Stanmore Res. (SMR) is held by 10 ASX ETFs. Over the last 3 months it fell 0.4%: on $10,000, −$38. We explain 2 big moves in that time.
About SMR
- SectorMaterials
- IndustryMaterials
- Size$2.4b
- Held by10 ETFs
- Big moves2 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- +6.6%1 Sep 2026· Operational
Stanmore Resources rose on renewed investor interest after reaffirming its 2026 production guidance and earnings outlook, with follow-on coverage reinforcing the positive narrative.
- −11.8%peak −12.5%28 Jul 2026· Operational
Stanmore Resources fell sharply after releasing Q2 production numbers that disappointed the market despite a strong headline production increase, with investors likely selling on weaker-than-expected guidance, costs, or realised coal prices embedded in the quarterly report.
Held by 10 ETFs
Of every $10,000 in each fund, how much is in SMR today.
- URANVanEck Uranium and Energy Innovation ETF$3933.93%
- ISOiShares S&P/ASX Small Ordinaries ETF$300.30%
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$300.30%
- VSOVanguard MSCI Australian Small Companies Index ETF$130.13%
- QOZBetaShares FTSE RAFI Australia 200 ETF$7.530.08%
- MVOLiShares Edge MSCI Australia Minimum Volatility ETF$6.000.06%
- VASVanguard Australian Shares Index ETF$3.480.03%
- A300Global X Australia 300 ETF$2.950.03%
- VISMVanguard MSCI International Small Companies Index ETF$2.940.03%
- VTSVanguard US Total Market Shares Index ETF$0.440.00%
Why did SMR fall 11.8% on 28 Jul 2026?
Stanmore Res.
Stanmore Resources fell sharply after releasing Q2 production numbers that disappointed the market despite a strong headline production increase, with investors likely selling on weaker-than-expected guidance, costs, or realised coal prices embedded in the quarterly report.
The timing aligns directly with a Q2 quarterly production report released on or just before 28 July 2026, with two Kalkine articles published the same day explicitly linking the price drop to those coal numbers. The paradox of 'strong production but falling price' (one headline notes a 27% production boost yet the stock fell ~12%) strongly suggests the market was disappointed by something within the report beyond the headline volume figure — likely realised coal prices, cost blowouts, or downgraded forward guidance. The broader materials sector was only down ~1.4% (well below threshold), ruling out a sector-wide selloff as the primary driver and placing the weight of evidence firmly on company-specific quarterly data.
Written by a language model from the evidence below, and it can be wrong. Tell us and we will fix or remove it. General information only, not financial product advice. It does not consider your objectives, finances or needs. Past performance is not a guide to future performance.
Evidence
News coverage
Sector / macro signals
What it did to the 10 ETFs holding SMR
On $10,000 in each fund, at the weight it holds today