Member Info for 4everlong

Stay tuned for the next exciting Jubilee episode brought to you by the usual suspects.

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I find it difficult to follow the logic or motivation of some posts / posters on this forum.

I can understand the frustration and the disappointments, but if you really don't believe in the company or management WHY are you still invested?

Or, have you sold but just can't let go?

Do you believe that the board & significant share holders are incapable of making the best financial decisions for the company with all the info at their disposal?

2 JSE analysts agree that the sale of SA operations is probably the best long term solution with the caveat that the timing was bad wrt the rapid spike in Pgms. We can only wait for the circular to determine the checks and balances as well as the impact of the uptick in pricing of Pgms.

To secure the resources to ensure long term control in Zambia and ensure significant growth their comment was that the alternative to the sale would be significant dilution, which would not be in the interest of shareholders.

I was in the process of posting the exact same viewpoint re the waste dump Bottomup.

It should be clear to anyone that the future is copper. Platinum is a speculative metal right now. It might or might not have a resurgence. If so it might be short lived. Do we feel lucky?

Copper is a known entity with a long future. Demand is and will be strong.

We are sitting on a 260m ton resource that someone paid > $6m for 10 ton....

Not only were we paid, but they will process and prove the concept viability at their cost. Zero risk.

If this is successful the cash injection from SA will provide a massive expedited boost to Zambia ops.

Instead of stagnant growth in SA there will be significant growth in Zambia that will far outstrip where we would have been had we not gone ahead with this.

This would also happen in a relatively short space of time.

The decision to sell SA ops would not have been taken lightly and there would have been significant number crunching to determine the best way forward.

As a long term holder I understand the shared frustrations of many on this platform with Jubilee, resulting in some negative sentiments. Some of the comments are justified but not worth focusing in as with hindsight everyone is a genius.

Last week, everyone was high fiving and in good spirits, this week not so much!!

It's been a long journey with lots of cul de sacs along the way. I'm a realist and accept that although I would have loved to buy in at the bottom of the curve I didn't, as I thought the share price was a bargain way BEFORE it got into the 3's. I still think it's a bargain today and has even more potential now. If I wasn't already fully committed, I would buy more. I don't believe that there are many other companies at the moment that I could invest in that have the same intrinsic value as well as the potential upside.

I would, with reasonable confidence, recommend this to a new investor today to buy at this bargain price & at the same time avoid the stress & aggravation that WE have endured.

I remain confident that we will see a positive & sustained uptick very soon....

Not sure if the link will work but Mining Weekly seems to have an idea as to where our Zambian projects are heading.

Worth a read.

https://m.miningweekly.com/article/jubilee-starts-production-at-roan-after-successful-processing-trials-2025-05-28

The current market is reflecting a significant change in fortunes for platinum miners. The sentiment is changing wrt Platinum and the widening gap between Pt & gold.

Jubilee has also reflected this in the recent share price movement. This isn't due to a leak on copper production figures, as some have posted. The copper revenue is currently ignored by the market based on Jubilees' performance to date. Hopefully, with a good RNS, we can have a significant breakout. I'm expecting there are negotiations currently in progress re supply agreements, hence the delay in reporting on copper. Hopefully Jubilee can achieve the 1 ton/month Cu soon. Those expecting immediate answers should realise this isn't a 1 day game.

These are the JSE 30 day figures for platinum miners with most of the uptick in price over the last 10 days.

Impala 28.75%

Sibanye 29.75%

Amplants 19.1%

Jubilee 30,49%

Agreed BB.

I can't see the point of any long term holder selling when there's a sign of recovery, when we are all confident of a significant upside. Patience is the key & most have been very patient. I certainly wouldn't be hopping off the bus at the first stop. First rule of Investing 101.

The next 12 months should be huge with significant growth & shareholders will be rewarded. I have too much invested for too long to trade the share hoping to gain from small swings.

Just speculation but is the sale of the large qty of shares not related to the recent deal where +50m shares were issued?

