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.
18 Aug 2026agm notice● Neutral
Activist group Market Forces, holding about 0.0017% of shares, requisitioned two resolutions for the 5 November 2026 AGM: a constitution change on shareholder resolutions and capital allocation disclosure. Sixth such attempt; none has passed. Board will respond in the Notice of Meeting.
28 July 2026quarterly activities report▲ Good
FY26 ROM 40.3Mt and equity sales 26.0Mt, at top of guidance; unit cost about A$132/t. Net debt rose to A$1.3b from A$0.6b after the second US$500m BMA payment. Cost savings target of A$60-80m delivered.
28 Apr 2026quarterly activities report● Neutral
March quarter ROM 9.5Mt (down 14%, wet season) and equity sales 6.8Mt. Refinancing completed in April, saving A$50-55m a year from May. Net debt A$0.6b before the US$500m BMA payment on 2 April.
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.
29 Jan 2026quarterly activities report▲ Good
December quarter ROM 11.0Mt (up 21%) and equity sales 7.0Mt (up 18%). QLD price A$225/t, NSW A$163/t. Net debt fell to A$0.7b from A$0.8b. Half-year unit cost about A$135/t; on track for A$60-80m cost savings by 30 June 2026.
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.
30 Oct 2025agm notice▲ Good
All six AGM resolutions carried. The remuneration report passed with about 3.2% against, far lower than the 12.93% in 2024. The director fee pool rise to $3.0m was approved, and Brook, Mason and Pearson were elected.
30 Oct 2025agm notice● Neutral
Chairman and CEO addresses and slides for the AGM, recapping FY25: ROM 39.1Mt, underlying profit $319m, 15c dividends and the 40-60% payout framework. Mostly repeats known facts.
24 Oct 2025quarterly activities report● Neutral
September quarter ROM 9.0Mt (down 15%) and equity sales 5.9Mt (down 1%), with A$200/t in Queensland and A$175/t in NSW. Net debt about $0.8b, up from $0.6b in June. Currently tracking to pay no year-two contingent payment to BMA.
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 2025agm notice● Neutral
Notice of the 30 October 2025 AGM. Items include the remuneration report, equity grants for CEO Paul Flynn, a proposed non-executive director fee pool rise from $2.5m to $3.0m, and the election or re-election of Brook, Mason and Pearson.
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.