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Valiant Gold Ltd ASX:VAL

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 Valiant Gold because the company offers a capital-efficient pathway to cash flow through an Ore Purchase Agreement with Westgold Resources, which provides access to established processing infrastructure without the upfront capital intensity of building a plant. Perennial notes Valiant was spun out of Westgold to unlock value from non-core brownfields gold assets in Western Australia's Murchison Goldfield, with Westgold remaining a significant shareholder and strategic partner. The firm views this structure as significantly reducing execution risk relative to typical junior developers.

Gold ExplorationMonthly Report, price recorded $0.22

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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 VAL.

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About Valiant Gold Ltd

Materials, Metals and Mining

Valiant Gold (ASX:VAL), an emerging Western Australian gold company, is held by Perennial Partners. In May 2026, Perennial described Valiant Gold as an emerging Australian gold exploration and development company focused on advancing a portfolio of brownfield assets, highlighting the potential for development close to existing infrastructure. Valiant Gold operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Perennial Partners. Valiant Gold is an Australian mineral exploration and development company focused on gold assets in Western Australia, with a project portfolio including the Reedy project in the Murchison region and the Cosmo project, areas with historical mining activity, and is drilling and studying its assets to define resources and pathways to production, benefiting from strong gold prices.

Market cap: $74m
Dividend yield: 0.0%
52-week range: $0.18 to $0.35

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

Questions

Who is investing in Valiant Gold Ltd (ASX:VAL)?

Fund managers including Perennial Partners have invested in Valiant Gold Ltd (ASX:VAL).

What opportunities or catalysts do fund managers highlight for Valiant Gold Ltd?

Perennial highlights Valiant's portfolio of brownfield gold assets near existing infrastructure, which could support a faster path to production.

What are the key risks to the Valiant Gold Ltd investment thesis, according to fund managers?

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

What does Valiant Gold Ltd (ASX:VAL) do?

Valiant Gold Ltd is an Australian mineral exploration and development company focused on gold assets. Its project portfolio includes the Reedy Project and the Comet Project, both located in the Murchison region of Western Australia. The Reedy Project sits between Cue and Meekatharra, while the Comet Project is within the Murchison Province of the Youanmi Terrane in the Archaean Yilgarn Craton. Founded in 2025, Valiant Gold Ltd is headquartered in Perth, Australia. Investors can review its gold exploration exposure through these key Western Australian projects.

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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