SMS
Star Minerals Ltd
Position levels
Currenttoday
AUD 0.04
Buy <=wait / entry
AUD 0.03
Trim >=take some off
AUD 0.05
Thesis breakAn adverse regulatory ruling on the Tumblegum South asset ownership model, a hea...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 20% | 100 / 100 | 20.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 30% | 10 / 100 | 3.0 |
| Weighted conviction | 54 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Director Gemma Lee purchased 1,333,334 indirect shares
- Application for ASX quotation of 4,416,667 new ordinary shares from options
- Tumblegum South Gold Project development targeting production in early FY2026 with 42,500 oz Au JORC inferred resource