BEACH REPORT ANNUAL PRODUCTION RESULTS, UPDATED RESERVES, AND PROPOSED FY26 DRILLING PROGRAM

Original announcement by tmx on

Company
Newport Exploration Ltd
Ticker
NWX
Exchange
TSX
Region
Cooper Basin, Australia
Primary commodity
Oil
Secondary commodities
Gas
Document categories
Resource update, Production, Other
Extracted
2026-09-16 15:15:48 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Newport Exploration Ltd reported a 33% year-on-year production decline for the Western Flank assets due to natural decline and flooding. The company also provided updated 1P and 2P reserve estimates for the Western Flank as of June 30, 2025, which are subject to its 2.5% gross overriding royalty.

Reasoning: The report highlights a significant production decline for the underlying assets and emphasizes the company's passive role as a royalty holder.

Positive factors

  • Updated reserve figures provided for GOR licences
  • Clear visibility on upcoming FY26 drilling focus

Negative factors

  • 33% decrease in Western Flank production due to field decline and flooding
  • Company has no control over operating decisions of the operator (Beach)
  • Disclosure is based on third-party (Beach) reporting

Facts used in scoring: 5

Classification and evidence

Nearology Playneutral · Story-specific tag

Value premise rests on proximity to a known deposit rather than own results.

Why it applies: The company's value is derived from a 2.5% GOR over Beach Energy's assets in the Cooper Basin.

Evidence · text

“Newport Exploration Ltd ("Newport" or "the Company") provides an update on operations and reserves for licences in the Cooper Basin, Australia , over which the Company has a 2.5% gross overriding royalty ("GOR").”

Production Declinenegative · Story-specific tag

No canonical definition is currently available.

Why it applies: Western Flank production decreased by 33% year-on-year.

Evidence · text

“Beach report total Western Flank production for the year was 2.3 MMboe, a decrease of 33% from the prior year.”

Extracted facts

Stored fact records: 4. Some facts used in scoring do not have a stored record.

Resource Estimates (4)

provenWestern Flank · oilTonnes: 4.7Contained Metal: 4.7Contained Unit: mmboeView all details
Link to this fact

Identity

Project
Western Flank
Commodity
oil
Region
australia
Reported Region
Cooper Basin, Australia
Ticker
NWX

Resource scope

Estimate type
reserve
Effective date
2025-06-30T00:00:00.000Z
Resource group id
resource:84f94bcc3f53a1d11904
Ownership percent
40 %
Resource basis
attributable

Resource Data

Category
proven
Tonnes
4.7
Contained Metal
4.7
Contained Unit
mmboe

Prior Estimate

Resource Date
2025-06-30

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-06T00:00:00.000Z

Reasoning: Standard reporting of 1P reserves.

Evidence · text

“Oil – 4.7 MMboe (40% is attributable to the Company's GOR licences)”

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

provenWestern Flank · gasTonnes: 1.2Contained Metal: 1.2Contained Unit: mmboeView all details
Link to this fact

Identity

Project
Western Flank
Commodity
gas
Region
australia
Reported Region
Cooper Basin, Australia
Ticker
NWX

Resource scope

Estimate type
reserve
Effective date
2025-06-30T00:00:00.000Z
Resource group id
resource:8576d21b7e4568beb8f5
Ownership percent
100 %
Resource basis
attributable

Resource Data

Category
proven
Tonnes
1.2
Contained Metal
1.2
Contained Unit
mmboe

Prior Estimate

Resource Date
2025-06-30

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-06T00:00:00.000Z

Reasoning: Standard reporting of 1P reserves.

Evidence · text

“Gas – 1.2 MMboe (100% is attributable to the Company's GOR licences)”

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

probableWestern Flank · oilTonnes: 11.6Contained Metal: 11.6Contained Unit: mmboeView all details
Link to this fact

Identity

Project
Western Flank
Commodity
oil
Region
australia
Reported Region
Cooper Basin, Australia
Ticker
NWX

Resource scope

Estimate type
reserve
Effective date
2025-06-30T00:00:00.000Z
Resource group id
resource:40a92ea1eb40d44f62c5
Ownership percent
37 %
Resource basis
attributable

Resource Data

Category
probable
Tonnes
11.6
Contained Metal
11.6
Contained Unit
mmboe

Prior Estimate

Resource Date
2025-06-30

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-06T00:00:00.000Z

Reasoning: Standard reporting of 2P reserves.

Evidence · text

“Oil – 11.6 MMboe (37% is attributable to the Company's GOR licences)”

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

probableWestern Flank · gasTonnes: 1.5Contained Metal: 1.5Contained Unit: mmboeView all details
Link to this fact

Identity

Project
Western Flank
Commodity
gas
Region
australia
Reported Region
Cooper Basin, Australia
Ticker
NWX

Resource scope

Estimate type
reserve
Effective date
2025-06-30T00:00:00.000Z
Resource group id
resource:35b283dfd7286b835855
Ownership percent
100 %
Resource basis
attributable

Resource Data

Category
probable
Tonnes
1.5
Contained Metal
1.5
Contained Unit
mmboe

Prior Estimate

Resource Date
2025-06-30

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-06T00:00:00.000Z

Reasoning: Standard reporting of 2P reserves.

Evidence · text

“Gas – 1.5 MMboe (100% is attributable to the Company's GOR licences)”

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.