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Bellevue Gold Investor Presentation November 2026 — Bellevue Gold Limited (ASX: BGL) presentation "Delivering, De-Risked & Unlocking Upside", given at the UBS Mining Conference in November 2026 and lodged with the ASX. It presents the Western Australian high-grade underground gold producer's FY27 guidance of 150–170koz at an AISC of A$2,800–A$3,100/oz (all amounts in Australian dollars unless stated), A$213M cash and gold against A$100M bank debt, a hedge book cut to 57.5koz, a 2.7Moz Mineral Resource and 1.0Moz Ore Reserve, and plans for exploration and disciplined growth.
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Bellevue Gold Investor Presentation November 2026 — Bellevue Gold Limited (ASX: BGL) presentation "Delivering, De-Risked & Unlocking Upside", given at the UBS Mining Conference in November 2026 and lodged with the ASX. It presents the Western Australian high-grade underground gold producer's FY27 guidance of 150–170koz at an AISC of A$2,800–A$3,100/oz (all amounts in Australian dollars unless stated), A$213M cash and gold against A$100M bank debt, a hedge book cut to 57.5koz, a 2.7Moz Mineral Resource and 1.0Moz Ore Reserve, and plans for exploration and disciplined growth.
每張幻燈片頁面的詳細視圖，包括版面、關鍵內容和視覺元素。
Cover slide for Bellevue Gold's UBS Mining Conference presentation, November 2026, with the tagline "Delivering, De-Risked & Unlocking Upside" and the company values Passion, Accountability, Care and Excellence.
Diagonal split: a full-bleed underground photo on the left and a cream panel on the right holding the logo, headline, event name and date
Legal disclaimer stating the presentation was prepared by Bellevue Gold Limited (ABN 99 110 439 686, ASX: BGL) and authorised by the Managing Director & CEO. It covers the general disclaimer, not an offer, summary information and not investment advice.
Two-column text layout under a serif title, with a full-width authorisation line above
Forward-looking statements notice, including that FY27 guidance assumes a gold price of A$5,700/oz to value royalties. Also explains how net zero (Scope 1 and 2) emissions for CY25 and FY26 were achieved at the Bellevue Gold Project using on-site renewables, LGCs and ACCUs.
Dense two-column text, with forward-looking information on the left and the net zero statement on the right
JORC Code compliance statement referencing the 21 September 2026 Annual Resource & Reserve Statement, plus investment risk, past performance and rounding notes. It confirms all dollar values are Australian dollars (A$) unless otherwise stated and that the financial data is unaudited.
Two-column text, with JORC on the left and risk, financial data and rounding on the right
Market capitalisation of A$2,103M (US$1,472M) at a A$1.41 share price on 6 November 2026, with A$213M cash and gold and A$100M bank debt. Australian institutions hold 34% of the register and retail/other 22%. The company is in the ASX200, GDX and GDXJ, and the slide lists the board, management and covering analysts.
Split screen: on the left a capital table, shareholder donut chart and analyst logos; on the right lists of board and management names and roles over a dark gold photo
Investment case for a long-life, high-grade producer in Western Australia's Yilgarn Craton: a 1.0Moz Ore Reserve and 2.7Moz Mineral Resource, A$213 million cash and gold, record production and free cash flow in FY26, and net zero (Scope 1 and 2) emissions achieved in FY26.
Large regional map on the left, with five icon-led value pillars stacked on the right
Bellevue has moved from building the operation to generating sustainable production and cash flow. Six FY27 priorities sit in three columns (Delivering, De-Risking, Growth & Returns), including becoming hedge-free during FY27.
Three-column grid with two icon-led priorities per column and an arrow flow along the bottom
FY27 guidance is 150–170koz of production at an AISC of A$2,800–A$3,100/oz, with growth capex of $90–100M and an exploration budget of $25–30M. Q1 produced 35.6koz during the changeover to underground contractor Barminco on 1 August 2026, and guidance is on track with production rising in H2 FY27.
Two panels: on the left a trapezoid guidance callout with supporting bullets; on the right Q1 performance and operational focus bullets
Five established mining areas, with mine designs extending to about 2035, provide operational visibility. The long section colour-codes mined areas and planned stoping for FY27, FY28–29 and FY30–35 across Tribune, Viago, Southern Belle, Deacon Main, Deacon North, Marceline and Armand, with the orebody marked as open.
Three bullets across the top, a full-width 3D mine long section in the middle and a closing tagline at the bottom
The new high-grade Deacon North mining area is delivering ore on schedule, with stoping ramping up through FY27. Recent infill results include 9.3m @ 62.1g/t, 4.6m @ 50.3g/t and 5.2m @ 32.1g/t gold.
Two technical diagrams side by side, with a boxed strip of eight drill intercepts below
A standard gravity-CIL plant with 3-stage crushing and ball milling achieves about 95% recovery (about 70% by gravity) while using roughly 1.2Mtpa of its 1.35Mtpa capacity. Quarterly recovery rose from 89.8% in Mar-24 to a peak of 96.1% in Dec-25 and was 94.9% in Sep-26.
Dark overlay on the left with bullets and a bar chart; an aerial plant photo on the right with labelled circuits
At 30 September 2026 the company held A$213.2M cash and gold against A$100.0M bank debt, giving net cash of A$113.2M. Remaining forward contracts total 57,500oz at an average A$3,061/oz, due between 30 September 2027 and 31 March 2028, and the company is targeting a hedge-free position during FY27.
Two columns with gold banner headers, each with a data table and bullets underneath
Six quarters of underlying free cash flow, from 4QFY25 to 1QFY27: A$67M, A$33M, A$62M, A$158M, A$110M and A$48M. Over the same period the hedge book fell from 152koz to 57.5koz while net cash rose. Lower Q1 FY27 FCF is attributed to the contractor change and paste plant funding.
