Latest Cost Guidance News

Capricorn Metals produced 31,218 ounces of gold in the September quarter, while its Karlawinda expansion was completed on schedule and within budget. The enlarged operation is now running at 6.5 million tonnes a year, although the next test is converting that capacity into consistent production and costs.

Liontown has approved a $389 million expansion of Kathleen Valley, targeting average spodumene concentrate production of about 780,000 dry metric tonnes a year from FY30. The project is expected to lower unit costs, but its economics rely on lithium price assumptions, execution and a production inventory containing 21.5% inferred resources.

Develop Global has issued its first full-year production, operating cost and capital guidance, pairing steady Woodlawn output with the planned start of Pioneer Dome lithium sales. The growth comes with a substantial A$411 million to A$458 million investment program, while Yitirrti remains a construction story until FY28.

Karoon Energy has confirmed an electrical fault in the newly installed power cable serving Baúna’s SPS-92 well, deferring about 3,500 barrels of oil a day. The repair requires a rig-based intervention, prompting cuts to production guidance and higher unit cost forecasts for 2026.

Pantoro Gold says Norseman has produced 19,130 ounces quarter-to-date, keeping FY2027 output within reach of its 90,000 to 105,000-ounce target. A second open pit is now delivering ore while Racetrack drilling continues to build a potential future mine source.

Pan African Resources delivered record FY26 production, earnings and cash generation, moving from net debt to a US$185.7 million net cash position. The gold producer is proposing a record dividend and launching a ZAR500 million buy-back, while warning that FY27 costs will rise as it funds further growth.

Pan African Resources expects FY26 EPS to rise as much as 151% and headline EPS to more than triple, driven by higher realised gold prices and sales. The company also projects further production growth in FY27, with formal results due next week.

Kantra Copper (ASX:KAN) showcased a robust growth strategy at the Copper to the World Conference, spotlighting its Kanmantoo mine extension, Emily Star development, and advancing exploration projects. The company maintains strong production guidance and financial health amid a tightening copper market.

Westgold Resources delivered a landmark FY26 with record gold output, soaring profits, and a strong balance sheet underpinning a 10 cents per share fully franked dividend.

Ramelius Resources has posted a striking 79% jump in Ore Reserves to 4.3Moz and a 17% increase in Mineral Resources to 14Moz as at 30 June 2026, driven by strong drilling results and strategic acquisitions.

BHP Group Limited’s 2026 US Annual Report (Form 20-F) filed with the SEC details robust production across key assets, disciplined capital allocation, and advances in sustainability and leadership transition.

Barramundi Limited’s portfolio delivered a 2.2% gross return in July, outpacing the S&P/ASX200 hedged benchmark, driven by strong performances in healthcare and financials alongside strategic portfolio adjustments.