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GBM Resources (ASX:GBM), a gold and copper explorer, appears in Collins St Asset Management's portfolio disclosures. In June 2025, Collins St listed GBM Resources among holdings related to credit-style investments, noting an early repayment agreement scheduled for September 2025, indicating its exposure was structured as a loan or note rather than a straightforward equity position. GBM Resources operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Collins St Asset Management. Founded in 2007 and headquartered in Milton, Brisbane, GBM Resources explores for and develops gold and copper-gold deposits in Queensland, including the Twin Hills and Mount Coolon projects in the Drummond Basin and the White Dam gold project in South Australia, and has pursued asset sales and partnerships to fund development and reduce debt.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Collins St Asset Management have invested in GBM Resources Ltd (ASX:GBM).
Collins St's commentary indicates an agreement for early repayment of its exposure, which would return capital ahead of schedule.
The available commentary is limited and does not detail specific risks, though GBM is a small explorer that has relied on asset sales and financing to fund its activities.
GBM Resources Ltd. is an Australian mineral exploration and development company founded on April 3, 2007, and headquartered in Milton. The firm specializes in gold and copper-gold deposits across Eastern Australia. Its project portfolio includes Mount Coolon, Yandan, Twin Hills, Malmsbury, White Dam, Mount Morgan, and Mayfield. GBM Resources focuses on identifying and advancing high-potential mineral tenements within these 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.