RE: Copper, PGM's and JLP share price15 May 2023 16:56
Okay I bite. My wild guess commodity prices do not matter right now, at least not for JLP. As soon market receives confirmation Zambia is not happening, we lose another 50% even more. Macro dictates commodity prices and it does not look good. Probably another 2 years away from recovery.
Management is another problem: credibility is very low, blaming low SP and throwing another warrants bomb, this is self service mentality shareholders can not accept.
SLP as a more established competitor is going to struggle too, needs more time.