19 Aug 2026agm notice● Neutral
Notice that the 2026 AGM will be held on 13 November 2026 in West Perth. Director nominations close 24 September 2026. Administrative only.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
28 July 2026quarterly activities report● Neutral
June 2026 quarter: cash A$98m, no debt, US$90m Dorado carry still payable after FID. Repeats the rig contract, April 2027 start and 92% resource upgrade. The CEO calls Ara the standout well. No new results.
25 June 2026investor presentation● Neutral
Presentation for the 25 June 2026 Bedout investor webinar. The visible text is a cover note and disclaimers, with no new figures; it follows the 1 and 23 June announcements.
23 June 2026resource reserve update▲ GoodMajor
Bedout prospective resources raised 92% to 6,256 MMboe gross (unrisked Pmean) across 130 prospects, from 3,263 MMboe in June 2025; net to Carnarvon 1,021 MMboe. Ara (CVN 10%, 191 MMboe, 37% chance of success) is the likely first well. These are undrilled prospects, not discoveries.
23 June 2026other● Neutral
Invitation to a CEO webinar on 25 June 2026 covering the 2027 Bedout drilling program and the resource upgrade. Administrative notice with no new information.
1 June 2026contract award▲ GoodMajor
Transocean Equinox rig contracted for the Bedout campaign, starting from April 2027, with one firm and one contingent well in Carnarvon's permits. Shortlisted: Ara, Yuma, Goats Eye, Hutton. Cost to Carnarvon is about A$20m if both drilled, funded from A$98m cash. Resolves the rig-scarcity uncertainty.
6 May 2026investor presentation● Neutral
Corporate presentation for the RIU Resource Round-Up on 6 May 2026, themed on Australia's oil supply challenge. The visible text is disclaimers and resource-basis notes only, with no new figures or events shown.
28 Apr 2026quarterly activities report● Neutral
March 2026 quarter: cash A$98m, no debt, US$90m carry, 10% buyback retained. Bedout drilling still on track for first half 2027, targeting northern prospects. Dorado 2C is 162 MMbbl and Pavo 43 MMbbl, gross.
13 Mar 2026half year report● Neutral
Half-year to 31 December 2025 report. Repeats first-half 2027 Bedout drilling, rig tender progress and the Dorado deferral with 249 MMbbl liquids gross 2C. Financial results are not visible in the supplied text.
10 Mar 2026other● Neutral
Update to the March 2026 index rebalance. Carnarvon's removal from the All Ordinaries is unchanged, effective 23 March 2026. Only two other names changed.
6 Mar 2026other▼ Bad
S&P index rebalance notice. The list shows Carnarvon removed from the All Ordinaries, effective 23 March 2026. Strike is listed as removed from the S&P/ASX 300. Index housekeeping, not a company event.
23 Jan 2026quarterly activities report● Neutral
December 2025 quarter: cash A$98m, no debt, US$90m carry, 19.9% Strike stake held. Bedout drilling is now planned for first half 2027, targeting a large northern prospect. Dorado and surrounding 2C resources are put at 249 million barrels of liquids plus 1.1 Tcf gas.
7 Nov 2025agm notice● Neutral
Chair and CEO addresses and presentation for the 7 November 2025 AGM. The visible text is disclaimers and a title slide, with no new business information shown.
30 Oct 2025quarterly activities report▼ BadMajor
September 2025 quarter: Strike investment completed (stated as A$86m for 19.9%); cash about A$99m, no debt, US$90m Dorado carry. Bedout drilling slips from 2026 to early 2027 because suitable rigs are scarce. Net 2C resource stated as 54 MMboe.
25 Sept 2025asset acquisition disposition● NeutralMajor
Strike completes Tranche 2 of the Carnarvon placement: about A$34.3m for 286m shares at A$0.12, after Strike shareholders approved it on 11 September. This completes the up-to-19.9% Strike stake agreed in July. Strike also closed its A$1.7m share purchase plan.
