Our Research Approach
Market-leading insights to drive smarter decisions
Argonaut delivers expert analysis across the natural resources sector.
We combine deep industry knowledge and financial expertise with technical insight from former exploration managers and qualified geologists. Our institutional-grade coverage delivers high-conviction research and strategic intelligence to strengthen decision-making across the investment landscape.
What we do
Our analysts provide formal, independent coverage of over 85 companies with a combined market cap of over $169b*. Our Analysts combine –
*As at 14 July 2025
Top-down analysis | Identifying key market themes and sector trends. | |
Bottom-up research | Uncovering high-potential investment opportunities. |

Concise and actionable investment research
Argonaut is a leader in emerging and mid-market company research. Focused on identifying future investment themes rather than following market trends, we provide high-quality, independent research and actionable insights tailored to institutional and high-net-worth investors –
Daily Morning Notes
Key economic developments and stock movements.
Regular Email Updates
Timely insights direct from our Analysts.
In-depth Company Reports
Detailed analysis and valuation insights.
Best Undeveloped Projects (BUPs)
Argonaut’s flagship annual book identifies high-potential, undeveloped projects on the ASX, assessed against rigorous investment criteria. This publication is supported by a global roadshow across Australia, Asia, the USA and the UK to connect institutional investors with emerging opportunities.
Sector Outlooks & Thematic Reports
Outlines evolving trends in the mining and resources space.
Explore our latest research
From in-depth sector research to daily market updates, our equity research team provide a range of publications and actionable insights to strengthen your investment decisions.

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Gold Sector Update – Developers catching a bid

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Fredon acquisition adds a 4th pillar

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First yellowcake at Kayelekera

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Exploration supporting organic growth

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FY25 result

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Earnings result was in line

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FY25 Results – Potential for a rebound

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1.5cps dividend for FY25

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1HCY25 results