Notes
9 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:EVN
Evolution Mining’s near-term focus is executing the approved Cowal OPC life extension, after clearing permitting and board hurdles, with cash generation as key to watch.
one-pagerproducer
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:IVZ
Invictus Energy targets Musuma-1 drilling in H1 2026, positioning it as a high-impact exploration catalyst; real-time schedule and regulatory updates remain key.
one-pagerexploration
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: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: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
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