View ValuationStanmore Resources 将来の成長Future 基準チェック /36Stanmore Resourcesの収益は年間0.2%で減少すると予測されていますが、年間利益は年間61.7%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に5.4% 55.4%なると予測されています。主要情報61.7%収益成長率55.44%EPS成長率Metals and Mining 収益成長13.8%収益成長率-0.2%将来の株主資本利益率5.40%アナリストカバレッジLow最終更新日24 May 2026今後の成長に関する最新情報お知らせ • Feb 25+ 1 more updateStanmore Coal Limited Provides Production Guidance for the Year 2026Stanmore Coal Limited provided production guidance for the year 2026. Saleable Production guidance for the year in the the range of 12.8 Mt - 13.4 Mt .お知らせ • Aug 25Stanmore Coal Limited Reaffirms Production Guidance for the Year 2025Stanmore Coal Limited reaffirmed production guidance for the year 2025. Saleable Production guidance for the year in the the range of 13.8 Mt - 14.4 Mt.お知らせ • Nov 30+ 1 more updateStanmore Resources Limited Provides Consolidated Production Guidance for the 2023 YTD October, year 2023 and year 2024Stanmore Resources Limited provided consolidated production guidance for the 2023 YTD October, year 2023 and year 2024. For the 2023 YTD October, the company expects Saleable Production of 11.00 Mt.For the year 2023, the company expects Saleable Production of 12.3 Mt to 13.0 Mt.The Company is forecasting 2024 saleable production to be consistent with 2023 on a consolidated basis, with higher production at Poitrel offsetting changes at Isaac Plains and South Walker Creek. For the year 2024, the company expects Saleable Production of 12.3 Mt to 13.0 Mt.すべての更新を表示Recent updatesお知らせ • Mar 18Stanmore Resources Limited, Annual General Meeting, May 20, 2026Stanmore Resources Limited, Annual General Meeting, May 20, 2026.お知らせ • Feb 25+ 1 more updateStanmore Coal Limited Provides Production Guidance for the Year 2026Stanmore Coal Limited provided production guidance for the year 2026. Saleable Production guidance for the year in the the range of 12.8 Mt - 13.4 Mt .お知らせ • Aug 25Stanmore Coal Limited Reaffirms Production Guidance for the Year 2025Stanmore Coal Limited reaffirmed production guidance for the year 2025. Saleable Production guidance for the year in the the range of 13.8 Mt - 14.4 Mt.お知らせ • Mar 17Stanmore Resources Limited, Annual General Meeting, May 21, 2025Stanmore Resources Limited, Annual General Meeting, May 21, 2025.お知らせ • Feb 24Stanmore Resources Limited Announces Dividend for the Year Ended December 31, 2024, Payable on March 13, 2025Stanmore Resources Limited announced dividend of USD 0.06700000 for the year ended December 31, 2024, payable on March 13, 2025. Record date is February 28, 2025. Ex Date is February 27, 2025.お知らせ • Nov 01Yancoal Reportedly Primed to Snap Up Anglo Coal PortfolioSpeculation is mounting that Glencore plc (LSE:GLEN) is betting on a break-up play for the Anglo American plc (LSE:AAL) coal portfolio, and that it may only be bidding for some of the assets within the USD 3 billion offering. Should that be the case, it further cements Yancoal Australia Ltd. (ASX:YAL)'s position as the leader in the race. DataRoom understands that the China-controlled but Australian-listed Yancoal has already gained approval from the Chinese government to buy the assets and has 15 banks lined up and approved to provide funding. Other suitors are a Stanmore Resources Limited (ASX:SMR) Coal-led consortium, which could face challenges in getting all its bidding partners to agree on price, and Peabody Energy Corporation (NYSE:BTU), seen as an outside chance. Goldman Sachs and Morgan Stanley are working on the sale. One of the assets Glencore is probably keen to side step is the Grosvenor Mine 1,000km northwest of Brisbane that has been hit by closures due to a fire. Bids are due next week. Should the portfolio be split up, the major players could pick up Moranbah North and Grosvenor, Jellinbah could go to co-owners, while others take Capcoal and Dawson. It is understood existing shareholders and lenders have tipped in funds for the deal, to be announced on 01 November 2024.