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Excellent description dinlo1. Some of our fans not happy at the appointment but ticket sales for Saturdays match are soaring after the announcement - the blokes got something but I wouldn't want to catch it lol.
LUFC - the bloke with a season ticket next to me travels up from Woking, he has a season ticket but doesn't always get up because of the trains. He's seen us win once this season but he's buying a season ticket for next season - he'd make a good JLP investor, optimistic to the last!
Just listened to Roast for 3rd time trying to work out what is realistic target for copper FY 24/25. Assuming Roan finally gets switched on in May that is c13 kt of concentrate some (5kt?) of which will go to Sable for refining. Is it realistic to expect Sable to produce an additional 7 to 12 kt of copper in addition to make guidance for the full year 20 to 25kt? Or am I being too. Optimistic?
Love Steve Evans , short, fat and fiery
Thank you, yes seen him and another have gone back to Rotherham.. its gona be very close, but loved this season in the championship.. I do a four hour round trip to elland road, so nice to come back happy apart from last weekend
Good luck for the run in LUFC. Have you seen Steve Evans. Former Leeds boss, is back at Rotherham. Let the controversy begin lol.
What we should be clear on is $375m is gross. The main thing we need to understand is what the net margin is?
We have produced circa 3k tonnes by running on 40pc and in constant upgrade mode..so 17k tonnes additional required given everything they have in progress seems like a formality.. but Mr marker doesn't think so
Shuvlin, by the time copper gets to $15k ( which now looks very credible), Jubilee’s production will be well over double 25k. The way they are picking up small miners, they will smash that, just in the small miner arena!
I make it about 375 million dollars before cost of production etc. (on 25k tons)
BRIEF – CITI Expects Copper Price to Hit $10,500/T Over Next 3 Months
06:08
April 19 (Reuters) – CITI RESEARCH:
Expects Copper's Price Rally Continuing Over Coming 3 Months, With Prices Likely To Get Up To $10,500/t
Expects Copper Prices To Average $10k/t In 2q And 3q 2024
Maybe, if Roan actually starts running, these sort of numbers will lift the SP.
A lot!
15k$ per ton by 2026. What kind of a profit would that give us!
Yes. I’ll argue. The cat isn’t dead. The recovery isn’t temporary. The buying isn’t to cover positions.
`Temporary? We shall see.
For Jonah:
dead cat bounce
[dead cat bounce]
noun
stock market
a temporary recovery in share prices after a substantial fall, caused by speculators buying in order to cover their positions:
9.2% fall in a minute followed by a 3.3% recovery of that loss. Arguable?
Frog kid Sorry I Don't know your name but yes it is a problem.The rand has gone to pot. I think it is over the last 20 years the worst performing currency in the world (maybe the Turkish Lira has done worse.)That is another good reason to be positive about Jubilee as they earn dollars and not rands. To buy $ earning companies makes extra sense if you live here.
Brent is retreating too! Good news for inflation. Too much optimism around this afternoon. Must be contagious!!!!
You are welcome Jack. No that cannot be much fun. I dont suppose you can get your money out of SA. That was always the problem.
Seis
Platinum price has just become positive with the talk in South Africa is that platinum will go into deficit so another reason to be optimistic
Continuing the positive vibes, copper is up over US$9,700 / tonne at the moment, we just need to crack on and start producing more of it!
Love it Mikie!
I often think Id like some of what Mikie takes !
Hi Frogkid
Thanks for your last post.It gave me a laugh among st all the doom. I certainly believe being optimistic in life is the way to go. Optimism is a blessing in the world we live in especially staying in a country like South Africa where it is extremely difficult for a white Jew to remain optimistic