Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Bettery tech is not suitable for heavy duty use due to the weight. JCB has developed hydrogen combustion engines for their industrial machine range and even fitted one to a Mercedes Sprinter type van; it drives and performs eactly as diesel. For trains and planes and heavy lorries hydrogen is the only realistic fuel and without the necessity to convert the energy to electricity in a fuel cell, it is light and eficient..... https://www.youtube.com/watch?v=2cc0e1g5eB0
Jonah.... it would be very strange time to choose to sell a goose laying golden eggs...... you seem very cautious. "Like you, I am bullish about JLP’s future but I am only investing money I can afford to lose." You are not seriously suggesting the company could fail....??
JLP will NOT neeed another 20 mill by the end of year. You are talking out of your A**E ...... as usual. "Ramp up and optimization is twice as expensive as the infrastructural costs of these modules I'm afraid. " Rubbish - prove it! "Let's not forget that roan sells it's copper to JLP to process at sable, but they only retain 30% of the net proceeds that sable produces. Therefore JLP have to front up 70% of the net proceeds to IRH before they can process it downstream at Sable." Utter made up boll**ks. I can't be bothered with the rest./... Usual Bushy fluff pretending to be all knowing when proved time and time again to not have a clue.
An interesting world view of the metals market from Benedikt Sobotka, the CEO of ERG, the current owners of Chambisi, while at the Indaba conference..... https://www.bloomberg.com/news/videos/2024-02-08/plays-key-part-in-green-transition-erg-ceo-says-video
FUNDAMENTALLY ......EVERYTHING Bushy has been attempting to claim about the company in the last few weeks is LIES... made up nonsense mostly because he hasn't a clue about business and particularly the detailed operation of this business but mostly because it is his intention to deceive. And I am sorry, tichtich, I believe it is vitally important to call out liars because otherwise their lies become accepted as truth, unchallenged. We live in a world where lies have become the norm.... well not here. CraigMc ....sorry, I disagree entirely. Only yesterday he was claiming that capex was just about to ramp UP when clearly as stated on the presentation it is falling compared to the last year. Chrome expansion is self-financing, Copper capex is now past peak and we will produce 25Kt of copper THIS year with a further minimum 25Kt of Copper from the IRH project, which is all on track, in 12 months. PGMs are profitable even at these depressed prices and even a small rise will add significantly to the bottom line. Simple rule is that if you are a genuine longer term investor, like the IIs, and most posters here are, not traders and boiler house enployees, then ignore Bushy's ravings. He only has one agenda, to spread falsehoods and despair however he can. And yes, the SP has fallen, as it has with all metals producers .... why isn't he on the SLP and THS and CAML boards raving at those investors and spreading lies about those companies?? That is the question you should be asking yourself....
TW has a negative view of the shenanigans of the last two days, rewarding the participants in the raise with cheap shares when the new contract was already known..... recommends selling.