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Peel Mining Ltd ASX:PEX

Base Metals Copper Mining Critical Minerals

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

2026

31 Dec 2025 to today

Commentary 1 comments

DateManagerActionSummary

31 Dec 2025Paradice Investment ManagementInitiatedParadice Investment Management initiated a position in Peel Mining Ltd because the fund has an increasingly positive view on copper and added PEX as part of a basket of copper names following its late September capital raising and a refreshed leadership team focused on unlocking value from the South Cobar Project in New South Wales. Paradice Investment Management notes PEX holds one of the largest tenement positions in the region with a substantial high-grade resource of 22.9 million tonnes at 2.2% copper equivalent across five deposits, and that CEO Nick Woolrych's revitalised strategy aims to accelerate feasibility work, resource expansion, and regional consolidation. The fund views PEX as well-placed to benefit from renewed interest in domestic base metals and growing momentum in the Cobar region, supported by a strong post-raise balance sheet.

Base Metals Copper Mining Critical MineralsMonthly Report, price recorded $0.15

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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 PEX.

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About Peel Mining Ltd

Materials, Metals and Mining

Peel Mining (ASX:PEX), a copper and base metals developer in New South Wales, was added by Paradice Investment Management. In December 2025, Paradice said it recently added Peel Mining to its portfolio following a late-September capital raising, which coincided with a refreshed leadership team, holding an overweight position as the company advances its South Cobar project. Peel Mining operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Paradice Investment Management. Established in 2006 and headquartered in West Perth, Peel Mining explores for and develops copper, zinc, lead, silver and gold deposits in the Cobar Basin of New South Wales, with its South Cobar project including the Mallee Bull and Wirlong copper deposits, and is progressing resource definition and development studies to establish a standalone mining operation, positioning it to benefit from strong copper demand.

Market cap: $143m
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%

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

Questions

Who is investing in Peel Mining Ltd (ASX:PEX)?

Fund managers including Paradice Investment Management have invested in Peel Mining Ltd (ASX:PEX).

What opportunities or catalysts do fund managers highlight for Peel Mining Ltd?

Paradice highlights a capital raising and new leadership team that position Peel to advance its South Cobar copper project.

What are the key risks to the Peel Mining Ltd investment thesis, according to fund managers?

The available commentary does not set out specific risks, though Peel must fund and develop its projects, and its value depends on copper and base metals prices.

What does Peel Mining Ltd (ASX:PEX) do?

Peel Mining Ltd. is an Australian resource exploration and development company established on April 20, 2006. Headquartered in West Perth, Western Australia, the company focuses on precious, base, and specialty metals. Its operations are primarily located across New South Wales and Western Australia. Peel Mining serves investors by advancing mineral projects through exploration and resource development stages.

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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