Member Info for NelsontheDog

Caerus are tiny - so 34% up is about £4m on their market cap - not exactly earth shattering. I reckon Caerus might be a punt if you fancy that type of thing as if we do agree to do a deal (we are assessing) then I would expect Jubilee to buy upfront the rights to tailings thereby keeping control and getting all future revenue stream. Probably suits Caerus as money upfront allows them to develop their mining. Once cash for mining Caerus worth a lot more imho.
Anyhow, I might watch Caerus price but not that interested at moment. Jubilee - great move and potentially big news if we go ahead - anyone have any idea how long assessing the tailings takes?
NtD

Of recent a lot of
Our news has fallen on btc dip periods and had no impact. If we have a post futures weekend and it continues through May Day then I believe we can update on installed devices progress if btc bullish. If not we wait and just issue monthly update. Allows us the option to only release install news on a btc positive day

I did expect blue today given the overnight performance of DOT and others. It is frustrating to see the small drop this am but not too concerned in the short term as I believe there are more rises to come and the SP will therefore correct.
The whole crpto space in UK feels a little tired compared to a month or so ago but it will come back imv as asset prices rise.
GLA
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Dore,
I am chortling away to myself as your 1 word sentence - Fool, has made my brain read your message in the style of Mr T (BA Baraccas). I am wondering if this is permanent - I hope so.

Lucky,
Given your liking for Pgm’s (me too), how about Jubilee metals - strong SA pgm business from processing tailings - it is not a miner and as tailing processing cleans up waste a fantastic esg play which isn’t in share price (p/e) yet and may be very relevant soon given pgm demand from a green product - electric cars. Crucially copper also needed for green cars - JLP also scaling up to produce significant copper from tailings in Zambia with revenues just starting and two further projects in pipeline to be funded from existing strong cashflow generation. No divi yet but building a mighty cash making monster so will follow in medium term.
Sorry for ramp,
NtD

3CB,
True - but it’s fairly easy to also add a bullish case:
1. Should make money from the venture
2. Adds another product diversification.
3. Either puts a white hat on JLP for the Zambian government or stops a black hat being added - which should lead to significant future commercial opportunities.
4. Supercharges JLP’s ESG credentials to the max and should offer an enormous boost to companies profile - which we know is still not uppermost in II minds given our low p/e that doesn’t reflect our scalability, operational performance to date, ESG or metal sector disruptive capabilities.
5. Feel good boost to morale (and therefore goodwill) of the Jubilee workforce (many of whom as Zambians will be acutely aware that but for fate Kabwe could have been their plight). Even if directors are immune - adding to the Jubilee Way talk track that LC is working hard to project (we fulfil our commitments and always close or finish our strategic and operational commitments) - the John Wayne cowboy factor if you like.
6. Feel even better about oneself than you already do - LC and CB - the noble one!

So 5 reasons before you even need to get misty eyed.

Personally i am very fond of this share and hope it in no small way funds my options to retire in 10’years,having bought in a couple of years ago at sub 3p, but Kabwe clean up might make it my all time favourite share and one worthy of mention over and above the hum drum route to investing for wealth creation.
AtB
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Agree Shorn.
Shutts, welcome to your Jlp - generally we are an excited bunch as to our future prospects and our only weakness is frequent impatience. By the by, if you think about it, they are all metal recovery operators and refiners - just some such as Jlp don’t mine. Huge advantage and with the correct p/e to reflect that Dore will get his pound (s) back within a couple of years.
Gla
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Just adding to the divi not yet brigade. I would prefer reinvestment in new projects and I would also not be happy taking a dividend whilst the lead toxicity has not been dealt with as it sends a poor corporate values message - shareholder profits over African lives. I know we didnt cause the pollution and misery but we have entered the fray and have the opportunity to do the right thing without too much impact to shareholders.
GLA
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Very happy with the update

