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2026-11-06
◂ Monitor FXG ASX

Felix Gold Limited

Resource Stage · Gold · Others · United States Rating locked: sign in to view v6.2
Last 2026-11-06
A$0.1
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$51.6M
EV
A$42M
Cash
A$9.6M
Debt
A$0
5 newer ASX announcements not yet reflected in this valuation

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory23 documents
Frontier Antimony Refinery issuer website snapshotPresentation · HighExtracted

Issuer-controlled page observed at cutoff: conditional DOE award, exclusive intra-group ore supply, August pilot result, and updated H1 2028 refinery target. Publication date of the webpage is not disclosed; published_date is snapshot date.

Document ID
issuer-2026-09-26-frontier
Published UTC
2026-09-25T14:00:00Z
Projects
treasure_creek
Commodities
others
Open original source ↗
FXG ASX ordinary share local daily closeMarket Data · HighExtracted

Newest eligible local close from miners.reference_price: A$0.19 on 25 September 2026, volume 1,081,337 ordinary shares; market data provider via local database.

Document ID
market-fxg-2026-09-25
Published UTC
2026-09-25T06:10:00Z
Projects
—
Commodities
—
Open original source ↗
Felix Gold: Ground to Round to Share Price Rebound, GBA CapitalOther · HighExtracted

Broker initiation argues for a small-scale antimony mine and US refinery path; its optimistic target is an outside view, not this model anchor.

Document ID
research-2026-09-22-gba
Published UTC
2026-09-21T14:00:00Z
Projects
treasure_creek
Commodities
others
Open original source ↗
U.S. Department of Energy Selects Felix Gold for US$18 Million Antimony FundingFinancing · HighExtracted

Issuer release confirms selection for negotiation, not receipt, of a federal award up to US$18m, with mining targeted June 2027 and downstream facility then targeted end-2027.

Document ID
asx-2026-08-19-2a1690293
Published UTC
2026-08-18T22:12:00Z
Projects
treasure_creek
Commodities
others
Open original source ↗
Quarterly Activities and Cashflow ReportsOperations · HighExtracted

June 2026 quarterly report: bulk-sample extraction and logistics, gold drilling, Frontier formation, latest cash, runway and tenure.

Document ID
asx-2026-07-31-2a1686921
Published UTC
2026-07-31T00:13:09Z
Projects
treasure_creek · grant_mine · ne_fairbanks
Commodities
gold · others
Open original source ↗
Investor PresentationPresentation · HighExtracted

Investor presentation summarising active bulk-sample extraction, antimony processing plans, gold resources, capital structure and development targets, with explicit cautionary statements.

Document ID
asx-2026-07-20-2a1684990
Published UTC
2026-07-19T22:27:03Z
Projects
treasure_creek · grant_mine · ne_fairbanks
Commodities
gold · others
Open original source ↗
Application for quotation of securities - FXGCorporate Action · HighExtracted

Appendix 2A recording exercise of two option classes and the resulting fully quoted ordinary-share count.

Document ID
asx-2026-07-06-2a1682477
Published UTC
2026-07-05T23:13:25Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - FXGCorporate Action · MediumExtracted

Appendix 2A recording conversion or reclassification into quoted ordinary shares.

Document ID
asx-2026-06-22-2a1678530
Published UTC
2026-06-22T06:51:31Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - FXGCorporate Action · MediumExtracted

Appendix 2A recording conversion or reclassification into quoted ordinary shares.

Document ID
asx-2026-06-19-2a1678140
Published UTC
2026-06-18T22:21:57Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - FXGCorporate Action · MediumExtracted

Appendix 2A recording conversion or reclassification into quoted ordinary shares.

Document ID
asx-2026-06-18-2a1678034
Published UTC
2026-06-18T01:13:54Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - FXGCorporate Action · MediumExtracted

Appendix 2A recording option exercise and the resulting quoted capital.

Document ID
asx-2026-06-11-2a1676956
Published UTC
2026-06-11T02:13:51Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - FXGCorporate Action · MediumExtracted

Appendix 2A recording option exercise and the resulting quoted capital.

Document ID
asx-2026-06-02-2a1674976
Published UTC
2026-06-01T22:18:06Z
Projects
—
Commodities
—
Open original source ↗
Application for quotation of securities - FXGCorporate Action · MediumExtracted

Appendix 2A recording option exercise and the resulting quoted capital.

Document ID
asx-2026-05-27-2a1674020
Published UTC
2026-05-27T00:50:08Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities and Cashflow ReportsOperations · HighExtracted

March 2026 quarterly report covering bulk-sample permitting, engineering, government applications, cash and tenure.

