Bluejay Mining Share Discussion Threads

[thebigchap] 16/8/2018 08:39

should we not expect an announcement soon on this new director buying in?

[itscominghome] 16/8/2018 08:23

Fantastic work from Alogn research on this - well done guys

[itscominghome] 16/8/2018 08:18

And down we go again

[shavian] 16/8/2018 08:16

Bergs, the tides are changing for commodities in general on the back of instability in emerging markets and currencies leading to fears of lower global growth. Shares like JAY are in the eye of such storms, especially as many see us as overvalued. I have trimmed down across my portfolio to generate a small war chest to come back in when sanity returns to Trump’s erratic foreign policies.

[moreminer] 16/8/2018 07:55

Circles or squares?

Off-takes are around the corner, but where are we I wonder?
MM

[aravali] 16/8/2018 06:58

Read Michael Walters latest comments on JAY...titled "all well in Bluejay"
Definitely worth a read...the title says it all!
Walters agrees that Ian Henderson is (as several of you commented) a big coup!

Coupled with Rod's comments (on tuesday) on finalising offtake discussions, I think we are very close to some monster newsflow.

[adamstip] 15/8/2018 17:48

Begsy it's a combination of factors I subscribe to squires point of view as a lot of traders entered the fray over the last 2 weeks or so and some are feeling the heat. Globally all metal miners are taking a pounding due to Trump. I've said it previously trump and his rhetoric (with mid term elections coming up in the states) about his trade war obviously doesn't help and it is getting really silly with the other countries retaliating and Trump doubling down. Fundamentaly Bluejay is doing exactly what it says on the tin demonstrated this morning with the appointment.

[squiresquire] 15/8/2018 17:19

bergsy

Look at the charts and you will see it dropped to this price on the 7th of this month. That day and the two after many piled in to make a fast trade, today they have been trying to get out, but Mr MM has done his usual and dropped the price especially for them. Thats how i see it.

[bergsy] 15/8/2018 16:46

Any thoughts on why such a big fall today, given that the new appointment looks a good one??????

[fillipe] 15/8/2018 16:10

Took some large just now, on their drop.

f

[sheep_herder] 15/8/2018 16:07

I've got a bulk sample I wouldn't mind giving someone for this price action! :-)

[minder5] 15/8/2018 11:46

I expect finalising offtake agreements is dependant on receipt and processing of bulk samples. Another update from the company on the progress of processing and shipping these samples would be most welcome.

[albanylad1] 15/8/2018 10:31

Things seem to be falling into place nicely shame no movement on share price but have taken the opportunity to add some more bringing my average price down again, but I'm in for the long haul.
GLA

[aravali] 15/8/2018 10:14

I particularly liked Rod's comment ' as we finalise off-take discussions'
I thought that was pretty punchy! hopefully not long now!

[rampair] 15/8/2018 09:43

Have now added a few, as I think, it’s moving in the right direction & with the recent
drop off, in my own opinion, I believe that an experienced resource investor wouldn’t
have joined Jay without having done his own research at a level above that which I can access.
Not advice obviously!

R.

[rampair] 15/8/2018 09:18

As Shutitrev points out, Considering Mr Henderson’s credentials, I think it’s fair to say that he would only join a company going places, and with first class management.
On that basis, we are, despite the wait for any offtake announcements, in a very good
position for those here that hope to be holding shares in a company that’s being built
for the long term.
An excellent move on the part of Mr McIllree, and one that shows that he has the backing of not only our existing Tier 1 shareholders, but also highly regarded City figures.
A very smart move.

R.

[shutittrev] 15/8/2018 08:48

Indeed, impressive credentials. Let's hope his experience is put to good use.....and quickly.

[thebigchap] 15/8/2018 08:32

its all starting to shape up nicely..offtakes next?

[forcemode] 15/8/2018 07:53

Also agree - looks like a good heavyweight with excellent connections....

[snowyflake] 15/8/2018 07:31

Agreed Shavian - a classy appointment.

[shavian] 15/8/2018 07:07

RNS out. Cracking appointment of Ian Henderson as NED. I invested with Ian in his top performing JPM Natural Resources Fund for many years in the Noughties, and listened to him at several JPM Investment Summit days. Lovely guy who has forgotten more about commodity investment that most now in the business will ever know. A really great catch for JAY.

[rampair] 13/8/2018 12:20

If you re type the Https it makes the link “live” :+)

[redtrend] 13/8/2018 10:31

I note on share price Angel's broker note they state: "significant savings in capital and future operating costs."

Appreciate Feasibility study not yet completed, but are there any presentations or reports I can look at that cover current estimated Capex and Operating Costs?

Or if not does anyone have any "guestimates"?

hxxps://www.titanium.gl/documents/research-reports/STRONG-BUY-Target-Price-45p.pdf

[perfect choice] 10/8/2018 17:07

Expecting more than one offtake,the first will be the catalyst of course.

[monts12] 10/8/2018 16:06

graham10k
They were higher, on expectation. Then expectations were not met and the share price retraced. My feeling is a deal (or deals) are likely in the short/medium term but the expectation for this to happen is a lot less than it was at 25p+
It's just a question of what you expect.
Upside from here will be significantly more IF/WHEN such news comes.