Kinetiko Energy (KKO) Q4 2026 TU earnings summary

Executive summary

• Transitioned from exploration to production with the Rolling Cluster Development Strategy (RCDS), starting with Phase 1 Brakfontein CNG development.

• Approved Field Development Plan (FDP) for Brakfontein, enabling access to strategic partner funding and project debt.

• No health, safety, or environmental incidents reported; over 2,107 person-hours worked safely.

Financial highlights

• Cash and equivalents at 30 June 2026 totaled $479k, including $167k in cash and $312k from joint venture balances and advances.

• Cash outflows for exploration and evaluation in Q4 FY26 were approximately ZAR 4.9m (A$439k).

• Payments to directors and associates during the quarter totaled approximately $161k.

Outlook and guidance

• Placement of A$5.4 million post-quarter end to fund Phase 1 development, further exploration drilling, and working capital.

• Major shareholder committed $3 million to the placement, subject to shareholder approval.

• Targeting first commercial gas production in late 2027.