Stockle - the stock oracle

Stanmore Resources Ltd

ASX:SMR
A$2.54Close 7 Oct 2026 · delayed

Past year: ▲ 18%(2.15 – 3.01 AUD)

Market cap
A$687m
Shares on issue
270m
Story beats
180 since 2009
Last event
4 Sept 2026

Announcements, explained

Each one in plain English, with the numbers worked through for a shareholder.

4 Sept 2026asset acquisition disposition▲ GoodMajor

Agrees to buy 100% of the Moranbah South tenements from Exxaro for US$105m, funded from existing cash and liquidity. They hold 724Mt Measured and Indicated resource next to Eagle Downs, and the deal removes up to US$60m of deferred payments tied to the Isaac Downs Extension. Completion is expected by end of 2026 and depends on Exxaro first acquiring Anglo's 50%.

Discuss in chat

24 Aug 2026investor presentation● Neutral

Half-year results presentation repeating announced figures: underlying EBITDA US$174m, FOB cash cost US$101/t, net debt US$72m, saleable production 6.5Mt. No new information evident in the text provided.

Discuss in chat

24 Aug 2026half year report● Neutral

First half: underlying EBITDA US$174m (US$27m higher), loss after tax US$44m, net debt US$72m, FOB cost US$101/t. Full-year guidance reaffirmed, but no 2026 interim dividend declared. Refinancing completed after period end (US$250m term loan).

Discuss in chat

24 Aug 2026half year report● Neutral

Half-year accounts to 30 June 2026: revenue US$978.0m (up 13%), loss after tax US$44.2m versus US$50.5m a year earlier, on higher prices partly offset by lower volumes and higher costs. No interim dividend; net tangible assets US$1.771 per share.

Discuss in chat

17 Aug 2026other● Neutral

Notice of an investor call on 24 August 2026 on the 2026 half-year results, hosted by Marcelo Matos and Shane Young. Administrative only.

Discuss in chat

27 July 2026quarterly activities report▲ GoodMajor

June quarter: ROM coal 5.1Mt (up 27%), saleable 3.3Mt, net debt US$72m, liquidity US$408m. After quarter-end, binding commitments to refinance: term loan upsized to US$250m, bullet repayment (removes US$70m a year of repayments), funding cost down 1.00%. Isaac Downs Extension EIS submitted in June.

Discuss in chat

20 July 2026other● Neutral

Notice of an investor call on 27 July 2026 on the June 2026 quarterly report, hosted by Marcelo Matos and Shane Young. Administrative only.

Discuss in chat

22 Apr 2026other● Neutral

Notice of an investor call on 29 April 2026 on the March 2026 quarterly report, hosted by Marcelo Matos and Shane Young. Administrative only.

Discuss in chat

20 Apr 2026annual report● Neutral

Full 2025 annual report released, matching the 23 February results: record 14.0Mt saleable output, underlying EBITDA US$385m, free cash flow US$296m, FOB cost US$88/t, final dividend 8.9 US cents. Only the front section is provided; no new figures evident.

Discuss in chat

20 Apr 2026annual report● Neutral

2025 Sustainability & ESG Report covering 1 January to 31 December 2025, following GRI standards. Mandatory climate disclosures are in the annual report. The portion provided is only contents and scope, so no new figures are evident.

Discuss in chat

23 Feb 2026other● Neutral

Annual corporate governance statement. Notes Golden Investments holds over 59% of voting shares and the board has four independent and four non-independent directors. Routine compliance disclosure, no new events.

Discuss in chat

23 Feb 2026investor presentation● Neutral

Presentation of the 2025 full-year results already announced: underlying EBITDA US$385m, FOB cost US$88/t, net debt US$33m, 8.9 US cents dividend. No new information evident in the text provided.

Discuss in chat

23 Feb 2026annual report● NeutralMajor

2025 annual report: revenue US$1,881m (-21%), loss after tax US$47.2m versus a US$191.5m profit in 2024, attributed mainly to lower sales prices. A final dividend of US 8.9c is declared, reversing the no-interim-dividend stance. Net tangible assets US$1.910/share.

