Yari Resources (YAR) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
11 Jun, 2026Asset portfolio and resource base
Owns 100% of the Rolleston South Coal Project in Queensland's Bowen Basin, with a JORC (2012) resource of 222.9 Mt (33.7 Mt Indicated, 189.2 Mt Inferred) of high-quality thermal coal and potential for semi-soft coking coal.
Rolleston South is adjacent to major operations, with shallow seams and favorable strip ratios, and has grown its resource by 140% since acquisition.
Holds three granted exploration licences in the Pilbara, Western Australia.
Strategic vision and growth strategy
Pursuing a district-scale consolidation strategy in the Bowen Basin, targeting a combined 500Mt+ resource base for long-life operations.
Actively seeking acquisitions of adjacent tenure to build scale and attract major operators.
Not an owner-operator; aims to position for JV, strategic partnership, or corporate transaction with major coal companies.
Market and infrastructure advantages
Located in Australia's premier coal jurisdiction, with robust global demand, especially from Asia, and strong energy security drivers.
Rolleston South benefits from proximity to state highways, 40km from Blackwater rail, and direct port access at Gladstone.
Operates in a supportive regulatory environment, with recent government approvals and potential royalty waivers for new projects.
Latest events from Yari Resources
- Resource base grows 17% to ~223Mt, with strong coal quality and robust cash position.YAR
Q1 2026 TU29 Apr 2026 - Net loss narrowed, cash improved, and lithium exploration advances despite market headwinds.YAR
H2 202430 Mar 2026 - Rolleston South acquisition drives resource growth, but net loss widens and going concern risk remains.YAR
H2 202530 Mar 2026 - Drilling confirmed robust coal seams and quality, supporting a potential resource upgrade.YAR
Q4 2025 TU23 Feb 2026 - Resource upgraded 91% to 151Mt, with strong infrastructure and growth plans in place.YAR
Status Update15 Nov 2025 - Rolleston South resource upgraded 26% to 190Mt; $1.5M raised for drilling and development.YAR
Q3 2025 TU27 Oct 2025 - Rolleston South's resource has surged to 190Mt, with drilling underway to boost quality and scale.YAR
Investor Presentation20 Oct 2025 - Rolleston South resource surges 91% to 151Mt, with robust cash and no debt.YAR
Q2 2025 TU23 Jul 2025