Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
I see Kalan wants in at a lower SP
Https://www.telegraph.co.uk/business/2024/04/13/britain-and-us-block-trade-russian-metals-london-exchange/
If Birdy can't get the assets sold now then there is no hope. Expect copper to move higher as a result of this.
OD
To Mr Bird... We know you are reading this board so,
It's time to get Luansobe sold. A proper cash sell to an established mining company. Stop playing games with artisanal miners. It's time to reward the shareholders.
Pretty Please
If all the traders & de-rampers could just keep the negativity up for one more week, I can add another £20k in my ISA on 6th April.
OD
3card, I have been a JLP shareholder for quite some time and you are wrong about Chrome. Leon was banging on about chrome years ago and his foresight is now paying dividends.
OD
Jonah, your last sentence "FWIW, I believe the IRH project's most valuable outcome is going to be a demonstration to the industry of what we can achieve and hence unlock the potential for future, more lucrative deals." is 100% spot on.
Mikie, the article made a few references to shortage of copper concentrate which JLP will be producing in quantity soon. I think most thought that cathode was preferable to concentrate but not sure now.
OD
The RNS mentions the NEOM project, which will export large quantities of liquid ammonia across the world, many times and also makes it clear that the cracker would be ideal to convert the NEOM ammonia back to hydrogen. I think Air Products will be interested in this and ultimately will probably bid for AFC.
I thought the extra cash was going to help fund the Sable extension
Sure does!!
Dorfan, my thoughts as well
Thanks for the link Jonah,
From the report...
"Combining the constrained supply outlook and strong demand projections results in the forecast 2023 deficit increasing from 983 koz (per the previous Platinum Quarterly) to a similarly significant deficit of 1,005 koz. This would be the deepest deficit in the current series going back to 2013. "
So why is the platinum price on it's knees?