Member Info for Sumoskier

A nice update on Copper and PGM production wouldn’t go amiss next week. But then again this is JLP so we’ll probably not hear anything until July!

I find the lack of upward movement in the SP odd to put it mildly? After all both PGMs and Copper are rising? I do wonder whether there is a business capacity issue? After all nothing has happened on Cyprus yet and how long ago was that link announced? If the restructure allows more to be actually signed up then the view of future growth becomes more real and the SP could then demand more of a multiple? The market might also become more attune to a company going somewhere?

I think the more obvious thing is there is persistently no volume! Turnover is 0.2% of issued on average. At that level any deal could cause a movement. Why no volume…poor comms!

I just wonder how we’re doing on Copper production? I thought they were commissioning Roan before Christmas? We should be well into ramp-up by now?

Hopefully a blue finish… that’s more like it!

Unfortunately maybe not the best day for releasing very positive news, considering the backdrop! Looks like another home run by CB!

HD, trouble is I’m not convinced the market agrees otherwise the SP would be flying?

I think we just need to receive some Copper bottomed news on Roan rather than the usual radio silence. Proof that we can start producing Copper in volume should help?

There are times when patience is stretched. Thought, when the sp had cleared 17p, we were on our way…just another false alarm! Probably here for another few months then!

Surely some news on Roan and Copper production would help? Agree, just can’t keep above 17p!

Three valuations, all over 20p, hopefully the late boost today will continue next week! Still think they’re all understating the real number though!

Great news…the message is starting to get out!

Homey, Nice to see your thoughts. As they say all to play for! Maybe this is the point when quarterly numbers would be useful rather than the current six monthly?

It would be nice to think that they can self support the ongoing capex from cash flow. Could well depend on timing?

I consider these results as excellent considering this was supposed to be a period of disruption due to the Inyoni upgrade. Fantastic base for the future. Just hope the market actually takes the time to understand them!

Just wondering whether the update will arrive this week, and whether it’s worth it!

Personally I would just like to see some information, good or bad! What worries here is if going into a second country delays results by 3+ weeks what happens if we go into others, Cyprus being the prime example? Maybe we’ll never be able to report! Just think the finance function needs to be challenged more to keep to timescale!

Just need the update to provide more momentum/proper rerate!

Mikie, the market needs proof?

Hoping this week is better. ..looking at the charts over the last month, JLP has declined 5% whilst SLP has increased 7%? We should look to close some of this gap?