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GBM Resources Q4 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2026 TU earnings summary30 Jul, 2026

Executive summary

  • Focused on expanding gold resources in Queensland's Drummond Basin, especially Twin Hills and Yandan projects.

  • Stage 2 drilling at Twin Hills (Lone Sister and 309) extended mineralisation and confirmed higher-grade continuity.

  • Commenced 8,000m Stage 1 drilling at Yandan, targeting high-grade East Hill resource and broader hydrothermal system.

  • Regional exploration and geophysical surveys identified multiple new drill-ready targets.

Financial highlights

  • Cash position of $31.7 million and listed investments of $1.65 million as of 30 June 2026.

  • No debt at quarter end, supporting accelerated exploration and drilling.

  • Net cash outflow from operating activities was $492,000 for the quarter.

  • Net cash outflow from investing activities was $5.3 million for the quarter, mainly for exploration and evaluation.

  • Seven quarters of funding available at current expenditure rates.

Outlook and guidance

  • Continued assay results expected from ~12,000m of pending Twin Hills drilling.

  • Updated Twin Hills MRE planned for Q4 2026; updated East Hill MRE expected H1 2027.

  • Ongoing regional exploration and prioritisation of over 20 mineralised prospects.

  • First Yandan East Hill assay results expected in September 2026.

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