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Ordell Minerals Ltd ASX:ORD

0 opened or increased1 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

28 Feb 2026 to today

Commentary 1 comments

DateManagerActionSummary

28 Feb 2026Lowell Resources Funds ManagementHeldLowell Resources Funds Management continues to hold Ordell Minerals Ltd because the company announced further shallow high-grade gold intercepts at the Barimaia Gold Project in the Murchison region of Western Australia, with highlights including 19 metres at 2.3 grams per tonne gold — with mineralisation remaining open along strike and down-plunge to the east of the main McNabs East deposit.

Gold ExplorationMonthly Report, price recorded $0.86

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Price at first mentionThe share price recorded when each of 1 managers first commented on ORD.

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About Ordell Minerals Ltd

Materials, Metals and Mining

Ordell Minerals (ASX:ORD), a gold explorer in Western Australia, has delivered promising drilling results according to Lowell Resources Funds Management. In February 2026, Lowell reported Ordell announced further shallow, high-grade gold intercepts at its Barimaia Gold Project, noting a market value of around $52 million. Ordell Minerals operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Lowell Resources Funds Management. Founded in 2022 and headquartered in West Perth, Ordell Minerals explores for gold and other metals in Western Australia, focused on the Barimaia project near Mount Magnet in the Murchison region, close to existing processing infrastructure operated by Ramelius Resources, and is drilling to define shallow high-grade resources that could be attractive to nearby producers seeking additional ore feed, making it a potential consolidation target.

Market cap: $32m
Price to earnings: Loss-making
Return on equity: -70.9%
Dividend yield: 0.0%
Price to book: 5.95x
Net margin: -5299.6%
52-week range: $0.35 to $1.06

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

Questions

Who is investing in Ordell Minerals Ltd (ASX:ORD)?

Fund managers including Lowell Resources Funds Management have invested in Ordell Minerals Ltd (ASX:ORD).

What opportunities or catalysts do fund managers highlight for Ordell Minerals Ltd?

Lowell highlights shallow, high-grade gold intercepts at Barimaia near existing processing infrastructure, which could support resource growth or corporate interest.

What are the key risks to the Ordell Minerals Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though Ordell is an early-stage explorer dependent on drilling success and funding.

What does Ordell Minerals Ltd (ASX:ORD) do?

Ordell Minerals Ltd. is an Australian-based metals exploration company headquartered in West Perth. Founded on October 5, 2022, the company specializes in mineral resource development. Its primary exploration portfolio includes three key assets: the Barimaia JV Project, the Goodia Project, and the Fisher South Project. Ordell Minerals focuses on advancing these projects to identify and extract valuable metal resources.

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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