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Emerald Resources (EMR) investor relations material

Emerald Resources AGM 2025 Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 Presentation summary27 Nov, 2025

Strategic growth and operational highlights

  • Transitioning from a single-mine, 100Koz/year producer to a multi-mine, 300Koz/year gold producer, with significant organic growth and no further shareholder dilution.

  • Share price increased 51% since July 2024 and 77% since January 2024; cash, bullion, and listed assets reached A$303.6M by September 2025, up 68% year-on-year.

  • Became debt-free after final debt facility payment; global resources grew to over 3 million ounces of gold, up 155%.

  • Board and management have a strong track record, with five projects delivered on time and on budget in the past 15 years.

Key assets and production performance

  • Okvau Gold Mine produced 98,100oz in 2025 at an AISC of US$1,075/oz, generating A$185M operating profit after tax and A$265M cash generation before tax.

  • Okvau has produced 431Koz at an AISC of US$879/oz since commissioning in September 2021, with total production of 442Koz to September 2025.

  • Resources at Okvau are replenished annually, with ongoing reserve and resource expansion, including near-mine and regional exploration.

Project pipeline and resource growth

  • Dingo Range Gold Project (Australia, 100%): 40.1Mt @ 1.1g/t Au for 1.36Moz, including 23.2Mt @ 1.4g/t Au for 1.07Moz; maiden reserve expected early 2026.

  • Memot Gold Project (Cambodia, 100%): 31.4Mt @ 1.3g/t Au for 1.34Moz, including 16.9Mt @ 1.9g/t Au for 1.03Moz; fully permitted, with maiden reserve expected early 2026.

  • Both projects have significant high-grade intersections and remain open for further resource growth.

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Frequently asked questions

Emerald Resources NL is an Australian mining and exploration company focused on the development and production of gold projects. The company’s primary asset is the Okvau Gold Project in Cambodia, where it engages in exploration and gold mining operations. Emerald Resources aims to expand its resource base through ongoing exploration activities and potential acquisitions within Southeast Asia. The company is headquartered in West Perth, Western Australia, and its shares are listed on the Australian Securities Exchange.

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