Argonaut Funds Management

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Comments8

Companies7

Positions opened2

Positions exited0

Last published7 Sep 2026

Companies discussed, last 12 months

7 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

NXGNexgen Energy (Canada)Held RMSRamelius ResourcesHeld GMDGenesis MineralsHeld CMMCapricorn MetalsHeld GGPGreatland ResourcesInitiated

2 more companiesEvery company Argonaut Funds Management has discussed in the past year.

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Commentary

DateManagerCompanyActionSummary

7 Sep 2026Argonaut Funds Management NXGHeldArgonaut Funds Management continues to hold NexGen Energy without change, viewing it as holding the highest-quality uranium project globally, located in Canada's Athabasca Basin. The manager describes the project as low cost and very high grade, targeting production of up to 30 million pounds of uranium per year from around 2030 to 2032, underpinning a long-term positive view on the development-stage uranium producer's growth trajectory.

Article, price recorded $14.84

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7 Sep 2026Argonaut Funds Management RMSHeldArgonaut Funds Management continues to hold Ramelius Resources without change, rounding out the fund's list of preferred Australian gold producers. The manager values the company for well-managed, growing operations that are expected to scale toward 500,000 to 700,000 ounces of annual gold production by 2030, alongside dividends the manager considers likely to follow as the business continues expanding its production base over the coming years.

Article, price recorded $3.92

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6 more commentsEvery comment this manager has published, with sources.

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About Argonaut Funds Management

Sector Focused, Small-Cap

Argonaut Funds Management is a Perth-based boutique fund manager specializing in Australian resources and small-cap equities, drawing on the broader Argonaut group's long history in stockbroking and corporate advisory to the mining sector. The firm leverages deep sector relationships and technical expertise in resources, energy and small-cap industrials to identify investment opportunities often ahead of broader market coverage. Argonaut's Western Australian base gives it close proximity to mining company management teams and project sites, supporting its research-intensive, specialist approach. The fund targets wholesale investors seeking active exposure to the resources sector and broader small-cap opportunities within the Australian market.

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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