Notes
3 updatesFast reads for catalyst tracking, risk framing, and scenario checks.
latest note2026-02-09ASX:GBRGold
Great Boulder is conducting an accelerated multi-rig drilling campaign at Side Well to grow and upgrade its gold Resource, funded by two 2025 equity raises. Key to monitor is delivery of new resource statements and burn rate versus liquidity.
one-pagerexplorationhigh-risknear-term-catalyst
2026-02-09ASX:PC2
PC Gold is actively drilling (>16,000 m since mid-2025) but faces near-term dilution risk and funding dependence on upcoming proposed equity issuances.
one-pagerexploration
2026-02-09ASX:SHN
Sunshine Metals is advancing the Ravenswood Consolidated Project with a focus on shallow oxide gold and the pending Liontown Mining Study update. Monitoring centers on the study’s outcomes and ability to underpin a development pathway.
one-pagerexploration