Emerald Resources (EMR) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
17 Mar, 2026Strategic growth and production outlook
Transitioning from a single-mine, 100Koz/year producer to a multi-mine, 300Koz/year gold producer, with a clear organic growth pathway and no further shareholder dilution planned.
Board and management have a strong track record, delivering five projects on time and on budget over the past 20 years in Australia, Cambodia, and Ivory Coast.
Okvau Gold Mine is a robust cash-generating asset, producing 456Koz at an AISC of US$887/oz to Dec 2025, with pre-tax operating cash flow of A$87M for the Dec 2025 quarter.
Two major development projects—Dingo Range (Australia) and Memot (Cambodia)—are advancing, both fully permitted or near full permitting, with feasibility studies and infrastructure in place.
Actively evaluating strategic growth opportunities to potentially increase gold production to 600K–800Koz per annum.
Asset portfolio and resource growth
Okvau Gold Mine (100% owned) has produced 469Koz since commissioning, with ongoing resource replenishment and a mining inventory of 907Koz as of June 2025.
Dingo Range Gold Project (Australia) covers 1,110km², with a measured, indicated, and inferred resource of 40.9Mt @ 1.1g/t Au for 1.41Moz, and higher-grade zones totaling 1.12Moz.
Memot Gold Project (Cambodia) updated resource of 45Mt @ 1.2g/t Au for 1.70Moz, a 27% increase from July 2025, with 70% classified as indicated and resource open in all directions.
Both Dingo Range and Memot projects are fully permitted or near-permitted, with drilling and resource updates ongoing to support future development.
Okvau and Memot projects show high-grade intersections, supporting further resource expansion and development.
Exploration and regional potential
Extensive exploration underway in both Australia and Cambodia, with regional programs ramping up and multiple new discoveries made since mid-2024.
Okvau near-mine and regional prospects include Okvau North, Granite Hill, Prey Sror Lao, Okapai, and others, with significant drilling results.
Dingo Range regional exploration has led to four new discoveries, with significant intersections at Boundary, Bungarra, Freemans Find, and Great Northern prospects.
Cambodian land position covers 1,190km², with multiple gold occurrences and ongoing discussions to expand tenure.
Drilling at both Okvau and Memot continues to deliver high-grade results, supporting ongoing resource growth.
Latest events from Emerald Resources
- Advancing to multi-mine, 300Koz+/year gold output with strong growth, funding, and ESG focus.EMR
Diggers & Dealers Mining Forum 2026 - Strong gold production, low costs, and advancing growth projects drive robust financials.EMR
Q4 2026 TU - Record cash flow, lower AISC, and robust resource growth highlight a strong March 2026 quarter.EMR
Q3 2026 TU - Profit up 23% to $73.1M, with major resource upgrades and strong cash position.EMR
H1 2026 - Transitioning to a multi-mine, 300Koz/year gold producer with strong growth and no debt.EMR
AGM 2025 Presentation - Quarterly gold output, cash flow, and resource growth drive robust outlook and project expansion.EMR
Q1 2026 TU - On track for multi-mine, 300,000+ oz gold output with robust growth and ESG focus.EMR
Diggers & Dealers Mining Forum 2025 - Steady gold output, strong cash position, major resource upgrades, and zero debt highlight the quarter.EMR
Q4 2025 TU - Record profit, robust cash flow, and resource growth position the company for multi-asset expansion.EMR
H2 2024