$3,000 in this ASX share a year ago would be worth $11,781 today

Why has this ASX stock soared 293% in just one year?

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Key points

  • Barton Gold shares have soared 293% in a year, driven by positive developments in its South Australian projects and a record high gold price above US$4,300 per ounce.
  • The company is transitioning from exploration to development, with plans to recommence production at its Challenger Project and expand its regional presence.
  • Barton Gold recently announced a $17.5 million capital raise to fund production at Challenger, gaining significant investment from Franklin Templeton, and entered the S&P/ASX All Ordinaries Index.

ASX gold share Barton Gold Holdings Ltd Ltd (ASX: BGD) closed at $1.08 per share on Friday.

Just one year ago, this ASX small-cap stock was trading at 27.5 cents per share.

Had you put just $3,000 into Barton Gold shares back then, they would be worth $11,781 today.

Let's find out more about why this ASX gold share has ripped over the past year.

Why have Barton Gold shares soared 293% in a year?

Barton Gold is a South Australian mineral explorer with about 5,000 square km of tenements in the central Gawler Craton.

The company aspires to be South Australia's largest pure play gold producer.

The explorer owns four key projects and the Gawler Craton region's only gold mill.

The Tunkillia Gold Project has a JORC Mineral Resource Estimate of 1.6Moz Au (gold) and 3.1Moz Ag (silver).

In May, Barton Gold published its Optimised Scoping Study (OSS) for Tunkillia.

The study showed total payable metal of 942koz gold and 2,000koz silver, with annual production estimates of 120koz gold and 250koz of silver at an average all-in sustaining cost (AISC) of A$2,222 per ounce over the life of the mine.

Its fully permitted Tarcoola Gold Project has an estimated 20koz of gold as well as high-grade silver deposits.

Barton acquired the Wudinna Gold Project, which is estimated to host 279koz of gold, in July. The acquisition boosted the explorer's total South Australian JORC Gold Mineral Resources to 2.14Moz Au (78.9Mt @ 0.85 g/Au).

The Challenger Project, which includes a mine and the Central Gawler Mill, has been in care and maintenance. However, in September, Barton Gold began a definitive feasibility study (DFS) to recommence production at Challenger.

It hopes to complete the study by March next year and commission the mill by the end of 2026.

Barton Gold estimates that Challenger hosts 313koz of gold.

Aside from these exciting developments, Barton Gold shares have also benefitted from the soaring gold price in 2025.

The gold price hit a new record high above US$4,300 per ounce last month.

Goldman Sachs expects the gold price to go to US$4,900 per ounce by the end of 2026, while Societe Generale tips US$5,000 per ounce.

What's the latest news from Barton Gold?

Upon releasing the latest quarterly report, Barton Gold managing director, Alexander Scanlon said:

The September 2025 quarter marks a key inflection point for Barton as we pivot from 'explorer' to 'developer', shifting our focus to 'Stage 1' production studies, planning, and financing, and regional enhancement strategies.

In October, Barton Gold announced a $17.5 million capital raise to fund the first stage of production at Challenger.

The raise comprised a $15 million placement, with the lion's share going to Franklin Templeton, one of the world's largest precious metals funds, plus a $2.5 million share purchase plan (SPP) for ordinary investors at $1.25 per share.

Barton Gold Managing Director Alexander Scanlon said:

With gold prices at all-time highs and over 300,000 ounces of gold JORC Resources adjacent to the Central Gawler Mill, the opportunity to leverage our existing infrastructure to operations and cash flow has never been more attractive.

We are wasting no time pursuing this opportunity, targeting a low-cost and low-risk transition to operations by the end of 2026, the re-rating of Barton's equity to a 'producer' profile, and operating free cash flows to fund our planned regional growth at Tunkillia.

Barton Gold entered the S&P/ASX All Ordinaries Index (ASX: XAO) in the September quarter rebalance.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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