Discuss in chat

23 Feb 2026other● NeutralMajor

Full-year results release: underlying EBITDA US$385m (US$700m in 2024), free cash flow US$296m, net debt US$33m, final dividend 8.9 US cents. 2026 guidance steps production down as Isaac Downs is adjusted ahead of the planned extension project.

Discuss in chat

23 Feb 2026other● Neutral

Appendix 4G, the required checklist pointing to where governance disclosures sit, lodged with the annual report. Administrative only, no new information.

Discuss in chat

23 Feb 2026resource reserve update▲ GoodMajor

Annual update: resources 5.1bn t; ROM reserves up 7% to 571Mt (from 534Mt); marketable reserves up 8% to 388Mt. Includes Isaac Downs Extension and a South Walker Creek expansion after land access approvals in the December 2025 quarter.

Discuss in chat

16 Feb 2026other● Neutral

Notice of an investor call on 23 February 2026 on the 2025 full-year results, hosted by Marcelo Matos and Shane Young. Administrative only.

Discuss in chat

20 Jan 2026other● Neutral

Notice of an investor call on 27 January 2026 on the December 2025 quarterly report, hosted by Marcelo Matos and Shane Young. Administrative only.

Discuss in chat

14 Oct 2025other● Neutral

Notice of an investor call on 21 October 2025 at 10am AEDT on the September 2025 quarterly report, hosted by Marcelo Matos and Shane Young. Administrative only.

Discuss in chat

25 Aug 2025half year report▼ Bad

Half-year accounts: revenue fell 29% to US$867.2m and the company swung to a US$50.5m loss from a US$136.3m profit. Lower sales prices and a prior-period Wards Well sale gain were cited. No interim dividend declared.

Discuss in chat

25 Aug 2025half year report▼ BadMajor

First half 2025: underlying EBITDA US$147m (US$375m a year earlier), FOB cost US$89/t, loss after tax US$51m. Net debt US$99m. The board is holding back an interim dividend; it will be reassessed at year end. Maiden Isaac Downs Extension reserves declared.

Discuss in chat

25 Aug 2025investor presentation● Neutral

Presentation of the half-year results already announced: underlying EBITDA US$147m, FOB cost US$89/t, net debt US$99m, SAFR zero. No new information evident in the text provided.

Discuss in chat

18 Aug 2025other● Neutral

Notice of an investor call on 25 August 2025 at 9am AEST on the half-year results, hosted by Marcelo Matos and Shane Young. Administrative only.

Discuss in chat

25 July 2025director officer appointment● Neutral

Ben Gargett appointed alternate director for Matt Latimore, replacing Murray Smith. He is a former PwC partner and became CFO of M Resources Group on 1 July 2025; M Resources is Stanmore's marketing agent, so this is a related-party link.

Discuss in chat

21 July 2025other● Neutral

Notice of an investor call on 28 July 2025 at 10am AEST on the June 2025 quarterly report, hosted by Marcelo Matos and Shane Young. Administrative only.

Discuss in chat

10 June 2025director officer appointment● Neutral

Murray Smith resigned as alternate director to non-executive director Matt Latimore. Administrative change only.

Discuss in chat

6 June 2025other▼ Bad

S&P Dow Jones announced Stanmore will be removed from the S&P/ASX 200 index, effective 23 June 2025. It joined in March 2024. Index funds tracking it may sell; this is an index provider notice, not a company announcement.

Discuss in chat

21 May 2025other● Neutral

Chair's AGM address repeating 2024 results (US$700m underlying EBITDA, US 11.1c dividends) and noting wet weather and weak prices in early 2025. Says the company is positioned to pursue growth opportunities. No new figures or events.

Discuss in chat

1 May 2025admin correction● Neutral

ASX-requested update to the 29 April Isaac Downs Extension reserves release, adding required disclosures and resource details (135.2Mt in situ resources). Company says the information is not materially different; the 52Mt reserve is unchanged.

Discuss in chat

29 Apr 2025resource reserve update▲ GoodMajor

First JORC reserves for Isaac Downs Extension: 52Mt ROM, 34Mt marketable, from a completed pre-feasibility study. Project has 20+ year life at up to ~4Mtpa and uses existing plant. Group reserves rise to 586Mt from 534Mt. Mining lease approvals still needed.

Discuss in chat