Price, volume & events
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- Last 2026-11-06
- A$0.55
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$766.6M
- EV
- A$708.7M
- Cash
- A$59.3M
- Debt
- A$0
Investment view
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Sign in or enter a guest codeAnnouncements
Latest 12 of 11All sources ▸- September 2026 Quarterly Activities and Appendix 5BOperations
- Top-20 register and substantial holders (local research product)Other
- Rox Resources Annual Report 2026Results
- Annual Update to Mineral Resource and Ore Reserve at Youanmi Gold Mine (9 Sept 2026)Resource Update
- Rox signs Native Title Mining Agreement for Youanmi (19 Aug 2026)Economic Arrangement
- Final Investment Decision approved for Youanmi (17 Mar 2026)Permitting
- Share Purchase Plan offer booklet (3 Dec 2025)Financing
- Institutional placement to fund project development (14 Nov 2025)Financing
- Youanmi Gold Project Definitive Feasibility Study (Nov 2025)Study
- Youanmi DFS Presentation (13 Nov 2025)Study
- High-Tech Metals completes Mt Fisher and Mt Eureka acquisition (30 May 2025)Transaction
Event calendar · next 12 months
6 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| Near execution (September 2026 quarterly) | Oxygen supply agreement executed | Construction Or Commissioning | Company Guided | Medium | The last major contract is needed to lock the plant configuration and operating cost. |
| December quarter 2026 (company-guided) | Production stoping commences at United North | Construction Or Commissioning | Company Guided | High | Start of production stoping moves the project from development into ore mining against the DFS schedule. |
| Late January 2027 (issuer reporting pattern) | December 2026 quarterly activities report | Results | Inferred | Medium | First quarter of stoping, ore mined and stockpile progress and capex against the DFS budget. |
| February to March 2027 (issuer reporting pattern) | Half-year report to 31 December 2026 | Results | Inferred | Medium | Half-year accounts show construction spending against the facility and the cash balance after drawdowns. |
| Mid-CY2027 (company-guided) | First gold pour (mid-CY2027 target) | Production | Company Guided | High | First gold starts the ramp to a 900 ktpa plant and the gold put cover; any slip is a key funding and timing risk. |
| Q1 FY2028 (contractual monthly maturities) | First gold put deliveries (6,700 oz at A$5,700/oz) | Economic Arrangement | Confirmed | Medium | Contractual floor on the first FY2028 ounces; the hedge starts after first gold. |
Executive roster
As of 2026-11-02Background checks ▸Six current executives in the FY2026 Annual Report Directors Report and the issuer board and management page (accessed 9 Oct 2026), cross-checked to the local management background check. Non-executive directors are excluded.
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Youanmi Gold Project
AU
Construction100% ownedGold
Construction under way after FID (17 March 2026); all permits granted (works approval July 2026); plant 39% complete at 30 Sept 2026; underground development and ROM stockpile building; first gold targeted mid-CY2027.
- Study
- DFS
- Post-tax NPV (study prices, attributable)
- A$965.0md
- NPV restated at our deck (attributable)
- Locked
- IRR
- 55%
- Initial capex (100%)
- A$383.0m
- Capital intensity
- A$3,274/(oz/yr)d
- LoM AISC
- A$1,978/oz
- Mine life
- 6.8 yrs
Project location
Approximate location
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© 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$965M8% discount
IRR55%Published return
Initial capexA$383MPublished capital estimate
Operating cost1,978AUD/oz
Study NPV8 post-tax and post-debt at A$5,200/oz; pre-tax unleveraged NPV8 A$1,433m, IRR 69 per cent; capital is pre-production only.
