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2026-11-06
◂ Monitor PGL ASX

Pilbara Gold Limited

PFS Developer · Gold · Australia Rating locked: sign in to view v6.2
Last 2026-11-06
A$0.4
1D
—
1M
—
YTD
—
1Y
—
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

Narrative and provenance

Research & Sources

AI Analyst Report

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Chronological 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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
—
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
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
Open original source ↗
Evidence facts90
scoping2024.study_npvsOriginal scoping 4Mtpa NPV5

410000000 AUD

2024-11-27
scoping_update2024.npv4Mtpa scoping pre-tax NPV5

410000000 AUD

2024-12-02
scoping_update2024.gold_priceScoping gold price

3500 AUD/oz

2024-12-02
scoping_update2024.initial_capexScoping initial capex

276000000 AUD

2024-12-02
scoping_update2024.recoverableScoping recovered ounces

657200 oz Au

2024-12-02
scoping_update2024.total_opexScoping mining, processing and G&A costs

1343000000 AUD

2024-12-02
scoping_update2024.royaltiesScoping royalties

58000000 AUD

2024-12-02
scoping_update2024.recoveryScoping recovery

88 percent

2024-12-02
scoping_update2024.fcfScoping pre-tax undiscounted FCF

574000000 AUD

2024-12-02
scoping_update2024.no_reserveNo reserve declared at scoping stage

True None

2024-12-02
annual2025.fy25_lossFY2025 net loss

10526938 AUD

2025-06-30
annual2025.fy25_cashFY2025 cash

10195693 AUD

2025-06-30
annual2025.fy25_sharesFY2025 ordinary shares

2630912189 shares

2025-06-30
annual2025.pilbara_salePLS tenement sale consideration

20000000 AUD

2024-07-30
annual2025.pilbara_royaltyRoyalty retained over divested PLS ground

2 percent of sales

2025-09-30
annual2025.mt_york_old_resourceSuperseded Mt York resource

1385000 oz Au

2024-09-05
annual2025.nyamal_pendingMt York mining agreement then pending

True None

2025-09-30
annual2025.secretariesJoint company secretaries Robbie Featherby and Sebastian Andre

Robbie Featherby; Sebastian Andre None

2025-09-30
mra2025.royaltyPLS gross revenue royalty on MRA ground

2 percent

2025-10-10
mra2025.areaPLS MRA mineral rights area

367 km2

2025-10-10
mra2025.waterMRA does not convey water rights

True None

2025-10-10
quarterly20251031.cashSeptember quarter cash

5400000 AUD

2025-09-30
secretary_jan2026.sole_secretaryRobbie Featherby becomes sole company secretary

Robbie Featherby None

2026-01-07
pincunah2026.purchasePincunah upfront consideration

200000 AUD

2026-01-27
pincunah2026.contingentPincunah rights vest at at least 50koz gold at at least 1 g/t

200000 AUD equivalent

2026-01-27
pincunah2026.areaPincunah licences and application area

167.8 km2

2026-01-27
pincunah2026.royalty_cme1% NSR over E45/4909 and E45/4917

1 percent NSR

2026-01-27
pincunah2026.royalty_pls2.5% NSR over E45/4640

2.5 percent NSR

2026-01-27
quarterly20260130.cashDecember quarter cash

30000000 AUD

2025-12-31
consolidation2026.ratioOrdinary share consolidation ratio

15 old shares per new share

2026-04-14
consolidation2026.post_sharesPost consolidation ordinary shares

224492683 shares

2026-04-14
half2026.h1_lossH1 FY2026 net loss

1264622 AUD

2025-12-31
half2026.h1_sharesOrdinary shares at December 2025

3367390235 shares

2025-12-31
half2026.plsmraPLS mineral rights agreement signed

10 October 2025 None

2025-10-10
half2026.nyamalNyamal native title mining agreement signed

8 December 2025 None

2025-12-08
half2026.nyamal_obligationsNyamal agreement includes milestone and royalty payments

amounts undisclosed None

2025-12-08
half2026.pls_receiptFinal PLS tenement sale payment received

10000000 AUD

2026-02-09
half2026.pls_royalty2% sales royalty on divested PLS ground became effective