Document ID
asx-2026-04-30-2a1669218
Published UTC
2026-04-30T05:48:23Z
Projects
treasure_creek · grant_mine · ne_fairbanks
Commodities
gold · others
Open original source ↗
Felix Secures 100% Ownership of Treasure Creek ClaimsTransaction · HighExtracted

Exercise of options to acquire 100% ownership of two upland leases and 25 Treasure Creek claims, with cash and contingent consideration terms.

Document ID
asx-2026-03-30-2a1662982
Published UTC
2026-03-29T21:32:59Z
Projects
treasure_creek
Commodities
gold · others
Open original source ↗
Half Yearly Report and AccountsResults · HighExtracted

Half-year financial report for the period ended 31 December 2025.

Document ID
asx-2026-03-16-2a1660673
Published UTC
2026-03-16T06:10:07Z
Projects
treasure_creek · grant_mine · ne_fairbanks
Commodities
gold · others
Open original source ↗
Senior Executive AppointmentsLeadership · HighExtracted

Felix appointed Dougal Elder CFO and Dan Brearley VP Development & Operations, both commencing 16 February 2026.

Document ID
asx-2026-02-04-2a1651380
Published UTC
2026-02-03T22:48:00Z
Projects
—
Commodities
—
Open original source ↗
Quarterly Activities and Cashflow ReportsOperations · HighExtracted

December 2025 quarterly activities and Appendix 5B cash-flow report.

Document ID
asx-2026-01-30-2a1650478
Published UTC
2026-01-29T21:28:24Z
Projects
treasure_creek · grant_mine · ne_fairbanks
Commodities
gold · others
Open original source ↗
Quarterly Activities and Cashflow ReportsOperations · HighExtracted

September 2025 quarterly activities and Appendix 5B cash-flow report.

Document ID
asx-2025-10-31-2a1632976
Published UTC
2025-10-30T22:28:12Z
Projects
treasure_creek · grant_mine · ne_fairbanks
Commodities
gold · others
Open original source ↗
Annual Report to shareholdersResults · HighExtracted

FY2025 annual report and audited financial statements, including project tenure and capital information.

Document ID
asx-2025-09-30-2a1625567
Published UTC
2025-09-30T07:35:55Z
Projects
treasure_creek · grant_mine · ne_fairbanks
Commodities
gold · others
Open original source ↗
Advancing Economic Studies for Near-Term Antimony ProductionStudy · HighExtracted

Exploration, metallurgical and permitting work programme for a prospective antimony development; no completed economic study.

Document ID
asx-2025-04-15-2a1591577
Published UTC
2025-04-14T23:34:20Z
Projects
treasure_creek
Commodities
others · gold
Open original source ↗
High Grade Antimony Near-Term Production Target ProgressedStudy · HighExtracted

Historical antimony production and exploration results supporting assessment of a small-scale development pathway; the stated 2025 target was not guidance and has passed.

Document ID
asx-2024-10-23-2a1557300
Published UTC
2024-10-22T21:56:23Z
Projects
treasure_creek
Commodities
others · gold
Open original source ↗
Maiden NW Array Inferred Mineral ResourceResource Update · HighExtracted

Maiden JORC 2012 Inferred Mineral Resource for NW Array; also restates the Grant Mine resource.

Document ID
asx-2024-06-20-2a1530040
Published UTC
2024-06-19T22:59:45Z
Projects
treasure_creek
Commodities
gold
Open original source ↗
Evidence facts62
jun-quarter-cashCash and cash equivalents

9641000 AUD

2026-06-30
jun-quarter-runwayEstimated quarters of funding

2.24 quarters

2026-06-30
jun-quarter-outgoingsRelevant quarterly outgoings

4304000 AUD

2026-06-30
jun-quarter-facilitiesUnused financing facilities

0 AUD

2026-06-30
jun-quarter-grant-claimsGrant Mine claims held

33 claims

2026-06-30
jun-quarter-ne-claimsNE Fairbanks claims held

322 claims

2026-06-30
jun-quarter-treasure-claimsTreasure Creek claims held

227 claims

2026-06-30
frontier-ownershipFrontier Antimony Refinery Corp ownership

100 percent

2026-06-30
antimony-resource-statusDeclared antimony Mineral Resource or Ore Reserve

False None

2026-07-31
presentation-sharesShares on issue (rounded)

516000000 shares

2026-07-20
presentation-optionsOptions on issue (rounded)

