View Financial HealthStanmore Resources 배당 및 자사주 매입배당 기준 점검 3/6Stanmore Resources 은(는) 현재 수익률이 5.16% 인 배당금 지급 회사입니다.핵심 정보5.2%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률3.9%배당 성장률11.5%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향-170%최근 배당 및 자사주 매입 업데이트공시 • 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.모든 업데이트 보기Recent updates공시 • Mar 18Stanmore Resources Limited, Annual General Meeting, May 20, 2026Stanmore Resources Limited, Annual General Meeting, May 20, 2026.공시 • 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 .공시 • 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.공시 • Mar 17Stanmore Resources Limited, Annual General Meeting, May 21, 2025Stanmore Resources Limited, Annual General Meeting, May 21, 2025.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: STMR.F 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: STMR.F 의 배당금 지급이 증가했지만 회사는 8 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Stanmore Resources 배당 수익률 vs 시장STMR.F의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (STMR.F)5.2%시장 하위 25% (US)1.4%시장 상위 25% (US)4.2%업계 평균 (Metals and Mining)1.5%분석가 예측 (STMR.F) (최대 3년)3.9%주목할만한 배당금: STMR.F 의 배당금( 5.16% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )보다 높습니다.고배당: STMR.F 의 배당금( 5.16% )은 US 시장( 4.24% )주주 대상 이익 배당수익 보장: STMR.F 배당금을 지급하고 있지만 회사는 수익성이 없습니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 30% )로 STMR.F 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 20:55종가2026/05/21 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Stanmore Resources Limited는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jim XuBarrenjoey Markets Pty LimitedMatthew RyanBarrenjoey Markets Pty LimitedDale KoendersBarrenjoey Markets Pty Limited7명의 분석가 더 보기
공시 • 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.
공시 • Mar 18Stanmore Resources Limited, Annual General Meeting, May 20, 2026Stanmore Resources Limited, Annual General Meeting, May 20, 2026.
공시 • 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 .
공시 • 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.
공시 • Mar 17Stanmore Resources Limited, Annual General Meeting, May 21, 2025Stanmore Resources Limited, Annual General Meeting, May 21, 2025.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.