Member Info for NelsontheDog

I think the imminent results will remove an uncertainty for new investors. The cash is flowing now so I believe it will be well before the final results of this time next year. But as ever we will just have to wait and see. Personally i believe that by this time next year we will have at least doubled if not trebled from here.

Sentiment and especially positive sentiment is a whimsical shape shifting phenomenon - easily cowed and unable to stay in the open if carrying a flinch from recent memories of trauma.

Cash on the other hand is an unswayable simple - doesnt hide and bears no emotional baggage.

JLP failed on sentiment or at least positive sentiment but there will be no avoiding the cash impact to share price coming, if not already occurring in the current reporting timeframe. I feel this share is going to break out but for me this will be after FY results not before.

It is important that on discussing cash, we seperate the cash calls of funding further expansions, from the inflow cashflows of the commissioned projects - in the current year, this will become clear to market and our cash generative abilities will imo drive up our share price.

Hi Seek,

After your analysis concluded that our Williston assets support our revenue and profit in ZPHR - giving analytical relevance to your following guesses on the future, your recent insight that "I do agree news is coming one way or another" and the fact having acted the provocative poster you are now trying to perpetuate your relevance by detailed responses, I've taken the rare step to filter you on my feed. You are only the second poster I have ever filtered.

I dont get your position and goal in posting and on what is otherwise a good board but I suspect it is not a good faith position. Equally I dont see an angle that is relevant to me in your postings but mostly its your fervent belief that your opinions on the future carry weight due to posting obvious links whereas other views are hopium exasperates me and it appears mine and other posters pointing this disconnect out have been in vain. Why am I posting all this? I suggest other posters do the same - imo Seek is at best a time waster and at worst intends to disrupt and short all newsflow.

Agree Molatov,

The key point is as of now, September $1.3m in the bank and a payment due from insurer for $3m that has been invoiced and pertains to expenditure already spent by Zphr. So $4.3m in cash almost with another $1.3m almost to be billed to the insurer.

CH insurance has quite literally been the difference on ZPHR being a going concern!

I am heartened by "advanced Paradox negotiations" but my key takeaway was in regard to lateral drill still being assessed - I suspect this assessment will conclude on the receipt of the $3m due and will conclude with ZPHR deciding to carry out the drill.

Well at least we arent rueing missing this rise in copper prices this time - we will see the increased price flow through to cash for JLP and at some point this will drive the share price.

Https://x.com/Vortex_Fi/status/1838869994115141842

Not sure if this means it is live now but they posed its "unveiling" on twitter"

Low volumes still on daily so no immediate impact.

Fernan you may be correct in the laughing, but there will probably be more laughing aimed at Morrocco and as such I think they will move to see this stay alive as initimated by ENOG. Either by going alone in funding, or more likely changing the terms of the offtake price - they need this on a nation building fundamental level and can bear less profit directly imo.

Chariot are down but at this price not out.

Seek you are the pot calling the kettle black. All you present is opinion and future speculation - which I am absolutely fine with and to a good part agree with in the note below, but at the same time you imply others who do the same do so on hopium and are away with the fairies and lack evidence to support (the Chord info is painfully obvious in this business and isnt then evidence to your speculation as to next steps).

Essentially you believe only you are correct but then that is where I disagree. I enjoy seeing other views and see no need to deride them - disagree and counter argue yes - but we are all speculating in the future and as such its good courtesy to hear all views imo.

I broadly agree your wise post Kalan. Just adding there is a third advantage to PI's and that is having a longer timeframe for return and as such with less accountability to boards and bosses the ability to hold. My main successes - particularly in the smaller sector of businesses is in researching and then holding rather than trading. This share is about to break out upwards and now isnt the time to be looking at other options imo

Top marks to Galkin if he is hoovering up supply to make shorters pay. Market manipulation the shorters will scream as the fire consumes them!

Good luck to him.

Easy to say, but commitment to shareholders in Cliffs bonus direct from one if the investment opco's sums up the reality.

