Member Info for Bluebelly

Also, that $1162/oz profit gave £929/oz, it now gives us £1070/oz, but the market is missing that.
Our product is priced in $'s and we are listed on the FTSE AIM in £'s.
This should be reflected in the SP over the next 6 months.

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So our asset value has increased on the spreadsheet.
It's just not showing in the SP yet!!

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Production numbers

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Agree edzi:
Things may become a lot cheaper if the recession bites. Our cash will have a lot more buying power at that point.
Consolidating what we have could prove prudent and I guess he won't come right out and say that until a bargain is bagged.

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Revenue per PGM oz (H2) = $1586, H1 = $1632 - Is this not the basket price??
Cost per PGM oz (H2) = $358, H1 = $540 - Improved efficiency as other companies struggle with increased operating costs.
Earnings per PGM oz (H2) = $1228, H1 = $1092 - Increased, even with lower metal prices.

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Bomker99 - Ref: ATYM RNS
'In H1, we progressed development of our 50 MW solar plant,'.
May be Jubilee could implement a similar Green Generation strategy further improving their ESG credentials, that would further reduce costs of production.

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Appears to be a good update wrt 'prices down but profit up', but no news on cobalt post reporting period apart from 'while we work to unlock the cobalt potential.'
This should give us a SP back to the higher teens!
'The enlarged Inyoni delivered an increase in unit earnings per PGM ounce of 12% compared with the six-month period ending December 2021, despite the realised PGM basket price reducing 3% over the period'.

Progress

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https://twitter.com/BrianGitt/status/1555334290522755073
Copper
Cobalt is also important for this,
Platinum for the Hydrogen route
The companies with the higher cost, will shut down/fail due to becoming unprofitable or insolvent.
The Jubilee way does make sense and remains profitable, although less so.
This may be the time to pick up some bargain tailings dumps, low prices and desperate situations.

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Year end results for 30th June come out around December.
Interim results for End Dec appear around March.
Do you mean the six monthly Operational Updates:
H2 2021 came along in Feb
H1 2021 was on 6th Aug 21, so any time over the next two weeks
They may want to release some more positive data from the Roan Project post H1 - Increased Copper & now Cobalt production.

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28-Jul-22 17:59:48 14.00 809,815 Unknown* 0.00 0.00 113.37k O

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Hopefully a start to better things wrt SP.
There should be a lot of progress/positives to report on.

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It's a different company from 10 years ago. The name change gives it away! It's also been through hard times, some poor financing options, but it's survived, where many have disappeared and is now in a growth phase.

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Probably a good time to be buying, prior to the next financial statement - Annual to June 22 that will highlight, post reporting period. Due around Dec 22.
As Kaiser_B states, this will be the go to company, for the sustainability funds. JLP is building and only going to get bigger unless bought out. They still make money at low commodity prices.

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Hopefully doesn't follow the same pattern as 4D's investor meet Q&A on 21st June, Suspended on 24th June, it was a lack luster presentation, so the writing was on the wall in hindsight.
In all seriousness, lets just hope he can confirm the company is funded for the next twelve months, as he can't release the cash figures until the the financials are released unless he informed the market via an RNS.

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10% of the worlds production_ Gone
Should make a difference in a positive way.

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The metal prices will have an affect on profits, but USD/£ exchange rate will benefit us.
What improvement has happened over the last 18 months, as we are trading at the same price as was first hit Dec 20.
WHI note states 29p/s, but are normally forward looking.
I've been out of JLP for two years having sold at the start of Covid, having held for about 4-5 years and missed the re-rate. Worst decision of my life, but back now and slowly adding.

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JLPposiive - Do these appointees give us improved corporate governance. Would this assist in getting a main market listing on the FTSE? Over the next 12 months I would like to see JLP approaching a £1b mcap, definitely over £500m.

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How much does TSG owe TGR?
As mentioned in Bristols deleted post, The ratio for dilution could change massively due to the current value of TGR.
But TGR could be intitled to X value in return.
No cash remaining knowledge is known and many un answered questions remain.
My biggest fear is I cannot find a company with an RSI this low and recovering?
Averaging 37p due to averaging down, bad move so far.

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From RNS: 16 Apr 21 - Oversubscribed Placing to Raise £10 million to Fast Track Development Plan
The net proceeds of the Placing will primarily be used to expedite the Company's modular medium-term development plan ('MTDP') to take advantage of the strong market demand for its products and to:
¥ Increase capacity of the Company's downstream specialty graphite projects from 1,200 tpa to 16,200 tpa by H1 2022 with the setup of an integrated, multi-product 15,000 tpa Speciality Graphite Project with throughput and product capabilities consisting of:
o 3,000 tpa expandable/intercalated graphite products;
o 3,000 tpa spherical graphite for Lithium batteries;
o 3,000 tpa micronized graphite for high-tech specialty applications including lubrication, polymers, and composites; and
o 6,000 tpa high purity flake graphite for graphene and other high purity graphite applications.

RNS 25th June 21: Downstream Specialty Graphite Development Update
The Company is developing a suite of speciality graphite for use in hi-tech applications like lithium-ion batteries, fire ******ants, thermal management, and composites at its Patalganga Project in India; this is part of Tirupati Speciality Graphite Private Limited ('TSG'), with whom the Company has a binding acquisition agreement subject to regulatory approvals.

From RNS 25 Jun 21:Downstream Specialty Graphite Development Update
- Various work streams ongoing towards constructing the first module of the 15,000 tpa downstream specialty graphite project to enhance capacity from 1,200 tpa to 16,200 tpa by H1 2022.

How much has been spent and are TGR owed any monies from TSG. They seem to have funded quite a lot and have nothing to show for it. Apart from the Indian Government now wanting it re-valuation. Normally meaning they want more money.
Apologies if I have this wrong - Anyone with a better knowledge on this. TSG was/is a big part of the of the 'Corporate Presentation: https://www.tirupatigraphite.co.uk/pdf/Q3-2021-CORP-PPT.pdf

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ShareInvestment: I agree it is the time to buy, but I have thought that since 60p.
The Mozambique transaction has a value of around £21.8m (41.5Aus$), at the time of the deal. That was made up of £15,2m (29mAu$) of debt taken on and £6.6m cash/shares. That is now about £2.1m. So the overall price is around £17.4m.
However, can we afford the debt, has the debt increased due to interest accrued. Is this being delayed to allow us to become profitable, before we take on debt.
This deal was around 20-25% of TGR's value wrt Mcap £90m ish. It is now around 100% of our mcap.
We would be valued presently at £22m TGR + £21m Mozambique, £43m - £15.2m debt=£27.8m/93m shares = £0.29/share as a minimum, unless the Mozambique value has dropped.
All using original ex rate and lots of guessing!!

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