Past year: ▲ 43%(3.82 – 6.03 AUD)
Each one in plain English, with the numbers worked through for a shareholder.
17 Aug 2026quarterly activities report▲ Good
July 2026 quarter, closing FY26: underlying EBITDA A$169.3m (up 30.1%) on a realised price of A$155.8/t (up 10.7%). FY26 saleable coal 11.5Mt and sales 11.8Mt beat guidance of 10.2-11.5Mt. Bengalla FOB cost A$81.3/t; available cash A$778.5m.
10 Aug 2026other● Neutral
Administrative notice of the webcast for the July 2026 quarterly report, due 17 August 2026. No substantive information.
29 May 2026other● Neutral
After revising its capped call options to cover part of the new 2032 notes, New Hope's total economic long position in its own shares fell below 5% as of 28 May 2026. A disclosure update with no other detail.
18 May 2026quarterly activities report▲ Good
April 2026 quarter: underlying EBITDA A$130.1m (up 21.7%), coal sales 3.2Mt at A$140.7/t. Bengalla ran at 13.4Mtpa and cut its cost to A$74.0/t. Available cash A$571.6m. The new 2032 convertible notes were issued.
11 May 2026other● Neutral
Administrative notice of the webcast for the April 2026 quarterly report, due 18 May 2026. No substantive information.
23 Apr 2026debt financing● Neutral
The A$300m 2.625% 2032 convertible notes were issued, and A$293.3m (97.77%) of the 2029 notes were repurchased and cancelled. The remaining A$6.7m is to be redeemed. This completes the refinancing announced on 15-16 April.
16 Apr 2026debt financing▲ GoodMajor
Priced A$300m 2.625% convertible notes due 2032, conversion price A$7.41 (37.5% premium). A$293.3m of the 4.25% 2029 notes are being repurchased for A$333.5m, with the remaining A$6.7m to be redeemed. Lower coupon and higher conversion price.
15 Apr 2026debt financing▲ GoodMajor
New Hope launched a A$300m convertible note offering due 2032 to fund repurchase of up to all of its A$300m 2029 notes, extending maturity and aiming to cut financing costs. Reference share price A$5.39. The company also notes thermal coal prices have risen since late February on Middle East conflict.
1 Apr 2026security holder rights change● Neutral
Because of the A$0.10 dividend payable 20 April 2026, the convertible note conversion price is adjusted from A$6.2358 to A$6.1240. A mechanical adjustment under the note terms.
17 Mar 2026half year report▼ Bad
Half-year results release: underlying EBITDA A$214.8m (from A$517.3m), which the company attributes to lower prices. 10.0c interim dividend with DRP at no discount. Malabar stake rose 3.0 points to 25.97%, resolving the earlier discrepancy. Manning Vale West access is scheduled for late 2026.
17 Mar 2026investor presentation● Neutral
Half-year results presentation repeating reported figures: EBITDA A$214.8m, NPAT A$54.3m, saleable coal 5.5Mt, available cash A$616.8m (from A$707.3m), realised price A$139.4/t. No new announcements are visible in the readable text.
17 Mar 2026half year report▼ BadMajor
Half-year to 31 January 2026: NPAT A$54.3m, down 84.0% from A$340.3m, on revenue of A$814.4m (down 20.1%). Interim dividend 10.0c, down from 19.0c a year earlier. Bridgeport Energy was divested during the period.
9 Mar 2026other● Neutral
Administrative notice of the webcast for the half-year results, due 17 March 2026. No substantive information.
3 Mar 2026capital raising announcement▲ Good
The on-market buy-back, begun March 2025, is extended to 2 March 2027. It remains at the company's discretion with no assurance any shares will be bought, and any shares bought are cancelled. No new size is stated.
