What smart money is saying about Challenger Limited
2 funds in our archive have pitched Challenger Limited — most recently PM Capital in December 2025.
Challenger Exploration Limited engages in the exploration of gold, silver, and copper deposits. Its flagship project is the Hualilan gold project that comprise 15 mining leases and an exploration license application covering an area of 26 square kilometers located in San Juan, Argentina. The company was formerly known as Challenger Energy Limited and changed its name to Challenger Exploration Limited in May 2019. Challenger Exploration Limited was incorporated in 2007 and is based in West Perth, Australia.
Fund coverage · 2 theses
- PM CapitalDecember 2025
Challenger benefits from rate normalization, retirement income growth, and APRA reforms that support earnings and valuation re-rating.
Read the full thesis - PM CapitalMarch 2025
Challenger is a company with promising long-term growth potential, driven by an improved annuity mix, technological upgrades, and possible favorable regulatory changes, despite current market disappointment and a low stock valuation.
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