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Antipa Minerals Ltd ASX:AZY

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

31 Jan 2025 to today

Commentary Showing 2 of 8

DateManagerActionSummary

14 Oct 2026Seneca Financial SolutionsHeldSeneca Financial Solutions continues to hold Antipa Minerals (ASX:AZY), viewing it as ripe for takeover. Seneca believes the peak of the M&A cycle is still ahead and that, following larger-scale deals in the Western Australian gold sector, bolt-on acquisitions are about to begin. Seneca also suggests Greatland Gold should pursue Antipa rather than processing low-grade stockpiles.

Gold ExplorationAnnual Report, price recorded $0.50

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2 Jul 2026Seneca Financial SolutionsHeldSeneca Financial Solutions confirms it remains long Antipa Minerals, citing the company's 2.9 million ounce gold deposit located near the Telfer open-pit reserve, with a grade more than double that of the Telfer deposit, as supporting continued conviction in the holding.

Gold MiningArticle, price recorded $0.59

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6 more comments on AZYPro shows every comment, with a link to each source document.

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First mention by manager

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Price at first mentionThe share price recorded when each of 2 managers first commented on AZY.

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Articles

14 Oct 2026Antipa Minerals Named Top Takeover Pick as Telfer Ore Runs Down

About Antipa Minerals Ltd

Materials, Metals and Mining

Antipa Minerals (ASX:AZY), a gold explorer near Telfer, is a top takeover pick for Seneca. In July 2026, Seneca said it remains long Antipa, which has a 2.9 million ounce gold deposit nearby with a grade more than double the Telfer open-pit reserve. In January 2026, Seneca named Antipa its top 2026 takeover pick and a top-five fund holding, with its thesis that Greatland Resources needs to acquire Antipa's higher-grade Minyari Dome project to support Telfer. Seneca noted volatility despite a resource upgrade to 2.9 million ounces. Antipa Minerals operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 7 comments from 2 fund managers, including Seneca Financial Solutions. Founded in 2010 and headquartered in West Perth, Antipa explores for gold and copper in Western Australia's Paterson Province, led by the Minyari Dome project.

Market cap: $311m
Price to earnings: Loss-making
Return on equity: -4.9%
Dividend yield: 0.0%
Price to book: 3.12x
Net margin: -328.8%
52-week range: $0.47 to $0.86

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Antipa Minerals Ltd (ASX:AZY)?

Fund managers including Seneca Financial Solutions and Lion Selection Group have invested in Antipa Minerals Ltd (ASX:AZY).

What opportunities or catalysts do fund managers highlight for Antipa Minerals Ltd?

Seneca highlights Antipa's 2.9 million ounce high-grade resource near Telfer and the strategic logic for Greatland Resources to acquire it to feed Telfer's mill.

What are the key risks to the Antipa Minerals Ltd investment thesis, according to fund managers?

Seneca notes continued share price volatility despite resource upgrades, and the takeover thesis depends on Greatland or another buyer acting.

What does Antipa Minerals Ltd (ASX:AZY) do?

Antipa Minerals Ltd. is an Australian mineral exploration and development company headquartered in West Perth. Founded on November 1, 2010, the company focuses on advancing its high-potential project portfolio. Key assets include the Citadel, Paterson, and Wilki projects, located in Western Australia. Antipa Minerals is dedicated to systematic exploration activities aimed at discovering and developing economic mineral resources within these prospective geological regions.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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