Guidance report card

Held to their own word.

Every producer here is graded against the production guidance it issued itself — upgrades and downgrades as they happened, then the finished year reconciled against the company's own filed numbers. Measured from filings, never editorial.

The card

Guidance Report Card
catalystahead.web.app · 26 July 2026

Producers graded

14

5 with a closed FY

Closed-FY verdicts

5

own band, own filings

Beat / in line / miss

1 · 4 · 0

vs own guidance band

Revisions tracked

80

upgrades, cuts, reaffirms

CompanyRevision behaviourClosed-FY deliveryLong-run verdict
BHP
BHP GROUP LIMITED
6 FYs guided · ↑3FY2026+0.1%in lineInsufficient data
GMD
GENESIS MINERALS LIMITED
8 FYs guidedFY2026+3.8%in lineInsufficient data
PDN
PALADIN ENERGY LTD
5 FYs guided · ↑1 · ↓1FY2026+3.7%beatInsufficient data
CMM
CAPRICORN METALS LTD
5 FYs guidedFY2026+3.0%in lineInsufficient data
NST
NORTHERN STAR RESOURCES LTD
4 FYs guidedFY2026+2.9%in lineInsufficient data
RIO
RIO TINTO LIMITED
11 FYs guided · ↑1 · ↓1no closed FY reconciled yetInsufficient data
EVN
EVOLUTION MINING LIMITED
8 FYs guidedno closed FY reconciled yetInsufficient data
MIN
MINERAL RESOURCES LIMITED
5 FYs guided · ↑2 · ↓1no closed FY reconciled yetInsufficient data
IGO
IGO LIMITED
4 FYs guided · ↑1no closed FY reconciled yetInsufficient data
FMG
FORTESCUE LTD
4 FYs guidedno closed FY reconciled yetInsufficient data
BOE
BOSS ENERGY LTD
3 FYs guidedno closed FY reconciled yetInsufficient data
PLS
PLS GROUP LIMITED
3 FYs guidedno closed FY reconciled yetInsufficient data
LTR
LIONTOWN LIMITED
2 FYs guidedno closed FY reconciled yetInsufficient data
SFR
SANDFIRE RESOURCES LIMITED
1 FY guidedno closed FY reconciled yetInsufficient data

Measured from company filings · verdicts are against each company's own guidance band · data journalism, not advice

Method notes

How the grading works.

Revision behaviour — every production-guidance range we've extracted is lined up chronologically per fiscal year. A midpoint move of more than 2% counts as an upgrade or a downgrade; anything inside that is a reaffirmation.

Closed-FY delivery — once a fiscal year ends, the company's final pre-year-end guidance band is compared with the full-year production its own later filings state. Above its own high is a beat, below its own low is a miss, inside the band is in line — the % shown is the distance from the guided midpoint.

Long-run verdict — with three or more reconciled years, a company is classified by how it habitually guides: conservative (beats), accurate, optimistic (misses), or inconsistent when results swing too widely to trust either way.

When figures conflict across filings — restatements, part-year scopes, different reporting bases — the year is left unreconciled rather than guessed. Gaps here are deliberate.

This report card measures forecasting behaviour, not investment merit. Catalyst Ahead doesn't predict share-price direction. See .

Every market-sensitive date from every filing on your watchlist, on one timeline.

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Not financial advice.Catalyst Ahead is an AI-driven research tool. All projections are inferences from public company announcements. Always do your own research and consult a licensed adviser before trading.