Caledonia Mining Beheer
Beheer criteriumcontroles 4/4
De CEO Caledonia Mining is John Learmonth, benoemd in Jul2022, heeft een ambtstermijn van 3.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 907.19K, bestaande uit 60.2% salaris en 39.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.16% van de aandelen van het bedrijf, ter waarde $ 5.32M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.8 jaar en 3.3 jaar.
Belangrijke informatie
John Learmonth
Algemeen directeur
US$907.2k
Totale compensatie
| Percentage CEO-salaris | 60.22% |
| Dienstverband CEO | 3.8yrs |
| Eigendom CEO | 1.2% |
| Management gemiddelde ambtstermijn | 3.8yrs |
| Gemiddelde ambtstermijn bestuur | 3.3yrs |
Recente managementupdates
Recent updates
Narratiefupdate • May 06
CMCL: Deep Drilling Success Will Drive Future Upside Despite Blanket Output Weakness
Analysts have kept their fair value estimate for Caledonia Mining steady at $47.50. The updated price target is framed around revised assumptions for revenue growth, profit margins and a lower forward P/E, alongside a slightly higher discount rate.
Narratiefupdate • Apr 22
CMCL: High Margin Outlook And Deep Drilling Results Will Support Future Upside
Analysts have reduced their price target for Caledonia Mining from $45.00 to $35.69, reflecting updated assumptions that combine a lower revenue growth outlook of 12.80% with a higher projected profit margin of 47.56% and a lower future P/E of 4.89. What's in the News Reported Blanket Mine gold production of 14,767 ounces for the quarter ended March 31, 2026, compared with 18,671 ounces in the first quarter of 2025 (company announcement of operating results).
Narratiefupdate • Apr 08
CMCL: Stronger Margins And 2026 Production Guidance Will Drive Bullish Repricing
Analysts have trimmed their price target on Caledonia Mining from $46.25 to $42.73 as they factor in a higher discount rate, a more moderate revenue growth outlook of 16.20%, a stronger projected profit margin of 40.63%, and a slightly lower future P/E of about 6.25x. What's in the News Caledonia Mining issued production guidance for 2026, with Blanket Mine gold output expected in a range of 72,000 to 76,500 ounces (Key Developments).Narratiefupdate • Mar 25
CMCL: Stable Blanket Output And Higher Margins Will Support Bullish Repricing
Analysts have kept their $46.25 price target on Caledonia Mining unchanged, citing revised assumptions for the discount rate, revenue growth, profit margin and future P/E that they believe better align the valuation with current company forecasts. What's in the News Fourth quarter 2025 gold production at Blanket Mine was reported at 17,367 ounces, with management highlighting lower tonnages from higher grade areas and electricity supply interruptions as key operational factors affecting the second half of the year (Key Developments).Narratiefupdate • Mar 10
CMCL: Blanket Production Stability And Margin Outlook Will Drive Future Upside
Analysts have raised their price target on Caledonia Mining from $36.00 to $45.00, citing updated assumptions that include revenue growth of 26.63%, a profit margin of 35.37% and a future P/E of 7.16, despite a slightly higher discount rate of 9.25%. What's in the News Reported fourth quarter 2025 production of 17,367 ounces at the Blanket mine, with management highlighting the impact of lower tonnages from higher grade areas and electricity supply interruptions late in the quarter (Key Developments).Narratiefupdate • Feb 24
CMCL: Bilboes Development Will Drive Future Upside Despite Blanket Production Headwinds
The analyst price target for Caledonia Mining has been adjusted from $45.00 to $47.50 as analysts update their models for revenue growth assumptions, profit margins, and the future P/E multiple. What's in the News Fourth quarter 2025 gold production was 17,367 ounces, with management highlighting lower tonnages from higher grade areas and electricity supply interruptions as key operational headwinds that are being addressed (Key Developments).Narratiefupdate • Feb 09
CMCL: Bilboes Development Decision Will Drive Future Bullish Repricing
Analysts have maintained their fair value estimate for Caledonia Mining at $46.25. They made only small tweaks to inputs such as the discount rate and assumed future P/E, reflecting fine-tuning rather than a major shift in their overall view.Narratiefupdate • Jan 26
CMCL: Future Production And Bilboes Project Will Drive Bullish Repricing
Narrative Update: Caledonia Mining Analyst Price Target Shift Analysts have lifted their fair value estimate for Caledonia Mining from US$37.50 to US$46.25, citing updated assumptions on revenue growth, profit margins, discount rate, and future P/E that together support a higher price target despite mixed shifts in the underlying inputs. What's in the News Fourth quarter 2025 gold production was 17,367 ounces, with the company highlighting lower tonnages from higher grade areas and electricity supply interruptions in the second half of the year as operational headwinds.Narratiefupdate • Jan 11
