tiprankstipranks
Cadence Minerals PLC (GB:KDNC)
LSE:KDNC
Want to see GB:KDNC full AI Analyst Report?

Cadence Minerals (KDNC) AI Stock Analysis

17 Followers

Top Page

GB:KDNC

Cadence Minerals

(LSE:KDNC)

Select Model
Select Model
Select Model
Neutral 51 (OpenAI - Gpt-5.6Sol)
Rating:51Neutral
Price Target:
6.00 p
▲(16.50% Upside)
Action:Reiterated
Date:08/19/26
The score is held back primarily by weak operating performance and ongoing cash burn despite a strong, low-debt balance sheet. Technicals are moderately supportive with price above key moving averages, but valuation remains challenged due to losses and a negative P/E.
Positive Factors
Very low leverage
Minimal debt reduces refinancing and interest-burden risk, giving Cadence greater flexibility to preserve capital and fund mineral-project development. Its approximately £18.6m equity base supporting £19.2m of assets provides a meaningful financial cushion.
Negative Factors
No operating revenue
The absence of operating revenue shows that Cadence has not yet established a repeatable commercial income stream. This leaves results dependent on investment gains, project progress or financing outcomes, making medium-term earnings visibility weak.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage
Minimal debt reduces refinancing and interest-burden risk, giving Cadence greater flexibility to preserve capital and fund mineral-project development. Its approximately £18.6m equity base supporting £19.2m of assets provides a meaningful financial cushion.
Read all positive factors

Cadence Minerals (KDNC) vs. iShares MSCI United Kingdom ETF (EWC)

Cadence Minerals Business Overview & Revenue Model

Company Description
Cadence Minerals Plc focuses on the identification, strategic investment in, and advancement of lithium and rare earth mineral resources. The company also actively explores for iron ore and a range of other potential mining opportunities. Its port...
How the Company Makes Money
Cadence Minerals does not operate as a conventional producer with recurring sales from mining output in the information available here. Instead, it is structured primarily to generate value (and potential cash inflows) through (1) capital gains on...

Cadence Minerals Financial Statement Overview

Summary
Financial performance is mixed. The balance sheet is a clear strength with very low leverage and a solid equity base (Balance Sheet Score: 74), but operating results and cash generation are weak: no revenue in 2025, recurring losses (Income Statement Score: 18), and persistent negative operating/free cash flow with ~-£1.1m FCF in 2025 (Cash Flow Score: 22). Losses narrowed in 2025, but profitability and self-funding remain unresolved.
Income Statement
18
Very Negative
Balance Sheet
74
Positive
Cash Flow
22
Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.00-1.02M-3.10M-4.59M577.00K
Gross Profit0.00-1.02M-3.10M-4.59M577.00K
EBITDA-1.39M-1.10M-1.33M-5.49M-141.00K
Net Income-1.71M-3.33M-3.02M-5.50M-144.00K
Balance Sheet
Total Assets19.16M18.45M19.97M21.64M23.01M
Cash, Cash Equivalents and Short-Term Investments1.07M1.13M4.38M6.32M12.30M
Total Debt89.00K755.00K1.24M0.000.00
Total Liabilities542.00K1.24M1.52M317.00K853.00K
Stockholders Equity18.62M17.21M18.45M21.32M22.15M
Cash Flow
Free Cash Flow-1.11M-820.00K-1.31M-1.96M-754.00K
Operating Cash Flow-1.11M-820.00K-1.31M-1.96M-754.00K
Investing Cash Flow-720.00K-198.00K62.00K-2.91M182.00K
Financing Cash Flow2.24M1.45M1.40M4.64M-168.00K

Cadence Minerals Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
52
Neutral
£14.68M-3.50-14.52%
51
Neutral
£25.88M-10.85-9.74%68.07%
45
Neutral
£57.04M-28.25-5.37%-135.71%
41
Neutral
£20.87M-2.70-16.51%76.95%
29
Underperform
£121.43M-31.72-15.04%36.62%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:KDNC
Cadence Minerals
5.75
3.60
167.44%
GB:ALL
Atlantic Lithium
15.00
6.70
80.72%
GB:KOD
Kodal Minerals
0.28
-0.04
-11.88%
GB:POW
Power Metal Resources Plc
12.75
-2.55
-16.67%
GB:CTL
CleanTech Lithium PLC
6.00
0.75
14.29%

