
- lance
- Commodities
- uranium
Quarterly Activities ReportResults · HighExtracted
Quarterly Activities Report; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-q2-activities
- Published UTC
- 2026-01-29T22:36:04Z
- Projects
- lance
- Commodities
- uranium
Quarterly Cashflow ReportResults · HighExtracted
Quarterly Cashflow Report; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2026-q2-cashflow
- Published UTC
- 2026-01-29T22:35:04Z
- Projects
- lance
- Commodities
- uranium
Quarterly Cashflow ReportResults · HighExtracted
Quarterly Cashflow Report; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2025-q1-cashflow
- Published UTC
- 2025-10-30T03:09:55Z
- Projects
- lance
- Commodities
- uranium
Quarterly Activities ReportResults · HighExtracted
Quarterly Activities Report; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2025-q1-activities
- Published UTC
- 2025-10-30T03:08:25Z
- Projects
- lance
- Commodities
- uranium
Annual Report 2025Results · HighExtracted
Annual Report 2025; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2025-annual
- Published UTC
- 2025-10-08T06:41:53Z
- Projects
- lance
- Commodities
- uranium
Mineral Resource Increases 19.6% within Lance LOM Plan AreaResource Update · HighExtracted
Mineral Resource Increases 19.6% within Lance LOM Plan Area; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2024-resource
- Published UTC
- 2024-05-12T22:47:30Z
- Projects
- lance
- Commodities
- uranium
Company Presentation - Life of Mine Plan UpdatePresentation · MediumExtracted
Company Presentation - Life of Mine Plan Update; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2023-lom-presentation
- Published UTC
- 2023-09-04T23:25:49Z
- Projects
- lance
- Commodities
- uranium
Lance Production to Restart in 2024 under Revised LOM PlanStudy · HighExtracted
Lance Production to Restart in 2024 under Revised LOM Plan; reviewed in full for valuation-material issuer evidence.
- Document ID
- pen-2023-lom
- Published UTC
- 2023-08-30T22:47:57Z
- Projects
- lance
- Commodities
- uranium
Evidence facts45
13889 lb U3O8
2026-06-3010066 lb U3O8
2026-06-3016547 lb U3O8
2026-06-3017385 lb U3O8
2026-06-30530 lb U3O8
2026-06-30True None
2026-07-22500000-600000 lb U3O8
2026-07-3122053000 USD
2026-06-3011527000 USD
2026-06-301.9 quarters
2026-06-3030000000 USD
2026-07-1513.5 % per annum
2026-07-15119047619 shares
2026-07-15571527409 shares
2026-07-0321084101 shares
2026-06-250 USD
2026-06-25550314736 shares
2026-06-12530654306 shares
2026-05-25400000-500000 lb U3O8
2026-05-1430 USD million
2026-05-140.35 AUD/share
2026-05-146.9 Mlb U3O8
2023-10-231037 ppm U3O8
2023-10-23True None
2025-05-31600000 lb U3O8
2025-07-2858.0 Mlb U3O8
2023-12-313.8 Mlb U3O8
2023-12-3112.4 Mlb U3O8
2023-12-3141.7 Mlb U3O8
2023-12-3126.2 Mlb U3O8
2023-12-3114.8 Mlb U3O8
2023-08-31116.2 USD million
2023-08-3167.07 USD/lb U3O8
2023-08-3153.4 USD million
2023-08-3142.46 USD/lb U3O8
2023-08-3110 years
2023-08-310.255 AUD/share
2026-09-251570731 shares
2026-09-2550 USD million
2026-09-24True None
2026-09-2459.0 Mlb U3O8
2025-12-314.3 Mlb U3O8
2025-12-3112.9 Mlb U3O8
2025-12-3141.7 Mlb U3O8
2025-12-312026-09-28 None
2026-08-03Conflicts requiring judgment1
- CY2026 production guidance
The 31 July 2026 quarterly report is later and explicitly states that the earlier CY2026 range was withdrawn on 22 July 2026.