お知らせ • Aug 14Stanmore Resources Limited (ASX:SMR) completed the acquisition of 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited for $35 million.Stanmore Resources Limited (ASX:SMR) agreed to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited for $35 million on April 5, 2024. The transaction is subject to Foreign Investment Review Board approval, Chinese regulatory approval and certain third-party consents and is expected to close 2H 2024. Mccullough Robertson Lawyers acted as legal advisor, Grant Samuel Group Limited acted as financial advisor to Stanmore Resources Limited. Stanmore Resources Limited (ASX:SMR) completed the acquisition of 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited on August 13, 2024. All conditions have been fulfilled.お知らせ • Aug 13Stanmore Resources Limited (ASX:SMR) acquired 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32).Stanmore Resources Limited (ASX:SMR) entered into definitive agreement to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32) on February 12, 2024. As part of another agreement, Stanmore also entered into definitive agreement to acquire 100% of the shares in Eagle Downs Coal Management Pty Ltd. The total consideration payable to South32 in connection with the transaction comprises of $15 million payable in cash, $20 million payable upon first 100Kt of coal being mined and capped royalty of up to approximately $100 million payable in the future. Stanmore will fund the upfront consideration with existing liquidity. The transaction is subject to satisfaction of certain limited conditions precedent, including but not limited to Foreign Investment Review Board approval, certain third-party consents and Stanmore acquiring the shares in Eagle Downs Coal Management Pty Ltd. and is expected to complete by the end of 2Q 2024. Mccullough Robertson Lawyers acted as the legal advisor and Grant Samuel Group Limited acted as the financial advisor to Stanmore Resources Limited (ASX:SMR). Stanmore is also being advised by Palaris Australia. Stanmore Resources Limited (ASX:SMR) completed the acquisition of 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32) on August 13, 2024. All conditions have been fulfilled.お知らせ • Jun 24Anglo American Reportedly Sets Up for AUD 7.5 Billion Coal ExitAnglo American plc (LSE:AAL) is expected to appoint an investment bank any day for a sale of its $5 billion (AUD 7.5 billion) portfolio of Australian coalmining assets, according to sources in the market. The sale, which comes after an announced company break-up while it has been fending off advances from BHP, will involve big dollars for what are some of the best metallurgical coal mines in the world. That may limit the field somewhat. One of the parties most strongly positioned for the portfolio is BHP itself, but perhaps it does not want to be seen to be reinforcing Anglo American's break-up strategy that enhances Anglo's value. But sources say BHP will not be in contention for the mines. If the break-up of Anglo American does not go well, it's always been considered a possibility that BHP comes back a second time with an "all of company" bid for Anglo American after several months. The bet by some is that the coal auction attracts non-conforming offers. China-backed Yancoal Australia Ltd. (ASX:YAL) will probably bid for Anglo American's Capcoal and Dawson assets, while Whitehaven Coal Limited (ASX:WHC), Coronado Global Resources Inc. (ASX:CRN) and Stanmore Resources Limited could bid for the other more attractive mines, Moranbah North and Grosvenor. Other assets that form part of the Queensland portfolio are the Aquila project, an interest in Jellinbah and the potential Moranbah South project, producing about 16 million tonnes a year. Glencore would also be large enough to buy the mines, but the Swiss trader is yet to complete its acquisition of Teck Resources, so could be distracted with that. Other than that, it's hard to see what other groups would be well placed to buy the entire portfolio, with Whitehaven Coal busy digesting the coal mines it has only just bought from BHP. There's been a view that perhaps the reason why BHP sold its Daunia and Blackwater coal mines in the first place was to make way for the Anglo American assets it would inherit as part of its planned buyout, clearing any challenges it may face owning both from the Australian Competition & Consumer Commission. In terms of selecting an investment bank, Anglo American has used Goldman Sachs and Morgan Stanley as its defence advisers so both could be well-placed.