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Native Mineral Resources Holdings Ltd ASX:NMR

0 opened or increased0 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

2026

30 Jun 2025 to today

Commentary 1 comments

DateManagerActionSummary

30 Jun 2025Collins St Asset ManagementHeldCollins St Asset Management continues to hold Native Mineral Resources Holdings Ltd because the company has made excellent progress following its formal takeover of the Northern Queensland Blackjack processing plant and tenements in November 2024. Collins St Asset Management notes that NMR completed its first gold pour in July and is progressing toward full operational readiness. The fund also received a $3 million loan repayment in June as scheduled, with further repayments planned from February 2026. Additionally, as the lender and royalty holder, the fund will receive a 2% royalty on all gold sourced from the area, with broker estimates suggesting initial production of 20,000–30,000 ounces per annum — implying royalty income of $2–3 million per annum for the fund.

Gold MiningQuarterly Report, price recorded $0.19

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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 NMR.

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About Native Mineral Resources Holdings Ltd

Materials, Metals and Mining

Native Mineral Resources (ASX:NMR), a mineral explorer and developer, is held by Collins St Asset Management for its project turnaround. In June 2025, Collins St said Native Mineral Resources had made excellent progress over the previous three months, after formally taking over its project in November 2024, with the team appearing to execute well on bringing it toward production. Native Mineral 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 2020 and headquartered in Port Macquarie, New South Wales, Native Mineral Resources explores for and develops mineral projects in Queensland and New South Wales, including the Palmerville and Blackjack gold projects in North Queensland, where it is working to restart gold processing operations using existing infrastructure, aiming to generate early cash flow to fund further exploration and development across its portfolio of copper and gold tenements.

Market cap: $60m
Price to earnings: Loss-making
Return on equity: -638.6%
Dividend yield: 0.0%
Price to book: 8.02x
Net margin: -302.0%
52-week range: $0.04 to $0.14

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

Questions

Who is investing in Native Mineral Resources Holdings Ltd (ASX:NMR)?

Fund managers including Collins St Asset Management have invested in Native Mineral Resources Holdings Ltd (ASX:NMR).

What opportunities or catalysts do fund managers highlight for Native Mineral Resources Holdings Ltd?

Collins St highlights excellent progress since Native Mineral Resources took over its project in November 2024, suggesting a path toward production and cash flow.

What are the key risks to the Native Mineral Resources Holdings Ltd investment thesis, according to fund managers?

The available commentary does not set out specific risks, though as a small explorer and developer the company faces funding, execution and commodity price risks.

What does Native Mineral Resources Holdings Ltd (ASX:NMR) do?

Native Mineral Resources Holdings Ltd. is an Australian mineral exploration and mining company headquartered in Port Macquarie. Founded on August 7, 2020, the company focuses on identifying and developing gold and copper assets. Its exploration portfolio includes strategic projects located in Queensland and Western Australia, alongside lithium exploration projects in Canada. The company provides investors with focused project updates across its Australian and international resource assets, operating as a publicly listed entity committed to resource discovery and mineral development.

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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