Loading companies…

Chalice Mining Ltd ASX:CHN

0 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 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 1 comments

DateManagerActionSummary

31 Jan 2025Eley Griffiths GroupHeldEley Griffiths Group continues to hold Chalice Mining Ltd because it believes the Gonneville palladium-nickel-copper project in Western Australia is uniquely positioned to benefit from improving platinum group element prices and increasing strategic value as supply chain sovereignty becomes a priority. Eley Griffiths Group notes that palladium headwinds — including oversupply and weak EV demand sentiment — are dissipating as hybrid vehicle adoption increases demand for catalytic converters, while Gonneville's scale and strategic project status with both federal and state governments further underpin the investment thesis.

Critical MineralsArticle, price recorded $1.14

The source document link is a Pro feature

First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on CHN.

View Pro

About Chalice Mining Ltd

Materials, Metals and Mining

Chalice Mining (ASX:CHN), developer of one of Australia's largest critical metals discoveries, has been held by Eley Griffiths Group. In January 2025, Eley Griffiths described Chalice as the 100% owner and developer of the Gonneville project in Western Australia, one of the largest palladium-nickel-copper sulphide discoveries globally, highlighting its strategic value as a potential long-life source of critical metals. Chalice Mining operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Eley Griffiths Group. Founded in 2005 and headquartered in West Perth, Chalice explores for and develops mineral resources, focused on the Gonneville palladium, platinum, nickel, copper and cobalt deposit at its Julimar project near Perth, discovered in 2020, and is progressing studies and permitting while seeking strategic partners to fund development, alongside exploration elsewhere in Western Australia and Canada.

Market cap: $359m
Price to earnings: Loss-making
Return on equity: -17.8%
Dividend yield: 0.0%
Price to book: 4.34x
Net margin: 5929.6%
52-week range: $0.91 to $2.63

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

Questions

Who is investing in Chalice Mining Ltd (ASX:CHN)?

Fund managers including Eley Griffiths Group have invested in Chalice Mining Ltd (ASX:CHN).

What opportunities or catalysts do fund managers highlight for Chalice Mining Ltd?

Eley Griffiths highlights Gonneville's scale as one of the world's largest palladium-nickel-copper discoveries, offering long-term strategic value in critical metals.

What are the key risks to the Chalice Mining Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though Chalice faces significant funding, permitting and commodity price risks before Gonneville can be developed.

What does Chalice Mining Ltd (ASX:CHN) do?

Chalice Mining Ltd. is an Australian mineral exploration and development company founded in 2005. Headquartered in West Perth, the company focuses on advancing key resource projects. Its primary assets include the Julimar Nickel-Copper-PGE project and the Hawkstone Nickel-Copper-Cobalt project. Chalice Mining remains dedicated to the exploration and development of these strategic mineral deposits.

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.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…