Jubilee Metals Share Discussion Threads

[frogkid] 30/4/2021 14:22

I reckon about 14

[adejuk] 30/4/2021 14:12

i wonder how many will regret, in a week or so, that they didn't buy at sub 17 ?

[jackthecat1] 30/4/2021 13:58

I did say yesterday folks re ZPHR. Up another 9% today. Yet another shrewd fund manager bought 54m shares - yet another RNS TR1 just out.

Follow the money. I'm up 40% with JLP, so cant complain. ZPHR will potentially 10 x bag from these levels over the next 2-3 years. Cracking little company run by seriously switched on money makers. a wonderful share to own

[lostabillion] 30/4/2021 13:35

No worries, cheers.

[frogkid] 30/4/2021 13:31

No losta, I am not convinced the pain is over for them yet but good luck

[lostabillion] 30/4/2021 13:09

Are you back in RR Frog?

£1.50 target in the very near term! (50%)!

[frogkid] 30/4/2021 12:57

FYI SB, I have a buy order in 250k at 16.75.

[gsg] 30/4/2021 12:32

WH Ireland broker note update, following yesterdays RNS on the JLP website under broker notes. But nothing really new in it, other than:

We increase our forecast today for FY 2021 to 3kt copper cathode, leaving our forecast of 13kt, 22kt and 25kt/yr (forecast design capacity) in FY22, FY23 and FY24 respectively.

[donaferentes] 30/4/2021 12:30

3.1m buy at 17.5 from yesterday pm just reported. So MMs dropping the price to encourage some sales to cover that volume. Normal service should resume once it's all washed through.

[frogkid] 30/4/2021 12:15

Why did you tell them my name Bullster!

[frogkid] 30/4/2021 12:14

Sb, as you are so interested please note my post 38706. Now stop annoying everyone.

[gsg] 30/4/2021 11:32

Update to the SLP broker note. Whilst it has nothing directly to do with JLP it does again show the outrageous cash generation from a comparable PGM re-processor. Hopefully Jubilee's numbers will show equally amazing cash generation.

New Liberum note:

"Given the stellar performance of PGM prices, it is no surprise that Sylvania have achieved another record quarter with EBITDA of $58.7m and cash balance increasing 52% to $102.1m. Annualising this past quarter, the stock trades on a ridiculously cheap EV/EBITDA of 1.5x. Production of 17.4koz was inline with expectations and guidance of 70koz for the year remains in place. We remain very comfortable on rhodium on a five-year view (see here) and expect the abnormal cashflows to continue (30% FY22 FCF yield)."

[cappajumping] 30/4/2021 11:29

Credit Suisse say Palladium heading to $3250, beneficial for JLP on its Pt/Pd split. The CU benefit for April/May/June could boost revenue by $7m and then $4m per month from August when the next phase goes live- Elephant. Then of course there is the OTA announced and whatever the beneficial $$$ are agreed - maybe 10-15% of the 3P processing ?? Strong growth ahead as we head towards Q3/Q4 21 and into 2022.

[sb] 30/4/2021 11:24

Oooooh DR....you are niggled aren't you.... :) Just pointing out that Froggy decided to de-risk last week but has now volte-faced ...and is wishing the price down to compensate for the error.

[robers98] 30/4/2021 11:10

Investors’ Chronicle

A copper bottomed investment

It’s not often a company is priced on less than four times cash-adjusted forward earnings, but that’s the tantalising prospect offered by Jubilee Metals, a mining company that makes its money by extracting platinum group metals (PGMs) and copper from mine tailings in South Africa and Zambia.

[robers98] 30/4/2021 11:07

As at 26 April 2021 the Company is aware of the following Investment Management holdings (over 3%) of voting rights in its share capital:

Investor

Canaccord Genuity Group Inc

Hargreaves Lansdown Asset Mgt

Slater Investments

Interactive Investor Trading

Veddis Capital

Jupiter Asset Mgt

Quantock plc

A J Bell Securities

Premier Miton Investors

Halifax Share Dealing

Current combined holding
of shares in issue

222,114,136

220,009,436

190,200,000

177,092,188

157,940,517

111,192,323

94,350,624

91,925,364

82,399,006

78,829,124

% of shares in issue

9.91

9.81

8.48

7.90

7.04

4.96

4.21

4.10

3.67

3.52

[robers98] 30/4/2021 11:06

Investor

Hargreaves Lansdown Asset Mgt

Canaccord Genuity Wealth Mgt

Slater Investments

Private Investors (South Africa)

Interactive Investor

Veddis Capital

Jupiter Asset Management Ltd

Quantock Plc

A J Bell Securities

Premier Miton Investors

Halifax Share Dealing

Number of shares

220,009,436

209,050,000

190,200,000

182,477,980

175,813,959

157,940,517

111,192,323

94,350,624

91,925,364

82,399,006

78,829,124

% of shares in issue

9.81

9.32

8.48

8.14

7.84

7.04

4.96

4.21

4.10

3.67

3.52

[danieldanrichardson] 30/4/2021 10:58

sb give it a rest. You keep barking up the wrong tree.

[bullster] 30/4/2021 10:57

.
.

Any avatar who mentions the selling of shares will have their name written in my notebook , and dealt with later.

VOT IS YOUR NAME!

Don't tell him, "frogkid".

.
.

[frogkid] 30/4/2021 10:46

Pretty sure we had this conversation but I bought them back. My intention is to buy more with some funds released in the last few days. Hence my post.

[freedom97] 30/4/2021 10:42

Looks like the BBI will close the month on a new high.

[sb] 30/4/2021 10:19

You are happy for the price to drift lower so you can buy..? Didn't you sell some..?

[frogkid] 30/4/2021 10:10

What you on about sb?

[tonyevo256] 30/4/2021 10:05

Now that we are producing copper on a significant scale I expect a rerate as copper investors come on board. Might take a few months and might need to know cu production figures but 100% it will happen.