16 Feb 2026quarterly activities report● Neutral
January 2026 quarter: underlying EBITDA A$106.9m, in line with the prior quarter, on coal sales of 2.9Mt at A$139.0/t. Available cash A$616.8m. Bengalla is expected back at 13.4Mtpa in 2H FY26, and its sustaining capital guidance was cut.
9 Feb 2026other● Neutral
Administrative notice of the webcast for the January 2026 quarterly report, due 16 February 2026. No substantive information.
20 Nov 2025agm notice● Neutral
All seven AGM resolutions were carried, including the remuneration report (99.43% for), re-election of directors McGill and Boulton, the rights plan, the CEO rights issue, and both constitution amendments. Resolution 7, on virtual-only meetings, drew the most opposition at 13.11% against.
20 Nov 2025agm notice● Neutral
AGM chair and CEO addresses and presentation, repeating FY25 results: 10.7Mt saleable coal, A$347m dividends (41c per share), buy-back under way. The chair said the board will keep meetings in person.
20 Nov 2025admin correction● Neutral
The company lodged the amended constitution approved by shareholders at the 20 November 2025 AGM. This is an administrative filing with no new information beyond the approved resolutions.
17 Nov 2025quarterly activities report● Neutral
October 2025 quarter: underlying EBITDA A$107.9m (up 15.5%), saleable coal 2.7Mt, realised price A$136.6/t as logistics improved after the weak July quarter. Available cash A$544.3m after the A$126.4m final dividend. FY26 guidance is in the title but not readable in the extract.
12 Nov 2025other● Neutral
Administrative notice of the webcast for the October 2025 quarterly report, due 17 November 2025. No substantive information.
6 Nov 2025agm notice● Neutral
Supplementary AGM notice for 20 November 2025. The board withdrew the virtual-only meeting provision from the proposed constitution changes and put it as a separate resolution 7, after proxy adviser commentary. The board says meetings will stay in person.
16 Sept 2025resource reserve update▲ GoodMajor
Coal resources rose to 2,547Mt from 2,426Mt, mainly from West Muswellbrook, up to 513Mt from 239Mt on a new geological model. Recoverable reserves slipped to 818Mt from 837Mt, reflecting Bengalla and New Acland depletion. An EL9431 resource update is expected in 2026.
16 Sept 2025security holder rights change● Neutral
Rules for a new voluntary dividend reinvestment plan, letting eligible shareholders take new shares instead of cash dividends. No discount is currently set. The plan is available for the 2025 final dividend.
16 Sept 2025annual report● Neutral
FY25 results release: NPAT A$439.4m (from A$475.9m), saleable coal 10.7Mt, group FOB cash cost A$82.4/t (down 8.4%). Final dividend 15.0c and a new dividend reinvestment plan, repeating figures already reported. Malabar stake 22.98%.
16 Sept 2025other● Neutral
New Hope apologised because some people could not access the live stream of the FY25 results presentation due to technical difficulties. A full recording with Q&A is available online. No business substance.
16 Sept 2025annual report● Neutral
Appendix 4G and corporate governance statement lodged with the FY25 annual report, pointing to the governance disclosures on the company website. Routine compliance filing with no new commercial information.
16 Sept 2025investor presentation● Neutral
FY25 results presentation repeating known figures: saleable coal 10.7Mt (up 18%), underlying EBITDA A$766m, NPAT A$439m, 15c final dividend. No new announcements are visible in the readable text.
16 Sept 2025resource reserve update● Neutral
Bridgeport Energy's net 2P oil and gas reserves at 31 July 2025 were 4.1 million barrels of oil equivalent, down from 4.4 at 31 July 2024. 2C contingent resources were 4.9 million, unchanged. Vali/Odin gas reserves reflect a five-well early production system.
16 Sept 2025annual report● Neutral
FY25 audited results: NPAT A$439.4m, down 7.7%, on revenue of A$1.80bn, flat. Final dividend 15.0c fully franked, payable 8 October 2025; a dividend reinvestment plan applies, with new shares issued. Auditor's report unmodified.