CMCL: Bilboes Development Decision Will Reshape Future Cash Flow Potential
Analysts now see Caledonia Mining's fair value at $36.00, up from $20.75, with the higher discount rate, softer revenue and margin assumptions, and a higher future P/E view helping to explain the shift in their price target framework. What's in the News Caledonia Mining decided to proceed with the Bilboes Gold Project after completing and publishing the feasibility study, and identified a single phase development approach as the most economic option (Key Developments).Narratiefupdate • Dec 26
CMCL: Bilboes Development Will Drive Strong Future Upside Potential
Analysts have nudged their price target on Caledonia Mining higher to reflect an unchanged fair value of $45.00, along with modestly stronger projected revenue growth, a meaningfully improved profit margin outlook, and a lower expected future P/E multiple that together enhance the stock's risk reward profile. What's in the News Decision to proceed with the fully permitted Bilboes Gold Project in Zimbabwe after a feasibility study confirmed single phase development as the most economic approach, with front end engineering design starting immediately and first production targeted for late 2028 (company announcement) Project economics at the Bilboes Gold Project significantly enhanced at the September 2025 LBMA gold price of USD 3,648/oz, implying a post tax NPV (8% real) of USD 1.23 billion and a post tax IRR above 50% (company announcement) Funding plan for Bilboes includes a peak project funding requirement of USD 484 million plus roughly USD 150 million for interest, working capital and cost overrun facilities, with a strategy focused on minimising equity issuance to protect per share NPV (company announcement) Caledonia maintained its 2025 gold production guidance at 75,500 to 79,500 ounces, underlining management confidence in the current operating outlook (company guidance) Quarterly gold production for Q3 2025 rose slightly to 19,106 ounces, taking nine month 2025 output to 58,846 ounces versus 56,815 ounces a year earlier (operating results) Valuation Changes Fair Value: unchanged at $45.00 per share, indicating no revision to the central valuation estimate.Narratiefupdate • Dec 12
CMCL: Bilboes Development Will Drive Strong Future Upside Potential
Analysts have sharply raised their price target on Caledonia Mining from 28.00 dollars to 45.00 dollars, citing a reassessment of revenue growth prospects and valuation multiples, despite expectations for higher discount rates and lower profit margins. What's in the News Caledonia approved single phase development of the fully permitted Bilboes Gold Project in Zimbabwe, targeting first production in late 2028 and steady state output in 2029, with a post tax NPV 8% Real of USD 1.23 billion and IRR above 50% at the September 2025 LBMA spot price (company announcement) The Bilboes project funding plan calls for peak project funding of USD 484 million plus about USD 150 million for interest, working capital and cost overrun facilities, with a strategy focused on minimising equity issuance to protect per share NPV (company announcement) Caledonia maintained its 2025 gold production guidance at 75,500 to 79,500 ounces, reiterating confidence in its operational outlook (company guidance) Quarterly gold production for Q3 2025 rose slightly to 19,106 ounces, bringing nine month 2025 output to 58,846 ounces, up from 56,815 ounces a year earlier (operating results) Caledonia was added to the S&P/TSX Global Mining Index, increasing its visibility among institutional and index tracked investors (index announcement) Valuation Changes The fair value estimate has risen significantly from $28.00 to $45.00 per share, a 60.7 percent increase.Narratiefupdate • Sep 24
Robust Gold Demand Will Unlock Bilboes Project Potential
The analyst price target for Caledonia Mining was raised on the back of higher-than-expected Q2 gold production, improved 2025 production guidance, and stronger projected free cash flow supporting debt reduction and dividends, driving the consensus fair value up from $27.50 to $37.50. Analyst Commentary Higher-than-expected gold production reported in Q2 from the primary Zimbabwean mine.Narratiefupdate • Sep 04
Robust Gold Demand Will Unlock Bilboes Project Potential
Analysts maintained their $27.50 price target for Caledonia Mining, citing stronger-than-expected gold production, upwardly revised 2025 output guidance, and improved projected free cash flow supporting dividends and debt reduction. Analyst Commentary Bullish analysts highlight stronger-than-expected Q2 gold production from Caledonia Mining’s primary Zimbabwean mine.