お知らせ • May 09Pembroke Resources' Olive Downs Reportedly Stake Eyeing $1 Billion ValuationPembroke Resources Pty Ltd' Olive Downs sell down looks likely to net more than $1 billion for the private equity firm-backed mining business, according to sources, with two Indonesian-backed bidders battling it out for the asset. Olive Downs is up for sale through investment bank Jefferies Australia, with Pembroke, a business backed by private equity firm Denham Capital Management LP, offloading a 70% stake. DataRoom understands that the sale process is now in the second round, and MACH Energy Australia Pty Ltd., owned by Indonesian conglomerate The Salim Group, and Stanmore Resources Limited, 59% owned by Golden Energy and Resources, which in turn is owned by Indonesian conglomerate Sinar Mas, are the final two contenders. Stanmore also counts Matt Lattimore's M Resources as a 4.8% holder. The asking price is believed to be more than $1 billion for the stake in Olive Downs, a mine operated by CIMIC-controlled contractor Thiess. Both have a close relationship with Whitehaven Coal, the group that last year bought the Blackwater and Daunia metallurgical coal mines from BHP in a deal worth as much as $6.4 billion. Some believe Whitehaven would have also been an eager buyer of Olive Downs, but is bedding down its latest deal. Whitehaven also has a sale process running for 20% of Blackwater, with steel producers from Japan and India closing in, including JSW or possibly Mitsui. There's speculation that Mach is shaping as the front runner for Olive Downs, with former hedge fund manager and Whitehaven Coal director Raymond Zage offering financial fire power to its bid.お知らせ • Apr 17Peabody Energy Corporation (NYSE:BTU) acquired Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR)Peabody Energy Corporation (NYSE:BTU) entered into definitive sale and purchase agreement to acquire Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR) for $140 million on October 25, 2023. The transaction is conditional on the satisfaction of certain limited conditions precedent, including but not limited to - FIRB approval, execution of a royalty deed and associated royalty security, ministerial approval from QLD Department of Natural Resources and Mines for the sale and boundary realignment and certain other regulatory approvals and agreement in relation to infrastructure sharing arrangements between Peabody and Stanmore. The transaction is expected to close in 1H 2024.Peabody Energy Corporation (NYSE:BTU) completed the acquisition of Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR) on April 16, 2024.お知らせ • Apr 05Stanmore Resources Limited (ASX:SMR) agreed to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited for $35 million.Stanmore Resources Limited (ASX:SMR) agreed to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited for $35 million on April 5, 2024. The transaction is subject to Foreign Investment Review Board approval, Chinese regulatory approval and certain third-party consents and is expected to close 2H 2024. Mccullough Robertson Lawyers acted as legal advisor, Grant Samuel Group Limited acted as financial advisor to Stanmore Resources Limited.お知らせ • Mar 13Stanmore Resources Limited, Annual General Meeting, May 23, 2024Stanmore Resources Limited, Annual General Meeting, May 23, 2024, at 13:00 E. Australia Standard Time. Agenda: To consider for election as a director.お知らせ • Feb 13Stanmore Resources Limited (ASX:SMR) entered into definitive agreement to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32).Stanmore Resources Limited (ASX:SMR) entered into definitive agreement to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32) on February 12, 2024. As part of another agreement, Stanmore also entered into definitive agreement to acquire 100% of the shares in Eagle Downs Coal Management Pty Ltd. The total consideration payable to South32 in connection with the transaction comprises of $15 million payable in cash, $20 million payable upon first 100Kt of coal being mined and capped royalty of up to approximately $100 million payable in the future. Stanmore will fund the upfront consideration with existing liquidity. The transaction is subject to satisfaction of certain limited conditions precedent, including but not limited to Foreign Investment Review Board approval, certain third-party consents and Stanmore acquiring the shares in Eagle Downs Coal Management Pty Ltd. and is expected to complete by the end of 2Q 2024. Mccullough Robertson Lawyers acted as the legal advisor and Grant Samuel Group Limited acted as the financial advisor to Stanmore Resources Limited (ASX:SMR). Stanmore is also being advised by Palaris Australia.