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LON:GFM

Griffin Mining Ltd

SPECULATIVE BUY 2026-08-08 Data 35 days old 291.00p Basic Materials - Industrial MaterialsAWAIT ENTRY
ACTIONABLEMethodology gates passed
49

Position levels

Currenttoday
291.00p
Buy <=wait / entry
220.00p
Trim >=take some off
300.00p
Thesis breakA material operational disruption at Caijiaying, an adverse Chinese regulatory a...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case16%100 / 10016.0
Base case48%62 / 10029.8
Bear case36%10 / 1003.6
Weighted conviction49 / 100 - SPECULATIVE BUY

Top risks

  • China country risk (HIGH) from SEC filing disclosures
  • Single-asset concentration at Caijiaying mine (HIGH) from SEC filing disclosures
  • Revenue decline to 102.06M GBP with Zinc Concentrate segment down to 60.49M GBP
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.