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- Last 2026-11-06
- A$2.47
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$2.2B
- EV
- A$2.3B
- Cash
- A$201.5M
- Debt
- A$297.9M
1 newer ASX announcement not yet reflected in this valuation
- Quarterly Activities Report Q3 2026Latest Four Activities Reports
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Sign in or enter a guest codeAnnouncements
Latest 12 of 12All sources ▸- Appendix 4D and Interim Financial ReportResults
- 2026 Half Year Financial Results Investor PresentationPresentation
- 2026 First Half Year ResultsResults
- Quarterly Activities Report Q2 2026Operations
- Q1 2026 Quarterly Activities ReportOperations
- 2025 Annual ReportResults
- 2025 Full Year ResultsResults
- 2025 Full Year Financial Results Investor PresentationPresentation
- 2025 Annual Financial Report and Appendix 4EResults
- 2025 Annual Coal Resources and Reserves SummaryResource Update
- December 2025 Quarterly Activities ReportOperations
- September 2025 Quarterly Activities ReportOperations
Event calendar · next 12 months
1 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| First quarter2027 | Eagle Downs underground studies targeted for completion | Study | Company Guided | High | Can establish an actionable costed business case and funding requirement; completion alone is not FID or production. |
Executive roster
As of 2026-10-13Background checks ▸Annual remuneration executive KMP plus company-secretary roster, interim directory and issuer leadership page verified no later delta; nonexecutives excluded.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Marcelo Matos | Chief Executive Officer and Executive Director | Chief Executive · Executive Director | — | 2025 Annual Report · Appendix 4D and Interim Financial Report |
| Shane Young | Chief Financial Officer | Finance | 2021-08-12 | 2025 Annual Report · Appendix 4D and Interim Financial Report |
| Rees Fleming | General Counsel and Company Secretary | Company Secretary · Other | 2021-07-22 | 2025 Annual Report · Appendix 4D and Interim Financial Report |
| Leandro Pires | Chief Operating Officer | Operations | — | 2025 Annual Report · Appendix 4D and Interim Financial Report |
| Damian Zagel | Chief Development Officer | Technical · Senior Management | — | 2025 Annual Report · Appendix 4D and Interim Financial Report |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
South Walker Creek
AU
Producer100% ownedOthers
Operating
- Production annualised (attributable)
- 6.1m td
- Production (last FY, 100%)
- 6.6m t
- AISC (latest quarter)
- —
- AISC margin at spot
- —
- Delivery vs guidance
- —
- Reserve life
- 18.6 yrsd
- Head grade
- NM
Resources & reserves6
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 274M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 319M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 225M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 818M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | ROM proved+probable | 159M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | Marketable proved+probable | 122M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements7
Core asset
Poitrel
AU
Producer100% ownedOthers
Operating
- Production annualised (attributable)
- 5.3m td
- Production (last FY, 100%)
- 5.0m t
- AISC (latest quarter)
- —
- AISC margin at spot
- —
- Delivery vs guidance
- —
- Reserve life
- 5.7 yrsd
- Head grade
- NM
Resources & reserves6
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 79M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 39M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 62M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 179M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | ROM proved+probable | 41M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | Marketable proved+probable | 29M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements5
Core asset
Isaac Plains Complex
AU
Producer100% ownedOthers
Operating
- Production annualised (attributable)
- 1.7m td
- Production (last FY, 100%)
- 2.4m t
- AISC (latest quarter)
- —
- AISC margin at spot
- —
- Delivery vs guidance
- —
- Reserve life
- NM
- Head grade
- NM
Resources & reserves8
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 126M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 56M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 44M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 226M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | ROM open-cut including IDE | 51M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | ROM undeveloped underground | 20M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | Marketable open-cut including IDE | 33M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | Marketable undeveloped underground | 16M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements9
Material
Isaac Downs Extension
AU
PFS Developer100% ownedOthers
Permitting; development capital130–150mUSD; latest33Mt IPCopen-cut marketable inventory already includes the extension; do not add the separate34Mt historicPFS total.
- Study
- PFS
- Post-tax NPV (study prices, attributable)
- —
- NPV restated at our deck (attributable)
- Locked
- IRR
- —
- Initial capex (100%)
- A$202.3md
- Capital intensity
- —
- LoM AISC
- —
- Mine life
- —
Published study economicsIssuer or study metrics
Initial capexUS$140MPublished capital estimate
SourceUS$130–150m midpoint. Initial profile up to4.5MtpaROM is not LOM saleable production. Complete economics unavailable.
Tenements4
Milestones2
- EIS submitted June2026
Achieved · High materiality
- Best case approvals by end2027, then approximately12months construction
Pending · High materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Environmental Authority and mining leases | Queensland Australia | Pending | — | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Isaac Downs Extension PFS | PFS | Reaffirmed | 2025-05-01 | Historical PFS52MtROM/34Mtmarketable,65%yield and positive NPV at10%; numerical NPV, IRR and operating cost withheld. Current2025aggregate IPC reserves51MtROM includeIDE; do not add historical52Mt again. |
Material
Eagle Downs
AU
PFS Developer100% ownedOthers
Undeveloped; no current commercial production.
