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Theta Gold Mines Ltd. (AU:TGM)
ASX:TGM
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Theta Gold Mines (TGM) AI Stock Analysis

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AU:TGM

Theta Gold Mines

(Sydney:TGM)

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Neutral 49 (OpenAI - 5.2)
Rating:49Neutral
Price Target:
AU$0.18
▲(8.24% Upside)
Action:Reiterated
Date:02/04/26
The score is held down primarily by very weak financial performance (no revenue, recurring losses, and ongoing cash burn with high leverage). Technicals provide some support with price above key moving averages and positive MACD, but valuation remains unattractive/unclear due to continued losses and no stated dividend.
Positive Factors
Project-focused gold asset base
A concentrated development pipeline in the Pilgrim’s Rest district provides durable project optionality and clear operational focus. Owning defined assets in a known gold jurisdiction supports a path to production and future cash generation if permits and development milestones are achieved.
Negative Factors
No revenue and persistent losses
The absence of operating revenue and ongoing net losses mean the company is pre‑revenue and reliant on external capital. This enduring loss profile drains resources, increases dilution risk from future financings, and means the business model has not yet proven sustainable cash generation.
Read all positive and negative factors
Positive Factors
Negative Factors
Project-focused gold asset base
A concentrated development pipeline in the Pilgrim’s Rest district provides durable project optionality and clear operational focus. Owning defined assets in a known gold jurisdiction supports a path to production and future cash generation if permits and development milestones are achieved.
Read all positive factors

Theta Gold Mines (TGM) vs. iShares MSCI Australia ETF (EWA)

Theta Gold Mines Business Overview & Revenue Model

Company Description
Specializing in gold exploration and development, Theta Gold Mines Limited conducts its operations within South Africa. The Theta project, located near the town of Pilgrim's Rest in Mpumalanga Province, serves as its principal asset. Established i...
How the Company Makes Money
null...

Theta Gold Mines Financial Statement Overview

Summary
Weak fundamentals: no revenue reported across periods provided, persistent net losses and negative EBIT/EBITDA, and ongoing cash burn (negative operating and free cash flow). Balance sheet stress remains with high leverage (debt-to-equity ~3.0x) despite equity turning positive in 2025 and debt moderating versus 2023–2024.
Income Statement
8
Very Negative
Balance Sheet
22
Negative
Cash Flow
12
Very Negative
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit0.000.00-116.00K-1.15M-605.36K306.98K
EBITDA2.08M-4.47M-3.58M-4.66M-5.11M-3.52M
Net Income-1.09M-6.89M-6.39M-10.45M-10.53M-4.37M
Balance Sheet
Total Assets44.47M29.31M23.80M29.45M28.87M19.37M
Cash, Cash Equivalents and Short-Term Investments12.48M5.62M2.59M2.88M31.99K200.01K
Total Debt11.64M15.41M17.74M20.07M17.31M7.34M
Total Liabilities24.97M24.16M25.92M30.48M21.87M10.68M
Stockholders Equity19.50M5.15M-2.12M-1.03M7.01M8.69M
Cash Flow
Free Cash Flow-604.66K-4.81M-6.18M-5.61M-10.69M-6.25M
Operating Cash Flow1.34M-2.48M-4.45M-4.16M-6.44M-4.04M
Investing Cash Flow-7.54M-2.54M-2.59M-786.44K-5.07M-2.15M
Financing Cash Flow17.37M8.05M7.71M7.77M11.27M6.20M

Theta Gold Mines Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.17
Price Trends
50DMA
0.21
Negative
100DMA
0.21
Negative
200DMA
0.21
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
32.44
Neutral
STOCH
27.78
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:TGM, the sentiment is Negative. The current price of 0.17 is below the 20-day moving average (MA) of 0.20, below the 50-day MA of 0.21, and below the 200-day MA of 0.21, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 32.44 is Neutral, neither overbought nor oversold. The STOCH value of 27.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:TGM.

