Added to YB: 2026-01-12
Pitch date: 2026-01-09
PAT.L [neutral]
Panthera Resources PLC
-3.26%
current return
Author Info
Case Research is an arbitrations equity analyst who loves: heavy asymmetry, catalysts, and general cinches! Sign up for the newsletter.
Company Info
Panthera Resources PLC primarily engages in the exploration and development of gold projects in India and West Africa.
Market Cap
GBP 72.0M
Pitch Price
GBP 0.21
Price Target
1.45 (+598%)
Dividend
N/A
EV/EBITDA
-26.07
P/E
-23.79
EV/Sales
N/A
Sector
Metals and Mining
Category
special_situation
The Case Research Portfolio - Panthera Resources PLC
PAT.L (holding update): India blocked Panthera's Bhukia mining license; arbitration case claims $1.5bn vs $82mn market cap (602% upside, 165% CAGR over 2yr timeline). LCM backs case with 80%+ win rate. Market implies 14% success probability - too low for conservative $577mn award estimate.
Read full article (2 min)