RE: Jubilees share price is a reflection of its shareholders12 Nov 2025 16:41
Seis and Suvlin your observation is both fair and thoughtfully expressed. It’s understandable to question the timing and strategy behind Jubilee’s resource acquisitions, especially when several assets remain underutilised years after being secured.
Your point about resource hoarding is quite valid — Jubilee does appear to have accumulated a broad portfolio of projects (Tatje, LWP, Project G, Molefe mines, etc.), yet has struggled to bring them all into meaningful production. This pattern may suggest that the company’s ambitions have occasionally outpaced its available cash flow or operational capacity, leading to delays in development and integration.
From an investor’s perspective, it’s not unreasonable to expect clearer prioritisation and transparency regarding which assets will actually deliver near-term returns. Holding onto too many underdeveloped projects can weigh down momentum, both operationally and in market confidence.
I anticipate that roughly 2,000 tonnes increase per year (each year)— seems realistic and conservative. If Jubilee can maintain this incremental progress, it might slowly restore investor trust, provided that production targets are met consistently and communication improves.