Resources & reserves4
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | indicated | 8.5M t | 5.9 g/t Au | Gold | 2026-06-30 |
| Mineral Resource | inferred | 3.9M t | 4.7 g/t Au | Gold | 2026-06-30 |
| Mineral Resource | total | 12.4M t | 5.5 g/t Au | Gold | 2026-06-30 |
| Ore Reserve | probable | 4.8M t | 4.7 g/t Au | Gold | 2026-06-30 |
Tenements2
Milestones4
- Works approval for processing plant and TSF (final major approval)
Achieved · High materiality
- Production stoping commences at United North
Pending · High materiality
- Oxygen supply agreement executed (last major contract)
Pending · Medium materiality
- First gold pour (mid-CY2027 target)
Pending · High materiality
Permits & approvals3
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Mining Development and Closure Proposal (MDCP) amendment | Western Australia (DMPE) | Granted | — | Yes |
| Works approval for processing plant, TSF3 and associated infrastructure | Western Australia | Granted | — | Yes |
| Native Title Mining Agreement (Badimia Barna claim applicant) | Western Australia | Granted | — | No |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Youanmi Definitive Feasibility Study (November 2025) | DFS | Current | 2025-11-13 | DFS at A$5,200/oz: 817 koz doré over 6.8 years from a 900 ktpa plant, AISC A$1,978/oz, pre-production capital A$383m, pre-tax NPV8 A$1,433m, post-tax post-debt NPV8 A$965m; FID approved on the DFS basis in March 2026. |
Other
Mt Fisher and Mt Eureka (sold)
AU
DivestedGold
Mt Fisher sold to High-Tech Metals in May 2025 for A$1.45m cash, 1,000,000 HTM shares and a 1% NSR royalty on certain tenements.
d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
Liquidity is adequate for the construction period on the disclosed budget: A$59.3m cash plus A$90.2m drawn after quarter end and A$229.8m remaining under the A$320m term and cost-overrun facilities, against A$210m of remaining pre-production capital. Cost overrun risk and oxygen supply contract execution remain open.
Inventory composition1
ROM ore stockpile of 47,955 t at 3.05 g/t gold (4,700 oz) at 30 Sept 2026; not yet sold, carrying value not disclosed. A surface stockpile is included in the resource total.
- Run-of-mine ore stockpile at 30 Sept 2026 (47,955 t at 3.05 g/t Au, 4,700 oz contained, ahead of DFS schedule)
- — carrying · 47,955 t
Capital structure
Ownership and dilution
- Ordinary shares
- 1.4B
- Fully diluted
- 1.4B
Ordinary shares rose from 746,321,544 (30 June 2025) to 1,390,168,440 (30 June 2026) through A$218m of issues (571.4m at A$0.35 placement and 51.4m SPP, plus 622.9m total incl. option exercises) and 7.8m performance rights vested; 1,393,768,440 at the register date (14 September 2026) after 5.7m rights converted post year-end. No unlisted options were exercisable at the report date. Fully diluted adds 34,950,811 performance rights.
Security classes2
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Fully paid ordinary shares on issue | Ordinary Share | 1.4B | — | — |
| Unquoted performance rights (employee, all classes) | Performance Right | 35M | — | — |
Actuals and forecasts
Financial statements
| AUD | Unit | Trend | FY2025A | FY2026A |
|---|---|---|---|---|
| Operations | ||||
| Gold sold (oz) | oz | 0.00 | 0.00 | |
| Profit and loss | ||||
| Revenue | AUDm | 0.0 | 0.0 | |
| Expensed pre-production and mine costs (P&L) / forecast cash operating costs | AUDm | 17.9 | 32.1 | |
| Corporate administration | AUDm | 3.8 | 6.6 | |
| EBITDA (pre-production basis) | AUDm | (21.7) | (38.7) | |
| Net profit after tax | AUDm | (18.2) | (35.0) | |
| Cash flow | ||||
| Operating cash flow | AUDm | (19.8) | (36.5) | |
| Capex (PP&E and mine development) | AUDm | 3.5 | 62.2 | |
| Free cash flow (operating cash flow less capex) | AUDm | (23.3) | (98.7) | |
| Balance sheet | ||||
| Cash at period end | AUDm | 50.5 | 152.7 | |
