Member Info for LUFC1111

Gray1, he had said this a while back, as the fixed cost element per unit reduces the more we produce.. I believe at full pelt at over 10k tonnes, the cost is sub 5k

He Company is also in discussions with a strategic investor which has communicated its commitment to

providing the Company with sufficient working capital for at least 12 months from the date of approval of

these financial statements, to be provided during the second quarter of 2024

Thank you, yes seen him and another have gone back to Rotherham.. its gona be very close, but loved this season in the championship.. I do a four hour round trip to elland road, so nice to come back happy apart from last weekend

We have produced circa 3k tonnes by running on 40pc and in constant upgrade mode..so 17k tonnes additional required given everything they have in progress seems like a formality.. but Mr marker doesn't think so

Disappointed in the delay to roan, no one can dispute that, taken momentum out of the SP when copper prices are at record levels.. very happy with Chrome

Yeah it's been tough.. I work in commercial finance, FCCA qualified for over 15 years and worked for some of UK largest businesses.. in last ten years done alot of work on private equity acquisitions. Has helped in my view on the potential of JLP.. hence when I do the maths on the copper story, I'm struggling to see how JLP is not taken over or reaches a mcap of 1billion

It's not wise to invest the way I have.. I've bought a big chunk from 2012 to 2020.. sold zero on the rise up and bought alot more in recent lows.. I plan to sell some of my holding around 600m mcap.. so 20p.. I don't see many better investments out there..

I have around 4m shares.. it represents 99% of my stock holding..I was tempted to sell one of my rental properties and put all funds into here too.. so you can see I'm very confident

Not sure how the issuance of warrants impacts the SP, but we do have 22m potentially coming in at 7.2p, was wondering if that impacted us yesterday or will over next few days

Rns, cropper sold his holding

Agree and that's why leon references 40k tonnes of chrome in 2019 v 2m target in 2025.. saying we've done it once, and we are going to do the same with copper

Looking forward to 2025 guidance.. Next few months will be very interesting with news flow.. think JLP is a life changer at these levels.. every bit of maths I've done, makes the forward EBITDA of at least 100m.. this will defo be a billion pound company in next 24 months, in my view..

When you actually look at what JLP have achieved its amazing.. in the context of covid, chaos across the world in supply chain.. also electricity and infrastructure issues.. they now have world class operations in South Africa, and on the brink of demonstrating what they have done in Zambia.. I appreciate things have slipped, but in context we are closer today than a year ago

So you do agree that chrome performance is impressive and baring pgm price collapse they have delivered in South africa

Key point is alot are focusing on the delivery of copper and rightfully so.. what you cannot do is overlook the incredible performance of chrome.. For me that shows a record of delivery.. copper has had its challenges, but I firmly believe production targets will be met and we are very close ( next 12 months) to being a large scale producer.. that's why I continue to add at these prices

Good to hear and glad you are keeping well, think your money is safe ref leeds. we are looking very good at the moment.. 12 cup finals to go..

Kalan I used to worry about you, as you disappeared when the sp went upto 20p and didn't post for two years or so.. glad you are back now

Up to 11p from 9.9p.. guessing they will do this now after every update and get clear picture..

Moving forward, but the interest in the stock is minimal.. where has that guy disappeared too..

Slaters will take a big chunk and average down from the last placing they were in