Possibly an agreement was reached with a buyer to take them up without dumping in the market through a facilitated deal. Maybe the miner couldn't hold them for period and an agreement was reached with a 3rd party?

It seemed like a structured deal of sorts.

I have noticed the wild fluctuations on the JSE with Jubilee, to the degree that I'm beginning to think there is some share price manipulation.

Why would a deal for only 149 shares occur right at the bell (exactly 5pm SA time) go through at 76c ( SAn cents) when most of the trades were on ave 6% higher throughout the day. It almost seems that someone wanted to ensure the closing price was set at that level? Ensuring 0% gain for the day where the volume weighted price for the entire day was 79c and the afternoon trades were around 80c to 81c.

Just a random coincidence or not?

Owning JLP shares for a number of years is the equivalent of being in an abusive relationship! 😅

Each time I get to the point where I muster up the courage to cut my losses and leave, my main man Leon gives another convincing speech convincing me to stay!!

On each occasion he promises no more violence and abuse. I believe and I recommit. Buy a couple hundred k more and decide to hang in through the tough times. Then something else happens outside the partnership that directly affects out relationship! FFS.

It's been a tough partnership and rough journey but I'm confident that the abuse will end soon. I remain committed and am confident we will soon be rewarded. I envy the buyers who are only investing now.

Correct Seis. There is a direct correlation between tariffs applied by individual countries to those now applied by the US. It's a reset to a level playing field.

This is a link to a very clear summary pf the tariffs below. (hope the link works).

https://youtu.be/JrTBU7Nsdus?si=UwcAuYWyq8Oee9nV

Or see "Victor Davis Hanson: Donald Trumps trade parity"on YouTube. Well worth a watch.

And on a positive note....

There are no tariffs applicable to chrome from South Africa.

So South African Platinum, Copper & Chrome are exempt.

One assumes the same for copper from Zambia but I havent seen any formal document relating to that.

Member qty ave price

BlueBelly        991k    @ 5,86p

TichTich         65,2k    @ 7p

4EverLong     2,75m   @ 5,7p

TellySing         1,1m   @ 9,9

Roddent         900k   @ 8p

Tiverton        4,2m    @ 7,5p

Raider073     1,2m   @ 5,75p

Nick0212    166k  @ 5,8p

Captpoet      1,394 @ 13,18p

Current member totals = 12 766 000

Member qty ave price

BlueBelly 991k 5,86p

TichTich 65,2k 7p

4EverLong 2,75m 5,7p

TellySing 1,1m 9,9

Roddent 900k 8p

Tiverton 4,2m 7,5p

Current member totals = 10 006 200

Member qty ave price

BlueBelly 991k 5,86p

TichTich 65,2k 7p

4EverLong 2,75m 5,7p

TellySong 1,1m 9,9p

ChesterGreen 492k 4,6p

Current member totals = 5 398 200

Member qty ave price

BlueBelly 991k 5,86p

TichTich 65,2k 7p

4EverLong 2,75m 5,7p

TellySing 1,1m 9,9

Current member totals = 4 906 200

Patience

Member qty ave price

BlueBelly 991k 5,86p

TichTich 65,2k 7p

4EverLong 2,75m 5,7p

Current member totals = 3 806 200

For those that weren't aware, as per the published list of exemptions, PGMs and Copper are excluded from US tariffs in South Africa.

I assume then that Zambian copper is also excluded but I havent seen their list. The pullback in copper was expected due to the stockpiling in anticipation of tariffs.

Another result of DJT policies will be an increase in manufacturing ICE vehicles in the US.

I cannot see a better 18 month investment case right now. If there is, please dm me!!

As a long time Jub holder it would be interesting to hear from other members their holding, and ave price to gauge roughly how many Jub shares are represented on this forum. New holders are getting in cheap!! My initial buys were around 13p 🙈

My holding is currently at 2,75m at 5,7p

This was Leon in February:

In addition, Jubilee is concluding final details of the due diligence on the Large Waste Project with expected conclusion of the transaction as per the terms of the agreement during March 2025.

And here we are.....

How did that change so much in 6 weeks after so long???