Browsing Tag
Pilbara
34 posts
Fortescue (ASX: FMG) posts record FY26 shipments as higher costs weigh on dividend outlook
Fortescue shipped a record 201.3Mt in FY26, but a 23% lower final dividend and sharply higher FY27 costs put margins and cash flow in focus.
Develop Global fixes A$275m of Yitirrti build cost as GR Engineering signs full EPC contract
Develop Global locks A$275m Yitirrti EPC with GR Engineering, fixing the biggest slice of A$450m project capex ahead of June 2028 first concentrate.
Fortescue (ASX: FMG) shares fall as $525m Iron Bridge impairment overshadows record shipments
Fortescue shipped a record 201.3 million tonnes of iron ore in FY26 and strengthened its balance sheet, but another Iron Bridge impairment and sharply higher FY27 cost guidance have complicated the outlook.
Rio Tinto and WA Government agree A$1.1bn Dampier desal sale to Yindjibarndi
Rio Tinto (ASX: RIO) will divest its A$1.1bn Pilbara desalination stake to Yindjibarndi WaterCo, retaining water supply days before its 29 July results.
Macro Metals (ASX:M4M) updates Yandi South acquisition disclosure as JORC review moves to Q3 2026
Macro Metals has provided fuller technical disclosure around its conditional Yandi South Iron Ore Project acquisition, clarifying the status of the historical resource and its route toward modern JORC reporting.
Can Tambourah Metals (ASX:TMB) turn narrow high-grade hits into a bankable Pilbara gold resource?
Tambourah Metals is moving from promising high-grade intersections to the more demanding task of demonstrating geological continuity, resource scale and a potential development pathway across its Western Australian gold portfolio.
PLS Group (ASX:PLS) has lithium recovery momentum, but Pilgangoora must now defend the valuation
PLS has lithium recovery, debt flexibility and a mid-stream plant. The test is whether Pilgangoora can defend the valuation.
Develop Global (ASX: DVP) eyes a Sulphur Springs decision as copper runs hot and Beament rebuilds the playbook
Bill Beament turned gold into billions at Northern Star. Now Develop Global faces a copper build decision that could prove the playbook transfers.
Capricorn Metals (ASX: CMM) gains 4.5% as gold rally lifts Karlawinda expansion thesis
Gold is at US$4,720 and Capricorn Metals (ASX: CMM) is months from a second mine that doubles output. The permit is the only thing standing between thesis and cash flow.
Yindjibarndi Energy advances Pilbara solar project with Rio Tinto as long-term buyer
Pilbara mines need cleaner power. Jinbi gives Rio Tinto a solar answer while testing whether Indigenous-led infrastructure can scale.