Member Info for shuvlin

Do you mean CY 2025 of FY 2025? It does matter but with just a little reading you might have seen the following :-

"Operational results for Q1FY2026 are expected to be released over the coming (four) weeks."

Too many on here asking questions that they can answer themselves. The board has become a Mountain of Moaning.

"I wonder what Peppermill Ltd average buying share price was... any idea?" More to the point who bought them from Peppermill?

Seems to me a considerable amount of change has happened already heroric. What kind of change would you like that would make any material difference at the moment? Easy to say Change Change Change but it's a slogan that is relevent of crooked political parties with no answers . New CFO has already instituted more scrutiny, anyone better as an engineer to replace Leon? Anyway, it's not going to happen . If I was bleating all the time about the same thing over and over I would just sell up and go somewhere elase that things were more to my liking. If you are actually invested that must denote some faith that things will improve. If not you are just here to cause trouble along with several others.

If the market is so unimpressed who do you think bought the 100 million shares that Peppermill sold recently? It's you who should have gone Heroric not Leon. The company needs a fair chance to get all this new and unique technology working to its highest capacity. Many on here think it can be done overnight. They have obviously created nothing new in their lives.

I really do not see why you cannot work that out for yourself Happy. Please take note of the fact that I said " just from Roan" Spoonfeeding is not what I excel at but Roan is not the only source of copper in JLP.

"Roan performed to expectation during Q1 FY2026 reaching 915 tonnes of copper in concentrate over the period. Production levels at Roan are targeted to be maintained within a similar range to current production levels for the next quarter. Factoring in the seasonal impact of the upcoming rainy season, with production expected to range between 900 and 950 for the three month period"

That is about 1800 tons over 6 months just from Roan. You don't have to look far if you really want an answer do you Happy?

As stated, wrong crystal ball 4ever.

Who cares what the plat price is? Es ist vorbei!

Too much speculation from those who know nothing in a complex transitional period when so much upgrading and trialling is happening. Give it 6 months to settle down a bit. Ask questions of Johnnie by email if you must but try not to make up the reasons for the numbers. I can't see anything that varies much from what I was expecting and anyone who was expecting a lot more needs to change their crystal ball.

Longterm for 25k is a rather vague concept. I don't think it means anything like 5 years out for instance but we will have a better idea when Sable is brought into full production and an estimate of how many extra modules will be required to achieve it. I think Leon has gone from being over optimistic to being ultra cautious. Lets see what he says if he turns up on the roast. I would be happy with 15k tons in CY2026 as that could easily be a profit of over 60 million.

Sorry, I meant Q3 FY2026.

In my opinion we are still looking to FY2026 for significant changes in production when Sable comes fully online and we have more insight into the LWP. Until then, as I said , I will be happy just to know what profits are being made on the current production. we should find out something in about 4 weeks if projected reporting dates are met.

Should be due another appearance on the roast. Hopefully some of these questions might be put to Leon, particularly if Charles is there.

I will be more interested to see what profits are being made on whatever production they are achieving now. Obviously as they grow production their will be large economies of scale but it will give us a guide as to what they might be in the future.

Sorry, didn't see the quotation marks!!!!

That is exactly what I said Bluebelly in my post at 9.16!

If everybody knew this or that there wouldn't be any point in gambling on the stockmarket even with a surefire winner like this.

AI may be in a bubble (mainly USA) but it is not the greatest consumer of copper. Cu will still be in short supply if there is a correction.

AI is presently in an enormous bubble and cannot sustain its growth.

In the unlikely event of a crash in the copper price the majority of mines would be making a loss and many would probably be put into C&M. That would mean a shortage of copper and the price would rise. Jubilee can probably make a profit on anything over 5000 per ton although we need something quite a bit higher for the sp we would all like. I also assume the headquarters will be moving soon.