お知らせ • Nov 30+ 1 more updateStanmore Resources Limited Provides Consolidated Production Guidance for the 2023 YTD October, year 2023 and year 2024Stanmore Resources Limited provided consolidated production guidance for the 2023 YTD October, year 2023 and year 2024. For the 2023 YTD October, the company expects Saleable Production of 11.00 Mt.For the year 2023, the company expects Saleable Production of 12.3 Mt to 13.0 Mt.The Company is forecasting 2024 saleable production to be consistent with 2023 on a consolidated basis, with higher production at Poitrel offsetting changes at Isaac Plains and South Walker Creek. For the year 2024, the company expects Saleable Production of 12.3 Mt to 13.0 Mt.お知らせ • Oct 28Peabody Energy Corporation (NYSE:BTU) entered into definitive sale and purchase agreement to acquire Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR) for $140 million.Peabody Energy Corporation (NYSE:BTU) entered into definitive sale and purchase agreement to acquire Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR) for $140 million on October 26, 2023. The transaction is conditional on the satisfaction of certain limited conditions precedent, including but not limited to - FIRB approval, execution of a royalty deed and associated royalty security, ministerial approval from QLD Department of Natural Resources and Mines for the sale and boundary realignment and certain other regulatory approvals and agreement in relation to infrastructure sharing arrangements between Peabody and Stanmore. The transaction is expected to close in 1H 2024.お知らせ • Sep 21Whitehaven Reportedly Leads the Way in Auction for BHP Coal MinesBHP Group Limited (ASX:BHP) is asking the short-listed bidders for its two Queensland coal mines on offer to resubmit offers on September 25 after final bids landed last month. DataRoom revealed earlier that suitors had until the end of the month to lock in funding for a transaction and that Whitehaven was firming as the favourite to win the contest. Left in the contest are Whitehaven Coal Limited (ASX:WHC), bidding for both assets, Peabody Energy Corporation (NYSE:BTU) bidding for the Daunia mine, BUMA bidding for the Blackwater mine and Stanmore Resources Limited (ASX:SMR) bidding for Daunia. Sources say Stanmore Coal, which is sourcing debt to fund its bid with help from Grant Samuel, is believed to be the most conservative of the bidders when it comes to price. UBS has put a USD 2.5 billion value on Blackwater, which analysts say has a 50-year mine life, and a USD 800 million value on Daunia, which they believe has a 17-year mine life, with USD 1 billion of rehab liabilities on the former and USD 250 million on the latter. Some Whitehaven shareholders are warming to the prospect of the coal miner buying both Daunia and Blackwater in a deal that may top USD 3 billion. DataRoom first revealed Whitehaven was bidding for both mines on August 24, and the company confirmed this on Monday. It also reiterated comments made while reporting its results last month that it had suspended its share buyback as it considered growth opportunities.お知らせ • Jul 01Stanmore Resources Limited Announces Resignation of Mark Trevan as Non-Executive DirectorStanmore Resources Limited announced that Mr. Mark Trevan has resigned as non-executive director of the Company for personal reasons, effective 30 June 2023.お知らせ • Jun 01Stanmore Resources Limited Appoints Murray Smith as Alternate DirectorStanmore Resources Limited announced the appointment of Mr. Murray Smith as alternate director of the Company. Mr. Smith was nominated by Non-Executive director Matt Latimore as his alternate director. Mr. Smith is a highly experienced business executive with over 30 years of experience in senior executive and board roles across the resources, financial services, government administration and childcare services industries. Mr. Smith is currently Chief Operating Officer of the M Resources Group with responsibility for co-ordinating and leading the Group's corporate functions including strategy and finance.