TSE:GENM
Generation Mining Ltd
Position levels
Currenttoday
CAD 0.60
Buy <=wait / entry
CAD 0.40
Trim >=take some off
CAD 0.70
Thesis breakA confirmed, fully funded construction programme with a publicly disclosed offta...
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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
- No OEM integrations, named supply agreements, government contracts, M&A activity or strategic licensing deals evidenced
- 2025 Feasibility Study reports NPV of C$1.07 billion, 28% IRR and 1.9-year payback based on three-year trailing metal prices
- Marathon Project fully permitted with construction targeted for late 2026 subject to final financing