So reading here, he thanks LTH whilst taking their money and thanks the people he works with whilst "streamlining" the costs. Sounds a really nice chap!

Still like the company but I dont like Cliff as I no longer trust him following his lunge for the cash.

Indeed. The only prospect and it makes me fidget to raise it is if Cullinan gets back to a mine area that produces large diamonds - 1 or 2 of them a year will fill the gap and that was the historic flow - unfortunbately of recent these have not been apparent.

The thing with a seller here and the fundamentals of the expansion in copper now flowing isit means there will be a whipsnap type turnaround in the share price as the end of the former and the realisation of the latter by the market occur.

Thats the brass - the muck or the short term element is will this occur before or after the full year results we are on the verge of receiving - the cautious will just wait to get any year end reaction out of the way before loading up more i think.

Not long to wait though - a couple of months.

Shuvlin, I too was skeptical of the reduced share of profits but in doing so I was considering the margin achievable through our limited existing and planned capacity at Roan and Sable. I don't want to share these elements as the processing capacity is scarce and hence I want JLP to maximise return per unit processed.

However, where IRH are offering to fund the capital and expand processing we start looking at Return on Investment in new capital and on that basis our investment is almost consultative and low in value relative to return and hence a fantastic ROI.

It took me a while to equate the two together but I think I am there now in my thinking.

I still don't trust IRH one jot but I do think if we go ahead we will have put a thin flimsy leash on the beast - they may decide to bite the hand that feeds and consume JLP at a later date, but in the meantime they will guard JLP and ensure an honest price on any takeover is paid by any majors who spot JLP as a tasty morsel.

Hi Buttermilk,

There is a key message in there that I would think is very important to you given JLP history - it was my main takeaway anyhow. That being the news Roan is now working at expected output. Given the history of shaky news (eg the module only needing painting and then good to go RNS followed by the electrical saga) this was my main takeaway.

As i said, just like JLP is now only adding to forecast when projects are completed, I will now only consider Roan is done - i have been waiting for that news and welcome it.

Output of metals = cash inflows and for me that is the foundation of what is otherwise a broad RNS of ongoing development.

AIMHO

NtD

Put the poster in a suspension and then exert pressure to force suspension through a filtration medium. Or click on filters tab just under SHare Chat for Chariot heading

I agree CDL,

THis ropey deal with Cliff getting drect remuneration from the start up does not play well at all. Meanwhiule he doesnt take his bonus at TEK.

Really really poor optics - very disappointed in that and even more so the fact they do not feel the need to justify it to holders.

I have a large paper loss here but I felt the value was there so I wasnt too concerned - however if the future value realisation can be siphoned from TEK then my holdings recovery potential is as good as bust.

I will be voting against Cliffs stewardship when the chance occurs unless a justification is made for this payout.

My view is this price is too low.

Why?

ENOG may choose to walk away but that hands back the licence to Chariot - it has gas potential at Anchios 2.

or ENOG may try and sell agreement to a smaller player - to do this they will want to flow test Anchios 2 in order to get a sale - I suspect that is the current activity - that's a value add to Chariot - unless it also fails to flow at expected rates.

ENOG are sharp - for a the cost of a drill rig on site, they aren't going to miss the opportunity to make this more sellable or developable - hence price is way too low.

Once flow test is made, then it is whether Chariot are party to the news and whether they can publish it in an RNS - we will then move back to 4-5p imo.

+£$50,000 volume last 24 hours - i dont know if this is pick up of use or rewards being sold through for staking. It happened before and then reverted to sub $5000 per day volume again. Price is still steadily tracking up though which bodes well.

Volumes $3000-6000 per day - not too racy at all. Vortex (the new Dtransfer is still coming soon and Nabla still slowly building.

Bu PEN price is ascending. If you look at past month its a lovely chart - dont pan out to 6 months or longer though or you wiill see how far it fell - it needs to 10x to get back to near launch levels.

Vortex is key I think but no timeframe so very frustrating.