Memorial filed · 19 May 2025 · US$1.58B claim

Expropriation of one of the largest undeveloped gold projects in the world — trading at less than 5% of the arbitration claim.

Panthera Resources is pursuing a US$1.58 billion treaty claim against India over the expropriation of the Bhukia Gold Project — funded non-recourse by LCM, the AIM-listed institutional litigation financier. An active gold exploration portfolio across Mali and Burkina Faso runs alongside.

1.58
B
Claim value (USD)
75
M
Market cap (USD)
1.74
Moz
Bhukia JORC resource
13.6
M
LCM funding (non-recourse)
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The Thesis

A position in international law as much as a mining story.

India retroactively changed its mining laws, effectively expropriating Panthera's 1.74 Moz Bhukia Gold Project. The same ground was then auctioned for a reported $60M upfront plus $60M in guarantees and 65% royalties.

The claim operates under bilateral investment treaty protection — binding international law enforceable through the New York Convention.

The company has four gold projects in West Africa, two of which have reported JORC resources.

Funded by LCM
US$13.6M non-recourse

Funding committed by LCM Funding SG Pty Ltd — a subsidiary of AIM-listed Litigation Capital Management, one of the world's leading institutional financiers of international arbitration.

FacilityUS$13.6M, non-recourse
Treaty1999 Australia–India BIT
RulesUNCITRAL
SeatEngland & Wales
Cascades Project
635,000 oz Au

Mineral Resource Estimate (NI 43-101) — maiden MRE announced 25 Oct 2021, amended 20 Apr 2022.

CategoryTonnesAu g/tContained oz
Indicated5.41 Mt1.52264,000
Inferred6.93 Mt1.67371,000
Total12.34 Mt1.60635,000
Kalaka Project
803,000 oz Au

Mineral Resource Estimate (JORC 2012) — published 4 February 2025.

CategoryDomainTonnesAu g/tGold (oz)
InferredOxide & transitional6.8 Mt0.50109,000
InferredSulphide43.1 Mt0.50693,000
Total Inferred49.9 Mt0.50803,000
Key Bhukia Dates
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If successful

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No guaranteed outcome. Arbitration is uncertain by nature. The tribunal may rule in part, in full, or not in Panthera's favour. Dates beyond filings to date are indicative. Awards are enforceable internationally under the New York Convention. There is no guaranteed outcome.

Watch

Hear the story from management.

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Portfolio

One flagship claim. Four exploration projects.

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Commodity
Gold

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Investor hub

Investor Resources.

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About

A gold explorer with an asymmetric legal position.

Panthera Resources PLC was incorporated in England and Wales on 8 September 2017 as the holding company for Indo Gold Pty Ltd — an Australian-registered subsidiary whose principal asset is the Bhukia Gold Project in Rajasthan, India. In May 2025 IGPL filed its Memorial seeking US$1.58 billion in damages from the Republic of India under the 1999 Australia–India Bilateral Investment Treaty. An active gold exploration portfolio across Mali and Burkina Faso runs alongside the case.

Leadership

Board of Directors.

Decades of combined experience across resource exploration, project finance, and complex emerging-market legal matters.

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Senior management

The people running the company day-to-day.

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About · Strategy

Strategy.

Panthera Resources is focused on building a portfolio of high-quality, low-cost gold assets across West Africa, led by an experienced board and management team with a proven ability to advance projects at every stage of the value chain — from exploration through to development.

How we create value

Our approach

01

Prioritise high-potential assets with low operating costs in stable operating environments.

02

Apply disciplined, data-led exploration to advance the Company's West African gold projects, including Bassala, Bido, Kalaka and Labola.

03

Draw on the depth of experience across the Board and management to create value for shareholders as projects mature.

Recovering value

Bhukia and India

Following the expropriation of the Bhukia Gold Project, the Company is pursuing a treaty claim against the Republic of India to recover the value of that asset. Further detail is set out in the Company's regulatory announcements.

Portfolio

One flagship claim. Four exploration projects.

Bhukia in India is the subject of the US$1.58B treaty claim. Bassala, Kalaka, Bido, and Cascades in West Africa are active exploration assets with maiden resources and high-grade drill intercepts.

