JUNIORMETRICS
Gold$4,479.95/oz
Silver$66.98/oz
Copper$6.00/lb

Acquisition announced — acquired by Evolution Mining Limited

Evolution Mining agreed to acquire 100% of Carnaby Resources in an all-stock deal valued at approximately A$213 million (announced July 27, 2026), gaining the advanced Greater Duchess copper-gold project near Evolution's Ernest Henry operation. The deal is newly announced, not yet closed -- unlike other near-closing acquisitions excluded elsewhere in this site's research, Carnaby is kept as a tracked, flagged listing given typical multi-month ASX scheme-of-arrangement timelines.

This company has been removed from the default Compare and Miners directory listings.

Carnaby Resources Limited

CNB·$0.71·$143.6M cap
Copperalso:Greater Duchess Copper-Gold Project, Mount Isa Region, Queensland Map

Carnaby Resources' Greater Duchess copper-gold project near Mount Isa, Queensland, hosts an updated resource of 29.2 Mt at 1.3% Cu and 0.2 g/t Au across the Mount Hope, Nil Desperandum and Lady Fanny deposits; a Pre-Feasibility Study outlined pre-tax free cash flow of A$723 million and a 281% IRR on just A$11 million of pre-production capital, with a Final Investment Decision targeted for June 30, 2026. On July 27, 2026, Evolution Mining Limited agreed to acquire 100% of Carnaby in an all-stock deal valued at roughly A$213 million to feed its nearby Ernest Henry operation -- announced the day before this research, so Greater Duchess's remaining feasibility work and construction timeline now sit under Evolution rather than as an independent developer.

Notable vs. Peers

  • Financials score of 4.2/10 is weaker than the peer average of 6.2/10.

Lifecycle Milestones

Grassroots
Resource Def.
PEA
PFSCurrent
Feasibility
Permitting
Construction
Production
Weak track recordStrong track record
4.2/10
Thin runwayWell-capitalized
9/10
High riskLow risk
How this is calculated
8/10
Weaker depositStronger deposit
7.1/10
Weaker profileStronger profile
Price Chart
$0.247$0.261$0.367$0.416$0.628AugNovFebMayAug2
Aug 12, 2025Aug 11, 2026
News
$0.71
+245.9%from low-7%from high
$0.20$0.76
See who ↓
35.9%
Low alignmentHigh alignment
See who ↓
4.1%
Low alignmentHigh alignment
$143.6M
Far belowFar above
$41.1M median
Price (USD - Local)
$0.71 - AUD 0.98
Cash Position (USD)
$10.2M
Far belowFar above
$9.2M median
Debt (USD)
$67.4K
Far aboveFar below
$0 median
$133.5M
Far belowFar above
$34.7M median
276.1M
Far aboveFar below
169M median
Jurisdiction
Australia
This company's data hasn't been researched yet
This company's data hasn't been researched yet
Cut-off: MRE: 0.5% CuEq above 250mRL / 1.0% CuEq below 250mRL; Ore Reserve (PFS) NSR: A$14,000/t Cu & A$3,500/oz Au (open pit), A$15,000/t Cu & A$4,500/oz Au (underground)
This company's data hasn't been researched yet
Open pit and underground
12 yrs
Far belowFar above
15 yrs median
@7%$225.4M(at $5.24/lb)
Far belowFar above
$930M median
0.64x
Far aboveFar below
0.36x median
This company's data hasn't been researched yet
Not enough peer data yet
$5.24/lb13% below reference ($6.00/lb)
281%Clears Durrett's 25% developer bar
Far belowFar above
25% median
35.9%
0%100%
14.7% median
4.1%
0%100%
2.4% median
82 kmfrom Glencore plc's Mount Isa
Outside typical bolt-on range
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
Acquisition Susceptibility

Evolution Mining Limited's acquisition of this company is already announced, so a forward-looking susceptibility score no longer applies.

Overall Score Trend
+0% since 2026-07-30

Your Rankings

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Management Team

No one tracked here yet.

Insiders, Investors & Smart Money

Notable shareholders and insiders whose involvement is worth knowing about, plus what we're seeing from institutional/large-investor activity.

Smart money
2/10

The QIC Critical Minerals and Battery Technology Fund holds 13.72% of Carnaby as of October 2025. It is a A$250M Queensland Government fund managed by Queensland Investment Corporation, set up to back critical-minerals projects in Queensland, and it has committed more than A$155M across nine investments. It is professionally run and does real project-level diligence, but it is state capital with a regional economic-development mandate rather than a producer buying in or a fund picking Carnaby out of a global opportunity set. No other strategic or specialist holder appears, and institutional ownership is 4.1%.

No notable insiders tracked for this miner yet.

Reports, Presentations & Documents

Technical Report Takeaways

We haven't parsed this company's PEA/PFS/FS recommendations yet — cut-off grade, mine life, DCF/NPV, and the report's own next-steps guidance are a planned research pass, not live data for every company yet.