Ora Banda Mining (ASX:OBM) Is Down 5.8% After Weak Quarter And Higher Growth Capex Guidance – Has The Bull Case Changed?

Simply Wall St.

Jan 30

Ora Banda Mining Limited recently reported a challenging December quarter, with gold production falling short of estimates, all-in sustaining costs rising, and FY26 growth capital guidance lifted to A...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2607054306"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2607054306\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2607054306?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/2053000-choice2-main-header/1585186554136","is_english":true,"pubTime":"2026-01-30 01:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2607054306","market":"nz","top_or_hot":-1,"title":"Ora Banda Mining (ASX:OBM) Is Down 5.8% After Weak Quarter And Higher Growth Capex Guidance – Has The Bull Case Changed?","media":"Simply Wall St.","content":"<div>\n<p>Ora Banda Mining Limited recently reported a challenging December quarter, with gold production falling short of estimates, all-in sustaining costs rising, and FY26 growth capital guidance lifted to A...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/ora-banda-mining-asxobm-is-down-58-after-weak-quarter-and-hi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ora Banda Mining (ASX:OBM) Is Down 5.8% After Weak Quarter And Higher Growth Capex Guidance – Has The Bull Case Changed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOra Banda Mining (ASX:OBM) Is Down 5.8% After Weak Quarter And Higher Growth Capex Guidance – Has The Bull Case Changed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 01:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/ora-banda-mining-asxobm-is-down-58-after-weak-quarter-and-hi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ora Banda Mining Limited recently reported a challenging December quarter, with gold production falling short of estimates, all-in sustaining costs rising, and FY26 growth capital guidance lifted to A...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/ora-banda-mining-asxobm-is-down-58-after-weak-quarter-and-hi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7104","symbol_name":"黄金","start_time":0,"source_url":"https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/ora-banda-mining-asxobm-is-down-58-after-weak-quarter-and-hi","article_id":"2607054306","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2053000-choice2-main-header/1585186554136"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/ora-banda-mining-asxobm-is-down-58-after-weak-quarter-and-hi","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607054306","pubTimestamp":1769707030,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Ora Banda Mining Limited recently reported a challenging December quarter, with gold production falling short of estimates, all-in sustaining costs rising, and FY26 growth capital guidance lifted to A$143,000,000 while production guidance was tightened to the lower end of its target range.\nAlongside these operational and cost headwinds, the company approved significant new growth projects, including a ~3 Mtpa processing plant study, a new Waihi open pit, and expanded accommodation capacity...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7104":"黄金","OBM.AU":"ORA BANDA MINING LTD"},"translate_title":"Ora Banda Mining(ASX：OBM)在季度疲软和资本支出指引增长较高后下跌5.8%-牛市情况发生变化了吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OBM.AU":1.5},"content_text":"Ora Banda Mining Limited recently reported a challenging December quarter, with gold production falling short of estimates, all-in sustaining costs rising, and FY26 growth capital guidance lifted to A$143,000,000 while production guidance was tightened to the lower end of its target range. Alongside these operational and cost headwinds, the company approved significant new growth projects, including a ~3 Mtpa processing plant study, a new Waihi open pit, and expanded accommodation capacity to support its broader expansion plans. We’ll now examine how the weaker quarter, higher all-in sustaining costs, and heavier growth capital plans shape Ora Banda’s investment narrative. The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.AdvertisementWhat Is Ora Banda Mining's Investment Narrative?To own Ora Banda today, you need to believe the company can convert its record output and strong recent profit growth into a sustainable, lower cost production base while managing a much heavier investment load. The December quarter update sharpened the near term picture: higher all in sustaining costs, a jump in FY26 growth capital to A$143,000,000 and production guidance nudged to the low end all tilt the story toward execution risk. The share price pullback suggests the market is reassessing those trade offs rather than abandoning the growth case outright. The new 3 Mtpa plant study, Waihi open pit and camp expansions keep volume growth and operating flexibility as the key catalysts, while cost blowouts, capital overruns and any further guidance drift now sit front and centre. The appointment of an experienced General Counsel and Joint Company Secretary fits into this, supporting governance and project contracting at a time when Ora Banda’s capital commitments and complexity are stepping up, but it does not meaningfully change the fundamental near term risks. However, the bigger question is how much cost and capital risk is already reflected in the price.\n\nDespite retreating, Ora Banda Mining's shares might still be trading above their fair value and there could be some more downside. Discover how much.Exploring Other PerspectivesASX:OBM 1-Year Stock Price Chart The Simply Wall St Community’s 11 fair value estimates for Ora Banda span A$1.11 to A$5.26, underscoring how differently private investors see upside against rising cost and capital guidance and the execution tests that now sway performance expectations.Explore 11 other fair value estimates on Ora Banda Mining - why the stock might be worth 23% less than the current price!Build Your Own Ora Banda Mining NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Ora Banda Mining research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.Our free Ora Banda Mining research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ora Banda Mining's overall financial health at a glance.Looking For Alternative Opportunities?Our top stock finds are flying under the radar-for now. Get in early:Outshine the giants: these 24 early-stage AI stocks could fund your retirement.Rare earth metals are the new gold rush. Find out which 33 stocks are leading the charge.AI is about to change healthcare. These 110 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}