Member Info for Sumoskier

Maybe 21k ounces(35%) of 60k ounces. Also about 6-7k of Rhodium

Bluebelly, Have a look at SLP now! Think it’s caught up!

Irrational SP. Issue is they just need to prove with results rather than 5 minutes on the phone!

Personally couldn’t resist a little top up. It just looks too cheap! Hopefully I’ll be proved correct!

Maybe they’re off signing that off take agreement with GLR! I’m sure Colin will get his way?

Kalan, I thought the $16m was covered by the placing last year? That’s what the RNS’s stated?

Cape, find this a bit disingenuous, Leon has forgone wages and has options instead totalling 6m. He’s got a massive incentive to increase the SP?

ivans, only wish, probably have no effect!

Looking at SLP’s results their basket price seems to be U$1803, JLP’s seems to be under a U$1,000 based on their ops update? Either there is a massive difference in mix or I wondered whether SLP are accounting differently/have different sales contracts to bring value forward? Any thoughts from those in the know!

Call me old fashioned but isn’t this board about JLP, not EUA?

Maybe someone’s looking to get into Tesla!

Just me being a bit thick!

Didn’t understand the 11.47 reference?

???

I’m thinking of moving on no matter whether a placing turns up or not. The endless retrenching just gets boring!

As long as that’s upwards!

I’m quite comfortable here. 2020 looks like 2x£8m for PGM, £16m allowing for the basket price increase (30%+) meaning £21m+less central costs £8m means £13m+Copper (Unknown). Using P/E 9 from last year means a MC of £100m+! The market just needs to wake up!

Had a read of the BMR postings. Sounds like a load of bull by a bunch of incoherent idiots!

On the adding projects, if these are self funded it could increase the multiple used for valuation. Placings will keep the multiple low?

I just wonder if we’re now off to a new trading range! All looking good!