Member Info for gotreal

Why not format it...?? Cobalt stuffs $2 mill/mth into the bank ....

Whilst I don't disagree Molefe represents a model that strategically sets the direction of JLP, the LWP dwarfs anything at present in terms of resource and with two large in-country potential partners vying for access, it is a (literally) very visible asset that would be a strategically important acquisition for any major metal producer.

Sumo .... you are like a cracked record.... tedious as it repeats. Maybe restarting the Cobalt circuit will move the SP?? With Cobalt at $56K/t and Sable having 100t/mth capacity, and not fully utilised for Copper yet, it could add $2+ mill operational profit/mth to the mix. As the Cobalt price seems to have stabilised, I understand doing so is under review..... https://www.miningweekly.com/article/jubilee-achieves-export-grade-cobalt-from-sable-refinery-2022-11-22

Forest ... I have already made those points to the Chairman via the FD.

That is the funniest thing I have read for a long time ....

"If we don't stop abuse on this platform and allow fair criticism we are lost and moving back to wild world of dishonesty and hypocrisy." Sayeth the biggest liar here.... Making s;h;i;t up that suits your twisted agenda is not "fair criticism" .... "wild world of dishonesty and hypocrisy." ... you live in it m8.

Indeed, shuvlin ... The onanists are out in force today....😉

You spout utter rubbish...... https://www.londonstockexchange.com/news-article/JLP/high-grade-feed-secured-large-waste-rock-update/17499149 RNS announcements have to be ratified by the NOMAD who would have demanded proof that what is said is supported. The fact that a company has bought and is paying for the rock disproves your ridiculous claim. You think companies just drop $6.75 million in the HOPE of making money... You are an utter lying fool.

"The Company continues to prioritise the Large Waste Project, with more than 240Mt on surface, and anticipates that the project will ultimately include a dedicated upgrading, copper recovery and refining solution due the vast resource able to carry the investment requirement over time. Initially, it is intended that the modular units will produce saleable upgraded copper units which offers the potential for the project to generate early revenues from the sale of this material.

Previously, the Company successfully executed an initial sale of material from the project during FY2025 to the value of US$6.75 million for a total quantity of 10Mt tonnes (4.2% of the total stockpile) demonstrating the inherent value of this exciting project.

The Company has progressed partnership discussions with two preferred partners both of which are operators with substantive operations within Zambia. These discussions are expected to be concluded over the next two months with final due diligence being concluded. The partnership discussions focus on establishing a joint venture to upgrade the copper contained in the Large Waste Stockpile and refine the recovered material into copper cathode."

You looking through backward seeing glasses....?? 1.10 - 1.20 doesn't equal 1.09 mid.... its blue.

The business is well aware that the stock is majority held by private investors.

That'll be why its just gone up then, cellular.... ;)

"Tom Evans, Cloudbreak's MD, commented; "I am excited and delighted we have been able to proceed with this fantastic opportunity to acquire this asset, in a jurisdiction with significant activity and RECENT PROVEN SUCCESS by Wishbone Gold Plc. Located only 40km southwest of the Telfer Gold-Copper Mine operated by Greatland Gold Plc."

The idiot non-savant speaks ....

Thanks for popping by, Panda.... I'm not clear whether you actually have an interest here....?

Chats;h;i;t ... "Are you saying that everything else, such as Sable, Roan and Molefe all have a negative value that's detracting from the value of the sacred waste dumps? " No, are you stupid? The assets are simply not being attributed value at the current price which is currently a discount of ~60% to NAV... "$249m Net Assets and a $140m market cap, with $11.5m net cash and $65m owed for the SA assets, means net of those you’re buying JLP at a 63% discount to NAV ex cash and receivables." The Oak Bloke, 01/04/2026. It is simply vastly undervalued before any JORC for Molefe puts a bankable asset value on that ....

Try reading the day's posts...

Edzi.... utter claptrap. "they are now such a small Company having spent loads on dumps that are useless" Absolutely laughable.... even if you wish it to be the case. Just the LWP is worth more than the company presently.... Your bitterness has no bounds.

Kalan, that you could have believed that they COULD "mine effectively " all year round shows that you haven't got an effin clue. As for the de-watering unit, the centrifuge is specifically to treat the superfine oxide materially they had stockpiled, not production generally.

"Zambian open-cast mines generally operate year-round, but they experience significant production slowdowns and intermittent halts during the rainy season (typically November to April). While large-scale operations use advanced dewatering systems to keep running, certain types of mining are more heavily restricted or completely stopped". This is normal and pretending Leon wasn't aware of this is ridiculous.

Jubilee Metals - as I noted when the South African disposal went through, there may well have been am impetus to sell on a political level rather than a mathematical one. Just look at how the protests are going.

The stock has suffered again in 2026; Slater recently reduced (whether a concern on the underlying investment case, or simply reallocating cash is unknown). But share buybacks are on the way - so it remains to be seen what comes next.

For what it’s worth, this remains severely fundamentally undervalued.