- Study
- —
- Post-tax NPV (study prices, attributable)
- —
- NPV restated at our deck (attributable)
- Locked
- IRR
- —
- Initial capex (100%)
- —
- Capital intensity
- —
- LoM AISC
- —
- Mine life
- —
Resources & reserves6
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 815M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 550M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 243M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 1.6B t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | ROM proved+probable | 300M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | Marketable proved+probable | 188M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements2
Milestones1
- Underground studies completionQ12027, FID depends on strategy and funding
Pending · High materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Mine approvals in place; interconnecting infrastructure approvals ongoing | Queensland Australia | Granted | — | No |
Material
Lancewood
AU
Resource Stage100% ownedOthers
Undeveloped; no current commercial production.
- Contained metal (attributable)
- NM
- Resource grade
- NM
- % Measured + Indicated
- —
- Resource tonnes
- 735.00 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves4
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 170M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 545M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 20M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 735M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements2
Other
Millennium
AU
Care And Maintenance100% ownedOthers
Operations ceased30 June2024; no viable reserve
- Nameplate capacity
- —
- Restart capex
- —
- Contained metal (attributable)
- NM
- Last production year
- 2,024 year
- Target restart
- —
Resources & reserves6
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 18M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 14M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 16M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 48M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | ROM no economically viable reserve | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Ore Reserve | Marketable no economically viable reserve | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements6
Other
Clifford
AU
Resource Stage60% ownedOthers
Undeveloped; no current commercial production.
- Contained metal (attributable)
- NM
- Resource grade
- NM
- % Measured + Indicated
- —
- Resource tonnes
- 630.00 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves4
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 200M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 430M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 630M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements2
Other
The Range
AU
Resource Stage100% ownedOthers
Undeveloped; no current commercial production.
- Contained metal (attributable)
- NM
- Resource grade
- NM
- % Measured + Indicated
- —
- Resource tonnes
- 198.00 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves4
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 18M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 16M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 164M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 198M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements2
Other
Mackenzie
AU
Resource Stage95% ownedOthers
Undeveloped; no current commercial production.
- Contained metal (attributable)
- NM
- Resource grade
- NM
- % Measured + Indicated
- —
- Resource tonnes
- 143.00 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves4
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 26M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 117M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 143M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements1
Other
Belview
AU
Resource Stage100% ownedOthers
Undeveloped; no current commercial production.
- Contained metal (attributable)
- NM
- Resource grade
- NM
- % Measured + Indicated
- —
- Resource tonnes
- 330.00 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves4
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 50M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 280M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 330M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements3
Other
Tennyson
AU
Resource Stage100% ownedOthers
Undeveloped; no current commercial production.
- Contained metal (attributable)
- NM
- Resource grade
- NM
- % Measured + Indicated
- —
- Resource tonnes
- 139.00 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves4
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 139M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 139M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements2
Other
Lilyvale
AU
Resource Stage85% ownedOthers
Undeveloped; no current commercial production.
- Contained metal (attributable)
- NM
- Resource grade
- NM
- % Measured + Indicated
- —
- Resource tonnes
- 33.00 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves4
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | indicated | 0 t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | inferred | 33M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
| Mineral Resource | total | 33M t | Coal quality is reported as ash/sulphur/volatile matter; no contained-metal grade conversion. | Others | 2025-12-31 |
Tenements2
d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)
Stock database
Other assets
- Ownership
- 100%
- Description
- Collective marketable coal inventory includes current and undeveloped mines; valued in linked projects only.
- Book value
- —
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
June30 cash138.4mUSD; debt carrying204.6m, face211m; leases571.9m separately. July24 refinance increases term face210m to250m, before6m costs/accruedinterest. New forecast bridge estimates cutoffcash206.9mUSD andface debt251mUSD; estimates are not reported balances. All company ledger reported balances retain June30 FX0.6869.
Inventory composition3
June inventory of US$148.9m comprises US$65.5m ROM coal, US$26.4m finished product and US$57m consumables. Raw coal tonnes and finished product are distinct. Operating NWC is already funded in the model; no separate inventory equity uplift is added.
- ROM coal stockpile; raw coal, not saleable product
- US$65.5M carrying · 1,205,000 t ROM coal
- Finished product coal stockpile
- US$26.4M carrying · 279,000 t saleable coal
- Stores and consumables
- US$57M carrying
Capital structure
Ownership and dilution
- Ordinary shares
- 901.4M
- Fully diluted
- 901.4M
901,391,634 unchanged FY2025andJune2026; no disclosed dilutive equity instruments. Cash-settled long-term incentives do not add shares.
