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Predictive Discovery (ASX:PDI), a West African gold company, has merged with Robex Resources to create a growing producer. In April 2026, Cadence Capital reported the merger with Robex finalised on 15 April, targeting more than 400,000 ounces of annual gold production by 2029. In March, Cadence explained the position began as Robex Resources, a Canadian-listed company it knew well, before becoming PDI. Paragon noted Predictive performed well in October 2025, though offset by a broader correction in gold holdings. Predictive Discovery operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 3 comments from 2 fund managers, Cadence and Paragon. Headquartered in Perth, Predictive Discovery is developing the Bankan gold project in Guinea, one of West Africa's largest recent gold discoveries, and following the Robex merger owns the producing Nampala mine in Mali and the Kiaka-adjacent projects.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Cadence Capital and Paragon Funds have invested in Predictive Discovery Ltd (ASX:PDI).
Cadence highlights the Robex merger, creating a company targeting more than 400,000 ounces of annual production by 2029 from Bankan and producing assets.
The available commentary does not detail specific risks, though Predictive faces sovereign and development risks in Guinea and Mali, and Paragon notes gold sector volatility.
Predictive Discovery Ltd. is a mineral exploration company focused on identifying and developing economic reserves. The company operates through Corporate and Gold Guinea segments. Founded on August 22, 2007, Predictive Discovery Ltd. is headquartered in Subiaco, 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.