Added to YB: 2026-04-03
Pitch date: 2026-04-01
JLP.L [neutral]
Jubilee Metals Group PLC
-4.62%
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 134.1M
Pitch Price
GBP 0.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.65
P/E
-4.65
EV/Sales
6.68
Sector
Metals and Mining
Category
turnaround
The self JLP therapy - 1H26 Earnings
JLP.L (earnings): 1H26 OCF break-even ex depreciation/finance at 1,543t production despite $8,062/t costs (vs $4,294/t FY24) from ZMW strength, 85% power spike & low utilization. April critical: 482t Cu fines commissioning, Molefe roads fixed, pre-strip for enlarged pit targeting 15Kt/mo ore in 4Q26, 20Kt/mo from 1Q27. Partners elected shares over cash at 14.3% premium. FY26 guidance under review. Trading 63% NAV discount, $11.5M net cash, $65M receivable. FY27 12Kt Cu at $6k margin = $72M gross profit vs $3.1M 1H26
Read full article (5 min)