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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Yari Resources
Yari Resources (YAR) investor relations material
Yari Resources Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary27 Oct, 2026
Executive summary
Arcadia acquisition completion on 20 October lifted reported Queensland coal resources to 504.9Mt, including 197.7Mt Indicated; combined resources are sums of separate estimates, not a new estimate or reclassification.
Multiple potential Arcadia product pathways identified: semi-soft coking, PCI and high-energy thermal coal; product proportions, yields, specifications and beneficiation needs remain under review.
Financial highlights
H1 FY2026 net loss after tax was $972,831, versus a $2,595,170 loss in H1 FY2025.
Cash was $1.610m at 30 September 2026; quarterly exploration expenditure was $0.302m, with no substantive mining or development activity.
At 30 June 2026, assets were $652,019, liabilities $540,255, cash $490,084 and borrowings nil.
Outlook and guidance
Focus shifts to resource growth and project advancement at Arcadia and Rolleston South, technical and development studies, and strategic opportunities to progress future development decisions.
Further coal quality results, refined geological interpretations and targeted drilling outcomes are expected in coming periods; work will inform a more targeted drilling strategy and development studies.
Arcadia technical work will assess product proportions, yields, specifications and beneficiation requirements across coking, PCI and thermal pathways.
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Latest events from Yari Resources
- Resource base surpasses 500 million tons, targeting 1 billion tons with premium coal product potential.YAR
Status update - Net loss improved, coal resources doubled post-period, and capital raised amid going concern risk.YARH1 2026
- New leadership and strategic focus drive progress at Rolleston South coal project in Queensland.YARQ2 2026 TU
- District-scale coal consolidation strategy leverages Rolleston South's 222.9 Mt resource and JV focus.YARInvestor presentation
- Resource base grows 17% to ~223Mt, with strong coal quality and robust cash position.YARQ1 2026 TU
- Net loss narrowed, cash improved, and lithium exploration advances despite market headwinds.YARH2 2024
- Rolleston South acquisition drives resource growth, but net loss widens and going concern risk remains.YARH2 2025
- Drilling confirmed robust coal seams and quality, supporting a potential resource upgrade.YARQ4 2025 TU
- Resource upgraded 91% to 151Mt, with strong infrastructure and growth plans in place.YARStatus Update
Yari Resources
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Frequently asked questions
Yari Minerals Limited is a mineral exploration company focused on identifying and developing resource projects. The company primarily engages in the acquisition, exploration, and evaluation of mineral tenements, with a particular interest in lithium and other critical minerals. Its activities include geological surveys, sampling, and drilling programs aimed at assessing the viability of potential mining operations. The company is headquartered in Perth, Australia, and its shares are listed on the ASX.