Member Info for Jantand

On jse i will certainly stand ready if they trip the sp to lower levels . All the information should be in the market after the march board meeting .watch out for downward manipulation until then by the guys in the know.....

fundamentals in place. cant and wont go down for long. anyway if someone wants to drop a few it is a great opp to buy

spot on summary.... fully agree..

I do think there is a case for delisting the aussie centre.

Anyhow....hope you boys in uk catch up soon lots of mcz excitement side

The zar will weaken over time and add more value ....big plus

Hi boz as we all said for many years the resources are massive and the sp very very low. David brown has turned the ship around as promised. Now we look forward to makhado producing from june 2020, gsp, north audit of uitkomst coming online hopefully end 2019, vele, and markets globally supporting coking and thermals... btw the proximity to the sez alone is worth 1 pound a share because of the massive savings in logisticals long term. I know we offset agreed to export medium term but here db was brilliant to ensure makhado is not reliant on sez and can continue as going concern with or without it.
All in place. Wait is over. Well done to all that was brave enough to catch a falling knife here. It is payday. My targets are in zar 18,44,72 and 110 if we dont get taken out. My 110 target is june 2021. Enjoy

More and more talk about it in my investment community

Could be some tree shaking imo.

News to flow like rivers and you want to own this end march when projections and plans for makhado is released to the market. Real rerate then. Happy n y

Fully agree boz... gsp assets is the big deal and has not been taken into sp consideration.
All been said plenty of times over the last few years . This is only the beginning of a massive rerate expected march 2019 when guidance for makhado is confirmed. Gsp is on top of that. Rerates share 10 fold if not more medium term...makhado only.....

of free float and at this rate the sellers will dry up fast .....big rerate to 12 zar on jse imo before year end and a base to launch from in 2019...

of 2018. all in place. may this break the downward trend of the sp once and for all

memo of understanding signed to fund 85 percent of the project (see rns on website) and the rest hoefully debt and not equity
i get the idea we will raise equity again once we are buying a second cash generating asset all be it well into 2019

all coming together nicely now

near term we will expand the north audit at uitkomst and i look forward to the details regarding the almost complete off takes for makhado lite.
i think vele and the sez and makhado involvement could be medium term(5 years) and in the meantime our off takes with arcelor and export will be interesting. off takes not with sez so when the sez is complete there may be a bid for us i think....or at least vele and makhado assets....... our mining at makhado do not depend on the sez, however it does add massive value to our rights there. also interested to see the nomr for gsp..
i do hope the akkerland farmer follows the commercial route and sell his land to us. either way it looks like we will start getting busy there soon, as i believe our funding (85percent of it) is complete.
all this hopefully this year, and i do think a bit of equity raised next year for the 2nd cga may be inevitible, but hopefully then at a much recovered sp....

been a long haul. good luck

http://www.engineeringnews.co.za/article/mc-mining-eyeing-acquisition-project-access-2018-09-27

Transnet hasnt been maintaining tracks and infrastructure and thus not reliable

been a long wait. at last some excellent news. weak rand also play right into it. off take agreement next and land. government backing the project. up and up we go the next 12 months

we go boys.........

https://m.fin24.com/Economy/china-commits-to-pumping-investment-into-sa-20180903

https://m.fin24.com/Economy/china-commits-to-pumping-investment-into-sa-20180903

At least 12 more months. Things are taking forever to set up. Land is the last hurdle..

In meantime uitkomst making money and we are looking for that
2nd cga.

Remember the initial construction for makhado was 2018 but probably only start constr early 2020.
Suits the sez just fine and gives us time.

I predict we will have a second cga and north audit mining of uitkomst using the southern infrastructure before construction of makhado will begin. And there you have it....all helped by an ever decreasing zar!