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Silver Mines Ltd ASX:SVL

0 opened or increased1 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

19 Apr 2026 to today

Commentary 1 comments

DateManagerActionSummary

31 May 2026Perennial PartnersHeldPerennial Partners continues to hold Silver Mines because Sentinel Metals — described here in the context of a gold developer — rallied during the period as the market anticipated the commencement of drilling at its 100% owned Columbia Gold Project in Montana, even as the gold price was slightly weaker.

Gold ExplorationMonthly Report, price recorded $0.16

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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 SVL.

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About Silver Mines Ltd

Materials, Metals and Mining

Silver Mines (ASX:SVL) is an Australian mining and exploration company focused on silver and polymetallic assets. The fund manager commentary currently linked to this ticker in the Thesis Tracker dataset refers to Sentinel Metals, a different company, so it has not been used in this summary and should be reviewed. Silver Mines operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager. Silver Mines is developing the Bowdens Silver Project near Mudgee in New South Wales, one of Australia's largest undeveloped silver deposits, which also contains zinc and lead, and is progressing environmental approvals and development planning, positioning it to benefit from rising silver demand from solar panels and electronics.

Market cap: $282m
Price to earnings: Loss-making
Return on equity: -2.0%
Dividend yield: 0.0%
Price to book: 1.85x
Net margin: -957.2%
52-week range: $0.12 to $0.28

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

Questions

Who is investing in Silver Mines Ltd (ASX:SVL)?

Fund managers including Perennial Partners have invested in Silver Mines Ltd (ASX:SVL).

What opportunities or catalysts do fund managers highlight for Silver Mines Ltd?

The fund manager commentary attached to this ticker refers to Sentinel Metals rather than Silver Mines, so opportunities specific to Silver Mines cannot be summarised reliably from this data.

What are the key risks to the Silver Mines Ltd investment thesis, according to fund managers?

The fund manager commentary attached to this ticker refers to Sentinel Metals rather than Silver Mines, so risks specific to Silver Mines cannot be summarised reliably from this data.

What does Silver Mines Ltd (ASX:SVL) do?

Silver Mines Ltd is an Australian mining and exploration company focused on the exploration and development of silver and polymetallic assets. The company operates across two segments: Mining and Exploration Operations and Agricultural Operations. Its key projects include the Bowdens Silver Project and the Barabolar Project. Founded in 2004, Silver Mines Ltd is headquartered in Sydney, Australia. Investors reviewing Silver Mines can assess its project portfolio, operational structure, and exposure to silver-focused resource development.

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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