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Manuka Resources (ASX:MKR), an emerging precious metals producer, contributed to performance for ALC Capital. In February 2026, ALC reported Manuka was a contributor, describing it as an emerging precious metals producer with a portfolio of gold and silver assets in New South Wales, along with a vanadium-titanium iron sands project in New Zealand. Manuka Resources operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, ALC Capital. Headquartered in Sydney, Manuka Resources owns the Mt Boppy gold mine and the Wonawinta silver project near Cobar in New South Wales, along with the Taranaki VTM iron sands project offshore New Zealand, and is working to restart silver production at Wonawinta to benefit from strong silver prices.
Company figures as of 15 Oct 2026. For information only.
Fund managers including ALC Capital have invested in Manuka Resources Ltd (ASX:MKR).
ALC highlights Manuka's gold and silver assets in NSW, which provide leverage to strong precious metals prices as it restarts production.
The available commentary does not detail specific risks, though Manuka must execute its production restart and secure funding.
Manuka Resources Ltd is a mining company focused on gold and silver mining and exploration in Australia. It operates through three segments: Exploration NZ, Exploration Australia, and Operations. Exploration NZ covers mining and exploration leases at the Taranaki VTM Project. Exploration Australia covers existing gold and silver leases and exploration leases at the Wonawinta and Mt Boppy projects. The Operations segment includes the appraisal, development, and processing of gold and silver deposits. Founded on April 20, 2016, the company is headquartered in Sydney, Australia.
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.