Predictive Discovery Limited: Quarterly Activities Report for Period Ended 30 June 2026
Predictive Discovery Limited (ASX:PDI, TSX:PDI) reported its quarterly activities for the three months ended 30 June 2026. It poured 64,026 oz Au, sold 48,924 oz, and posted AISC of US$1,408/oz. Cash and bullion were US$364.3M. The company reiterated 2026 guidance of 198,000-220,000 oz and AISC of US$1,300-1,500/oz.
How this was made
The 30-second read
Why it matters
The report updates key operating metrics (ounces poured and sold, AISC, cash generation) and reiterates 2026 production and AISC guidance, plus Bankan FEED completion and contract awards. It also discloses an agreement for US$13.8M in capital gains taxes and duties tied to the PDI-Robex merger.
Market read
Traders can use the quarter’s production and AISC trajectory plus reaffirmed 2026 guidance to assess whether PDI is likely to meet full-year targets and maintain margin profile.
What to watch
Gold sales were affected by shipment timing around quarter-end; traders may focus on post-quarter shipment receipts and realized price versus spot.
Background
Predictive Discovery Limited (PDI) released its Quarterly Activities Report for the three months ended June 30, 2026, covering production, costs, cash, and project execution across Kiniéro (Guinea), Nampala (Mali), and Bankan (Guinea).
Ticker impact
Predictive Discovery reported its June quarter results, including 64,026 oz poured, US$1,408/oz AISC, and 2026 guidance of 198,000-220,000 oz.
Modest, guidance-follow-through type reaction; larger moves would require deviation from the stated 2026 production and AISC ranges.
The article is a detailed quarterly activities report with explicit 2026 production and AISC guidance plus project execution milestones, but it does not present a surprise earnings beat/miss or new financing/transaction.
Market effects
Provides read-through on West African gold mine operating performance and cost discipline, relevant to gold equities sentiment.
Highlights Guinea and Mali operations and project execution, which can influence perceived country-risk premium for regional miners.
Mostly company-specific; limited direct impact on global gold supply expectations beyond signaling operational stability.
Counterpoint
Higher AISC at both operations (vs prior quarter) could signal margin pressure if sustaining capex and stripping remain elevated.
Key entities
- companyPredictive Discovery Limited
Subject of the quarterly activities report, providing production, cost, cash, and guidance updates.
- assetKiniéro gold mine
Guinea operation with ~9.0 Mtpa throughput and 54,252 oz poured in the June quarter.
- assetNampala gold mine
Mali operation with 9,774 oz poured and AISC of US$1,974/oz in the June quarter.
- projectBankan gold project
Guinea development project where FEED was completed and detailed design began in July 2026.
- transaction_partyRobex Resources Inc
Referenced in the merger context with an agreement for US$13.8M in capital gains taxes and duties with Guinea.
