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June 2025 Quarterly Report

Financials

Westgold Resources Limited

ASX: WGX | TSX: WGX

ABN 60 009 260 306

westgold.com.au

T: +61 8 9462 3400

E: [email protected]

Level 6, 200 St Georges Terrace

Perth WA 6000 / PO Box 7068

Cloisters Square WA 6850

June 2025 Quarterly Report

23 July 2025

ASX Release

Westgold is a leading , unhedged

ASX200 gold producer, committed to

unearthing enduring value for all its

stakeholders.

Westgold’s vision is to become the

Australian gold company of choice,

sustaining safe, responsible and

profitable production.

Our current business encompasses

mines and processing plants across

the Murchison and Southern

Goldfields, two of Western Australia’s

most prolific gold-producing regions.

Financial values are reported in A$ unless

otherwise specified

This announcement is authorised for

release to the ASX by the Board.

Investor Relations

Kasun Liyanaarachchi

Group Manager IR & Communications

[email protected]

+61 458 564 483

$132M Treasury Build in Q4 FY25

Perth, Western Australia, 23 July 202 5 Westgold Resources

Limited (ASX | TSX: WGX - Westgold or the Company) is

pleased to report results for the period ending 3 0 June 2025

(Q4 FY25).

HIGHLIGHTS

OPERATIONS

Safety Performance Total Recordable Injury Frequency Rate

(TRIFR) of 5.67 / million hours – an improvement of ~10%

Record Group quarterly gold production of 88,022oz Au @ AISC

of $2,688/oz

Record Group full year gold production of 326,384oz @ AISC of

$2,666/oz - marginally outside FY25 guidance of 330 -350,000oz

@ AISC of A$2,400 - 2,600/oz

Mine productivity and milling output lifts across the Group

Mining commenced in Great Fingall Flats

RESERVES & RESOURCES

Maiden Mineral Resource for Fletcher Zone at Beta Hunt of

2.3Moz – from 1km of 2km strike

EXPLORATION

$9M invested during the quarter - refer to the June 2025 Quarterly

Exploration Results for details

FINANCE

Gold sales of 71,500oz at an average price of A$5,174/oz -

generating revenue of A$370M

$364M in c losing cash, bullion, and liquid investments @ 30

June 2025 - a record $132M increase Q on Q

CORPORATE

Ivan Mullany joins the board as Non-Executive Director

Barminco awarded a 3-year contract for the Great Fingall mine –

mining in virgin high group stopes to commence Q1, FY26

Westgold remains 100% unhedged

FY26 Guidance will be released to the market in August - with 3-

year outlook in September, post Resource/Reserve Update

June 2025 Quarterly Report 2

Westgold Managing Director and CEO Wayne Bramwell commented:

“Westgold’s Q4, FY25 results of 88 koz of production and $132M in treasury build were Group records. These

results propelled the Group to a full year production record of 326,384oz (at AISC of $2,666oz) and closing cash,

bullion and liquid investments of $364M - demonstrating the growing free cash flow capability of our business.

Investment in resource drilling, mine infrastructure and fleet replacement lifted the business during Q4, FY25,

with mine productivity and milling throughputs across all our operations improving quarter on quarter. Trucking

availability at Beta Hunt and development delays at Bluebird-South Junction impacted delivery of the full year

target but, Group production of 34koz in June shows what this portfolio can deliver when our mines perform.

Mine output at our larger assets continue to improve. At Bluebird-South Junction, Westgold fired the first large

South Junction stopes and now has a mine design that, though slower to implement in the short term ,

establishes higher outputs and future proofs this multi -decade asset. At Beta Hunt, substantial progress was

made on mine infrastructure projects that will enable highe r productivity whilst at Big Bell, the Upper Cave

continues to deliver increasing tonnages.

Our smaller mines continue to play a key supporting role, with our Starlight mine outperforming yet again. The

Two Boys mine at Higginsville, a small underground mine which at the start of the year had little future, needed

just a single diamond drill to start to define mine life extensions, lift mine grade and its outputs.

Alongside stellar drilling results detailed in our June 2025 Quarterly Exploration results , another milestone for

Westgold this quarter was the announcement of a maiden Mineral Resource Estimate of 2.3Moz from the

Fletcher Zone at Beta Hunt. This result, achieved from just 1km of the known 2km strike, validates our view of

the potential upside in Beta Hunt and signals the beginning of a multi -decade growth journey for the Fletcher

Zone.

FY25 was transformational for Westgold . The business has growing scale and with our capital investments

lifting productivity, in FY26 we now have a portfolio we can leverage for enhanced cashflows.”

Photo 1: Hole 25BLDD001 (Polar Star lodes, Bluebird – South Junction mine)

June 2025 Quarterly Report 3

Executive Summary

Cash Position as of 30 June 2025

Westgold closed Q4, FY25 with cash, bullion and liquid investments of $364M – representing a build of $132M

in total cash, bullion and liquid investments (after investing $ 39M on capital and $9M on exploration, refer

Figure 1).

This result was driven by record Group gold production, an increase in realised gold price to $5,174/oz and the

second payment of $20M from the recently announced divestment of the non-core Lakewood Mill1.

