Company Intelligence Report dashboard, July 2026 cycle. Gold, micro cap, Discovery stage.
Four of five signals read open. The one closed signal is KTM's cash runway: 2.98 quarters of funding. The 30-peer benchmark average is 18.97 quarters. The West African cohort average (8 companies, including KTM) is 10.15 quarters.
Brokers from the Brokers tab with a positive median 90-day return (DAP), ranked highest first. A broker appears once for each peer set where it qualifies.
Sector peers = ASX gold peers at Discovery / Resource Definition stage. Peer discount and DAP return are medians across 8 recorded deals of $500k or more; 3 have a matured 90-day DAP return.
Discount to market
90-day return (DAP)
$10.0M at $0.180. Brokers: Argonaut Limited and Taylor Collison.
Indicative only. West African cohort average 10.15 qtrs: the 8 companies shown, including KTM (18-month average 11.15). The 30-peer benchmark average is 18.97 qtrs (18-month average 16.28). These are two different groups.
Placements across KTM's peer sets, July 2025 to July 2026. The West African cohort is the direct comparison group for KTM and is shown first. Returns are on a DAP basis. Discount is the nominal discount to last close.
Six quarters of peer-set placement data, Q1 2025 to Q2 2026, 32 deals in total. These quarterly counts cover more deals than the Placements tab lists. Success rate is the share of matured deals with a positive 90-day DAP return.
Q2 2026 deals have not reached 90 days and are excluded from success-rate and return calculations.
ASX Appendix 3X / 604 / 603 notices across KTM's peer set. Ten notices were recorded in the current cycle, 9 to 21 July 2026.
Voting power as at notice date. No prime-broker clause was detected on any notice in this cycle.
One row per company. "Ceased" = disclosed holding fell below the 5% notification threshold. KTM's own register is covered under Register.
90-day share price return to 21 July 2026. Rank is by liquidity-adjusted return, not raw return. KTM ranks 3rd of 26 gold peers and 1st of the West African cohort.
Named broker performance across peer-set placements. Success rate is the share of that broker's matured deals with a positive 90-day DAP return.
Credits all named joint lead managers, bookrunners and co-managers per 3B / announcement disclosure. "act." = actual amount where reported.
These sections are retained from the report. The source data does not hold these fields for this cycle.
Broker-attributed register flow (volume share, top-20 moves, bid support, audience mix) is not present in the source data for this cycle. Will populate once trading-attribution data is loaded.
Allottee retention analysis (held / partial / exited) for the November 2025 placement is not present in the source data. Will populate once allottee-tracking data is loaded.