JMM investor lunch makes waves in Noosa
Emerging companies connected with investors at Jane Morgan Management's Noosa Investor Lunch
Rapid-fire 10-minute pitches showcased ASX and pre-IPO opportunities
Resources, biotech, and tech stories drew strong investor interest
Now in its annual rhythm, this year's event brought together 12 ASX-listed and pre-IPO companies, each delivering powerful 10-minute pitches to a high-quality audience of over 160 brokers, fund managers and high-net-worth investors.
This year, the lunch was proudly sponsored by Alpine Capital, a sophisticated investment and advisory firm focused on emerging opportunities. Alpine's backing ensured the event remained not just well executed but placed at the centre of meaningful investor discovery.
President and CEO Sam Spring outlined Kincora Copper's strategy as a project generator targeting copper–gold discoveries across NSW's prolific Macquarie Arc.
Highlights:
$110 M of JV-funded drilling in process (AngloGold Ashanti, Sandfire).
Several projects are now in advanced JV stages with ongoing drilling.
What's next:
Drill results anticipated in late 2025.
Progressing new JV agreements; funded pipeline cycle to continue.
Why watch: Fully financed drills and pipeline generate self-funded discovery potential without share dilution.
Scott Williamson, Managing Director, highlighted Blackstone Minerals' Mankayan project in the Philippines, a large-scale multi-commodity porphyry opportunity.
Highlights:
$22 M capital raise backed by Macquarie.
Visible gold encountered in early drilling.
50,000 m drill campaign for next 18 months underway.
What's next:
Ongoing drilling, JV farm-in discussions to support stage-2 drilling.
Upcoming assays and resource update expected late 2025.
Why watch: High-grade asset in favorable jurisdiction with deep-pocketed backing and proven growth strategy.
Aaron Revelle, Managing Director, showcased Pursuit Minerals' lithium-brine assets in Argentina's Rio Grande Salar, where the company holds 9,260 ha adjacent to Tier‑1 peers.
Highlights:
Resource upgrade to 1.1 Mt LCE @ 506 mg/L Li—an increase of 339%.
Stage ‑ 1 drilling: DDH ‑ 1 returned up to 620 mg/L at 115–117 m; DDH ‑ 2 yielded 500–510 mg/L Li at 60–160 m.
Pilot plant producing 250 tpa of battery-grade lithium carbonate, hitting 99.5+% purity.
What's next:
Resource expansion drilling—including Mito tenement—planned for H2 2025.
PFS expected by mid ‑ 2026; expanded pilot throughput CD stage.
Offtakes in negotiation with multiple sample requests documented.
Why watch: Large-scale Chilean-style brines with real commercial traction, commanding a re-rate opportunity vs early LCE producers.
Managing Director Simon Finnis outlined McLaren Minerals' development of a 90 Mt TiO₂ mineral sands resource in Western Australia.
Highlights:
PFS underway; assays from latest drilling expected Q4 2025.
Preliminary tailings and metallurgy confirmation delivered; offtake discussions launched.
What's next:
Final PFS in Q1 2026; tenure securement, permitting path in progress.
Why watch: Near-term, low-cost mineral sands operation in a stable tier-1 mining region with robust environmental credentials.
Managing Director and CEO Anthony Hall presented Osmond Resources, an explorer targeting REE and base metals across Victoria, South Australia, and Spain.
Highlights:
Sandford soil results: peak 1,148 ppm TREO over 18×4 km trend.
Orion (Spain) Zone 2 reveals rutile-zircon-REE anomalies.
What's next:
Drill permitting underway; maiden RC drilling H2 2025.
Follow-up geochemical surveys planned post-drill.
Why watch: Multi-commodity exposure with early-stage rare earth results and visible pathway to resource definition.
Executive Chairman Andrew Sparke presented Qmines, a brownfields copper-gold developer at Mt Chalmers, QLD.
Highlights:
15.1 Mt @ 1.3% CuEq (includes Develin Creek); maiden reserve ~9.6 Mt.
PFS estimates: A$373 M NPV8, 54% IRR – 10-year mine life; 65 kt Cu & 160 koz Au annually.
