Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MFG.V
STRONG SELLREMOVEMayfair Gold Corp. · Basic Materials · Canada · $204M · Avg Vol: $217K/d
While Mayfair Gold Corp. operates in the basic materials sector, it is a pre-production gold explorer rather than a low-cost copper or critical mineral producer. It fails the Terry Smith lens as it is a highly cyclical, pre-revenue asset with no current ROIC or pricing power, making it an inappropriate vehicle for playing our commodity supercycle theme.
COMPANY DESCRIPTION
Mayfair Gold Corp. is a Canadian mineral exploration and development company focused on its 100%-owned Fenn-Gib gold project in the Abitibi Greenstone Belt of Ontario. Fenn-Gib is a multi-million-ounce, open-pit gold deposit with excellent infrastructure and significant expansion potential. Mayfair's competitive moat is its status as Canada's first carbon-neutral gold project, combined with a highly efficient, systematic drilling program that consistently expands its resource base.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 0 | 0 | 0 | 0 | — |
| EPS | — | -0.32 | -0.25 | -0.17 | -0.12 | — |
| Shares | — | 44M | 50M | 55M | 67M | +51.9% |
| Debt | 49,854 | 7,218 | 0 | 543,155 | 845,626 | 102.9% |
| Equity | — | 14M | 19M | 17M | 38M | 39.2% |
| Op CF | — | -12M | -12M | -10M | -6M | — |
| Inv CF | — | -84,324 | -18,472 | -160 | 25,597 | — |
| Fin CF | — | 8M | 17M | 7M | 27M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of MFG.V are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MFG.V | Mayfair Gold Corp.(you) | $204M | 6 | STRONG SELL |
| AUMB.V | 1911 Gold Corporation | $188M | 4 | STRONG SELL |
| TSK.TO | Talisker Resources Ltd. | $203M | 11 | STRONG SELL |
| TNGD.V | Tiernan Gold Corp. | $279M | 7 | STRONG SELL |
| GLDG | GoldMining Inc. | $238M | 10 | STRONG SELL |
| PCU.V | Pecoy Copper Corp. | $276M | 4 | STRONG SELL |
| WRLG.V | West Red Lake Gold Mines Ltd. | $197M | 16 | STRONG SELL |
| MACK.V | Mackay Gold & Silver Corp. | $149M | 1 | STRONG SELL |
| RVG.V | Revival Gold Inc. | $187M | 16 | STRONG SELL |
| GHRT.V | Greenheart Gold Inc. | $192M | 18 | STRONG SELL |
Peer medians: ROE -12.3% · P/E 15.3x · Gross margin 0.0%