Figure 1: Cash, Bullion, and Liquid Investments Movement (A$M) – Q4 FY25

Notes

 Westgold remains unhedged and fully exposed to the spot gold price.

 Second cash payment of $2 0M relating to the Lakewood Sale received in the quarter. Remaining cash

payment of $25M is due to be received in November 2025.

 Closing investments include 1.6B shares held in New Murchison Gold (ASX: NMG) but exclude 19.8M

shares received in Blackcat Syndicate Limited scrip during the quarter (as the BC8 scrip has a 12-month

escrow period.)

1 Refer to ASX release titled “Black Cat Acquires Lakewood Mill for $85M”- 25 February 2025

89

49

20

96

28

Opening

Cash, Bullion &

Investments

28

Opening Bullion

25

Opening Investments

Opening Cash

Murchison

Operating Cash Flow

Southern Goldfields

Operating Cashflow

Sustaining Capital

(22)

Stockpiles

(7)

232

179

220

240

Exploration

Closing

Cash, Bullion &

Investments

Closing Investments

(9)

Closing Cash

Staged proceeds

from Lakewood sale

PP&E

Closing Operating Cash

(10)

(12)

Lease Payments

(10)

Growth Capital

Closing Bullion

Working Capital

(27)

364

Operating Capital Expenditure Working Capital

June 2025 Quarterly Report 4

Group Production Highlights

In FY25, Westgold produced a Group record annual production of 326, 384oz at an AISC of $ 2,666/oz. The

result was marginally outside FY25 Production Guidance of 330-350koz and All-In Sustaining Cost Guidance of

$2,400 - $2,600/oz2.

In Q4 FY25, Westgold also achieved a Group record quarterly production of 88,022oz (Q3 FY25: 80,107oz).

The increase in production came from the Murchison hubs with 54,811oz were produced (Q3 FY25: 42,906oz),

with this lift attributed to the access to higher grade stopes at Bluebird-South Junction and the Galaxy lodes at

Starlight. The Southern Goldfields produced 33,211oz (Q3 FY25: 37, 201oz), with the quarter-on-quarter

reduction attributable to intermittent issues associated with the load and haul fleet at Beta Hunt.

These issues saw ~4koz of production delayed with the expectation these ounces will be mined in FY26.

While mining rates at Bluebird-South Junction improved quarter on quarter, access to South Junction was

further delayed until a full mine redesign was completed in April 2025 , increasing the reliance on low grade

processing to maintain consistent mill feed to the Meekatharra hub. In combination with the load and haul fleet

issues at Beta Hunt, these factors contributed to the minor deviance from the Company’s FY25 guidance range.

All-In Sustaining Cost ( AISC) for Q4, FY25 was $237M (Q3 FY25: $ 227M), and on a per ounce basis was

$2,688/oz (Q3 FY25: $2,829/oz), as a result of increased mining activity and gold production in Q4 across the

group.

Figure 2: Westgold Quarterly Production (oz), Achieved Gold Price and AISC ($/oz)

2 Refer to ASX release titled “FY25 Guidance Updated” - 3 February 2025

1

2,829 2,688

3,493 3,723 4,066 4,630 5,174

Q4 FY24

2,422

Q1 FY25

2,703

Q2 FY25 Q3 FY25

219 237

108

227

187

Q4 FY25

2,041

Achieved gold price ($/oz)

AISC ($/oz)

AISC ($M)

52,795

52,889 46,461 42,906 54,811

24,480 34,425 37,201

33,211

Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25

77,369 80,886 80,107

88,022 Gold production (oz)

Southern Gold Fields

Murchison

June 2025 Quarterly Report 5

Figure 3: Westgold Monthly AISC

The Company sold 71,500oz of gold for the quarter achieving a record price of $5,174/oz, generating $370M in

revenue. With Westgold hedge free , operations generated $219M of mine operating cashflow s with the

achieved gold price $2,486/oz over AISC.

Total capital expenditure during Q4 FY25 of $39M (Q3 FY25: $ 46M) includes $ 27M of investment in growth

projects (Bluebird -South Junction and the Great Fingall development) and $12M in p lant and equipment

(processing facilities, ventilation, water and paste infrastructure across the respective sites).

In FY25, Westgold invested $199M in capital expenditure, in-line with its Capital Guidance of $200M.

Investment in exploration and resource development of $9M (Q3 FY25: $ 11M) for the quarter continued

focusing on Bluebird-South Junction and Starlight in the Murchison, and the Fletcher Zone and Western Flanks

at Beta Hunt in the Southern Goldfields. In FY25, Westgold invested $43M in exploration, marginally lower than

Westgold’s FY25 exploration guidance of $50M.

The net mine cash inflow for Q4 FY25 was $171M (refer Table 1 under Group Performance Metrics).

Westgold will provide its FY26 Guidance in August FY26, and a 3-year outlook during September FY26.

