Pantoro Gold Limited

PNR.ASX

Materials

Gold production, exploration and development in WA. Owner of the Norseman Gold Project.

Market Data

Price

$2.090

+0.0%
Market Cap

$787.2M

P/E Ratio

7.5x

EPS

$0.268

Div. Yield

0.00%

52-Week Change

-0.5%

Latest Earnings

FY2026 Result and FY2027 Guidance

9 July 2026

Pantoro Gold produced 77,408 ounces in FY2026, falling short of expectations due to acute Western Australian labour shortages impacting underground contractors at OK and Scotia mines, though open pit operations performed on plan. Despite operational challenges, the company strengthened its financial position with cash and gold balances growing to $223.4M (from $175.8M), remained debt-free, and invested $54M in exploration and $67M in major projects. FY2027 guidance targets 90,000-105,000 ounces with AISC of $2,800-$3,400/oz, with production expected to accelerate in H2 as new ore sources (Green Lantern, O'Briens Reef) and the Mega Resources partnership come online. Key points: FY2026 production of 77,408 ounces with Q4 contributing 18,028 ounces despite operational challenges; Cash and gold balance grew significantly from $175.8M to $223.4M; company remains debt-free with robust financial foundation; Multiple new ore sources coming online in FY2027 (O'Briens Reef, Green Lantern, Gladstone/Daisy South, Mega Resources partnership) expected to support 16% production growth at midpoint (97,500 oz guidance)

Recent Announcements

9 Jul 2026 Actual Results Neutral

FY2026 Result and FY2027 Guidance

Pantoro Gold produced 77,408 ounces in FY2026, falling short of expectations due to acute Western Australian labour shortages impacting underground contractors at OK and Scotia mines, though open pit operations performed on plan. Despite operational challenges, the company strengthened its financial position with cash and gold balances growing to $223.4M (from $175.8M), remained debt-free, and invested $54M in exploration and $67M in major projects. FY2027 guidance targets 90,000-105,000 ounces with AISC of $2,800-$3,400/oz, with production expected to accelerate in H2 as new ore sources (Green Lantern, O'Briens Reef) and the Mega Resources partnership come online. Key points: FY2026 production of 77,408 ounces with Q4 contributing 18,028 ounces despite operational challenges; Cash and gold balance grew significantly from $175.8M to $223.4M; company remains debt-free with robust financial foundation; Multiple new ore sources coming online in FY2027 (O'Briens Reef, Green Lantern, Gladstone/Daisy South, Mega Resources partnership) expected to support 16% production growth at midpoint (97,500 oz guidance)

3 Jul 2026 Sph Neutral

Becoming a substantial holder

UBS Group AG became a substantial holder (6.10%).

22 Jun 2026 Sph Neutral

Ceasing to be a substantial holder

UBS Group AG ceased to be a substantial holder.

9 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

The Bank of Nova Scotia and each of its controlled entities including those listed in ceased to be a substantial holder.

8 Apr 2026 Sph Neutral

Ceasing to be a substantial holder from MQG

MQG ceased to be a substantial holder.

25 Mar 2026 Sph Neutral

Becoming a substantial holder from MQG

MQG became a substantial holder (5.18%).

24 Mar 2026 Sph Neutral

Becoming a substantial holder

Vanguard Group (The Vanguard Group, Inc. became a substantial holder (5.039%).

17 Mar 2026 Sph Neutral

Becoming a substantial holder

UBS Group AG became a substantial holder (5.24%).

16 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

UBS Group AG ceased to be a substantial holder.

13 Mar 2026 Sph Neutral

Ceasing to be a substantial holder from MQG

MQG ceased to be a substantial holder.

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