Member Info for Happydays43

Hi Mikie, cobalt up again today. Over 63 thousand dollars!!

HD

The only commodity that's going to drive up the share price now is TIME.

So sit back, relax and let the good 'times' role on!

HD.

Was there some bad news out today?
On my scanner copper and palladium are up..

A positive RNS tomorrow would certainly push this above 20p. Especially if the word Copper is mentioned. Very hot topic at the moment. I hope Jubilee PR have the smarts to start pumping this fact since they are about to start producing a bucket load!
Still far to little news coming out.

Cobalt up again on Friday!!!
Hope we see an almighty rally in Jubilee this week! The patient are about to be handsomely rewarded. :)

Nice move in our commodity basket..
Would of this we would be up today?
We need updates.

Basket price was $3077 for Tharisa.
If Jubilee has this type of basket price this is still a very large margin for Jubilee!
Hopeful we get an update.

Hi Kaiser, thank you for a very good break down.

I got the figure of 200 million from the last interim report on Slaters Website. Please what I copied and pasted below.
SLATER GROWTH FUND
5

FUND MANAGER’S REPORT (CONTINUED)
Report for the six months to 30 June 2021
Jubilee Metals, which recovers metals from mine waste material, contributed +0.50%, gaining another +42%.
The company has a proven track record in metals recovery and has global potential. In April 2021, the company
confirmed the delivery of its first shipment of copper-bearing concentrate in Zambia which represents just the
beginning of the expansion of its copper production. This has the potential to rival its booming PGM-chrome
division in South Africa and is well-timed with elevated copper prices and with supply forecast to move into
deficit in the coming years, though we note that China is trying to restrain commodity prices. The company
believes its production cost for copper will be around $4,200 per tonne and it is targeting 25,000 tonnes per year
within four years. It has many years of production available from its tailings, so it is not fanciful to expect $200
million per year of operating cashflow from copper alone. Rhodium prices have also been riding high thanks to
tougher emission regulations in China for heavy trucks.

200 million dollars *
My bad

On Slaters website there is a write up on Jubilee Metals indicating Jubilee will gain 200 000 million dollars (cash flow) per annum (25k tons) with the copper project. I don't think they factored in colbalt as this report is before the new deal :)

You probably find the left over money raised will go towards the soon to be announced project in Cyprus.
Like I keep saying Leon is no fool.
He thinks 5 steps ahead of the crowd and that's why Jubilee is true gem.
Give this company 2 years and we will all be smiling!! And then some!

Now we know why we were kept in the dark with regards to cobalt potential.
With 100% ownership we can now shout from the rooftops about the "REAL" cobalt potential earnings!!
Leon is no fool and this is a fantastic deal no doubt!!
Looking forward to next interview were Leon will have no muzzle to hold back on information.

Appreciate the feed back Jonah.
Yes, so much going on. Looking forward to the next interview with hopefully some bigger plans for Mopani.

We need updates.
1. Interview with Leon about Mopani deal.
2. RNS on Cyprus .
3. Monthly copper production updates.
4. Eastern Limb update.
5. Kabwe update with regards to lead..
6. Copper " breakthrough " statement explained.
7. More information on increase in PGM production.

The only thing holding back the share price is lack of information from management.

I'm sure all of this will be revealed in time. Would be nice to know now though :)

Mikie, also looking good technically. Broke back above the 200 day moving average then bounced off the 26 day moving average. Looking good next week! Here's hoping anyway.

Dorfan

https://youtu.be/GqQLoEC2Cos

Link to sibanye stock pick.

Thanks Dorfan01
Yes I do think Sibanye is undervalued.
I recently purchased on the dip last week.
I think it's now on a PE of 2.9 with a dividend of 10 percent. They also recently bought into battery
Technology. They have a very nice portfolio. See recommendation below.
My main investment is still in Jubilee, I've hold for 8 years and I bought in the 3's and on the way up as i see this doubling by end of next year.

With disappointing USA jobs numbers looks like the Fed won't be tapering as soon as they thought which bodes well for Gold, Platinum, silver.. etc.

I now have only two companies in my portfolio.
Jubilee- PE 5
Sibanye Stillwater- PE 3.5

You forgot to mention Cyprus :)

Nice update! Site meeting first week of September .