MINE MAYFAIR GOLD CORP.

NEUTRAL Impact: 3/10 6-K
Horizon days Filed May 22, 2026 Processed 18d 18h ago SEC 0001176256-26-000074
Notable filing: 6-K
Latest settled — T+5d ⚠ clustered
MINE ▲ +8.70% at T+5d
NEUTRAL call ✓ call won +8.70% · α vs SPY +7.02% · entry $2.76 → $3.00
Next anchor: T+20d in 13d
Last close $2.73 (close Jun 8) · -1.09% from $2.76 entry
Entry anchored
May 21, 03:53 PM ET
via Databento tick
T+1d
+2.17%
call +2.17% · α +1.59%
$2.82
settled 15d ago
T+5d
+8.70%
call +8.70% · α +7.02%
$3.00
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

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Executive Summary

Mayfair Gold filed a management information circular for its annual general and special meeting to be held on June 25, 2026. The meeting includes routine items: election of directors, appointment of auditor, and re-approval of the omnibus incentive plan. Notable is the continued presence of activist investor Muddy Waters Capital as the largest shareholder at 16.1%.

Actionable Insight

This filing is routine and non-eventful. Monitor the AGM for any activist proposals from Muddy Waters and for any subsequent operational updates from the new CEO.

Key Facts

  • AGM scheduled for June 25, 2026; record date May 15, 2026.
  • Muddy Waters Capital, LLC holds 16.10% of shares; Henry Heeney holds 10.36%.
  • Board consists of five independent directors, all nominated for re-election.
  • Nicholas Campbell resigned as CEO on May 4, 2026; Drew Anwyll transitioned from COO to CEO same day.
  • Kevin Annett appointed CFO on April 7, 2026.
  • Shareholders to vote on re-approval of the Omnibus Incentive Plan (rolling 10% plan).
  • Company is a junior mineral exploration issuer with no revenue.

Financial Impact

No financial impact – the filing is a routine proxy statement with no new financial disclosures.

Risk Factors

  • Potential activist involvement from Muddy Waters at or after the AGM.
  • Junior exploration company with no revenue and high cash burn.
  • Recent management turnover may signal instability.

Market Snapshot

Exchange
NYSE
Sector
Metal Mining
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001176256-26-000074
Exhibit: exhibit99-1.htm0001176256-26-000074
Document: mayfairgold6kmpm.htm0001176256-26-000074
Document: 0001176256-26-000074-index-headers.html0001176256-26-000074
Document: 0001176256-26-000074-index.html0001176256-26-000074
Document: 0001176256-26-000074.txt0001176256-26-000074
9 reports for MINE
Performance horizon
Filters
Rows
Reports for MINE — sortable, filterable
Type Now
May 28, 2026
12d ago
6-K
NEUTRAL ★ 2/10
$3.06 $2.95▼ −3.59%▼ −3.55%$2.73 (−10.78%)
May 22, 2026
18d ago
6-K
NEUTRAL ★ 3/10
$2.76 $3.00▲ +8.70%▲ +7.02%$2.73 (−1.09%)
May 21, 2026
19d ago
6-K
NEUTRAL ★ 3/10
$2.89 $3.06▲ +5.88%▲ +4.28%$2.73 (−5.54%)
May 14, 2026
26d ago
6-K
NEUTRAL ★ 3/10
$3.02 $2.89▼ −4.30%▼ −3.59%$2.73 (−9.60%)
May 13, 2026
27d ago
6-K
NEUTRAL ★ 2/10
$3.02 $3.04▲ +0.66%▲ +0.80%$2.73 (−9.60%)
May 4, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$2.82 $3.13▲ +10.99%▲ +9.01%$2.73 (−3.19%)
Apr 28, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$2.92 $2.88▼ −1.37%▼ −3.06%$2.73 (−6.51%)
Apr 17, 2026
7w ago
6-K
NEUTRAL ★ 3/10
$3.23 $3.05▼ −5.57%▼ −6.13%$2.73 (−15.48%)
Apr 8, 2026
8w ago
6-K
NEUTRAL ★ 3/10
$3.10 $3.21▲ +3.55%▲ +0.03%$2.73 (−11.94%)
Showing 9 of 9

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