Member Info for bottomsup

I see the second largest producer of chrome profits are down due to price of chrome ,rising costs and currency exchange.

I figured it out it’s Boris our x priminster.

No wonder all the smokes and mirrors.

Iam off

next day iam back.

I am having to read a book on the amount of posts you have put on here and only joined

20 days ago 84 posts.

15 years of investment and never been on LSE before.

Maybe you are smelly on Advfn.

How might increased Zambian copper production affect global copper markets?

Zambia's potential production growth comes at a critical juncture in global copper markets. Industry analysts project a supply deficit of 4-6 million tons annually by 2030, driven primarily by electrification trends including electric vehicle production, renewable energy infrastructure, and grid modernization.

If Zambia achieves its 3 million ton target, it would offset approximately 10-15% of this projected deficit, potentially moderating price increases that some forecasts place as high as $15,000 per ton by 2030. This additional supply would be particularly significant given the simultaneous challenges facing other major producers – Chile's declining ore grades, Peru's social license difficulties, and the DRC's persistent infrastructure limitations.

The timing of Zambia's production increases will significantly impact market dynamics. If substantial new capacity comes online before 2028, it might temporarily suppress price growth. However, if major projects face delays beyond 2030, the contribution might arrive during a period of acute supply shortage, maximizing revenue potential for Zambian producers. According to recent Reuters reporting, Zambia's copper output grew by 12% in 2024 alone, indicating that momentum is building.

Harmproof You mean 2026.

What’s your agenda Harmproof

We would all like to know.

Protecting our investment we can do for ourselves.

Government's Ambitious 3 Million Ton Target

The Zambian government has set an ambitious long-term target of producing 3 million tons of copper annually by 2035, representing a threefold increase from current output levels. This goal forms the cornerstone of the country's National Mining Vision, which positions copper as the primary driver of economic transformation over the next decade.

Harmproof

I second Frogkid nomination to the board.

The only problem is 97% of the shareholders would vote you down.

We need a representative who can tell the truth and backs it up with facts.

Also you don’t listen to shareholders as more than once I have told you to contact JMK for information.

From your posts you haven’t done so.

The facts are in the presentations,RNS news and investors.

Try to keep up it feels like you are back at school and find it difficult to learn and remember!!

The kwacha has appreciated by 19% against the dollar in 2025, making it one of the world’s best performers

Does this help us as we report in dollars

Highlights

• Step out drilling (up to 650 metres on plan) intersected at projected horizons the Merensky reef (“MR”) and UG2 chromitite reef (“UG2”) for hole DT2 and the MR for hole DT3

• UG2 in hole DT2 included one high grade intersection of 9.23 g/t 4E (platinum, palladium rhodium and gold)and showed an overall grade including two deflections of 8.01 g/t 4E over an average 96 centimetre thickness

• Current hole DT3 intersected the MR at 916 metres which was target depth with a wide 1.8 metre mineralised reef. Drilling continues to intersect the UG2

With the company looking at selling noncore assets and are discussing in Sept Tjate (last of our asset in South Africa)

Platinum

Tjate Platinum Project:2005

The drilling programme is the first step in the feasibility study, which will determine the potential mine size, capital cost of development and operating costs.

The key assumptions currently valid for the farms are as follows:

Property: Three contiguous farms: Dsjate 249KT; Fernkloof 539KS; and Quartzhill 542KS

Property Area: Total 5143 ha: Dsjate (2,162 ha); Fernkloof (1,317 ha); and Quartzhill (1,664 ha)

Property Location: On the eastern limb of the Bushveld Complex and immediately downdip of Anglo Platinum’s Twickenham and Impala Platinum’s Marula mines

PGM bearing reefs present: Merensky and UG2 Chromitite

Inferred Resource tonnage: 282 million tonnes

Inferred Resource grade: 7.25g/t (5PGM+Au) Merensky and UG2 weighted average 6.62g/t (5PGM+Au) for Merensky alone