33800000 options

2026-07-20
presentation-cashCash at June 2026

9600000 AUD

2026-06-30
presentation-antimony-gradeSelected direct-shipping ore grade

71.9 percent Sb

None
refinery-design-capacityConceptual refinery design capacity

5000 tonnes per annum contained Sb

None
jul03-option-sharesOrdinary shares issued on exercise of two option classes

6455870 shares

2026-07-03
jul03-ordinary-sharesQuoted ordinary shares following quotation

516347203 shares

2026-07-03
jul03-options-remainingUnquoted options remaining

33833064 options

2026-07-03
jun19-reclassified-sharesDeferred ordinary shares converted or reclassified for quotation

2975000 shares

2026-06-19
jun18-reclassified-sharesDeferred ordinary shares converted or reclassified for quotation

4947261 shares

2026-06-18
jun15-reclassified-sharesOrdinary shares converted or reclassified for quotation

1901112 shares

2026-06-15
jun10-shares-issuedOrdinary shares quoted from option exercise

652100 shares

2026-06-10
jun10-post-sharesQuoted ordinary shares following quotation

500067960 shares

2026-06-10
jun01-shares-issuedOrdinary shares quoted from option exercise

689792 shares

2026-06-01
jun01-post-sharesQuoted ordinary shares following quotation

499415860 shares

2026-06-01
may27-shares-issuedOrdinary shares quoted from option exercise

531008 shares

2026-05-27
may27-post-sharesQuoted ordinary shares following quotation

498726068 shares

2026-05-27
mar-quarter-cashCash and cash equivalents

14157000 AUD

2026-03-31
mar-quarter-runwayEstimated quarters of funding

4.66 quarters

2026-03-31
bulk-sample-authorisationBulk sample permit maximum

1450 tonnes

2026-03-23
doe-applications-potentialPotential federal funding sought under two DOE applications

80000000 USD

None
treasure-owned-claimsTreasure Creek claims acquired outright

25 claims

2026-03-30
treasure-owned-leasesTreasure Creek upland mining leases acquired outright

2 leases

2026-03-30
treasure-purchase-balanceRemaining purchase price

1400000 USD

2026-03-30
treasure-total-purchaseTotal purchase price including prior option payments

2250000 USD

2026-03-30
treasure-milestone-rateContingent payment per gold ounce after threshold

2 USD/oz

2026-03-30
treasure-trench-widthNWTR004 reported true-width antimony interval

3 metres

2025-04-15
treasure-trench-gradeNWTR004 reported antimony grade

50.26 percent Sb

2025-04-15
scrafford-historical-productionAvailable-record historical Scrafford production

1079000 kg ore

1977-12-31
scrafford-historical-gradeAvailable-record historical Scrafford production grade

38.58 percent Sb

1977-12-31
nwarray-resource-tonnesNW Array Inferred Mineral Resource tonnage

25000000 tonnes

2024-06-17
nwarray-resource-gradeNW Array Inferred Mineral Resource grade

0.58 g/t Au

2024-06-17
nwarray-resource-ouncesNW Array contained gold

467000 troy ounces

2024-06-17
grant-openpit-ouncesGrant open-pit Inferred contained gold

227900 troy ounces

2021-06-30
grant-underground-ouncesGrant underground Inferred contained gold

136100 troy ounces

2021-06-30
nwarray-bottle-roll-recoveryAverage preliminary bottle-roll gold recovery

89 percent

None
elder-cfoDougal Elder CFO commencement

2026-02-16 None

2026-02-04
brearley-vpDan Brearley VP Development & Operations commencement

2026-02-16 None

2026-02-04
doe-selectedPotential DOE award under negotiation

18000000 USD

2026-08-19
mining-targetCompany mining commencement target

2027-06-30 None

2026-08-19
doe-cost-shareProposed DOE company cost share

26.8 percent

2026-08-19
doe-conditionalDOE award not yet obligated

False None

2026-09-26
frontier-exclusiveFrontier has exclusive rights to Treasure Creek antimony ore under intra-group agreement

True None

2026-09-26
pilot-ingotPilot run cast antimony ingot

1962 grams

2026-08-27
pilot-xrfIndicative handheld-XRF antimony content

95 percent

2026-08-27
frontier-targetRefinery operating target

H1 2028 None

2026-09-26
gba-mine-caseBroker operating scenario for antimony ore

5000 tonnes/year

2026-09-22
fxg-close-20260925ASX FXG closing ordinary share price

0.19 AUD/share

2026-09-25
fxg-volume-20260925ASX FXG daily volume

1081337 shares

2026-09-25
fxg-close-20260818ASX FXG historical ordinary share close

0.255 AUD/share

2026-08-18
fxg-close-20260819ASX FXG historical ordinary share close

0.295 AUD/share

2026-08-19
fxg-close-20260826ASX FXG historical ordinary share close

0.225 AUD/share

2026-08-26
fxg-close-20260827ASX FXG historical ordinary share close

0.225 AUD/share

2026-08-27