Alkane Resources Ltd (AU:ALK)
OTHER OTC:ALK
Earnings Data
Report Date
Aug 31, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.03Last Year’s EPS
0.03Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: record quarter production, record revenue and EBITDA, robust operating cash flow and a very strong liquidity position. Management reiterated full-year guidance and highlighted meaningful exploration success and targeted growth investments (Tomingley infrastructure, near-mine drilling and Boda-Kaiser work). Lowlights were largely execution- and timing-related (short-term operational issues at Tomingley, Bjorkdal throughput constraints, a delayed shipment that impacted quarter cash timing), plus significant near-term capital and exploration commitments and some elevated corporate/outlay items. On balance, the positives (record results, cash generation, high realized prices, exploration upside and conservative balance sheet) materially outweigh the controllable short-term issues and planned capital intensity.Company Guidance
Record Production and On-Track Guidance
Q2 FY2026 produced ~43,600 gold equivalent ounces (nearly 44,000 GEO); first half produced just over 74,000 GEO. Management reiterated full-year group guidance of 160,000–175,000 GEO (100% basis) and remains on track to meet it.
Strong Financial Performance and Liquidity
Consolidated revenue for Q2 was AUD 256.7 million (record); Q2 EBITDA was a record AUD 147.2 million. Operating cash flow from operations in Q2 was AUD 133 million (≈+82% vs Q1). End-of-period liquidity comprised AUD 246 million in cash, bullion and liquid investments, with AUD 218 million in cash reported after expenditures; debt limited to equipment financing.
Robust Realized Prices
Average realized gold price in Q2 was AUD 5,785/oz (~USD 3,857/oz), up ~18% vs Q1. Average antimony price was AUD 42,500/tonne (~USD 28,327/t), up ~19% vs Q1 — both materially boosting revenue and cash flow.
Improved Cost Metrics
Consolidated site operating costs were AUD 2,031 per gold equivalent ounce (≈8% lower than the September quarter). All-in sustaining costs (AISC) were AUD 2,739/GEO (≈8% lower QoQ) and management guidance for FY2026 AISC remains AUD 2,600–2,900/GEO.
Tomingley: Strong Operational Upside
Tomingley processed ~319,000 tonnes at 2.5 g/t with 89.8% recovery, producing just over 22,000 oz gold in Q2 (≈+20% vs Q1). AISC at Tomingley was AUD 2,216/oz (≈16% lower QoQ). Improvements included mobile pre-crushing, increasing milling to ~1.3 Mtpa; Tomingley cash flow was AUD 67 million (≈>70% higher vs Q1).
Costerfield: High-Grade Performance
Costerfield processed ~35,000 tonnes with an average gold grade ~10.4 g/t and antimony ~0.91%, producing 10,790 oz gold and 267 t antimony (11,686 GEO). Gold recovery was 93.9%. AISC was AUD 2,149/GEO (≈12% lower than Q1). Q2 operating cash flow from Costerfield was AUD 30 million.
Exploration Momentum and High-Value Intercepts
Q2 exploration spend was AUD 11 million (company-wide). Notable drill results included Tomingley: 26 m @ 4.36 g/t and 8.2 m @ 3.74 g/t; Bjorkdal: very high-grade narrow-vein hits (34 g/t over 1.6 m; 142 g/t over 0.6 m; 111 g/t over 0.5 m). Costerfield had AUD 6 million of near-mine drilling programs; Northern Molong/Boda programs progressed (AUD 3 million) with MT surveys and reconnaissance drilling. Management targets AUD 78–88 million for growth capital and exploration in FY2026 to extend resources and mine life.
AU:ALK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:ALK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | AU$1.58 | AU$1.58 | 0.00% |
Nov 13, 2025 | AU$1.10 | AU$1.09 | -0.45% |
Aug 22, 2025 | AU$0.93 | AU$0.92 | -1.08% |
Feb 19, 2025 | AU$0.63 | AU$0.62 | -0.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Alkane Resources Ltd (AU:ALK) report earnings?
Alkane Resources Ltd (AU:ALK) is schdueled to report earning on Aug 31, 2026, TBA (Confirmed).
What is Alkane Resources Ltd (AU:ALK) earnings time?
Alkane Resources Ltd (AU:ALK) earnings time is at Aug 31, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is the P/E ratio of Alkane Resources Ltd stock?
The P/E ratio of Alkane Resources Ltd is N/A.
What is AU:ALK EPS forecast?
AU:ALK EPS forecast for the fiscal quarter 2026 (Q4) is 0.03.