Havilah Resources (HAV) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
8 Apr, 2026Strategic focus and mineral portfolio
Focused on strategic and critical minerals in South Australia's Curnamona Province, an under-explored region with high geological prospectivity and large mineralised systems.
Portfolio includes copper, gold, cobalt, molybdenum, uranium, tungsten, bismuth, beryllium, iron, and rare earth elements.
Holds 100% ownership of multiple exploration licences, deposits, and prospects, including Kalkaroo, Mutooroo, Maldorky, and Grants.
Project development and business model
Operates as a multi-commodity project generator, advancing projects and seeking strategic partnerships to de-risk and accelerate development.
Employs a scalable 3P model: prospect, prove, and partner, with a focus on generating value and reinvesting returns.
Monetises advanced projects while retaining interests, compounding shareholder value through repeated project cycles.
Key projects and transactions
Kalkaroo project features 1.1Mt copper, 3.1Moz gold, and 23Kt cobalt, with a recent transaction unlocking $105M in funding and a 20% free-carried interest through to production.
Sandfire partnership includes a $30M stage 2 payment and a commitment to 20,000m of resource drilling and regional exploration.
Four JORC Mineral Resources: Kalkaroo (Cu-Au-Co), Mutooroo (Cu-Co-Au), Maldorky & Grants (iron ore), with extensive drilling intersections.
Latest events from Havilah Resources
- Sandfire partnership advances Kalkaroo and funds exploration, boosting copper and uranium prospects.HAV
AGM 2025 Presentation16 Dec 2025 - Net loss of $3.28 million amid asset monetisation, exploration success, and strong capital raising.HAV
H2 202511 Dec 2025 - Profit surged to $5.57 million as asset sales, investments, and copper project advances offset BHP's exit.HAV
H2 202411 Dec 2025 - Kalkaroo transaction to deliver $210M and $30M exploration funding, pending approval.HAV
Q1 2026 TU7 Dec 2025 - Strong exploration results and new funding highlight a critical need for further capital.HAV
Q4 2025 TU9 Nov 2025 - Cash reserves declined to $1.72 million as project funding and asset monetization efforts intensified.HAV
Q3 2025 TU20 Jul 2025 - Drilling success, capital raise, and uranium deals position Havilah for growth with $4.05M cash.HAV
Q1 2025 TU13 Jun 2025 - Asset monetization and funding are priorities as Havilah advances copper and uranium projects.HAV
Q4 2024 TU13 Jun 2025 - Net loss of $1.16M offset by capital raise and project progress; going concern risk flagged.HAV
H1 20256 Jun 2025