Added to YB: 2025-08-11
Pitch date: 2025-08-07
JLP.L [bullish]
Jubilee Metals Group PLC
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Jubilee Metals Group plc operates as a diversified metals processing and recovery company. It operates through Copper and Cobalt, PGM and Chrome, and Other segments.
Market Cap
GBP 123.5M
Pitch Price
GBP 0.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.14
P/E
47.31
EV/Sales
0.63
Sector
Metals and Mining
Category
special_situation
JLP-lease Coetz-Sir, can I have more?
JLP.L: Copper miner selling S. African PGM ops for $90M, keeping Zambia assets with $86M net assets at 74.5% discount. Keep undeveloped Tjate PGM project worth $41M (65Moz potential). FY26 guidance cut to 5,100t Cu, causing 7% drop. Poor near-term profits but 27Kt/yr potential by FY27 at $2-3K margins = $31M profit (P/E <4x). Risk is delays.
Read full article (6 min)