Jubilee Metals Share Discussion Threads

[bullster] 16/4/2021 10:18

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Confirms Jubilees potential.


Proactive webinar, yesterday.



Skip to, CENTRAL ASIAN METALS.
Producing copper from tailings, 14kt/year similar to ROAN.
Also produce zinc and lead.

ANGLO PACIFIC, a few bits and pieces on cobalt and nickel.

SOLGOLD, some info on copper.

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[gsg] 16/4/2021 09:48

If they think Tharisa is a cash machine what would they reckon on Jubilee?

"High PGM prices make Tharisa PLC a cash machine, says Peel Hunt
Tharisa has been building a track record of successful PGM and chrome production from its South African operations."

[gsg] 16/4/2021 09:42

LPPM PGMs Update 2021
For this webinar, LBMA handed over to LPPM for a conversation on PGMs and recycling operations.

David Jollie (Head of Sales and Market Insight, Anglo American) and Justin Froneman (Regional Chief Financial Officer, Sibanye-Stillwater) shared their insights on the industry. David asked Justin pertinent questions on how to balance recycling production with primary production, how price fluctuations can impact miners, and how the industry will progress over the coming years.

Justin discussed how the purchase of Stillwater by Sibanye – to become known as Sibanye-Stillwater – was initially driven by growing geographical diversification and providing access to an asset. The recycling was a nice add-on, said Justin, but at the time it wasn’t a strategic driver of the purchase.

“Now secondary supply has been outpacing primary production,” continued Justin. “We expect this to continue but are seeing some downstream and processing issues. We are finding there are some external factors that are becoming bottlenecks, mainly how to deal with one of the substrates - silicon carbide. This is an industry-wide problem. The recycling network is very much a ‘cash on delivery’ business, so you do need deep pockets and lots of working capital.”

Talk soon turned to the markets, including how fluctuating rhodium prices impact production, capacity constraints, and managing customers’ perceptions of recycled material. “Our customers appreciate that the metal is green. By following responsible sourcing guidelines and committing to KYC rules we are passing that confidence to our customers who can consider this a premium product. That narrative has definitely changed.”

[frogkid] 16/4/2021 08:56

I am more concerned about the potential escalation of the Far East and Crimea issues, combined with the general market at an all time high and the weird price action I have reduced slightly this week.

[dafrog] 16/4/2021 08:53

Adejuk. I bought shares with retirement proceeds and value up more than 7 fold in 12 years. Pension and other investments pay for most needs.

[freedom97] 16/4/2021 08:48

You should have a very good retirement with all the money you've made here. All the Best!

[adejuk] 16/4/2021 08:42

no. retiring this summer and getting all into cash so am a little impatient.

[pshevlin] 16/4/2021 08:37

Similar thing happened end of December to mid February Ade. Why worry.Earnings and Copper will move this but probably only after the IIs have taken their share.

[bullster] 16/4/2021 08:35

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Take a laxative.

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[freedom97] 16/4/2021 08:33

No patients this morning adejuk?

[freedom97] 16/4/2021 08:32

Really! LOL!

[adejuk] 16/4/2021 08:31

i admit to being unsettled by this
2 months without movement

[robers98] 15/4/2021 22:57

Copper at 9284,

Daimler ceo on bloomberg with their new ev, quoting the billions that they've signed off for r&d in this area.

[bullster] 15/4/2021 17:51

RHODIUM a late riser.



PLATINUM
49%
@
$1,191.00
$583.59


PALLADIUM
40%
@
$2,642.00
$1,056.80


RHODIUM
9%
@
$26,200.00
$2,358.00


GOLD
2%
@
$1,767.30
$35.35





B.B.I. =
$4,033.74

[freedom97] 15/4/2021 16:01

Thanks for confirming that it was your ISA, if Plat Hunter was still posting here, he would have replied to my post, B&I ISA trades don't show on ADVFN. I've proved him wrong many times.

[bullster] 15/4/2021 15:41

Straddling the $4,000 mark, still.


PLATINUM
49%
@
$1,186.00
$581.14


PALLADIUM
40%
@
$2,657.00
$1,062.80


RHODIUM
9%
@
$25,000.00
$2,250.00


GOLD
2%
@
$1,748.30
$34.97





B.B.I. =
$3,928.91

[highly geared] 15/4/2021 14:14

That’s mine . Moved £20k from Dealing Account to ISA.

[freedom97] 15/4/2021 13:30

Looks like pi's still transferring shares into their ISA's note trades 62 & 63

[freedom97] 15/4/2021 13:28

Thanks Bullster, their website today seems to be updating okay. Plat UP $21 Pal UP $78.

[bullster] 15/4/2021 13:18

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freedom97,

Kitco have a software glitch on their website which is effecting the updating of certain charts.

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[bullster] 15/4/2021 13:11

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We have 89,350,998 outstanding warrant shares at present, all ripe for exercising.
Plenty to keep a broker occupied, in these transitional times.

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[the skipper] 15/4/2021 12:24

Canaccord also hold a lot of stock for discretionary clients, so hopefully they are accumulating for them, but I agree it will be a positive when WHI disappear from the ask.

[gsg] 15/4/2021 12:04

Yes, pi$$ poor volume with a large spread. Not a recipe for immediate progression.

WHI have been sat on the offer at 16.4 and clearly dominate the JLP market. imo they continue to have a line of stock. When they change their position and maintain a presence on the bid, it will be a positive sign imo.

[the skipper] 15/4/2021 12:00

Yes the real spread is now 16-16.25