Jangada Mines Share Discussion Threads

[swizz] 10/5/2019 14:38

S, good point, the BFS should be exceptional and with the teams history and network as evidenced with how Avanco was developed, you have a degree of confidence that they will deliver!...GL S

[sclper] 10/5/2019 12:50

Somehow I knew The Deacon would become a JAN shareholder despite his negative posts in the past ;-)) Perhaps he'll write an article for Core Finance. I think it's going to get very interesting here as we move towards completion of the BFS. There can't be too many shares on AIM with this much potential?

Let's help him with some interesting points about JAN that the market seems to be ignoring. I'll start with the potential of $100 per/Oz PGM production costs at Pedra Branca according to a Brandon Hill research note. Not too shabby, especially given the current price of palladium.

[someuwin] 10/5/2019 08:23

All looks very interesting here.

[swizz] 09/5/2019 10:10

Very good to note that the Mining Master Plan has now been fully ratified for the Fortaleza region and Ceará state, as announced on ANM Brazil in recent days, this should bode well for Jangada and others that are operating and developing mining assets in Pedra Branca, it will also hopefully feed through to accelerated licensing, albeit in typical AiM style it will go unnoticed,...GL S

[the deacon] 09/5/2019 09:39

Insanely undervalued though, with the BFS approaching. PGM's doing well, a huge supply/demand deficit for class 1 nickel, and a strong vanadium outlook. There's a lot to like here for £5m mcap. I'd like to see BM push the nickel angle more. Class 1 nickel deposits are key to the EV revolution, and JAN sit nicely on one .

[knicol46] 09/5/2019 09:35

2.2p about to pop, low volume remain

[swizz] 01/5/2019 10:58

Cheers Andy,...GL S

[andy] 30/4/2019 20:56

swizz,


Many thanks, the broker notes link has been added to the header

[swizz] 30/4/2019 16:02

Nice one Andy, I did not realise that you were thread moderator,

The BCH link for the various broker notes may also be of interest,...GL S

[andy] 30/4/2019 15:45

Swizz,

I have added that link to the header, thanks for posting it.

[swizz] 30/4/2019 14:05

It is worth checking the notifications from time to time,...GL S

Pedra Branca do Brasil Mineração Ltda

[knicol46] 30/4/2019 10:41

Buys coming in share price +6%, low volume remain @ offer

[the manini] 20/4/2019 12:58

Thx for that Swizz

[swizz] 20/4/2019 07:45

It is a point of note, as part of my research, is the significant number of licence areas that Jangada have. Which currently are completely untouched in regards to modern research modelling and similar to the Vanadium potential being explored at Ptombeiras West, it wouldn’t be a huge surprise to find another exciting prospect sits within Jangada’s territory, is it is basically a geological dream zone,....GL S.

“As a result of its complex political and social history, allied to geographical challenges, Brazil is largely un-explored by global standards. Less than 20% of its area is geologically mapped in real detail (better than 1:250k scale) and as such many discoveries of large footprint bulk commodities, like the metals Hill mentions, have been recently found very close to infrastructure - Horizonte Minerals’ Araguaia Nickel Laterite Project is a good example of this. “This also highlights the potential to find major new deposits of the commodities that generally have smaller footprints such as gold, platinum and palladium” adds Hill. Advances in remote sensing and airborne geophysics will allow serious explorers to fast track target generation and start placing geologists in the field. Hence the timeline to discovery may well improve on the back of a more agile ANM.“

[swizz] 20/4/2019 07:44

“Hill also highlights significant outsourcing of professional level skills as a means of reducing costs amid a returning sense of optimism in Brazil driven by a potential copper boom in the north and, since the election, renewed interest from foreign companies looking for exploration and investment opportunities. The revolution in skillsets needed by the sector will be driven by the majors betting on demand from the electric vehicle (EV) industry for battery metals to drive its fortunes. “The current flavour of the month is copper,” says Hill. “But I see nickel, cobalt, graphite, lithium, vanadium, manganese, tin and REE´s as all being coveted by the technology sector in general.”

