Member Info for Sumoskier

Cheers, so 2-3p uplift should be nailed on through March!

Just wondered whether anyone could confirm the short term Copper target when Project Roan kicks off in February? I have in mind this is 400 tons a month? If my thinking is correct then this should be worth another 2-3p a share in terms of SP?

Just give it time. Ultimately all the news will come good!

License next week then?

Hopefully normal service will be resumed tomorrow? Also as Jupiter are now on board it’ll be interesting how this raises the profile amongst others?

I think this is the completely new investor they had referenced in the call? Why highlight itbb be otherwise?

Got to say it...a good name!

I think through all the narrative is that our margin is in the 30%’s and I used 15% to show the NPV is big and could be a lot bigger!

Based on 20 years and a 15% discount rate it about a $1bn or £700m.

ARTISAN...sounds like a chocolate maker!

Find it odd really, bring on a new blue chip investor and it stops what was a really good run! Could have seen us at easily at 14-15p without it?

Isn’t the key to JLP that it is on a growth path in widening both its metals and geographic reach with what looks like 30%+ margins? Earnings are likely to double and more thus year and probably next as well? Vastly undervalued. SP in my opinion?

Maybe if we can process Zinc and some Copper at Sable and then process the remaining Copper at idle smelters, as per Leon’s recent comments, maybe 50p will come sooner than we think! So many options!

Think 50p will come later than this year? You will need the second half results to come out in Jan 2022 for proof the Copper strategy is paying off unless they go back to quarterlies?

Maybe it’s JP Morgan!

At the end of the day the underlying question was whether this is a £1bn company...gets my vote! The new investor will just reinforce this!

It would just seem odd to be raving about a new supportive blue chip investor who couldn’t make a TR1? Some private investors seem to have as many shares to sit below the 3% level if you believe all the posts and no one is raving about them!

No, I don’t. Just assuming the recent placing shenanigans was finished and the answer would arrive!

All will become clear next week when the TR1 arrives!

Personally I’m interested in who the new investor is and what they bring to the table. Hopefully an early TR1 next week will help. Not sure why these take so long to issue?