Price, volume & events
CloseVolumeFair-value rangeOverlay
Loading market history…
Drag to zoom · double-click to reset
- Last 2026-11-06
- A$0.4
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$93.6M
- EV
- A$66M
- Cash
- A$27.6M
- Debt
- A$0
6 newer ASX announcements not yet reflected in this valuation
- South-West Connect Conference PresentationLatest Operating Presentation
- Quarterly Activities/Appendix 5B Cash Flow ReportLatest Four Activities Reports
- Ignite Investment Summit, Hong Kong PresentationLatest Operating Presentation
- Mt York PFS and Extensional Drilling ResultsRecent Project Economic Study
- Notification regarding unquoted securities - PGLPost Cash Checkpoint Security Event
- Annual Report to shareholdersLatest Annual Report
Investment view
Rating locked: sign in to view
Investment view
Our rating, thesis and what the price implies are available to subscribers.
Sign in or enter a guest codeAnnouncements
Latest 12 of 18All sources ▸- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Application for quotation of securities - PGLCorporate Action
- Pilbara Gold accelerates Mt York Extensional & PFS drillingOperations
- Application for quotation of securities - PGLCorporate Action
- Notification regarding unquoted securities - PGLCorporate Action
- Mining News Select Conference PresentationPresentation
- Application for quotation of securities - PGLCorporate Action
- Notification of cessation of securities - PGLCorporate Action
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Mt York Mineral Resource Estimate Passes 2MozResource Update
- Half Yearly Report and AccountsResults
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
Event calendar · next 12 months
6 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| October 2026 | Mt York PFS infill drilling completion | Exploration | Company Guided | High | Conversion of inferred material and reserve-ready mine scheduling are key to a PFS valuation uplift. |
| late 2026 | Roe Hills remaining drilling and redrills | Exploration | Inferred | Medium | Remaining 6,300m and redrills test grade continuity; timing inferred from 2026 programme, not a fixed issuer commitment. |
| November 2026 | Mt York deeper extension drilling commences | Exploration | Company Guided | High | Tests whether new ounces below the current resource pit can improve project scale. |
| early 2027 | Updated Mt York Mineral Resource Estimate | Resource Or Reserve | Company Guided | High | New MRE should test resource growth and indicated conversion from expanded drilling before PFS. |
| late 2026 to early 2027 | Potential maiden Roe Hills Mineral Resource Estimate | Resource Or Reserve | Company Guided | Medium | First JORC estimate would replace exploration optionality with bounded ounces; project has no resource yet. |
| Q2 CY2027 / mid-2027 | Mt York pre-feasibility study | Study | Company Guided | High | Reserve, recoveries, capex, opex, schedule and funding needs will determine bankability and valuation. |
Executive roster
As of 2026-09-26Background checks ▸FY2025 annual report leadership reconciled with January secretary resignation, July management changes and August issuer presentation; non-executive directors excluded.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Dr Peter Turner | Managing Director | Executive Director · Chief Executive | — | Annual Report to shareholders · RIU Resources Investor Roadshow Melbourne & Sydney |
| Robert Klug | Chief Legal and Financial Officer | Finance · Commercial · Senior Management | — | Quarterly Activities/Appendix 5B Cash Flow Report · RIU Resources Investor Roadshow Melbourne & Sydney |
| Robbie Featherby | Company Secretary | Company Secretary | — | Annual Report to shareholders · Resignation of Joint Company Secretary · RIU Resources Investor Roadshow Melbourne & Sydney |
| Mark Falconer | Exploration Manager | Technical · Senior Management | — | RIU Resources Investor Roadshow Melbourne & Sydney |
| Jeff Bowen | Study Manager | Technical · Senior Management | — | Quarterly Activities/Appendix 5B Cash Flow Report · RIU Resources Investor Roadshow Melbourne & Sydney |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Mt York Gold Project
Australia
PFS Developer100% ownedGold
PGL owns the core Mt York deposit outright; adjacent PLS land is held through unconditional gold/base metal mineral rights with a 2% gross royalty and consent/rehabilitation duties. PFS pending.
