Member Info for Sumoskier

It’s quite evident that these interviews are irrelevant as they have no effect on the ever declining SP. The only thing that will are quarterly numbers to prove the supposed improving margin from the new Chrome deals?

What is it then Bushy, AGM on Thursday, placing on Friday!

August21, if you’re looking at nominee listings it’s difficult to know who owns what. In reality the only major shareholder I know is Slater who owns around 10% of the shares. Aside from that fundamentally the real issue here is whether the touted investment case, as outlined on the website, still stands. The problem for me is that the case seems strong, it would just be good if JLP could actually deliver, on time and as promised. Major issues historically with over promising and under delivering!

I could imagine the AGM is going to be quite feisty if nothing comes out next week!

It is nice to be reminded of the transformational phrase in the RNS. Just makes you wonder where the SP would be otherwise, lol!

Sounds like quarterly reporting not happening until Q1 next year? Aside from that we should be due some sort of production numbers for July to September?

Analytical, Based on the assumption that the go ahead is given by the Cadastre next week we could well be in production before Christmas. I’m also assuming the ore is going to JLP’d Roan processor as they have stated they have signed a couple of agreements already, one up to 8m tons?

If the mining license is approved for Luansobe next month, how quickly would mining be able to start?

Wonder if we will get the trading update next week? Would be interested to see the benefit from the new Chrome deal?

If it’s true first read would say it must be a JV for funding purposes? Hopefully an RNS will arrive soon? To clarify?

No, I think there is now a detachment between what JLP are saying and the SP. Question is what is actually going to turn sentiment around?

Feels like complete capitulation now. 4’s possibly later today!

Aside from that if you read the report you would almost think it sounds like a professional company! Pity none of this is feeding into the SP!

Too many promises, not enough delivery!

I was quite interested in the comment on the Chrome credits yesterday. If the new contract is delivering significantly better margin than previous then earnings from Chrome should double from where they are now and move the credit north of $500 per PGM ounce?

Doesn’t the SP reaction just show the lack of future facing valuation due to the external environment. With China possibly going into meltdown in property metal prices could get a lot worse before they get better?

It’ll be interesting at the 11am to see how the world looks from planet Leon. Difficult to be positive after a complete SP meltdown this year!

Personally I would like to see a good update on the Roan expansion!

I thought Sable never completed their Zinc circuit?

Trouble is we need production not forecasts in the current environment!