LON:THX
Thor Explorations Ltd
Position levels
Currenttoday
54.40p
Buy <=wait / entry
46.67p
Trim >=take some off
60.00p
Thesis breakA material and sustained operational disruption at Segilola extending to a signi...
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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
- Earnings growth with 2025 net income of 196M and EPS of 0.30 versus prior years
- Maintained 2026 production guidance of 75,000-85,000 ounces at AISC US$1,000-1,200/oz
- Analyst consensus average target 2.41 CAD implying +119% upside from current levels