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
NPVA$410M5% discount
IRR35.7%Published return
Initial capexA$276MPublished capital estimate
Operating cost2,205AUD/oz AISC
4Mtpa, A$3,500/oz gold, 657,200 recoverable ounces, pre-tax unlevered NPV; historical 2024 study, no reserve.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated | 42.1M tonnes | 1.02 g/t Au; 1.380 Moz | Gold | 2026-04-13 |
| Mineral Resource | Inferred | 19.7M tonnes | 1.11 g/t Au; 0.703 Moz | Gold | 2026-04-13 |
| Mineral Resource | Total | 61.7M tonnes | 1.05 g/t Au; 2.082 Moz | Gold | 2026-04-13 |
Tenements5
Milestones3
- Complete PFS infill drilling
Pending · High materiality
- Update Mt York resource estimate
Pending · High materiality
- Complete Mt York PFS
Pending · High materiality
Permits & approvals3
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Mt York mining lease M45/1306 | Western Australia | Granted | — | Yes |
| Nyamal native title mining agreement | Western Australia | Granted | — | Yes |
| Environmental and water approvals for development | Western Australia | Pending | — | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Mt York 4Mtpa updated scoping study | Scoping Study | Current | 2024-12-02 | Historical pre-tax, unlevered study uses the older 1.385Moz resource; PFS and reserve still pending. |
Material
Roe Hills Gold Project
Australia
Discovery Drill Stage100% ownedGold
100% owned exploration project; Terra high-grade intercepts reported September 2026, but no JORC resource, reserve, study or tolling agreement.
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.
Milestones2
- Complete Roe Hills 2026 drilling and redrill failed holes
Pending · High materiality
- Evaluate maiden Roe Hills resource
Pending · High materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Roe Hills drill-site heritage approvals | Western Australia | Granted | — | No |
Material
Pincunah Gold and Base Metals Project
Australia
Early Explorer100% ownedGoldSilver
Acquired from Trek in 2026; four licences and one application, with licence-specific NSR royalties and conditional resource-linked rights. No resource or study.
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.
Tenements5
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Pincunah application E45/6240 | Western Australia | Pending | — | No |
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
Cash covers the current exploration/PFS run-rate for about 7.6 quarters, but not the A$276m historical pre-production capital estimate; current lease balances and post-June cash movements are not updated.
Capital structure
Ownership and dilution
- Ordinary shares
- 234M
- Fully diluted
- 244.6M
FY2025 2,630,912,189 ordinary shares became 3,367,390,235 by December 2025 after 673,478,046 placement shares and 63m rights conversions. A 15:1 consolidation produced 224,492,683 shares in April 2026. The July 7 Appendix 2A reports 234,016,028 after subsequent issues/conversions. The diluted allowance includes 3,635,214 issued rights plus the remainder of 10,622,229 approved rights disclosed in August; proposed rights may not yet be issued and are conservatively included.
Security classes3
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Quoted PGL ordinary shares at 7 July 2026 | Ordinary Share | 234M | — | — |
| Unquoted performance rights at 7 July 2026 | Performance Right | 3.6M | A$0 | — |
| Additional performance rights approved to issue, conservative diluted allowance | Other | 7M | A$0 | — |
KPI history
Operating metrics
Operating metric source table2
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Other | Mt York | 2026 programme to 15 September | Point In Time | 36,600 metres drilled | Reported |
| Other | Roe Hills | 2026 programme to 17 September | Point In Time | 5,700 metres drilled | Reported |
Company guidance2
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| 2026 Drilling Program | mt_york | CY2026 | 60,000 | 60,000 metres | Current |
| 2026 Drilling Program | roe_hills | CY2026 | 12,000 | 12,000 metres | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-06-19Ann. 2026-01-27 | Raising | A$100K | 173.2K | — | Completed | — |
| 2025-10-23Ann. 2025-10-15 | Raising | A$26.9M | 673.5M | — | Completed | — |
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.