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Commodity
Gold

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Highlights
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Project snapshot
Investor summary

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Current status
Where we are

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Key facts
At a glance
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Near-term catalysts
What to watch
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Technical detail
For mining investors
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Qualified person statement

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Continue exploring
Other projects
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Contact

Get in touch.

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Investor relations
IR Enquiries
contact@pantheraresources.com
For media, regulatory or analyst enquiries, please contact the IR team directly.
Arbitration

The US$1.58B treaty claim against India.

In May 2025, IGPL filed its statement of claim seeking US$1.58 billion, net of Indian taxes, from the Republic of India over the expropriation of the Bhukia Gold Project. The case is fully funded by Litigation Capital Management (AIM) on a non-recourse basis.

$1.58
B
Claim value (USD)
$13.6
M
LCM funding (USD)
1.74
Moz Au
Bhukia JORC (Panthera)
7.3
Moz Au
Geological Survey of India
1999
Australia–India BIT
Background

How we got here.

The Bhukia project comprises legal rights Panthera holds through its Australian subsidiary Indo Gold Pty Ltd (IGPL) in respect of an area that was the subject of a rejected Prospecting Licence Application in Rajasthan lodged by Metal Mining Pvt Ltd (MMI), a wholly owned subsidiary of IGPL.

IGPL's initial investment in Bhukia dates to circa 2004. Substantial funding and management of joint-venture exploration programmes followed. IGPL alleges that its right to be granted a Prospecting Licence — through its joint venture holding — was denied and frustrated over an extended period by the Government of Rajasthan.

In 2021, India passed the MMDR2021 Act amending the Mines and Minerals (Development and Regulation) Act of 2015. Under Clause 13 of MMDR2021, the preferential right to a Prospecting Licence and Mining Lease was revoked.

IGPL's claim is brought under the 1999 Agreement between the Government of Australia and the Government of India on the Promotion and Protection of Investments (the "Treaty"). On 19 May 2025 the Memorial was filed in accordance with the order of the arbitral panel, including a claim for damages of US$1.58 billion, net of Indian taxes.

Alleged breaches

What we say India breached.

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Procedural timeline

From discovery to decision.

Funded by LCM
US$13.6M non-recourse

Funding committed by LCM Funding SG Pty Ltd — a subsidiary of AIM-listed Litigation Capital Management, one of the world's leading institutional financiers of international arbitration.

FacilityUS$13.6M, non-recourse
Treaty1999 Australia–India Bilateral Investment Treaty
RulesUNCITRAL
SeatEngland & Wales (UNCITRAL rules)
Key Bhukia Dates
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If successful

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No guaranteed outcome. Arbitration is uncertain by nature. The tribunal may rule in part, in full, or not in Panthera's favour. Dates beyond filings to date are indicative. Awards are enforceable internationally under the New York Convention. There is no guaranteed outcome.

Funding economics

What LCM is entitled to on a successful outcome.

If there is an award and/or recovery, LCM Funding is entitled — in the first instance — to the amounts it has deployed from the facility, plus the greater of (i) US$1.36M (10% of the funding limit), (ii) a commission of 5–15% of the damages recovered, or (iii) a multiple of 2.0× to 4.25× the total facility — each tied to the time elapsed since the Funding Confirmation Notice.

Time since Funding Confirmation Notice
Multiple
Commission
≤ 1 year
2.0×
5%
1–2 years
2.5×
7.5%
2–3 years
3.0×
10%
3–4 years
3.75×
12.5%
> 4 years
4.25×
15%

After the fifth year, the Funder is additionally entitled to an interest rate of 25% per annum on the drawn-down amount until receipt of damages. If no award and/or recovery results, IGPL has no obligation to repay LCM — the facility is fully non-recourse.

FAQ

Common questions.

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Related

More on the case and the company.

Investor relations

Investor Resources.

Live share price, financial calendar, corporate presentations, and the shareholder-services you need.