| Debt drawn at period end | AUDm | 0.0 | 0.0 | |
| Net debt / (net cash) | AUDm | (50.5) | (152.7) | |
| Per share | ||||
| Ordinary shares on issue (period end) | m shares | 746.3 | 1,390.2 | |
| Multiples and ratios | ||||
| EV / EBITDA (x, current EV) | x | (30.1) | (16.9) | |
| P / E (x, current market cap) | x | (39.1) | (20.3) | |
| FCF yield (current market cap) | % | -3.3% | -13.9% | |
| EBITDA margin | % | — | — | |
| Net debt / EBITDA (x) | x | 2.3 | 3.9 | |
KPI history
Operating metrics
Operating metric source table2
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Contained gold in ore mined (stockpiled, not sold) | Youanmi | Sept 2026 quarter | Quarter | 1,818 oz | Reported |
| Contained gold in ROM stockpile | Youanmi | 30 Sept 2026 | Point In Time | 4,700 oz | Reported |
Company guidance2
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| First Gold Production | youanmi | mid-CY2027 | — | — date | Current |
| Aspiration: Expanded Mine Plan Production Rate (Not Guidance) | youanmi | post expansion (aspiration) | 150,000 | 150,000 oz/yr | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-10-02Ann. 2026-03-09 | Debt | A$350M | — | — | Ongoing | — |
| 2025-12-23Ann. 2025-12-03 | Raising | A$18M | 51.4M | — | Completed | — |
| 2025-12-23Ann. 2025-11-14 | Raising | A$200M | 571.4M | — | 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.
Arrangements in the DFS, FY2026 Annual Report, the September 2026 quarterly, the native title and power announcements and the Mt Fisher completion. The oxygen supply and EPC contract terms and the St Barbara royalty rate were not disclosed in the documents read.
A$350m syndicated debt (A$300m term loan, A$20m cost overrun, A$30m bank guarantee) with a 5.5-year term, first secured over the project; financial close and first drawdown on 2 October 2026. Undrawn amounts fund DFS capex inside the DCF, not the equity bridge.
Other · Active- Counterparties
- Syndicate of Australian and international banks
- Applies to
- Youanmi Gold Project · Gold
- Economic direction
- Burden
- Period
- 2026-04-30 to 2032-04-02
- Key terms
- Senior secured project term loan facility: 300,000,000 AUD
Cost overrun facility: 20,000,000 AUD
Bank guarantee facility: 30,000,000 AUD
Interest: —
How it affects our valuation
No valuation treatment is available for this arrangement.
Gold put options on 40,400 oz for FY2028 at A$5,700/oz, bought for A$9.7m; the company keeps upside above the strike. Modelled as a realised-price floor on those ounces only.
Commodity Hedge · Active- Counterparties
- Tier 1 bank counterparties (not named)
- Applies to
- Youanmi Gold Project · Gold
- Economic direction
- Benefit
- Period
- 2025-12-01 to 2028-06-30
- Key terms
- Ounces covered (FY2028, monthly maturities): 40,400 oz
Strike price: 5,700 AUD/oz
Premium paid: 241 AUD/oz
Fair value at 30 June 2026: 15,131,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
1% NSR royalty to Venus Metals over the Youanmi tenure (excluding M57/10); included in the DFS royalty total of A$146m (A$179/oz).
Royalty · Active- Counterparties
- Venus Metals Corporation Limited
- Applies to
- Youanmi Gold Project · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Net smelter return royalty: 1 %
How it affects our valuation
No valuation treatment is available for this arrangement.
WA State royalty of 2.5 per cent of gold revenue; within the DFS royalty assumption of 3.5 per cent of revenue.
Royalty · Active- Counterparties
- State of Western Australia
- Applies to
- Youanmi Gold Project · Gold
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- State gold royalty: 2.5 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Royalty agreements between St Barbara Limited and Venus Metals over parts of the tenure, referred to in the DFS; rates not disclosed in the documents read and assumed within the DFS royalty total.