Annual and half-year statements, original PLS MRA, August conditions update, and Pincunah acquisition/royalty disclosure reviewed; undisclosed Nyamal payment rates and royalty sales base remain unknown.
PGL has gold/base metal rights over PLS tenements, with PLS activity consent, priority arrangements, no water rights, rehabilitation obligations and a 2% gross revenue royalty. All conditions precedent satisfied August 2026.
Other · Active- Counterparties
- PLS Group Limited · Pilgangoora Operations Pty Ltd · Ngungaju Lithium Operations Pty Ltd
- Applies to
- Mt York Gold Project · Gold
- Economic direction
- Mixed
- Period
- From 2025-10-10; no end date stated
- Key terms
- mineral rights: all except lithium and tantalum
gross revenue royalty payable: 2 percent
rehabilitation security: — AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
PGL retained 2% sales royalty over ground sold to PLS; no production or sales base for a quantified value was disclosed.
Royalty · Active- Counterparties
- PLS Group Limited · Pilgangoora Operations Pty Ltd · Ngungaju Lithium Operations Pty Ltd
- Applies to
- Mt York Gold Project · Gold
- Economic direction
- Benefit
- Period
- From 2026-02-01; no end date stated
- Key terms
- sales royalty received: 2 percent
How it affects our valuation
No valuation treatment is available for this arrangement.
Native title agreement covers heritage, employment and contracting, development milestones and a production royalty; amounts remain undisclosed.
Royalty · Active- Counterparties
- Nyamal Aboriginal Corporation
- Applies to
- Mt York Gold Project · Gold
- Economic direction
- Burden
- Period
- From 2025-12-08; no end date stated
- Key terms
- production royalty: — percent
development milestones: — AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
Pincunah acquisition has a contingent performance-right obligation linked to a 50koz gold resource at at least 1g/t within five years.
Other · Active- Counterparties
- Trek Metals Limited
- Applies to
- Pincunah Gold and Base Metals Project · Gold
- Economic direction
- Burden
- Period
- 2026-01-27 to 2031-01-27
- Key terms
- upfront consideration: 200,000 AUD
conditional consideration: 200,000 AUD equivalent
How it affects our valuation
No valuation treatment is available for this arrangement.
A 1% NSR burdens the named Pincunah licences; without a resource or mine plan there is no cash-flow basis for a present deduction.
Royalty · Active- Counterparties
- Commercial Minerals Exporters Pty Ltd
- Applies to
- Pincunah Gold and Base Metals Project · Gold · Silver
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- net smelter return: 1 percent
How it affects our valuation
No valuation treatment is available for this arrangement.
PLS retains 2.5% NSR and lithium/tantalum rights on E45/4640; these restrict the economic interest in that licence.
Royalty · Active- Counterparties
- Pilgangoora Operations Pty Ltd
- Applies to
- Pincunah Gold and Base Metals Project · Gold · Silver
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- net smelter return: 2.5 percent
reserved lithium and tantalum rights: —
How it affects our valuation
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
Valuation
Bear, base and bull values, investment cases, project valuations and the equity bridge are available to subscribers.
Sign in or enter a guest codeResource-price transmission
Sensitivity lab
Sensitivity lab
How our fair value responds to commodity prices and other drivers is available to subscribers.
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. FY2025 annual report leadership reconciled with January secretary resignation, July management changes and August issuer presentation; non-executive directors excluded.
Decision-relevant facts
Material summary
Dr Peter Turner
Managing Director
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 Dr Peter Turner; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Dr Peter Turner is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Robert Klug
Chief Legal and 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 Robert Klug; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Robert Klug is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Robbie Featherby
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 Robbie Featherby; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Robbie Featherby is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Mark Falconer
Exploration Manager
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 Mark Falconer; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Mark Falconer is incomplete; open-web work documented here is not an exhaustive criminal, sanctions, litigation, reference or credential check.
Jeff Bowen
Study Manager
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 Jeff Bowen; prior employers, education, qualifications, concurrent directorships and exact role commencement remain gaps.
