Sovereign Metals Ltd (SVMLF)

$0.36 -0.01 (-2.43%)
Market Cap 551.64M
Revenue (ttm) 107.94M
Net Income (ttm) 6.34M
EPS (ttm) N/A
PE Ratio 18.76
Forward PE N/A
Profit Margin 5.87%
Debt to Equity Ratio N/A
Volume 1,755
Avg Vol 96,404
Day's Range N/A - N/A
Shares Out 167.89M
Stochastic %K 79%
Beta 1.40
Analysts Strong Buy
Price Target $1.20

Company Profile

Sovereign Metals Limited, together with its subsidiaries, engages in the exploration and development of mineral resource projects in Malawi. The company primary explores rutile and graphite. It holds interest in the Kasiya Rutile-Graphite project located in Malawi. The company was incorporated in 2006 and is based in Perth, Australia.

Industry: Other Industrial Metals & Mining
Sector: Basic Materials
Phone: 61 8 9322 6322
Fax: 61 8 9322 6558
Address:
28 The Esplanade, Level 9, Perth, Australia
jimsandrey
jimsandrey Jul. 31 at 1:37 AM
$SVMLF Sovereign Metals reports pre-tax NPV of $2.2BN for Kasiya Thu, 30th Jul 2026 17:03 Sharecast News (Sharecast News) - Sovereign Metals said on Thursday that its Kasiya critical minerals project in Malawi delivered a pre-tax NPV of $2.2BN in its definitive feasibility study, based on $727M of capital expenditure to first production. The AIM-traded firm said the project is expected to generate steady-state annual EBITDA of $476M and pre-tax unlevered free cash flow of $452M, with $16.2BN of revenue over an initial 25-year mine life. Kasiya is positioned to become the world's largest producer of natural rutile and natural flake graphite, producing 222,000 tonnes and 275,000 tonnes a year respectively. The company said it was advancing a US-focused critical minerals strategy following completion of the study, including progressing offtake discussions with Mitsui, Traxys and other potential partners.
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jimsandrey
jimsandrey Jul. 30 at 3:50 PM
$SVMLF https://x.com/Brand_UK/status/2082716637409489085
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jimsandrey
jimsandrey Jul. 30 at 3:17 PM
$SVMLF https://www.marketindex.com.au/asx/svm/announcements/june-2026-quarterly-report-6A1336206
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jimsandrey
jimsandrey Jul. 28 at 1:38 PM
$AMRQF $SVMLF https://thatstocksguy.substack.com/p/us-government-cheese?utm_source=post-email-title&publication_id=1504413&post_id=208639383&utm_campaign=email-post-title&isFreemail=true&r=4xupfa&triedRedirect=true&utm_medium=email
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jimsandrey
jimsandrey Jul. 12 at 11:11 PM
$SVMLF https://www.samso.com.au/post/the-handback-what-rio-tinto-s-kasiya-exit-says-and-doesn-t-say-about-titanium-and-graphite
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jimsandrey
jimsandrey Jul. 9 at 11:17 PM
$SVMLF https://hotcopper.com.au/threads/ann-svm-advances-u-s-strategy-as-rio-collaboration-concludes.9234857/page-12?post_id=84576489
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jimsandrey
jimsandrey Jul. 9 at 11:14 PM
$SVMLF https://hotcopper.com.au/threads/ann-svm-advances-u-s-strategy-as-rio-collaboration-concludes.9234857/page-10?post_id=84573154
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jimsandrey
jimsandrey Jul. 9 at 11:03 PM
$SVMLF https://africa.businessinsider.com/local/markets/rio-tinto-steps-back-from-one-of-the-worlds-biggest-critical-minerals-projects-as/p3w9kt1
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cg1
cg1 Jul. 7 at 11:05 PM
$SVMLF https://api.investi.com.au/api/announcements/svm/03966059-b63.pdf
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jimsandrey
jimsandrey Jun. 29 at 4:20 PM
$SVMLF Well is this the time for a little movement ?
