Loading companies…

OD6 Metals Ltd ASX:OD6

1 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

31 Mar 2026 to today

Commentary 1 comments

DateManagerActionSummary

31 Mar 2026Phoenix Growth FundIncreasedPhoenix Growth Fund increased its position in OD6 Metals after the company raised $3.4 million at $0.05 to complete its Nevada fluorspar acquisition. The fund highlights the valuation disparity between OD6's approximately $10 million market capitalisation at the time of the raise and the more advanced fluorspar peer Tivan, which trades at a $700 million market capitalisation, as illustrative of the potential re-rating opportunity.

Critical MineralsMonthly Report, price recorded $0.11

The source document link is a Pro feature

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 OD6.

View Pro

About OD6 Metals Ltd

Materials, Metals and Mining

OD6 Metals (ASX:OD6), a critical minerals explorer, raised capital to complete a fluorspar acquisition. In March 2026, Phoenix Growth Fund reported OD6 raised $3.4 million at five cents per share to complete its acquisition of a Nevada fluorspar project, noting the market became excited about its exposure to fluorspar, a critical mineral. OD6 Metals operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Phoenix Growth Fund. OD6 Metals is an Australian exploration company focused on critical minerals, including rare earths and copper, with the Splinter Rock rare earths project in Western Australia and, following its acquisition, a fluorspar project in Nevada, positioning it to supply minerals used in batteries, semiconductors, steel production and refrigerants as the US seeks domestic critical mineral supplies.

Market cap: $27m
Price to earnings: Loss-making
Return on equity: -15.4%
Dividend yield: 0.0%
Price to book: 2.47x
52-week range: $0.05 to $0.23

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

Questions

Who is investing in OD6 Metals Ltd (ASX:OD6)?

Fund managers including Phoenix Growth Fund have invested in OD6 Metals Ltd (ASX:OD6).

What opportunities or catalysts do fund managers highlight for OD6 Metals Ltd?

Phoenix highlights OD6's acquisition of a Nevada fluorspar project, providing exposure to a critical mineral sought by US supply chains.

What are the key risks to the OD6 Metals Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though OD6 is a small explorer reliant on capital raisings.

What does OD6 Metals Ltd (ASX:OD6) do?

OD6 Metals Limited is an Australia-based exploration company focused on critical minerals, including rare earths and copper. Its projects include the Gulf Creek Copper-Zinc volcanogenic massive sulfide (VMS) Project near Barraba, New South Wales, covering 23 km2 under exploration licence EL-8492, and the 100% owned Splinter Rock and Grass Patch Projects in Western Australia’s Esperance-Goldfields region. Splinter Rock covers approximately 2,579 km2 and includes six granted exploration licences: E63/2115, E69/3904, E69/3905, E69/3907, E69/3893 and E69/3894.

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.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…