Added to YB: 2026-01-12
Pitch date: 2026-01-09
EML.L [neutral]
Emmerson PLC
Author Info
Case Research is an arbitrations equity analyst who loves: heavy asymmetry, catalysts, and general cinches! Sign up for the newsletter.
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 36.6M
Pitch Price
N/A
Price Target
0.53
Dividend
N/A
EV/EBITDA
5.93
P/E
-1.37
EV/Sales
N/A
Sector
Metals and Mining
Category
special_situation
The Case Research Portfolio - Emmerson PLC
EML.L (holding update): ICSID arbitration v Morocco over rejected potash project; 93% win rate arbitrator, strong legal backing. Award probability-weighted at 0.53 P/S vs 0.03 current price = 1679% upside, 58% CAGR over 6yrs. Risks: case loss, potash price exposure, enforcement challenges.
Read full article (2 min)