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MLG Oz (ASX:MLG), a mining services provider in Western Australia, was a strong performer for NGE Capital. In February 2026, NGE reported MLG Oz's share price rose around 58% during 2025, describing it as a provider of integrated mining services, including ore haulage, crushing and screening and site services, which benefited from strong activity across Western Australia's gold sector. MLG Oz operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 5 comments from 2 fund managers, including NGE Capital. Founded in 2002 by Murray Leahy and headquartered in Kalgoorlie, Western Australia, MLG Oz provides bulk haulage, site services, open-pit mining, crushing and screening, and construction materials supply to gold and nickel miners across the Goldfields region, with a large fleet of road trains and equipment servicing many of the region's major and mid-tier producers under long-term contracts.
Company figures as of 15 Oct 2026. For information only.
Fund managers including NGE Capital and Renaissance Asset Management have invested in MLG OZ Ltd (ASX:MLG).
NGE highlights strong share price performance driven by MLG's integrated mining services for Western Australia's buoyant gold sector.
The available commentary does not detail specific risks, though MLG's earnings depend on gold mining activity in the Goldfields and fuel and labour costs.
MLG Oz Ltd provides comprehensive haulage, site services, open-pit mining, and crushing and screening services. Established in 2002 by Murray Leahy, the company is headquartered in Kalgoorlie, Australia. MLG Oz Ltd supports the resource sector through its integrated logistics and mining support operations.
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.