Austral Resources Australia Ltd

AR1.ASX

Materials

Mineral exploration and production

Market Data

Price

$0.084

+0.0%
Market Cap

$204.6M

P/E Ratio

-100000.0x

EPS

$-0.008

Div. Yield

0.00%

52-Week Change

-0.1%

Latest Earnings

Austral March 2026 Quarterly Report

30 April 2026

Revenue
$38.10

Austral Resources completed acquisition of Lady Loretta mining leases and became debt-free with ~$83.5M cash following the settlement and capital raise, while Q1 2026 saw copper cathode sales of $38.1M with positive EBITDA and $6.0M operating cash inflow despite production underperformance due to wet season and acid supply constraints. The company is transitioning to its next growth phase with mining completion at Anthill, commencement at Flying Horse, and strategic exploration drilling at Rocklands targeting the Las Minerale and Double Oxide Cu-Au lodes. Key points: Completed debt-free Lady Loretta acquisition with ~$83.5M cash on hand post-settlement, securing final pillar of North-West Queensland copper consolidation strategy; Q1 2026 generated $38.1M in copper cathode sales revenue at ~US$12,476/tonne average realised price with positive EBITDA and $6.0M net operating cash inflow; Successfully completed mining at Anthill (353.7kt ore @ 0.85% Cu, 2,788t contained copper) marking key APA milestone with only processing remaining over 11 months

Recent Announcements

30 Apr 2026 Actual Results Positive

Austral March 2026 Quarterly Report

Austral Resources completed acquisition of Lady Loretta mining leases and became debt-free with ~$83.5M cash following the settlement and capital raise, while Q1 2026 saw copper cathode sales of $38.1M with positive EBITDA and $6.0M operating cash inflow despite production underperformance due to wet season and acid supply constraints. The company is transitioning to its next growth phase with mining completion at Anthill, commencement at Flying Horse, and strategic exploration drilling at Rocklands targeting the Las Minerale and Double Oxide Cu-Au lodes. Key points: Completed debt-free Lady Loretta acquisition with ~$83.5M cash on hand post-settlement, securing final pillar of North-West Queensland copper consolidation strategy; Q1 2026 generated $38.1M in copper cathode sales revenue at ~US$12,476/tonne average realised price with positive EBITDA and $6.0M net operating cash inflow; Successfully completed mining at Anthill (353.7kt ore @ 0.85% Cu, 2,788t contained copper) marking key APA milestone with only processing remaining over 11 months

10 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

Host-Plus Pty Limited ceased to be a substantial holder in Austral Resources Australia Ltd on 2 April 2026 due to the dilutionary effect of 308,515,329 new shares issued on the ASX, reducing its relevant interest from 122,561,570 voting securities.

8 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

INDUSTRY SUPER HOLDINGS PTY. LTD ceased to be a substantial holder.

8 Apr 2026 Sph Neutral

Notice of change of interests of substantial holder

Velrosso Pty Ltd, a substantial shareholder of Austral Resources Australia Ltd, changed its voting interest from 8.15% (138,375,749 shares) to 8.85% (220,735,587 shares) following a transfer of securities on 12/02/2026 and an acquisition on 01/04/2026.

2 Apr 2026 Sph Neutral

Notice of initial substantial holder

QIC Limited ACN 130 539 123 (QIC) and QBF No.1 Pty Ltd ACN 051 675 033 as trustee of the QIC Critical Minerals and became a substantial holder.

2 Apr 2026 Sph Neutral

Notice of change of interests of substantial holder

Thiess Group Investments Pty Ltd notified a change in its substantial holding in Austral Resources Australia Ltd on 2 April 2026, with its voting power in 279,600,000 fully paid ordinary shares decreasing from 13.17% to 11.21% due to share dilution from a capital issue.

2 Apr 2026 Sph Neutral

Notice of change of interests of substantial holder

Yellow Gear Pty Ltd (Yellow Gear) changed substantial holding from 10.02% to 8.53%.

2 Apr 2026 Sph Neutral

Notice of change of interests of substantial holder

Daniel Rigby Jauncey changed substantial holding from 10.48% to 9.08%.

2 Apr 2026 Sph Neutral

Notice of change of interests of substantial holder

Austral Resources Australia Ltd (AR1 or Austral) changed substantial holding from 9.58% to 8.15%.

6 Mar 2026 Sph Neutral

Notice of change of interests of substantial holder

Thiess Group Investments Pty Ltd's voting power in Austral Resources Australia Ltd decreased from 16.46% to 13.17% as of 26 February 2026, while maintaining 279,600,000 fully paid ordinary shares due to a share dilution caused by the issuance of new shares.

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