Member Info for orangecannon

This was moving 2 hrs before the slightly less pessimistic news from Turkey

Snap!
I'm happily invested with 10% of my portfolio here, at an average of 4.8.
I'll only add more if the price dips below 5.

The dice is cast, now its just a waiting game as the crew continue their journey.

I agree
I think the macro will overtake jubilee.
I really like JLP, its plans for growth/diversification, and I like/trust Leon.
However, I think energy costs are going to continue to go ballistic, as the fallout of self sanctioning russian oil and gas dawns on the market. It will, at some point, drive the world into recession, and this will drive down demand for PGMs, (research pgm demand in recessions) - hence JLPs basket price falls. In my opinion it's a case of timing when this happens.
I've now sold up here and bought more fossil fuels.
I am sure JLP will now have a mini bounce as that always happens when I sell a stock.
I'll buy back in here in the future once the global carnage is over.
atb

does 265,000,000 shares at £147 each or 265,000,000,000 at £0.147 make any difference to the valuation of the company?

The number of shares is irrelevant.
Dilution is relevant.

I also found iceberg's blog very useful.
http://icebergshares.blogspot.com/

Have you looked at the interviews re the B1 drill, and what they no think it looks like - ie a flat thing @16000s, and a thicker vertical thing at 2500s....... The drill went between them. Maybe these are a dyke and sill? I came here for KCB, but the KSZ, and the theory of what the KSZ could be re the research papers, (that seem to have vanished from the new website) are what excited me.
The target is still there, but we wont drill there for 6 months..... in the mean time the share price will drift off as the realities of the energy crises comes back and bites the world in the arse. Prospectors become items of high risk in such an environment.

I've debated selling out, and now buying more. But I am doing nothing. I was happy with my exposure before the B1 result, and am happy to hold my number of shares as the company continues its journey.

I think its exciting times, the team is top notch, and if there is something to find, they will find it.

I thought they hit the middle of the target. So mindea did a cracking job.
The issue was that the target was actually 2 separate conductors on either side of where the drill hit.
Modelling showed a single conductor plane. It's actually 2 conductors, with a gap in the middle that the drill hit.
Ie the modelling was more the problem than the drilling, and that's probably due to resolution - hard to tell what's going on 900m below the sand cover / rock

Bought in yesterday - > -15%
Bought a lot more today and now +5% overall.
Blimey

I was busy elsewhere, noticed the 10% drop, but did not buy as I was buying Russian energy stocks :-)
I thought I would have plenty of time to add more....
I'm very happy it recovered, even if I did not add more

Also link to iceberg's blog. Everytime I read that I buy more ,??

I thought it was Namibia, for GLR

How do you find this stuff..?

But we don't mine coal..?

Oh, and I don't think we will be ready in April. I think the intention is there, but I think it will slip.
Maybe the summer.
However, thats all good as it just means more information on what we have

I'm just sitting back and enjoying the ride
I went (relatively) all in following the investors meeting, backed by iceberg's excellent analysis and CB interviews.

It looks like the recent SP rollercoaster is over.
Announce the discovery of a second porphrey, SP does up 15%, then falls back to the same point again.
I just bought more.

I debated starting to trade some shares on the rises and falls, but very glad I didn't. A more definite timetable seems to have halted the falls, for the moment. I certainly don't want to sell any ATM.

I dont think we will see my recent "buy even more" price of 5p again.

Well the Sunday Roast guys cover a few....
I (sometimes)* like their style, and they converse well with Colin, but they are quite niche.

*Hated the rmm interview from about 9m ago
Loved the recent AFP one last week.

From memory, 2 weeks.

That RNS mentioned a drill hole to be done as part of the current drill campaign.
Interesting

The bed and ISA just saves you 2 transaction fees. They still sell/rebuy so you get hit with bid/off spread.
Sell, transfer cash into your isa, re-buy. Will take 5 days. You get hit with bid / offer spread and transaction fees, but thats £100?
An alternative - sell some other shares now, move £20k into ISA, sell XTR shares, buy XTR in ISA on same day/time. Then in 5 days, buy the other shares back.

He's a smart cookie?