- Person-specific failure, fraud, legal, safety, environmental and governance coverage for Jeff Bowen 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 · 234,016,028 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 12.70% | 29,717,358 | |
| 2 | 9.05% | 21,181,562 | |
| 3 | 7.03% | 16,449,209 | |
| 4 | 3.41% | 7,974,745 | |
| 5 | 2.74% | 6,405,327 | |
| 6 | 2.02% | 4,715,446 | |
| 7 | 1.50% | 3,500,000 | |
| 8 | 1.42% | 3,334,601 | |
| 9 | 1.23% | 2,879,082 | |
| 10 | 1.17% | 2,740,315 | |
| 11 | 1.07% | 2,500,000 | |
| 12 | 1.00% | 2,350,000 | |
| 13 | 0.91% | 2,133,024 | |
| 14 | 0.75% | 1,750,000 | |
| 15 | 0.70% | 1,650,000 | |
| 16 | 0.66% | 1,554,444 | |
| 17 | 0.66% | 1,533,334 | |
| 18 | 0.62% | 1,457,032 | |
| 19 | 0.57% | 1,333,335 | |
| 20 | 0.56% | 1,300,334 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 12.70%Voting power | 2026-09-21 | |
| 9.05%Voting power | 2026-09-21 | |
| 7.03%Voting power | 2026-09-21 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- The top-20 and substantial-holder lists overlap. The issuer labels two nominee companies as substantial holders, but their beneficial owners are not identified.
Sources
- Annual Report to shareholders
Pilbara Gold Limited / ASX · Published 2026-09-30 · Accessed 2026-10-09
Lists twenty largest quoted accounts, total issued shares and top three substantial holders.
PDF pages 59-60, Additional Information as of 21 September 2026 / Top 20 Shareholders and Substantial Shareholders
Disclosed activity
Insider transactions
Trading activity17 buys · 1 sell shownNet cash last 12 months A$10.4mShow chartHide chart
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2026-04-17 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2026-04-17Notice reports the transaction in pre-consolidation units and a later present position of 15,500,000 shares; no unsupported per-event restatement applied. As disclosed: Purchase reported by Franklin Advisers, Inc.
Change in substantial holding ↗ | PurchaseOrdinary shares (pre-consolidation units) | 177,028 | AUD 132,771.00 | AUD 0.75Calculated average | — |
| 2026-04-16 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2026-04-16Notice reports the transaction in pre-consolidation units and a later present position of 15,500,000 shares; no unsupported per-event restatement applied. As disclosed: Purchase reported by Franklin Advisers, Inc.
Change in substantial holding ↗ | PurchaseOrdinary shares (pre-consolidation units) | 20,252 | AUD 14,259.00 | AUD 0.704079Calculated average | — |
| 2026-04-15 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2026-04-15Notice reports the transaction in pre-consolidation units and a later present position of 15,500,000 shares; no unsupported per-event restatement applied. As disclosed: Purchase reported by Franklin Advisers, Inc.
Change in substantial holding ↗ | PurchaseOrdinary shares (pre-consolidation units) | 27,516 | AUD 18,436.00 | AUD 0.67001Calculated average | — |
| 2026-04-14 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2026-04-14Notice reports the transaction in pre-consolidation units and a later present position of 15,500,000 shares; no unsupported per-event restatement applied. As disclosed: Purchase reported by Franklin Advisers, Inc.
Change in substantial holding ↗ | PurchaseOrdinary shares (pre-consolidation units) | 8,115 | AUD 5,072.00 | AUD 0.625015Calculated average | — |
| 2026-04-13 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2026-04-13Notice reports the transaction in pre-consolidation units and a later present position of 15,500,000 shares; no unsupported per-event restatement applied. As disclosed: Purchase reported by Franklin Advisers, Inc.
Change in substantial holding ↗ | PurchaseOrdinary shares (pre-consolidation units) | 217,053 | AUD 125,044.00 | AUD 0.576099Calculated average | — |
| 2026-04-10 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2026-04-10Notice reports the transaction in pre-consolidation units and a later present position of 15,500,000 shares; no unsupported per-event restatement applied. As disclosed: Purchase reported by Franklin Advisers, Inc.
