Member Info for swizz

Interesting to note that there has been a significant move in the market during the course of the day, with the shares now being bid for very strongly, albeit nothing is visible with the headline share price,....just yet,.....GL S

Bf, DC is probably trying to find a calculator with enough digits, as if my fag packet calculations are anything to go by, the EBITDA potential of PW is staggering, even based upon the 300kt and a conservative approach with the grades, I dare not put the calcs together for 600kt!, no wonder BM is aiming for PDAC in early March,....GL S

Having another strong session and in fact, Rhodium is just going bonkers and is currently +13%, unbelievable,....GL S

There is a suggestion in Canada that RB is selling down his non core positions, to fund other activities and at the beginning of 2019 he held circa 3.4m ValOre and he is listed on Sedi as a 3% holder, as he is not an insider and with his visible activity in Equinox etc. there is some logic to the thought, if it is RB it should be interesting to note the share price reaction when it is cleared,........GL S

DS, there were just over 99k traded and you need to include the alternative exchange trades, the link below gives better visibility of the ATS’s,......GL S

https://www.stockwatch.com/Quote/Detail?C:VO&atsexpand=Y

First SEDI filing of the year for JP and another 40k locked away,....GL S

https://ceo.ca/api/sedi?insider=&symbol=VO&date=&transaction=&amount=&undefined%5Bcompany_symbol%5D=VO

Ob, there probably is not a silver bullet answer, but I would like to see an IR appointment at Jangada,

DB and the TMS team do some great work, but they are also representing many others, so understandably the Jangada comm’s is very thin at times, Jangada have a great platform to build from and a fantastic narrative to share, plus there is a fundamental disconnect with the value and the excellent operational progress, so any new investors are starting at a great level, however this needs to be matched by a wider plan of communication and engagement,

St Brides Partners have just undergone a recent shake up in the boardroom and it will be interesting to see how they approach the company comm’s with their new team and BHC have also been fairly subdued with their engagement, interestingly ValOre have just made a recent appointment in this areas and Dustin who heads up the IR for them, is doing some great work in the background and we should see a lot more of this in the weeks ahead, hopefully Jangada will follow a similar path, in short, more people need to know the story, the roadmap and the plan!,.....GL S

Thank you DB, It certainly should be and they have certainly navigated their way through some challenging waters and with the green credentials of Vanadium and this being the suggested decade of battery technology and with PGM gathering more market traction by the day, but I am sure I have similar thoughts to others and in my opinion the level of engagement needs to be stepped up and more importantly the comm's of investor engagement widened, as there is a very compelling narrative to share, in regards to Jangada and Valore's operational and asset expansion plans and hopefully we will see this develop in the weeks ahead, as it is a great platform to build from,.....GL S

From small acorns, but good to note Jangada receiving a notable mention in the TMS mining review,.....GL S

https://total-market-solutions.com/2020/01/06/mining-review/

DC, much appreciated,...GL S

indeed DC, but it should be noted that it is considerably higher than the $849 that was utilised in the PB economic models,....GL S

Btw - How is the number crunching going for PW?

It’s the AGM next week in London on the 8th, is anyone going to the meeting?,.....GL S

Cheers DC and it would certainly make significant commercial sense to extract the ore and move off site and utilise third party processing, perhaps it is time to start up some economic modelling?, based on the companies guidance of 300kt and 600kt, with the high Fe and Ti grades and the V grades certainly stand up to peer comparison, it will be interesting to see what it looks like,....GL S

Thoughts would be very welcome.

Ob, absolutely no apology needed, when there is a lot of information in circulation and a lot of detail to digest, it’s good to bounce thoughts and questions between each other, someone once told me, that the most valuable commodity is information and I think they were spot on,....GL S

Al, absolutely, there is a major move in the ETF sector and Hedge funds are piling into PGM, this in time will feed its ways through to equities with PGM exposure, the values are eye popping,...GL S

https://www.bloomberg.com/news/articles/2019-12-31/etfs-hedge-funds-pile-into-platinum-on-brighter-demand-outlook

I am beginning to wonder if there is a bit more to this today, as ValOre are now circa +17% and approaching their 52 week high, with teams being active on both sites over the festive season, perhaps a bit more detail is about to be shared?,.....GL S

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

Ob, I am mindful that is a bit tongue in cheek,...lol, but it is indeed the value of our shares in ValOre, albeit ValOre is now +14% on the day, so we are heading towards a value of £5.5m,....Cheers S.

0.36c being paid now and circa +11% , fully diluted that equates to a value of £5.25m to Jangada,......GL S

It’s also worth noting that Consulmet took circa $200k (us) in equity a couple of weeks ago at a touch over 3p per share and they are very much connected to the inside technicals of PB and PW,....GL S

Pf, I think Tex was spot on earlier, it is a tough one to call with Jangada, as circa 71% of the equity sits with the Jan board and connected insiders and I would suggest another 12% plus is very tightly held, I think anything around the £5m mkt cap is a great entry, especially as so much is planned for Q1, Jan could have a 50% plus positive day in the blink of an eye in my opinion and it would still be undervalued at present,..,....GL S