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rpt per sept, which they just produce in Dec.... this week
yes, derampers will not know revenue growth. yet Artemis knows, and hence they have some holdings in YU
"Artemis biggest contributor was Yu Group PLC. Artemis said it was "impressed" with the small business energy suppliers revenue growth."
http://www.morningstar.co.uk/uk/news/AN_1544032764568335800/artemis-vct-annual-assets-fall-but-hikes-special-dividend.aspx
can someone who speak to Leon, convey this message to him.
JLP should actively seeking JV partner for Tjate. now is the best position as palladium is way higher.
i recalled, Tjate has around 30% palladium
so, if Tjate NPV was $1.2bn for plat price of $1200, then if we swap with palladium, then
at palladium price of $1200, NPV should be around 1.2bn x 30% = $360m
360million is alots of NPV for our small size cap.
so, if JLP can sell this licence to say Angloplat, it will be huge cash for JLP, even at a fraction of that NPV
just throwing out there for discussion. i am sure many know that my long term shares at the moment mainly CERP for oil and JLP for mining (palladium/zinc/vanadium).
i can see these two have strong potential for multibag in 2019 - as both generating revenue and improving and commodities prices and oil will be moving up in 2019.
apart from these two, what other shares that producing, and undervalue that can be shares for 2019 ?
any thoughts?
when are we expecting to know the result?