Change in substantial holding ↗ | PurchaseOrdinary shares (pre-consolidation units) | 50,036 | AUD 27,089.00 | AUD 0.54139Calculated average | — |
| 2026-03-26 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-03-26Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 82,834,115 ordinary shares for A$2,975,215.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 82,834,115 | AUD 2,975,215.00 | AUD 0.035918Calculated average | — |
| 2026-03-25 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-03-25Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 25,588,624 ordinary shares for A$754,497.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 25,588,624 | AUD 754,497.00 | AUD 0.029486Calculated average | — |
| 2026-02-24 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-02-24Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 127,751,897 ordinary shares for A$5,120,326.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 127,751,897 | AUD 5,120,326.00 | AUD 0.04008Calculated average | — |
| 2026-02-10 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-02-10Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 2,920,953 ordinary shares for A$120,029.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 2,920,953 | AUD 120,029.00 | AUD 0.041092Calculated average | — |
| 2026-02-06 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-02-06Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 1,000,000 ordinary shares for A$38,110.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 1,000,000 | AUD 38,110.00 | AUD 0.03811Calculated average | — |
| 2026-02-04 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-02-04Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 5,000,000 ordinary shares for A$215,460.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 5,000,000 | AUD 215,460.00 | AUD 0.043092Calculated average | — |
| 2026-02-03 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-02-03Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 19,636,700 ordinary shares for A$786,581.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 19,636,700 | AUD 786,581.00 | AUD 0.040057Calculated average | — |
| 2026-01-29 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-01-29Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 1,000,000 ordinary shares for A$37,610.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 1,000,000 | AUD 37,610.00 | AUD 0.03761Calculated average | — |
| 2026-01-28 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-01-28Acquisition row visually reviewed in scanned Form 603. The reported row totals do not reconcile to the threshold-date holding (see limitation). As disclosed: Acquisition of 600,000 ordinary shares for A$24,110.
Becoming a substantial holder ↗ | PurchaseOrdinary shares | 600,000 | AUD 24,110.00 | AUD 0.040183Calculated average | — |
| 2025-10-23 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2025-10-23Initial holding acquired through Franklin Advisers, Inc.; the notice reports 225 million shares for A$9 million. As disclosed: Acquisition of 225,000,000 ordinary shares on 23 October 2025.
Becoming a substantial holder ↗ Becoming a substantial holder ↗ | SubscriptionOrdinary shares | 225,000,000 | AUD 9,000,000.00 | AUD 0.04Calculated average | 225,000,000 |
| 2025-09-19 | Global Lithium Resources Limited
Details & evidence for Global Lithium Resources Limited on 2025-09-19GLR Australia Investments Pty Ltd, a wholly owned subsidiary, reported sale of 264 million shares for A$7.128 million. The ceasing notice does not establish any residual holding separately. As disclosed: Sale of 264,000,000 shares for A$7,128,000.
Ceasing to be a substantial holder from GL1 ↗ | SaleOrdinary shares | 264,000,000 | AUD 7,128,000.00 | AUD 0.027Calculated average | — |
| 2023-06-30 | Global Lithium Resources Limited
Details & evidence for Global Lithium Resources Limited on 2023-06-30Scanned notice visually reviewed. Reported purchase is attributed to GLR Australia Investments Pty Ltd; underlying transaction took place on 30 June 2023. As disclosed: Became a substantial holder; shares acquired from GLR Australia Investments Pty Ltd for A$3.96 million on 30 June 2023.
Becoming a substantial holder from GL1 ↗ | PurchaseOrdinary shares | 220,000,000 | AUD 3,960,000.00 | AUD 0.018Calculated average | — |
Disclosed holding observations4 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 |
|---|---|---|---|---|
| 2026-04-22 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2026-04-22The form indicates post-share-consolidation units for present position; transaction rows are reported in pre-consolidation units.
