Added to YB: 2025-10-30
Pitch date: 2025-10-28
JLP.L [bullish]
Jubilee Metals Group PLC
+1.75%
current return
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
value
JLP I need somebody, JLP not just anybody
JLP.L: Zambian copper producer at 64% NAV discount ($108M mcap vs $207M book value). Smart money exiting but co guidance 5,100 tonnes FY26 unchanged. Trades 8x P/E on conservative forecasts w/ 62% unused capacity. $90M SA asset sale proceeds + Tjate 65Moz PGM project ($0.63/oz valuation). Copper $11k/tonne, supply deficit expected. High execution risk but massive upside potential.
Read full article (10 min)