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LON:MKA

Mkango Magnetic Materials Ltd

OPPORTUNISTIC BUY 2026-10-04 Data 5 days old 37.00p Basic Materials - Industrial MaterialsAWAIT ENTRY
BLOCKED - NOT ACTIONABLEMethodology gate: buy_preconditions_failed
64

Position levels

Currenttoday
37.00p
Buy <=wait / entry
33.00p
Trim >=take some off
55.00p
Thesis breakThe investment thesis would be invalidated by the failure to close the Remloy ac...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Completed acquisition of Remloy for EUR 8 million expanding rare earth recycling and manufacturing capabilities across Europe and North America
  • Signed Business Combination Agreement to create a global rare earth platform with pro forma shareholding value of $400 million
  • Targeting scale-up of Remloy to at least 500 tonnes/year of NdFeB alloy powder and HyProMag UK to 100 - 350 tonnes/year
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.