Added to YB: 2026-04-02
Pitch date: 2026-03-31
EML.L [neutral]
Emmerson PLC
+4.17%
current return
Author Info
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Company Info
Emmerson PLC engages in the exploration and development of potash in Morocco. Its primary project is the Khemisset Potash project located in northern Morocco.
Market Cap
GBP 41.4M
Pitch Price
GBP 0.02
Price Target
0.35 (+1389%)
Dividend
N/A
EV/EBITDA
6.72
P/E
-1.50
EV/Sales
N/A
Sector
Metals and Mining
Category
special_situation
Emmerson Plc: Position Update
EML.L (update): Reduced ICSID claim to $1.25bn (from $2.2bn) for accuracy, not weakness. Memorial filed. Settlement likely: Morocco declared drought over, wants to focus on OCP operations in expropriated area; Morocco's lawyers (A&O Shearman) advised settlement, claiming no case. Mgmt indicated settlement terms: $350M in 1yr, $500M in 2yrs, $800M in 3yrs. PT 35p (+11% upside).
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