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 $285b*. Our Analysts combine –
*As at 18 December 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.
Research
Initiating Coverage – Building inventory to underpin a restart
Research
Fredon awarded A$160m in contracts
Research
Production guidance upgrade
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Debt Refinancing
Research
Diesel cost impact
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Cost headwinds impacting profitability
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3QFY26 production result
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Solid 3QFY26 operating performance
Research
Mixed result offset by stronger cash flow