Member Info for BushyTailed

It already has, cashflow is being utilised to cover the increased costs now... Leon needs to deliver by end of quarter or they'll be another placing before the end of June.

Notwithstanding a doubling of Rh prices between now and then.

Jonah

CCR produces copper cathode sheets to 99.9% purity from refining the copper anodes (blister) of around 98%

Glencore produce the anodes (blister) to feed the ccr. Exactly like how JLP wanted to produce concentrate from Roan to feed sable.

Evero.. you can refine rock ore in a furnace it's just extremely energy intensive and dirty as you have to extract all of the impurities by either cooking them off or via skimming, I wouldn't advice it unless one was desperate, the better the grade the cheaper it is.

Glencore have a similar operation at CCR as to what Leon is trying to emulate at Sable. See the attached video...

Glencore however feed their refinery with 98% grade copper anodes and refine to 99.9 cathode to collect the down stream cobalt.

No concentrator at sable, it's purely a refinery

Gotreal...Can you spell 'overhang'?

Be in the fives by Friday Charles

Well thanks for that I guess, very informative and helpful of that you that, I don't think anyone had heard of nominees until you brought it up.

Keep your finger on the pulse old chap it's very much appreciated 😄😄 ✊💦

I know this company inside out frog... Your problem along with all the other rampers is that you couldn't accept alternative opinions and views. Now the birds have come home to roost, you now find yourself misdirecting your frustrations at some one who was right rather than acknowledging the failings of the business and it's leadership.

Not entirely sure what your point is Money it's just a list that's been copied and pasted.

Do actually have a point or can we expect a refund on the oxygen you're wasting?

It isn't my list is it?

You absolute cretinous 🤡

Slaters fund has a circa 1% weighting to JLP, to say that's significant is a joke...

You're a hell of alot more down than 1% and you wouldn't even tell lmao 🤡🤡🤡

Balanced... Clearly you have zero clue about the slaters NAv and weighting. If you did, you wouldn't have gone out of your way to make yourself look like a moron.

So weighting and NAV don't matter then when determining conviction.??

You guys where even ramping when the fund rebalanced it's received income and it being a unitised accumulation fund, whose maximum cash holding is set out and adhered to pursuant of the funds prospectus and key features.

If JLP went bust, Slaters fund wouldn't even notice... FACTS!!!

So what's the funds NAV then siesnev???

Post slaters weighting to JLP, total NAV and you'll see something far far different.

Cig SA 24.53%

AIMS Asset Management Sdn Bhd 4.63%

A J Bell Holdings Limited, Asset Management Arm 3.43%

Schroder Investment Management Limited 3.1%

UBS Asset Management AG 2.84%

Jarvis Securities plc, Asset Management Arm 2.48%

Ruffer LLP 2.45%

IG Group Holdings Plc, Asset Management Arm 2.4%

Asian Investment Management Services Limited 2.24%

HBOS Investment Fund Managers Limited 2.08%

M&G Investment Management Limited 2%

Barclays Bank PLC, Wealth and Investment Management Division 1.98%

Charles Stanley & Co. Ltd, Asset Management Arm 1.71%

Vontobel Asset Management AG 1.61%

HSBC Global Asset Management (UK) Limited 1.33%

Amundi Asset Management SAS 0.95%

Ananke Solutions 0.84%

State Street Global Advisors, Inc. 0.82%

Daniel Betts 0.82%

Credo Group of Companies 0.78%

Evelyn Partners Investment Management LLP 0.6%

Royal Bank of Canada, Banking & Securities Investments 0.54%

Bank Julius Bär & Co Ltd., Asset Management Arm 0.5%

Saxo Bank A/S, Asset Management Arm 0.46%

Fidelity International Ltd 0.4%

Are a process of underwriting conducted by the buyer of last resort (the nominated broker) calculated by taking the weighted average of previous placings to determine an offer price.

This means that the more a company dilutes, the cheaper these kind of placings get.

This is the problem with lower than expected grades, it destroys the operational capacity by depleting cash. A company can only try to hide it for so long before it's mind numbingly obvious to even the most ardent of rampers.

If Leon doesn't deliver by the end of March, they'll be more placings, that is a fact.

Siesnev...

It's exactly what I said a million times, the higher your grade the cheaper it costs.

Copper is a soft metal, so more copper and less impurities equals less energy, more capacity and lower costs.

5's next week.

Don't say you wasn't told.