19 Aug 2026investor presentation● Neutral
Presentation of the FY26 results already announced: safety rate of 3.3 (4.6 in FY25), production 40.3Mt, and FY27 guidance. It repeats known figures, with no new information in the extract shown.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
19 Aug 2026annual report● Neutral
Appendix 4G and corporate governance statement lodged with the annual report, confirming the statement is current at 19 August 2026 and approved by the board. Administrative filing with no new substance.
19 Aug 2026annual report● NeutralMajor
FY26 underlying profit $227m (FY25 $319m) on revenue $5.4b; net debt $1.3b after the second US$500m BMA payment. Final dividend 6c (10c for the year) plus an equal ~$47m buy-back. Final US$100m BMA payment due April 2027.
19 Aug 2026annual report▼ BadMajor
FY26 results: revenue $5.4b (down 7%), underlying profit $227m (from $319m), statutory profit $385m (from $649m). Final dividend 6c, making 10c for the year. AGM set for 5 November 2026.
23 Apr 2026debt financing● Neutral
US$900m senior secured notes issue completed, as priced on 16 April (6.25% due Oct 2031, 6.75% due Apr 2034). First interest is payable 22 October 2026. Proceeds repay the acquisition term loan.
16 Apr 2026debt financing▲ GoodMajor
Priced US$900m senior secured notes: US$450m at 6.25% due 2031 and US$450m at 6.75% due 2034. Proceeds repay the remaining US$1.1b acquisition loan. Cost of debt falls to about 6.3%, cutting interest by around A$50-55m a year.
10 Apr 2026debt financing▲ GoodMajor
New US$600m senior secured syndicated facility (US$475m term loan, US$125m revolver), 4.5-year tenor, headline rate around 6%. It repays part of the US$1.1b acquisition loan (about 10.5% in H1) and replaces the US$100m revolver. Subject to closing conditions.
20 Mar 2026other● Neutral
CEO Paul Flynn sold 991,692 shares for personal reasons including tax. He retains 1,085,033 shares and 2,690,640 vested performance rights. His last sale was November 2022.
12 Mar 2026debt financing▲ Good
First public credit ratings: BB+ stable from S&P and Fitch, Ba1 stable from Moody's. S&P and Fitch rate the proposed senior secured debt investment grade (BBB-), supporting the refinancing of the US$1.1b acquisition loan.
24 Feb 2026regulatory community update▲ GoodMajor
NSW Supreme Court dismissed the Tinkler-linked representative claim over the 34m Milestone Shares issued for Boardwalk in 2012, with costs to Whitehaven. This resolves the case begun in December 2018.
19 Feb 2026half year report▼ BadMajor
H1 FY26 underlying EBITDA $446m (from $960m), average price A$189/t (from A$232/t), underlying loss $19m. Interim dividend 4c plus up to $32m buy-back. Refinancing of the US$1.1b acquisition loan (about 10.5% interest) being explored; FY26 guidance unchanged.
19 Feb 2026investor presentation● Neutral
Half-year results slides restating announced figures: ROM 20.0Mt, price A$189/t, unit cost A$135/t, underlying EBITDA $446m, underlying loss $19m, 4c dividend. No new substance visible in the extract.
19 Feb 2026half year report▼ Bad
Half-year accounts: revenue $2.5b (down 28%), underlying loss $19m versus $350m profit a year earlier, statutory profit $69m. Interim dividend 4c, down from 9c. Detail behind the results announcement.
15 Dec 2025resource reserve update▲ GoodMajor
Blackwater recoverable reserves upgraded 91% to 365Mt from 191Mt, and resources up 6% to 1,919Mt. The increase comes from new drilling, revised economic assumptions, and including the North Extension and SA2 areas. This supports a longer mine life for the 70%-owned mine.
25 Sept 2025annual report● Neutral
Cover letter for the 2025 Sustainability Report, covering environmental, safety, community and climate topics. The extract contains no new financial or operational figures.
