Loading companies…

Rox Resources Ltd ASX:RXL

0 opened or increased3 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 4 managers in total.

Position history by manager Showing 3 of 4 managersSelect a point to see the comment

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

1 more managers have commented on RXLPro shows the full position history for all 4 managers.

Upgrade to Pro

2026

17 Dec 2025 to today

Commentary Showing 2 of 8

DateManagerActionSummary

31 Aug 2026Blackwattle Investment PartnersHeldBlackwattle Investment Partners continues to hold its position in Rox Resources, a Western Australia-based gold developer focused on the Youanmi project, after shares rose 53.3% during the month. Blackwattle attributes the gain to a positive operational update and site visit presented at the Diggers and Dealers conference, which confirmed the project remains on schedule to deliver first gold by mid-2027. The manager notes this update added to positive momentum already building from a rising gold price, reinforcing confidence in the project's development timeline and the broader gold sector tailwind supporting the stock's performance.

Gold MiningMonthly Report, price recorded $0.59

The source document link is a Pro feature

18 May 2026Seneca Financial SolutionsHeldSeneca Financial Solutions continues to hold Rox Resources Ltd as part of the Venus Metals Corporation thesis, noting Rox has recently fully funded its equity portion of the Youanmi project, which is the highest-grade undeveloped WA gold project not already owned by a major or existing producer. Seneca Financial Solutions believes Rox would be incentivised to acquire Venus Metals if a royalty-dedicated player attempts to acquire the Youanmi royalty held by Venus.

Gold Mining M&APresentation, price recorded $0.43

The source document link is a Pro feature

6 more comments on RXLPro shows every comment, with a link to each source document.

Upgrade to Pro

First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 4 managers first commented on RXL.

View Pro

Articles

18 May 2026Rox Resources Nears Production at Youanmi, Broker Targets Well Ahead

About Rox Resources Ltd

Materials, Metals and Mining

Rox Resources (ASX:RXL), a Western Australian gold developer, is backed by fund managers for its high-grade Youanmi project. In August 2026, Blackwattle reported Rox rose 53% after a site visit and positive operational update at Youanmi. Seneca described Youanmi as the highest-grade undeveloped gold project in Western Australia not already owned by a major, noting Rox has fully funded its equity portion of development, and highlighted holdings in Rox through Venture Minerals. Perennial noted a 22% fall in March as gold prices dropped. Rox Resources operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 7 comments from 4 fund managers, including Blackwattle, Seneca and Perennial. Founded in 2003 and headquartered in Perth, Rox Resources is developing the Youanmi gold project in Western Australia's Murchison region, a high-grade underground deposit with a historic mining record, and is progressing toward a construction decision.

Market cap: $815m
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%
52-week range: $0.35 to $0.69

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

Questions

Who is investing in Rox Resources Ltd (ASX:RXL)?

Fund managers including Acorn Capital, Blackwattle Investment Partners, Seneca Financial Solutions and Perennial Partners have invested in Rox Resources Ltd (ASX:RXL).

What opportunities or catalysts do fund managers highlight for Rox Resources Ltd?

Managers highlight Youanmi's status as the highest-grade undeveloped gold project in WA outside a major's hands, a fully funded equity portion and positive operational updates, according to Seneca and Blackwattle.

What are the key risks to the Rox Resources Ltd investment thesis, according to fund managers?

Perennial notes Rox fell 22% when gold prices dropped, and the company still needs to build and ramp up Youanmi.

What does Rox Resources Ltd (ASX:RXL) do?

Rox Resources Ltd. is a Perth-based mineral exploration company founded on November 27, 2003. The company focuses on the exploration and development of key mineral assets in Australia. Its primary project portfolio includes the Fisher East Nickel project, the Collurabbie Nickel-Gold project, and the Mt Fisher Gold project. As an exploration-focused entity, Rox Resources operates within the Australian resources sector, dedicated to identifying and advancing potential mineral deposits through systematic exploration programs.

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.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…