Yari Minerals (YAR) Q4 2025 TU earnings summary

Executive summary

• Inaugural drilling campaign launched at Rolleston South Coal Project, advancing resource confidence and development potential.

• Four drillholes completed for 1,287.9 metres, confirming thick, laterally continuous coal seams and reducing geological risk.

• Early coal quality testwork indicates clean, high-yield coal with potential semi-soft metallurgical characteristics.

• Project benefits from proximity to established infrastructure and operating mines in Queensland's Bowen Basin.

Financial highlights

• Exploration expenditure for the quarter totaled $0.772 million.

• Cash position at 31 December 2025 was $1.275 million.

• Payments to directors for the quarter amounted to $0.145 million.

Outlook and guidance

• Ongoing coal quality testing and geological interpretation to continue, with results and updates expected throughout Q1 2026.

• Completion of remaining drillholes is planned, subject to site accessibility.

• Data from drilling and testwork expected to support potential upgrade of part of the 190.1 Mt JORC Inferred Resource to Indicated status.