Member Info for NelsontheDog

First time in a long time but this price seems very good so a top up for me this morning. Optimistic that the conference will be positive for our share price and history suggests we go back to the 20's. If IAR is right and the BOD is scamming, then I would have to ay they are doing a tremendous job of it. Rather I think they are a bit green (hence excititable remarks such as stonking year) - but I do think we will get positive news of a deal - even a lowball offer will have a positive on our lowly sp and i do believe the network effect alone should allow us some headroom (people still prefer to do business with those they like/respect).
GLA
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Some great research and linkages made here today and thank you for sharing. However no change on the big picture for the trial - good results = good times!
Hopefully initial results out soon - it feels like its been a long wait (and indeed it has been).
GLA
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Heres another way of looking at M&A - what business targets should Leon and Colin be running the rule over?
I say this as imho if you bought JLP you want the management and culture in your org. However JLP's challenge in the huge expansion is building layers of management and company infrastructure without losing that purity of focus and Jubilee way culture. In addition to gaining more resources, a takoever of another company could allow Jubilee access to good people. Unlikely but possible - maybe a mining project management consultation company? - Imagine the contacts in a business like that to gain more tailings view!
GLA
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If ever there was a candidate for a stock split its BVC - so much here and the overall SP is not reflective of the 2 or 3 amazing businesses. Great to see the cybersecurity getting the headlines - it was this side of the business that I bought into prior to the covid breakout.
I suspect as we are now, we will only truly rerate on profitability returns as the analysts dont seem to value the potential.
All imho, GLA
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Dore, I agree we are looking very headstrong - however my speculative view is that any buy for JLP would come from Hedgefunds or Industry users of new power - electric cars and such like.
IMHO - our mix of PGM's and copper, all within fantastic esg credentials would make us a shoe in for the Japanese hydrogen fuel cell ambitions for example. Remember, in addition to cars , the commercial vehicle green opportunities are huge and require lots of PGM / Copper. Hedgies might look just based on our fuindamentals that so far arent reflected in the SP. Finally I think mining majors will not want to pay for JLP - they will create their own group to analyse tailings and improve metal recovery (it must already have happenned). There is a big ego in the way of saying JLP do something that they can not - not sure the majors would ever be that humble.
All imho - my preference is to just watch JLP grow - I have said before and i restate now - I personally would not accept an offer less than £1 as I think that will be our price in 2 years or less - if only my holding was relevant!
GLA
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are back here following the tips - price has only been this high once before in recent years. Would be nice if we can gently float up further into the twenties before the July update - i agree with many on here that a big re-rate is due then - so enjoy the twenties - it will be the thirties before you know it!
GLA
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Botak,
Great post and I agree wholeheartedly. Furthermore, as other Finance firms try and muscle into the space, KR1 has the most beautiful moat in that they offer support and prestige to the prospective Coin organisations. Therefore they will be in the short-list when there is an excess of funding (as now). That is pretty much impossible to replicate and that reputation imho is why KR1 is unique and should command a strong premium.
GLA
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Michael Saylor talking is certainly one of the best - he manages to simply lift very complex things and then target them at your most perceptive point - I really could listen to a lot of it (and do). Less impressed by his texts.
Elon’s texting for me is a little immature but about 5 or so years ago I watched a ted talk he gave on the boring company and how he was going to make tunnelling viable and I have to say it was equal to saylor - I bought Tesla off the back of that and a few other talks - great clarity of thought and simplicity of communication imho makes great leaders - maybe not great managers but certainly leaders.
I actively look for disruptive to the status quo investments - they are often linked to these kind of people - see Leon Coetzer at Jubilee metals for a less well known example.
Gla
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I hope you are right on that thing we can’t talk about.
Btc - holding over 37k at present. Very exciting and makes me realise it’s been a few weeks since this bullish play.
I feel like when I was a kid and at bedtime can see the snow starting but it’s not sticking - keep checking but eventually will need to go to sleep. Then when wake up check to see if it’s as I want….To paraphrase a great carry on gag I am hoping to wake up to 6 inches or more in the morning - lol!

BTC pushing at daily high again - after this resistance we have another at around 36k and the 50DMA and 100DMA before 36500 - so lots of resistance here - but going well so far - if we get into the high 36's its then happy days up to the low 40's - lets hope we can get to 37's in next 24 hours and then hpefully an uptick in ARB to follow.

that with US boost this afternoon - rise to past support line that will now act as resistance at 35560ish. Bounce a couple of times and then trounce it past there on Wed / Thursday.
Definitely a glass half full forecast but there you go - despite you never asking, you're welcome.