Full-width combination chart with a highlighted target box and annotated latest quarter
Roughly 4Moz has been mined and defined to date, and mineralisation is open down plunge. Diamond drilling hit 3.4m at 18.45g/t Au at Westralia, about 140m from Marceline, and 3.5m at 44.96g/t Au at Tribune South, with targeting aided by DHEM surveys.
Bullets and a cross-section diagram on the left; a tall exploration domains plan map on the right
The Bellevue Lode extends down plunge under Lake Miranda, and untested DHEM plates sit up plunge from the Southern Belle Resource. The Southern Belle Decline and Viago Drill Drive will test these extensions.
Two bullet columns above a full-width geological long section, with a legend strip below
Deacon and Deacon North are the highest-grade mining areas at Bellevue. Deacon South is defined by a DHEM target and historical surface drilling beyond the Conn Selmer Fault.
Two bullets above a full-width long section, with a legend strip below
Underground drilling has restarted at Tribune South and a sixth underground rig is arriving. June 2026 quarter extensional drilling returned 3.50m @ 44.96g/t and 1.71m @ 7.80g/t, with the Southern Belle Decline enabling staged exploration under Lake Miranda.
Bullets in two columns above a full-width long section with a highlighted drilling box
A three-step growth plan: optimise the current operation to fill the mill at 1.35Mtpa, develop expansion opportunities (plant and underground capacity, infrastructure), and grow the mine through exploration and resource-to-reserve conversion.
Photo on the left with a diagonal gold divider; numbered steps with sub-bullets on the right and a gold banner conclusion
Positions Bellevue as a net zero (Scope 1 and 2) gold producer and lists six business benefits around "Building a more resilient business": next-generation workforce, investor appetite, lower fuel cost and supply risk, green gold premium, lower emissions, and energy security.
Radial layout: a central statement surrounded by six icon-and-label benefits, with a closing tagline
Bellevue Gold won the 2026 Golden Gecko Award for net zero and renewable power at the Bellevue gold mine, and was chosen to supply gold to regild London's St Paul's Cathedral.
Diagonal split: award trophy and certificate photo on the left, St Paul's Cathedral dome photo with a statement on the right
Closing summary in three pillars. Delivering: consistent execution and guidance delivered. De-Risked: established platform, strong balance sheet and reduced execution risk. Unlocking upside: growing free cash flow, disciplined growth and exploration upside.
Three icon-headed columns over a dark band, above a team photo
Section divider introducing the appendix on Mineral Resource and Ore Reserve estimates.
Left-aligned section title over a faded site photo with large logo outline shapes
Probable Ore Reserve of 6.8Mt @ 4.5g/t for 1.0Moz, using an A$3,250/oz gold price for cutoff. Total Mineral Resource of 9.8Mt @ 8.6g/t for 2.7Moz (Indicated 5.5Mt @ 9.3g/t for 1.6Moz; Inferred 4.3Mt @ 7.8g/t for 1.1Moz) at a 2.5g/t cutoff, with depletion to 1 March 2026.
Two side-by-side tables (Reserves left, Resources right) over a dark photo
Closing slide with the Bellevue Gold logo and investor contact details for Duncan Hughes, Chief Corporate Development Officer, on +61 8 6373 9000 or investors@bgl.gold.
Full-bleed sky and plant photo with a centred logo and contact block in the bottom-right
關於此幻燈片和基礎簡報內容的常見問題。
It is a 24-slide deck from Bellevue Gold Limited (ASX: BGL), titled "Delivering, De-Risked & Unlocking Upside", presented at the UBS Mining Conference in November 2026 and lodged with the ASX. It covers FY27 guidance, operations, the balance sheet and hedge book, exploration, growth plans, sustainability and the JORC Mineral Resource and Ore Reserve.
Bellevue reports on the Australian financial year, which runs July to June. FY26 is July 2025 to June 2026 and FY27 is July 2026 to June 2027, so "1QFY27" is the September 2026 quarter, and "hedge-free during FY27" means by 30 June 2027.
All dollar amounts are Australian dollars (A$) unless otherwise stated, and the deck keeps A$ and $M notation throughout. Some headline figures are also shown in US dollars at 1 AUD = 0.70 USD; for example, market capitalisation is A$2,103M, or US$1,472M.
Production of 150–170koz at an all-in sustaining cost of A$2,800–A$3,100/oz, growth capex of $90–100M and an exploration budget of $25–30M. Q1 FY27 delivered 35.6koz during the underground contractor changeover, and the company says guidance is on track, with production rising and capex falling in H2 FY27.
At 30 September 2026 Bellevue had A$213.2M in cash and gold, A$100.0M of bank debt and net cash of A$113.2M. Remaining forward contracts total 57,500oz at an average A$3,061/oz, down from 152koz at 4QFY25, and the company is targeting a hedge-free position during FY27.
The global Mineral Resource is 9.8Mt @ 8.6g/t for 2.7Moz (1.6Moz Indicated, 1.1Moz Inferred), reported at a 2.5g/t cutoff. The Ore Reserve is 6.8Mt @ 4.5g/t for 1.0Moz, using an A$3,250/oz gold price for cutoff grades. Both are reported under the JORC Code.
The colour-coded mine-plan long section (slide 9), the drill intercept diagrams (slide 10), the combined net cash, FCF and hedge book trend chart (slide 13) and the hedge delivery table (slide 12). They show how to make technical mining data and financial de-risking easy for investors to read.
Investor relations and corporate teams at ASX-listed miners, resources analysts and presentation designers who need a model for a conference deck that combines guidance, balance sheet, exploration and ESG content under one clear three-part message.
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