Member Info for swizz

A decent start to today’s session and back above the point were Jangada’s market cap is covered by our holding in ValOre,....GL S

https://web.tmxmoney.com/quote.php?qm_symbol=VO

Nice one Tex...lol,..perhaps one for the next Q&A?,.....GL S

Interesting to note that a number of the more dubious looking Jnr resource stocks on Aim, are starting to see some interest and rapid movement, perhaps it is only a matter of time, before the more robust and developed companies, start to see some attention?, ...I live in hope!...lol,......GL S

Tex, agreed, there does appear to be a very confident tone developing in the company comm’s, we also have to be mindful, that they are utilising XRF equipment on site, so they will have some indicative results already, albeit with a + or - factor that has to be considered, pre the assays from the lab being released, in your list below, I personally would like to see a combination of 1 and 3, (without the raise) the high grade mineralisation is near surface, so a very low capex plan could be put together, as there is very little over burden to clear and then process the ore via a third party, plus continue to explore and expand the asset, to get the warrants in the money and fund the works that way, to some degree it is following the ValOre blueprint, explore, discover, expand and exploit!,.....GL S

The Jangada team continue to set the scene,......GL S

Our recent investment highlights include...

??Structural & geophysics data demonstrate potential to extend the known mineralisation

??Metallurgical Tests demonstrate high grade vanadium recoveries

??Extensive ongoing exploration programme and PEA delivery in Q1 CY2020

https://twitter.com/jangadamines/status/1229669216715972608?s=21

Al, I think so and as a few of the guys have mentioned recently, due to the tightness of liquidity with Jangada, it doesn't take a lot to move it either way,.....GL S

Bf, In regards to ValOre's suggested sluggish progress, you do have to recall that prior to the Pedra Branca transaction, ValOre was trading around $0.12c to $0.15c, plus there has been some commentary, (which I believe has some substance), in relation to the 4m equity swap/sale that JP facilitated from the $0.1c rights offering, the proceeds of which, were subsequently put straight back into VaLore at 0.25c as part of the PP, albeit it left circa 4m shares, that were not subject to a lock in and if those are added to the holding of Ross B, another suggested seller of circa 3.7m shares, that is quite a lump of ValOre that has been working its way through the market since May 2019, as of mid January apparently circa 4.7m shares had been sold into the market via anonymous sellers and with the up lift in activity in late January and early February, I would hope the seller/s are almost clear and perhaps if ValOre news flow is scheduled for the run into PDAC?, we may finally see the $0.4c level cleared for good?, I suppose one consolation is, even at this level for ValOre, Jangada's holding is in the money,.......GL S

PGM sector review from Johnson Matthey,........GL S

https://twitter.com/swiizz/status/1229401720704380933?s=20

Al, potentially so, Tex exchanged some comm’s with the PR team in regards to stepping up the comm’s and it was also one of the questions featured in the Q&A RNS, so perhaps this is a sign that Jangada will be increasing project and company awareness, prior to the release of drill results?,.....GL S

https://twitter.com/jangadamines/status/1229299882529349632?s=21

Well as we drop back below £5m market cap and the value of our holding in ValOre, it is good to note the Vanadium and TiO2 markets remain very positive, which will hopefully have more substance and meaning, when the drill results start coming through in the weeks ahead,....GL S

https://twitter.com/vanadiumworld/status/1229226982354735104?s=21

China spot high #V205 98% has moved up around 6% to USD 7.26 for both flake & powder
EURO V205 up substantially to range between USD 6.50 to USD 7.75. Up around 16%
China & EUR prices converging again
FeV up around 2% & VN16 3%
No real direction from output and stocks yet

Tex, nice one and good to hear,....GL S

DS, agreed, a couple that stand out for me at this stage, until I read and digest properly later today, plus it does read as if the engagement is going step up significantly,...GL S

Question: Following confirmation of the works schedule start, is it possible to share more details on the anticipated timelines of drill results utilising the XRF equipment?

Answer: As part of the process of preparing the drill core for sending to the independent laboratory for assaying, our team are sampling the core with a handheld XRF machine. The results of this analysis are used to guide decisions regarding the drilling programme. Jangada does not intend (or is required) to release the XRF results because they are generally not as accurate as the laboratory results. We are regularly sending core to the laboratory and we will release results as they come back from the laboratory.

Question: Would it be feasible to consider starting a low capex ore extraction process this year and for the ore to be processed off site with the support of a third party?

Answer: In theory this is feasible. We are committed to maximising value from the project and will accordingly consider all potential development options in order to best achieve this.

The comm’s are certainly gathering significant momentum, excellent to note and hopefully a lot more to follow,...GL S

https://twitter.com/swiizz/status/1228266438391189504?s=21

Bf, it doesn’t always have to necessarily mean a placing, but access to capital outside of the London networks may be a point to consider in the future and an example of that, is the Discovery team very recently facilitated a us$30m line of credit with Natixis, for one of the companies within the group, it could also potentially extend the technical and operational reach for Jangada, along with providing another outlet to raise project awareness to another group of HNW, I may be wide of the mark with this, but I don’t think the first thing on the agenda of anyone that has joined the Discovery Group, is “lets do a placing”.....GL S

JP in conversation with Surita from Kitco Gibson, at the recent Capital conference in Whistler and interesting to note the emphasis on what Luis and Brian have added to the ValOre team and also interesting to note the increasing coverage of Jangada by the ValOre team, I wonder if we are about to witness the next stage of expansion for the Discovery Group?,....GL S

https://youtu.be/6mCiyH-_F9I

Probably a good time to secure the additional tenement areas, especially considering drilling is on-going and the first assays are hopefully not too far away, .....GL S

Tex, It should also be noted that Jangada, via VTF, did have the license expanded to include the PGM group metals, this was verified and granted by ANDM, with confirmation on the ANDM portal in January, perhaps it is time to start taking Jangada's aspirations very seriously?,.....I certainly think it is,.....GL S

D220, it is excellent to note and what should not be overlooked is the significant capability of the technical team and the legal and compliance team at the forefront of the works in PW and the surrounding area, anyone familiar with LInked-in should take some time out and understand the activity and network of FFA and also Paulo Brito, who is heading up the geological and technical works, don’t be overly surprised if details emerge in the near future regarding other elements, having spent some time researching historical and more recent geological reports, this could be the start of a very exciting pathway,....GL S

C, Yes, I did read that, I just wondered if it was an opportune moment for Lansdowne to stretch beyond the 20%, whilst the asset is valued so low?,.....GL S

C, agreed, no fanfare and just saying it as it is, plus, good to note the gas potential featured and also the carbon capture, perhaps it is now a good opportunity for Lansdowne to have bigger part of the future Barryroe?,....GL S

Bf, agreed, during the last 24 hours or so, we have seen a decent bias towards the buy side and a more orderly book, perhaps it is finally Jangada’s time to shine?,...GL S