{ "as_of": "2026-11-06", "cmr": "au-cm-kg/ASX/AZY", "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.", "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# ANTIPA MINERALS LIMITED (ASX: AZY) — research page\n\nAs of 2026-11-06 · au-cm-kg · record version 1\n\n## Identity and listing\n\nANTIPA MINERALS LIMITED is listed on the ASX under the ticker AZY, with ISIN AU000000AZY0. The LEI is not on the record, because the ISIN is not in the GLEIF ISIN-to-LEI mapping file. The security type is Corporate, the segment is not on the record, the sector is Materials, and the jurisdiction is Australia (ASIC-registered public company). The issuer is listed and not halted.\n\n## The disclosure read\n\nThe record holds 71 filings in the twelve months to 2026-11-06, across 48 filing days. The median gap between filing days is 6 days. The latest filing is dated 2026-11-06, is of type substantial_holder, and is 0 days before the record date. The ASX median is 6 days of cadence gap, 58 filings and 4.0 days of latency across 1829 issuers. The Materials sector median is 5.5 days of cadence gap, 61 filings and 3.0 days of latency across 769 issuers. The issuer's 71 filings are above the ASX median of 58 and above the Materials median of 61.\n\n## Auditor\n\nThe auditor of record is BDO Audit Pty Ltd. Its location is not on the record. Auditor changes are not on the record, because the market's register has no lifecycle type map yet.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change, domicile change or segment move lines, because the market's register has no lifecycle type map yet. The issuer is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client_categories, so the outcome cannot name its client category. The rule version is acm-68000/au/ddo-design-and-distribution-obligations/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the investor-relations pages read for this issuer. The count is 0.\n\n## Open research\n\nThe record holds 6 openly published research notes. They are from East Coast Research (Shares in Value) on 2026-03-18 and 2025-01-28, from Shaw and Partners on 2024-11-25, 2024-10-24 and 2022-02-04, and from Resolve Research on 2023-10-09.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed. No sealed years hold the issuer. The market has no earliest sealed date, and the live record began on no date given.\n\n## Sources\n\n14 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.asx.com.au/markets/trade-our-cash-market/directory (identity.exchange)\n- https://www.asx.com.au/markets/company/AZY (identity.isin)\n- https://data.gov.au/data/dataset/asic-companies (identity.jurisdiction)\n- https://mcp.au-cm-kg.ai/events/ASX/AZY (the disclosure lines)\n- https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/ (the halt flag)\n- https://announcements.asx.com.au/asxpdf/20250926/pdf/06ppt97gmx8r7g.pdf (the auditor)\n- https://mcp.au-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://antipaminerals.com.au/upload/documents/investors/research/260318001922_26-03-18-EastCoastResearch_AZYReport_Mar2026.pdf (open research)\n- https://antipaminerals.com.au/upload/documents/investors/research/250128005917_AntipaMinerals_InitiationReport-28Jan20253.pdf (open research)\n- https://antipaminerals.com.au/upload/documents/investors/research/241125084932_24-11-25-ShawPartners_MoreGoldatGEO-01.pdf (open research)\n- https://antipaminerals.com.au/upload/documents/investors/research/241024083355_24-10-24-ShawPartners_MinyariScopingStudyUpdate.pdf (open research)\n- https://antipaminerals.com.au/upload/documents/investors/research/231009035445_23-10-09-ResolveResearch_AntipaMineralsInitiationReportFinal.pdf (open research)\n- https://antipaminerals.com.au/upload/documents/investors/research/220217020248_ShawandPartners-AntipaMinerals.pdf (open research)\n- https://mcp.au-cm-kg.ai/record/ASX/AZY (the record)\n", "market": "AU", "node": "au-cm-kg", "numbers": { "as_of_depth": { "issuer_years_sealed": [], "live_record_began": null, "node_history_from": null, "node_years_sealed": [], "note": "the AU vintage is not sealed; the record is the live record as of 2026-11-06", "record_version": 1, "sealed": false }, "auditor": { "auditor": { "read_by": "read by ChatGPT (batch)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://announcements.asx.com.au/asxpdf/20250926/pdf/06ppt97gmx8r7g.pdf", "state": "filled", "value": "BDO