Change in substantial holding ↗ | PositionOrdinary shares (post-consolidation) | 15,500,000 | 6.87%Voting Power |
| 2026-03-25 | Zhajoin Capital Limited
Details & evidence for Zhajoin Capital Limited on 2026-03-25The threshold date is 25 March 2026; the scanned annexure also lists a 26 March purchase, so timing is internally inconsistent.
Becoming a substantial holder ↗ | ThresholdOrdinary shares | 275,460,776 | 6.15%Voting Power |
| 2025-10-23 | Franklin Resources, Inc. and affiliates
Details & evidence for Franklin Resources, Inc. and affiliates on 2025-10-23
Becoming a substantial holder ↗ | InitialOrdinary shares | 225,000,000 | 6.68%Voting Power |
| 2025-09-19 | Global Lithium Resources Limited
Details & evidence for Global Lithium Resources Limited on 2025-09-19Ceasing to be substantial does not establish zero ownership; no final quantity stated.
Ceasing to be a substantial holder from GL1 ↗ | FinalOrdinary shares | — | — |
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 inventory27 documents
PGL.AX eligible closing price, market data provider via miners local databaseMarket Data · HighPartial
Latest eligible local database close: A$0.55, 300,265 shares, one ASX PGL ordinary share.
- Document ID
- price_sep2026
- Published UTC
- 2026-09-25T06:00:00Z
- Projects
- —
- Commodities
- —
Roe Hills Gold Project Delivers Stellar High-Grade Drill HitsOperations · HighPartial
Terra high-grade intercepts, 5,700m of ~12,000m program completed; three holes require redrilling and no JORC resource declared.
- Document ID
- roe_sep2026
- Published UTC
- 2026-09-16T23:12:00Z
- Projects
- roe_hills
- Commodities
- gold
Further wide, high-grade gold results to feed Mt York PFSOperations · HighPartial
Wide Main Hill and Breccia Hill assays, 36,600m of expanded 60,000m programme; PFS infill by October and updated MRE early 2027.
- Document ID
- drilling_sep2026
- Published UTC
- 2026-09-14T22:22:00Z
- Projects
- mt_york
- Commodities
- gold
RIU Resources Investor Roadshow Melbourne & SydneyPresentation · MediumPartial
Management profile, cash/capital structure and PFS milestones; peer EV/resource display is issuer-selected and not a valuation anchor.
- Document ID
- presentation_aug2026
- Published UTC
- 2026-08-24T23:00:00Z
- Projects
- mt_york · roe_hills
- Commodities
- gold
Mt York delivers more gold with resource and PFS drilling now 50% completeOperations · HighPartial
Deeper gold intercepts at Main Hill and extension; 28,635m drilled, updated MRE early 2027.
- Document ID
- drilling_aug2026
- Published UTC
- 2026-08-23T23:09:00Z
- Projects
- mt_york
- Commodities
- gold
Key Mt York Mineral Rights Agreement declared unconditionalEconomic Arrangement · HighPartial
All MRA conditions precedent satisfied; exploration rights across three granted PLS licences and one application, subject to PLS activity authorisation.
