Jangada Mines Share Discussion Threads

[swizz] 28/1/2019 14:27

This link should work, great interview and the passion from Brian is very noticeable, no wonder he and other insiders own circa 70% of the equity, also notable that this excludes any potential value of the Vanadium asset, which potentially is a tier 1 asset on its own,...GL S

[burtond1] 28/1/2019 10:55

Jangada Mines 117% increase in JORC Resource at Pedra Branca ProjectToday @jangadamines announced a significant upgrade in the companies JORC resource...We took the opportunity to catch up with #JAN chairman Brian McMaster and explain the value of today's news and review the progress made by the company so far...https://total-market-solutions.com/2019/01/28/jangada-mines-interview/

[novicetrade68] 28/1/2019 10:37

Absolutely, to go from 1.5m to 2.17m is fantastic, the BFS due for completion too this quarter, so no delays for now and hopefully the forthcoming vanadium results are going to be equally impressive ;-)

[andy] 28/1/2019 09:23

Excellent news release today, very impressed.

[jakecat1] 28/1/2019 09:15

Market cap of £5 million. Mwah aha. Had to look twice at that. This one becomes one of my top 3 favourite stocks.

[kiwimonk] 28/1/2019 08:23

I did say a month ago, this was THE best, and cheapest resources project on the market, across all listed markets. It still is.
They are sitting on a monster multi commodity resource, with Palladium being fortunately the largest of them!
KM

[simoore89] 28/1/2019 07:11

Wow what an update

[swizz] 23/1/2019 14:18

Brandon Hill,...GL S

"SilverStream has acquired a bargain" following its acquisition of a 1% royalty on @jangadamines Pedra Branca project. Brandon Hill values the royalty to be worth between US$0.8M and US$1M pa and expects this to increase as the project advances further #JAN

[red army] 23/1/2019 11:40

Some buyers coming back in late morning.

[1hopefultrader] 23/1/2019 07:25

Really really undervalued.

[metis20] 23/1/2019 07:20

Today's RNS

Jangada Mines plc, a natural resources company developing South America's largest and most advanced platinum group metals ('PGM') and nickel project, has been informed that SilverStream SEZC ("SilverStream"), a dedicated precious metals streaming and royalty business with investments across Australasia, North and South America, has acquired the existing 1% Net Smelter Royalty ('NSR') on the Pedra Branca project from Solitario Zinc Corp. ("Solitario") (NYSE American: XPL; TSX: SLR). This was described by Silverstream as "the centrepiece" royalty in a transaction which included one other royalty and an option to purchase a third royalty for a total consideration of CAN$600,000.

Brian McMaster, Chairman of Jangada, said: "We are delighted to welcome Silverstream as a partner in the Pedra Branca project. SilverStream has recognised the value in Pedra Branca and this transaction is the latest step in the 3rd party validation of Pedra Branca as we advance through the verification stages of the BFS this quarter. The BFS team in South Africa and the project team in Brasil are working very hard at progressing the study and we are looking forward to another busy year."

[1hopefultrader] 23/1/2019 07:08

People on Twitter talking about JAN last night, that JAN is undervalued.

[novicetrade68] 23/1/2019 00:35

There is around 800k-900k oz of palladium in the ground, 60% of a 1.5m PGM resource, $1.2bn, the rest is gold and a few other metals.

Palladium going forward is going to be interesting, it seems overbought at the moment yet car industry 'players' have been pretty active in the physical palladium market.

Live Palladium Price

01/23/2019 Bid|Ask 1346.37 1350.93

Historical Palladium Price

Performance in USD

Period Change($) Change %
30 Days +111.00 +9.14%
6 Months +437.00 +49.16%
1 Year +235.00 +21.54%
5 Years +581.00 +77.99%
Since 2000 +880.00 +197.31%

[swizz] 22/1/2019 23:49

Yes, agreed, either way it is a complete mockery of the current aim market valuation and circa £375k for 1% of smelting royalty, which is pre production underlines that disconnect, ....GL S

[andy] 22/1/2019 23:15

swizz,



So by definition the "smart money" is the buyer, rather than the seller!

[swizz] 22/1/2019 23:02

The companies official Twitter feed has shared a few thoughts this evening,....GL S

“This is an interesting article and really highlights the value disconnect of our project...”

“...If the smart money is paying for a seat at the table then what does that tell us?”

[red army] 22/1/2019 19:59

I just think that the share price is moving up in anticipation of the up and coming news that will be due.

[novicetrade68] 22/1/2019 19:52

JAN probably doesn't have to RNS that today a previous partner sold their 1% NSR in the project for $600k. I agree with swizz that it really highlights the value disconnect.

In similar fashion when Palladium was < $1000 last year, JANs MCAP was around 8m.

Palladium is now $1350+ and MCAP 5m+

[red army] 22/1/2019 19:28

Yes but there is no RNS for this news announced by the company.

[swizz] 22/1/2019 19:01

Fantastic news today and it just underlines the ridiculous value disconnect that we have seen with Jangada, the question is, if SilverStream are happy to pay circa £500k for 1% of smelting royalties, where will they go next?....GL S

“The centerpiece royalty is the 1% NSR royalty on the Pedra Branca project owned by Jangada Mines, a London-based company that is actively advancing the project. The property has a JORC compliant resource. The Montana royalties cover high-potential geologic terrain for copper-gold mineralization and the Mexico royalties include prospective areas for precious and base metal mineralization in historic mining districts of Mexico.”

[red army] 22/1/2019 17:46

Something going on????

[novicetrade68] 22/1/2019 17:11

A 1% royalty sold for $600k, a 100% royalty would then be worth $60m in todays' market by that logic.

hxxps://www.businesswire.com/news/home/20190122005559/en/Solitario-Receives-CDN-600000-Royalties-Update-Florida

[soultrading] 22/1/2019 12:49

1 share bought.

[swizz] 20/1/2019 12:28

W4, it is absolutely bonkers imho, It is also worth noting that the Vanadium Pentoxide (Jangada are potentially sitting on top of a global scale opportunity) has increased in value by circa 500% in two years and it is still rising, none of this is currently reflected in the PB economic models, we will also start to see the news flow around the Vanadium potential being qualified in the next few weeks, exciting times for Jangada shareholders,....GL S

[wooster4] 20/1/2019 11:54

Thanks Swizz - it does seem a bit of a no brainer this at a market cap less than £5 million.