Theta Gold Mines
Logotype for Theta Gold Mines Limited

Theta Gold Mines (TGM) investor relations material

Theta Gold Mines Investor presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Theta Gold Mines Limited
Investor presentation summary8 Feb, 2026

Project overview and strategy

  • TGME Gold Project targets 1.06Moz production over 13.1 years, with scalable expansion to 160koz/year by 2030.

  • Four core mines within 40km radius, leveraging existing infrastructure and skilled workforce.

  • Modular plant design and phased commissioning reduce risk and enable rapid scale-up.

  • All key permits secured, with plant commissioning targeted for Q4 2026 and first gold in Q1 2027.

  • Over 40 historic mines in the region offer significant exploration and growth upside.

Financials and economics

  • Revised feasibility study (Feb 2026) shows post-tax NPV (10%) of US$455m at US$2,884/oz gold price.

  • IRR post-tax is 77%, with a payback period of 29 months from start of mining.

  • All-in sustaining cost (AISC) is US$1,181/oz, placing the project among the lowest-cost producers.

  • Peak funding requirement is US$77m, with US$30m equity raised and US$80m debt facility in advanced stages.

  • Free cash flow forecast of US$933m post-tax, with strong leverage to higher gold prices.

Operations and development

  • Plant construction underway, with major equipment (dual ball mills) ordered and civil works progressing.

  • Early cashflow expected from surface rock dumps and tailings, targeting 109koz in first 18 months.

  • Brownfields approach leverages existing roads, power, and mining footprint to reduce costs and timelines.

  • Phase 1 focuses on free-milling ore; sulphide circuit added in year 7 for refractory ore.

  • Systematic evaluation of 40+ historic mines supports long-term resource pipeline.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Theta Gold Mines earnings date

Logotype for Theta Gold Mines Limited
H1 202615 Mar, 2026
Theta Gold Mines
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Theta Gold Mines earnings date

Logotype for Theta Gold Mines Limited
H1 202615 Mar, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Theta Gold Mines Limited is a gold exploration and development company focused on advancing its mining projects in South Africa. The company engages in activities such as geological surveying, resource estimation, and feasibility assessments to support the potential development of gold mining operations. Its portfolio includes both historical mining areas and undeveloped gold resources within the Transvaal Gold Mining Estates. Theta Gold Mines Limited aims to reinitiate gold production through modernized mining methods and infrastructure upgrades. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage