Past year: ▲ 18%(2.15 – 3.01 AUD)
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%.
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.
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).
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.
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.
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.
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.
20 May 2026agm notice● Neutral
AGM addresses and presentation released. The Chair repeats 2025 results (record 14Mt, 8.9 US cent dividend) and says the company is monitoring diesel supply risk from Strait of Hormuz disruption, with continued contracted fuel delivery assured. No new figures in the text provided.
29 Apr 2026quarterly activities report● Neutral
March quarter: saleable coal 3.2Mt (3.9Mt in December quarter) after ex-Cyclone Koji disruption, with a record South Walker Creek March. Cash US$166m, net debt US$79m, liquidity US$436m after the US$80m dividend. Production guidance maintained; cost guidance revised for fuel and FX.
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.
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.
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.
18 Mar 2026agm notice● Neutral
The 2026 AGM will be held on 20 May 2026 at 10am AEST. Director nominations close 27 March 2026. Administrative only.
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.
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.
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.
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.
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.
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.
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.
27 Jan 2026quarterly activities report▲ Good
Record December quarter: ROM 6.0Mt, saleable 3.9Mt, sales 4.0Mt; full-year saleable 14.0Mt, mid-point of revised guidance. Net debt fell to US$33m, RCF upsized to US$200m, liquidity US$482m. Ex-tropical cyclone Koji hit in early January 2026; impact still to be assessed.
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.
21 Oct 2025quarterly activities report▲ Good
September quarter: ROM coal 5.3Mt (from 4.9Mt), saleable 3.6Mt (up ~14%), record output at South Walker Creek. Net debt fell to US$90m from US$99m; liquidity US$420m. Upper end of 2025 saleable guidance trimmed on lower Isaac Plains output.
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.
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.
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.
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.
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.
28 July 2025quarterly activities report● Neutral
June quarter: ROM coal up 15% to 4.9Mt, saleable 3.2Mt, sales 3.3Mt at US$127/t. Serious accident rate fell to zero. Cash US$181m, net debt US$99m, liquidity US$401m. Pongamia trial planting began on 50 hectares.
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.
