Quarterly Activity Report

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Stock Alkane Resources Ltd (ALK.ASX)
Release Time 27 Jan 2026, 8:29 a.m.
Price Sensitive Yes
 Record quarterly production & operational cash build
Key Points
  • Site operating cash flow of $133 million for the quarter
  • Q2 FY26 record gold production of 43,663 AuEq oz @ AISC of $2,739/AuEq oz
  • Full Year Group Guidance on track for 160-175kozs AuEq at AISC $2,600-2,900/AuEq oz
Full Summary

Alkane Resources Limited reported an excellent quarter, with record gold and antimony production of 43,663 gold equivalent ounces at an all-in sustaining cost (AISC) of $2,739 per ounce. The company's site operating cash flow for the quarter was $133 million, resulting in a cash, bullion and listed investment balance of $246 million at the end of the period. Alkane's gold equivalent sales for the quarter were 44,084 ounces, generating revenue of $256 million at an average gold price of $5,785 per ounce and an average antimony price of $41,510 per tonne. The company's full-year production guidance of 160-175,000 gold equivalent ounces at an AISC of $2,600-2,900 per ounce remains on track. Exploration activities during the quarter included extension drilling at the Storheden deposit, which doubled the depth and strike extent of the known system, and the discovery of a new gold-rich domain adjacent to the McLeans deposit near Tomingley's current underground infrastructure.

Guidance

Full Year Group Guidance on track for 160-175kozs AuEq at AISC $2,600-2,900/AuEq oz.