Stock Markets July 1, 2026 07:53 PM

Northern Star appoints Glencore veteran Suresh Vadnagra as CEO; chair to change after AGM

Leadership overhaul follows activist Elliott's disclosure of a A$1 billion stake and calls for board changes

By Maya Rios
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Northern Star Resources has named Suresh Vadnagra, formerly of Glencore, as its next chief executive officer effective October 5, and will replace its chairman after the November annual general meeting. The moves come as Elliott Investment Management disclosed a stake of more than A$1 billion and pressed for management and board changes amid sustained share underperformance.

Northern Star appoints Glencore veteran Suresh Vadnagra as CEO; chair to change after AGM
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Key Points

  • Northern Star appointed Suresh Vadnagra as CEO effective October 5; he will replace Stuart Tonkin.
  • Michael Ashforth is set to take over as chairman from Michael Chaney following the annual general meeting in November.
  • Activist investor Elliott disclosed a stake of more than A$1 billion and has pushed for major board changes amid persistent share underperformance; Northern Star's shares are down 23% year-to-date in 2026, aligned with recent declines in gold prices.

Northern Star Resources Ltd announced a change at its top executive level on Tuesday, appointing Suresh Vadnagra as chief executive officer, with the role to commence on October 5. Vadnagra will succeed Stuart Tonkin, the company said in a statement.

The miner also disclosed an upcoming change at the board level: Michael Ashforth will replace Michael Chaney as chairman following the firm's annual general meeting in November, the company said in a separate statement.

Both moves come in the wake of pressure from activist investor Elliott Investment Management. Last month Elliott revealed it holds a stake in Northern Star exceeding A$1 billion and urged the company to pursue a thorough overhaul of its board to boost shareholder returns.

Elliott cited persistent underperformance in Northern Star's shares as part of its case for more substantial changes to the company's leadership and governance. The activist investor called for broad revisions across the board to improve returns for shareholders.

Northern Star's equity performance has been weak so far this year, with shares down 23% year-to-date in 2026. The company noted that its stock declines have tracked lower gold prices over the past three months.


Context and implications

The announced executive and board transitions address calls for change from a major shareholder and come as the company's share price has fallen sharply in 2026. The new chief executive's background at Glencore offers a different corporate pedigree from the outgoing leader, though the company has provided limited detail beyond the timing and identities of the incoming executives.

Details regarding any further board-level changes or strategic shifts were not provided in the company's statements.


Summary of key developments

  • Suresh Vadnagra, formerly at Glencore, named Northern Star CEO effective October 5.
  • Michael Ashforth to succeed Michael Chaney as chairman after the November AGM.
  • Activist Elliott Investment Management disclosed a stake above A$1 billion and demanded board overhaul.

Risks

  • Continued share underperformance - the company's stock has fallen 23% so far in 2026, which may sustain investor pressure on management and governance (affects equity markets and the mining sector).
  • Uncertainty around further board or strategic changes - Elliott's call for sweeping changes increases governance risk and could lead to further disruption as the company implements any reforms (affects corporate governance and investor relations in the mining sector).
  • Exposure to gold price movements - recent declines in gold over the past three months have correlated with Northern Star's share price drop, highlighting commodity price risk for the company and its investors (affects commodity markets and gold producers).

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