Member Info for Sumoskier

Will we actually find out anything?

The reality is they didn’t get $30m of Copper for $2m. The non productive asset presumably has an asset value, productive or not?

First time I’ve heard of the swap of Zinc. In reality the cost wasn’t just the equity then. Smoke and mirrors , again. I do often think that Leon is interested in volume no matter the cost!

Time for Leon to deliver? We need clarity on the monthly run rate production of Copper. Assuming this is good (big assumption) then it would provide a good base for 2026 output. With the interruptions in 2025 the real picture is difficult to decipher?

Assume that was a 1m buy? At least someone likes the stock!

Good point really. They need to talk about the top three items and then make sure they deliver on them before moving on? Focus and delivery should be key. Not to say more couldn’t be going on but do we need to know?

Frogkid, are you frustrated this morning? Sumo

Interesting take on EPS? Even at a low PE we should be nearer 10p not 3.4 especially if growth can continue?

We could be ideally positioned if we can make good margin on existing throughput and reinvest the cash on buying more assets. If we resort to issuing more shares then the SP will continue to be f*cked!

Frogkid, I also think some of the gap is the failure to deliver on past promises ! The IRH deal being one? Hopefully this will be clarified in the next couple of weeks? At the end of the day if we are ramping up Copper in a meaningful way with good margin the SP should rise, seller or no seller? Sumo

Evidently everyone is getting very ragged about the lack of communication. If JLP doesn’t deliver as promised by the end of March it looks like there’ll be a lot more sellers than just the II? Pivot or no pivot!

Mikie, the interesting point is whether the update actually appears in the next 14 days! After the 1p options I’m thinking the company is run for staff only, not shareholders?

Agree there is a seller but if the company produces a good update on H2 then maybe it will entice more buyers which simply clears the overhang anyway?

Maybe it would be timely for JLP to provide a Copper update?

The higher the better!

Bizarre day really, apparently almost all buy activity and no movement. Just shows how unloved JLP is?

Just thinking it’s more at the 10% rather than 5% mix for any calculations.

Kalan, I’ll get happy clappy if the SP starts getting up above 4p! On Rhodium just quoting the only percentage I know? Sumo

I thought we were near 9% Rhodium?

Wouldn’t want to make a habit of it!