Security classes1
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Fully paid ordinary shares | Ordinary Share | 901.4M | — | — |
KPI history
Operating metrics · Company
| Metric | Unit | Trend | Q12025 | Q22025 | Q32025 | Q42025 | Q12026 | Q22026 |
|---|---|---|---|---|---|---|---|---|
| Saleable coal production | t saleable coal | 3,334,000 | 3,177,000 | 3,608,000 | 3,876,000 | 3,180,000 | 3,271,000 |
Operating metric source table13
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Saleable coal production | Company | Q12025 | Quarter | 3,334,000 t saleable coal | Reported |
| Saleable coal production | Company | Q22025 | Quarter | 3,177,000 t saleable coal | Reported |
| Saleable coal production | Company | Q32025 | Quarter | 3,608,000 t saleable coal | Reported |
| Saleable coal production | Company | Q42025 | Quarter | 3,876,000 t saleable coal | Reported |
| Saleable coal production | Company | Q12026 | Quarter | 3,180,000 t saleable coal | Reported |
| Saleable coal production | Company | Q22026 | Quarter | 3,271,000 t saleable coal | Reported |
| Revenue | Company | H12026 | Half Year | 978,000,000 USD | Reported |
| Statutory EBITDA | Company | H12026 | Half Year | 171,000,000 USD | Reported |
| CFO less PPE capital expenditure and lease principal; before dividends and debt principal | Company | H12026 | Half Year | 46,700,000 USD | Source Derived |
| FOB cost excluding royalties; IFRS 16 accounting basis | Company | H12026 | Half Year | 101 USD/t sold | Reported |
| Saleable coal production | Smr Swc | H12026 | Half Year | 3,141,000 t saleable coal | Reported |
| Saleable coal production | Smr Poitrel | H12026 | Half Year | 2,485,000 t saleable coal | Reported |
| Saleable coal production | Smr Ipc | H12026 | Half Year | 825,000 t saleable coal | Reported |
Company guidance5
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Saleable Coal Production | smr-swc | FY2026 | 6,700,000 | 6,900,000 t | Current |
| Saleable Coal Production | smr-poitrel | FY2026 | 4,600,000 | 4,800,000 t | Current |
| Saleable Coal Production | smr-ipc | FY2026 | 1,500,000 | 1,700,000 t | Current |
| Fob Cash Cost Excludesroyalties, Sold Tonnebasis | Company | FY2026 | 98 | 103 USD/t sold | Current |
| Capital Expenditure | Company | FY2026 | 85,000,000 | 95,000,000 USD | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-07-24 | Debt | US$250M | — | — | Completed | — |
| 2026-03-13Ann. 2026-02-23 | Dividend | US$80.2M | — | — | 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 notes, current interim notes and results reconcile farm-ins, royalties, contingent acquisition burdens, facilities, lease services and FX/fuel hedging; coal prices explicitly unhedged. Unknown hedge terms are retained as gaps.
Queensland statutory progressive coal royalty. Rates use per-operation nominalAUD averageFOBprice. Road/rail and marketing are not deductible underQRO MRA001.5. H1expense109.2mUSD provides a calibration check.
Royalty · Active- Counterparties
- Queensland Government
- Applies to
- South Walker Creek · Poitrel · Isaac Plains Complex · Others
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- H1royaltyexpense: 109,200,000 USD
How it affects our valuation
No valuation treatment is available for this arrangement.
Leaseprincipal90.3mUSD andleaseinterest22.8mUSD inH1; recurring cash mining-service burden is represented once asprojectcashcost. Balance571.9mUSD is not also a corporate debt deduction.
Other · Active- Applies to
- South Walker Creek · Poitrel · Isaac Plains Complex · Others
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- LeaseprincipalH1: 90,300,000 USD
LeaseinterestH1: 22,800,000 USD
Leaseliability: 571,900,000 USD
How it affects our valuation
No valuation treatment is available for this arrangement.
Eagle longwall trigger50mUSD plus royaltycapped250mUSD. Retained in transaction-after-burden benchmark valuation; any development requires a full financed businesscase including these payments.
Royalty · Conditional- Counterparties
- South32
- Applies to
- Eagle Downs · Others
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- First100ktlongwallmilestone: 50,000,000 USD
Indexedroyaltycap: 250,000,000 USD
How it affects our valuation
No valuation treatment is available for this arrangement.
Major-shareholder working capital facility extended toJune30,2028; an undrawn facility is contingent liquidity rather than equity cash.
Other · Active- Counterparties
- Golden Energy and Resources
- Applies to
- Company-wide · Others
- Economic direction
- Mixed
- Period
- Through 2028-06-30; start date not stated
- Key terms
- Capacity: 70,000,000 USD
Drawninterest: 8.5 %
Commitmentfee: 1.8 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Issuer reports fuel and foreign-exchange hedging. Complete volumes, strike schedule and maturities are absent from reviewed issuer evidence, so no invented hedge payoff is embedded.
FX Hedge · Active- Applies to
- South Walker Creek · Poitrel · Isaac Plains Complex · Others
- Economic direction
- Mixed
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Current farm-in economic interest; resource table remains100%gross andattributable totals apply the ownership fraction once. No costed mine schedule is disclosed for this tenure.
