RE: Strategic Rationale5 Jun 2025 08:46
I think this is a great strategic move, RSA is mature mining market with many issues. PGMs currently have limited upside.
As to value of disposal, these are not whopping mines being sold but finite life mine dump operations. Copper is a hot space with much future upside, plus Jubilee may be able to access primary mining operations rather than just dumps, this will provide longer term continuity. I have watched and traded JLP over 14 years . Watch this space.