Nieuw narratief • Mar 11
Motapa Discoveries And Cost Savings Will Strengthen Future Gold Production
Promising exploration results and feasibility studies at Motapa and Bilboes could boost production, enhancing future revenue.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$61m |
| Dec 31 2025 | US$907k | US$546k | US$55m |
| Sep 30 2025 | n/a | n/a | US$50m |
| Jun 30 2025 | n/a | n/a | US$37m |
| Mar 31 2025 | n/a | n/a | US$25m |
| Dec 31 2024 | US$965k | US$533k | US$18m |
| Sep 30 2024 | n/a | n/a | US$5m |
| Jun 30 2024 | n/a | n/a | US$7m |
| Mar 31 2024 | n/a | n/a | -US$2m |
| Dec 31 2023 | US$781k | US$518k | -US$8m |
| Sep 30 2023 | n/a | n/a | -US$9m |
| Jun 30 2023 | n/a | n/a | -US$5m |
| Mar 31 2023 | n/a | n/a | US$7m |
| Jan 01 2023 | n/a | n/a | US$11m |
| Sep 30 2022 | n/a | n/a | US$29m |
| Jun 30 2022 | n/a | n/a | US$28m |
| Mar 31 2022 | n/a | n/a | US$19m |
| Dec 31 2021 | US$805k | US$480k | US$18m |
| Sep 30 2021 | n/a | n/a | US$17m |
| Jun 30 2021 | n/a | n/a | US$14m |
| Mar 31 2021 | n/a | n/a | US$17m |
| Dec 31 2020 | US$886k | US$436k | US$20m |
| Sep 30 2020 | n/a | n/a | US$20m |
| Jun 30 2020 | n/a | n/a | US$22m |
| Mar 31 2020 | n/a | n/a | US$40m |
| Dec 31 2019 | US$662k | US$434k | US$41m |
Compensatie versus markt: De totale vergoeding ($USD 907.19K ) John } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.59M ).
Compensatie versus inkomsten: De vergoeding van John is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
John Learmonth (61 yo)
3.8yrs
Tenure
US$907,185
Compensatie
Mr. John Mark Learmonth serves as Chief Executive Officer at Caledonia Mining Corporation Plc (formerly, Caledonia Mining Corporation) since July 01, 2022 and has been Non-Independent Director its since 20...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Non-Independent Director | 3.8yrs | US$907.19k | 1.16% $ 5.3m | |
| Chief Financial Officer | 1.1yrs | US$679.43k | 0.011% $ 49.0k | |
| Head of Risk & Compliance | 9.3yrs | US$535.22k | 0.15% $ 695.4k | |
| Non-Independent Executive Director | 3.3yrs | US$832.73k | 12.69% $ 58.2m | |
| Chief Information Officer | 3.8yrs | geen gegevens | geen gegevens | |
| VP of Group Communications & VP of Investor Relations | 10.3yrs | geen gegevens | geen gegevens | |
| Vice President of Corporate Development | 9.8yrs | US$541.15k | 0% $ 0 | |
| Group Head of Human Resources | 1.3yrs | geen gegevens | geen gegevens | |
| Vice President of Exploration | 10yrs | geen gegevens | geen gegevens | |
| Head of ESG | 2.3yrs | geen gegevens | geen gegevens | |
| Head of Projects | 1.3yrs | geen gegevens | geen gegevens | |
| Company Secretary | no data | geen gegevens | geen gegevens |
3.8yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van CMCL wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.8 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Non-Independent Director | 12.3yrs | US$907.19k | 1.16% $ 5.3m | |
| Non-Independent Executive Director | 3.3yrs | US$832.73k | 12.69% $ 58.2m | |
| Non-Executive Director | 14yrs | US$90.00k | 0.084% $ 387.7k | |
| Independent Non-Executive Director | 4yrs | US$59.09k | geen gegevens | |
| Independent Non-Executive Chairman | less than a year | geen gegevens | 0.078% $ 356.4k | |
| Independent Non-Executive Director | 1.3yrs | geen gegevens | geen gegevens | |
| Independent Non-Executive Director | 1.3yrs | geen gegevens | 0.018% $ 83.1k | |
| Independent Non-Executive Director | 2.2yrs | geen gegevens | geen gegevens | |
| Independent Non-Executive Director | 5.3yrs | US$76.94k | geen gegevens |
3.3yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van CMCL wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/31 03:06 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Caledonia Mining Corporation Plc wordt gevolgd door 8 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Dmitry Kalachev | Canaccord Genuity |
| null null | Cantor Fitzgerald Canada Corporation |
| Adam McCarter | Cavendish |