Yari Resources (YAR) Q4 2025 TU earnings summary
Event summary combining transcript, slides, and related documents.
Q4 2025 TU earnings summary
23 Feb, 2026Executive 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.
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.YAR
H1 2026 - New leadership and strategic focus drive progress at Rolleston South coal project in Queensland.YAR
Q2 2026 TU - District-scale coal consolidation strategy leverages Rolleston South's 222.9 Mt resource and JV focus.YAR
Investor presentation - Resource base grows 17% to ~223Mt, with strong coal quality and robust cash position.YAR
Q1 2026 TU - Net loss narrowed, cash improved, and lithium exploration advances despite market headwinds.YAR
H2 2024 - Rolleston South acquisition drives resource growth, but net loss widens and going concern risk remains.YAR
H2 2025 - Rolleston South resource upgraded 26% to 190Mt; $1.5M raised for drilling and development.YAR
Q3 2025 TU - Resource upgraded 91% to 151Mt, with strong infrastructure and growth plans in place.YAR
Status Update