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.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
10 June 2025director officer appointment● Neutral
Murray Smith resigned as alternate director to non-executive director Matt Latimore. Administrative change only.
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.
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.
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.
29 Apr 2025quarterly activities report● Neutral
March quarter: saleable coal 3.3Mt, flat on December despite record Moranbah rainfall; sales 3.2Mt at US$139/t. FOB cost and capex guidance lowered, production guidance held. Cash US$169m, net debt US$146m, liquidity US$389m. SAFR fell to 0.15.
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.
22 Apr 2025other● Neutral
Notice of an investor call on 29 April 2025 at 11.30am AEST on the March 2025 quarterly report, hosted by Marcelo Matos and Shane Young. Administrative only.
15 Apr 2025other● Neutral
Annual sustainability report covering 2024 safety, environment, community and climate performance. It notes Mavis Underground went into care and maintenance in September 2024. Reporting document with no new event.
15 Apr 2025annual report● Neutral
Published 2024 annual report, with chair and CEO letters repeating the results already announced: US$2.4b revenue, US$700m underlying EBITDA, US 11.1c total dividends. No new information evident in the text provided.
17 Mar 2025agm notice● Neutral
The 2025 annual general meeting will be held on 21 May 2025 at 10am AEST. Director nominations close 27 March 2025. Administrative only.
24 Feb 2025half year report● NeutralMajor
Full-year results: underlying EBITDA US$700m (US$1.1b in 2023), operating cash flow US$408m, FOB cost US$89/t, below guidance. Net debt US$26m. Final dividend US 6.7c takes 2024 dividends to US 11.1c, about US$100m. Reserves rose to 534Mt.
24 Feb 2025investor presentation● Neutral
Presentation of the 2024 full-year results already announced: saleable production 13.8Mt, underlying EBITDA US$700m, FOB cost US$89/t, SAFR 0.30 and final dividend US 6.7c. No new information evident in the text provided.
24 Feb 2025resource reserve update▲ GoodMajor
Resources rose to 5.129bn tonnes and ROM reserves to 534Mt (marketable 360Mt), up from 4.125bn and 372Mt. Eagle Downs added 1,608Mt; the Wards Well sale removed 681Mt. The Range was downgraded to Inferred due to the age of the estimate.
24 Feb 2025annual report● Neutral
2024 accounts: revenue fell 15% to US$2,395.5m and profit after tax fell 59% to US$191.5m, mainly from lower sales prices. Final dividend of US 6.7c declared, payable 13 March 2025. Net tangible assets per share US$2.030.
24 Feb 2025other● Neutral
Annual corporate governance statement. It says Golden Investments holds over 59% of voting shares, and the board has four independent and four non-independent directors. Compliance document, with no new event.
17 Feb 2025other● Neutral
Notice of an investor call on 24 February 2025 at 10am AEDT on the 2024 annual report and full-year results, hosted by Marcelo Matos and Shane Young. Administrative only.
28 Jan 2025quarterly activities report▲ Good
December quarter: saleable 3.3Mt, sales 3.4Mt. Full-year 2024 saleable 13.8Mt beat the 12.8-13.6Mt guidance, with records at South Walker Creek and Poitrel. Cash US$289m, liquidity over US$500m after the revolver was upsized to US$150m. SAFR fell to 0.30.
21 Jan 2025other● Neutral
Notice of an investor call on 28 January 2025 at 10am AEDT on the December 2024 quarterly report, hosted by Marcelo Matos and Shane Young. Administrative only.
22 Oct 2024quarterly activities report● Neutral
September quarter: ROM 5.8Mt, saleable 3.8Mt, sales 3.9Mt, with records at South Walker Creek and Poitrel. The US$450m refinancing completed 30 September. Cash US$322m but net debt US$28m after one-off payments including the BHP earnout.
16 Oct 2024other● Neutral
Notice of an investor call on 22 October 2024 at 10am AEDT on the September quarterly report, hosted by Marcelo Matos and Shane Young. Administrative only.
4 Sept 2024asset acquisition disposition▲ GoodMajor
Stanmore secured rights over a Designated Area next to its Isaac South project from the Anglo American/Exxaro Moranbah South JV. It paid US$15m upfront, with US$20m deferred and royalty capped near US$40m. May double the project's volume and mine life.
30 Aug 2024asset acquisition disposition● NeutralMajor
Stanmore paid BHP the maximum US$150m contingent payment for the 2022 purchase of BHP's 80% of BMC, as price thresholds were exceeded. This is the last payment and settles the purchase price in full, closing the earnout thread.
26 Aug 2024debt financing▲ GoodMajor
Stanmore has binding commitments for a US$350m five-year term loan and US$100m revolving credit facility from commercial banks. The term loan repays the US$210m acquisition facility balance, continuing the earlier debt paydown. Long-form documents are due by end of October 2024.
26 Aug 2024investor presentation● Neutral
Presentation of the half-year results already announced: saleable production 6.8Mt, underlying EBITDA US$375m, FOB cost US$91/t, SAFR 0.48 and interim dividend US 4.4c. No new information.
26 Aug 2024half year report▼ BadMajor
Half-year accounts: revenue fell 18% to US$1,226m and profit after tax fell 60% to US$136.3m, mainly due to lower sales prices. A fully franked interim dividend of US 4.4c was declared. Net tangible assets per share rose 8% to US$2.013.
26 Aug 2024half year report● Neutral
Half-year results: underlying EBITDA US$375m (US$650m a year earlier), operating cash flow US$208m, average price US$175/t. Cost guidance cut to US$93-98/t; saleable guidance now 12.8-13.6Mt. Interim dividend US 4.4c; cash US$404m, net cash US$192m.
26 Aug 2024material agreement▲ Good
Stanmore agreed Queensland Government LEIP funding for a 20MW gas-fired power station at South Walker Creek, capturing coal seam gas to power the mine. Construction is expected by 2027, subject to approvals. Funding amount not stated.
19 Aug 2024other● Neutral
Notice of an investor call on 26 August 2024 at 10am AEST on the half-year results, hosted by Marcelo Matos and Shane Young. Administrative only.
13 Aug 2024farm in farm out completion▲ GoodMajor
Stanmore completed the Eagle Downs purchases from South32 and Aquila and now owns 100% of the project. It paid US$30m for Eagle Downs, A$2m for Eagle Downs South and about US$4m in adjustments. Completes the February and April 2024 deals; development review starts.