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Stanmore Resources Ltd
Metals and Mining
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About Stanmore Resources Ltd
SOURCE
ACTION
FUND MANAGER
DATE
PM Capital continues to hold Stanmore Resources without change, noting the stock rose 19% as the coal sector emerges from a two-year price downturn, helped by European steelmakers restarting operations and reduced Chinese domestic supply. The manager highlights the stock trades under 5 times earnings at spot coal prices, framing the position as benefiting from an improving cyclical backdrop for metallurgical coal without describing any adjustment to the fund's holding.
Monthly Report
31 Aug 2026
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PM Capital
No Change
Monthly Report
Commentary
§ Important Notice
The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Frequently asked questions about Stanmore Resources Ltd (ASX:SMR)
Frequently asked questions
Who is investing in Stanmore Resources Ltd (ASX:SMR)?
Fund managers including Blackwattle Investment Partners, Clime Investment Management, Acorn Capital, Tyndall Asset Management, PM Capital and Seneca Financial Solutions have invested in Stanmore Resources Ltd (ASX:SMR).
What opportunities or catalysts do fund managers highlight for Stanmore Resources Ltd?
PM Capital and Seneca highlight a recovery in metallurgical coal prices, solid production and removal of uncertainty after Anglo American's coal assets went to another buyer.
What are the key risks to the Stanmore Resources Ltd investment thesis, according to fund managers?
PM Capital notes share price falls on weaker sentiment toward energy stocks and benchmark coal prices, showing sensitivity to the coal price cycle.
What is the short interest in Stanmore Resources Ltd (ASX:SMR)?
The short interest in Stanmore Resources Ltd (ASX:SMR) is 0.57% which makes it the 267th most shorted stock on the ASX. Of the 901.4M shares that Stanmore Resources Ltd has on issue, 5.1M have been sold short.
What does Stanmore Resources Ltd (ASX:SMR) do?
Stanmore Resources Ltd. is an Australian-based exploration and development company headquartered in Brisbane. Founded in 2008, the company specializes in the exploration, production, and sale of metallurgical coal. Its key assets include the Isaac Downs Extension, Eagle Downs, and the Lancewood Complex project. Stanmore Resources focuses on leveraging these projects to maintain its position within the metallurgical coal sector.