Farm In · Active- Applies to
- Clifford · Others
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- Ownership: 60 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Current farm-in economic interest; resource table remains100%gross andattributable totals apply the ownership fraction once. No costed mine schedule is disclosed for this tenure.
Farm In · Active- Applies to
- Mackenzie · Others
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- Ownership: 95 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Current farm-in economic interest; resource table remains100%gross andattributable totals apply the ownership fraction once. No costed mine schedule is disclosed for this tenure.
Farm In · Active- Applies to
- Lilyvale · Others
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- Ownership: 85 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Rights acquired for15mUSD upfront.20mUSD deferred andcapped40mUSD coal-price royalty. In development cases payments are in projectgrowth/royalties once; deferral assumes noleasegrant/firstcoaltrigger in modeled horizon.
Royalty · Conditional- Counterparties
- Anglo American · Exxaro
- Applies to
- Isaac Downs Extension · Others
- Economic direction
- Burden
- Period
- From 2024-09-04; no end date stated
- Key terms
- First coal or tenyears after mining lease deferred payment: 20,000,000 USD
Contingent price-linked royalty cap: 40,000,000 USD
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
Partial public-record management screening. Dated company records show an operating coal producer with recent production, financial and environmental outcomes. Broad searches and unresolved identity and prior-career checks prevent comprehensive personal assessments.
Decision-relevant facts
Material summary
Marcelo Matos
Chief Executive Officer and Executive Director
Company SuccessIssuer Reported · Medium materiality
Reported production and recent safety outcomes
Stanmore reports 3.4 million tonnes of saleable production in the September 2026 quarter and no serious accidents in that quarter; its rolling serious-accident frequency rate was 0.53 as at 30 September. These are company-reported aggregate outcomes, not proof of a person's individual contribution.
Role overlaps event; causation unproven · The executive held a leadership role during the period; no personal causation is established.
Q3 2026 quarterly activities · Original ASX PDF pp1–2, production and safety
FailureIssuer Reported · Medium materiality
Reported loss narrowed in first half
Stanmore reported an after-tax loss of US$44.2 million for the six months ended June 2026 versus a US$50.5 million loss in the comparable 2025 half; company reports underlying EBITDA rose as prices increased. These group results do not establish individual responsibility.
Role overlaps event; causation unproven · The executive held a group role during the period; commodity prices and group factors affect results.
Appendix 4D and interim financial report for the half year ended 30 June 2026 · ASX original PDF p1, comparative loss; operating review pp5–7
EnvironmentIssuer Reported · Medium materiality
Five mine-water infringement notices in 2025
Stanmore disclosed one infringement notice for Isaac Downs and four for Isaac Plains relating to non-compliant releases of mine-affected water in February, April and August 2025. The company described the incidents as minor. Their detailed regulatory findings and final outcomes were not independently established.
Role overlaps event; causation unproven · The company disclosed the notices during the executive's leadership tenure; the available source does not establish their personal involvement or fault.
2025 annual financial report and Appendix 4E · Printed pp12 and 16, environmental regulation and operating review
Evidence gaps · 3
- This partial screening does not include dedicated person-specific searches for every fraud, safety, environmental, governance and legal topic, all material prior-employer records, original court or regulator registers, or independent credential verification.
- One broad name-and-employer query is repeated across topic entries; it represents one actual search, not nine separate topic searches.
- The exact continuation of some roles at 31 October 2026 is inferred from the latest accessible dated company materials and undated leadership page, not independently confirmed.
Shane Young
Chief Financial Officer
FailureIssuer Reported · Medium materiality
Reported loss narrowed in first half
Stanmore reported an after-tax loss of US$44.2 million for the six months ended June 2026 versus a US$50.5 million loss in the comparable 2025 half; company reports underlying EBITDA rose as prices increased. These group results do not establish individual responsibility.
Role overlaps event; causation unproven · The executive held a group role during the period; commodity prices and group factors affect results.
Appendix 4D and interim financial report for the half year ended 30 June 2026 · ASX original PDF p1, comparative loss; operating review pp5–7
Evidence gaps · 4
- This partial screening does not include dedicated person-specific searches for every fraud, safety, environmental, governance and legal topic, all material prior-employer records, original court or regulator registers, or independent credential verification.
- One broad name-and-employer query is repeated across topic entries; it represents one actual search, not nine separate topic searches.
- The exact continuation of some roles at 31 October 2026 is inferred from the latest accessible dated company materials and undated leadership page, not independently confirmed.
- A 2013 NSW judgment names a Peabody joint-ventures manager Shane Young, but the identity match with the present CFO is unverified; no judgment or allegation is attributed to him.
Rees Fleming
General Counsel and Company Secretary
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 3
- This partial screening does not include dedicated person-specific searches for every fraud, safety, environmental, governance and legal topic, all material prior-employer records, original court or regulator registers, or independent credential verification.
- One broad name-and-employer query is repeated across topic entries; it represents one actual search, not nine separate topic searches.
