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2026-11-06
◂ Monitor SKY ASX

Sky Metals Limited

PFS Developer · Tin · Tungsten · Silver · Australia Rating locked: sign in to view v8 · sky-20261009t155815-first-fill
Last 2026-11-06
A$0.15
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$148.8M
EV
A$131.3M
Cash
A$17.6M
Debt
A$0
3 newer ASX announcements not yet reflected in this valuation

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.

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Chronological evidenceSource-document inventory24 documents
SKY ASX ordinary-share closing priceMarket Data · HighExtracted

Latest eligible local database close for one ASX SKY ordinary share, with selected event-window local closes and volumes for price-reaction context; price changes are not attributed causally to a release.

Document ID
market-close-2026-09-25
Published UTC
2026-09-25T06:00:00Z
Projects
—
Commodities
—
Open original source ↗
Notification of cessation of securities - SKYCorporate Action · HighExtracted

Appendix 3H confirms unchanged quoted ordinary shares and 4.57 million remaining performance rights after 270,000 lapsed. Exact ASX release time unavailable; 10:00 local is a date-normalization placeholder.

Document ID
rights-cessation-2026-09-24
Published UTC
2026-09-24T00:00:00Z
Projects
—
Commodities
—
Open original source ↗
Notice of 2026 Annual General Meeting and Proxy FormGovernance · HighExtracted

AGM notice sets 20 October 2026 meeting and Scott Todd election resolution; released at ASX close.

Document ID
agm-notice-2026-09-18
Published UTC
2026-09-18T06:00:00Z
Projects
—
Commodities
—
Open original source ↗
2026 Annual ReportResults · HighExtracted

Audited FY2026 report supplies financial position, current executive roster, option terms, DVP JV ownership and tenement schedule. Exact ASX release time not available from this reproduction; 10:00 local is a date-normalization placeholder.

Document ID
annual-report-2026
Published UTC
2026-09-17T00:00:00Z
Projects
tallebung · doradilla · cullarin · kangiara · iron-duke
Commodities
tin · tungsten · silver · copper · gold
Open original source ↗
High-Grade Tungsten Discovery 20km North of TallebungResource Update · HighExtracted

Issuer reports 7.44% WO3 surface rock chip at Theirman, 20km north of Tallebung; this is exploration evidence, not a resource or reserve.

Document ID
theirman-discovery-2026-09-08
Published UTC
2026-09-07T22:47:00Z
Projects
tallebung
Commodities
tungsten · tin
Open original source ↗
Morgans rates SKY as Speculative Buy (syndicated summary)Other · MediumExtracted

Morgans rates SKY as Speculative Buy. The syndicated article says Morgans sees around 8.4 years of initial mine life, potential tungsten and silver recovery/payability upside, and resource conversion ahead of the DFS. Full broker note was not accessible.

Document ID
morgans-summary-2026-08-19
Published UTC
2026-08-19T00:31:00Z
Projects
tallebung
Commodities
tin · tungsten · silver
Open original source ↗
Tallebung PFS Confirms Low-Cost, High-Margin ProjectStudy · HighExtracted

Full issuer PFS: 7.25-year production target, 34% inferred feed, no Ore Reserve, A$309.28m post-tax NPV8, A$138.77m pre-production capex excluding contingency, and financing and consent outstanding.

Document ID
tallebung-pfs-2026-08-10
Published UTC
2026-08-09T23:49:00Z
Projects
tallebung
Commodities
tin · tungsten · silver
Open original source ↗
Shareholder and Investor Webinar — Tallebung PFS noticePresentation · LowExtracted

Sky Metals announced that Managing Director Oliver Davies would host a live shareholder and investor webinar on 11 August 2026 to discuss the Tallebung PFS and take investor questions. The notice promised a later recording; it is not a transcript or FY2026 earnings call. Exact ASX publication time was unavailable; metadata time is a date-normalization placeholder.

