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2026-11-06
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Metallium Limited

Construction · Gold · Copper · Rare Earths · Platinum Group Metals · Others · United States · Canada · Australia Rating locked: sign in to view v6.2
Last 2026-11-06
A$0.21
1D
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1M
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YTD
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1Y
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Upside
Locked: sign in to view
Mkt cap
A$158M
EV
A$93.9M
Cash
A$64.1M
Debt
A$0
5 newer ASX announcements not yet reflected in this valuation

Portfolio detail

Assets

6 assets

Core asset

Gator Point Texas Technology Campus

United States

Construction100% ownedGoldCopperRare EarthsPlatinum Group MetalsOthers

Three reactors operated on inert feedstock; site boundary issue resolved in August. Chlorinated multi-reactor campaign, integrated 8ktpa PCB flowsheet and commercial metal sales remain unconfirmed as at cutoff.

Milestones5
  1. Operate three FJH reactors simultaneously

    Achieved · High materiality

  2. Complete multi-reactor chlorinated commissioning

    Pending · High materiality

  3. Demonstrate integrated 8,000 tpa PCB processing flowsheet

    Pending · High materiality

  4. Produce initial saleable product and commence commercial processing

    Pending · High materiality

  5. Resolve property boundary constraint

    Achieved · High materiality

Permits & approvals2
PermitJurisdictionStatusExpiryCritical path
TCEQ pilot-scale chlorination permitTexasGranted—No
TCEQ amendment for relocated chlorinated operationsTexasPending—Yes

Material

Pomme Rare Earths-Niobium Project

Canada

Discovery Drill StageRare EarthsOthers

Metallium's subsidiary held an option pathway over the claims at the cutoff while New Frontier held a binding option and staged earn-in for up to 90%; Metallium's prospective residual is 10% free-carried to DFS or a 1.5% NSR if diluted.

Project location

Approximate location

Loading location…

© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.

Tenements1
pomme-claimsGranted2,400 hectares · No expiry supplied
Milestones2
  1. New Frontier defines a JORC resource and earns 80%

    Pending · High materiality

  2. New Frontier completes a PFS and earns 90%

    Pending · Medium materiality

Other

Mt Monger Project

Australia

Divested100% ownedGoldOthers

A third-party option to acquire the package had been exercised, subject to completion; no exploration occurred in the June quarter.

Tenements1
mt-monger-packageGranted— None · No expiry supplied

Other

East Laverton Project

Australia

Divested100% ownedGoldOthers

Four exploration licences were subject to a sale agreement that remained subject to completion; no exploration occurred in the June quarter.

Tenements1
east-laverton-packageGranted— None · No expiry supplied

Other

West Arunta Project

Australia

Divested0% ownedRare EarthsOthers

All three listed West Arunta exploration licences were surrendered by the June 2026 quarter.

Other

Mukinbudin Project

Australia

Divested0% ownedOthers

Both listed Mukinbudin exploration licences were surrendered by the June 2026 quarter.