Metallurgical testwork strong; bulk concentrate success.
What's next:
Open-pit optimisation and MRE update H2 2025;
Mining lease submission; DFS in mid-2026.
Why watch: A high-margin brownfields copper-gold project with enviable economics and expansion potential.
Executive Chairman Brett Mitchell presented Uvre, a uranium–vanadium explorer in Utah, U.S.
Highlights:
Surface assays: 1.70% U₃O₈ and 8.64% V₂O₅; maiden drilling: 1m @ 1.27% U₃O₈ + 4.53% V₂O₅.
Projects adjacent to historic mines, with excellent road access.
What's next:
Large-scale drill program H2 2025; metallurgical and resource modeling to follow.
Why watch: High-grade U.S. uranium-vanadium project emerging amid rising demand for nuclear fuel.
Managing Director Kris Knauer presented Challenger Gold's focus on the Hualilan gold porphyry in Argentina, home to ~2 Moz resource.
Highlights:
JORC resource defined; drilling underway for expansion.
Investor interest growing as scale and grade improve.
What's next:
Drilling to expand resource; PEA planned by H2 2026.
Why watch: Advanced-scale gold asset in price-friendly Argentina, with proven mineralisation and blue-sky exploration.
CFO Derek Humphry presented New Murchison Gold's strategy as a greenfields explorer in WA's Murchison region, targeting high-grade discoveries.
Highlights:
Geophysical programs completed; drill sites lined up.
Historic WA gold analogues (e.g., Sandfire, Westgold) as peer pattern.
What's next:
Drilling planned for late 2025; initial results expected Q1 2026.
Systematic mapping to expand regional footprint.
Why watch: Early-stage gold project with outsized discovery potential in a proven WA gold province.
NMG CEO Alex Passmore presenting at JMM's Gold Forum 2025.
Commerce Resources Corp. (TSX-V:CCE)
Nicholas Holthouse, CEO, presenter for Commerce Resources. A Developer of the Ashram Rare Earth & Fluorspar Deposit in Quebec.
Highlights:
Resource: 73.2 Mt @ 1.89% TREO (Indicated), 131 Mt @ 1.91% TREO (Inferred).
Concentrate (SGS Canada): 30–35% TREO at 60–70% recovery.
PFS process flow simplification underway, with prep for mid
‑
2025 delivery.
What's Next:
Finalisation of flowsheet; full PFS by mid ‑ 2025.
Offtake/JV discussions with European/North American partners.
Why watch: Western rare-earth supply solution for NdPr feedstock—catering to global clean-energy needs.
Non-executive chairman Greg Columbus presented Pilot Energy, the Owner of the Cliff Head oil & gas platform, as it transitions to a CCUS hub.
Highlights:
Infrastructure valued at US$820M; a farm-out of over US$200M with a Korean consortium is nearing completion. WA's most advanced CCUS infrastructure.
What's next:
JV completion, baseline assessments, then Stage-1 injection trials.
CCS permitting and regulatory engagement.
Why watch: Australia's first advanced CCUS opportunity with heavy infrastructure and strategic partners; mirror of global decarbonisation playbooks.
Executive Chairman Ray Shorrocks highlighted Sweden-based copper-silver assets centred on Fallun and Sala.
Highlights:
2024 target generation at Falun identified multiple drill-ready copper-gold-silver zones.
Sala: assays include 1.3 kg/t Ag + 0.8% Zn over 1.1m; recent core re
‑
assays show 259 g/t Ag and up to 65 g/t in extensions.
What's Next:
Upcoming diamond drilling at Falun and Sala targeting structural extensions.
Field mapping and geophysics in progress; securing partners for expedited exploration.
Why watch: Low EV exposure to valuable EU-located copper-silver with substantial historical upside and minimal sovereign risk.
This article was developed in collaboration with Jane Morgan Management, a Stockhead advertiser at the time of publishing.
This article does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions.
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