CNL Collective Mining Ltd.

NEUTRAL Impact: 4/10 6-K
Horizon months Filed May 13, 2026 Processed 1mo ago SEC 0001213900-26-055666
Notable filing: 6-K
Latest settled — T+5d
CNL ▼ -9.24% at T+5d
NEUTRAL call ✗ call lost -9.24% · α vs SPY -9.10% · entry $18.07 → $16.40
Next anchor: T+20d due yesterday
Currently $14.08 · -22.08% from $18.07 entry
Entry anchored
May 13, 02:17 PM ET
via Databento tick
T+1d
-3.27%
call -3.27% · α -4.04%
$17.48
settled 4w ago
T+5d
-9.24%
call -9.24% · α -9.10%
$16.40
settled 24d ago
T+20d
call — · α —
due yesterday
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Collective Mining Ltd. filed a final short form base shelf prospectus on May 12, 2026, registering up to $500,000,000 in securities (common shares, debt, subscription receipts, warrants, units) for potential future offerings over 25 months. The filing is a routine shelf registration that provides capital-raising flexibility but carries potential dilution risk for existing shareholders.

Actionable Insight

This is a shelf filing with no immediate offering — monitor for prospectus supplements that would trigger actual dilution or debt issuance. The company's cash runway (~12 months) suggests a capital raise is likely within that window. Watch for pricing and size of any subsequent offering.

Key Facts

  • Shelf prospectus registers up to $500,000,000 in securities (common shares, debt, subscription receipts, warrants, units) over 25 months
  • No specific offering has been priced or launched — terms will be set in future prospectus supplements
  • Company had ~US$113.3M cash and ~US$91.4M working capital as of March 31, 2026
  • Expected cash burn of ~US$82M for April 2026–March 2027; company expects current resources to fund operations for at least 12 months
  • Common shares trade on TSX (C$23.98) and NYSE American (US$17.46) as of May 11, 2026
  • Company has no operating revenue and negative cash flow from operations; pre-revenue explorer

Financial Impact

Up to $500,000,000 in potential future securities issuance; no immediate dilution or capital event

dilutiondebtcash

Risk Factors

  • Future equity offerings could dilute existing shareholders
  • Company has no revenue and negative operating cash flow — dependent on capital markets for funding
  • Debt securities, subscription receipts, warrants, and units have no established trading market and may lack liquidity
  • Operations concentrated in Colombia with associated political, permitting, and security risks

Market Snapshot

Exchange
NYSE
Sector
Gold and Silver Ores
Analyst Consensus
91% bullish (11 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001213900-26-055666
Document: ea0290460-6k_collective.htm0001213900-26-055666
Document: 0001213900-26-055666-index-headers.html0001213900-26-055666
Document: 0001213900-26-055666-index.html0001213900-26-055666
Document: 0001213900-26-055666.txt0001213900-26-055666
8 reports for CNL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CNL — sortable, filterable
Type Now
May 26, 2026
17d ago
6-K
NEUTRAL ★ 2/10
$16.44 $15.65▼ −4.81%▼ −5.89%$14.08 (−14.36%)
May 22, 2026
21d ago
6-K
NEUTRAL ★ 3/10
$15.69 $15.65▼ −0.25%▼ −1.93%$14.08 (−10.26%)
May 20, 2026
23d ago
6-K
BULLISH ★ 6/10
$16.40 $15.17▼ −7.50%▼ −8.74%$14.08 (−14.15%)
May 13, 2026
4w ago
6-K
NEUTRAL ★ 4/10
$18.07 $16.40▼ −9.24%▼ −9.10%$14.08 (−22.08%)
May 6, 2026
5w ago
6-K
BULLISH ★ 7/10
$18.05 $18.05· 0.00%▼ −1.13%$14.08 (−21.99%)
May 5, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$18.05 $18.05· 0.00%▼ −1.13%$14.08 (−21.99%)
Apr 23, 2026
7w ago
6-K
NEUTRAL ★ 3/10
$20.40 $18.25▼ −10.54%▼ −12.02%$14.08 (−30.98%)
Apr 13, 2026
8w ago
6-K
NEUTRAL ★ 3/10
$19.49 $20.27▲ +4.00%▲ +2.61%$14.08 (−27.76%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (49h 40m)

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