Cadence Minerals Corporate Events

Business Operations and StrategyRegulatory Filings and Compliance
Cadence advances Azteca plant refurbishment at Brazil’s Amapá iron ore project
Positive
Aug 10, 2026
Cadence Minerals reported further progress on refurbishing the Azteca processing plant at the Amapá Iron Ore Project in Brazil, with weighted physical completion rising from 77% to 87% and remaining on schedule for a 31 August 2026 target. Ke...
Other
Cadence Minerals CEO Increases Stake with Share Purchase
Positive
Aug 6, 2026
Cadence Minerals has disclosed that its director and chief executive officer, Kiran Morzaria, purchased 733,867 ordinary shares in the company on 5 August 2026 at a price of £0.044 per share. Following this transaction, Morzaria’s total...
Business Operations and StrategyPrivate Placements and FinancingShareholder Meetings
Cadence Seeks Shareholder Backing for Amapá Infrastructure Funding
Negative
Aug 5, 2026
Cadence Minerals has called a General Meeting on 26 August 2026 to seek shareholder approval for a resolution that would allow the board to raise up to £500,000 of new equity without statutory pre-emption rights, primarily to fund urgent infr...
Business Operations and Strategy
Cadence Minerals schedules live online investor presentation for September
Positive
Aug 3, 2026
Cadence Minerals has announced that chief executive Kiran Morzaria will host a live online investor presentation via the Investor Meet Company platform on 4 September 2026 at 10:00 BST. The session is open to both existing and prospective sharehol...
Business Operations and StrategyShareholder Meetings
Cadence Minerals Schedules August General Meeting, Urges Proxy Voting
Positive
Jul 31, 2026
Cadence Minerals has called a General Meeting for 26 August 2026 in London, and has circulated the notice and proxy forms to its registered shareholders. The company is encouraging investors to vote by proxy, preferably appointing the chairman, ah...
Business Operations and StrategyLegal ProceedingsPrivate Placements and Financing
Cadence Minerals Launches ICSID Arbitration Over Sonora Lithium Concessions
Negative
Jul 29, 2026
Cadence Minerals has initiated international arbitration proceedings against the United Mexican States after the International Centre for Settlement of Investment Disputes formally registered its claim. The case stems from Mexico’s cancellat...
Business Operations and Strategy
Cadence advances Azteca plant refurbishment at Brazil’s Amapá iron ore project
Positive
Jul 27, 2026
Cadence Minerals has reported strong progress on refurbishment of the Azteca processing plant at the Amapá Iron Ore Project in Brazil, with weighted physical completion rising from 48% to 77%, ahead of the planned 72% at this stage. Key mecha...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Cadence Minerals Wins Shareholder Backing at AGM as Pre-Emption Motion Withdrawn
Positive
Jul 24, 2026
Cadence Minerals Plc secured shareholder approval for all resolutions presented at its latest Annual General Meeting, with the exception of a proposed disapplication of pre-emption rights, which was withdrawn before a vote. Shareholders backed the...
Business Operations and StrategyRegulatory Filings and Compliance
Cadence Minerals Pushes Azteca Plant Refurbishment Ahead of Schedule at Amapá
Positive
Jul 7, 2026
Cadence Minerals reported that refurbishment of the Azteca processing plant at Brazil’s Amapá Iron Ore Project is running ahead of schedule, with weighted physical progress at about 48% versus 41% planned. Key areas such as the hopper, ...
Private Placements and FinancingRegulatory Filings and Compliance
Cadence Minerals Raises Capital Through Warrant Exercise and Updates Voting Rights
Positive
Jul 7, 2026
Cadence Minerals has received notices to exercise warrants over 4,125,612 new ordinary shares at 1.27p per share, raising £52,395.27 in cash proceeds for the company. Application has been made for these warrant shares to be admitted to tradin...
Shareholder Meetings
Cadence Minerals Sets Date and Details for 2026 AGM
Neutral
Jun 30, 2026
Cadence Minerals has distributed the notice and proxy forms for its 2026 Annual General Meeting, which will be held on 24 July 2026 at Hill Dickinson’s offices in London. The company has made the AGM circular and notice available on its webs...
Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
Cadence Minerals Advances Azteca Restart as Key Step Toward Amapá Production
Positive
Jun 29, 2026
Cadence Minerals reported measured progress in 2025 as it remained pre-production but restructured its Amapá strategy to prioritise the lower-capital Azteca restart as the first operating phase. This shift is designed to establish early opera...
Business Operations and Strategy
Cadence Advances Azteca Restart at Brazil’s Amapá Iron Ore Project
Positive
Jun 17, 2026
Cadence Minerals has completed mobilisation for the Azteca restart programme at the Amapá Iron Ore Project in Brazil, with refurbishment now underway across key processing and electrical systems. Execution remains on schedule, and the company...
Business Operations and StrategyPrivate Placements and Financing
Cadence advances Azteca plant restart at Brazil’s Amapá iron ore project
Positive
May 28, 2026
Cadence Minerals has received the first tranche of construction funding for the restart of the Azteca Plant at the Amapá Iron Ore Project in Brazil, allowing contractor mobilisation to begin. The company, through project operator DEV, has sec...
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 19, 2026