Royalty · Active- Counterparties
- St Barbara Limited · Venus Metals Corporation Limited
- Applies to
- Youanmi Gold Project · Gold
- Economic direction
- Burden
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Native Title Mining Agreement signed 19 August 2026 with an upfront payment and a production-based royalty. Neither amount is disclosed; the DFS royalty total does not include it, so it is tested as a sensitivity.
Royalty · Active- Counterparties
- Badimia Barna Native Title Claim Applicant
- Applies to
- Youanmi Gold Project · Gold
- Economic direction
- Burden
- Period
- From 2026-08-19; no end date stated
- Key terms
- Upfront payment: —
Production-based royalty: —
How it affects our valuation
No valuation treatment is available for this arrangement.
Build-own-operate power supply agreement executed in August 2026; its payments replace on-site diesel and capex, so the net incremental cost is what the DFS operating cost is tested against.
Other · Active- Counterparties
- Pacific Energy Limited
- Applies to
- Youanmi Gold Project · Gold
- Economic direction
- Burden
- Period
- 2026-08-31 to 2036-08-31
- Key terms
- Initial term: 10 years
Power station capacity: 25 MW
How it affects our valuation
No valuation treatment is available for this arrangement.
Sale of Mt Fisher to High-Tech Metals: cash, HTM shares and a 1% NSR royalty to the company. Immaterial to value.
Royalty · Active- Counterparties
- High-Tech Metals Limited
- Applies to
- Mt Fisher and Mt Eureka (sold) · Gold
- Economic direction
- Benefit
- Period
- From 2025-05-30; no end date stated
- Key terms
- Cash consideration received: 1,450,000 AUD
HTM shares received: 1,000,000 shares
NSR royalty on certain tenements: 1 %
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
Deepened, cutoff-limited public-source review. Findings distinguish issuer-reported results, documented individual responsibilities, company-level adverse matters and unresolved evidence gaps. Search coverage is recorded by person and topic; it is not an exhaustive clearance check.
Decision-relevant facts
Material summary
Phillip Wilding
Managing Director & CEO
Company SuccessIssuer Reported · High materiality
Youanmi moved from explorer to funded mine development during his CEO tenure
Rox reported completion of the Youanmi DFS in November 2025, underground mining beginning in November 2025, project construction permits received, FID in March 2026, and funding comprising A$200m institutional placement, A$18m share purchase plan and A$350m project debt facilities (subject to conditions precedent). The February 2025 appointment release says that since CEO commencement in October 2024 Wilding oversaw a A$27m raise, completed 11,000m growth drilling, began a 35,000m drilling campaign and met project milestones. These are issuer-reported outcomes; the annual report says gold production remained a FY27 objective.
Role overlaps event; causation unproven · As CEO, he held executive oversight during the reported funding, permitting, FID and first development milestones; the sources do not isolate his personal causal contribution beyond the company’s express appointment-release attribution.
Annual Report 2026 · Chairman’s Review / Review of Operations and Remuneration Report, pp. 4-8, 40-46
Appointment of CEO, Mr Phillip Wilding as Managing Director and Chief Executive Officer · CEO appointment and reported milestones, p. 1
Evidence gaps · 3
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
Greg Hoskins
CFO & Company Secretary
Company SuccessIssuer Reported · Medium materiality
CFO tenure overlapped major Youanmi financing and final investment decision
During Hoskins’s CFO tenure (from 3 February 2025), Rox reported A$200m institutional equity, A$18m SPP and A$350m project debt facilities, and a March 2026 FID. The annual report records his CFO/Company Secretary role, remuneration linked to DFS and FID and vesting of his DFS performance rights. The appointment release separately documents his prior role in OreCorp project financing and negotiation of the Perseus acquisition; it does not establish his personal role in Rox’s capital raise.
