Member Info for olddrongo

There might me some confusion with NEOM. The green H2 project will produce H2 from solar and wind power using thyssenkrupp electrolysers. The H2 produced will be converted to ammonia using nitrogen, which will then be exported.
The futuristic NEOM city will be powered by green hydrogen / ammonia using fuel cells and I think it's these fuel cells which AFC could supply.
OD

thyssenkrupp are supplying the electrolysers on the NEOM H2 project

Mikie, you don't spend 30 minutes with Colin and he drops zero hints!!!

Hi Mikie, When Colin said it’s going gang busters over there, we all thought he was referring to copper production; instead he was referring to copper acquisition!!!

Full marks to The Clown for forecasting a placing. As a long term holder with a low average I am disappointed with the placing. CB said no more placings required and Leon said a debt facility was available. So never trust what CB says and the debt facility is a complete myth.
Having said that the rate of growth is massive and perhaps the initial cashflow is not sufficient to accelerate development. Agreed, now that we have increased ownership we can hopefully tell the market that the revenue streams, particularly cobalt, will now be much higher.
What I don't like is that an institution has got shares on the cheap with no risk; infact they probably already had some, offloaded when the SP was in the 20's and now bought back in at 16p. Just like WONGO but for businesses.

OD

Mikie, like you I am incredibly bullish on JLP; the good news keeps coming and yet the SP keeps falling back. To move the SP forward I think Leon needs to excorise the Tjate demons once and for all. There are probably too many large prospective shareholders that think JLP is still all about Tjate and haven't yet understood the amazing opportunities that JLP are uncovering with low risk tailings projects.

Regarding Maersk, they would consider anything rather than use QFI!!!

Oars / Sails / nuclear fusion / LNG / ammonia / methane from cows / methanol but never MSAR or bioMSAR

Oh buoy!!!

Anybody seen this before

https://www.dailymail.co.uk/sciencetech/article-9814873/Scientists-develop-iron-air-battery-stores-electricity-days.html

Mammon, thanks for the info regarding a potential new copper extraction process. However, even without this JLP is still a good investment and likely to multibag from here. Don't see why you would be considering selling up. If you are correct then we would be taken out by a major at a fairly hefty premium. Leon did mention a few weeks ago about significant advances in their copper processes - can't wait to see what he has to say.
OD

For all those that have not filtered me, it was a genuine question. I have loads of shares in GGP at an average below 4p and have no intention to sell.

Did anybody finally establish what the main reason for GH selling down some of his shares, when he would know better than anybody about the future prospects for GGP?

Craig, spot on with your comparison with SXX. However, I still think a lot of investors, institutions, brokers etc still don't see JLP in a good light. Using word association for a bit of fun:
Rich - Poor
Black - White
JLP - PGM miner
Tjate - Expensive
South Africa - Dodgy
Colin Bird - Del Boy
PGM miner - Longwinded
Copper - Chile
Tailings - Liability

Fortunately for me I invested in JLP a few years ago and now showing a 5 bagger growth. For the next 5 bagger I have to wait for people to really understand the JLP business model. Like Mickie I'm happy to wait.

Over the last 2- 3 years Leon / Colin have always stated that the big boys are coming to them to assist with their tailings dumps, but we have never had an order from one of the big boys. This is not a problem. I think they probably won't accept Jubilee's mark up of perhaps 40% or more. So i am happy for Colin / Leon to keep finding smaller projects with substantial markups than dealing with the big boys on small margins. Eventually they will copy the Jubilee processes and then we can go to court for patent / copyright infringements etc. Just my thoughts
OD

They should have listened to Colin Bird back in 2017!!!

and with GS there will be plenty of price manipulation to allow all these new institutions to get in at a lower price.

Not being negative [I have over 600k shares at a very low average price and still think this will be my best ever investment] but the next few weeks may be rocky. GS are a bunch of .....

just noticed this in the telegraph

https://www.telegraph.co.uk/business/2021/05/05/stockpile-metals-needed-electric-cars-governments-urged/

I assume each drill duration is relatively short - anybody got an expected duration?

Do they have elephants in Cyprus?

On the UP

CIL, that was your best post thus far!!!