[swizz] 20/4/2019 07:43

An interesting insight into all things mining in Brazil and the current wave of optimism that is sweeping through the sector, by Jon Hill the CEO from Jaguar, who are also Pedra Branca focussed, in close proximity to Jangada,....GL S

“All of which leaves Hill positive about the sector’s future in Brazil. “I believe momentum is increasing in exploration on the back of a new government voted in for change and the rising gold price. The industry has had many false starts but is now better positioned, so if the National Mining Agency can demonstrate it is serious about attracting investment, as seen at the last edition of PDAC, then I am quietly confident. The sector needs to be balanced - more junior´s and mid-tiers are required to actively funnel sustainable quality projects through the value chain.If the increasing quantity of expressions of interest in exploration and mining in Brazil being received at my company Exploration Outcomes are any indication of where the sector is heading in 2019, then I am very optimistic looking forward.”

[pilot48] 08/4/2019 16:09

It's fair enough to question. I've been here a while and there has been a fair bit of moving goalposts, not to mention the funding debacle. Hopefully now they've got their act together and the BFS is delivered on time.

[andy] 08/4/2019 15:15

Pilot, swizz,

Fair comments, having been in the market a long time I'm always cynical about thee things, perhaps too much so.


Anyway, as you rightly say, the important thing is things look to be on track.

[pilot48] 08/4/2019 14:57

Andy, in Brian's last JAN related interview, he said they would release news about the BFS components. If you look at the company presentation, they flagged hydrology as being completed end of February, so with time to analyse etc, they've released an update on this. Therefore, I don't think it was an impulsive decision but one they planned to do to have some form of regular newsflow.

[swizz] 08/4/2019 14:23

Brandon Hill update,....GL S


“Jangada Mines plc (“Jangada̶1;) has announced that it has completed the hydrology study, and successfully demonstrated that there are readily accessible sources of water proximate to the Project at minimal potential risk to operations.”

Comment

“This is good news for Jangada. The study focused on the water sources for the operation and evaluated potential ground and surface sources. The Project is located within the Banabuiu drainage basin, hosting 18 registered dams. Two major dams are located within a 32km radius of the Project centre and have been identified as potential water sources for the operation and a third large capacity dam is located further afield from the Project. Additionally, groundwater is sufficient to meet ancillary and administrative needs for the Project. Furthermore, groundwater flows within the confines of the production pits are anticipated to be very low and pose very low risk to the safety and operational integrity of the Project. The final water requirement for the Project will be based on the finalisation of the plant design, which will inform the Company’s water acquisition strategy.”

“The two remaining parts of the Bankable Feasibility Study (BFS) are the metallurgical test work verification and the legal, environmental and social factors, with the report expected to be completed towards the end of the current quarter of 2019.”

“These last two parts of the BFS are particularly important. BHC is expecting the metallurgical test work to show significant upside to the project and the legal, environmental and social factors are extremely important. Without a positive social charter, projects are very difficult to progress.“

[soultrading] 08/4/2019 13:27

Buyers in..

[swizz] 08/4/2019 12:16

Andy, your points in regards to HMI do carry substance, however due to the importance of hydrology it was always flagged as a key component of the wider mine plan and the timing Imho, is probably more coincidental, than contrived, what I did find of interest was the opening pre amble and the fact that Ptombeiras West, is now headlined alongside Pedra Branca PGM and Nickel, albeit we are still to see any value recognition for the Vanadium asset, but that is not unusual for Jangada, I do think the time line of what is to follow, may catch a number of people by surprise,....GL S.

[2prsimo] 08/4/2019 11:39

In terms of the process, i.e getting everything lined up in order and executed on time - management seem to be doing a very good job here - I'd much rather be invested in JAN to HMI given the choice.

[andy] 08/4/2019 11:27

swizz,


Agreed, but it looks to have been put out to arrest the slide in the share price, a bit unusual to put that sort of news out immediately prior to the BFS, IMO.


HMI are also trying to do a PR blitz following their recent poor news release, and I fear the loss of trust there may have lead to doubts here too, hence this RNS.

[swizz] 08/4/2019 07:44

Great to note the BFS is indeed on track, but more importantly the hydrology has not raised any show stoppers, whilst in the regular scheme of things, this particular part of the technical efficacy of the mine plan would probably go unnoticed, in recent months and in light of environmental considerations, it has taken on a new level of importance and it would not be a huge surprise to see this news expedite other important applications in the background,....GL S