Jubilee Metals Share Discussion Threads

[plat hunter] 28/10/2019 15:38

I think it's safe to conclude that the share price is news sensitive to the upside lol

15:11 24-Oct-2019 JLP Acquisition at Hernic: Transforming Operations RNS +12.18% Up
07:00 24-Sep-2019 JLP New Corporate Presentation RNS +6.58% Up
07:00 17-Sep-2019 JLP Kabwe Multi-Metal Processing Project Update RNS +9.06% Up
08:00 05-Sep-2019 JLP Windsor PGM Project - Full Operational Status RNS +1.56% Up
10:15 23-Aug-2019 JLP Completion of Acquisition in Kabwe & Joint Broker RNS +5.73% Up
09:00 05-Aug-2019 JLP Six Monthly Operations Update RNS -3.84% Down
07:00 11-Jul-2019 JLP Projects Update RNS +2.26% Up
13:45 05-Jun-2019 JLP Projects Update RNS +14.19% Up
07:00 09-May-2019 JLP Quarterly Operations Update Q1 2019 RNS -4.09% Down
12:30 03-May-2019 JLP TR-1: notification of major holdings RNS +12.26% Up
07:00 23-Apr-2019 JLP Price Monitoring Extension RNS +3.44% Up
11:00 09-Apr-2019 JLP Price Monitoring Extension RNS +10.47% Up
14:05 05-Apr-2019 JLP Second Price Monitoring Extn RNS +25.68% Up
14:00 05-Apr-2019 JLP Price Monitoring Extension RNS +25.68% Up
16:41 04-Apr-2019 JLP TR-1: notification of major holdings RNS +25.35% Up
14:26 03-Apr-2019 JLP TR-1 NOTIFICATION OF CHANGE IN MAJOR HOLDINGS RNS +27.72% Up
16:40 02-Apr-2019 JLP Second Price Monitoring Extn RNS +27.36% Up
16:35 02-Apr-2019 JLP Price Monitoring Extension RNS +27.36% Up
13:35 29-Mar-2019 JLP Voting Rights and Capital RNS +12.51% Up
10:38 29-Mar-2019 JLP TR-1: Form for notification of major holdings RNS +12.51%

[robers98] 28/10/2019 15:31

Well only 2 companies listed at the event so people should get plenty of time to ask questions.

1 RNS indicated to be out before the event, would be good if they have the annual report finished as well.

www.proactiveinvestors.co.uk/register/event_details/224

[gsg] 28/10/2019 15:01

Palladium at $1799oz

[frogkid] 28/10/2019 13:57

I'm up for it. A jubilee gathering. Nice spot for it.

[frogkid] 28/10/2019 13:57

And dont buy on margin

[philby1] 28/10/2019 13:42

Excellent proactive interview this morning. Lost count of the number of times Leon said 'exceptional'! Exciting times ahead here.

[plat hunter] 28/10/2019 13:35

Plat and Pall taking off whilst SLP getting battered again. I wonder if any of that will end up over here at 4pm?

[plat hunter] 28/10/2019 13:32

Even if you invested at the height of the Tjate ramp but added to offset dilution at the subsequent placings, you'd still be up on your lot now.

I think most of the previous trolls here have made the common mistake of not understanding market capitilsation and purchased when the share price was much much higher but with much much fewer shares in issuance.

I've been lucky here with regards to timing but one lesson I've learned over the last few years is to only buy cash generating companies and to protect your percentile at placings, or sell up.

[billyboy2fromiii] 28/10/2019 13:25

Hi,

Just had message to say Jubilee are presenting at the Proactive Investors Forum at Chesterfield Mayfair Hotel in Mayfair from 5.45pm on Thur 7th Nov.

I have been to these events before and highly recommended.

[e-mail]

Regards, BB2

[mutley walters] 28/10/2019 12:46

Well Plat as you brought the subject up

WRES 1 year ago 0.425 Today 0.36
JLP 1 Year ago 2.15 today 4.3

Any hissing Sids listening in should stop spitting so much poison.

