Stanmore Resources Ltd (OTCPK:STMRF)

Half Year 2026 Stanmore Resources Limited Earnings Call Transcript

Aug 23, 2026 / 12:00 AM GMT

Release Date Price: $1.73

Transcript

Key Points

Positve

Underlying EBITDA increased to $174 million from $147 million in the prior year, driven by improved market conditions and operational improvements.
Operational cost improvements of approximately $4 per ton were realized year-on-year, offsetting macroeconomic headwinds.
The successful debt refinancing lowered pricing by 100 basis points, extended maturities, and removed scheduled term loan amortization, enhancing balance sheet flexibility.
Point Rail delivered another strong half with 2.5 million tons of saleable production, tracking ahead of the annual run rate of guidance.
The company received a favorable outcome on its stamp duty objection, expecting a refund of approximately $35 million in the near term.

Negative

The first half of 2026 was challenging due to considerable wet weather early in the year, impacting operations.
Macroeconomic cost pressures, including higher fuel prices, adverse foreign exchange movements, and annual inflation, added approximately $14 per ton to FOB cash costs.
The board did not declare an interim dividend, reflecting a prudent approach amid uncertainty and a focus on preserving liquidity.
Production at South Walker Creek is planned to be second-half weighted, with lower volumes in the first half due to weather, maintenance, and stripping investment.
The Isaac Plains Complex is undergoing a deliberate shift to a value-over-volume strategy during the ramp-down of Isaac Downs, leading to planned lower volumes.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SMR.AX - Stanmore Resources Limited
Half Year 2026 Stanmore Resources Limited Earnings Call
Aug 24, 2026 / 12:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the Stanmore Resources Limited 2026 Half Year Financial Results Investor Briefing.

All participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session.

If you wish to ask a question, you will need to press the star key followed by the number one on your telephone keypad.

I would now like to hand the conference over to Marcelo Matos, Chief Executive Officer and Executive Director. Please go ahead.

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Unidentified_2 [2]
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