業績と収益の成長予測OTCPK:STMR.F - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,91495259424312/31/20272,01983294425312/31/20262,04819245388312/31/20251,883-47267381N/A9/30/20251,960-21162365N/A6/30/20252,038558349N/A3/31/20252,2179863378N/A12/31/20242,39719269408N/A9/30/20242,468230182479N/A6/30/20242,539268294551N/A3/31/20242,672370418644N/A12/31/20232,805472541737N/A9/30/20232,948631713876N/A6/30/20233,0927898861,014N/A3/31/20232,8957289731,098N/A12/31/20222,6986671,0611,182N/A9/30/20222,004452821915N/A6/30/20221,310237580649N/A3/31/2022797122313372N/A12/31/202128474696N/A6/30/2021174-24-34-2N/A3/31/2021202-15-39-12N/A12/31/2020231-6-44-22N/A6/30/202025224-274N/A3/31/2020252411142N/A12/31/2019320685292N/A9/30/201929064N/A92N/A6/30/201928364N/A98N/A3/31/201924039N/A64N/A12/31/201819314N/A29N/A9/30/20181749N/A23N/A6/30/20181544N/A16N/A3/31/201814210N/A14N/A12/31/201712616N/A11N/A9/30/201711713N/A-1N/A6/30/20171069N/A-14N/A3/31/201780-1N/A-27N/A12/31/201652-10N/A-38N/A9/30/201632-13N/A-33N/A6/30/20169-15N/A-25N/A3/31/20165-14N/A-16N/A12/31/20150-13N/A-6N/A9/30/20150-10N/A-4N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: STMR.Fは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: STMR.F今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: STMR.F今後 3 年以内に収益を上げることが予想されます。収益対市場: STMR.Fの収益は今後 3 年間で減少すると予想されています (年間-0.2% )。高い収益成長: STMR.Fの収益は今後 3 年間で減少すると予測されています (年間-0.2% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: STMR.Fの 自己資本利益率 は、3年後には低くなると予測されています ( 5.4 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 23:47終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Stanmore Resources Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Jim XuBarrenjoey Markets Pty LimitedMatthew RyanBarrenjoey Markets Pty LimitedDale KoendersBarrenjoey Markets Pty Limited7 その他のアナリストを表示
お知らせ • Feb 25+ 1 more updateStanmore Coal Limited Provides Production Guidance for the Year 2026Stanmore Coal Limited provided production guidance for the year 2026. Saleable Production guidance for the year in the the range of 12.8 Mt - 13.4 Mt .
お知らせ • Aug 25Stanmore Coal Limited Reaffirms Production Guidance for the Year 2025Stanmore Coal Limited reaffirmed production guidance for the year 2025. Saleable Production guidance for the year in the the range of 13.8 Mt - 14.4 Mt.
お知らせ • Nov 30+ 1 more updateStanmore Resources Limited Provides Consolidated Production Guidance for the 2023 YTD October, year 2023 and year 2024Stanmore Resources Limited provided consolidated production guidance for the 2023 YTD October, year 2023 and year 2024. For the 2023 YTD October, the company expects Saleable Production of 11.00 Mt.For the year 2023, the company expects Saleable Production of 12.3 Mt to 13.0 Mt.The Company is forecasting 2024 saleable production to be consistent with 2023 on a consolidated basis, with higher production at Poitrel offsetting changes at Isaac Plains and South Walker Creek. For the year 2024, the company expects Saleable Production of 12.3 Mt to 13.0 Mt.
お知らせ • Mar 18Stanmore Resources Limited, Annual General Meeting, May 20, 2026Stanmore Resources Limited, Annual General Meeting, May 20, 2026.
お知らせ • Feb 25+ 1 more updateStanmore Coal Limited Provides Production Guidance for the Year 2026Stanmore Coal Limited provided production guidance for the year 2026. Saleable Production guidance for the year in the the range of 12.8 Mt - 13.4 Mt .
お知らせ • Aug 25Stanmore Coal Limited Reaffirms Production Guidance for the Year 2025Stanmore Coal Limited reaffirmed production guidance for the year 2025. Saleable Production guidance for the year in the the range of 13.8 Mt - 14.4 Mt.
お知らせ • Mar 17Stanmore Resources Limited, Annual General Meeting, May 21, 2025Stanmore Resources Limited, Annual General Meeting, May 21, 2025.
お知らせ • Feb 24Stanmore Resources Limited Announces Dividend for the Year Ended December 31, 2024, Payable on March 13, 2025Stanmore Resources Limited announced dividend of USD 0.06700000 for the year ended December 31, 2024, payable on March 13, 2025. Record date is February 28, 2025. Ex Date is February 27, 2025.