2 percent of sales

2026-02-01
resource2026.total_ozMt York gold resource total

2082000 oz Au

2026-04-13
resource2026.total_mtMt York resource tonnage

61700000 tonnes

2026-04-13
resource2026.total_gradeMt York resource grade

1.05 g/t Au

2026-04-13
resource2026.indicated_ozMt York indicated gold

1380000 oz Au

2026-04-13
resource2026.inferred_ozMt York inferred gold

703000 oz Au

2026-04-13
resource2026.drill_cost2025 resource growth discovery cost

13.4 AUD/oz

2026-04-13
quarterly20260429.cashMarch quarter cash

30472000 AUD

2026-03-31
cessation2026.expired_optionsOptions expired May 2026

21736734 options

2026-05-01
cessation2026.sharesMay quoted ordinary shares

225472492 shares

2026-05-08
quotation20260612.convertedRights converted into ordinary shares

6133336 shares

2026-06-12
quotation20260612.sharesQuoted ordinary shares

233753978 shares

2026-06-12
presentation2026.sharesJune shares

233800000 shares

2026-06-15
presentation2026.rightsJune performance rights

10600000 rights

2026-06-15
presentation2026.cash_marchMarch cash

30500000 AUD

2026-03-31
presentation2026.managementJune management roster

Peter Turner; Robert Klug; Robbie Featherby; Mark Falconer; Jeff Bowen None

2026-06-17
quotation20260619.issuedPincunah consideration shares quoted

173161 shares

2026-06-19
quotation20260619.sharesQuoted ordinary shares

233927139 shares

2026-06-19
unquoted_june2026.rightsPincunah contingent rights issued

346322 rights

2026-06-19
drilling_july2026.metresMt York 2026 metres drilled

13748 m

2026-07-07
drilling_july2026.pfsMt York PFS targeted Q2 CY2027

Q2 CY2027 None

2026-07-07
drilling_july2026.assaysInitial 2026 assays were pending

True None

2026-07-07
quotation20260707.convertedRights converted into ordinary shares

88889 shares

2026-07-06
quotation20260707.sharesQuoted ordinary shares

234016028 shares

2026-07-07
quotation20260707.rightsUnquoted performance rights

3635214 rights

2026-07-07
quarterly20260720.cashQuarter-end cash

27601000 AUD

2026-06-30
quarterly20260720.runwayAppendix 5B quarters of funding

7.64 quarters

2026-06-30
quarterly20260720.outgoingsQuarter relevant outgoings

3611000 AUD

2026-06-30
quarterly20260720.no_facilityUndrawn financing facilities

0 AUD

2026-06-30
quarterly20260720.mt_york_drillingMt York 2026 drilling end June

13000 m

2026-06-30
quarterly20260720.roe_drillingRoe Hills drilling program underway

12000 m planned

2026-07-20
quarterly20260720.robert_roleRobert Klug became Chief Legal and Financial Officer

Robert Klug None

2026-07-20
quarterly20260720.jeff_roleJeff Bowen became Study Manager

Jeff Bowen None

2026-07-20
mra_aug2026.unconditionalPLS MRA conditions precedent satisfied

True None

2026-08-10
mra_aug2026.areaGold/base metal rights excluding Li/Ta

367 km2

2026-08-10
drilling_aug2026.drilledMt York metres drilled by August

28635 m

2026-08-24
drilling_aug2026.mre_timingUpdated MRE targeted early 2027

early 2027 None

2026-08-24
drilling_aug2026.extension_interceptMain Hill Extension intercept 22m at 2.04g/t

22 m at 2.04 g/t Au

2026-08-24
presentation_aug2026.sharesAugust ordinary shares about 234m

234000000 shares

2026-08-24
presentation_aug2026.cashJune cash

27600000 AUD

2026-06-30
presentation_aug2026.rightsPerformance rights approved to issue

10600000 rights

2026-08-24
presentation_aug2026.pfsPFS anticipated 1H 2027

1H 2027 None

2026-08-25
drilling_sep2026.drilledMt York 2026 drilling completed

36600 m

2026-09-15
drilling_sep2026.programExpanded Mt York drilling program

60000 m

2026-09-15
drilling_sep2026.mre_timingUpdated MRE targeted early 2027

early 2027 None

2026-09-15
drilling_sep2026.infillPFS infill targeted for October 2026

October 2026 None

2026-09-15
drilling_sep2026.assayBreccia Hill intercept 31m at 1.91g/t

31 m at 1.91 g/t Au

2026-09-15
roe_sep2026.interceptTerra 46m at 3.17g/t Au

46 m at 3.17 g/t Au

2026-09-17
roe_sep2026.drilledRoe Hills drilling completed

5700 m

2026-09-17
roe_sep2026.remainingRoe Hills drilling remaining

6300 m

2026-09-17
roe_sep2026.failed_holesThree holes failed to target depth due to cover

3 holes

2026-09-17
price_sep2026.closePGL ordinary-share ASX close

0.55 AUD/share

2026-09-25
price_sep2026.volumeASX trading volume

300265 shares

2026-09-25
Conflicts 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.