Member Info for gotreal

It's not shocking service...its called supply and demand and the demand is high.

Not now you can't! ;)

@papaduke ... why don't you actually watch Zak Mir's video so you know what he said rather than writing panicky tripe about his predictions being wrong... As for the broker note, with such a dynamic company AND a dynamic metals market I am not surprised that WHI took a very conservative view. If there is something materially incorrect in their assumptions then that needs addressing but the content would have had to have been ratified by Spark, the NOMAD. But the approach is to my mind not surprising in the circumstances and still says fair value is 21p even with discounting to such an extent. If Leon responds to Dorfan's mail then that will be interesting.

But if you want a more holistic view the 50 day MA is around 13.9 and unless that is broken we are still in an uptrend which is what Zak Mir based his 30p by the end of April / early May on..

Papaduke... Or you are just impatient /over exposed..? Sell on news..
We've had news and many little punters are sitting on fat profits and are nervous... Doesn't take much to get the herd running... The note from WHI seemed pretty professional to me.. What's your beef with it?

JLP is no longer an early stage company, NNP, so there is no need for dilution as has been the case when the balance sheet was weak and couldn't be leveraged as now. Also, with some well known IIs on board, Colin can no longer afford to ride rough shod over the shareholders as he could with PIs. To get to where he wants? Like it or not, CB has been a very effective strategist in positioning JLP to take advantage of not just PGMs, where the JLP technical capability has won some major customers who had been supplying SLP, but of Copper, Lead and Zinc too just at the moment that demand for Copper is going sky high. And of course, JLP can export its technical capability anywhere there are tailings to process... Australia, Chile, Botswana, Namibia ... anywhere. BTW, an interesting article on Samancor and its tie up with SLP here: https://www.newframe.com/how-samancor-workers-were-allegedly-robbed-of-billions/

@TBTT, Leon is rather more than just a good salesman .. he is also a very well recognised and respected chemical engineer "Before joining Jubilee Leon was employed for 20 years within the Anglo American plc stable, of which 16 years were spent at Anglo Platinum. His last position was Head of Process Control and Instrumentation, where he defined and managed the automation and process control strategy for Anglo Platinum. He was a member of the Executive Process Committee, the Research and Development Council, and advisor to the asset optimisation initiative at Anglo Platinum. .... He is a member of the advisory board of the process engineering faculties at both the University of Pretoria and the University of Stellenbosch..." : https://wallmine.com/lse/jlp/officer/2008595/leon-coetzer

TBTT....I'm sure you won't mind me pointing it out ...... but you mentioned the third one yourself in the EUA thread at 25 Mar 2021 11:12 ..... JLP of course!

"Why the crazy ramping? Why the peddling of misinformation about both the realities of doing business in Russia and PGMs?
I'd suggest serious investors take a look at Sibanye Stillwater, Ange-American, SLP, THS and JLP. These are far superior PGM plays."

For those not aware of what Jubilee does, this is a great insight into their strategy, ethos and technological lead in diversified metals recovery from tailings (no mining risk) and to see the calibre of the CEO, Leon Coetzer . https://www.youtube.com/watch?v=6ZMNrNAfBc0 And Slater, Miton and Jupiter Asset Management are investors, for reassurance about corporate governance! The latest unaudited results are extraordinarily good. https://www.youtube.com/watch?v=t03LsWgC05o

'Arry... Yes... But it is now history.

The way some people here are reacting to a small drop in the price makes me think they might be better off investing in funds rather than individual stocks.

Crikey... Doesn't take much to frighten your horses does it..?

Probably millenials "trading" on zero commission apps.

3 recommendations for the idiot...? Seems like there is a cabal operating here...?

God... How boring it is to read random comments because people don't have the patience to let things play out. The value will out when it will... Impatient speculation and disgruntled negativity is so tiresome... Go and play with Bitcoin if you need a volatility fix... ??

Check out the Cobalt graph... ?? $52K/tonne

Given that HL and II and I expect many other companies still show the FRR holdings in accounts do we really believe it is necessary to prove holdings to the email address that others have sent theirs to? It seems inconceivable that it could relist and the various investment companies not recognise the holdings that are registered and notify the FRR registrar?

The main difference is that JLP is in a period of rapid growth and brining on new revenue streams which accounts for its price action... which will continue ...with some retracing and pausing for breath as the holders shift around ...but SLP is not a growth stock operationally...and bringing on a new mine is hugely capital intensive, takes years and is high risk.

TBTT.... JLP's Fine Chrome operation commissioned in 2018: https://jubileemetalsgroup.com/investors/rns/commissioning-of-fine-chrome-operation-commences/ then moved to Inyoni: https://www.miningmagazine.com/covid-19/news/1387316/jubilee-metals-to-relocate-fine-chrome-operation . Meanwhile Tharise is still working out how to make its fine Chrome operation work: https://www.tharisa.com/the-vulcan-plant.php ..." is being developed by Tharisa and a demonstration scale plant is being constructed. The feasibility study and process design will be undertaken in conjunction with the operation of the pilot plant." Feasibility study ..? Still don't know if it will work properly then... ;) As for Sylvania...? https://www.londonstockexchange.com/news-article/SLP/second-quarter-report-to-31-december-2020/14844899?lang=en "The Mooinooi chrome proprietary processing modifications and optimisation project to improve fines classification and fine chrome recovery efficiency, as announced earlier, is on track and is expected to be commissioned towards the end of Q3 FY2021" Maybe the end of Q3 2021.... Do a search on "fine chrome" ... Rearrange these words...arse talking out of you are ....

"and that the Zambian government will remain friendly (remembering their past record of seizing mining assets at will and JLP's unkept promises in relation to Kabwe." Please don't spread untruths, TBTT.... Kabwe is progressing as planned. And the Zambian government is actively working with the company as it has the ability to clean up the problems left by miners - which JLP is not. That's why it can get a return on investment far quicker than miners...and it is not beholden to miners for its future growth. Samancor seem rather keen to work with them now...don't they? ;) By the way, both SLP and THS are desperately trying to emulate the fine chrome operation which JLP has been successfully running for quite some time now but have so far not got it right:

"Following PROMISING RESULTS from the Company's specific fine chrome recovery RESEARCH research and test work initiated in HY1 FY2020, a circuit configuration and technology has been identified to enable the economic recovery of fine chrome from some existing dumps, which has historically been uneconomical to recover. This latest development COULD enable the Company to re-treat low PGM grade tailings resources that would otherwise have been sterilised thereby extending the operational life of PGM operations at selected sites. This would also add value to the host mines through increased chrome recovery and production and the Company is currently engaging with the host mine in relation to this." Promising results...research... could enable ...all sounds still a bit experimental and in the future to me... JLP has process innovation and leadership on its side too!

And still no one has answered the question, other than through metals price inflation, and possibly improved recovery by copying JLPs fine chrome lead, what is SLPs plan for growth? I know what JLPs is and it is as a diversified specialist in metals recovery which along with the usual PGMs plus Zinc, Lead, Vanadium etc includes sitting on billions of dollars of Copper and Cobalt tailings....all above ground with no mining risk and a time-to-cash of mere months. Please tell me...what is SLPs plan?

Where are Sylvania's plans for growth...? Giving back cash is a sure sign of a company run out of ideas as to how to provide a better return through investing in growth. Have a look at the JLP price action recently and you will see the difference.

You cannot believe the buys and sells... They are guesses and only mislead...