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:VTX
Vertex Minerals’ near-term case hinges on whether the transition to underground high-grade ore production at Reward delivers improved cash receipts or cost reductions, observable in quarterly results versus the December 2025 baseline.
one-pagerproducer