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tk,
I cant - had to lie down after that one... could have just said "revert to the stock to flow model" maybe?
Might ask Delacey if there are any sunbeds free at Delacey Island whilst I sip some restorative elixirs
GL
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Herdie
Only under 10yo's and pantomime villains are allowed to pop balloons - HSE states clearly that neither of these should be let near a steadily rising conveyor belt....
Cheers
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Don Gilders,
thats a sad inditement on the police force but thank you for your actions to protect us.
Mums the word
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A terrible analogy follows but there is a point I believe here - For me, back in Q1, BTC was an air filled balloon riding a sreadily rising conveyor belt. Then the EM tweets and Tesla purchase was a hot gust of wind that dislodged the balloon up into the air. The said balloon (sorry I am getting tired of this and not to the point yet...) has now landed back on the belt but is bobbing down it due to gravity despite the continued belt upflow. Soon - and could be today, the balloon will gain traction and continue its steadyish rise and the EM hot air will be a thing of the past. Thank Christ thats over and thank you for bearing with me. Just to be clear all imho and please dyor on rising conveyor belts.
GLA
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Re Tjate - JLP will not mine it - fact. Would destroy the esg and distract from a brilliantly working strategy. Its fine for us to bounce around ideas and thoughts, but not Okay for JLP to do the same.
However, at current prices and more importantly long-term forecast demand for PLat resources, it has potential to be sold or licenced for a deal - given there is no sign of it being valued in our SP any positive news can only be a good thing - in the meantime we carry on with our terrfyingly huge profit gorwth - happy days!

Macro Indicators of Demand:
Every year, more entities (be they people or corporations) hold BTC - the network effect is strong;
Every year, the BTC seems to gain more recognition, with naysayers now focussing on drops in value rather than a bubble that will pop;
Wider crypto economy is being established for whom BTC will more than likely be a reserve currency;
Dollar inflation and geo-politics mean a new global trade reserve may be needed in the mid term - if BTC is still no 1 crypto - it will have a strong chance of becoming the referenced value for global stuff as it is less interfered with than any other currency in our post industrial revolution times - China should be the next reserve but there are serious trust issues with their political stance;
Gold reserve substitution possibilities in next few years for government treasuries;
Best performing asset class in last 12 years - institutional investment houses taking positions;

Macro indicators for Supply
18.7m bitcoins mined in the last 12 years - in next 12 years will be less than 2m more - in next 100 years 2.3m only.
New supply available only if miners sell - if large miners continue to HODL - reduces general availability further and also demand moves to miners as a BTC investment.
Halving in 3 years is a known sharp reduction in supply - this is i believe a new concept to asset markets - there are many scarce assets but typically all expand supply in a bullish phase - new gold mines, new vineyards for wine.

So if you can quite literally afford to take a long term view - its HODL all the way.

AtB
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Hi Flanker
I agree and have just added to my ARB position. I am happy to take the risk as even if this advents a longer term bear market - we should be viable to survive and thanks to the 4 year halving, the next trigger point for a renewed uptick stimulus is already in the diaries for threeish years hence - worst case i can easily wait that long. However, if we recover sharply I will trade this position out at some point as ARB was already my largest holding, even after taking profits in Feb/March. So excited rather than scared and personally, I see BTC rising in June - I dont think the run is over and I also think the reversal of sentiment will be very very sharp. All IMHO and realise I am fortunate in having already made and banked good profits. For all investors, ARB seems a wise forward looking company and no-one who has held btc for more than 4 years is in a loss - I wish some of my other holdings came with that kind of history.
GLA
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Just adding to my note below - I won’t be taking up the offer but may add below its price. My main blocker is trust in the bod. I am not sure if they are in it for themselves or all of us - some simple comms could at least start to address this point. There is a fine line between being a quiet enigmatic fixer, and not giving two hoots about shareholders. Imho at present the Bod are way over the line, fine or otherwise.

Nice to get back to some real thought rather than the understandable emotion led reactions.
In terms of the uturn- it could be that we did have a potential partner but that they were aware of our situation and tried to landgrab the process as part of the deal as they realised chariot were cash strapped- if that was the case it isn’t a reflection of Anchios risk, but rather, a reflection od the business of securing funding in the oil market. I have my worries and concerns too, but it could be that in taking this action we will later reflect that it was a ballsy move. It would do no harm if this was the case for BoD to state this- no harm in letting the market know you aren’t a patsy and will call lazy asset managers bluff if needed. Also reassures investors and would shore the sp back to the offer price - the silence will see us drop into the 4’s imho
Gla
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