LON:AAZ
Anglo Asian Mining Plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
378.55p
Buy <=wait / entry
293.33p
Trim >=take some off
440.00p
Thesis breakMaterial adverse amendment to the Production Sharing Agreements with the Azerbai...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 26% | 100 / 100 | 26.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- 2026 production and cost guidance anticipating tripling copper output to 20,000-25,000 tonnes
- Restart of Gedabek mine operations following Azerbaijan government approval
- Maiden in-situ mineral resource estimate for Gilar deposit (54kt copper, 255koz gold)