The next focusIR Investor Webinar takes place tomorrow with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
And here another investing nugget from dorfan01: He expects a huge share price increase with CERTAINTY.
No risk equals higher return. Maybe he comes from the engineering world like LC. Dismissed.
Please not. Share price will tank as soon "investors" realize copper cathode is a pipe dream.
Unfortunately I had to expect such an answer. You keep it vague because you don't know how much they will earn next quarter. Chrome is a commodity, hence price will change in a more or less unpredictable fashion.
I wonder how much do you expect chrome adding to the bottom line next quarter?
Thanks for not putting lipstick on this pig. Exploding costs would be another red flag. But not all is bad, SA operation is still CF positive, competition already struggling. I hope PGM basket price is helping in second H.
Second H2 2024: We only need .62 c earnings per share to be in the long-term range of mining company's valuation.
I know, we might be something else, but first we need to learn what kind of IP they own.
Working capital looks good. Still positive. I know we are in the process of ramping up, but for trend following folks it might be a red flag.
2024 - we are just starting ramp up ----management told us as early of 2021.
And again they do not show how much cathode they really produce. Probably not much. But again, great job and it is only the beginning - albeit a very long one.
Dramatic increase in copper production. 46% from nothing is something.
Looking at SLP and THS I guess there is plenty room to the downside as well @Happydays43. On the other hand you are always super optimistic, probably your default setting.
'The Company is pleased to announce that it has completed the manufacturing of the new front-end modular 50 000 tonnes per month unit, which was designed by the Jubilee Technical Services ("JTS") team in South Africa. The new modular unit is pending painting before being dissembled and containerised for shipping to Zambia during February 2024. Once installed, this module will allow Roan to process multiple feed sources in excess of 1 000 tonnes per month of copper contained in concentrates.'
I wonder how it is going with painting and shipping. Probably a bit delayed because it is SA and load shedding is always around the corner.
I am not impatient. I am holding my 120 JLP shares another 10 years. I hope for a double bagger. Time does not matter.
I am not understanding why everybody is in panic mode. WHI told us this is undervalued. I hope everybody read it and act accordingly. Seisnav thank you for continued effort to educate us. Investing made easy.
A word of caution though: Zambia defaulted on its debts three years ago.
Buying Zambian Bonds might be an alternative to Jubilee . It might be not a riskfree investment but at least you get 25% for 10 y bond. Think about it.
Usual rampers trying to talk up JLP . Failing miserably. I want to see first a meaningful commitment from management. Then I am a buyer. Confidence and trust is important to make real investment decisions, unfortunately LC does not care about it.
Bushy is the real deal here, although I am not sure about JLP's insolvency, depends on chrome and PGM prices, less copper :). Question is do you want as a share holder feed management another 10 years without showing any results?
Poor soul probably was forced to sell at such depressed levels. I am happy to add to my 120 shares.
It is probably a well researched article, not paid by anyone and price targets are usually met within weeks. Good luck.
Latest RNS painted a rosy, colorful future. Contemplating buying a few shares (199) just enough to be a proud JPLiant.