Saby
Sorry to hear the financial position you are currently in. Often been there myself ( currently on TILS where i well and truly spiked myself, though not to that level, but significant for me). If you are like me, nothing we can say will stop it needling you and it sounds like you have decided to keep in here and ride it out. I think that is the correct call - at a minimum until there is further clarity on Nasdaq but tbh I believe you will get money back this year and then some.
Good luck
NtD
Good luck in the meantime and

And it would be a surprise if they announced a btc holding - but a great one. I believe they are the ideal poster boy for btc and if the buy treasury and came out as pro btc - I am sure an ios digital wallet integrated into Apple Pay won’t be far off and signal a real acceleration to crypto adoption.
Gla
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Hi Delacey
I usually enjoy your posts and many others on here so popped over to sgi. Sorry, I didn’t find it that funny as it seems like the BB equivalent of laughing at a homeless man because his arse is hanging out his trousers as he stumbles about drunk. Will continue to enjoy your contributions here but for me the sgi invasion was funnier in concept than in reality.
All fair and Pearls started it, but I always find an element of wit in the odd one of his posts - a little like a monty python character saying you’re all doomed!!!
All the best
NtD

Frogboy - you are probably correct and sadly this could be bought out. However I do on balance agree with Jonah and Shiner - in that I am not sure the majors would buy JLP. It highlights the non-esg of their other business, it would have to be bought at a premium and most crucially i dont think the ego's of the big companies would pay for JLP - rather they would copy the strategy if anything rather than purchasing JLP.
Interesting to consider buyouts but I do hope we continue to progress organically. My own view is that this next phase of growth is the hardest for an organisation as no 1 person can now keep tabs on all the projects and you need a number of mini Leons to ensure all goes to plan - to be fair its a very nice problem to have.
GLA
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Phoebus I think your computer has the Sinattra virus - start spreading the news....

Hi Frogboy
I do get a say proportionate to my s/h. May be drowned out but its always good to plant seeds of value in the minds of other investors just in case.....how can i do that? - lol.

The car industry has already seen tesla working hard to find ethical battery metals and I think the need to emphasize green credentials could see a German or Japanese approach. Being able to say you procure under ESG the metals allows you to leave competitors who cant evidence the green supply chain in your wake imv.

The more options the better but personally I want to hold as long as possible and see JLP as a hold forever share.

GLA
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Hi Shorn - good point. Personally for a takeover I would want at least 100p - the route to that sp is already underway operationally and so far LC and co have proven themselves to get there imho. I have no specific evidence but suspect LC would prefer to build a new mega cap without any non esg (mining) - strategically that should allow a higher sp.
Another potential strategy could be a jv - given we are esg producing copper and Pgm’s and given Japanese car industry interest in EUA - maybe that is where interest will come from rather than the mining industry.
Any which way, it’s a great time to be a shareholder!
NtD

Nimrod, what distinguishes Jlp from those other companies you mention is the fact we are not a miner. As such our esg credentials are way higher. Also, our project speed from securing resource to production is at least 5x quicker and this allows for a more rapid organic growth without the need for expensive takeovers. These two factors should result in a higher than industry average price to earnings once we are better understood, reflecting our status as a mining industry disruptor, and explaining the excitement on this board.
I am going to stick with my 25 to 50p range target for end of 2021 with a strong belief it will be a lot nearer the latter. Reckon ST will get there too post the May update from JLP.
Exciting times and gla
NtD

fantastic

BTC and alt-coins recovering ground well today. As such I would hope to see a little more rebound from KR1 today as a result.
GLA
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Thank you Crusty for your advice, but I will continue investing. I don’t think it is bed wetting to reflect on a lack of understanding of what the company is doing. Many companies don’t need to communicate as they are in steady state progressing communicated strategies. That isn’t the case here with ODX.
I dont think my comments are unreasonable or of such a nature that your posts level of agression and personal attack is needed.
GTF
NtD

Reflective reflection - laughing at my own poor word smithing. Hopefully you get the gist anyhow.