2 Sept 2026security holder rights change● Neutral
618,769 performance rights from the 2024 long-term incentive plan lapsed as employees left, leaving 859,415 on issue (vesting December 2026). No new shares issued.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
2 Sept 2026other● Neutral
Hong Kong monthly return for August 2026: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.
25 Aug 2026material agreement● Neutral
Renewed coal sales framework agreements with Yankuang Energy (62.26% holder) and its affiliate YIT for 1 Nov to 31 Dec 2026, replacing the 2023 three-year deals ending 31 October. Shorter term aligns caps to the financial year; no shareholder vote needed.
24 Aug 2026material agreement● Neutral
Annual cap on 2026 coal sales to Glencore, the 49% partner in HVO, raised from US$350m to US$750m. First-half sales were about US$215m; the company cites Middle East instability and more spot sales. A headroom increase, not a new contract.
19 Aug 2026investor presentation● Neutral
Slides accompanying the 1H 2026 results. The extract shown contains only the cover and disclaimer, so no new information beyond the results announcement.
19 Aug 2026director officer appointment● Neutral
Board list as at 19 August 2026: nine directors, with Ping Nie now among the non-executive directors and sitting on a board committee. Confirms the earlier Cinda-nominee change; no new appointments or other changes.
19 Aug 2026half year report● NeutralMajor
Operating profit rose 42% to A$328m and EBITDA 29% to A$767m, but profit after tax fell to A$17m after A$272m of non-operating items. Capex guidance cut to A$600-750m; cash A$2.1bn, about half to fund the US$1.85bn Kestrel purchase, rest by debt.
19 Aug 2026dividend declaration● Neutral
Cover page of the Hong Kong dividend form; the extract shows no dividend details. The A$0.07 interim dividend itself is covered in the results announcement.
19 Aug 2026director officer appointment● Neutral
Ping Nie, a long-time China Cinda executive, joins as non-executive director, replacing Ang Li, who steps down due to work changes within China Cinda. Cinda is a major holder (15.89% in an earlier report), so board seat continues with its nominee.
19 Aug 2026half year report▼ BadMajor
First-half 2026 profit after tax was A$17m, down 90% from A$163m, on revenue of A$3,024m (up 13%). A$92m interim dividend (A$0.07 per share, fully franked) declared, payable 18 September, well below last year's A$687m final dividend payout.
13 Aug 2026other● Neutral
Scheduling notice: half-year results due 19 August 2026 after 6:30pm AEST, with a webcast on 20 August. No financial information.
6 Aug 2026other● Neutral
Notice that the board will meet on 19 August 2026 to approve half-year results and consider an interim dividend, if any. Scheduling notice only.
3 Aug 2026other● Neutral
Hong Kong monthly return for July 2026: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.
20 July 2026security holder rights change● Neutral
Update on staff incentive rights: small 2024 and 2025 STIP tranches vested and will be cash-settled, and some rights lapsed as employees resigned. 2024 and 2025 LTIP rights also fell slightly. No new shares issued.
20 July 2026quarterly activities report▲ GoodMajor
June quarter: record attributable saleable output of 10.8Mt (up 20%), realised price A$160/t, cash A$2.01bn. Guidance unchanged but now expected in the upper half for output; costs no longer at the top end. FIRB approval for Kestrel received; Ashton to cease operations from early 2028.
13 July 2026other● Neutral
Scheduling notice: June quarter report due 20 July 2026, with an investor webcast on 21 July. No financial information.
8 July 2026other● Neutral
Hong Kong monthly return for June 2026: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.
15 June 2026security holder rights change● Neutral
Issued 104,250 deferred incentive rights to director Ning Yue on 11 June, as approved at the 28 May AGM. About 0.008% of shares, vesting half on 1 March 2027 and half in 2028; any share settlement uses existing shares.
3 June 2026other● Neutral
Hong Kong monthly return for May 2026: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.
28 May 2026security holder rights change● Neutral
Further exercises of vested incentive rights settled with existing shares: 100,836 of the 2020 plan (none remain) and 20,382 of the 2023 plan (61,909 remain). No new shares issued.
28 May 2026investor presentation● Neutral
Notice of the 28 May 2026 AGM address and slides, to be delivered by Co-Vice Chairman Gregory Fletcher. The extract shown contains only the cover, speaker list and disclaimer, so no new information; meeting results to follow.
18 May 2026security holder rights change● Neutral
Follow-up on 2023 incentive rights: 16,001 vested rights exercised, settled with existing shares. 82,291 vested rights remain outstanding. Administrative.
12 May 2026security holder rights change● Neutral
Board vested 40% of the 2023 long-term incentive rights (334,044) because the cash cost test was fully met but the earnings per share test was not (0%). Settled with existing shares, so no dilution; 882,661 rights cancelled.
6 May 2026other● Neutral
Hong Kong monthly return for April 2026: issued shares unchanged at 1,320,439,437. Administrative filing with no new information.
1 May 2026security holder rights change● Neutral
Update on staff incentive rights: 2023 STIP rights fully vested or lapsed, half settled in existing shares and half in cash. 2024 and 2025 LTIP rights fall by about 50,000 each as staff left. No new shares issued.
24 Apr 2026security holder rights change● Neutral
Issued 975,358 deferred incentive (STIP) rights to senior executives, about 0.07% of shares, vesting in two equal tranches on 1 March 2027 and 2028. Any share settlement would use existing shares, so no dilution.
23 Apr 2026annual report● Neutral
Published 2025 Annual Report, covering the results already announced in February: record 38.6Mt attributable saleable output, revenue A$5.95bn, net profit A$440m, cash A$2.13bn. Full-form repeat of known facts.
23 Apr 2026other● Neutral
Appendix 4G corporate governance checklist for 2025, pointing to pages 113-139 of the annual report. Compliance filing with no new substance.
23 Apr 2026agm notice● Neutral
Hong Kong notice that the AGM voting record time is 21 May 2026, earlier than Australian holders may expect because of the dual listing. Administrative notice.
23 Apr 2026annual report● Neutral
2025 sustainability (P4) report covering climate risk, safety and community performance. Supplementary reporting with no new financial or operating results shown in the extract.