Robex Resources (RBX) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
20 Mar, 2026Strategic growth and operational milestones
Achieved first gold pour at Kiniero in December 2025, marking a major operational milestone and the sixth successful mine build by the team in 15 years.
Kiniero targets average annual production of over 150koz Au for the first six years, with a 9-year mine life and a 2.2Moz indicated resource.
Merger with Predictive Discovery expected to close in Q1 2026, creating a platform for a 400kozpa mid-tier West African gold producer.
Bankan development to drive long-term growth, leveraging free cash flow from Kiniero and proceeds from warrants.
Strong balance sheet with A$176.3m cash and A$198.9m debt as of November 2025, supporting disciplined capital management.
Asset overview and production profile
Kiniero (Guinea): 85% ownership, 1,215koz LOM gold production, US$1,066/oz AISC, 5Mtpa CIL plant, and extensive exploration upside.
Nampala (Mali): Produces 45-50koz gold annually, generating US$2-3m monthly free cash flow, with 380koz produced since 2017 at US$928/oz AISC.
Nampala supports group stability and provides internal funding for growth initiatives.
Both assets benefit from ongoing brownfields and greenfields exploration to extend mine life and resource base.
Transaction and merger details
All-share merger with Predictive Discovery to form a dual-listed entity with a pro forma market cap of A$3.4B.
Combined company expected to produce over 400kozpa by 2029, with a mineral resource base exceeding 9Moz Au.
Merger structure: Robex shareholders receive 7.862 Predictive shares per Robex share; pro forma ownership 53.5% Predictive, 46.5% Robex.
Leadership team includes experienced executives with a strong track record in West African mine development.
Latest events from Robex Resources
- First gold pour targeted for year-end, with robust financing and major exploration upside.RBX
2025 Precious Metals Summit - Beaver Creek3 Feb 2026 - Gold project in Guinea accelerates toward 2025 production with robust team and new ASX listing.RBX
2024 Precious Metals Summit Beaver Creek20 Jan 2026 - Arrangement resolution passed with 94.54% approval at the virtual shareholders' meeting.RBX
EGM 202530 Dec 2025 - Merger forms Guinea's largest gold producer with 9Moz+ resources and 400koz+ output by 2029.RBX
M&A Announcement6 Oct 2025 - Kiniero targets first gold by Q4 2025, with robust resources and major exploration upside.RBX
Corporate Presentation23 Jun 2025 - Kiniero project on track for first gold in December 2025, backed by strong execution and financing.RBX
Investor Presentation23 Jun 2025 - Gold sales surged on higher prices, but losses persisted as Kiniéro project advances toward production.RBX
Q1 202516 Jun 2025 - Operating income up, net loss driven by one-time items; Kiniero project on schedule.RBX
Q3 202413 Jun 2025 - Revenue up 35% in Q2, but a $43M tax hit drove a net loss; Kiniéro funding secured.RBX
Q2 202413 Jun 2025