お知らせ • Nov 01Yancoal Reportedly Primed to Snap Up Anglo Coal PortfolioSpeculation is mounting that Glencore plc (LSE:GLEN) is betting on a break-up play for the Anglo American plc (LSE:AAL) coal portfolio, and that it may only be bidding for some of the assets within the USD 3 billion offering. Should that be the case, it further cements Yancoal Australia Ltd. (ASX:YAL)'s position as the leader in the race. DataRoom understands that the China-controlled but Australian-listed Yancoal has already gained approval from the Chinese government to buy the assets and has 15 banks lined up and approved to provide funding. Other suitors are a Stanmore Resources Limited (ASX:SMR) Coal-led consortium, which could face challenges in getting all its bidding partners to agree on price, and Peabody Energy Corporation (NYSE:BTU), seen as an outside chance. Goldman Sachs and Morgan Stanley are working on the sale. One of the assets Glencore is probably keen to side step is the Grosvenor Mine 1,000km northwest of Brisbane that has been hit by closures due to a fire. Bids are due next week. Should the portfolio be split up, the major players could pick up Moranbah North and Grosvenor, Jellinbah could go to co-owners, while others take Capcoal and Dawson. It is understood existing shareholders and lenders have tipped in funds for the deal, to be announced on 01 November 2024.
お知らせ • Aug 14Stanmore Resources Limited (ASX:SMR) completed the acquisition of 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited for $35 million.Stanmore Resources Limited (ASX:SMR) agreed to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited for $35 million on April 5, 2024. The transaction is subject to Foreign Investment Review Board approval, Chinese regulatory approval and certain third-party consents and is expected to close 2H 2024. Mccullough Robertson Lawyers acted as legal advisor, Grant Samuel Group Limited acted as financial advisor to Stanmore Resources Limited. Stanmore Resources Limited (ASX:SMR) completed the acquisition of 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited on August 13, 2024. All conditions have been fulfilled.
お知らせ • Aug 13Stanmore Resources Limited (ASX:SMR) acquired 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32).Stanmore Resources Limited (ASX:SMR) entered into definitive agreement to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32) on February 12, 2024. As part of another agreement, Stanmore also entered into definitive agreement to acquire 100% of the shares in Eagle Downs Coal Management Pty Ltd. The total consideration payable to South32 in connection with the transaction comprises of $15 million payable in cash, $20 million payable upon first 100Kt of coal being mined and capped royalty of up to approximately $100 million payable in the future. Stanmore will fund the upfront consideration with existing liquidity. The transaction is subject to satisfaction of certain limited conditions precedent, including but not limited to Foreign Investment Review Board approval, certain third-party consents and Stanmore acquiring the shares in Eagle Downs Coal Management Pty Ltd. and is expected to complete by the end of 2Q 2024. Mccullough Robertson Lawyers acted as the legal advisor and Grant Samuel Group Limited acted as the financial advisor to Stanmore Resources Limited (ASX:SMR). Stanmore is also being advised by Palaris Australia. Stanmore Resources Limited (ASX:SMR) completed the acquisition of 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32) on August 13, 2024. All conditions have been fulfilled.
お知らせ • Jun 24Anglo American Reportedly Sets Up for AUD 7.5 Billion Coal ExitAnglo American plc (LSE:AAL) is expected to appoint an investment bank any day for a sale of its $5 billion (AUD 7.5 billion) portfolio of Australian coalmining assets, according to sources in the market. The sale, which comes after an announced company break-up while it has been fending off advances from BHP, will involve big dollars for what are some of the best metallurgical coal mines in the world. That may limit the field somewhat. One of the parties most strongly positioned for the portfolio is BHP itself, but perhaps it does not want to be seen to be reinforcing Anglo American's break-up strategy that enhances Anglo's value. But sources say BHP will not be in contention for the mines. If the break-up of Anglo American does not go well, it's always been considered a possibility that BHP comes back a second time with an "all of company" bid for Anglo American after several months. The bet by some is that the coal auction attracts non-conforming offers. China-backed Yancoal Australia Ltd. (ASX:YAL) will probably bid for Anglo American's Capcoal and Dawson assets, while Whitehaven Coal Limited (ASX:WHC), Coronado Global Resources Inc. (ASX:CRN) and Stanmore Resources Limited could bid for the other more attractive mines, Moranbah North and Grosvenor. Other assets that form part of the Queensland portfolio are the Aquila project, an interest in Jellinbah and the potential Moranbah South project, producing about 16 million tonnes a year. Glencore would also be large enough to buy the mines, but the Swiss trader is yet to complete its acquisition of Teck Resources, so could be distracted with that. Other than that, it's hard to see what other groups would be well placed to buy the entire portfolio, with Whitehaven Coal busy digesting the coal mines it has only just bought from BHP. There's been a view that perhaps the reason why BHP sold its Daunia and Blackwater coal mines in the first place was to make way for the Anglo American assets it would inherit as part of its planned buyout, clearing any challenges it may face owning both from the Australian Competition & Consumer Commission. In terms of selecting an investment bank, Anglo American has used Goldman Sachs and Morgan Stanley as its defence advisers so both could be well-placed.