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Analyst report
Analyst Group — Panthera Resources
Independent research coverage · PDF · analystgroup.se
Shareholder services

Computershare Investor Services PLC

The Pavilions
Bridgwater Road
Bristol, UK, BS13 8AE
Tel+44 (0) 370 707 1884

Computershare keeps the register of shareholders, distributes statutory documents (annual report, financials), and administers dividend payments. Use their website for change-of-detail and share-transfer forms.

Share capital

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Newsroom

Announcements.

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Source
Announcements sourced from the London Stock Exchange's Regulatory News Service (RNS), via Investegate. The Company's RNS feed is the authoritative public record.
Full RNS history ↗
Investors

AIM Rule 26.

Information provided in accordance with AIM Rule 26, last updated 20 May 2025.

Panthera was incorporated in England and Wales on 8 September 2017. The group operates principally in India (Rajasthan), with active exploration assets in Burkina Faso and Mali.

About the Company

Panthera Resources PLC ("Panthera" or "the Company") is a UK-registered company, established to act as a holding company for Indo Gold Pty Ltd, an unlisted Australian-registered company. The Company aims to explore and develop gold assets in India and West Africa.

In India, the Company's principal focus is seeking redress over the failure of the governments of India and Rajasthan to grant a Prospecting Licence over the advanced-stage Bhukia gold exploration project, while continuing to add value to its West African gold portfolio.

The Company believes the actions taken by these governments and the High Court of Rajasthan resulted in an act of expropriation, with the Government of India breaching its obligations under the 1999 Australia–India Bilateral Investment Treaty — including a failure to accord fair and equitable treatment.

On 2 January 2024 the Company announced that IGPL had submitted a Notice of Dispute with the Government of India, followed by a Notice of Arbitration on 26 July 2024. The Memorial including Statement of Claim was filed on 19 May 2025 in the amount of US$1.58 billion, net of Indian taxes.

In West Africa, the Group holds four gold exploration projects in Mali and Burkina Faso. The Company continues to advance the potential restructuring of its interest in these West African gold assets.

AIM Listing

Trading symbol
PAT
Admitted to AIM
21 December 2017
Other exchanges
No application has been made to trade on any other exchange platform.
Share transfers
There are no restrictions on the transfer of the Company's shares.
For the latest AIM securities in issue and the percentage of AIM securities not held in public hands, see the .
Chairman's Statement

Corporate Governance

Panthera Resources plc is required to apply a recognised corporate governance code, demonstrating how the Company complies with such code and where it departs from it. The Directors have formally taken the decision to apply the QCA Corporate Governance Code (the "QCA Code"). The Company provides annual updates on its compliance in its Annual Report.

The Company is committed to industry best-practice standards of corporate governance to enhance and protect shareholder value. As an AIM-listed company, Panthera is not required to adopt the UK Corporate Governance Code 2016, although the Company strives where possible to work towards the Code's best practice.

Good governance provides a framework that allows the right decisions to be taken by the right people at the right time. The Board meets regularly throughout the year and all necessary information is supplied to the Directors on a timely basis to enable them to discharge their duties effectively.

The Board is responsible for formulating, reviewing and approving the Company's strategy, financial activities and operating performance. Day-to-day management is devolved to the CEO and members of the management team, who are charged with consulting the Board on all significant financial and operational matters.

The Chairman has the responsibility of ensuring that the Board discharges its responsibilities.

Michael Higgins
Non-Executive Chairman
Updated 26 July 2024

The Company's full Corporate Governance Statement is contained in the latest Annual Report. The Company is subject to the provisions of the City Code on Takeovers and Mergers.

Advisers

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Registered Offices

United Kingdom
Salisbury House
London Wall
London EC2M 5PS
United Kingdom
India
Tej Kunj
Ambavgarh
Udaipur – 313001
Rajasthan, India
Stock information

Share capital & instruments

Information regarding the Company's shares in issue, outstanding options and warrants, and significant shareholders — required disclosures under AIM Rule 26.

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*Executive incentive options subject to vesting conditions (RNS on 29 July 2024).

The Company does not hold any shares in treasury.

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Downloads

Company Documents

Key regulatory documents published by the Company, available to download in full.

PDF
December 2017
AIM Admission Document (December 2017)
PDF ↓
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