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Critical Minerals Group Ltd ASX:CMG

M&A Recurring Revenue Telecommunications

0 opened or increased1 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

31 Jan 2026 to today

Commentary 1 comments

DateManagerActionSummary

31 Jan 2026QVG CapitalHeldQVG Capital continues to hold an unnamed IT and telco company — referenced in the context of Critical Minerals Group — because the business generates recurring revenue, operates in the B2B market with one-stop-shop service delivery, and had a very active quarter including the acquisition of Tasmanet out of administration, debt refinancing with a major Australian bank at improved rates, and continued new recurring revenue wins. QVG Capital notes strong synergies from the acquisition and expects FY26 guidance to become more refined over time.

M&A Recurring Revenue TelecommunicationsMonthly Report, price recorded $0.14

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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 CMG.

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About Critical Minerals Group Ltd

Industrials, Metals and Mining

Critical Minerals Group (ASX:CMG) is a Brisbane-based exploration and development company focused on critical minerals. The fund manager commentary currently linked to this ticker in the Thesis Tracker dataset appears to refer to a different company in the IT and telecommunications sector, so it has not been used in this summary and should be reviewed. Critical Minerals Group operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager. Established in 2021, Critical Minerals Group explores for and develops critical minerals projects in Queensland, including the Lindfield vanadium project, which aims to supply vanadium for steel making and vanadium redox flow batteries used in large-scale energy storage, and is progressing studies and partnerships to support development.

Market cap: $8m
Price to earnings: Loss-making
Return on equity: -83.6%
Dividend yield: 0.0%
Price to book: 1.36x
Net margin: -656.7%
52-week range: $0.06 to $0.24

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

Questions

Who is investing in Critical Minerals Group Ltd (ASX:CMG)?

Fund managers including QVG Capital have invested in Critical Minerals Group Ltd (ASX:CMG).

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

The fund manager commentary attached to this ticker appears to refer to a different company, so opportunities specific to Critical Minerals Group cannot be summarised reliably from this data.

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

The fund manager commentary attached to this ticker appears to refer to a different company, so risks specific to Critical Minerals Group cannot be summarised reliably from this data.

What does Critical Minerals Group Ltd (ASX:CMG) do?

Critical Minerals Group Ltd. is an Australian-based exploration and development company established on August 20, 2021, and headquartered in Brisbane. The firm focuses on critical mineral assets essential for the global renewable energy transition, specifically supporting decarbonization and electrification initiatives. Its primary project portfolio includes the Lindfield Project, the Figtree Creek Project, and the Lorena Surrounds Project. The company strategy centers on developing high-value mineral resources to meet the increasing industrial demand for sustainable energy technologies.

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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