JUNIORMETRICS
Gold$4,479.95/oz
Silver$66.98/oz
Copper$6.00/lb

Barton Gold Holdings Limited

BGDFF·BGD·$0.81·$124M cap
GoldTunkillia, South Australia Map

Barton Gold Holdings explores and develops gold and silver deposits in South Australia, with its flagship 100%-owned Tunkillia Gold Project. As of its March 2026 quarterly, the company was running three drill rigs to upgrade resources and support metallurgical/pre-feasibility work, debt-free.

Notable vs. Peers

  • Financials score of 4.4/10 is weaker than the peer average of 6.6/10.

Lifecycle Milestones

Grassroots
Resource Def.
PEA
PFSCurrent
Feasibility
Permitting
Construction
Production
10/10
Weak track recordStrong track record
4.4/10
Thin runwayWell-capitalized
9/10
High riskLow risk
How this is calculated
4.7/10
Weaker depositStronger deposit
7/10
Weaker profileStronger profile
Price Chart
$0.475$0.782$0.779$0.618$0.814JulNovFebJunSep
Jul 25, 2025Sep 4, 2026
News
$0.81
+64.4%from low-21.8%from high
$0.50$1.04
See who ↓
33.1%
Low alignmentHigh alignment
See who ↓
24%
Low alignmentHigh alignment
$124M
Far belowFar above
$29.1M median
Price (USD - Local)
$0.81 - AUD 1.13
Cash Position (USD)
$9.3M
Far belowFar above
$11.8M median
Debt (USD)
$79.8K
Far aboveFar below
$0 median
$114.8M
Far belowFar above
$26.9M median
270.6M
Far aboveFar below
172.1M median
Jurisdiction
Australia
1,600,000 oz
Far belowFar above
1.3M median
$71.74/oz
Far aboveFar below
$158.80/oz median
0.0265 oz/tCut-off: 0.4 g/t Au (Area 223 Deposit); 0.5 g/t Au (Area 51 Deposit)
Far belowFar above
0.04 oz/t median
Open pit
8 yrs
Far belowFar above
11 yrs median
@7.5%$910M(at $3,250/oz)
Far belowFar above
$596.9M median
0.14x
Far aboveFar below
0.46x median
This company's data hasn't been researched yet
Not enough peer data yet
$3,250/oz27% below spot ($4,480/oz)
73%Clears Durrett's 25% developer bar
Far belowFar above
41% median
33.1%
0%100%
19.1% median
24%
0%100%
3% median
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
This company's data hasn't been researched yet
Acquisition Susceptibility
8.6/10
Unlikely bolt-onFits the takeout profile

A relative ranking of how closely this company matches the profile of juniors that have actually been acquired — not a probability, and not a reason to buy. Acquisitions are rare: only a few dozen significant deals happen a year across a universe of thousands of juniors, so even a high score here describes a long shot. The strongest signal the underlying research identifies — whether a major already holds a JV, earn-in, or 5–19.9% strategic stake — isn't tracked yet and is absent from this score.

Overall Score Trend
-10.3% since 2026-07-23 · -10.3% from peak

Your Rankings

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Management Team

Financial economist with ~20 years' experience in financial analysis, structured finance and mining advisory; founder of Barton Gold.

Holds a BSc (Economics, Honours) from the University of Western Australia and a Master of Applied Finance from Macquarie University; Fellow of the Australian Institute of Company Directors. Served as Group Treasurer, then CFO, then Group Finance Executive of Normandy Mining (later Newmont Australia) from 1999 to 2003, and spent 10 years as a Director and Chair of AWE Limited (ASX:AWE). Currently a Non-Executive Director of Archer Materials Ltd, a Director of SA Water, and Independent Non-Executive Chairman of Barton Gold Holdings Limited.

Insiders, Investors & Smart Money

Notable shareholders and insiders whose involvement is worth knowing about, plus what we're seeing from institutional/large-investor activity.

Smart money
2/10

Franklin Gold and Precious Metals Fund, an actively managed precious-metals fund rather than an index vehicle, held 5,850,000 Barton Gold shares -- about 2.2% -- as at 31 July 2026. Managing director Alexander Scanlon bought 24,000 shares on-market at A$1.25 on 12 November 2025. No producer or strategic mining investor holds a stake. Institutional ownership of 24.0% sits just below the level at which it would add to the score, and it is not rounded up.

No notable insiders tracked for this miner yet.

Reports, Presentations & Documents

Technical Report Takeaways

We haven't parsed this company's PEA/PFS/FS recommendations yet — cut-off grade, mine life, DCF/NPV, and the report's own next-steps guidance are a planned research pass, not live data for every company yet.

AI take

Barton Gold's Optimised Scoping Study for the Tunkillia Gold Project, South Australia (announced ~5 May 2025) -- a PRE-PFS study; a formal Pre-Feasibility Study started separately and is targeted for completion by end of CY2026/Q1 2027 (GR Engineering Services-led), so this Scoping Study remains the company's only published economics as of this research pass. Tunkillia JORC Mineral Resource of 1.6 Moz gold + 3.1 Moz silver (Barton's total South Australian portfolio, including other deposits, is 2.2 Moz gold). The OSS outlines annual production of ~120,000 oz gold + ~260,000 oz silver, an 8-year life-of-mine (10 years including construction), unlevered pre-tax NPV7.5% of ~A$1.4B, IRR of ~73.2%, ~0.8-year payback, and total LOM operating cash of ~A$2.7B, at open-pit optimisation/revenue price assumptions of A$3,500-5,000/oz gold and A$50/oz silver. Early S1/S2 starter pits alone are modelled to produce 365,000 oz gold + 923,000 oz silver and ~A$1.75B operating free cash within ~27 months.