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Antipa Minerals (AZY) investor relations material
Antipa Minerals Q4 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Delivered a significant upgrade to the Mineral Resource Estimate (MRE) at the Minyari Gold-Copper-Silver Project, now totaling 69Mt at 1.33 g/t gold for 3.6 Moz AuEq, with 2.9 Moz gold, 91 kt copper, 880 koz silver, and 13 kt cobalt.
Commenced a major 41,000m drilling campaign targeting both resource growth and new discoveries, with initial results extending Fiama North mineralisation.
Advanced the Minyari Dome Pre-Feasibility Study (PFS) across technical, environmental, regulatory, heritage, commercial, and financing workstreams.
Financial highlights
Cash and cash equivalents at 30 June 2026 were A$39.1 million, with zero debt.
Approximately A$8.0 million was expended on exploration activities during the quarter.
280,000 ESOP options exercised for proceeds of A$54,600; 2.5 million options expired unexercised.
847,043 placement and rights issue options exercised in July 2026 for A$169,000.
Outlook and guidance
Ongoing reporting of assay results from the 41,000m Phase 1 drilling programme.
Continued diamond and RC drilling at GEO-01 Main Zone and Tim's Dome, with planned diamond drilling at Mollie.
PFS technical workstreams expected to complete in Q3 CY2026, with outcomes to be released shortly thereafter.
- Minyari Dome targets 130,000 oz/year gold with robust economics and major resource growth.AZY
Noosa Mining Conference 202627 Jul 2026 - Resource base expanded and major drilling campaign underway, supported by robust cash reserves.AZY
Q3 2026 TU27 Apr 2026 - Advanced Minyari Dome, completed JV sale, and strengthened cash for accelerated exploration.AZY
H2 202527 Mar 2026 - Minyari Dome gold resources grew 33% and Citadel JV was sold for A$17M, boosting cash reserves.AZY
H2 202425 Mar 2026 - Minyari Dome offers 3.3 Moz AuEq, A$1.8B NPV7%, and major growth upside in a premier gold-copper region.AZY
Investor presentation16 Mar 2026 - Net loss A$4.97m, cash A$51.2m, Minyari Dome resource 2.7 Moz gold, PFS advancing.AZY
H1 202612 Mar 2026 - Cash reserves surged after asset sales and placements, despite a higher net loss from JV disposal.AZY
H1 202517 Feb 2026 - Fully funded, high-grade discoveries and strong economics drive growth in Paterson Province.AZY
Diggers & Dealers Mining Forum 20253 Feb 2026 - Project advances with robust economics, aggressive exploration, and strong financial backing.AZY
Noosa Mining Investor Conference3 Feb 2026
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