- The exact continuation of some roles at 31 October 2026 is inferred from the latest accessible dated company materials and undated leadership page, not independently confirmed.
Leandro Pires
Chief Operating Officer
Company SuccessIssuer Reported · Medium materiality
Reported production and recent safety outcomes
Stanmore reports 3.4 million tonnes of saleable production in the September 2026 quarter and no serious accidents in that quarter; its rolling serious-accident frequency rate was 0.53 as at 30 September. These are company-reported aggregate outcomes, not proof of a person's individual contribution.
Role overlaps event; causation unproven · The executive held a leadership role during the period; no personal causation is established.
Q3 2026 quarterly activities · Original ASX PDF pp1–2, production and safety
EnvironmentIssuer Reported · Medium materiality
Five mine-water infringement notices in 2025
Stanmore disclosed one infringement notice for Isaac Downs and four for Isaac Plains relating to non-compliant releases of mine-affected water in February, April and August 2025. The company described the incidents as minor. Their detailed regulatory findings and final outcomes were not independently established.
Role overlaps event; causation unproven · The company disclosed the notices during the executive's leadership tenure; the available source does not establish their personal involvement or fault.
2025 annual financial report and Appendix 4E · Printed pp12 and 16, environmental regulation and operating review
Evidence gaps · 4
- This partial screening does not include dedicated person-specific searches for every fraud, safety, environmental, governance and legal topic, all material prior-employer records, original court or regulator registers, or independent credential verification.
- One broad name-and-employer query is repeated across topic entries; it represents one actual search, not nine separate topic searches.
- The exact continuation of some roles at 31 October 2026 is inferred from the latest accessible dated company materials and undated leadership page, not independently confirmed.
- The eventual status of the 2025 water infringement notices and any related investigation is not established.
Damian Zagel
Chief Development Officer
EnvironmentIssuer Reported · Medium materiality
Five mine-water infringement notices in 2025
Stanmore disclosed one infringement notice for Isaac Downs and four for Isaac Plains relating to non-compliant releases of mine-affected water in February, April and August 2025. The company described the incidents as minor. Their detailed regulatory findings and final outcomes were not independently established.
Role overlaps event; causation unproven · The company disclosed the notices during the executive's leadership tenure; the available source does not establish their personal involvement or fault.
2025 annual financial report and Appendix 4E · Printed pp12 and 16, environmental regulation and operating review
FailureDocumented · Medium materiality
The Range environmental referral lapsed
Industry Queensland reported that the Commonwealth declared The Range project's environmental referral lapsed in 2023. CEO Matos described it as a legacy thermal coal option and said the company would preserve the tenure and consider future options. No individual responsibility or finding against Zagel is established.
Employer context; no individual link established · The 2023 report names Zagel as the previous group growth and sustainability manager but does not establish his exact role dates in May 2023; no personal role in this outcome is established.
2023 annual financial report and Appendix 4E · Printed p18, his previous group growth and sustainability role
Stanmore lays out The Range project status · 5 May 2023 article, referral and company response
Evidence gaps · 4
- This partial screening does not include dedicated person-specific searches for every fraud, safety, environmental, governance and legal topic, all material prior-employer records, original court or regulator registers, or independent credential verification.
- One broad name-and-employer query is repeated across topic entries; it represents one actual search, not nine separate topic searches.
- The exact continuation of some roles at 31 October 2026 is inferred from the latest accessible dated company materials and undated leadership page, not independently confirmed.
- The subsequent status of The Range referral after the 2023 lapse and his role in any related decision are not established.
Company ownership
Investors & shareholders
Registered shareholder list unavailable
The available disclosures below do not provide a complete ranked register.
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 59.01%Voting power | 2023-12-01 |
Sources & review notesEvidence checked through 2026-10-31
Coverage and limitations
- A complete, explicitly dated registered-account list was not found. The issuer 2025 report labels a 20-investor ranking but does not give its measurement date; the 27 February 2026 date in the preceding paragraph describes the market price used for unmarketable parcels and does not establish the ranking date.
- The issuer table names Matthew Latimore, Regal Partners, Orbis, Vanguard and other investors but their table values are not promoted to a dated register without support.
- Golden Energy group’s last verified notice is December 2023 and may not reflect changes below reporting thresholds.
- Regal and Perpetual respectively ceased substantial status on 24 April and 5 September 2025; neither cessation proves a zero position.
- The annual report names some funds and groups rather than nominee accounts; their identities cannot establish underlying registered account holdings.
