Member Info for HighlyGeared

WRONG PERCEPTION
Jubilee just want to get rid of Tjate at the best possible price. They will use the proceeds to push their processing growth in SA and Zambia. Maybe also in Nambia, which as you say, is their business. Lets stick to the point. Jubilee will flog Tjate because they are not miners, they are processors

BIG CLUE. The key point in any deal is Tjate's neighbours.

Sumoskier,
That is the point I'm attempting to make. The effect on Jubilees's finances and prospects will be transformational. All the time it is poo poo'd as some wacko theory by all the old duffers on here, there will be a misconception of Jubillee's immediate. prospects
Research leads me to believe that a deal for Tjate is being worked on with Tjate's neighbours and it will form a small part of a several hundred dollar million deal.
We'll see.

I was thinking of putting a few clues on here ,with regard to a potential deal on Tjate, so that investors could dive deeper into information that is readily available, however on second thoughts it is not worth it. Most on here have such a firm pre-conceived belief, based on zero knowledge, that a deal for Tjate is not possible in the short term, that it would be "like fighting a feather". A waste of time and energy and just not worth it. The group think philosophy/herd mentality is alive and well here.
Good luck all.
Wait and see
Regards
HG

Homey.
I'm sorry to be blunt, but that's for me to know and you to find out. Its all in the public domain if you are prepared to put the graft in. I could list the pieces of the jigsaw on here. Maybe I will one day, but not before other people make an effort to contribute.

I stand by my assertion that a deal will be done this calendar year. The other two deals ranked 1 and 2 will come beforehand.

I don't mean to be harsh, but the level of input needs to be raised on this bb.

It resembles 'grandad's potting shed' discussions. If the average age of contributors is 85 and that's what you are looking for, then fair enough but wouldn't Gardeners Question Time be more appropriate ?

This should be about proper discussion and argument leading to cutting edge investment knowledge. Not off the top of your head opinions. This is an investing platform, right?

That's because you have not done any research.

It is just your subjective opinion based on nothing. Dig deep ,and then come back.

The level of incompetence and utterly wrong opinions on this board is so shocking it defies belief. Some of the opinions are so utterly opposite to reality it is embarrassing.

There are a few seasoned campaigners such as Jammer and Moneyhawk who keep things on the right track and who provide great info and a sense of balance, but otherwise the discussions are so incorrect and off topic it is outrageous. They are not based on fact or learned opinion, but on zero research and limited intellectual ability.
This company is about to undergo a great growth story and SP trajectory, with several different revenue streams, which many here are not even aware of, yet they bore on, like back sear drivers, or wannabe CEO's. Who gives a flying fk about the zinc at Kabwe for the mo. Its not a priority for various reasons, although it will be in time.

In the short term watch out for;
1/ DCM pgm's being processed at Inyoni
2/ New chrome chrome/pgm deal with a major, to take up excess capacity at Windsor.
3/ Tjate deal before the end of year with top Chinese miner.

All blowhards, just give it a rest. There is great news to come from JLP in the short to medium term. It ain't that difficult to understand.

silverknight.

As per the last BZT announcement, Sanderson Capital Partners Ltd are the beneficial owners of the Tavira 18.8% holding. Therefore Google their name and see what you get.

silverknight... you need to look at the last rns and see who the beneficial owner of the Tavira holding is. Then google the name of the beneficial owner, and read the news from the 3rd January in the London Gazette.

From another bb

You have it wrong re ownership of in situ copper/cobalt at Sable. Colin stated that the plant came with the copper/cobalt resource during the last AGM.
Can only think the reason they have not announced specific figures, and have been coy about the on site resource, is that they don't want to humiliate Glencore.

Leon on Directors Talk

Https://vimeo.com/358783393

Guys, you're barking up the wrong tree. It's a PI selling up his 5m holding. Look on another and it will be clear.

34DegSth

Regarding fine chrome, my understanding is that Northam Eland would take 2 x 50k tpm plants and that Hernic would require 1 x 50k tpm plant.

The resultant fine chrome production would be substantial.

34 Degrees & Jammer

Spot on.

When the surrounding Platcro 3rd party miners realise that they will be paid for their fine chrome as opposed to it being binned, the volume of 3rd party processing at Platcro will go vertical imo. (once fc is installed).

Jammer,
There is no zinc dump within the purchase price, however there are copper/cobalt tailing dumps included within the Sable property and within the purchase. I don't think they are that big, however every little helps.

Colin specifically stated at the AGM that the intention is to buy the refinery lock,stock and barrel, including the refinery's sulphuric acid production and its surrounding copper cobalt tailings. The question of leasing the refinery was put to Colin, which he dismissed out of hand.

This could be one of the Kitwe projects JLP is involved with. For the record Maolian import into China approx $20m per month of cobalt from Konkola Copper mines. This will probably cease when they have developed their own Black Mountain tailings copper cobalt operation at Kitwe.

http://www.asianmetal.com/news/data/1398094/

“The Kabwe project marks Jubilee's entry into Zambia but we have further plans. We are looking at a few copper-cobalt projects in Kitwe (the second largest city in terms of size and population in Zambia), which has been slightly behind economically recently.”

https://mine.nridigital.com/mine_feb19/toxic_tailings_reprocessing_in_zambia

JLP have stated that they are looking at two different copper/cobalt projects at Kitwe.

moneyhawk. JLP do benefit from the chrome at Hernic, based on confidential throughput targets being achieved. The deal is kept under wraps, however Leon let it slip at the 2017 AGM.

moneyhawk.

Nail on head.