OREMAVEN
XMM 7,722.00 -2.63% YTD +5.6% OM ASX 450.55 -2.56% YTD +0.1% OM PRECIOUS 349.20 -2.24% YTD +2.5% OM EX-PREC 418.91 -2.72% YTD -1.1% XAU 4,115.59 +2.31% YTD -4.9% GLD 375.49 +0.81% YTD -5.2% GDX 85.75 +1.37% YTD -0.0% SIL 77.33 -1.00% YTD -7.3% COPX 70.23 -5.81% YTD -1.8% URNM 40.07 -2.79% YTD -27.0%
2026-11-06
◂ Monitor PEN ASX

Peninsula Energy Limited

Ramping Producer · Uranium · United States · South Africa Rating locked: sign in to view v6.2
Last 2026-11-06
A$0.2
1D
—
1M
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YTD
—
1Y
—
Upside
Locked: sign in to view
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

Narrative and provenance

Research & Sources

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Chronological 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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
Evidence facts45
pen-2026-q4-productionJune quarter uranium captured on resin

13889 lb U3O8

2026-06-30
pen-2026-q4-salesJune quarter produced uranium sold

10066 lb U3O8

2026-06-30
pen-2026-q4-in-circuitUranium pounds in circuit

16547 lb U3O8

2026-06-30
pen-2026-q4-drummed-siteUranium drummed at site

17385 lb U3O8

2026-06-30
pen-2026-q4-drummed-converterUranium drummed at converter

530 lb U3O8

2026-06-30
pen-2026-q4-guidance-withdrawnCY2026 production guidance withdrawn

True None

2026-07-22
pen-2026-q4-cy27-guidanceCY2027 production guidance

500000-600000 lb U3O8

2026-07-31
pen-2026-q4-cashQuarter-end cash

22053000 USD

2026-06-30
pen-2026-q4-operating-outflowQuarterly net operating cash outflow

11527000 USD

2026-06-30
pen-2026-q4-runwayReported quarters of funding

1.9 quarters

2026-06-30
pen-2026-note-drawnSoul Patts note issued and drawn

30000000 USD

2026-07-15
pen-2026-note-rateSoul Patts note fixed coupon

13.5 % per annum

2026-07-15
pen-2026-note-potential-sharesIndicative conversion shares

119047619 shares

2026-07-15
pen-2026-07-03-sharesOrdinary shares after final placement allotment

571527409 shares

2026-07-03
pen-2026-dk-conversion-sharesFinal Davidson Kempner conversion shares

21084101 shares

2026-06-25
pen-2026-dk-debt-nilDebt outstanding to Davidson Kempner

0 USD

2026-06-25
pen-2026-06-12-sharesOrdinary shares after retail entitlement offer

550314736 shares

2026-06-12
pen-2026-05-22-sharesOrdinary shares after institutional equity raise

530654306 shares

2026-05-25
pen-2026-old-guidanceCY2026 production guidance

400000-500000 lb U3O8

2026-05-14
pen-2026-note-principalSoul Patts convertible note principal

30 USD million

2026-05-14
pen-2026-note-conversionSoul Patts note conversion price

0.35 AUD/share

2026-05-14
pen-2025-dagger-resourceDagger inferred mineral resource

6.9 Mlb U3O8

2023-10-23
pen-2025-dagger-gradeDagger average resource grade

1037 ppm U3O8

2023-10-23
pen-2025-kendrick-permitsKendrick final key approvals

True None

2025-05-31
pen-2025-remaining-contractRemaining contracted deliveries

600000 lb U3O8

2025-07-28
pen-2024-resource-totalLance total mineral resource

58.0 Mlb U3O8

2023-12-31
pen-2024-resource-measuredLance measured mineral resource

3.8 Mlb U3O8

2023-12-31
pen-2024-resource-indicatedLance indicated mineral resource

12.4 Mlb U3O8

2023-12-31
pen-2024-resource-inferredLance inferred mineral resource

41.7 Mlb U3O8

2023-12-31
pen-2024-resource-rkRoss and Kendrick mineral resource

26.2 Mlb U3O8

2023-12-31
pen-2023-lom-productionRoss and Kendrick life-of-mine production

14.8 Mlb U3O8

2023-08-31
pen-2023-lom-npvNPV8

116.2 USD million

2023-08-31
pen-2023-lom-uranium-priceWeighted average sales price

67.07 USD/lb U3O8

2023-08-31
pen-2023-lom-capexRemaining capital to first production

53.4 USD million

2023-08-31
pen-2023-lom-aiscLife-of-mine AISC

42.46 USD/lb U3O8

2023-08-31
pen-2023-lom-lifeEstimated Ross and Kendrick production life

10 years

2023-08-31
pen-market-price-2026-09-25PEN ordinary share close

0.255 AUD/share

2026-09-25
pen-market-volume-2026-09-25PEN ordinary share volume

1570731 shares

2026-09-25
pen-2026-impairment-estimateReported expected impairment of legacy Lance assets

50 USD million

2026-09-24
pen-2026-impairment-focusReported shift of capital and support toward MU-4

True None

2026-09-24
pen-2026-resource-totalReported Lance total mineral resource

59.0 Mlb U3O8

2025-12-31
pen-2026-resource-measuredReported Lance measured resource

4.3 Mlb U3O8

2025-12-31
pen-2026-resource-indicatedReported Lance indicated resource

12.9 Mlb U3O8

2025-12-31
pen-2026-resource-inferredReported Lance inferred resource

41.7 Mlb U3O8

2025-12-31
pen-2026-cto-effectiveReported incoming CTO appointment effective date

2026-09-28 None

2026-08-03
Conflicts 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.