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Collective Mining (TSE:CNL)
TSX:CNL
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Collective Mining (CNL) AI Stock Analysis

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TSE:CNL

Collective Mining

(TSX:CNL)

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Neutral 51 (OpenAI - Gpt-5.6Sol)
Rating:51Neutral
Price Target:
C$23.00
▲(5.75% Upside)
Action:Reiterated
Date:08/17/26
The score is primarily constrained by weak financial performance—no revenue, widening losses, and accelerating negative free cash flow that increases financing risk. Technicals provide a partial offset with moderately positive near-term momentum (price above 20D/50D and positive MACD), but mixed longer-term trend signals and a negative P/E with no dividend keep the overall score in the low-to-mid range.
Positive Factors
Low Financial Leverage
The sizeable equity base relative to debt gives Collective Mining more financial flexibility than a highly leveraged explorer. This can help support exploration commitments and provide greater resilience while projects advance, although future funding may still be required.
Negative Factors
No Operating Revenue
Zero revenue confirms that Collective Mining remains pre-production and has not yet demonstrated an operating income stream. Its ability to create value therefore depends on exploration success and future project monetization rather than established sales, reducing near-term earnings visibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Low Financial Leverage
The sizeable equity base relative to debt gives Collective Mining more financial flexibility than a highly leveraged explorer. This can help support exploration commitments and provide greater resilience while projects advance, although future funding may still be required.
Read all positive factors

Collective Mining (CNL) vs. iShares MSCI Canada ETF (EWC)

Collective Mining Business Overview & Revenue Model

Company Description
Collective Mining Ltd. is a company dedicated to identifying and advancing promising mineral resources, with a primary focus on gold prospects throughout South America. Its exploration activities target deposits containing gold, silver, and copper...
How the Company Makes Money
Collective Mining is an exploration-stage company, and public, consistently available information indicating recurring operating revenue from the sale of minerals or production is null. In practice for this business model, the company’s funding an...

Collective Mining Financial Statement Overview

Summary
Exploration-stage profile with zero revenue through TTM and widening losses (net loss ~-$56.1M TTM). Cash burn is heavy and increasing (FCF ~-$63.2M TTM; OCF ~-$46.7M TTM), implying continued reliance on external funding. The balance sheet is the key offset (equity ~$115.9M vs debt ~$14.7M; modest debt-to-equity ~0.13), but ROE is deeply negative (~-49% TTM) and rising debt signals growing funding needs.
Income Statement
12
Very Negative
Balance Sheet
54
Neutral
Cash Flow
18
Very Negative
BreakdownTTMMar 2026Dec 2024Dec 2023Mar 2023Mar 2022
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-943.26K-97.50K-44.38K-22.43K-8.81K-6.61K
EBITDA-53.72M-48.35M-26.56M-18.87M-17.15M-10.24M
Net Income-56.14M-49.86M-26.95M-19.13M-17.27M-17.31M
Balance Sheet
Total Assets168.53M158.05M42.56M16.97M10.14M17.27M
Cash, Cash Equivalents and Short-Term Investments93.57M129.65M38.93M14.17M8.50M16.31M
Total Debt14.65M1.86M155.53K119.70K76.61K121.65K
Total Liabilities52.65M12.92M5.55M4.25M3.20M1.69M
Stockholders Equity115.88M145.13M37.01M12.72M6.94M15.58M
Cash Flow
Free Cash Flow-63.25M-41.83M-22.81M-17.29M-14.54M-8.10M
Operating Cash Flow-46.73M-35.88M-22.57M-16.94M-14.22M-7.87M
Investing Cash Flow-25.23M-14.66M-238.93K-353.51K-319.01K-234.03K
Financing Cash Flow96.15M140.73M49.30M22.26M7.26M23.07M

Collective Mining Technical Analysis

Technical Analysis Sentiment
Positive
Last Price21.75
Price Trends
50DMA
19.30
Positive
100DMA
21.12
Positive
200DMA
21.28
Positive
Market Momentum
MACD
0.91
Negative
RSI
65.14
Neutral
STOCH
84.59
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:CNL, the sentiment is Positive. The current price of 21.75 is above the 20-day moving average (MA) of 21.25, above the 50-day MA of 19.30, and above the 200-day MA of 21.28, indicating a bullish trend. The MACD of 0.91 indicates Negative momentum. The RSI at 65.14 is Neutral, neither overbought nor oversold. The STOCH value of 84.59 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:CNL.

Collective Mining Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
C$1.95B25.7822.56%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
52
Neutral
C$2.14B-6.43-85.63%29.41%67.80%-2.37%
51
Neutral
C$2.00B-26.50-49.22%-12.73%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:CNL
Collective Mining
23.10
4.22
22.35%
TSE:RIO
Rio2
3.56
1.82
104.60%
TSE:IAU
i-80 Gold Corp
2.47
1.26
104.13%

Collective Mining Corporate Events

Business Operations and Strategy
Collective Mining Advances Orion and Victory Targets to Drilling at Guayabales Project
Positive
Sep 3, 2026
Collective Mining plans to start drilling this week at its newly defined Orion target at the Guayabales Project in Colombia, after surface work outlined a 350-meter by 300-meter mineralized zone with strong gold, silver, copper and molybdenum geoc...
Business Operations and Strategy
Collective Mining Extends High-Grade Apollo Breccia with New Northern Discovery
Positive
Sep 1, 2026
Collective Mining reported new drill results from its 2026 program at the Guayabales Project in Colombia, highlighting a significant northern extension of the Apollo breccia body. Two deep directional drill holes from Pad 37 intersected high-grade...
Business Operations and Strategy
Collective Mining Posts Strong Metallurgical Results at Apollo and Accelerates Resource Timeline
Positive
Aug 25, 2026
Collective Mining reported robust metallurgical results from a master composite representing the top 1,000 meters of the Apollo system at its Guayabales Project in Colombia, with locked-cycle tests showing recoveries of 95% gold, 92% silver and 85...
Business Operations and Strategy
Collective Mining Advances Guayabales Adit Toward 2026 Construction
Positive
Aug 18, 2026
Collective Mining has completed a 1.8-kilometer access road linking the Pan American Highway to the planned exploration adit portal at its Guayabales Project in Colombia. With permits secured, portal platform and box-cut work will begin immediatel...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 17, 2026