Member Info for Sumoskier

Just need a bit of market belief now to raise the SP!

It’ll be interesting whether the real potential earn from Copper is clear after the investors meeting?

Are we due to get an update on SFR by the end of Feb?

The other point for Chrome is that the margin will continue to expand as Thutse becomes a bigger part of the mix!

And this should go further as Thutse roles out!

Interesting, probably more comms than you get from JLP direct!

Just need one RNS to turn up..,been waiting a long time!

They’ve probably stolen all the paintbrushes!

Another great day for JLP!

What was the analysis on Copper?

It would also be good to get an update on the SFR situation?

Nice blue day, no stupid BT comments!

Let’s get Luansobe up and running to reduce those losses!

the trouble is bushy does present himself as a right ****** at times! something to live with!

The problem for the SP is a lack of visibility on the wider margin from the Thutse operation. Hopefully the next set of financials will begin to show this?

Just need that RNS with a deal in it? No movement before then!

Roan

The Company is pleased to announce that it has completed the manufacturing of the new front-end modular 50 000 tonnes per month unit, which was designed by the Jubilee Technical Services ("JTS") team in South Africa. The new modular unit is pending painting before being dissembled and containerised for shipping to Zambia during February 2024. Once installed, this module will allow Roan to process multiple feed sources in excess of 1 000 tonnes per month of copper contained in concentrates.

Kalan, can you explain what the last sentence means? I’m obviously misreading it?

We need to show a much improved Chrome margin, especially as we are expanding production. We can then leave PGMs behind and hopefully detach the SP from the basket price?

Interesting to think that the SP pretty much has no value in it at all for Copper. Just shows how the market now completely distrusts JLP to deliver what it says! Sorry state of affairs!

Mikie, I understand the narrative but the answer here is this is a cash market, not future facing. Although Leon has promised higher margins on Chrome these are not in an RNS so no evidence. The actual evidence is just more mistakes in delivery with Roan being the latest. Until wider margins on Chrome and actual Copper production is shown what else do you expect? Ultimately JLP could be one of the largest Chrome producers, but it has to be at a good margin otherwise what’s the point? Regards a rather pi**ed off Sumo