Role overlaps event; causation unproven · Hoskins held the finance leadership role during company-level funding and FID; no reviewed source specifically attributes terms, negotiation or financing execution to him at Rox.
Annual Report 2026 · Review of Operations and audited Remuneration Report, pp. 6-8, 40-46
Annual Report 2026 · KMP remuneration and performance rights, pp. 45-49
Evidence gaps · 3
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
Oliver Keene
General Manager – Operations
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened sources.
- The grouped adverse-topic search was preliminary; person-specific regulator, court, safety, environmental, insolvency, fraud and governance checks remain incomplete.
Daniel Marchesi
General Manager – Planning & Development
Company SuccessDocumented · Medium materiality
Technical sign-off on the Youanmi Ore Reserve statement
The FY26 report identifies Marchesi as General Manager – Studies, names him as the consenting Competent Person for the Youanmi Ore Reserve statement released 9 September 2026, and reports that the main project received FID and commenced underground development. That documents a defined technical responsibility; it does not show that he alone authored the development outcome.
Individual involvement documented · The company identifies him as the Competent Person consenting to the Ore Reserve statement, supporting direct technical attribution for that statement only.
Annual Report 2026 · Ore Reserve Estimate / Competent Person consent, p. 7
Annual Report 2026 · Review of Operations, pp. 6-8
Evidence gaps · 3
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
- Full dated chronology across previous employers, independent confirmation of education/professional memberships, and targeted regulator/court register searches were not completed; logged open-web searches are not exhaustive clearance checks.
Jonathan Streeter
General Manager – Geology
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened sources.
- The grouped adverse-topic search was preliminary; person-specific regulator, court, safety, environmental, insolvency, fraud and governance checks remain incomplete.
Andrew Shaw-Stuart
Exploration Manager
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened sources.
- The grouped adverse-topic search was preliminary; person-specific regulator, court, safety, environmental, insolvency, fraud and governance checks remain incomplete.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-09-14 · 1,393,768,440 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 19.05% | 265,510,669 | |
| 2 | 11.29% | 157,396,835 | |
| 3 | 10.10% | 140,777,468 | |
| 4 | 9.61% | 133,967,368 | |
| 5 | 6.33% | 88,204,538 | |
| 6 | 6.13% | 85,482,341 | |
| 7 | 2.25% | 31,387,895 | |
| 8 | 1.96% | 27,345,664 | |
| 9 | 1.64% | 22,800,000 | |
| 10 | 1.27% | 17,731,704 | |
| 11 | 0.81% | 11,314,295 | |
| 12 | 0.73% | 10,166,378 | |
| 13 | 0.37% | 5,211,999 | |
| 14 | 0.36% | 5,048,714 | |
| 15 | 0.36% | 5,000,000 | |
| 16 | 0.36% | 5,000,000 | |
| 17 | 0.36% | 5,000,000 | |
| 18 | 0.34% | 4,750,000 | |
| 19 | 0.31% | 4,300,000 | |
| 20 | 0.28% | 3,946,851 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 19.03%Voting power | 2026-09-14 | |
| 13.31%Voting power | 2026-09-14 | |
| 12.09%Voting power | 2026-09-14 | |
| 5.21%Voting power | 2026-09-30 | |
| 5.21%Voting power | 2026-09-30 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- Dated registered-holder list is not a complete beneficial-ownership register. Later substantial-holder notices were not fully reconciled for this candidate.
Sources
- Annual Report 2026
ASX / Rox Resources Limited · Published 2026-09-17 · Accessed 2026-10-09
Issuer top-20 ordinary-shareholder table as at 2026-09-14.
2026/2026-09-17_Annual Report 2026_0e7454236bb24390.pdf, PDF page 105; ordinary shareholder information
- Becoming a substantial holder from MUFG
ASX / Rox Resources Limited · Published 2026-10-05 · Accessed 2026-10-09
Mitsubishi UFJ Financial Group reports 72,669,178 shares and 5.21% voting power as at 30 September 2026, including relevant interests of Morgan Stanley.