-800

0

-600

30

-400

40

-200

60 0

70 1,800

80

90

100

2,200

110

2,400

120

2,000

-1,200

2,800

-1,000

3,000

50

2,600

2,309

Oct

23

2,209

Nov

23

2,230

Dec

23

2,619

Jan

24

2,490

Feb

24

2,342

Mar

24

2,370

1,842

May

24

1,983

Jun

24

2,643

Jul

24

2,198

Aug

24

2,542

Sep

24

2,561

Oct

24

2,796

Nov

24

2,791

Dec

24

2,622

Jan

25

3,148

Feb

25

2,754

Mar

25

2,633

Apr

25

3,149

82

Jun

25

40

48 45

75

70

50

75

May

25

74

Apr

24

3835

76

69

42

80

43

2,355

67

38 35

88

71

AISC (A$M) AISC/oz (A$/oz)

June 2025 Quarterly Report 6

Environmental, Social and Governance (ESG)

People

In Q4 FY25, total headcount reduced 4% to 2,227 employees, contractors and labour hire while the employee

initiated turnover rate continued to decline.

Safety and Sustainability

Safety

Westgold delivered a strong safety and sustainability performance in Q4 FY25, reinforcing its commitment to

responsible operations and continuous improvement.

Safety performance improved across all key indicators, with the Total Recordable Injury Frequency Rate

(TRIFR) reducing to 5.67 by the end of June. This marks a significant improvement from the prior quarter and

reflects the effectiveness of targeted safety initiatives and operational discipline. The Lost Time Injury

Frequency Rate ( LTIFR) fell to 0.39, and the Serious Potential Incident Frequency Rate (SPIFR ) improved to

8.21, continuing the downward trend across the business.

A comprehensive review of Westgold’s emergency systems and processes, with s ite-level verification of

findings has been performed , to ensure a standardised, emergency and crisis management system is

maintained throughout Westgold. Westgold also advanced its occupational health and hygiene program, with

a comprehensive review of current processes.

This program includes review of site Health and Hygiene Management Plans and Hygiene Risk Assessments

across all Westgold sites and development of a standardised database to support compliance, data integrity,

and reporting automation.

Figure 4: The TRIFR decreased in Q4 FY25

0.86 0.60 0.00 0.64 0.98 0.97 0.63 0.62 1.00 0.98 0.78 0.39

18.44

8.37 8.82

7.75 7.30 6.85 7.37 6.85 6.27 5.67

0

5

10

15

20

0

3

6

9

12Total Recordable Injury count

12 Month rolling Injury Frequency Rate

(injuries/million hours worked)

Q1 FY23

14.36

Q2 FY23

9.03

Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25

Recordable Injuries* 12 Month LTIFR 12 Month TRIFR

June 2025 Quarterly Report 7

Training

Westgold achieved a major milestone with the new Maddington Supply and Training Centre becoming fully

operational.

The centre now delivers training programs including Forklift, Working at Heights, Confined Space Entry, and

First Aid, supporting statutory compliance and building internal capability.

Environment/Sustainability

Environmental performance remained strong.

No significant environmental incidents were recorded during the quarter, with investment in long term mine

infrastructure including:

 Commissioning of the Tuckabianna West Tailings Storage Facility;

 Construction compliance for the Higginsville TSF raise; and

 Environmental approvals for a new LNG power station at Great Fingall and a new TSF at Fortnum.

Westgold completed its AASB S2 gap assessment and commenced implementation of the roadmap for FY26.

This initiative aims to ensure the Company’s 2025 Sustainability Report i s aligned with Global Reporting

Initiative standards and also provides a databook to support auditability.

Photo 2: Westgold’s Maddington Supply and Training Centre

June 2025 Quarterly Report 8

Group Performance Metrics

Westgold’s quarterly physical and financial outputs for Q4 FY25 are summarised below.

Table 1: Westgold Q4 FY25 Performance

Physical Summary Units Murchison Southern

Goldfields Group

ROM - Ore Mined t 767,751 496,305 1,264,056

Grade Mined g/t 2.3 2.3 2.3

Ore Processed t 940,810 467,310 1,408,120

Head Grade g/t 2.0 2.4 2.1

Recovery % 91 93 92

Gold Produced oz 54,811 33,211 88,022

Gold Sold oz 42,879 28,621 71,500

Achieved Gold Price A$/oz 5,174 5,174 5,174

Cost Summary

Mining A$’M 84 68 152

Processing A$’M 34 20 54

Admin A$’M 7 4 11

Stockpile Movements A$’M (6) (1) (7)

Royalties A$’M 7 5 12

Cash Cost (produced oz) A$’M 126 96 222

Corporate Costs A$’M 3 1 4

Sustaining Capital A$’M 9 2 11

All-in Sustaining Costs A$’M 138 99 237

All-in Sustaining Costs A$/oz 2,503 2,992 2,688

Notional Cashflow Summary Units Murchison Southern

Goldfields Group

Notional Revenue (produced oz) A$’M 284 172 456

All-in Sustaining Costs A$’M 138 99 237

Mine Operating Cashflow A$’M 146 73 219

Growth Capital A$’M (25) (2) (27)

Plant and Equipment A$’M (6) (6) (12)

Exploration Spend A$’M (3) (6) (9)

Net Mine Cashflow A$’M 112 59 171

Net Mine Cashflow A$/oz 2,045 1,759 1,937