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Ramelius Resources (ASX:RMS) is a mid-tier gold producer that fund managers back for its growth and record margins. In September 2026, Argonaut named Ramelius among its preferred Australian gold producers, valuing its well-managed, growing operations and a path toward 500,000 to 700,000 ounces by 2030. Katana described the Dalgaranga project acquired with Spartan Resources as a game changer, and Kardinia noted a 26% share price jump on record margins and a five-year growth plan. Endeavor bought into gold sector weakness after a record 68% operating margin. Ramelius Resources operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 32 comments from 15 fund managers, including Argonaut, Katana, Kardinia, Endeavor and Seneca. Founded in 1979 and headquartered in Perth, Ramelius produces gold from Mt Magnet and Edna May in Western Australia and is developing Dalgaranga.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Endeavor Asset Management, Cerutty Macro Fund, Blackwattle Investment Partners, Milford Asset Management, Paradice Investment Management, Ryder Capital, Seneca Financial Solutions, Perennial Partners, Antares Capital, Alliance Bernstein, Oracle Advisory Group, Quest Asset Partners, Kardinia Capital, Argonaut Funds Management and Katana Asset Management have invested in Ramelius Resources Ltd (ASX:RMS).
Managers highlight record operating margins, a strong cash position, a five-year plan targeting around 500,000 ounces by FY30 and the high-grade Dalgaranga project from the Spartan acquisition, according to Kardinia, Katana and Argonaut.
Seneca notes Ramelius sold a large low-grade resource rather than restart production because the economics were unattractive, and Ramelius remains leveraged to the gold price.
Ramelius Resources Ltd. is an Australian gold mining and exploration company headquartered in Perth. Founded in 1979, the company operates through three segments: Mt. Magnet, Edna May, and Exploration. Primary assets include the Mt. Magnet, Edna May, Dalgaranga, Penny, Tampia, and Symes Gold Mines, alongside active exploration projects such as Rebecca and Roe. The Mt. Magnet and Edna May segments focus on gold mining and processing, while the Exploration segment manages the evaluation of gold mineralization. Ramelius Resources manages a diversified portfolio of established mining operations and ongoing exploration activities across key Australian gold regions.
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.