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St George Mining Ltd ASX:SGQ

0 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

30 Sep 2025 to today

Commentary 1 comments

DateManagerActionSummary

30 Sep 2025Phoenix Growth FundHeldPhoenix Growth Fund continues to hold St George Mining after the share price surged from 4.7 cents to 12.5 cents during September, driven by a series of promising exploration updates including new discovery holes at the company's Araxá Rare Earth and Niobium Project in Brazil. The fund notes that the company subsequently announced a $72.5 million capital raise to advance the project, with strategic investors including Gina Rinehart's Hancock Prospecting participating in the placement. Phoenix Growth Fund first invested at 2 cents plus options earlier in the year.

Critical Minerals Rare EarthsMonthly Report, price recorded $0.13

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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 SGQ.

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About St George Mining Ltd

Materials, Metals and Mining

St George Mining (ASX:SGQ), a critical minerals explorer, surged on promising drilling results. In September 2025, Phoenix Growth Fund reported St George's share price rose from 4.7 cents to 12.5 cents during the month, driven by a series of promising results from its Araxá rare earths and niobium project in Brazil. St George Mining operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Phoenix Growth Fund. Founded in 2009 and headquartered in West Perth, St George Mining explores for critical minerals, focused on the Araxá niobium and rare earths project in Minas Gerais, Brazil, near the world's largest niobium mine, along with nickel and lithium projects in Western Australia, positioning it to benefit from demand for niobium and rare earths in steel, batteries and magnets.

Market cap: $254m
Price to earnings: Loss-making
Return on equity: -63.3%
Dividend yield: 0.0%
Price to book: 3.46x
Net margin: -31769.5%
52-week range: $0.06 to $0.18

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

Questions

Who is investing in St George Mining Ltd (ASX:SGQ)?

Fund managers including Phoenix Growth Fund have invested in St George Mining Ltd (ASX:SGQ).

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

Phoenix highlights strong drilling results from the Araxá rare earths and niobium project, which drove a sharp share price increase.

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

The available commentary does not set out specific risks, though St George is an explorer that must define resources and secure funding.

What does St George Mining Ltd (ASX:SGQ) do?

St. George Mining Ltd. is a mining exploration company focused on creating shareholder value through the discovery of mineral deposits. Founded on October 19, 2009, the company is headquartered in West Perth, Australia. This company overview is relevant for investors reviewing mining exploration activity, business focus, and corporate background.

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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