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LON:MKA

Mkango Resources Ltd

OPPORTUNISTIC BUY 2026-08-01 Updated today 38.35p Basic Materials - Industrial MaterialsAWAIT ENTRY
59

Position levels

Currenttoday
38.35p
Buy <=wait / entry
28.67p
Trim >=take some off
50.00p
Thesis breakA forced, deeply dilutive equity raise at materially lower prices that funds ope...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Successful first production and commercial sales of recycled NdFeB alloy powder from Tyseley Energy Park with 3 tonnes produced
  • GBP 3 million equity raise completed in October 2025 post quarter-end
  • HyProMag UK targeting 2 tonnes per month production with phased expansion to 100-350 tpa
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.