Sources
- Change in substantial holding — Golden Energy and associates
Golden Energy and Resources and associates via ASX · Published 2023-12-04 · Accessed 2026-10-31
Form 604 reports shares and voting power on 1 December 2023.
downloads/SMR/2023/2023-12-04_Change in substantial holding_4a989b68ac6ddf36.pdf, page 1
- 2025 Annual Report
Stanmore Resources Limited · Published 2026-04-20 · Accessed 2026-10-31
Repeats the 2023 substantial notice and supplies a 20-investor table without an explicit measurement date or clear registered-account provenance.
downloads/SMR/2026/2026-04-20_2025 Annual Report_8524760e69e6f9f3.pdf, PDF pages 145–146
- Ceasing to be a substantial holder — Regal
Regal Funds Management via ASX · Published 2025-04-29 · Accessed 2026-10-31
Form 605 identifies cessation on 24 April 2025.
downloads/SMR/2025/2025-04-29_Ceasing to be a substantial holder_6636f4b6408eca09.pdf, page 1
- Ceasing to be a substantial holder — Perpetual
Perpetual Limited via ASX · Published 2025-09-09 · Accessed 2026-10-31
Form 605 identifies cessation on 5 September 2025.
downloads/SMR/2025/2025-09-09_Ceasing to be a substantial holder from PPT_8fa99f2e611d5191.pdf, page 1
Disclosed activity
Insider transactions
Trading activity2 buys · 0 sells shownNet cash last 12 months no tradesShow 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 |
|---|---|---|---|---|---|---|
| 2024-03-06 | Caroline ChanPebble FT Holdings Pty Ltd
Details & evidence for Caroline Chan on 2024-03-06Company-held purchase. ASX correspondence says the company lodged the notice late due to an administrative error. As disclosed: On-market purchase
Choolies Pty Ltd ATF Choolies Inc Superannuation Fund · Director/shareholder of trustee and fund beneficiary Pebble FT Holdings Pty Ltd · Director and shareholder of registered holder Appendix 3Y - Caroline Chan ↗ | PurchaseFully paid ordinary shares | 10,000 | — | AUD 3.4Disclosed price | 10,000 |
| 2024-03-06 | Caroline ChanChoolies Pty Ltd ATF Choolies Inc Superannuation Fund
Details & evidence for Caroline Chan on 2024-03-06Trustee-held purchase. ASX correspondence says the company lodged the notice late due to an administrative error. As disclosed: On-market purchase
Choolies Pty Ltd ATF Choolies Inc Superannuation Fund · Director/shareholder of trustee and fund beneficiary Pebble FT Holdings Pty Ltd · Director and shareholder of registered holder Appendix 3Y - Caroline Chan ↗ | PurchaseFully paid ordinary shares | 20,000 | — | AUD 3.4Disclosed price | 20,000 |
Disclosed holding observations10 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 |
|---|---|---|---|---|
| 2025-12-31 | Caroline Chan
Details & evidence for Caroline Chan on 2025-12-31Reported KMP holding totals 30,000 shares at year end, consistent with the two March 2024 indirect purchase notices.
Choolies Pty Ltd ATF Choolies Inc Superannuation Fund · Director/shareholder of trustee and fund beneficiary Pebble FT Holdings Pty Ltd · Director and shareholder of registered holder 2025 Annual Financial Report and Appendix 4E ↗ | PositionFully paid ordinary shares | 30,000 | — |
| 2025-12-31 | Matthew Latimore
Details & evidence for Matthew Latimore on 2025-12-31The annual financial report reports 43,593,804 shares held by Matthew Latimore/M Resources at both the beginning and end of 2025, with no shares bought or sold during the year.
M Resources Trading Pty Ltd · Reported jointly as Matthew Latimore / M Resources; related-party disclosure identifies Latimore as owner of M Resources Trading 2025 Annual Financial Report and Appendix 4E ↗ | PositionFully paid ordinary shares | 43,593,804 | — |
| 2025-07-25 | Ben Gargett
Details & evidence for Ben Gargett on 2025-07-25Notice states no direct or indirect securities or contract interests at appointment.
Appendix 3X ↗ | InitialSecurities (class not specified) | 0 | — |
| 2025-06-10 | Murray Smith
Details & evidence for Murray Smith on 2025-06-10Final notice states nil interests; departure is not a trade.
Appendix 3Z ↗ | FinalSecurities (class not specified) | 0 | — |
| 2024-12-31 | Caroline Chan
Details & evidence for Caroline Chan on 2024-12-31The KMP table reports 30,000 shares purchased during 2024 and a 30,000-share balance at year end, matching the March 2024 director notices.
Choolies Pty Ltd ATF Choolies Inc Superannuation Fund · Director/shareholder of trustee and fund beneficiary Pebble FT Holdings Pty Ltd · Director and shareholder of registered holder 2024 Annual Financial Report and Appendix 4E ↗ | PositionFully paid ordinary shares | 30,000 | — |
| 2024-12-31 | Matthew Latimore
Details & evidence for Matthew Latimore on 2024-12-31The KMP table reports the same 43,593,804-share balance at the start and end of 2024 and no purchases or sales.
M Resources Trading Pty Ltd · Reported jointly as Matthew Latimore / M Resources; related-party disclosure identifies Latimore as owner of M Resources Trading 2024 Annual Financial Report and Appendix 4E ↗ | PositionFully paid ordinary shares | 43,593,804 | — |
| 2024-04-12 | Keira Brennan
Details & evidence for Keira Brennan on 2024-04-12Notice states no direct or indirect securities or contract interests at appointment.
