Member Info for LUFC1111

Ive emailed JLP, shard, WHI about 20 x in last month.. in fact ive forwarded my last email on each time asking for update.. received one out of office.. i emailed the AA head of investor relations last year and he replied with a detailed response..

35p lol and the rest

Could happen..

Just keeping topping JLP is growing so quickly and deals can land anytime.. analysts will be scratching their heads to understand profit implications and most probably get it wrong.. this will be 40p plus by this time next year, in my view

Pgms and copper prices been hammered last few days, i think that has impacted any uplift

10 yrs and holding strong... i firmly believe the company based on current earnings projection, and rising commodity prices is a 1bill company.. i see fair value at 40p to 50p.. each and every day the investment is de risked as JLP is moving forward.. just need rns to confirm milestones

I think we still have shares being offloaded, this is signficant news.. JLP will re rate soon, great company with endless opportunities

Hi mate, its on the link on my previous post.. its free to view

Yes sorry, it is the 2nd lol..

The FT info says it added JLP on 20.03.21

Not sure if anyone has seen, but was posted on advfn.. The FT has sandford deland asset management listed as large shareholder..
https://markets.ft.com/data/equities/tearsheet/profile?s=JLP:LSE
Cant see them on JLP list unless they go by another name

Agree with general consensus.. very conservative.. namely on PE ratio, LT PGM price, discount factor on copper and allocation on cobalt production.. can someone check the EPS on page 24 they look wrong.. maybe me..

Lol what an anti climax.. i could have written a better piece.. get back to work WHI and issue a proper note

Roan funded from own cash.. eps will be 2p at y.e.. so we are trading at multiple x8... with copper adding a further 2p at same x8 multiple sp should be 32p.. thats at modest x8.. great numbers.. very happy.. would be surprised if broker note has anything under 30p

21.21

As long as VAR keeps inline and injuries permitting we could get something...

Wicked mate, youve sold me.. at 2p think that would be an mcap of 400m odd.. whats the earnings projections.. whats the expected net earnings.. do you have any broker notes or management presentations.. cant find any.. sorry to be a pain

End of next month

https://www.share-talk.com/share-talk-bulletin-board-heroes-thursday-11th-march-2021/#gs.vatqk0

Whats the other board?.. plus i can see why no rns has been released.. shares are being moved around... something big is happening.. 30m volume today

https://www.share-talk.com/share-talk-bulletin-board-heroes-friday-19th-february-2021/#gs.typl95