- Document ID
- mra_aug2026
- Published UTC
- 2026-08-09T22:46:00Z
- Projects
- mt_york
- Commodities
- gold
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted
Quarterly Activities/Appendix 5B Cash Flow Report; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- quarterly20260720
- Published UTC
- 2026-07-19T23:18:03Z
- Projects
- mt_york · roe_hills
- Commodities
- gold
Application for quotation of securities - PGLCorporate Action · MediumExtracted
Application for quotation of securities - PGL; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- quotation20260707
- Published UTC
- 2026-07-07T06:16:10Z
- Projects
- —
- Commodities
- —
Pilbara Gold accelerates Mt York Extensional & PFS drillingOperations · MediumExtracted
Pilbara Gold accelerates Mt York Extensional & PFS drilling; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- drilling_july2026
- Published UTC
- 2026-07-06T23:11:29Z
- Projects
- mt_york
- Commodities
- gold
Application for quotation of securities - PGLCorporate Action · MediumExtracted
Application for quotation of securities - PGL; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- quotation20260619
- Published UTC
- 2026-06-19T06:26:05Z
- Projects
- —
- Commodities
- —
Notification regarding unquoted securities - PGLCorporate Action · MediumExtracted
Notification regarding unquoted securities - PGL; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- unquoted_june2026
- Published UTC
- 2026-06-19T06:30:10Z
- Projects
- —
- Commodities
- —
Mining News Select Conference PresentationPresentation · MediumExtracted
Mining News Select Conference Presentation; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- presentation2026
- Published UTC
- 2026-06-16T22:52:04Z
- Projects
- mt_york · roe_hills
- Commodities
- gold
Application for quotation of securities - PGLCorporate Action · MediumExtracted
Application for quotation of securities - PGL; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- quotation20260612
- Published UTC
- 2026-06-12T08:31:58Z
- Projects
- —
- Commodities
- —
Notification of cessation of securities - PGLCorporate Action · MediumExtracted
Notification of cessation of securities - PGL; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- cessation2026
- Published UTC
- 2026-05-08T06:04:52Z
- Projects
- —
- Commodities
- —
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted
Quarterly Activities/Appendix 5B Cash Flow Report; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- quarterly20260429
- Published UTC
- 2026-04-28T22:56:02Z
- Projects
- mt_york · roe_hills
- Commodities
- gold
Mt York Mineral Resource Estimate Passes 2MozResource Update · HighExtracted
Mt York Mineral Resource Estimate Passes 2Moz; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- resource2026
- Published UTC
- 2026-04-12T22:26:56Z
- Projects
- mt_york
- Commodities
- gold
Half Yearly Report and AccountsResults · HighExtracted
Half Yearly Report and Accounts; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- half2026
- Published UTC
- 2026-03-16T05:10:51Z
- Projects
- mt_york · roe_hills
- Commodities
- gold
Notification of security consolidationCorporate Action · HighPartial
Fifteen old ordinary shares consolidated into one new ordinary share; post-consolidation issued capital 224,492,683 shares.
- Document ID
- consolidation2026
- Published UTC
- 2026-02-25T22:00:00Z
- Projects
- —
- Commodities
- —
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumExtracted
Quarterly Activities/Appendix 5B Cash Flow Report; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- quarterly20260130
- Published UTC
- 2026-01-29T22:37:44Z
- Projects
- mt_york
- Commodities
- gold
KAI Acquires TKM's Pincunah Project next to Mt YorkTransaction · HighExtracted
KAI Acquires TKM's Pincunah Project next to Mt York; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- pincunah2026
- Published UTC
- 2026-01-26T22:27:03Z
- Projects
- pincunah
- Commodities
- gold · silver
Resignation of Joint Company SecretaryLeadership · MediumPartial
Sebastian Andre resigned as joint secretary; Robbie Featherby remained sole secretary.
- Document ID
- secretary_jan2026
- Published UTC
- 2026-01-06T21:50:00Z
- Projects
- —
- Commodities
- —
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumExtracted
Quarterly Activities/Appendix 5B Cash Flow Report; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- quarterly20251031
- Published UTC
- 2025-10-30T22:45:02Z
- Projects
- mt_york
- Commodities
- gold
Kairos finalises landmark agreement with PLSEconomic Arrangement · HighPartial
Original signed MRA disclosure: gold and base metals rights excluding lithium/tantalum, PLS programme consent and priority, escrowed rehabilitation security, 2% gross revenue royalty.
