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LON:GFM

Griffin Mining Ltd

OPPORTUNISTIC BUY 2026-08-01 Updated today 300.00p Basic Materials - Industrial MaterialsAWAIT ENTRY
59

Position levels

Currenttoday
300.00p
Buy <=wait / entry
253.33p
Trim >=take some off
340.00p
Thesis breakLoss, suspension, or material restriction of the Caijiaying operating or export ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • H1 2025 revenue of $63.71m and profit after tax of $8.784m with Q2 production recovery to 1.5mtpa rate
  • Analyst median 12-month price target of 362 GBX representing ~22% upside from 295 GBX
  • China country risk (HIGH) from SEC filing disclosures
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.