Audit Pty Ltd" }, "auditor_firm_id": { "market": "AU", "state": "not_on_record" }, "auditor_location": { "market": "AU", "state": "not_on_record" }, "changes": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" } }, "cmr": "au-cm-kg/ASX/AZY", "coverage": { "count": 0, "houses": [], "pages_checked": [], "read_by": "Perplexity sonar (search) · page read by this rail", "read_date": "2026-11-12", "since": null, "state": "none_found" }, "disclosure": { "against": { "exchange": { "issuers": 1829, "median_cadence_gap_days": 6, "median_filings": 58, "median_latency_days": 4, "name": "ASX" }, "sector": { "issuers": 769, "median_cadence_gap_days": 5.5, "median_filings": 61, "median_latency_days": 3, "name": "Materials" } }, "by_type": { "agm_record_date": 3, "asx_announcement": 46, "corporate_action": 5, "director_interest": 3, "financial_statement": 1, "quarterly": 4, "substantial_holder": 9 }, "cadence_median_gap_days": 6, "filing_days": 48, "filings": 71, "latency_days": 0, "latest": [ { "category": null, "date": "2026-11-06", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03163043", "title": "Change in substantial holding", "type": "substantial_holder" }, { "category": null, "date": "2026-10-30", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03160329", "title": "Application for quotation of securities - AZY", "type": "asx_announcement" }, { "category": null, "date": "2026-10-28", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03158036", "title": "Thick High-Grade Gold intercepts returned at Minyari Deposit", "type": "asx_announcement" }, { "category": null, "date": "2026-10-27", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03157369", "title": "Quarterly Activities/Appendix 5B Cash Flow Report", "type": "quarterly" }, { "category": null, "date": "2026-10-23", "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03156427", "title": "Notice of Annual General Meeting & Access Letter", "type": "agm_record_date" } ], "latest_filing_date": "2026-11-06", "read": "the node's event lines (list_events_since), as get_filings serves them", "source": "https://mcp.au-cm-kg.ai/events/ASX/AZY", "window": { "from": "2025-11-06", "to": "2026-11-06" } }, "identity": { "exchange": { "read_by": "ASX listed-companies directory (exchange list)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)", "state": "sourced", "value": "ASX" }, "isin": { "read_by": "ASX company record (exchange site, asx.com.au company page data)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/company/AZY", "state": "sourced", "value": "AU000000AZY0" }, "jurisdiction": { "read_by": "ASIC company register bulk dataset (data.gov.au, weekly) (company type)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://data.gov.au/data/dataset/asic-companies (COMPANY_202609.csv)", "state": "sourced", "value": "Australia (ASIC-registered public company)" }, "lei": { "market": "AU", "reason": "ISIN not in the GLEIF ISIN-to-LEI mapping file", "state": "not_on_record" }, "name": { "read_by": "ASX listed-companies directory (exchange list)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)", "state": "sourced", "value": "ANTIPA MINERALS LIMITED" }, "sector": { "read_by": "ASX company record (exchange site, asx.com.au company page data)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/company/AZY", "state": "sourced", "value": "Materials" }, "security_type": { "read_by": "ASX listed-companies directory (exchange list)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)", "state": "sourced", "value": "Corporate" }, "segment": { "market": "AU", "state": "not_on_record" }, "ticker": { "read_by": "ASX listed-companies directory (exchange list)", "read_date": "2026-11-06", "read_date_basis": "the record version as_of", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)", "state": "sourced", "value": "AZY" }, "website": { "market": "AU", "reason": "no source read", "state": "not_on_record" } }, "licensed": { "columns": [ "licensor", "entitlement", "title", "date", "source" ], "rows": [], "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded." }, "lifecycle": { "delisting": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" }, "domicile_change": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" }, "listing": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" }, "name_change": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" }, "segment_move": { "market": "AU", "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)", "state": "not_on_record" } }, "market": "AU", "node": "au-cm-kg", "numbers_hash": "sha256:77541bbea382515c256486fd289e4a92925815762fafe53f07afe09783e79c99", "open_research": { "read_date": "2026-11-12", "rows": [ { "date": "2026-03-18", "kind": "issuer-sponsored", "publisher": "East Coast Research (Shares in Value)", "read_by": "the note's link answers (200 application/pdf); a document, not read as text", "read_date": "2026-11-12", "source": "https://antipaminerals.com.au/upload/documents/investors/research/260318001922_26-03-18-EastCoastResearch_AZYReport_Mar2026.pdf", "state": "sourced", "title": "Building a Belt-Scale Paterson Gold-Copper Platform with a Clear Pathway to Re-Rating" }, { "date": "2025-01-28", "kind": "issuer-sponsored", "publisher": "East Coast Research (Shares in Value)", "read_by": "the note's link answers (200 application/pdf); a document, not read as text", "read_date": "2026-11-12", "source": "https://antipaminerals.com.au/upload/documents/investors/research/250128005917_AntipaMinerals_InitiationReport-28Jan20253.pdf", "state": "sourced", "title": "Undervalued Asset in WA's Gold & Copper Sector with Strong Financials" }, { "date": "2024-11-25", "kind": "independent", "publisher": "Shaw and Partners", "read_by": "the note's link answers (200 application/pdf); a document, not read as text", "read_date": "2026-11-12", "source": "https://antipaminerals.com.au/upload/documents/investors/research/241125084932_24-11-25-ShawPartners_MoreGoldatGEO-01.pdf", "state": "sourced", "title": "More gold at GEO-01" }, { "date": "2024-10-24", "kind": "independent", "publisher": "Shaw and Partners", "read_by": "the note's link answers (200 application/pdf); a document, not read as text", "read_date": "2026-11-12", "source": "https://antipaminerals.com.au/upload/documents/investors/research/241024083355_24-10-24-ShawPartners_MinyariScopingStudyUpdate.pdf", "state": "sourced", "title": "Minyari Scoping Study Update" }, { "date": "2023-10-09", "kind": "independent", "publisher": "Resolve Research", "read_by": "the note's link answers (200 application/pdf); a document, not read as text", "read_date": "2026-11-12", "source": "https://antipaminerals.com.au/upload/documents/investors/research/231009035445_23-10-09-ResolveResearch_AntipaMineralsInitiationReportFinal.pdf", "state": "sourced", "title": "Strong Buy" }, { "date": "2022-02-04", "kind": "independent", "publisher": "Shaw and Partners", "read_by": "the note's link answers (200 application/pdf); a document, not read as text", "read_date": "2026-11-12", "source": "https://antipaminerals.com.au/upload/documents/investors/research/220217020248_ShawandPartners-AntipaMinerals.pdf", "state": "sourced", "title": "Antipa Minerals (AZY) — Early mover in the Paterson renaissance" } ], "state": "found" }, "orderability": { "chapter_as_of": "2026-11-04", "client_categories": [], "determinable": false, "read": { "chapter": "https://mcp.au-cm-kg.ai/book/aio.json", "door": "https://mcp.au-cm-kg.ai/mcp", "tool": "get_orderability" }, "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category", "rule_version": "acm-68000/au/ddo-design-and-distribution-obligations/r1", "section": "au.aio.v8" }, "record": { "as_of": "2026-11-06", "url": "https://mcp.au-cm-kg.ai/record/ASX/AZY", "version": 1 }, "schema": "research-numbers v0.1 (USR-01, 2026-11-11)", "status": { "read_date": "2026-11-08", "source": "https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/", "value": "listed, not halted" } }, "numbers_hash": "sha256:77541bbea382515c256486fd289e4a92925815762fafe53f07afe09783e79c99", "path": "/au/ASX/AZY", "schema": "research-page v0.1 (USR-02, 2026-11-11)", "sections": [ { "id": "identity", "text": "ANTIPA MINERALS LIMITED is listed on the ASX under the ticker AZY, with ISIN AU000000AZY0. The LEI is not on the record, because the ISIN is not in the GLEIF ISIN-to-LEI mapping file. The security type is Corporate, the segment is not on the record, the sector is Materials, and the jurisdiction is Australia (ASIC-registered public company). The issuer is listed and