Member Info for eshaitan

Looking in and potentially the tide is turning again.

What’s the 4.5million share trade for 260k? Doesn’t look right.

New article on the sp website addresses this. If you are still subscribed of course….

IRH news would be good. Looks like some people are taking some profits off the table, there’s a fair few sells coming through.

20% in a week isn’t a bad return but will it be the correct decision? Impossible to finesse this, it could go much higher.

And rising on the law as well. A sense of perspective seems to be returning to the share price

I would normally be against any extra costs but I fully support this. They are at annother inflection point for further rapid growth and the size of the territories and operations means they should have separate set ups.

Should speed up decision making.

Hasn’t this been on care and maintenance for the last 4 years? would have thought Jubilee would be in a strong position to negotiate terms.

No one else seems to have jumped at the opportunity.

Thanks for the link. A very good presentation and a very succinct CFO And CEO, especially answering the questions.

A bit cagey on Chambishi, could be something brewing there. Had my average down yesterday and glad I did, now time to switch off for a bit until news hits.

They should get Jeremy Paxman out of retirement to hit him with some hard questions at the end....none of the Sunday Roast watery nonsense.

I have had a sleep on it and my gut feeling is the company’s resources probably have a longer life than some mines so a low pe probably isn’t warranted.

I would’t be surprised if other opportunities with IRH or similar companies present themselves in other territories.

It’s hard to pick a catalyst for the shares going higher imminently, it might take a while. A market of cap of 150million seems cheap enough for the possibilities here and I think chrome prices will stay high for a while at least until copper kicks in.

I’m going to put another 15k in and try not to watch for a while. A couple of months could see sentiment change.

Agreed. I cut my losses here a while ago but wouldn’t reinvest until Ashman is gone. But good luck driving him out. He will probably dig his heels in as long as possible, he isn’t getting that salary anywhere else.

Thank his I’m in this share with someone competent in charge and not sbtx.

That was the biggest plus. Everything hinges on Roan coming online to meet full year forecasts. Next year blue sky if copper comes online as expected.

But meanwhile those pgm prices and processing cost increases makes the bottom line look a bit underwhelming, albeit still profitable.

Bushy makes a fair point on Roan. Can’t do anything about the pgm price but if Roan was up and running at full capacity after all this time the share price would be very different. It has been a bit of a pigs ear.,

IRH will be signed off this month. The big news will be the upgrade to Roan is complete and no further delays. After that it looks very interesting.

Interims should be interesting.

90m revenue perhaps or more but less profit? Pgm margins will be weak and so will copper volumes.

The wild card is chrome margins, will the higher spot price translate into better rates for jubilee?

Interesting comments on hydrogen cars. It was on the news in Australia last week that only 6 hydrogen cars were sold in australia last year as part of leasing agreement, way behind the numbers of their ev counterparts. I’m not sure they will ever get enough traction.

One of my lithium plays in australia jumped 12% yesterday, no news either. Maybe it was just overdone and sentiment is changing. Either way I will take it.

I see palladium is having a big of a rally from its lows. It’s probably overdone, same as jubilees share price drop.

Looking forward to the next trading update.

Nice work on the charts.

In the latest interview I listened to Leon Coetzer opining jubilee should really be valued on its chrome production. Based on the price chart and the increasing production volume there’s an obvious disconnect with the share price.

There’s not much to say until the latest quarterly volume and pricing update.

I think the company are delivering well but they are completely at the mercy of spot prices, week china demand and market sentiment.

As long as Chrome prices hold up until copper production increases they should be fine but it could be as grind for a while.

Strong update.

Going for growth in the right metal. It’s why I’m invested here. If they pull it off short term I think fair value is triple the current market cap.

Longer term with our partner surely a billion dollar company?

To do share buybacks at this price. Even a million quid would send a very sharp message to the market.