Member Info for Sumoskier

There is no confidence that JLP deliver what they say! Give it six weeks and there’ll be another excuse!

Is the plan now 9k tons from Roan and the rest from Sable via M and G? If it is then we just need to understand the latters flow through and alls good for 2026? IRH deal on top?

It would be good if Zeus could up the fair value target!

Just hope it sorts the SP out! Getting more than ludicrous!

Can you post the article?

Just think this is another really badly managed outcome by Leon. If he wants to commit spending our money on a resource (again) he should commit to a forecast at the same time! Why weeks apart? It’s almost as though he doesn’t believe the quality of what he’s buying! Starting to think he’s a bit of a tool?

Only thing being scalped at the moment is the share price!

Frogkid, same for me. They just need to deliver two things which will secure increasing Copper production? Let’s see!

Northern, I can read a P&L! Just frustrated that, once again, shares are issued and the SP sinks. Leon talks about creating a billion pound company, rate he’s going we’ll be under a £100m!

Spin a story,

Issue shares,

Never say why there isn’t enough cash?

Provide an excuse as to why the profit never turned up,

Repeat!

Just want to know the outcome of the IRH deal. Problem is could take a while!

To me, any bid that comes in will simply show how undervalued JLP is. In some way it would be good publicity!

I think he’s waiting for the dividend!

It would be good to see a hike in the Rhodium price to make PGMs worthwhile processing!

I wonder whether JLP will be able to access enough capital to build more than one Roan at a time? It would be a slower ramp up? That’s the IRH advantage?

Your option 5 is off the table. They already know the project is, effectively, a copy of Roan? It’s just about how it’s funded?

We do need the IRH deal outcome although I’m not expecting anything soon. The due diligence is end Jan so further negotiations will probably extend any answer out to late Feb/March?

Think they’re missing a decimal point! Even allowing for that 7.7p would be great! Still like Outperform as a rating but doesn’t seem to help!

I’m hoping they ink the IRH, or equivalent party, deal soon. If that doesn’t change the trend then I think it’s time to move on.

I’d have thought Copper production is more relevant!