Added to YB: 2026-08-04
Pitch date: 2026-08-01
MKA.L [neutral]
Mkango Resources Ltd.
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 198.9M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-28.60
P/E
-12.16
EV/Sales
3.9K
Sector
Metals and Mining
Category
growth
Mkango Resources (MKA.L): Building the West's Rare Earth Magnet Recycling Leader
MKA.L (overview): UK-listed rare earth play w/ commercial-scale HPMS magnet recycling (short-loop hydrogen decrepitation, no chemical peer) in UK/Germany, US rollout by 2027-28. Recovers Dy/Tb intact, $19.60/kg AISC vs $55 mkt price, 88% lower carbon, $10-30M/plant capex. DFARS/EU CRMA/UK aligned. Songwe Hill mine $559M NPV, Puławy separation. Nasdaq SPAC listing (CPT) for primary div. $15.2M cash. Risks: scrap feedstock, OEM qualification delays.
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