- Document ID
- mra2025
- Published UTC
- 2025-10-09T23:25:00Z
- Projects
- mt_york
- Commodities
- gold
Annual Report to shareholdersResults · HighExtracted
Annual Report to shareholders; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- annual2025
- Published UTC
- 2025-09-30T06:15:04Z
- Projects
- mt_york · roe_hills
- Commodities
- gold
Additional Information - Mt York Scoping Study ResultsStudy · HighExtracted
Additional Information - Mt York Scoping Study Results; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- scoping_update2024
- Published UTC
- 2024-12-02T06:18:47Z
- Projects
- mt_york
- Commodities
- gold
Mt York Scoping Study ResultsStudy · HighExtracted
Mt York Scoping Study Results; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- scoping2024
- Published UTC
- 2024-11-26T21:17:01Z
- Projects
- mt_york
- Commodities
- gold
Kairos appoints GR Engineering for Scoping StudyStudy · LowExtracted
Kairos appoints GR Engineering for Scoping Study; local issuer release reviewed in full for relevant valuation evidence.
- Document ID
- scoping_engagement2024
- Published UTC
- 2024-07-07T22:41:09Z
- Projects
- mt_york
- Commodities
- gold
Evidence facts90
410000000 AUD
2024-11-27410000000 AUD
2024-12-023500 AUD/oz
2024-12-02276000000 AUD
2024-12-02657200 oz Au
2024-12-021343000000 AUD
2024-12-0258000000 AUD
2024-12-0288 percent
2024-12-02574000000 AUD
2024-12-02True None
2024-12-0210526938 AUD
2025-06-3010195693 AUD
2025-06-302630912189 shares
2025-06-3020000000 AUD
2024-07-302 percent of sales
2025-09-301385000 oz Au
2024-09-05True None
2025-09-30Robbie Featherby; Sebastian Andre None
2025-09-302 percent
2025-10-10367 km2
2025-10-10True None
2025-10-105400000 AUD
2025-09-30Robbie Featherby None
2026-01-07200000 AUD
2026-01-27200000 AUD equivalent
2026-01-27167.8 km2
2026-01-271 percent NSR
2026-01-272.5 percent NSR
2026-01-2730000000 AUD
2025-12-3115 old shares per new share
2026-04-14224492683 shares
2026-04-141264622 AUD
2025-12-313367390235 shares
2025-12-3110 October 2025 None
2025-10-108 December 2025 None
2025-12-08amounts undisclosed None
2025-12-0810000000 AUD
2026-02-092 percent of sales
2026-02-012082000 oz Au
2026-04-1361700000 tonnes
2026-04-131.05 g/t Au
2026-04-131380000 oz Au
2026-04-13703000 oz Au
2026-04-1313.4 AUD/oz
2026-04-1330472000 AUD
2026-03-3121736734 options
2026-05-01225472492 shares
2026-05-086133336 shares
2026-06-12233753978 shares
2026-06-12233800000 shares
2026-06-1510600000 rights
2026-06-1530500000 AUD
2026-03-31Peter Turner; Robert Klug; Robbie Featherby; Mark Falconer; Jeff Bowen None
2026-06-17173161 shares
2026-06-19233927139 shares
2026-06-19346322 rights
2026-06-1913748 m
2026-07-07Q2 CY2027 None
2026-07-07True None
2026-07-0788889 shares
2026-07-06234016028 shares
2026-07-073635214 rights
2026-07-0727601000 AUD
2026-06-307.64 quarters
2026-06-303611000 AUD
2026-06-300 AUD
2026-06-3013000 m
2026-06-3012000 m planned
2026-07-20Robert Klug None
2026-07-20Jeff Bowen None
2026-07-20True None
2026-08-10367 km2
2026-08-1028635 m
2026-08-24early 2027 None
2026-08-2422 m at 2.04 g/t Au
2026-08-24234000000 shares
2026-08-2427600000 AUD
2026-06-3010600000 rights
2026-08-241H 2027 None
2026-08-2536600 m
2026-09-1560000 m
2026-09-15early 2027 None
2026-09-15October 2026 None
2026-09-1531 m at 1.91 g/t Au
2026-09-1546 m at 3.17 g/t Au
2026-09-175700 m
2026-09-176300 m
2026-09-173 holes
2026-09-170.55 AUD/share
2026-09-25300265 shares
2026-09-25Conflicts requiring judgment1
- Mt York resource update timing
The September 2026 guidance is the latest eligible disclosure and targets early 2027, replacing the 2026 timing in earlier reports.