Member Info for Mikiesunday

LGS, if I had no shares today, I wouldn’t hesitate with that size purchase ( assuming I had the cash ). Over the last month or so I have increased my holding from 3.75M to 4.3M and this certainly is my biggest holding by far. I plan to continue buying for some time as I feel the growth here has only just begun. Sharky is estimating earnings before tax of 168M for 2023. Using a very low and basic PE of 10 on this figure gives 1.68B roughly 6 - 7 times the current share price. That is based on growth from projects already secured and currently coming on stream. Imagine this- twenty percent increase in metal prices ( straight to the bottom line). Jubilee doubles the number of projects on the go! Which is more than likely in 3 years! Imagine this- Jubilee gets promoted to the 250 and the market deems a PE of 20 is more appropriate! After all is Jub’s a tech company or a miner! Will the sustainable element warrant this? In my opinion it doesn’t take much imagination to see where this share price is going! Never have I felt so comfortable and optimistic being over invested in one company. Jub’s does not have the risks of a mining company. For me the potential rewards over the next 3 or4 years are incredible compared to the downside risk! Very rarely do companies come along like this, I do not plan to miss out by selling too early- it’s continued accumulation for me. Come on Jub’s.

Jub’s intellectual property cannot be purchased off the shelf . There are very few successful companies in this space and it is fair to say Jub’s have a massive first mover advantage with proven ability and great success. If Jubilee only secure a small percentage of the worlds tailings dumps, shareholders here will be handsomely rewarded with great riches. However knowing the management here I feel Jub’s will get more than it’s fair share! I agree with NS , there is no other share this de risked with this growth potential so I see no problem in being substantially overweight. Come on Jub’s

I have accumulated 4.3M shares here and will not consider selling any for some considerable time. Jub’s has clearly demonstrated their process is easily transferable from one metal to another and geographically from one region to another. We are witnessing incredible growth here at lightning speed, all achieved from a couple of nuts and a dairy lee triangle. Imagine where Leon can take this now ( Australia, South America to mention a few ) with a proven process and multiple ( increasing ) millions rolling in every month soon to become tens of millions every month. Leon is a proven deal maker and leader and has built a very efficient machine below him. This is considerably proven and de risked now. There is no way I am going to let any of my shares go at such low figures- 20/30p . This is rapidly going into the £1’s. My only plan for the next few years is to keep accumulating. Keep the deals coming Jub’s - this is a growth stock of growth stocks!

I’m going to kick off with 55p. This is formulated on a £80M profit before tax for current year ( PE rate 10), giving a share price of approx 35p. Factor in 25 percent uplift for new surprises gives 44p roughly. Then factor in a 25 percent uplift for copper ramp up and Elephant resulting in 55p. This could be further enhanced by a bigger PE due to the green revolution and a combination of other catalysts like Tjate DCM, Kabwe etc. We really have so much to look forward to here. I keep saying to myself share price can’t 5 bag from here in 12 months, but then I look at the fundamentals and think that’s being cautious. Predictions please?

Very interesting read, great to see copper and platinum feature so highly. This many people can’t be wrong! 2022 is going to be the year of Jubilee. https://www.kitco.com/news/2020-12-24/Silver-price-to-shine-the-brightest-in-2021-gold-is-third-most-popular-asset.html

Dipped my toes in the water this morning. Looking to build a position as I understand company more. Seems too good and opportunity to ignore. Such a big discount to NAV cannot be ignored! If debt starts getting repaid, discount becomes even bigger. Fundamentals appear to be screaming buy me!!

Great posts J58 & CF- makes you proud to be a shareholder in Jub’s. The quicker they start processing at Kabwe the better. Hopefully we will get an accurate timeline in the 6 monthly operational report. I’m hoping this will land in two weeks? The onset of Kabwe production will be an ideal time to really promote Jub’s sustainability. Come on Jub’s - it’s not just about making money, but saving lives too!

I think I will buy in Tuesday morning.

Or is it an absolute bargain?

Market cap just looks too low in comparison to NAV, surely got to equalise at some stage. Obviously currency will have an impact.Just looks so low, I’m wondering what I’m missing?

Changed man,any particular reason for such a big discount as even pre covid levels, were substantially discounted. Is this literally just waiting for projects to finish and ramp up earnings?

Hey guys, I am brand new to this company and considering taking a stake here. However I cannot understand why this is trading at such a discount to NAV. I have started to read the RNS flow, but the discount is huge, why is it? Is it at risk of a buy out and asset strip- what am I missing? Would appreciate your help.

3CB, the figures will talk for themselves soon! It’s going to be an amazing turnaround from loss making to nearly £200M profit before tax in 3 or 4 years. Phenomenal turnaround! Just look at all the metals we will be producing and the quantity of them. Everyone was euphoric about Kabwe and what a game changer this would be. It hasn’t even come into play yet and the story has been lost behind copper ( understandably so). This will explode soon! Come on Jub’s! Wish you all a happy Christmas, I’m off to drink lots and eat too much Turkey. See you all the other side of Christmas.

Totally agree N The D, I feel 40-50p is absolutely nailed on this time next year. Based purely on fundamentals alone. Factor in a few surprises, some forward looking, metal price rises and the green revolution, who knows?- 75p to £1 is very possible. 2020 has been transformational for Jub’s and is finally starting to be recognised by the market. Been some great consolidation here and no real damage to the share price by the speculated lockdown action in South Africa. Jub’s is becoming very resilient and the share price will motor when those overtones settle. Let’s all wish Leon and his team a very happy Christmas and New Year. Plus a big thank you for the hard yards this year and please keep the intensity and deals up next year. 2020 has been good, but 2021 will be our year. Happy Christmas everyone!

https://www.proactiveinvestors.co.uk/search/advancedSearch/all?keyword=Jubilee+metals Very interesting interview with Leon around 10 days ago if you missed it. Around 2mins 30 secs Leon confirms over 300m tonnes already secured.

Hi Craig, I think it was the last proactive one, sorry I’m not very good at keeping the links but someone else here may be. If you go back through the chat history, there was discussions around it. J58- great summary to sign off on. Happy Christmas all.

Craig, during his last video presentation Leon clearly confirmed Jubs now has over 300M Tonnes and there was quite some discussion why no RNS yet as previous to this Leon inferred it was coming. I’m drawing two conclusions. One- is it now too small to RNS now as Jubs have grown so much or is it part of a much bigger plan? Refinery? Combined with more dumps? Different geographical area? Otherwise you would have thought this would have been a simple RNS. Come on Jub’s

Leon has confirmed Jub’s has accumulated another copper dump taking reserves to over 300M tonnes, but no official notification yet! Where is this dump? Is part of a much more complex addition? Does it come with a refinery of some kind? How exciting! Like waiting for Father Christmas to come ( except Jub’s delivers much more than once a year!) Leon referred to an RNS by end of year, but the end of year is rapidly running out. On the surface- would appear to be an easily constructed RNS. So this is making me think this is a much more complex addition as Leon has referred to it several times over the last month or so! What’s developing Leon? Come on Jub’s!

Oli 89, think 20p is very short sighted- this will be 40p in no time at all, could even say that is short sighted. Come on Jubs!

JLPP- this is still very cheap. Trading at a discount of well over 50 percent assuming a PE rate of 10 ( very conservative) to current year estimated profits before tax of £80m. Probably trading at nearer two thirds discount. There are lots of legs here and I’m going to enjoy watching the sprint, although I’m set for the marathon! Come on Jubs!