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Catalyst Metals Ltd ASX:CYL

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 3 managers in total.

Position history by manager 3 managersSelect a point to see the comment

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

2026

31 Mar 2025 to today

Commentary Showing 2 of 3

DateManagerActionSummary

31 Dec 2025Oracle Advisory GroupHeldOracle Advisory Group continues to hold Catalyst Metals Ltd because the company has a producing gold mine in Meekatharra, Western Australia, and has delivered strong organic growth since consolidating the Plutonic–Marymia Gold Belt, with production increasing from 48,000 ounces in FY24 to 86,000 ounces in FY25 and forecast to exceed 100,000 ounces in FY26.

Gold MiningQuarterly Report, price recorded $7.36

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30 Sep 2025Collins St Asset ManagementReducedThe fund manager substantially reduced their position in Catalyst Metals following a phenomenal share price rise from under 50 cents in mid-2023 to over $8.00 at quarter-end. The manager notes the company has successfully established and operated a sustainable gold mining business across the Plutonic gold belt in Western Australia and the Bendigo district in Victoria. The manager highlights that the fund's total return from the investment, including proceeds from a convertible note originally costing $9 million, amounts to approximately $42.25 million in combined cash and shares, representing an exceptional outcome for investors.

Gold MiningQuarterly Report, price recorded $7.90

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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 3 managers first commented on CYL.

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About Catalyst Metals Ltd

Materials, Metals and Mining

Catalyst Metals (ASX:CYL), a Western Australian gold producer, is held by Oracle Advisory Group for its production growth. In December 2025, Oracle noted Catalyst has one producing gold mine near Meekatharra in Western Australia and a second project, the Bendigo Gold Project in Victoria, which is not yet in development, highlighting its growth since consolidating its Western Australian assets. Catalyst Metals operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 3 comments from 3 fund managers, including Oracle Advisory Group. Founded in 2006 and headquartered in West Perth, Catalyst Metals explores for, develops and produces gold, operating the Plutonic Gold Belt in Western Australia, which includes the Plutonic underground mine and processing plant, and holding exploration and development projects in Victoria's Bendigo region, and has grown rapidly through acquisitions and production increases at Plutonic as gold prices rose.

Market cap: $1.4b
Price to earnings: 17.1x
Return on equity: 26.3%
Dividend yield: 0.0%
Price to book: 3.07x
Net margin: 29.4%
52-week range: $4.48 to $9.80

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

Questions

Who is investing in GBM Resources Ltd (ASX:CYL)?

Fund managers including Milford Asset Management, Collins St Asset Management and Oracle Advisory Group have invested in GBM Resources Ltd (ASX:CYL).

What opportunities or catalysts do fund managers highlight for GBM Resources Ltd?

Oracle highlights Catalyst's producing gold operations near Meekatharra and the longer-term option provided by the Bendigo Gold Project in Victoria.

What are the key risks to the GBM Resources Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though Catalyst relies on a single main producing operation and its earnings are leveraged to the gold price.

What does Catalyst Metals Ltd (ASX:CYL) do?

Catalyst Metals Ltd. is an Australian mineral exploration, development, and gold production company. Founded in 2006 and headquartered in West Perth, the company manages a portfolio of assets including the Plutonic Gold Mine in Western Australia and the Bendigo Gold project. Catalyst Metals operates through four primary segments: Victoria, Tasmania, Western Australia, and Corporate. The company focuses on the strategic acquisition and development of high-potential mineral properties to drive gold production.

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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