お知らせ • May 09Pembroke Resources' Olive Downs Reportedly Stake Eyeing $1 Billion ValuationPembroke Resources Pty Ltd' Olive Downs sell down looks likely to net more than $1 billion for the private equity firm-backed mining business, according to sources, with two Indonesian-backed bidders battling it out for the asset. Olive Downs is up for sale through investment bank Jefferies Australia, with Pembroke, a business backed by private equity firm Denham Capital Management LP, offloading a 70% stake. DataRoom understands that the sale process is now in the second round, and MACH Energy Australia Pty Ltd., owned by Indonesian conglomerate The Salim Group, and Stanmore Resources Limited, 59% owned by Golden Energy and Resources, which in turn is owned by Indonesian conglomerate Sinar Mas, are the final two contenders. Stanmore also counts Matt Lattimore's M Resources as a 4.8% holder. The asking price is believed to be more than $1 billion for the stake in Olive Downs, a mine operated by CIMIC-controlled contractor Thiess. Both have a close relationship with Whitehaven Coal, the group that last year bought the Blackwater and Daunia metallurgical coal mines from BHP in a deal worth as much as $6.4 billion. Some believe Whitehaven would have also been an eager buyer of Olive Downs, but is bedding down its latest deal. Whitehaven also has a sale process running for 20% of Blackwater, with steel producers from Japan and India closing in, including JSW or possibly Mitsui. There's speculation that Mach is shaping as the front runner for Olive Downs, with former hedge fund manager and Whitehaven Coal director Raymond Zage offering financial fire power to its bid.
お知らせ • Apr 17Peabody Energy Corporation (NYSE:BTU) acquired Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR)Peabody Energy Corporation (NYSE:BTU) entered into definitive sale and purchase agreement to acquire Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR) for $140 million on October 25, 2023. The transaction is conditional on the satisfaction of certain limited conditions precedent, including but not limited to - FIRB approval, execution of a royalty deed and associated royalty security, ministerial approval from QLD Department of Natural Resources and Mines for the sale and boundary realignment and certain other regulatory approvals and agreement in relation to infrastructure sharing arrangements between Peabody and Stanmore. The transaction is expected to close in 1H 2024.Peabody Energy Corporation (NYSE:BTU) completed the acquisition of Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR) on April 16, 2024.
お知らせ • Apr 05Stanmore Resources Limited (ASX:SMR) agreed to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited for $35 million.Stanmore Resources Limited (ASX:SMR) agreed to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from Aquila Coal Proprietary Limited for $35 million on April 5, 2024. The transaction is subject to Foreign Investment Review Board approval, Chinese regulatory approval and certain third-party consents and is expected to close 2H 2024. Mccullough Robertson Lawyers acted as legal advisor, Grant Samuel Group Limited acted as financial advisor to Stanmore Resources Limited.
お知らせ • Mar 13Stanmore Resources Limited, Annual General Meeting, May 23, 2024Stanmore Resources Limited, Annual General Meeting, May 23, 2024, at 13:00 E. Australia Standard Time. Agenda: To consider for election as a director.
お知らせ • Feb 13Stanmore Resources Limited (ASX:SMR) entered into definitive agreement to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32).Stanmore Resources Limited (ASX:SMR) entered into definitive agreement to acquire 50% stake in Eagle Downs Metallurgical Coal Joint Venture Project from South32 Limited (ASX:S32) on February 12, 2024. As part of another agreement, Stanmore also entered into definitive agreement to acquire 100% of the shares in Eagle Downs Coal Management Pty Ltd. The total consideration payable to South32 in connection with the transaction comprises of $15 million payable in cash, $20 million payable upon first 100Kt of coal being mined and capped royalty of up to approximately $100 million payable in the future. Stanmore will fund the upfront consideration with existing liquidity. The transaction is subject to satisfaction of certain limited conditions precedent, including but not limited to Foreign Investment Review Board approval, certain third-party consents and Stanmore acquiring the shares in Eagle Downs Coal Management Pty Ltd. and is expected to complete by the end of 2Q 2024. Mccullough Robertson Lawyers acted as the legal advisor and Grant Samuel Group Limited acted as the financial advisor to Stanmore Resources Limited (ASX:SMR). Stanmore is also being advised by Palaris Australia.