not halted.", "title": "Identity and listing" }, { "id": "disclosure", "text": "The record holds 71 filings in the twelve months to 2026-11-06, across 48 filing days. The median gap between filing days is 6 days. The latest filing is dated 2026-11-06, is of type substantial_holder, and is 0 days before the record date. The ASX median is 6 days of cadence gap, 58 filings and 4.0 days of latency across 1829 issuers. The Materials sector median is 5.5 days of cadence gap, 61 filings and 3.0 days of latency across 769 issuers. The issuer's 71 filings are above the ASX median of 58 and above the Materials median of 61.", "title": "The disclosure read" }, { "id": "auditor", "text": "The auditor of record is BDO Audit Pty Ltd. Its location is not on the record. Auditor changes are not on the record, because the market's register has no lifecycle type map yet.", "title": "Auditor" }, { "id": "events", "text": "The record holds no listing, delisting, name change, domicile change or segment move lines, because the market's register has no lifecycle type map yet. The issuer is listed, not halted.", "title": "Events and halts" }, { "id": "orderability", "text": "The outcome is not determinable. The chapter's orderability section carries no client_categories, so the outcome cannot name its client category. The rule version is acm-68000/au/ddo-design-and-distribution-obligations/r1, and the chapter is as of 2026-11-04.", "title": "Orderability" }, { "id": "coverage", "text": "No research houses were found on the investor-relations pages read for this issuer. The count is 0.", "title": "Coverage" }, { "id": "open_research", "text": "The record holds 6 openly published research notes. They are from East Coast Research (Shares in Value) on 2026-03-18 and 2025-01-28, from Shaw and Partners on 2024-11-25, 2024-10-24 and 2022-02-04, and from Resolve Research on 2023-10-09.", "title": "Open research" }, { "id": "licensed", "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.", "title": "Licensed" }, { "id": "depth", "text": "The market's vintage is not sealed. No sealed years hold the issuer. The market has no earliest sealed date, and the live record began on no date given.", "title": "As-of depth" }, { "id": "sources", "text": "14 source pages are named on this page; every value above carries its own source page and read date in the numbers.", "title": "Sources" } ], "sources": [ { "for": "identity.exchange", "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory" }, { "for": "identity.isin", "source": "https://www.asx.com.au/markets/company/AZY" }, { "for": "identity.jurisdiction", "source": "https://data.gov.au/data/dataset/asic-companies" }, { "for": "the disclosure lines", "source": "https://mcp.au-cm-kg.ai/events/ASX/AZY" }, { "for": "the halt flag", "source": "https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/" }, { "for": "the auditor", "source": "https://announcements.asx.com.au/asxpdf/20250926/pdf/06ppt97gmx8r7g.pdf" }, { "for": "the orderability chapter", "source": "https://mcp.au-cm-kg.ai/book/aio.json" }, { "for": "open research", "source": "https://antipaminerals.com.au/upload/documents/investors/research/260318001922_26-03-18-EastCoastResearch_AZYReport_Mar2026.pdf" }, { "for": "open research", "source": "https://antipaminerals.com.au/upload/documents/investors/research/250128005917_AntipaMinerals_InitiationReport-28Jan20253.pdf" }, { "for": "open research", "source": "https://antipaminerals.com.au/upload/documents/investors/research/241125084932_24-11-25-ShawPartners_MoreGoldatGEO-01.pdf" }, { "for": "open research", "source": "https://antipaminerals.com.au/upload/documents/investors/research/241024083355_24-10-24-ShawPartners_MinyariScopingStudyUpdate.pdf" }, { "for": "open research", "source": "https://antipaminerals.com.au/upload/documents/investors/research/231009035445_23-10-09-ResolveResearch_AntipaMineralsInitiationReportFinal.pdf" }, { "for": "open research", "source": "https://antipaminerals.com.au/upload/documents/investors/research/220217020248_ShawandPartners-AntipaMinerals.pdf" }, { "for": "the record", "source": "https://mcp.au-cm-kg.ai/record/ASX/AZY" } ], "title": "ANTIPA MINERALS LIMITED (AZY) — research page", "writer": { "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers", "engine": "claude-haiku-5-5" } }