10 Sept 2025investor presentation● Neutral
CEO presentation at the RIU Good Oil and Gas conference on Bedout's value. The visible text is mostly disclaimers and resource-basis notes, with no new figures or events shown.
28 Aug 2025annual report● Neutral
2025 annual report. The Chair calls the Dorado delay disappointing and says a revised timeline is still owed to shareholders. It notes the Strike investment, the cancelled capital return, at least A$96m cash after Strike, the US$90m carry and the retained 10% buyback option.
28 Aug 2025annual report● Neutral
Appendix 4G and corporate governance statement for the year to 30 June 2025, stating compliance with ASX recommendations. Notes female board representation rose to 25% from nil. Administrative filing with no new business information.
18 Aug 2025agm notice● Neutral
Notice that the 2025 AGM will be held on 7 November 2025 in West Perth. Director nominations close 18 September 2025. Administrative only.
28 July 2025quarterly activities report● Neutral
June 2025 quarter: cash about A$186m, roughly A$97m after the Strike investment, no debt, US$90m carry. Carnarvon is watching a possible corporate transaction involving Santos, the Bedout operator, which may affect Dorado timing. Bedout drilling still targeted for 2026.
25 July 2025other● Neutral
Text not readable beyond two footnotes about Strike's share offer; presumably relates to completion of the first Strike tranche (inference). No substance visible.
24 July 2025drilling scheduled▲ Good
Bedout seismic reprocessing across 15,240 km² is complete, helping pick the 2026 exploration target. The joint venture's drilling environmental plan is well advanced, with drilling expected to start in Q3 2026. This firms up the earlier 2026 target.
22 July 2025asset acquisition disposition● NeutralMajor
Carnarvon agrees to invest up to A$89m in Strike Energy at 12c a share for up to 19.9%, in two tranches (A$52m first). This concludes the strategic review and ends the planned capital return; at least A$96m cash remains.
22 July 2025asset acquisition disposition● Neutral
Strike's side of the same deal: Carnarvon to invest up to A$88m at 12c, a 19.7% discount, for up to 19.9% and become Strike's largest shareholder. Second tranche needs Strike shareholder approval in mid-September 2025. Repeats Carnarvon's announcement.
6 May 2025investor presentation● Neutral
RIU Sydney conference presentation by the CEO pitching Dorado and Pavo (over 200 MMbbl gross 2C) as fuel-security assets, with 2026 drilling and A$186m cash. Repeats known facts; no new information.
7 Apr 2025quarterly activities report● Neutral
March 2025 quarter: cash A$186m, no debt, US$90m carry. Adds an on-market buyback of up to 10% of shares, and repeats the possible A$125m capital return pending the ATO ruling. Dorado still has no revised timeline; Bedout drilling still planned for 2026.
17 Mar 2025capital raising announcement▲ GoodMajor
Carnarvon starts a process to potentially return up to 7c per share (A$125m) to shareholders, citing the Dorado delay and no better opportunity yet found. It would keep at least A$62m. Needs shareholder vote and an ATO ruling, expected within six months.
27 Feb 2025half year report● Neutral
Half-year to 31 December 2024: total comprehensive profit of A$7.05m versus a A$4.0m loss a year earlier. Restates the Dorado FPSO/FEED deferral, Bedout permit renewal and 2026 drilling plan, with the Ara prospect called the standout. Cash figures are not visible in the text.
28 Jan 2025quarterly activities report● Neutral
December 2024 quarter: cash A$187m, no debt, US$90m Dorado carry. Carnarvon voices disappointment at the operator's January decision to skip the FPSO and FEED. Bedout permits renewed five years (half the area relinquished); drilling targeted 2026.
21 Jan 2025joint venture update▼ BadMajor
Santos, as Dorado operator, will not buy the identified FPSO and will not enter FEED for now, so the 2025 FID target is deferred with no new timeline. Carnarvon has over A$180m cash and the US$90m carry. It reports further Bedout exploration wells are being planned for 2026.