Document ID
pfs-webinar-notice-2026-08-10
Published UTC
2026-08-10T00:00:00Z
Projects
tallebung
Commodities
tin · tungsten · silver
Open original source ↗
Noosa Mining Investor Conference PresentationPresentation · HighExtracted

Latest investor presentation contains the July 2026 Tallebung MRE, capital summary, metallurgy, approvals timeline and Doradilla target.

Document ID
noosa-presentation-2026-07-24
Published UTC
2026-07-23T23:57:40Z
Projects
tallebung · doradilla
Commodities
tin · tungsten · silver
Open original source ↗
Quarterly Activities Report - June 2026Operations · HighExtracted

Latest quarterly activities, approvals, drilling, project portfolio and Iron Duke divestment terms.

Document ID
jun-2026-activities
Published UTC
2026-07-20T23:03:43Z
Projects
tallebung · doradilla · iron-duke
Commodities
tin · tungsten · silver · copper · gold
Open original source ↗
Quarterly Cashflow Report - June 2026Results · HighExtracted

Latest Appendix 5B liquidity and runway checkpoint.

Document ID
jun-2026-cashflow
Published UTC
2026-07-20T23:00:33Z
Projects
—
Commodities
—
Open original source ↗
Notification regarding unquoted securities - SKYCorporate Action · MediumExtracted

Latest detailed ASX securities ledger before the cutoff.

Document ID
jul-2026-rights-issue
Published UTC
2026-07-07T03:12:24Z
Projects
—
Commodities
—
Open original source ↗
Notification of cessation of securities - SKYCorporate Action · LowExtracted

Records the lapse of 170,000 performance rights.

Document ID
jun-2026-rights-cessation
Published UTC
2026-06-03T22:28:59Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - SKYFinancing · MediumExtracted

Quotes the director tranche of the February placement.

Document ID
jun-2026-share-quotation
Published UTC
2026-06-03T23:01:09Z
Projects
—
Commodities
—
Open original source ↗
Notification regarding unquoted securities - SKYCorporate Action · MediumExtracted

Issues 2.96 million employee performance rights and reports the contemporaneous securities ledger.

Document ID
may-2026-rights-issue
Published UTC
2026-05-19T09:15:36Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities Report - March 2026Financing · HighExtracted

Reports the February 2026 placement, Tallebung drilling and commencement of the SSD approvals pathway.

Document ID
mar-2026-activities
Published UTC
2026-04-28T22:43:52Z
Projects
tallebung · doradilla
Commodities
tin · tungsten · silver
Open original source ↗
Quarterly Cashflow Report - March 2026Results · HighExtracted

March-quarter Appendix 5B records the placement proceeds and improved liquidity.

Document ID
mar-2026-cashflow
Published UTC
2026-04-28T22:40:27Z
Projects
—
Commodities
—
Open original source ↗
FY26 Half Year Financial StatementsResults · MediumUnreadable

The image-based filing yielded no usable native text; later March and June Appendix 5B filings supersede its liquidity checkpoint.

Document ID
fy26-half-year
Published UTC
2026-03-04T07:56:02Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities Report - December 2025Operations · HighExtracted

Tallebung drilling and Doradilla metallurgy update.

Document ID
dec-2025-activities
Published UTC
2026-01-22T22:12:19Z
Projects
tallebung · doradilla
Commodities
tin · tungsten · silver
Open original source ↗
Quarterly Cashflow Report - December 2025Results · MediumExtracted

December-quarter Appendix 5B liquidity checkpoint.

Document ID
dec-2025-cashflow
Published UTC
2026-01-22T21:54:04Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities Report - September 2025Operations · HighExtracted

Reports Tallebung bulk ore sorting, Doradilla metallurgy and the A$6.1 million placement.

