Member Info for Fishysaurus

My view about the deal to secure extra volumes is that if Jubilee know with their IP this is a highly profitable enterprise, then very soon even more powerful businesses will muscle in on the act.
They can 'buy' the knowledge by poaching staff and then tweek it slightly, but more importantly they can start to buy up the currently available dumps.
For me it makes sense for Jubilee to get their hands around the best locations whilst the prices are good, once people realise what we can make from them, they will not come at such an advantageous price.

Even though the Rh price is significantly down, I can't see there being much room for further falls. As said the cash holding as a percentage of market value is high and keeps growing even with the dividend. By the early part of next year we could be almost 50% cash of market value.
At that point we seriously become interesting as a takeover target for someone to buy just before the Rh price starts to pick back up. At our current level we would be the steal of the century.

Anyone would have thought that making money in chip making / wafer providing would have been fairly easy.

IQE managing to prove that wrong.

I wonder if our seller has stopped ?
There certainly appears to be some reasonable buying going on, though the volume is not massive.

I think we can predict fairly accurately the results.
I am more interested in what their plans are with the cash they/ we have. If they have no plans for it use in expanding the business then I would want them to commit to distributing a % of the free cash flow as dividend each years. Say 30 %.

At the moment I think it it a good time still to buy JLP but I don't think that this is a good time to sell SLP, like Craig I think the announcement of some form of divi here might have a beneficial impact.

I have been in SLP for a couple of years and made a good profit, though clearly not as much as it was a few months ago.
The forward revenue and cash position are good, but with Rh down from its highs, the SP is less likely to hit some of the high targets previously discussed.
Clearly if car production and Rh move upwards then that puts a different picture on things.

At the moment I cant see much more than a 30 -50% upside from its current low SP.

I also hold JLP which with its exposure to Cu and a wider geographical spread looks to have more upside potential.

SO my contentious question of the day is should I sell 25% of my SLP holding to put it into JLP. (sits backs and waits for potential abuse !)

There still appears to me to be a seller offloading large chunks of stock. As this has been going on for a few weeks, presumably when they stop we will see the SP climbing towards a more sensible price.

It is almost as though there is some great SP game on, that we are not involved in, don't know the rules, don't know the timescales but know that someone will be making a great profit from this eventually.

I am not so sure that there isn't a buyer hoovering up in places.

I am not sure this is anything specific to JLP.

SLP currently down nearly 7%, THA down about 6% so it does not look Company specific.

Palladium down a fair bit today but other than this it is hard to see an obvious reason.

At this rate we are probably a tasty target for some predator.

Tin Hat time !

We can all debate the future PGM and Copper earnings and the exact timings of when they should materialise. We can speculate about the contribution of other metals and potential additional projects.

However, there is no disagreement on the substantial uplift that will be coming in earnings, this year, next year and following years. What I find a puzzle is the current SP, especially after the recent RNS. With our projected CAGR I expect a significant rise into the 20s.
Are we all missing something?
(and no I am not a shorter I have almost 1m of these)

After many tears of investing, I sometime think I understand the markets a little.

Then we have days like this, and I am not so sure.

I can only assume that all of us "in the know" had bought on anticipation of the results. All we can hope happens is that some Institutions get around to doing their number crunching and realise that it is worth investing.

Once you get some momentum in the SP (especially if there is a holding notification) this tends to encourage nervous investors who had been holding back from purchasing.

Other than that I can't see what exactly is going to get us moving, maybe an ST (non Alpha) article in the IC ? or something similar.

Velo, I am not sure if you are stalking me in investments or me you ?

I am also in Agronomic (ANIC) for the insane potential of Lab Grown meat (especially in view of the climate and Co2 benefits that such a switch would make). This investment does not have the same 'certainty' that SLP / ATYM have so I have a smaller investment in my "Bag or Bust" portfolio, however the potential gains in the next 5 -10 years if they get it right will be off the scale of most things.

Banrak, with you on ATYM another share that looks to have fantastic potential but with a currently surprisingly low SP.

Off Topic #mieshem. You should look at Agronomic (ANIC) which is about the only way you can invest in this area. If lab grown meat is a success (and lots of knowledgeable people suggest it will be) then getting in a this stage this could be a multibagger.
I have a few £K in this on my "Bust or Bag" list.

Anyone think that the shorts have been closed (declared or not)