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Viridis Mining and Minerals Ltd ASX:VMM

Critical Minerals Rare Earths Gold Exploration

0 opened or increased4 held1 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 5 managers in total.

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2026

16 Apr 2026 to today

Commentary Showing 2 of 6

DateManagerActionSummary

30 Jun 2026Wilson Asset ManagementHeldWilson Asset Management continues to hold Viridis Mining and Minerals because the manager views the company as advancing a large-scale rare earths project in Brazil that is well positioned as offtake partners are secured across the United States, Europe and Asia. This diversified customer base across major global markets supports the fund's confidence in the project's commercial viability, reinforcing Wilson's broader thematic exposure to rare earth supply chain diversification outside traditional Chinese sources of production.

Rare EarthsAnnual Report, price recorded $3.52

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31 May 2026Antares CapitalHeldAntares Capital continues to hold Viridis Mining and Minerals because a series of de-risking catalysts in late May — including first production of Mixed Rare Earth Carbonate from its demonstration plant, opening of its rare earth processing centre, progress on offtake discussions with Western buyers and lodgement of its Installation Licence — supported strong share price performance. The fund views the H2 2026 targeted final investment decision as a key upcoming catalyst, supported by a favourable rare earth thematic driven by strategic supply security concerns.

Critical Minerals Rare EarthsMonthly Report, price recorded $3.86

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4 more comments on VMMPro shows every comment, with a link to each source document.

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First mention by manager

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Price at first mentionThe share price recorded when each of 5 managers first commented on VMM.

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Articles

30 Jun 2026Viridis Mining Surged to Highs as Its Rare Earths Project De-Risked
31 May 2026Viridis Mining Draws Fund Backing on Brazil Rare Earths Project

About Viridis Mining and Minerals Ltd

Materials, Metals and Mining

Viridis Mining and Minerals (ASX:VMM), a rare earths developer in Brazil, has surged on de-risking milestones. In June 2026, Wilson Asset Management said Viridis is advancing a large-scale rare earths project in Brazil and is well positioned as offtake partners seek non-Chinese supply. Antares, which holds an overweight position, reported a near 50% surge to all-time highs in April and further gains in May after first production of mixed rare earth carbonate from its pilot plant. SG Hiscock noted three meaningful milestones at its Colossus project, and Cerutty highlighted the strategic importance of critical minerals. Viridis operates in the Materials sector within the Metals and Mining industry, and Thesis Tracker has captured 6 comments from 5 fund managers, including Wilson, Antares, SG Hiscock and Cerutty. Founded in 2006 and headquartered in Perth, Viridis is developing the Colossus ionic clay rare earths project in Minas Gerais, Brazil.

Market cap: $501m
Price to earnings: Loss-making
Return on equity: -10.0%
Dividend yield: 0.0%
Price to book: 9.65x
Net margin: -684262.2%
52-week range: $0.87 to $4.58

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

Questions

Who is investing in Viridis Mining and Minerals Ltd (ASX:VMM)?

Fund managers including Cerutty Macro Fund, Antares Capital, Quest Asset Partners, SG Hiscock & Company and Wilson Asset Management have invested in Viridis Mining and Minerals Ltd (ASX:VMM).

What opportunities or catalysts do fund managers highlight for Viridis Mining and Minerals Ltd?

Managers highlight first production of mixed rare earth carbonate, de-risking milestones at Colossus and strong offtake interest for non-Chinese rare earths supply, according to Wilson, Antares and SG Hiscock.

What are the key risks to the Viridis Mining and Minerals Ltd investment thesis, according to fund managers?

The available commentary is positive, though Viridis must fund and build a full-scale project, and rare earths prices can be volatile.

What does Viridis Mining and Minerals Ltd (ASX:VMM) do?

Viridis Mining and Minerals Ltd. is an Australian mineral exploration company headquartered in Perth. Founded on September 28, 2006, the firm prioritizes the development of a portfolio of coal assets located in Indonesia. The company focuses on resource identification and exploration activities within the Indonesian mining sector.

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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