Added to YB: 2026-09-17
Pitch date: 2026-09-15
JLP.L [bullish]
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 100.8M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-4.83
P/E
-3.49
EV/Sales
4.22
Sector
Metals and Mining
Category
value
JLP-ful metrics
JLP.L (monitor): Jubilee’s thesis has shifted from rapid, low-cost copper growth to proving conversion into cash: FY26 copper units rose 225% to 3,739 tonnes, but final products for sale increased only 1.3% to 2,120 tonnes. Stable Roan output and Molefe-owned ore support a ~$10m normalized EBITDA base case at $12,000/t copper; 913 tonnes of Roan fines could provide an additional FY27 cash-flow kicker, while further delays, punitive acid costs or continued cash consumption would undermine the thesis.
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