Added to YB: 2026-02-23
Pitch date: 2026-02-20
JLP.L [neutral]
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 172.6M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-12.48
P/E
-6.45
EV/Sales
12.70
Sector
Metals and Mining
Category
value
1H26 JLP crowns its rain in Zambia
JLP.L (update): Zambian Cu producer sold SA biz for $90M ($25M received, $65M pending) vs $175M mkt cap. 1H26: 1,543t Cu (+8.7% YOY). Roan scaling to 40Ktpm by 4Q26. Molefe expanding 550% in 2H26; new enrichment module by FY27 start. 16.1Kt Cu stockpile. 240Mt waste project review confirms scale, JV by FY26 end. At $11K Cu, $5.5K margin = $26.4M EBITDA (3.4x EV/EBITDA, 14x P/E). Galileo drilling suggests larger orebody. Sable refinery, Molefe upside, waste project value not in price.
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