Member Info for Tex2374

Thanks for sharing BF.

Great publicity for next gen Vanadium usage. JAN will be in a prime position once the market is educated on the importance of vanadium for a green future.

Next year will be the year of Vanadium :-)

Happy days DS....... it’s going to be a bumpy ride, I just hope we establish some support around this area, then I will be a happy man till next news comes!

Panda1 - yes, the fact we are only back to a rough IPO price range with a Mcap of only £12m really puts things in perspective! So much progress made from then till now.

Some 7am drill results tomorrow would make for another interesting day, DS!

JAN is a great medium/longterm investment. Like many on this nice and informative BB I am very pleased to have been able to build a decent position while it remains at a £10m MCAP and with such a small free float.

We really are at the start of the journey for both the Pitombeiras vanadium and TiO2 project and also Pedro Branca project through the 18% ValOre holding.

Looking forward to 2021!

Tex

Wow, well thing certainly moved fast in the afternoon. Looks like JAN could have a good week.

4 weeks into the new drill program at Pitombeiras we should be due some initial results soon.

You never know, maybe they will also find the mapping and rock chip sample results from Mocidade, which have clearly fallen down the back of the desk.

Tex

Yes, I thought we were on the way to 6p.... still, with the imminent news flow due I hope we will have a continued upward trend over the coming months.. clearly the PEA will be the gamechanger for the share price and the point at which the market finally wakes up and catches up..

Tex

Great post JHFH.....

“ The fact of the matter is that they swallowed too big an acquisition and unable to digest over 5 years, leaving them with a mountain of debt to pay and still the business is not successfully integrated.”

That’s what it boils down to, unfortunately.

“So this is being shorted at the moment but they are about to get stung?”

I was reading the same comment on the board when the share price was £10. The shorts have made so much money that there is no way they will be stung any further sp slide is now upside for them.

Eventually the worm will turn and head north. Unfortunately, IMO I think this will bottom out at £2 or just under. Material Upside at these prices.

As for buyout, there is no way there will be offers more than £5 or £6 taking into account the debt mountain and accelerated revenue decline.

If the company really wants to make a material relate on the share price just dispose of one of the Many diverse software assets they have and use the money for paying off debt or share buy back.

The sum of the parts are definitely worth more than the company company!

Tex

Oh, my mistake Obelix, I thought that was your 6k! :-)
Happy days

Nice buys Obelix :-)

This is indeed great news. Previously we were looking at 3 months for the process. Reducing time lines and simplification means we could apply today and have it approved early Jan.... wow!

My hunch is the process is already started or just being initiated . I assume they would announce the PEA then the granting of the license? This seems logical but I could well be wrong or it could be a hell of a January!

Tex.

Feel sorry for anyone who jumped ship looking for a 30p buy in!

Anyone understand what is going on?

Great to see news out of. ValOre, it will take some time to consume all the detail they provide but the short summary from JP sums it up nicely.

Also nice to see JAN quickly posting the RNS as well!

Tex

I was looking yesterday to see if the Fodere website had any new info. It would be good to get an update on how their first project is going. I assume they will potentially play a role in the Pitombeiras plan?

NVS updates on either JAN or ARCM, or Fodere are all fine with me :-)

Tex

The craziness continued today. I am not sure there was a single sell yet they take us down.

Oh well, news will come soon.

Tex

I have posted on Twitter a few times today around TiO2 where a huge opportunity exists for JAN. Below are the tweets, hopefully people get the gist. I think the Jangada TiO2 is 3x the grade of Largo's so the medium term opportunity is massive.

DCAT has been posting around this all year, I have finally caught up :-)
Tex

++++++++++++++++++++++++++++
Not many seeing the pigment grade #TiO2 opportunity that is a #gamechanger for @jangadamines #JAN. PEA looking at full Chemical plant at Pitombeiras as stage 2 development.

Largo Resources state they see #TiO2 pigment grade doubling their future revenue!

If Largo Resources see titanium-oxide doubling their revenue, what does the world class grade #TiO2 at the Pitombeiras project mean for @jangadamines #TiO2 market is $17bn, forecast to grow to $27bn by 2025

Multiple #JAN connections now exist with Largo:
- Same fiscal year now as Largo ( #JAN RNS September)
- Use of NI43-100 Canadian standard resource estimate rather than JORC
- Same consulting company as Largo used to compile Pitombeiras PEA.
- Clear #TiO2 focus.

Jangada and Largo hook up in 2021?

I have posted on Twitter a few times today around TiO2 where a huge opportunity exists for JAN. Below are the tweets, hopefully people get the gist. I think the Jangada TiO2 is 3x the grade of Largo's so the medium term opportunity is massive.

DCAT has been posting around this all year, I have finally caught up :-)
Tex

++++++++++++++++++++++++++++
Not many seeing the pigment grade #TiO2 opportunity that is a #gamechanger for @jangadamines #JAN. PEA looking at full Chemical plant at Pitombeiras as stage 2 development.

Largo Resources state they see #TiO2 pigment grade doubling their future revenue!

If Largo Resources see titanium-oxide doubling their revenue, what does the world class grade #TiO2 at the Pitombeiras project mean for @jangadamines #TiO2 market is $17bn, forecast to grow to $27bn by 2025

Multiple #JAN connections now exist with Largo:
- Same fiscal year now as Largo ( #JAN RNS September)
- Use of NI43-100 Canadian standard resource estimate rather than JORC
- Same consulting company as Largo used to compile Pitombeiras PEA.
- Clear #TiO2 focus.

Jangada and Largo hook up in 2021?

Sticky hands continue to scupper the MM plans to equal their books.. What we need now is a piece of news from one of the many potential sources.

Tex