2026/2026-10-05_Becoming a substantial holder from MUFG_843fa64c2bdcea99.pdf, Form 603 sections 1–4
- Becoming a substantial holder from MS
ASX / Rox Resources Limited · Published 2026-10-05 · Accessed 2026-10-09
Morgan Stanley and subsidiaries report 72,669,178 shares and 5.21% voting power as at 30 September 2026.
2026/2026-10-05_Becoming a substantial holder from MS_10f7af51881e1642.pdf, Form 603 sections 1–4
- Annual Report 2026
ASX / Rox Resources Limited · Published 2026-09-17 · Accessed 2026-10-09
Issuer lists L1 Capital, Hawke’s Point and QGold as substantial holders as at 14 September 2026.
2026/2026-09-17_Annual Report 2026_0e7454236bb24390.pdf, PDF page 106, Substantial Shareholders
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 inventory16 documents
RXL ASX close, 2 November 2026 (reference price)Market Data · HighExtracted
Latest eligible local ASX close for RXL on the cutoff date, from the market data provider daily history held in the local market database. Price freshness 0 days.
- Document ID
- rxl-reference-price-2026-11-02
- Published UTC
- 2026-11-01T14:00:00Z
- Projects
- youanmi
- Commodities
- gold
Stock database peer rows (market capitalisation, EV, multiples) at 2 November 2026Market Data · MediumExtracted
Peer rows from miners_v8.db stock_daily for ASX gold developers and producers (GGP, PRU, RSG, CMM, WIA, OBM, GMD, PNR) as of 2 November 2026, in AUD. Used for the peer table only.
- Document ID
- peer-stock-database-2026-11-02
- Published UTC
- 2026-11-01T14:00:00Z
- Projects
- youanmi
- Commodities
- gold
Insider dealings register, directors view (local database)Other · LowExtracted
Directors dealings from the local insider transactions database (partial coverage): rights exercises by Dennis (500,000, July 2026) and Stoitis (500,000, May 2026), sale of 412,766 shares by Dennis (Sept 2025), a 100,000-share purchase at A$0.315 by Wilding (May 2025) and a subscription by Hogan at A$0.14 (Dec 2024).
- Document ID
- insider-dealings-rxl
- Published UTC
- 2026-11-01T14:00:00Z
- Projects
- youanmi
- Commodities
- gold
Gold spot (market data provider futures GC, USD/oz) and AUD/USD, latest observation on or before cutoffCommodity Data · HighExtracted
Gold spot is the latest local observation: US$3,898.9/oz on 30 October 2026, about A$5,551/oz at AUD per USD 1.4236; the 12-month USD average is US$4,454/oz. These local observations conflict with the A$6,100/oz spot cited in the company DFS and 2026 releases, which were quoted at an earlier date; the local observation is used.
- Document ID
- gold-spot-aud-2026-10-30
- Published UTC
- 2026-10-29T14:00:00Z
- Projects
- youanmi
- Commodities
- gold
September 2026 Quarterly Activities and Appendix 5BOperations · HighExtracted
September quarter 2026: cash A$59.3m before the A$90.2m project loan drawdown on 2 October 2026; shares 1,393.8m; plant 39% complete; first gold mid-CY2027; oxygen supply contract the only major contract outstanding; ROM stockpile 47.9 kt at 3.05 g/t.
- Document ID
- rxl-quarterly-sep-2026
- Published UTC
- 2026-10-19T22:00:00Z
- Projects
- youanmi
- Commodities
- gold
Management background check and roster (local research product)Governance · MediumExtracted
Cutoff-limited public-source review of the six current executives: roles, identity against the issuer board and management page (accessed 2026-10-09), and delivery and role findings. Used for executive coverage and biographies; it is not a clearance check.