25 Sept 2025director officer appointment● Neutral
Director Ray Zage, on the board since August 2013, will not stand for re-election at the 30 October 2025 AGM. He says he will remain a significant shareholder and engage with the board on value creation.
25 Sept 2025other● Neutral
Administrative Appendix 4G confirming the corporate governance statement for the year to 30 June 2025 is on the company website. No new information.
25 Sept 2025annual report● Neutral
Cover letter for the 2025 Annual Report, which restates FY25 results already announced on 21 August (ROM 39.1Mt, equity sales 26.5Mt). It shows FY26 ROM guidance of 37.0-41.0Mt. No new substance in the extract.
21 Aug 2025annual report● NeutralMajor
FY25 underlying profit fell to $319m (from $740m) on revenue of $5.8b, with EBITDA $1.4b: $1.0b in H1 and $0.4b in H2 as prices softened. Net debt $0.6b. Final dividend 6c plus up to $48m buy-back; new payout target 40-60% of underlying profit. Narrabri Stage 3 capex cut to ~$260-300m.
21 Aug 2025annual report● Neutral
FY25 annual financial report: revenue $5.8b, underlying profit $319m (down from $740m), statutory profit $649m including gains on the Blackwater sale. Final dividend 6c; AGM set for 30 October 2025. Detail behind the results announcement.
21 Aug 2025investor presentation● Neutral
FY25 results slides restating announced figures: ROM 39.1Mt, equity sales 26.5Mt, A$215/t price, $139/t unit cost, revenue $5.8b, underlying EBITDA $1.4b, underlying NPAT $319m, 6c final dividend. Includes FY26 guidance section (text truncated, figures not visible).
21 Aug 2025director officer appointment● Neutral
Brendan Pearson joins the board as an independent non-executive director from 22 August 2025. He is a former Minerals Council of Australia CEO and recent Australian ambassador to the OECD and IEA.
3 June 2025investor presentation● Neutral
Presentation for a Queensland site visit to Daunia and Blackwater, restating the acquisition rationale and that FY25 guidance is unchanged and tracking in the upper half. No new figures of substance.
4 Apr 2025investor presentation● Neutral
Slides for an analyst Q&A on Queensland price realisations and accounting topics. They stress that the 78-82% of PLV HCC realisation range is not a forecast and will vary by quarter. No new transaction or result.
31 Mar 2025farm in farm out completion▲ GoodMajor
The sale of 30% of Blackwater to Nippon Steel (20%) and JFE Steel (10%) completed, with US$1.08b cash received. This resolves the sell-down announced in August 2024; economic ownership of the joint venture starts 1 April 2025.
20 Feb 2025half year report● Neutral
Half-year to 31 Dec 2024: revenue $3.4b (up from $1.6b), underlying profit $328m (down from $379m), statutory profit $77m after $251m of mostly acquisition-related adjustments. Interim dividend 9c, up from 7c. Full report behind the results announcement.
20 Feb 2025investor presentation● Neutral
Half-year results presentation repeating announced figures: 19.4Mt ROM, A$232/t price, $960m EBITDA, $328m underlying profit, 9c dividend. No new information.
20 Feb 2025half year report▲ GoodMajor
H1 FY25 underlying profit $328m, EBITDA $960m (vs $632m), with $588m from Queensland. Interim dividend 9c plus a buy-back of up to $72m, resuming the suspended buy-back. Guidance unchanged apart from the Blackwater stake adjustment; capital allocation review due after sale proceeds.
20 Feb 2025farm in farm out completion▲ GoodMajor
All approvals are in and the 30% Blackwater sale to Nippon Steel (20%) and JFE Steel (10%) will complete 31 March 2025 for US$1.08b. Proceeds precede the first US$500m deferred payment to BMA on 2 April 2025. Equity sales guidance trimmed to 24.3-27.4Mt for the 70% stake.
25 Sept 2024other● Neutral
2024 Sustainability Report covering safety, climate and community performance. NSW injury rate of 3.3 was its best ever; the newly acquired Queensland mines recorded 6.6 for the June quarter. Reporting only, no new transaction or result.