JCC, Tier 1 asset +++, Board full up on options11 Feb 2026 13:53
Arok
Totally agree with your post, although we still have time for the counter bids, maybe a consortium will come in, having read about how tight it’s becoming to secure future minerals.
Have been doing as much research as I can on someone coming in to counter JCC, which to be fair there are some, it comes down to cash flow and financial borrowing costs imo
Looking at smelters needing to secure future copper ore, smelters for future precious metals and miners needing new sites for their future, this to me should be the catalyst for a consortium.
Miners and smelters have forward contracts for years with conditions attached, therefore if you require these minerals, what better way to get your supply for the future is through a consortium of all three
Keep reading about the initial Capex needed, but shared between three, all of a sudden seems very reasonable.
I know I’ve gone off tangent here, but to counter the Chinese consortium behind JCC, I can only surmise this is what would be needed, can the west lose more to the Chinese who will have the complete package to deal with these minerals
Grasping at straws? Maybe, but when the future of these businesses are at stake and value involved, I believe this is where we might get a counter from
That’s it from me for now, going back on my meds and going to turn my poor little brain off as it hurts
Atb