- Document ID
- rxl-management-background-check
- Published UTC
- 2026-10-08T14:00:00Z
- Projects
- youanmi
- Commodities
- gold
Top-20 register and substantial holders (local research product)Other · MediumExtracted
Issuer top-20 register dated 14 September 2026 and substantial holders from the Annual Report, updated with MUFG and Morgan Stanley Form 603 notices of 5 October 2026 (group 5.21%). Nominee holdings are not beneficial owners.
- Document ID
- rxl-ownership-register-2026-09-14
- Published UTC
- 2026-10-08T14:00:00Z
- Projects
- youanmi
- Commodities
- gold
Rox Resources Annual Report 2026Results · HighExtracted
Full-year accounts to 30 June 2026: loss of A$35.0m, no revenue, cash A$152.7m, debt facilities A$350m, shares 1,390.2m at year end and 1,393.8m at the register date. Gold put options cover 40,400 oz for FY2028. Provisions A$18.5m. Subsequent events: works approval (July 2026), power PPA and Native Title Mining Agreement (August 2026).
- Document ID
- rxl-annual-report-fy2026
- Published UTC
- 2026-09-16T23:00:00Z
- Projects
- youanmi
- Commodities
- gold
Annual Update to Mineral Resource and Ore Reserve at Youanmi Gold Mine (9 Sept 2026)Resource Update · HighExtracted
Youanmi resources at 30 June 2026: 12.4 Mt at 5.5 g/t for 2,195 koz (Indicated 1,606 koz, Inferred 588 koz); Ore Reserve 4.8 Mt at 4.7 g/t for 727 koz, probable, based on Indicated material and A$3,200/oz. Reserve up 8% after 774 koz depletion.
- Document ID
- rxl-mre-ore-2026
- Published UTC
- 2026-09-08T23:00:00Z
- Projects
- youanmi
- Commodities
- gold
Rox signs Native Title Mining Agreement for Youanmi (19 Aug 2026)Economic Arrangement · MediumExtracted
Native Title Mining Agreement with the Badimia Barna claim applicant: consent to future tenure and mining activities across the project area, plus an upfront payment and production-based royalty. Amounts and rate are not disclosed in the announcement.
- Document ID
- rxl-native-title-agreement-2026
- Published UTC
- 2026-08-18T23:00:00Z
- Projects
- youanmi
- Commodities
- gold
Final Investment Decision approved for Youanmi (17 Mar 2026)Permitting · HighExtracted
Board approved FID on 17 March 2026 after MDCP amendment approval; funding described as A$350m bank commitments plus A$200m placement and A$18m SPP; financial close expected September 2026 quarter.
- Document ID
- rxl-fid-2026
- Published UTC
- 2026-03-16T23:00:00Z
- Projects
- youanmi
- Commodities
- gold
Share Purchase Plan offer booklet (3 Dec 2025)Financing · MediumExtracted
Share purchase plan at A$0.35 per share, completing the A$18m SPP with the placement in December 2025.
- Document ID
- rxl-spp-dec-2025
- Published UTC
- 2025-12-02T23:00:00Z
- Projects
- youanmi
- Commodities
- gold
Institutional placement to fund project development (14 Nov 2025)Financing · HighExtracted
A$200m institutional placement at A$0.35 per share to fund the Youanmi development.
- Document ID
- rxl-placement-nov-2025
- Published UTC
- 2025-11-13T23:00:00Z
- Projects
- youanmi
- Commodities
- gold
Youanmi Gold Project Definitive Feasibility Study (Nov 2025)Study · HighExtracted
DFS (Nov 2025): 817 koz doré over 6.8 years from a 900 ktpa plant, C1 A$1,590/oz, AISC A$1,978/oz, pre-production capital A$383m, pre-tax NPV8 A$1,433m and post-tax NPV8 A$965m at A$5,200/oz. Annual cash-flow chart and production profile read from figures 16, 17 and 31.
