Notes
5 updatesFast reads for catalyst tracking, risk framing, and scenario checks.
latest note2026-02-09ASX:AWJGold
Auric Mining entered a near-term process-to-cash window with Munda ore processing commencing in October 2025 and Burbanks facility acquisition completed. Monitoring centers on first cash receipt from Munda ore in November 2025 versus issuer expectations.
one-pagerproducernear-term-catalystdilution-risk
2026-02-09ASX:GBR
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-pagerexploration
2026-02-09ASX:STN
Saturn Metals released a PFS and maiden Ore Reserve on its Apollo Hill Gold Project; future progress now depends on clear funding pathway updates and follow-on decisions.
one-pagerdevelopment
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
2026-02-09ASX:WGR
WGR’s thesis centres on transitioning Gold Duke from studies into mining, supported by a Board-approved decision and toll milling. Monitor Q1 2026 mobilisation.
one-pagerdevelopment