お知らせ • Nov 30+ 1 more updateStanmore Resources Limited Provides Consolidated Production Guidance for the 2023 YTD October, year 2023 and year 2024Stanmore Resources Limited provided consolidated production guidance for the 2023 YTD October, year 2023 and year 2024. For the 2023 YTD October, the company expects Saleable Production of 11.00 Mt.For the year 2023, the company expects Saleable Production of 12.3 Mt to 13.0 Mt.The Company is forecasting 2024 saleable production to be consistent with 2023 on a consolidated basis, with higher production at Poitrel offsetting changes at Isaac Plains and South Walker Creek. For the year 2024, the company expects Saleable Production of 12.3 Mt to 13.0 Mt.
お知らせ • Oct 28Peabody Energy Corporation (NYSE:BTU) entered into definitive sale and purchase agreement to acquire Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR) for $140 million.Peabody Energy Corporation (NYSE:BTU) entered into definitive sale and purchase agreement to acquire Southern area of Wards Well tenement from Stanmore Resources Limited (ASX:SMR) for $140 million on October 26, 2023. The transaction is conditional on the satisfaction of certain limited conditions precedent, including but not limited to - FIRB approval, execution of a royalty deed and associated royalty security, ministerial approval from QLD Department of Natural Resources and Mines for the sale and boundary realignment and certain other regulatory approvals and agreement in relation to infrastructure sharing arrangements between Peabody and Stanmore. The transaction is expected to close in 1H 2024.
お知らせ • Sep 21Whitehaven Reportedly Leads the Way in Auction for BHP Coal MinesBHP Group Limited (ASX:BHP) is asking the short-listed bidders for its two Queensland coal mines on offer to resubmit offers on September 25 after final bids landed last month. DataRoom revealed earlier that suitors had until the end of the month to lock in funding for a transaction and that Whitehaven was firming as the favourite to win the contest. Left in the contest are Whitehaven Coal Limited (ASX:WHC), bidding for both assets, Peabody Energy Corporation (NYSE:BTU) bidding for the Daunia mine, BUMA bidding for the Blackwater mine and Stanmore Resources Limited (ASX:SMR) bidding for Daunia. Sources say Stanmore Coal, which is sourcing debt to fund its bid with help from Grant Samuel, is believed to be the most conservative of the bidders when it comes to price. UBS has put a USD 2.5 billion value on Blackwater, which analysts say has a 50-year mine life, and a USD 800 million value on Daunia, which they believe has a 17-year mine life, with USD 1 billion of rehab liabilities on the former and USD 250 million on the latter. Some Whitehaven shareholders are warming to the prospect of the coal miner buying both Daunia and Blackwater in a deal that may top USD 3 billion. DataRoom first revealed Whitehaven was bidding for both mines on August 24, and the company confirmed this on Monday. It also reiterated comments made while reporting its results last month that it had suspended its share buyback as it considered growth opportunities.
お知らせ • Jul 01Stanmore Resources Limited Announces Resignation of Mark Trevan as Non-Executive DirectorStanmore Resources Limited announced that Mr. Mark Trevan has resigned as non-executive director of the Company for personal reasons, effective 30 June 2023.
お知らせ • Jun 01Stanmore Resources Limited Appoints Murray Smith as Alternate DirectorStanmore Resources Limited announced the appointment of Mr. Murray Smith as alternate director of the Company. Mr. Smith was nominated by Non-Executive director Matt Latimore as his alternate director. Mr. Smith is a highly experienced business executive with over 30 years of experience in senior executive and board roles across the resources, financial services, government administration and childcare services industries. Mr. Smith is currently Chief Operating Officer of the M Resources Group with responsibility for co-ordinating and leading the Group's corporate functions including strategy and finance.