Member Info for Billyboy2fromiii

Shiner,

Thank you, very useful. BB2.

Mikie,

My very rough calculations as at 30/11/20 would suggest Marlborough own approx 90m shares, so about 4.5%. So on that basis, yet a TR1 should have been issued when the crossed the 3% and 4% threshold. Robers says they have help for a couple of years but I cannot remember a TR1 previously, may be wrong though??

As Ray says, a great endorsement for Jubilee!!!

BB2.

Hi Mikie,

Robers on the other site says that Marlborough have help for a couple of years. The rapid increase in Jubilee's sp over the last two months has probably meant that the % holding within the Marlborough fund has risen sharply recently. rather than then adding shares to previous holding. BB2.

Hi,

Doing a bit of research this am and I noticed that the above fund has (as at 30th November 20) Jubilee Metals as its largest shareholding at 3.93%. The fund is managed by Alpha Manager Rated, Giles Hargreave and Trustnet quote him as "one of the UK's leading small cap investors and has earned numerous awards".

So that is Marlborough, Premier Miton and Slater who we know have all got Jubilee in their fund(s).

BB2

Morning,

Interesting short video regarding copper in Zambia. Thanks to Robers98 on the other site.

htTps://youtu.be/rXlNS6JIDvg

BB2

Morning,

If you have got 52 mins spare, this is a very interesting webinar. Lots of interesting info regarding the future demand for copper and platinum.

https://www.brighttalk.com/webcast/17849/457833

Enjoy, BB2.

Vbig,

The "green" issue is important and will, in my opinion, become more important as we go forward....

3card has correctly stated that Jubilee remove the metals from the (waste) tailings which obviously make the remaining waste cleaner than before. But secondly, Jubilee leave that remaining waste in a much more environmentally friendly manner.

The following are extracts from the Co Presentation on the Co website..............

Implementing environmentally conscious metal recovery solutions that ensure a zero-effluent policy.

First mover advantage to take advantage of global opportunity for metals recovery and satisfying increasing environmental liabilities.

Transferred 600 000 tonnes of historical unsealed waste into modern zero effluent facility.

Rehabilitation of tailings dam core to strategy rehabilitated 550 000 tonnes of waste material onto sealed storage facilitwith zero effluent

Received recognition from the World Bank for innovative design incorporating rehabilitation and zero effluent at its core.

World leading team with ability to design build and execute mine waste treatment projects, applying advanced environmentally sustainable techniques.

In addition, this extract is from the latest Co Financial Report..........

Reducing the amount of mining waste residue;

Jubilee’s innovative capacity and technical leadership enables the Company to generate significant value from
resources that were previously believed to be irrecoverable and sat as primarily on surface waste. In doing so,
Jubilee is creating carbon negative ecosystems by significantly reducing the amount of waste residue from mining
processes by extracting the metal contained within the material and depositing the residue from the reprocessing in
an environmentally friendly manner with a zero-effluent policy.

Jubilee’s business model is based on the processing of primary and secondary waste and discard streams; Jubilee’s
responsible processing of these streams assists in reducing the negative impact of same on the environment and
also reducing the health risks of the environmental liability that is created by the above ground material; this makes
the business model very attractive.

In summary, as regards existing tailings, Jubilee pick up a load of waste material which contains metals and in some cases toxics, remove the metals and then redeposit the remaining waste material in a environmentally friendly manner ensuring a zero-effluent policy.

I hope that helps,

BB2.

Bumble,

Thank you for taking the time to reply. Sounds complicated which is why I lost interest previously. Also from memory there was a lot of negativity towards AB(?) on the forums which I got fed up with reading.

I will try and do a bit of reading and get a better grasp of this.

I am invested elsewhere in a few battery metal producers (for the EV market) and I think I have read that hydrogen power could be an alternative. Have AFC any exposure to this or is it solely to do with the charging points for the EVs where AFC could come into play?

Regards, BB2.

Hi,

Got shares in AFC from 2015.... finally now in decent profit. To be honest, I largely forgot about this Co a couple of years or so ago.

I never have really understood what exactly AFC does. Can anyone provide a basic idiot's guide to what AFC do and what you are hoping for going forward.

Much appreciated, BB2.

Steve,

I have had a look at Fevertree as an example. Launched on stock exchange at £1.65 in 2014. Obviously had tremendous growth since. However, at the first accounting period, the mcap was about £150m. The revenue at that time was £34m.

BB2.

Hi,

Could someone please explain what we are still waiting for, what the mentioned amendment is, which parties are likely to vote in our favour and which against us.

To be honest, I have completely lost touch with this share over the last couple of years.

Still hold from purchases several years ago.

Thanks, BB2.

Gallini,

Positive reviews as well.

BB2

Hi,

Thank you all for your replies. Positive product reviews.

I therefore decided to buy the (1000mg peppermint and 1000mg blood orange) CBD oil to test them both out for both effectiveness and also flavour.

I used this as a bit of research, with some interesting findings.

Firstly, I had difficulty getting onto the zoetic.co.uk website which I thought was the website stated in a RNS. My ipad would not allow access and computer said access denied???. This led me to google the product. I was very positively surprised that the oil was actually available from about 20 different external websites, which is very good (I didn't realise it was so widely available). However, there was no reviews of the product on any of the websites, which to me indicates a distinct lack of actual sales from these external suppliers. The main negative however was that some of these websites had literally hundreds of different CBD oils available (I found Zoetic on page 6 of more than 10 one one site).

I eventually managed to get onto the Zoetic site (via shop on Zoetic.com) and ordered from there with 25% discount offered and accepted. The Zoetic website had several reviews for the majority of its products (two of which were out of stock), all of them positive.

My conclusion is that this industry is big and getting bigger. However, what is going to make punters but the Zoetic brand rather than the many other alternatives that are widely available ?

I will await the sales/revenue figures within the results due later this month with interest.

BB2.

Hi,

Just wandering if anyone has tried the oil to help with sleep? The comments on the website (only 12 though) seem positive but always wary of such reviews. Anyone actually tried tried the products?

BB2

Vincent,

I do agree that some sales data is needed. Sales in the US started in June 19 and sales in the UK end of July 19. The revenue to 30th Sept 19 was £36k for this short sales period. However, revenue to 23rd Dec 19 was £29k and then revenue to 31st March 20 was only £27k. These figures do not show a trend that buyers are returning to buy again and again. The Companies comments about needing to get away from the novelty idea, by increasing pack sizes, may further prove this. It is very difficult to draw a clear conclusion as the above figures only cover a nine month period. The figures to 30th Sept 20 due soon will help.

After talking to a friend in the States, without doubt this is a big industry. However, the big boys won’t let minnows in lightly.

To justify anything near the present mcap, ZOE will need repeat buyers rather than one-time gimmick buyers. The info released over the next few weeks will certainly be interesting.

BB2

BB,
Thank you.

Gallinu, which RNS was that in. Cannot find that info. BB2

Hi,

I did think that. ZOE seem to make a big think on their website about being vertically integrated. Obviously this will need to be changed as it is now incorrect ??? My research has shown that there here appears to be lots of benefits in this industry in being so, especially the quality control of importantly the plants but also obviously final product.

Any thoughts on if this will be an issue to ZOE going forward?

Who are ZOE's main competitors? Are they vertically integrated?

Any thoughts?

BB2.

Jimjams,

Thank you for reply.

BB2.

Hi,

Again, thank you.

So basically, the £92k revenue referred to in full year accounts to 31st March would have all been from the new CBD operation?

I understand that this is irrelevant in the probable bigger picture but I noticed it in my research and wanted to ask.

BB2.