Jubilee Metals Share Discussion Threads

[chestergreen] 11/4/2024 11:28

Chozza

On 7/3/24 I made the following list:

"
Projects in next 12 months:
1. Roan / Sable upgrades
2. Monkoyo module and open pit
3. WRP with IRH – 4 modules
4. Mufulira Slag Project with Mopani Copper Mines (MCM)
5. Project Elephant tailings – concentrator at Kitwe and refining at MCM Kitwe?
6. Copper refining capacity – Chambishi or MCM Kitwe
7. New copper projects – similar to Monkoyo
8. 2 x 50000tpm chrome modules at Thutse (= 600000t chrome + 30000oz PGM?)
9. Brownfield PGM processing capacity or JV with Northam or stockpile
10. New LOM chrome deal – module(s) deployed
11. Eastern Limb expansion – chrome module and possible PGM expansion
12. Refinance Revolving Credit Facilities (SA -$13m; Zambia $5m) – April 2024
13. Longer term debt – funding expansion / transfer liabilities from current to non-current
"

That was 6 weeks ago. I am hopeful we will get some news before the Q3 production figures due in May (but probably at the end of April).

Someofthe items on my list are (at best 12-18 months away),e.g. Eastern Limb chrome/PGM expansion, but most are current.

CG

[stockhunters] 11/4/2024 09:50

mm still struggling to get sellers here

[21ant] 11/4/2024 09:23

Yes there's a field trip tomorrow morning for up to 50 delegates to the following places:

Field trips to Mopani, KCM, Jubilee, ZAMEFA, Neelkanth. I don't know some of these but Mopani and Jubilee are happy to showcase it seems which can only be positive

[sb] 11/4/2024 09:18

Very interesting thread over at the other place.... courtesy of Seisnav..

Zambia EU copper business forum10 Apr 2024 13:27



This forum kicks off today in Kitwe. Good to see Jubilee has a presence, with Ricus Grimbeek taking part in the discussions on Thursday.

And it seems there will be a visit to Roan by the delegates to see just what we are up to! Things are hotting up.....

[frogkid] 11/4/2024 08:35

Viz, first time I read it I was eating breakfast in a pleasant hotel. I literally spat out my breakfast laughing. I think it was one of the first copies.

[wet your knot] 11/4/2024 08:33

Emma Freud: Haemorrhoid
I think it maybe first appeared in viz comic circa 1992 when I was hard at work studying for my degree ;)

[frogkid] 11/4/2024 08:33

Haemorrhoids Ade

[adejuk] 11/4/2024 08:29

siggy's genes ran out with his grandkids

[adejuk] 11/4/2024 08:26

what's the rhyme wyk?

[wet your knot] 11/4/2024 08:05

Or Emma? Who's name also doubles up as rhyming slang ;)

[adejuk] 11/4/2024 07:23

one of my fave sayings is from freud.
"ignorance is ignorance. no right to believe anything is derived from it"
he was talking about religion but...

[wet your knot] 11/4/2024 07:18

These were the timelines given in the RNS in November 23:
Second Quarter Operational Report Second week of February 2024
Third Quarter Operational Report Second week of May 2024

The Q2 report actually came out on 23rd Jan. There was a load of work slated on Roan for April so whilst early, positive news would be great I don't mind waiting a month. We were producing copper at 250t per month, the short-term target is 1,000t per month. I don't think it would matter one jot (to the SP) if we even fell below 250t whilst the upgrade work was going on as long as it was followed up with "we are now at 1,000t per month from May onwards".

[frogkid] 11/4/2024 06:41

Morning all, the problem is Freedom without news we will drift down and probably move sideways in the low 7/ high 6s. Not a bad place to be for now. I don't see us getting news for at least 2 weeks.Cheers

[freedom97] 10/4/2024 22:04

I would prefer if we get news Tues/Wed to allow the share price go sideways a little, otherwise on good news the share price would create a vertical line and when it hits a peak short term traders would take the share price back down but if the share price went sideways until news the vertical line would be shorter on the chart as split by the sideway movement so traders would react differently and I don't think they would have much effect on the share price going up due to strong buying on good news.

The above is from years of observation.😁;

[freedom97] 10/4/2024 21:49

I don't think Leon would have done the placing for the IRH JV if he wasn't 100% certain the deal would complete ok.

I'm not worried at all.

Plus even without the deal, Jubilee is way undervalued at current share price

[chozza] 10/4/2024 19:38

We need news (good news) to move the price. Getting a little unnerved at the delay in confirming the IRH deal.
Someone kindly posted a list of potential RNSs we could expect over the next few months. Can't find it now but would be very grateful if the poster could repost.

As always GLA.

[stockhunters] 10/4/2024 16:22

market makers not getting many sellers

[freedom97] 10/4/2024 15:52

A stronger US dollar benefits Jubilee as it receives US$ for what it sells and reports in £!

Providing the stronger $ doesn't weaken the price of Copper but looking at the copper chart above the price is actually going UP!

[frogkid] 10/4/2024 15:49

Chinese buyer for Tjate for 250 million.

[adejuk] 10/4/2024 15:46

module installed and producing

[pshevlin] 10/4/2024 15:39

Who knows???? Summat Good?

[frogkid] 10/4/2024 15:32

What news are you expecting Shevvers?