Member Info for gotreal

Its highest point was 50.98p on 02/12/2013... I remember it well... Let's hope the history of promises and delays is finally put to rest in the near future.

hTTps://www.marketwatch.com/story/the-world-risks-running-out-of-copper-and-heres-how-high-prices-may-rise-as-the-economy-reopens-bofa-warns-11620073503

Not sure what's balanced about it as there are absolutely no reasons given as to why it would happen. Just another "let's see if we can destabilise the market" pronouncent as that presents a profit opportunity... Follow your nose not that ****e.

I'm sure it's insignificant... That's why JLP have done it... Duh...

Craig, whilst I agree with the sentiment, that JLP is constantly referred to as a miner misrepresents the nature of the business from an investment perspective. Deep pit mining involved with PGMs is a high risk, high reward, highly capital intensive and long lead time development activity. The output is a PGM rich ore but the effort and risk needed to get it to the surface means there are many pitfalls to catch out the unwary investor. Miners also then have the ongoing liability of containing, managing and possibly remediating the waste produced by their efforts. JLP on the other hand has NONE of the risk associated with mining as they are reprocessing material already on the surface containing very low levels of PGMs or other metals, JLP being a multi-metal processing company, which is a low capital intensive, short lead-time- to- cash activity that is both highly profitable and can clear up the mess left behind by deep pit miners as is the case with Kabwe. Calling JLP a miner is so missing the point of its operating model, and through the processing skill of Leon and the team, its potential and to an extent, USP that it is baffling why anyone would invest in it not understanding this.

If someone can't understand the differences in risks between mining and simply moving surface material then they have little hope....

And....? ??

Why are SLP and THS on the PE they are..? Because they are one trick ponies...

No reason for the volatility..? Well, there's no production and all the risk associated with production and the finance needed to overcome. Its hardly a banker right now is it?

Absolutely no correlation between a warrant redemption RNS of that size and any movement in the share price... funny how the human brain needs to find a reason for everything and makes one up if it can't.... ;)

I don't disagree at all that more regularized reporting which would reflect both the status and the ambition of the company would benefit everyone. I can't believe that this is not understood by the JLP management and would be very surprised if it isn't addressed soon.

I see there's a lot of wobblers around.... and TBTT still beating the CB drum .... well the small wobbly sellers will lose out but isn't that always the way, as shares move from the nervous to the quietly confident. There was almost no volume today, just over 3 million, and little most days recently...no one serious is exiting, just the little guys. So if as you say, Papa, the IIs have the "inside track" and they are not rushing for the exit in disarray then things should be on track, n'est-ce pas? Accept the fact that a lot of speculation about the future became built into the price and its now paused for breath, while some holders, IIs for whom the JLP profile no longer fits because its just too big, rearrange their affairs. This has been done in a very orderly fashion and the price has remained stable within a range. Jack Dorfan, I'd hardly call a 1p drift "sinking" but if it frightens the pants off some of your friends then maybe they should stick to funds? As I see you own a goodly chunk I assume it doesn't apply to you? Check out the snowflake analysis on SimplyWall.St: "Solid track record with excellent balance sheet." And the chart looks absolutely fine so simply, if you don't have the patience to let it play out then you will lose out.

Kalan only ever talked his book ....

Remember that once you start to draw down on a SIPP then you can only ever after contribute £4K/an to it. Minimum age 55 too of course.

You're £300K up and your whinging.... there really is no pleasing some people.

As of now on the Marlborough Funds site the fact sheet for the 3 Micro-Cap Funds for March 2021 shows them holding 1.8% of each fund in JLP shares, it being the 8th largest holding in each. For the Nano Cap Fund it is showing as the largest holding at 3.3% of the fund. As the Micro-Cap specialises in companies under £250mill and the Nano Cap those under £100 mill it is hardly surprising that they are reallocating funds to companies that fit that profile... JLP has just been too successful and got too big. As to your point, NTD, we already have seen growth funds adding with Slater and Jupiter. As time goes on I expect these to be joined by other bigger names.

What do you mean, a major buyer? They are a market maker they don't buy and hold....Broker notes are conjecture when they look to the future...and with JLP there are so many moving parts its not surprising that they have taken a cautious line and not factored in aspects which we believe to be real. How much better it will be then when that cautious valuation is proven to be way to low based on actual numbers. Its only a matter of time.

We're range bound... Some may be trading the range but the price rose constantly based on speculation on the impact of the plans Leon highlighted. Now the market is waiting to see the proof of that impact. There has been some adjustment by IIs, rebalancing or reallocation to different asset class and the price hasn't really suffered other than to fluctuate between 15.5 and 17p. Once we get confirmation and not just a broker note of the impact of the rise in metals prices and the ramp up of copper revenues then we will be off again I have no doubt.

What a happy chap you are... ??

Nobody gets spooked... ? Tell that to the hundreds of little holders who started to pee themselves and sold up.