Document ID
sep-2025-activities
Published UTC
2025-10-20T21:25:55Z
Projects
tallebung · doradilla
Commodities
tin · tungsten · silver
Open original source ↗
Quarterly Cashflow Report - September 2025Results · MediumExtracted

September-quarter Appendix 5B liquidity checkpoint.

Document ID
sep-2025-cashflow
Published UTC
2025-10-20T21:25:35Z
Projects
—
Commodities
—
Open original source ↗
2025 Annual ReportResults · HighExtracted

Audited FY2025 financial statements and portfolio review; later filings supersede its cash and capital data.

Document ID
annual-report-2025
Published UTC
2025-09-15T23:47:28Z
Projects
tallebung · doradilla · narriah · cullarin · iron-duke · caledonian · galwadgere · kangiara
Commodities
tin · tungsten · silver · gold · copper · zinc · lead
Open original source ↗
Tallebung - Substantial Increase to Mineral Resource Estimate with Exceptional Ore Sorting UpgradeResource Update · HighExtracted

Superseded 2024 Tallebung MRE and ore-sorting testwork establish the historical resource and metallurgy baseline.

Document ID
tallebung-mre-2024-01-23
Published UTC
2024-01-22T22:41:11Z
Projects
tallebung
Commodities
tin · tungsten
Open original source ↗
Evidence facts109
tallebung-2024-resource-tonnesTallebung total mineral resource

15.6 Mt

2024-01-23
tallebung-2024-resource-tinTallebung contained tin

23.2 kt Sn

2024-01-23
tallebung-2024-ore-sort-recoveryAverage variability-test tin recovery

98.9 %

2024-01-23
fy2025-capitalised-explorationCapitalised exploration and evaluation expenditure

