Member Info for Sumoskier

Lol

Which brand!

No news, drifting again. Hopefully next week will be better!

I thought part of the intent on the upgrade of Inyoni was more stable throughput and more ownership of the resultant PGMs. No profit share?

My personal hope is that, for once, the operational update clearly states the improvements made and capacity being delivered to ensure that the progress is clearly understood. Just hope that it’s not too backward looking otherwise it’ll take months to recover!

I would have thought the Glenover money coming in soon would be useful to cover any short term outgoing?

As you’re so sure why not. After all if you take it down from the PGM basket price alm can agree/disagree?

Bushy, can you provide the maths behind your market cap expectation? Maybe a proper conversation can then ensue?

In the short term unknown effects of lower PGM prices and Inyoni disruption whilst being upgraded.

Jolly1, I find it very considerate of BT to point out the error of our ways. It’s made me think about my investment in JLP so much that I haven’t done anything and still have no intention to! Still fully loaded for the long term!

Let’s see, once production is announced, maybe the SP won’t move!

Maybe the point is a little in each. I thought SLP’s production is higher but limited therefore whats the next step? JLP are making their next steps, and more! The odd thing is that neither is at a premium so both are opportunities!

It’ll be good if the last 6m is solid although I’m not entirely convinced because of the upgrade disruption combined with the December shutdown? As long as it lays a foundation for the next 6m all will be good. The key point is communication around what is expected in the next 6m for Inyoni. Monthly production figures on an increasing basis might help!

Mikie, The current PGM/Chrome production supports where we are currently? Isn’t the key to any SP leg-up a real announcement on Copper production at Sable?

Interesting conversation over the last day or so with very different takeaways from the presentation…overall I’m happy to leave a couple of quid in JLP for the next year to see how things pan out!

Edzi, if you’re that annoyed why just invest somewhere else?

I’m still interested in whether the new business will actually mean linking up with a big miner to process their dumps. Just feel there’s something in the background!

Personally I prefer six monthly reporting until Copper is producing steady increasing earnings!

And GLR! Shows his large his portfolio is?

Obviously CB realises that JLP is too big and time consuming now. This is a big moment, more focus by a new Chairman on JLP and CB can give more focus on his remaining portfolio. Still think 2022 is going to be very bright!