Appendix 3X Initial Director Interest Notice ↗ | InitialSecurities (class not specified) | 0 | — |
| 2023-06-30 | Mark Trevan
Details & evidence for Mark Trevan on 2023-06-30Final notice states nil interests; departure is not a trade.
Appendix 3Z ↗ | FinalSecurities (class not specified) | 0 | — |
| 2023-06-01 | Murray Smith
Details & evidence for Murray Smith on 2023-06-01Notice states no direct or indirect securities or contract interests at appointment.
Appendix 3X ↗ | InitialSecurities (class not specified) | 0 | — |
| 2023-03-13 | Matthew Latimore
Details & evidence for Matthew Latimore on 2023-03-13The shareholder table reports Matthew J Latimore with 43,593,804 shares. This is an issuer-reported point-in-time holding; no transaction is inferred.
M Resources Trading Pty Ltd · Reported jointly as Matthew Latimore / M Resources; related-party disclosure identifies Latimore as owner of M Resources Trading 2022 Annual Report ↗ | PositionFully paid ordinary shares | 43,593,804 | 4.84%Issued Shares |
The closest covered peers
Peer comparison
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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 inventory19 documents
Eligible local SMR ordinary share closeMarket Data · MediumExtracted
Latest eligible local close: 13 October 2026 AUD2.58; volume1,215,894; market data provider via miners.collect_stock_prices; one ASX SMR ordinary share. This is a historical cutoff quote, not a24October quote.
- Document ID
- doc-smr-20261013-price
- Published UTC
- 2026-10-13T05:10:00Z
- Projects
- —
- Commodities
- others
RBA historical F11.1 daily exchange ratesMarket Data · MediumExtracted
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20261013-rba-fx
- Published UTC
- 2026-10-13T00:00:00Z
- Projects
- —
- Commodities
- others
REQ_September2026Commodity Data · HighPartial
Primary government evidence read from the retained PDF using V8 pages. Real2026USD prices are product benchmarks; QRO rules prohibit road/rail royalty deductions.
- Document ID
- doc-smr-20261002-req
- Published UTC
- 2026-10-02T00:00:00Z
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- —
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- others
HY2026_issuer_transcriptOther · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260824-transcript
- Published UTC
- 2026-08-24T00:00:00Z
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Appendix 4D and Interim Financial ReportResults · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260824-halfyear
- Published UTC
- 2026-08-23T21:50:04Z
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- —
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- others
2026 Half Year Financial Results Investor PresentationPresentation · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260824-presentation
- Published UTC
- 2026-08-23T21:50:29Z
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2026 First Half Year ResultsResults · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260824-results
- Published UTC
- 2026-08-23T21:50:19Z
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Quarterly Activities Report Q2 2026Operations · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260727-quarter
- Published UTC
- 2026-07-26T22:31:59Z
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- —
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Q1 2026 Quarterly Activities ReportOperations · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260429-quarter
- Published UTC
- 2026-04-28T22:26:06Z
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- —
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2025 Annual ReportResults · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260420-annual
- Published UTC
- 2026-04-20T03:12:36Z
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2025 Full Year ResultsResults · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260223-results
- Published UTC
- 2026-02-22T21:28:23Z
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- —
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2025 Full Year Financial Results Investor PresentationPresentation · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260223-presentation
- Published UTC
- 2026-02-22T21:28:38Z
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2025 Annual Financial Report and Appendix 4EResults · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260223-financials
- Published UTC
- 2026-02-22T21:28:03Z
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2025 Annual Coal Resources and Reserves SummaryResource Update · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260223-reserves
- Published UTC
- 2026-02-22T21:28:53Z
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December 2025 Quarterly Activities ReportOperations · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20260127-quarter
- Published UTC
- 2026-01-26T21:32:48Z
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September 2025 Quarterly Activities ReportOperations · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20251021-quarter
- Published UTC
- 2025-10-20T21:32:20Z
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- —
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QRO_MRA0015_coal_royaltyEconomic Arrangement · HighPartial
Primary government evidence read from the retained PDF using V8 pages. Real2026USD prices are product benchmarks; QRO rules prohibit road/rail royalty deductions.
- Document ID
- doc-smr-20250901-qro
- Published UTC
- 2025-09-01T00:00:00Z
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IDE_Initial_Advice_StatementOther · HighPartial
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- Document ID
- doc-smr-20250730-ide-ias
- Published UTC
- 2025-07-30T00:00:00Z
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- —
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Isaac_Downs_Extension_PFS_ReservesStudy · HighPartial
Issuer primary release; source-backed factual ledger reconciled in the new run against V8 cached pages. Source locators and native reporting bases are preserved.