17743277 AUD

2025-06-30
fy2025-sharesOrdinary shares on issue

813768554 shares

2025-08-18
galwadgere-resourceGalwadgere inferred resource

3.6 Mt at 0.82% Cu and 0.27g/t Au

2021-01-01
tallebung-stage1-sort-recoveryStage 1 bulk ore-sort tin recovery

94.8 %

2025-09-30
tallebung-stage1-mass-rejectedStage 1 bulk ore-sort mass rejected

93 %

2025-09-30
doradilla-recoveryDoradilla tin recovery to concentrate

78 %

2025-09-30
jul-2025-placementJuly 2025 placement proceeds before costs

6100000 AUD

2025-07-31
sep-2025-cashCash and cash equivalents

6022000 AUD

2025-09-30
sep-2025-runwayEstimated quarters of funding

2.2 quarters

2025-09-30
doradilla-target-tonnageDoradilla exploration target tonnage range

10-15 Mt

2025-07-31
doradilla-target-gradeDoradilla exploration target tin grade range

0.32-0.42 % Sn

2025-07-31
dec-2025-cashCash and cash equivalents

4701000 AUD

2025-12-31
dec-2025-runwayEstimated quarters of funding

2.5 quarters

2025-12-31
feb-2026-placementFebruary 2026 placement proceeds before costs

20500000 AUD

2026-02-13
feb-2026-placement-sharesFebruary 2026 placement shares

132232258 shares

2026-02-13
feb-2026-placement-priceFebruary 2026 placement price

0.155 AUD/share

2026-02-13
mar-2026-cashCash and cash equivalents

20644000 AUD

2026-03-31
mar-2026-runwayEstimated quarters of funding

7.4 quarters

2026-03-31
mar-2026-debtLoan facilities drawn

0 AUD

2026-03-31
may-2026-new-rightsNew performance rights issued

2960000 rights

2026-05-19
may-2026-ordinary-sharesOrdinary shares on issue

988382674 shares

2026-05-19
jun-2026-rights-lapsedPerformance rights lapsed

170000 rights

2026-06-04
jun-2026-shares-issuedOrdinary shares quoted

3200000 shares

2026-06-04
jun-2026-shares-priceIssue price

0.155 AUD/share

2026-06-04
jun-2026-ordinary-sharesOrdinary shares following quotation

991582674 shares

2026-06-04
jul-2026-new-rightsNew performance rights issued

650000 rights

2026-07-07
jul-2026-ordinary-sharesOrdinary shares on issue

992332674 shares

2026-07-07
jul-2026-optionsUnlisted options outstanding

10000000 options

2026-07-07
jul-2026-performance-rightsPerformance rights outstanding

4840000 rights

2026-07-07
tallebung-sears-issuedSEARs issued for Tallebung SSD process

True None

2026-06-30
iron-duke-option-feeIron Duke option fee

100000 AUD

2026-06-30
iron-duke-exercise-considerationIron Duke exercise consideration

500000 AUD

2026-06-30
iron-duke-milestoneIron Duke contingent milestone payment

500000 AUD

2026-06-30
jun-2026-cashCash and cash equivalents

17591000 AUD

2026-06-30
jun-2026-runwayEstimated quarters of funding

5.1 quarters

2026-06-30
jun-2026-exploration-spendQuarterly capitalised exploration expenditure

2865000 AUD

2026-06-30
jun-2026-facilitiesUndrawn financing facilities

0 AUD

2026-06-30
tallebung-2026-resource-tonnesTallebung total mineral resource

32.7 Mt

2026-07-13
tallebung-2026-resource-sneqTallebung total resource tin-equivalent grade

0.16 % SnEq

2026-07-13
tallebung-2026-contained-tinTallebung contained tin

36.8 kt Sn

2026-07-13
tallebung-2026-contained-tungstenTallebung contained tungsten oxide

1139835 mtu WO3

2026-07-13
tallebung-2026-contained-silverTallebung contained silver

9.94 Moz Ag

2026-07-13
tallebung-mre-tin-priceTallebung MRE tin price

37500 USD/t Sn

2026-07-13
tallebung-mre-tungsten-priceTallebung MRE tungsten price

1000 USD/mtu WO3

2026-07-13
tallebung-mre-silver-priceTallebung MRE silver price

50 USD/oz Ag

2026-07-13
jul-2026-capital-options-rightsOptions and performance rights

12150000 securities

2026-07-17
pfs-post-tax-npvBase post-tax real NPV8

309280000 AUD

2026-08-10
pfs-pre-tax-npvBase pre-tax real NPV8

438110000 AUD

2026-08-10
pfs-initial-capexPre-production capex excluding contingency

138770000 AUD

2026-08-10
pfs-mine-lifeInitial mine life

7.25 years

2026-08-10
pfs-throughputROM throughput

3.0 Mtpa

2026-08-10
pfs-inferred-feedInferred resource contribution to production target

34 %

2026-08-10
pfs-no-reserveOre Reserve declared

0 reserves

2026-08-10
pfs-royaltyNSW royalty on tin tungsten and silver revenue

4 %

2026-08-10
pfs-tin-priceBase tin price

45000 USD/t

2026-08-10
pfs-tungsten-priceBase tungsten price

1500 USD/mtu WO3

2026-08-10
pfs-silver-priceBase silver price

50 USD/oz Ag

2026-08-10
pfs-fxBase AUD:USD exchange rate

0.7 USD/AUD

2026-08-10
pfs-eis-targetEIS and development application target date

2027-05-28 date

2026-08-10
pfs-fidFinal investment decision target

2027 year

2026-08-10
pfs-lom-revenueLife-of-mine base-case revenue

1606675000 AUD

2026-08-10
pfs-lom-c1Life-of-mine C1 operating cost

703510000 AUD

2026-08-10
pfs-average-annual-fcfAverage annual free cash flow before tax

89420000 AUD/year

2026-08-10
pfs-mi-only-lifeMeasured-and-Indicated-only optimized mine life

4.8 years

2026-08-10
pfs-no-binding-offtakeBinding offtake, refinery or logistics agreements in place

