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Resolute Mining Ltd ASX:RSG

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 3 managers in total.

Position history by manager 3 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20252026

31 May 2024 to today

Commentary Showing 2 of 5

DateManagerActionSummary

30 Jun 2026Paradice Investment ManagementHeldParadice does not hold Resolute Mining, which fell 32.3% during the quarter as security-related disruptions in Mali severely impacted operations at the Syama gold mine, with June-quarter production expected around 30koz against an original plan of 40-45koz, alongside road insecurity delaying equipment for the higher-grade A21 open pit and an extended plant shutdown. Paradice notes a falling gold price compounded these operational issues, and that sovereign risk in Mali is the key reason it has avoided Mali-exposed producers, preferring Australian-domiciled gold operators for a more favourable risk-reward profile.

Gold MiningQuarterly Report, price recorded $0.95

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31 May 2025Cadence CapitalHeldCadence Capital continues to hold Resolute Mining Ltd and views the company's acquisition of the Doropo Gold Project from AngloGold Ashanti as a positive strategic move. Cadence Capital believes the acquisition both diversifies Resolute's jurisdictional exposure and enhances longer-term production and cash flows.

Gold MiningMonthly Report, price recorded $0.63

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3 more comments on RSGPro shows every comment, with a link to each source document.

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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 3 managers first commented on RSG.

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About Resolute Mining Ltd

Materials, Metals and Mining

Resolute Mining (ASX:RSG) is a West African gold producer whose performance has been hit by security challenges in Mali. In June 2026, Paradice Investment Management, which does not hold the stock, noted Resolute fell 32% during the quarter after security-related disruptions severely affected operations at its Syama gold mine, with June quarter production expected at around 30,000 ounces, well below original expectations. Resolute Mining operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 5 comments from 3 fund managers, including Paradice Investment Management. Founded in 2001 and headquartered in Perth, Resolute Mining explores for, develops and operates gold mines across Africa, including the Syama mine in Mali and the Mako mine in Senegal, and holds a portfolio of exploration projects across West Africa as it seeks to diversify production beyond its largest operation.

Market cap: $2.3b
Price to earnings: 11.5x
Return on equity: 34.5%
Dividend yield: 0.0%
Price to book: 2.63x
Net margin: 19.8%
52-week range: $0.78 to $1.69

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

Questions

Who is investing in Resolute Mining Ltd (ASX:RSG)?

Fund managers including Cadence Capital, Vinva Investment Management and Paradice Investment Management have invested in Resolute Mining Ltd (ASX:RSG).

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

The available fund manager commentary does not highlight specific opportunities or catalysts for Resolute Mining, focusing instead on recent operational disruption.

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

Paradice highlights security-related disruption in Mali that severely affected production at Syama, cutting expected quarterly output to around 30,000 ounces, reflecting the sovereign and security risks of operating in West Africa.

What does Resolute Mining Ltd (ASX:RSG) do?

Resolute Mining Ltd. is a Perth-based mining company founded in 2001. It operates as a holding company focused on the exploration, development, and operation of gold mining assets across Australia and Africa. The firm manages a diverse portfolio of gold projects throughout these 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.

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