- Document ID
- rxl-dfs-2025
- Published UTC
- 2025-11-12T23:00:00Z
- Projects
- youanmi
- Commodities
- gold
Youanmi DFS Presentation (13 Nov 2025)Study · MediumExtracted
Presentation of the DFS with the gold price sensitivity table used to check the study reproduction. Royalty per oz appears as A$176/oz on slide 8 and A$179/oz on slide 7 (conflict recorded).
- Document ID
- rxl-dfs-presentation-2025
- Published UTC
- 2025-11-12T23:00:00Z
- Projects
- youanmi
- Commodities
- gold
High-Tech Metals completes Mt Fisher and Mt Eureka acquisition (30 May 2025)Transaction · LowExtracted
Divestment of Mt Fisher: A$1.45m cash, 1,000,000 High-Tech Metals shares and a 1% NSR royalty to Rox on certain tenements.
- Document ID
- rxl-mt-fisher-sale-2025
- Published UTC
- 2025-05-29T23:00:00Z
- Projects
- mt-fisher
- Commodities
- gold
Evidence facts75
152666000 AUD
2026-06-30-34952000 AUD
2026-06-30-36493000 AUD
2026-06-30-47728000 AUD
2026-06-30-39958000 AUD
2026-06-301390168440 shares
2026-06-30746321544 shares
2025-06-301393768440 shares
2026-09-1434950811 shares
2026-09-140 shares
2026-09-1440400 oz
2026-06-3015131000 AUD
2026-06-30350000000 AUD
2026-04-30240000 AUD
2026-06-3018476000 AUD
2026-06-301344000 AUD
2026-06-300 AUD
2026-06-30None None
2026-08-31CP dependent text
2026-06-302195000 oz
2026-06-301606000 oz
2026-06-30588000 oz
2026-06-3087000 oz
2026-06-302105000 oz
2026-06-303000 oz
2026-06-30727000 oz
2026-06-30674000 oz
2025-10-303200 AUD/oz
2026-06-301433000000 AUD
2025-11-13965000000 AUD
2025-11-1369 %
2025-11-13383000000 AUD
2025-11-13171000000 AUD
2025-11-131978 AUD/oz
2025-11-131590 AUD/oz
2025-11-13179 AUD/oz
2025-11-13817000 oz
2025-11-13117000 oz/yr
2025-11-13900000 t/yr
2025-11-1390.8 %
2025-11-136.8 years
2025-11-135200 AUD/oz
2025-11-13None None
2026-02-013.5 %
2025-11-131161000000 AUD
2025-11-131923000000 AUD
2025-11-132249000000 AUD
2025-11-13None None
2026-03-17568000000 AUD
2026-03-1759260000 AUD
2026-09-30152666000 AUD
2026-06-301393800000 shares
2026-09-301818 oz
2026-09-304700 oz
2026-09-3090200000 AUD
2026-10-02350000000 AUD
2026-09-3065587000 AUD
2026-09-3019673000 AUD
2026-09-30-6663000 AUD
2026-09-300.39 fraction
2026-09-30None None
2027-06-30None None
2026-09-30None None
2026-08-190.35 AUD/share
2025-11-14200000000 AUD
2025-11-140.35 AUD/share
2025-12-031450000 AUD
2025-05-301000000 shares
2025-05-301 %
2025-05-300.51 AUD/share
2026-11-023898.9 USD/oz
2026-10-304453.68 USD/oz
2026-10-301.4236 AUD/USD
2026-10-30265219981 shares
2026-09-14185549781 shares
2026-09-14Conflicts requiring judgment2
- royalty payments A$/oz
The full DFS Table 31 shows A$179/oz (royalties A$146m); the presentation chart shows A$176/oz. The full study table is used.
- gold spot in A$/oz
The company quotes spot as about A$6,100/oz (September 2026, earlier date). The latest local observation on 30 October 2026 implies about A$5,551/oz, which is used for the spot case.