False None

2026-08-10
pfs-lo-m-royaltiesLife-of-mine NSW production royalties

64270000 AUD

2026-08-10
fy26-cash-bankCash and cash equivalents

3591592 AUD

2026-06-30
fy26-term-depositsTerm deposits

14000000 AUD

2026-06-30
fy26-sharesOrdinary shares on issue

992332674 shares

2026-06-30
fy26-ceoManaging Director and CEO

Oliver Davies name

2026-09-17
fy26-execExecutive Director

Scott Todd name

2026-09-17
fy26-secretaryCompany Secretary

Richard Willson name

2026-09-17
iron-duke-optionIron Duke option remaining initial and milestone consideration

1000000 AUD

2026-09-17
dvp-jv-ownershipCullarin and Kangiara DVP JV ownership

80 %

2026-06-30
fy26-operating-cash-outflowNet cash used in operating activities

2040727 AUD

2026-06-30
fy26-exploration-investingPayments for exploration and evaluation

8675419 AUD

2026-06-30
fy26-net-lossFY2026 total comprehensive loss

5369867 AUD

2026-06-30
fy26-placement-jul25July 2025 placement proceeds before costs

6100000 AUD

2025-07-31
fy26-placement-feb26February 2026 placement proceeds before costs

20500000 AUD

2026-02-13
all-ordinaries-inclusionAdded to All Ordinaries Index

True None

2026-09-04
theirman-rockchipTheirman high-grade surface rock chip

7.44 % WO3

2026-09-08
theirman-distanceTheirman prospect distance north of Tallebung

20 km

2026-09-08
sept-ordinaryOrdinary shares following cessation

992332674 shares

2026-09-24
sept-rightsRemaining performance rights

4570000 rights

2026-09-24
sept-optionsRemaining unlisted options

10000000 options

2026-09-24
sept-cessationPerformance rights lapsed

270000 rights

2026-09-24
agm-dateAnnual General Meeting date

2026-10-20 date

2026-09-18
agm-scott-electionScott Todd election resolution

Resolution 2 text

2026-09-18
market-close-priceClosing price

0.2 AUD/share

2026-09-25
market-close-volumeTrading volume

875212 shares

2026-09-25
local-close-2026-09-07Local ASX close on 2026-09-07

0.195 AUD/share

2026-09-07
local-volume-2026-09-07Local ASX volume on 2026-09-07

1049149 shares

2026-09-07
local-close-2026-09-08Local ASX close on 2026-09-08

0.21 AUD/share

2026-09-08
local-volume-2026-09-08Local ASX volume on 2026-09-08

4327371 shares

2026-09-08
local-close-2026-09-16Local ASX close on 2026-09-16

0.2 AUD/share

2026-09-16
local-volume-2026-09-16Local ASX volume on 2026-09-16

1446126 shares

2026-09-16
local-close-2026-09-17Local ASX close on 2026-09-17

0.195 AUD/share

2026-09-17
local-volume-2026-09-17Local ASX volume on 2026-09-17

86828 shares

2026-09-17
local-close-2026-09-23Local ASX close on 2026-09-23

0.19 AUD/share

2026-09-23
local-volume-2026-09-23Local ASX volume on 2026-09-23

426881 shares

2026-09-23
local-close-2026-09-24Local ASX close on 2026-09-24

0.2 AUD/share

2026-09-24
local-volume-2026-09-24Local ASX volume on 2026-09-24

197635 shares

2026-09-24
morgans-viewMorgans rating in accessible syndicated summary

Speculative Buy None

2026-08-19
morgans-model-lifeMorgans model initial mine life

8.4 years

2026-08-19
untimestamped-consensus-widgetDisplayed analyst count in MarketScreener page widget, lacking an as-of timestamp

2 analysts

None
pfs-webinar-dateTallebung PFS shareholder and investor webinar scheduled date

2026-08-11 date

2026-08-10