Added to YB: 2026-04-01
Pitch date: 2026-03-30
KZG.L [neutral]
Kazera Global plc
-15.79%
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
Kazera Global plc operates as a mining investment company in the United Kingdom and South Africa. It operates through Holding Company Expenses, Heavy Mineral Sands Mining Activities, and Diamond Mining Activities segments.
Market Cap
GBP 10.5M
Pitch Price
GBP 0.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.62
P/E
-2.27
EV/Sales
N/A
Sector
Capital Markets
Category
special_situation
Battered'n'Bruised'n'not amused - Kazera Global plc
KZG.L (update): Won $11.9M arbitration vs Chinese buyer who defaulted on Namibian tantalum asset purchase; still owns 100% as security while enforcing award. Discussing sale/JV w/ 3 parties. 622k tonne JORC resource (480-500ppm Ta, 0.14% Li). Tantalum surged $191k/t (2022) to $595k/t (Mar'26) on AI chip demand, 5.5G rollout & semiconductor sputtering. Focusing on SA diamonds/heavy mineral sands post-exit.
Read full article (2 min)