No disrespect or ill will meant to genuine WRES holders

[plat hunter] 28/10/2019 12:31

Looks like my stalker's back, down voting my comments. WRES must be down today then

[plat hunter] 28/10/2019 12:22

copper flying today too

[bullster] 28/10/2019 12:17

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Smelting fine chrome increases the yield of chrome from the furnace.

Samancor will now have had time, since January, to evaluate the use of Jubilees fine chrome from the DCM operation,in their Tubatse Alloy (PTY) Ltd operation.Good results should encourage Samancor to roll out fine chrome recovery at all it's operations as the extra yields will be significant to such a large operator.

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[juju44] 28/10/2019 12:08

Added some more this morning. Looks solid

[plat hunter] 28/10/2019 11:27

Told you all that Hernic was originally a showcase demo plant and that DCM would be massive, with Kabwe being a sideshow to what's really going on..All aboard the profit train... Choo choo!!!

[deme1] 28/10/2019 10:54

I am curious

Like Bullster said the pgm deal seems very generous. So What do sam want in return?

Also I am still confused as to why Leon would publically state that getting the same deal on the chrome would be a significant boost to JLP.

Has the deal already been made, and just awaiting sign off?

If not, it's just like someone going to buy a house and telling the owners there is £1 mil of gold buried in the back garden and we want to buy the hoise today!

[lostabillion] 28/10/2019 10:44

Webcast....

Looking forward to next weeks update.

Leon is smiling from ear to ear.

I almost get the impression that on top of gaining 100% of the PGM’s at Hernic that an announcement on the chrome will come next week?!?

If that is the case we’re heading for 20p sooner than mid next year.

I have funds coming soon which will allow for another 100k top up, just hope I can add before the update next week.

[bullster] 28/10/2019 10:22

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Leon Coetzer, Chief Executive Officer, says:

"With the Windsor PGM Project reaching its full operational status we have reached yet another significant milestone as we continue to grow and diversify our earnings base".



"The Project holds the potential to double our existing PGM production delivering enhanced earnings without any capital burden or time delay associated with the construction of a new PGM recovery plant. I am particularly excited by the early results achieved during the commissioning phase utilising our tailored processing solutions, which support our expectation to achieve a consistent minimum throughput of 60,000 tonnes per month with the potential to deliver approximately 2,500 additional low cost PGM ounces to the Group per month".



"Bringing Windsor PGM into full operation has been a strong team effort with our JV partner. The JV structure and terms, which incorporate a fixed processing cost with associated earnings share, ensures that both parties are incentivised to maximise PGM recoveries and operational efficiencies"


The above is from the 5th of September RNS, i have put it on the board for doubters who say Windsor is not as profitable as Hernic and despite not having to spend any money building a £12m plant.

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[nelson01] 28/10/2019 10:20

Sounds like Samancor would be better off buying Jlp lock stock and barrel.

[1madmarky] 28/10/2019 10:09

Bullster- my thoughts exactly

[the skipper] 28/10/2019 09:54

That was some interview this morning -with the clear indication of further news this week. I guess those who have to work for a living will have yet so see it,so now's the time to top up imho. Now holding 1.56m of these with a very large smile on my face.

[bullster] 28/10/2019 09:49

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Dilokong Chrome Mine is a joint venture between Sinosteel & Samancor.

Close by is Tubatse Alloy (PTY) Ltd. a joint venture between Sinosteel & Samancor.

Samancor own mines on the western and eastern rim of the Bushveld Igneous Complex and eighteen furnaces at five locations.

The deal struck by Samancor, soon to be the new owners of Hernic, is far too generous.


What are they after.

Could Jubilees fine chrome expertees be the key. ?

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[nelson01] 28/10/2019 09:28

I reckon that = a share price of 16p mid to late 2020