Added to YB: 2026-07-23
Pitch date: 2026-07-19
MKA.L [bullish]
Mkango Resources Ltd.
+2.78%
current return
Author Info
No bio for this author
Company Info
Mkango Resources Ltd., together with its subsidiaries, engages in exploration and development of rare earth elements and associated minerals in Malawi, United Kingdom, and Poland.
Market Cap
CAD 203.4M
Pitch Price
CAD 0.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
-29.25
P/E
-12.43
EV/Sales
4.0K
Sector
Metals and Mining
Category
special_situation
Mkango Resources ($MKA.L): A Deeply Mispriced Rare Earth Magnet & Recycling Platform
MKA.L: LSE junior transitioning to vertically integrated recycled NdFeB magnet producer via patented HPMS tech (88% less energy). ~£151M mkt cap vs SOTP: $400M MKAR NASDAQ spinoff alone, $204M HyProMag USA, $17M Remloy stockpile. First rev Q1'26, UK/German plants launched, Siemens/JLR ties. Asymmetric on re-rate.
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