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Four further holes at K2 Gold's Dragonfly Zone returned multiple broad oxide-gold intervals, including 27.43m at 4.08 g/t Au and 3.05m at 17.55 g/t Au.
Mount Ridley has secured firm commitments for an oversubscribed $2 million placement to fund flotation, bulk Selectro testwork, scoping studies and resource definition at Grass Patch.
Manhattan Gold's maiden drilling has validated a broad, high-grade gold system at Jaws, with all eight reported holes intersecting gold. We reiterate our Speculative Buy rating and maintain our A$0.082 price target.
Mount Ridley controls the world's largest publicly reported JORC scandium resource at Grass Patch. Our initiation examines its 47,357t contained scandium inventory, early Selectro metallurgy and deep valuation discount, with a Speculative Buy rating and A$0.144 target.
K2 Gold's 613-sample Morningstar program has outlined widespread polymetallic mineralisation, with individual samples returning up to 2,737 g/t silver and 23.2% copper.
Second-round assays from Manhattan Gold's Jaws target returned broad gold zones including 25.90m at 1.59g/t and 22.86m at 2.37g/t, extending confirmed drilling 154m southwest.
Manhattan Gold's first assays from Jaws returned 41.15m at 4.66g/t gold from 83.82m, including 7.62m at 18.67g/t, materially upgrading the scale and grade demonstrated by historic drilling.
We were already bullish on Victory Metals. After the North Stanmore PFS — A$1.21 billion post-tax NPV, 240% post-tax IRR and a A$155 million build cost backed by a 47Mt Probable Ore Reserve — we are considerably more so. Price target raised to A$5.20 from A$3.50, BUY reiterated.
Mount Ridley has lodged a provisional patent application for its wholly owned Selectro leach technology, securing a priority date while it advances optimisation and commercialisation discussions.
K2 Gold's first three assays from its 2026 Mojave campaign returned broad, high-grade oxide gold at Dragonfly, led by 39.62m at 5.35 g/t Au in hole DF26-020.
Initial Selectro testwork returned 77–83% heavy rare earth, 80% scandium and 56% gallium recoveries from unbeneficiated Grass Patch material, outperforming the comparative HCl leach.
Record copper met a developer pipeline that M&A has already picked clean — the scarce asset isn't the metal, it's a permitted project with a resource attached. We screen the six survivors worth knowing.
