The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I see on the BOR bb that drilling is soon starting on the Argentine side. Success there might spike interest in our ex FOGL licences ?.
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Leon is a top notch engineer and has done a great job over the years. But investors have and continue to provide the capital. Their concerns should be considered and today l feel he has.
LC, CEO of JLP put on a good presentation today regarding the future prospects of JLP and its Zambian operations. Once it all comes together, with us probably supplying ROM and them processing it, good times ahead..........
Sounds like there might be more good news in the next few weeks regarding Mopani.
At least Colin remains confident. Hopefully eventually it will come good across his companies. A year ago it all seemed so promising !.
LC at JLP doing a presentation 10am tomorrow. Hopefully will provide an inkling for us going forward with Luansobe.
CB was on VOX today with Bezant. Remains confident across the board.
If all the problems regarding power and water etc were so well highlighted, why are there so many very big sells/buys happening today ?. I topped up last week partly on the back of the Roast podcasts. Today it feels more like l am back at conroast.
If there is a cash call l would rather they do what RKH did and let pi's participate on equal terms. But don't remember any of Colin's companies ever doing that.
In the JLP podcast this morning Leon states that the small miners are itching to get going into production. Maybe l am crossing too many dots but l feel we are one of them. But we need cash for a concentrator to reduce transportation costs.
Disappointing RNS from Jubilee today. Might explain the need for a concentrator at Luansobe.
https://aheadoftheherd.com/copper-mines-becoming-more-capital-intensive-and-costly-to-run/
Read this over the weekend. An article from last year but did give some good numbers going forward. In a down market and many still warning of a global recession next year it is easy to understand/be frustrated by the current low shareprices. Long term plenty of reasons to hope for a rebound across the copper space.
Analytical. Without relistening did CB mention 20m/t. And wasn't that the figure mentioned originally. Guess the bigger the concentrator the quicker the throughput and payback. Someone will be number crunching !
I remain invested in various of Colin's companies but admit l don't have a clue which projects will provide the best investment and which will fail. These days l just remind myself they are all just holes in the ground. But hopefully one will be the 10 bagger .......
Now they have a jorc resource would it be possible to get a bank loan for the concentrator?.
Just listened twice. Have to admit l am not sure on the numbers. But Colin was adamant about the higher numbers.
Either way continues to look good and preconcentrating makes sense. Just a bit longer to get going.
Wise words.
No. But l did lose a lot of money with MWA/ASA and their Zim/Congo adventures. Best ask the Chinese on that investment advice.
Until the big players decide to take positions l feel it will be tough to make progress. I keep topping up across the copper plays but have to admit, days like today are frustrating.
Hard to believe demand for copper increasing but the copper explorers just can't gain traction.