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Latest News on SVMLF
No data available.
jimsandrey
jimsandrey Jul. 31 at 1:37 AM
$SVMLF Sovereign Metals reports pre-tax NPV of $2.2BN for Kasiya Thu, 30th Jul 2026 17:03 Sharecast News (Sharecast News) - Sovereign Metals said on Thursday that its Kasiya critical minerals project in Malawi delivered a pre-tax NPV of $2.2BN in its definitive feasibility study, based on $727M of capital expenditure to first production. The AIM-traded firm said the project is expected to generate steady-state annual EBITDA of $476M and pre-tax unlevered free cash flow of $452M, with $16.2BN of revenue over an initial 25-year mine life. Kasiya is positioned to become the world's largest producer of natural rutile and natural flake graphite, producing 222,000 tonnes and 275,000 tonnes a year respectively. The company said it was advancing a US-focused critical minerals strategy following completion of the study, including progressing offtake discussions with Mitsui, Traxys and other potential partners.
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jimsandrey
jimsandrey Jul. 30 at 3:50 PM
$SVMLF https://x.com/Brand_UK/status/2082716637409489085
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jimsandrey
jimsandrey Jul. 30 at 3:17 PM
$SVMLF https://www.marketindex.com.au/asx/svm/announcements/june-2026-quarterly-report-6A1336206
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jimsandrey
jimsandrey Jul. 28 at 1:38 PM
$AMRQF $SVMLF https://thatstocksguy.substack.com/p/us-government-cheese?utm_source=post-email-title&publication_id=1504413&post_id=208639383&utm_campaign=email-post-title&isFreemail=true&r=4xupfa&triedRedirect=true&utm_medium=email
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jimsandrey
jimsandrey Jul. 12 at 11:11 PM
$SVMLF https://www.samso.com.au/post/the-handback-what-rio-tinto-s-kasiya-exit-says-and-doesn-t-say-about-titanium-and-graphite
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jimsandrey
jimsandrey Jul. 9 at 11:17 PM
$SVMLF https://hotcopper.com.au/threads/ann-svm-advances-u-s-strategy-as-rio-collaboration-concludes.9234857/page-12?post_id=84576489
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jimsandrey
jimsandrey Jul. 9 at 11:14 PM
$SVMLF https://hotcopper.com.au/threads/ann-svm-advances-u-s-strategy-as-rio-collaboration-concludes.9234857/page-10?post_id=84573154
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jimsandrey
jimsandrey Jul. 9 at 11:03 PM
$SVMLF https://africa.businessinsider.com/local/markets/rio-tinto-steps-back-from-one-of-the-worlds-biggest-critical-minerals-projects-as/p3w9kt1
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cg1
cg1 Jul. 7 at 11:05 PM
$SVMLF https://api.investi.com.au/api/announcements/svm/03966059-b63.pdf
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jimsandrey
jimsandrey Jun. 29 at 4:20 PM
$SVMLF Well is this the time for a little movement ?
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MrHurts
MrHurts Jun. 26 at 1:06 PM
$SVMLF This needs more global publicity from management. Looking at the prospects of what Kasiya holds and the global need for rare earth. It should'nt be at this price.
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jimsandrey
jimsandrey Jun. 11 at 4:44 PM
$SVMLF Japanese ambassador to malawi visits kasiya only days after this news China has doubled down on its months-long restriction on exports of rare earth products to Japan despite reports of the U.S. asking Beijing to lift the measures. In January, China’s Ministry of Commerce announced an export ban on dual-use items – including those made with rare earth elements – that have civilian and military use, after tensions escalated between the two Asian powerhouses from their respective stances on Taiwan. Beijing was also considering curbs on export permits for some rare earth-related products. On Tuesday, the Chinese government reaffirmed that the export ban remains in place, with Spokesperson of the Ministry of Foreign Affairs Lin Jian reiterating that rare earths remain classified as “dual-use materials” under Chinese laws that prohibit their export to the Japanese government for military purposes.