- Document ID
- doc-smr-20250501-ide-pfs
- Published UTC
- 2025-05-01T00:00:00Z
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- —
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Evidence facts174
40 %
2026-10-13138400000.0 USD
2026-06-30201484932.30455673 AUD
2026-06-30204600000.0 USD
2026-06-30297859950.5022565 AUD
2026-06-30571900000.0 USD
2026-06-30832581161.741156 AUD
2026-06-301596200000.0 USD
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2026-06-30-44200000.0 USD
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2026-06-30176400000.0 USD
2026-06-30251059619.89065346 AUD
2026-06-3039400000.0 USD
2026-06-3056075674.73748156 AUD
2026-06-30901391634 shares
2026-06-30901391634 shares
2026-06-3090300000.0 USD
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2026-06-30109200000.0 USD
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2026-06-3080900000.0 USD
2026-06-3024800000.0 USD
2026-06-30250000000.0 USD
2026-06-306000000.0 USD
2026-06-3025000000.0 USD
2026-06-3060 %
2026-06-3095 %
2026-06-3085 %
2026-06-30202312138.72832373 AUD
2026-08-246.7–6.9Mt saleable coal text
2026-12-314.6–4.8Mt saleable coal text
2026-12-311.5–1.7Mt saleable coal text
2026-12-311530000.0 t
2026-06-301322000.0 t
2026-06-30419000.0 t
2026-06-303271000.0 t
2026-06-303334000.0 t
2025-03-313180000.0 t
2026-03-311881200000.0 USD
2025-12-312917017974.7848907 AUD
2025-12-31383800000.0 USD
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2025-12-31-47200000.0 USD
2025-12-31-73189054.01331429 AUD
2025-12-31380800000.0 USD
2025-12-31590474401.8701289 AUD
2025-12-31110400000.0 USD
2025-12-31171187956.84470123 AUD
2025-12-31211500000.0 USD
2025-12-31316001792.917974 AUD
2025-12-31241300000.0 USD
2025-12-31360525922.60570747 AUD
2025-12-31289800000.0 USD
2025-12-31432989690.72164947 AUD
2025-12-311721300000.0 USD
2025-12-312571791423.875691 AUD
2025-12-31901391634 shares
2025-12-31901391634 shares
2025-12-319500000.0 AUD
2025-12-31single tax entity text
2025-12-3123400000.0 USD
2025-12-3120000000.0 USD
2025-12-3140000000.0 USD
2025-12-3159.01 %
2023-12-01274000000.0 t
2025-12-31319000000.0 t
2025-12-31225000000.0 t
2025-12-31818000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-31159000000.0 t
2025-12-31122000000.0 t
2025-12-3179000000.0 t
2025-12-3139000000.0 t
2025-12-3162000000.0 t
2025-12-31179000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-3141000000.0 t
2025-12-3129000000.0 t
2025-12-31126000000.0 t
2025-12-3156000000.0 t
2025-12-3144000000.0 t
2025-12-31226000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-3151000000.0 t
2025-12-31100 %
2025-12-31815000000.0 t
2025-12-31550000000.0 t
2025-12-31243000000.0 t
2025-12-311608000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-31300000000.0 t
2025-12-31188000000.0 t
2025-12-31170000000.0 t
2025-12-31545000000.0 t
2025-12-3120000000.0 t
2025-12-31735000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-3118000000.0 t
2025-12-3114000000.0 t
2025-12-3116000000.0 t
2025-12-3148000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-310.0 t
2025-12-31200000000.0 t
2025-12-31430000000.0 t
2025-12-31630000000.0 t
2025-12-312025-12-31 date
2025-12-3160 %
2025-12-3118000000.0 t
2025-12-3116000000.0 t
2025-12-31164000000.0 t
2025-12-31198000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-310.0 t
2025-12-3126000000.0 t
2025-12-31117000000.0 t
2025-12-31143000000.0 t
2025-12-312025-12-31 date
2025-12-3195 %
2025-12-310.0 t
2025-12-3150000000.0 t
2025-12-31280000000.0 t
2025-12-31330000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-310.0 t
2025-12-310.0 t
2025-12-31139000000.0 t
2025-12-31139000000.0 t
2025-12-312025-12-31 date
2025-12-31100 %
2025-12-310.0 t
2025-12-310.0 t
2025-12-3133000000.0 t
2025-12-3133000000.0 t
2025-12-312025-12-31 date
2025-12-3185 %
2025-12-3149000000.0 t
2025-12-31100 %
2025-12-31Collective marketable coal inventory includes current and undeveloped mines; valued in linked projects only. text
2025-12-312024 year
2024-06-306577000.0 t
2025-12-315049000.0 t
2025-12-312368000.0 t
2025-12-313876000.0 t
2025-12-313177000.0 t
2025-06-303608000.0 t
2025-09-30PFS text
2025-05-0117000000.0 t
2025-05-0117000000.0 t
2025-05-012.58 AUD/share
2026-10-131215894 shares
2026-10-130.6869 USD/AUD
2026-06-300.6693 USD/AUD
2025-12-310.7026219512195122 USD/AUD
2026-06-300.6449051792828685 USD/AUD
2025-12-31205 USD/t HCC
2026-10-02111 USD/t Newcastle6000kcal
2026-10-0240 percent
2025-09-01