Theta Gold Mines Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
AU$259.72M5.7316.50%3.30%22.05%256.19%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
52
Neutral
AU$249.01M-33.83-5.27%7.64%
52
Neutral
AU$210.17M-29.77-26.45%-3250.00%
49
Neutral
AU$241.30M-74.13-8.87%99.23%
45
Neutral
AU$205.56M-12.67-87.62%-100.00%-2337.50%
44
Neutral
AU$229.48M-1,250.00-5.45%-176.00%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:TGM
Theta Gold Mines
0.18
-0.02
-7.69%
AU:TBR
Tribune Resources Limited
4.81
0.17
3.75%
AU:STN
Saturn Metals Ltd.
0.45
0.02
4.65%
AU:BGD
Barton Gold Holdings Limited
0.74
-0.01
-1.33%
AU:AS1
Golden Rim Resources Ltd
0.12
0.06
91.67%
AU:VTM
Victory Goldfields Limited
1.44
0.29
25.22%

Theta Gold Mines Corporate Events

Theta Gold Mines Appoints New Director With No Declared Securities Interests
Jul 10, 2026
Theta Gold Mines Limited has appointed Ching (Sharon) Iu as a director effective 10 July 2026, signaling a change in the company’s board composition. The appointment was disclosed to the ASX under listing rule requirements, highlighting the ...
Theta Gold Mines strengthens board with appointment of Sharon Iu
Jul 10, 2026
Theta Gold Mines has appointed Ms Ching (Sharon) Iu as a Non-Executive Director, effective 10 July 2026, bringing more than a decade of international mining and corporate finance experience across metals and natural resources. Formerly representin...
Theta Gold Mines Raises Capital Through Share Placement and Option Exercise
Jul 3, 2026
Theta Gold Mines Limited has issued 147,570,138 new fully paid ordinary shares following the completion of a capital raising that combined a placement and the exercise of options. The placement comprised 125,832,956 shares issued to professional a...
Theta Gold Mines Seeks ASX Quotation for 21.7 Million New Shares
Jul 3, 2026
Theta Gold Mines Limited has applied for quotation of 21,737,182 new ordinary fully paid shares on the ASX, with the issue dated July 3, 2026. The additional securities, arising from the exercise of options or conversion of other instruments, will...
Theta Gold Mines Seeks ASX Quotation for 125.8 Million New Shares
Jul 3, 2026
Theta Gold Mines Limited has moved to expand its listed equity base, applying for quotation on the ASX of 125,832,956 new ordinary fully paid shares under code TGM. The securities, issued on July 3, 2026, stem from previously announced transaction...
Theta Gold Mines Secures US$18.6m Through Equity Raise and Option Exercise
Jul 3, 2026
Theta Gold Mines has completed a US$18.6 million equity raise and options exercise, issuing 147,570,138 new fully paid ordinary shares to professional and sophisticated investors. The funding round included a US$10 million cornerstone investment f...
Theta Gold Mines Adjusts Sydney Office Address as TGME Project Advances
Jul 1, 2026
Theta Gold Mines has updated the location of its registered and principal offices within International Tower One at Barangaroo in Sydney, shifting from Suite 80 to Suite 68 on Level 35. The move is administrative in nature, with the company mainta...
Theta Gold Mines Plans Major Share Placement on ASX
Jun 28, 2026
Theta Gold Mines has notified the ASX of a proposed placement of up to 125,706,919 ordinary fully paid shares. The new securities are scheduled for issue on 3 July 2026, subject to ASX processes.The capital raising signals an effort by Theta Gold ...
Theta Gold Mines Secures US$18.6m Equity Funding Ahead of Bond Drawdown
Jun 28, 2026
Theta Gold Mines has completed the equity component of its funding package with a US$18.6 million raise via a placement and exercise of unlisted options, satisfying a key condition for a previously arranged US$90 million bond facility. The placeme...
Theta Gold Marks Major TGME Construction Milestones as It Moves Toward 2027 Production
Jun 24, 2026
Theta Gold Mines reports that construction at its TGME Gold Project has reached major milestones, with the processing plant footprint now fully established and structural steel erection underway. Extensive civil works have advanced across key circ...
Theta Gold Mines Secures US$90m Bond to Fund TGME Gold Mine Build
May 31, 2026
Theta Gold Mines has secured an oversubscribed US$90 million senior secured callable bond issue to fund construction of its TGME Gold Mine Project in South Africa, completing the company’s debt funding requirements. The bond, arranged throug...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Feb 04, 2026