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.
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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%.
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
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001176256-26-000074 |
| Exhibit: exhibit99-1.htm | 0001176256-26-000074 |
| Document: mayfairgold6kmpm.htm | 0001176256-26-000074 |
| Document: 0001176256-26-000074-index-headers.html | 0001176256-26-000074 |
| Document: 0001176256-26-000074-index.html | 0001176256-26-000074 |
| Document: 0001176256-26-000074.txt | 0001176256-26-000074 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 12d ago | 6-K | $2.51 $2.40 | ▼ −4.38% | ▼ −3.37% | $2.31 (−7.97%) |
Oct 5, 2026 21d ago | 6-K | $2.70 $2.58 | ▼ −4.44% | ▼ −4.87% | $2.31 (−14.44%) |
Oct 5, 2026 22d ago | Press Release | $2.70 $2.58 | ▼ −4.44% | ▼ −4.87% | $2.31 (−14.44%) |
Oct 1, 2026 25d ago | 6-K | $2.65 $2.58 | ▼ −2.64% | ▼ −3.80% | $2.31 (−12.83%) |
Oct 1, 2026 25d ago | 6-K | $2.73 $2.53 | ▼ −7.33% | ▼ −8.63% | $2.31 (−15.38%) |
Aug 24, 2026 9w ago | 6-K | $3.24 $3.19 | ▼ −1.54% | ▼ −2.01% | $2.31 (−28.70%) |
Aug 12, 2026 10w ago | Press Release | $2.64 $3.07 | ▲ +16.29% | ▲ +18.25% | $2.31 (−12.50%) |
Jul 23, 2026 13w ago | 6-K | $2.36 $2.43 | ▲ +2.97% | ▲ +2.49% | $2.31 (−2.12%) |
Jun 25, 2026 17w ago | 6-K | $2.28 $2.57 | ▲ +12.72% | ▲ +10.55% | $2.31 (+1.32%) |
Jun 25, 2026 17w ago | 6-K | $2.28 $2.57 | ▲ +12.72% | ▲ +10.55% | $2.31 (+1.32%) |
US Market Status
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