LON:THX
Thor Explorations Ltd
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
53.70p
Buy <=wait / entry
49.33p
Trim >=take some off
72.00p
Thesis breakA sustained operational disruption at Segilola lasting more than one quarter, a ...
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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
- Maintained 2026 production guidance of 75,000-85,000 ounces at AISC US$1,000-1,200/oz
- Q1 gold pour of 20,256 ounces and adjusted net cash position of US$173 million
- Reported EPS of C$0.102 with trailing P/E of 2.6