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jimsandrey
jimsandrey Jun. 11 at 4:41 PM
$SVMLF https://x.com/sovereignmetals/status/2065022772737155089
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jimsandrey
jimsandrey Jun. 7 at 10:30 PM
$SVMLF https://www.cruxinvestor.com/posts/beyond-the-dfs-7-catalysts-that-could-re-rate-sovereign-metals
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jimsandrey
jimsandrey May. 29 at 4:12 PM
$SVMLF Comment: One wonders what SVML has to prove / do in order to get the market to appreciate the merits and the correct market cap for Kasiya. This is particularly the case given the way that the company continues to reveal that this asset is a smorgasbord of minerals, indeed, increasingly more of one as time goes by. The low 30p’s seems to be something of a bargain basement zone.
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jimsandrey
jimsandrey May. 29 at 4:11 PM
$SVMLF Sovereign Metals Limited (SVML) announced significant heavy rare earth metallurgical testwork results at its Kasiya Rutile-Graphite Project (Kasiya or the Project) in Malawi. The testwork was conducted on monazite concentrates recovered from four pits in the Project’s Definitive Feasibility Study (DFS) mine plan. The results confirm that the heavy rare earth content of Dy, Tb and Yttrium first reported in January 2026 (See ASX Announcement dated 21 January 2026) is present in pits scheduled for the early years of production at Kasiya, with average TREO basket ratios approximately 7x higher than the world’s five largest rare earth producers. Heavy rare earth content is highest in the near-surface (0-6m) which returns DyTb and Yttrium ratios within the TREO basket materially above those of the deeper horizon.
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tccap
tccap May. 22 at 12:11 AM
$SVMLF rick rule loves it, enough said
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jimsandrey
jimsandrey May. 3 at 4:14 PM
$SVMLF The Rio clock is ticking but it’s irrelevant now. Expect a US listing and substantial government support before the year’s out. https://thatstocksguy.substack.com/p/small-caps-may-review?utm_source=post-email-title&publication_id=1504413&post_id=196250675&utm_campaign=email-post-title&isFreemail=true&r=4xupfa&triedRedirect=true&utm_medium=email
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jimsandrey
jimsandrey May. 3 at 4:13 PM
$SVMLF The project benefits from a free-dig orebody requiring no blasting, an upgraded mineral resource of 2.1 billion tonnes, and established export infrastructure including hydropower, heavy-haul rail and the port at Nacala. Offtake momentum is building, with non-binding MoUs in place covering more than 50% of Stage 1 rutile production with Japan’s Mitsui, and around 35–40% of graphite output with Traxys, a firm selected to procure critical minerals for the US Government’s $12 billion Project Vault strategic reserve. Additionally, a potentially significant third revenue stream is emerging: monazite concentrate recovered from SVML’s rutile tailings has shown exceptionally high levels of heavy rare earth elements — including dysprosium, terbium and yttrium — all currently subject to Chinese export controls, with a dedicated evaluation programme now underway to assess the commercial scale of this by-product.
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jimsandrey
jimsandrey May. 3 at 4:10 PM
$SVMLF Sovereign Metals - has published the results of its Definitive Feasibility Study for Kasiya, describing it as a generational asset capable of reshaping the global titanium and graphite supply chains. The study, completed with technical oversight from major Rio Tinto and aligned with IFC Performance Standards, projects a pre-tax NPV of $2.2 billion against capital expenditure of $727 million to first production — an NPV-to-capex ratio of 3x. At steady state, the project is expected to generate annual EBITDA of $476 million and pre-tax free cash flow of $452 million, with total revenues of $16.2 billion over an initial 25-year mine life. Operating costs are pegged at just $450 per tonne of product (FOB Nacala). Kasiya is positioned to become the world’s largest producer of both natural rutile (222,000 tonnes per annum) and natural flake graphite (275,000 tonnes per annum) — both designated critical minerals by the US and EU.
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jimsandrey
jimsandrey May. 2 at 4:49 PM
$SVMLF https://discoveryalert.com.au/kasiya-graphite-rutile-dual-commodity-structure-2026/
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jimsandrey
jimsandrey May. 1 at 3:23 PM
$SVMLF I'm feeling so alone waiting for a big bump up.
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