Each one in plain English, with the numbers worked through for a shareholder.
19 Aug 2025half year report▼ Bad
First-half results: saleable output up 15%, but realised price fell 15% to A$149/t and operating EBITDA dropped to A$595m from A$990m. Cash cost fell 8% to A$93/t; cash A$1.8bn. Interim dividend A$0.062 a share; guidance unchanged.
Half-year accounts: revenue A$2,675m (down 15%), net profit A$163m (down 61% from A$420m). An interim dividend of A$82m (A$0.062 a share) was declared, far below the A$687m final dividend paid in April.
Notice that the board will meet on 19 August 2025 to approve half-year results and consider an interim dividend, if any. Administrative scheduling notice.
18 July 2025security holder rights change● Neutral
Employee incentive update: 71,879 2023 STIP rights vested and will be cash-settled; 33,064 were forfeited after resignations. All remaining 2021 and 2022 LTIP rights (191,571 and 605,488) were exercised and settled with existing shares, so none remain.
18 July 2025asset acquisition disposition▲ GoodMajor
Yancoal agreed to buy an extra 3.75% of the Moolarben joint venture for A$110.5m, lifting its interest from 95% to 98.75%. It used pre-emptive rights over a planned third-party sale. A$25m is paid at completion, the rest over five years; other approvals are still needed.
62,955 deferred share rights issued to Co-Vice Chairman and acting CEO Ning Yue, approved at the 28 May AGM. Half vest 1 March 2026 and half 1 March 2027; about 0.005% of shares.
682,609 performance share rights issued to senior executives under the 2025 long-term incentive plan, about 0.05% of shares. Vesting depends on relative earnings per share and cost hurdles, tested after 31 December 2027; settled in existing shares or cash.
Board vested 82% of 2022 long-term incentive rights (1,500,266 of 2,483,667), settled with existing shares. 894,778 have been settled and 605,488 remain on issue for later exercise. Also corrects an earlier forfeiture figure to 58,900.
2024 Sustainability Report: scope 1 and 2 emissions intensity down 11% from 2023, 15% female workforce, 52% more land rehabilitated. Notes climate reporting standard AASB S2 applies from 1 January 2025. Reporting document with no financial impact stated.
Appendix 4G governance checklist for 2024, pointing to pages 113-140 of the annual report. Statement is current as at 20 February 2025. Administrative filing.
Full 2024 annual report published, repeating figures already released in February: ROM 62.7Mt, revenue A$6.9bn, net profit A$1.2bn, cash about A$2.5bn, 52 cents a share dividend. Management says it remains debt free. No new results in the text provided.
Scheduling notice: the 1Q 2025 quarterly report is due 17 April 2025 after 6:30pm AEST, with an investor webcast on 28 April. No financial information.
935,063 deferred share rights issued to senior executives under the short-term incentive plan, about 0.07% of issued shares. Half vest 1 March 2026 and half 1 March 2027; settled in existing shares or cash.
502,984 vested 2022 STIP rights and 532,514 vested 2023 STIP rights are settled half in existing shares and half in cash. All 2022 rights are now settled; 532,521 of the 2023 rights remain, due to vest 1 March 2026.
Holders exercised 1,171,240 vested 2020 LTIP rights and 1,211,056 vested 2021 LTIP rights on 5 March 2025, settled with existing shares. Small remainders stay outstanding (100,836 and 191,571). No new shares issued.
Statutory 2024 accounts: revenue A$6,860m (down 12%) and net profit A$1,216m (down 33%) versus A$1,819m in 2023. Final dividend of A$687m (52 cents a share, fully franked) declared, payable 30 April 2025.
Presentation accompanying the 2024 results released the same day. Text provided is mostly disclaimer; the headline figures are covered in the results release.
Hong Kong list of directors and committee roles following the three new appointments. Nine directors, Gang Ru as Chair. Administrative follow-up to the board change.
Hong Kong cash dividend notice accompanying the 2024 results; the text provided contains only the cover page, with no dividend terms. The A$687m final dividend (A$0.52 a share) is detailed in the results release.
Reserves and resources fell at 31 December 2024. Attributable resources are 4,400Mt (down 9.4% from 4,857Mt), recoverable reserves 920Mt (down 5.2%) and marketable reserves 680Mt (down 5.6%). Continues the reserve decline thread.
20 Feb 2025director officer appointment● NeutralMajor
Three non-executive directors join the board from 20 February 2025: Jiuhong Wang (General Manager of Yankuang Energy Group), Zhiguo Zhao (formerly CFO of Yankuang Energy) and Ang Li (China Cinda). Board grows to nine; independents remain three, one-third as required by Hong Kong rules. The text does not name any resignation.