Member Info for HarmProf

Morning Kalan, all will be much better in FY Q1 2027. The only question remains when to buy the Jubilee shares. If you don't need the cash the next 6 - 9 months than you patiently wait...

I must say that Jubilee surprises me every time with the release of financial and production reports. It has been always far below own set targets or estimates.

Morning! Monday and we looking forward to receive an underwhelming copper production RNS from Q3. The RNS might highlight some hopeful developments, but the market will likely focus on the production miss. Will Q4 be better? Likely, but we're looking at another three-month wait for confirmation. Molefe presentation should be out soon and something to look forward to.

Will the LWP partnership be announced tomorrow as strategy to stabilize the share price?

The real value isn't in choosing one over the other, but in how we use them to cross-reference each other.

Jubilee Metals Group provides the strategic direction. Their RNS filings outline the ideal path for production and expansion. However, AI and data models serve a different, vital purpose: they evaluate past performance to see if that direction is realistic.Monthly production models based strictly on RNS information often look excellent on paper, but in retrospect, reality often intervenes. Whether it’s logistical bottlenecks, power constraints, or commissioning delays, something frequently comes in between, causing actual production to deviate from the plan.

AI is a tool for modification. It allows us to look at the historical gap between Jubilee’s guidance and their actual results. If the data shows a consistent 10–15% lag in commissioning timelines, we can modify the official or ideal future to create a more grounded investment case. AI shouldn't tell us what to think, but it is incredibly efficient at telling us how often management’s possible future has actually translated into current reality.

It is weekend again and the share price is down again! It should not be a concern as it is in line with depressing past copper production data and uncertainty about the annual guideline for copper. Molefe presentation is awaited, but guess only in May 2026 and the price drift lower and lower due to lack of consistency and poor copper production data. LWP could be a positive for the share price, but likely to be announced in June 2026. I am very interested to receive information about Roan copper fines, and Molefe tonnage per month and average grade. Wishing all a wonderful weekend and cheers! To sell at this stage is not clever. Just hold bit longer. El Nino is on the way for Africa there could be much less rain in November, December, January, February.

Have they mothballed Grovernor Mine at this stage as drilling is about to take place in and around the mine?

Thank you all that provided more insight into the Molefe area. It is appreciated! I sincerely hope GLR and Jubilee will be present at the presentation with local managers to assist with queries from investors. Let it be something to look forward to. After this the LWP presentation in June 2026?!

Sumoskier, Targets are still away off and no question marks please! There should be Q&A with the Molefe presentation. Perhaps it is not a bad idea to submit these before the presentation and Jubilee must provide an email for us to ask questions! Maybe not a bad idea that GLR should be part of that presentation?!

Bottomsup, you seems to be the expert regarding interpreting these maps. Please provide a summary for investor with a different background!

Lots of speculation and many questions about Molefe. Soon we will get the details and the mystery around the other hectares. Pandora box will be opened? Maybe, maybe not!

Friday, another week behind us. Have a wonderful weekend. Leave the frustration for now and wait for the news soon to be released within 3 months. Cheers!

Ok Couerdelion, 1m.07s in the presentation of JMK. Molefe presentation within one month. Could be also within the first week of May 2026. So, max 3 weeks.

I recall that JMK said it will be released in April 2026 - Molefe presentation. This was the update and I interpret this we still have 2 weeks..

Consistency pays off. Qualifying time for Comrades (90km)in the pocket this weekend (marathon within 5 hours) and next weekend training run 52km. A different story than copper, but proud to get it done this weekend and with many disruption - trip to Europe last week, for a month, next week again many flights in SA to the kids-.

With long distance running, it is al about the journey and perhaps same for Jubilee Metals. It is all about the journey to success. They had their bad luck, over and over, but this will not last forever. Production year will be Calender Year 2027. I mentioned this when I just joined this board and was official declared as a deramper. I must get this on my shirt when I run the Comrades this year. Yes, only mad people and I agree. :)

HDs be patient or learn it. Sirboring you are always right when reviewing the past!

The share price is in line with the performance data for Jubilee, perhaps even bit above it. It will change when copper production goes up and with positive news about LWP and Molefe. Institutional investment will follow when Jubilee delivers what it promises, simple as that and at this stage no appetite among institutions. Sit back and relax and wait for the LWP, Molefe data, Roan copper fines processing, and hope that sulphuric acid is available at Sable.

Thank you!

Chatmandu, I see 3p as the definitive floor; the market has largely priced in the negatives. That said, we’re unlikely to see a sustained re-rating until the Q4 results provide hard production data. We might get a 'speculative' lift from the Molefe Phase 2 resource estimates, but expect a gradual drift back down until the operational consistency is proven. The market is in 'wait and see' mode.

What we are seeing on this board is the psychological stress among investors; the most vocal are clearly those feeling genuine frustration and anger. Jubilee has suffered a run of incredibly bad luck, but Leon Coetzer’s communication style is rubbing salt into the wound and, in my view, is contributing to the depressed share price. He risks being labelled a 'clown' if he continues to provide misguided guidance without offering a clear explanation as to why things went wrong.

I remain positive similar like Bottomsup. However, paused my strategy to add more shares as I expect no major moves in the coming three months. I could be wrong.

Looking forward to a detailed Molefe presentation with updated phase 2 early drilling results and linked to the map on X. Ideally, this should include a Project G strategy.

AI could be right regarding the shortage of sulphuric acid at Sable, but Jubilee did not mention it and tried by buy it from South Africa according to AI. Zambia closed the borders for sulphuric acid as DRC offered much more than in Zambia. So, it could well be that Jubilee got now enough sulphuric acid and thus to address the backlog! It is rather disappointing that Jubilee doesn't provide an update, about the challenges at Sable. They seem not to have learned from the past and continue to hide setbacks and thus create mistrust among investors. It is not difficult to provide honest report about the operations. Must we wait another 3 months to hear and see that Quarter 3 was a disaster and not even underwhelming! Anyway, they cannot release the anticipated Quarter 4 production and revised annual guide because Quarter 3 results will be known.

It amazes me that a dewatering units was not part of the initial plans for Roan. Will the modular units at Molefe face the same challenges? I hope not!

Maybe FY 2027 Q1 will be an excellent quarter with the backlog in copper fines processed and pushed through Sable and the other stockpiles all over the place. I hope, and convince myself that this will be the case.

Somebody else from the company should provide us with a technical update. LC has failed dismally, and lost the trust of the investors.

How long will the seize fire (on paper) last in the middle east?

Does Sable have enough sulphuric acid to run at full capacity and how long will it take the clear the stockpile at Sable? So, if the dewatering unit at Roan works and there is still insufficient sulphuric acid at Sable than Jubilee still faced with inefficiencies. We actually did not receive any news about Sable operations. No news does not mean there are no problems.

LWP JV must be finalised Q4 HappyDays! If not than Leon should account and fight for his position as leader of the pact!

An observation! No comments from Suvlin, Gotreal or SeisNav after the webinar! Why? Are they depressed? The reality is and in line with my expectation that FY 2026 will be a difficult year and USA/Israel - Iran war made it even worse! Calendar Year 2027 will be the year to sit back and finally relax. Yes, I lost out on conservative investment with 15% increase of capital invested, but never knew that Jubilee would have such a bad luck with productions and external threats (weather, war, SA poorly agreed contracts with One Chrome, etc.). I wonder if the ball is in the court of finance of technical team to manage these risks!!!! My take is that finance should have reduced and or mitigate the risks!