Member Info for Happydays43

I think Leon left a zero of those Roan numbers. Maybe he will correct it tomorrow.

Ok thanks. That makes sense.on the option agreements.

Does anyone know what "OPTION AGREEMENTS " are?

The elephant in the room is Roan and what an absolute poor performance we getting... 240 to 360T per month... seems low? I thought it would closer to 600 per month?

I remember 2 years ago Leon said 600 to 800 "targeted " depending on grade..

Did I read it wrong??

Apologies, the kabwe mine is owned by Leopard mining. Still maybe Leon will be able to sell off the dumps...

Will know by the 11th of June..

I just watched the interview with Shuka... the lead mine in Kabwe sounds like Jubilee’s???

Could we be about to sell this to Shuka?

Northern, maybe you can shed some light on this..

The 10 million tons of material (from the waste rock project) that is been processed at an undisclosed facility... how exactly do they process the material if only Jubilee have the secret formula?

Could it be that they are already aligned and sharing processing solutions?

I've very interested on your thoughts?

Exactly a year ago we were 8p. We didn't have Project M or Project G or Upgraded Roan or a higher pgm price or a higher Chrome price or a Electrical contact or a road or a bridge... etc...

Can you see what I'm saying... basically we still grossly undervalued and lots more room for a share price rally!

When I say a 100% improvement that's on the actual tonnage they will probably produce for 2025... which will probably be about 3500 tons if we lucky

I hope so Northern, the longer they take to get out the news the higher the expectations.

I think Leon will be conservative with a 2026 forecast of 5500 to 7500 tons per annum. Sound low but that will be a 100% improvement on 2025 fy.

Thursday will be a public holiday in S.A.

Chrome Concentrate price has increased today. Now 295 to 305.

In the very last interview with the Sunday Roast. About halfway through Leon actually gives his forecast for Copper.

He says by June..July he expects Sable to be producing 8000 to 9000 thousand per Annum (before the upgrade to Sable).

So it will be interesting what he says this week (or maybe next week) about copper forecasts...

Sumo, the chrome margins are explained in the half year report.

Please go listen. It's explained by Jonny and Leon.

We could be looking at mouth watering profits just on Chrome concentrates for CALENDAR year 2025!

If Chrome concentrate is sold at 300 dollars a tons.

Margin of 17% would be 51 dollars a ton?

Can someone check this please?

I know on the JV agreement Leon said they make between about 4 to 6 dollars a ton. But that's half the 50% of the chrome they process.

Most definitely Northern.

I have a question for you..

When Leon spoke about margin on Chrome( the rom that they buy then sell) he spoke about a margin of I think 12 to 17%. What exactly did he mean in terms of numbers? Profit per ton?

I hope so Northern.

Tide is turning. Communication has drastically gotten a lot better . Interviews are more toned down with realistic figures been spoken about.

I think now that operations are in place Leon and Management can focus on investor sentiment.

Looking good!

Will be nice to see Chrome Crack 2 000 000 tons f/y 2025... there's a good chance!!