Inferred Resource metal: 65.8 million oz (5PGM+Au)

Attributable valuation in situ: $13 billion, Basis per oz: Platinum $850; Palladium $180; Rhodium $1500; Iridium $150; Ruthenium $50; Au $400

Attributable market valuation: $171 million – based on l a market valuation $7.50/oz

Property Description:

The Tjate farms are largely underlain by rocks of the Main Zone of the Bushveld Complex that dip gently around 11o to 13o towards the west. Anglo Platinum is known to have drilled three diamond boreholes on the Dsjate property and intersected the Merensky and UG2 chromitite reefs. The outcrops of the two reefs are well mapped and the directors of Jubilee are advised that there is little doubt that the three properties are underlain by these economically important reef units.

1. Drilling Intersects Merensky Reef on Tjate Project:

Highlights

• Drilling intersects Merensky reef on Tjate Project in the Bushveld Complex of South Africa

• High grade of 7.78g/t platinum group elements (“PGEs”) plus gold (Au) over a 1 metre reef width

• Platinum (Pt) to palladium (Pd) ratio of 1.8 to 1

• Associated 0.33% nickel and 0.19% copper grades

• In situ value of reef estimated at US$223 per ton rock at today’s metal prices

Tjate Platinum Corporation (Pty) Ltd (“Tjate”) is pleased to announce significant results from the first diamond drill hole DT1 on Tjate’s 2,162 hectare Dsjate farm 249 KT. Hole DT1 intersected the Merensky reef (MR) at 868.5 metres. The assay results indicate a weighted average grade of 7.78g/t 3PGE + gold - sometimes referred to as 4E - over a 1.0 metre reef width, with associated 0.33 % nickel and 0.19 % copper. The indicated in-situ value of this intersection is estimated at US$223 per ton of rock at today’s metal prices..

Multiple accounts have been reported by me.

Boom 💥 Destroyed.

For you to bring this up you must have been using them Harmproof.

I see copper is gradually climbing. $ 9818.00

Https://www.reuters.com/markets/commodities/quiet-revolution-is-unfolding-mining-sector-2025-08-29/

On the Jlp site it states Roan full capacity is 90,000 tons a month

Taking it slowly as if Roan broke down the voting would be different!!

UBS maintained its copper price forecasts through the second quarter of 2026 while introducing a new end-September 2026 target of $11,000 per metric ton, according to a research note released Thursday.

The investment bank noted that London Metal Exchange (LME) copper prices have lacked clear direction in the second half of this year, primarily due to demand headwinds and rising LME inventories that have constrained price growth.

UBS kept all its existing copper price forecasts unchanged through the second quarter of 2026, suggesting the bank maintains its previous outlook despite current market conditions.

The bank cited tightness in the copper concentrate market as a key factor that, combined with an anticipated demand recovery next year, should provide underlying price support in the second half of 2026.

Kenny

The email is private !!

Not to be displayed on the forum unless giving permission .

JM-K

I assume once the full year account are out you may have the opportunity to buy at these ridiculous prices .

I find the FD has more weight than a CEO when they buy as they are endorsing the share price and are more savvy.

This is the first time in my 40 years of investment that I have a Director posting on a forum. A big 👍

I do have a question and will send it later in the week as you may be inundated with emails.

Copper is why I invested.

Iam one of the 105 who hold 94% of the shares.

Chatmandu

They have invited investors to contact them .

Probably fed up seeing so much misinformation on the chat boards.

It will be interesting to see if they reply

Harmproof

rather than ask a shareholder why don’t you get of your backside and send a email to Jonny or Leon(bet you don’t!!)

Please send questions to us for us to reply to stop misinformation being put on chat rooms .

Works ok.

Just finished listening to to it.

Sirboring

How long have you been invested in JLP as you look rather new on here.

I invested in the company for the copper with a long term investment of several years.

Why copper

Supply and demand over the next several years will be in short demand.

No brainer.