Member Info for BushyTailed

You gotta reconcile and weigh up who keeps accusing people of lying and using multiple accounts whilst agitating against the trend.

Given how wrong you've called it so far Siesnev, will you delete your account and just call it a day when we're sub 3p again?

Is anyone actually tracking the overhang?

They don't any IP buttermilk... People have been separating minerals for thousands of years.

Nobody listens to broker notes gotreal, that's why only you believed WH Ireland 📉📉📉⬇️⬇️😂😂😂

That's a great read

Worth a read...

Https://masterinvestor.co.uk/commodities/february-mining-update

Two years later and still not happened lol

"SeisNav

Posted in: JLP

Posts: 2,805

Price: 15.60

No Opinion

RE: TR-111 Mar 2022 14:33

Happydays, you seem to be ignoring the 10,000 tonnes that will start rolling in possibly starting as soon as this month. With Cu already over $10,000 / tonne and forecast to go much higher it’s hardly peanuts"

What can't speak can't lie 🤣🤣🤣📉📉📉⬇️⬇️⬇️⬇️

"gotreal Premium Member

Posted in: JLP

Posts: 1,303

Price: 15.40

No Opinion

RE: SP23 May 2022 17:39

Not sure how you are seeing it drift south when it went up by about 6% last week...? And as it has been range bound for months now the likelihood of it drifting lower, especially given the operational update we have just had seem sto me unlikely."

Maybe tomorrow then, eh gotreal?

@Happydayz Didn't you say something similar at circa 15p ?

Makes one wonder..instead of spending all that record high pgm cash on Roan, whether they should have just been buying concentrate for Sable all along. Instead all the cash is all gone, operating costs exceed sales and they missed out on record high cobalt prices.

Hindsight is a wonderful thing.

Probably because of hope Jolly but you're on the wrong side of the fence.

There's no denying who's been right and who's been wrong here now. Wake up, this mess was absolutely telegraphed.

Hopefully another bounce up over Monday and Tuesday then Charlie?

I thought topping up at the placing price was a winner so I eagerly await a rise back over that at least.

Are we seeing record 500 because of all the QE in china though, they're printing a hell of a lot at the moment?

If I was a communist party cronie getting loads of cash at near zero, would I spend it on exposed domestic equities or look for a US yield who's currency value will likely outpace any domestic earnings potential?

What happens to US equities when the Chinese taps are turned off?

Demonstrated that JLP is negative cash flow... The company is debt free so the negative net cash position is a difference in opex over cashflow.

I'll not argue that if the company can demonstrate recovery of 1.5% then it's a different story but they're not there yet and there is in the short term a requirement of cash.

Obviously this won't sit well with the you know who but given that they're not recommending that you buy it anyway then it shouldn't be a problem. Let's just sit back and see what comes first, dilution or commercial copper production.

Timing the market is much better for you than time in the market.

We'd have to be already at commercial production to get 15k out of Kor for Q1 imo.

That 121 link we saw posted today was also the first time that Dan has alluded to revisiting the guidance towards the middle of the year.

Is this another delay in the pipeline that hasn't come out yet or is just that the guidance as equally conservative as the spread is wide?

I'm going for 18k Yani and 10k kor for Q1. Would be delighted to be wrong

Jubilee Metals (JLP) – Corporate – Jubilee confirms new Chairman to take them to the

next stage

Market Cap £400m Share Price 15p

Jubilee today confirms the appointment of a new Chairman to take over from Colin Bird

(who set up the company) and who will we believe have the experience to take them to

the next stage.

The stage has been set by the outgoing Chairman with Manuel Lino Silva

de Sousa Oliveira (Ollie) appointed as independent non-executive director and Chairman

to help realise the next moves. He brings with him a wealth of experience with senior

executive positions within the Anglo-American Group and at De Beers in a variety of

executive and strategic roles. Ollie has led and managed corporate finance assignments

totalling in excess of US$36bn across the commodities. He also has contacts at

Government levels in a number of African and South American resources jurisdictions

which we think will prove crucial.

Jubilee has grown massively over the past few years. It has established itself as one of

the biggest chrome producers in South Africa and has a sustainable PGM production

facility that it has expanded. It is now working to establish its world-leading metal

recovery business ideas in Zambia to produce copper (and cobalt) where it finally will

become a true multi-national, multi-commodity producer at scale and will open up a host

of new opportunities for itself across Africa (and maybe even wider).

WHI View: This appointment, along with the other senior management changes and

additions announced today, will help Jubilee as it transitions in our view. It is putting the

structures in place to grow and operate successfully in our opinion.

One of main things

we have identified in Jubilee is critical thinking on metals recovery and the ability through

its technical management team to realise its ambitions with internally managed builds;

the company calls this the “Jubilee Way” and in our opinion is one of its key success

factors.

The next few years should see a continued and sustained growth in earnings as

Jubilee realises its ambitions and opens new doors to new projects. We see Jubilee as

still only on the beginning of its journey and continue to see fair value at 29p/sh.