LON:CMCL
Caledonia Mining Corporation PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
1500.00p
Buy <=wait / entry
1450.00p
Trim >=take some off
2050.00p
Thesis breakA material adverse change to Caledonia's economic interest in Blanket Mine under...
-
Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Q2 FY26 earnings beat with revenue +16% YoY to $75.9M and profit after tax +27% to $30M
- Newly identified gold zone discovery at Blanket Mine with potential for lower-cost heap leach operation
- Reaffirmed full-year 2026 production guidance of 72,000 - 76,500 ounces after stronger Q2 output