World Stocks

londonz

broker target for horse hill

https://gallery.mailchimp.com/5dfc606ad ... y_Note.pdf

londonz

i got the feeling SBLM and FRR will be rerating like 88E and MTR recently.

SBLM and FRR are prime to move up now.

londonz

it seems, RGM is very undervalued for its HH shares UKOG has 30% HH RGM has 5% HH for UKOG at 2p with mcap of 42m RGM should be 42/0.3*0.05 = 7m ie when UKOG sp is 2p, RGM should be 7m mcap ie around 2.1p and compare that to current sp RGM of 0.5p. thats very very cheap imho time to load up on RGM a...

londonz

IRR moved up massively on the back of iron ore.

next to move up is SBLM

londonz

Iron ore price is rising. there are many Iron ore players but need to choose the quality one, such as good cash balance (hence no funding issues), quality and large proven assets and also well advanced in the project (ie not early stage of projects). some good examples worth investing based on crite...

londonz

both SBLM and XTR are making the recovery. can XTR be 1p very soon from 0.2p now?

londonz

broxy, have you checked out SBLM? assets much larger than BEM and KIBO and yet only 6m mcap. time boom this one.

londonz

most AIMS are bad, hence what left for us to invest?? dont tell me RRL only...

londonz

what have been happening in XTR? i would have thought above 0.3p by now?

londonz

Tjate, one of the largest platinum/paladium mine in the world, about to be given mining licence to JLP, worth around $5bn **************** from lse: many major producers are watching JLP like hawk, and as soon as licence is granted, we should see several offers?? AQP which has much higher operating ...

londonz

NPV for JLP could well be multiple of 1.6bn. THIS IS HUGE ! ::: Tjate actually consists of shallower section and deeper section. the NPV quoted of $1.6bn is ONLY for the shallower portion. should we take into account potential platinum in the deeper portion, NPV will be much higher/multiple of that....

londonz

copied from lse Tailing projects worth 12p /////////////////////////////////////////////////////// cicsbt01 i checked your figures and looks correct. for 36000 per year, roughly profit (ie revenue will be much higher of course) = £10m per year for 42000 oz (per RNS today), profit will be 10/36*42 = ...

londonz

Aberdeenman http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3AJLP.L&threshold=10&it=le&action=detail&id=11714214 This share reminds me (in some ways, more of that below) of when I was piling into Amur, pre license, in low single digits, when everyone was sayi...

londonz

excellent summary from YODA on webcast earlier today http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3AJLP.L&it=le&action=detail&id=11709376 Ok I took some notes as clearly some couldn't watch it, here is a summary of what was said: MINING LICENCE ~all processes ...

londonz

from Yoda in iii board: Ok. Having read about the opinions or rumours of the mining licence potentially coming very soon I decided to do some digging around. Having been in and around Braemore Resources before Jubilee took over them, I have re-established coms with my informed contacts. I have it on...

londonz

NED, are you in JLP yet? excellent RNS today and several more RNS coming soon so RNS today confirmed 5.2m cash. more cash will come around another 5m cash on Tjate licence confirmation (in a couple of weeks) . so cash alone around 11m. our mcap now around 15m. JLP has two main assets: - tailing proj...

londonz

excellent RNS - TODAY

with market cap just a bit more that our cash of around 11m, platinum assets are not being valued in JLP.

JLP has two main assets:
- tailing project worth 120m
- Tjate project worth 1.7billion

so, JLP is very very cheap at the moment

londonz

COPIED FROM LSE: conversation with directors just thought I post something after my long discussion with one of directors re JLP earlier this week. Tjate: nobody knows when the mining right will be granted but based on JLP understanding, all requirement have been fulfiled and now waiting for SA auth...

londonz

copied:

it seems mining licence approval will unlock huge values to companies. equally, it attracts many traders.

It was AMC in early this year. Today its for SXX with their mining licence approval. Very soon, which already pass all stages and waiting for rubber stamp, is JLP (mcap 15m)

londonz

interesting feedback from reputable investor Agogna1 in LSE yesterday. it seems there are 2 or maybe three large interested parties are accumulating. Also, it seems we should be double digit on tjate news (see feedback from colin re below with Agogna1), say 15p!! http://www.lse.co.uk/member-info.asp...

londonz

i suggest you do your own research and if you are happy, you buy. if you are not happy, dont buy. no need to follow me blindly.

londonz

JLP 2p - 40p

JLP making a recovery from sub 2p to where it belongs, double digit valuation. see chart!

MINING LICENCE imminent and soon after JV for its platinum mine (one of the largest in the world) with NPV around 800m

londonz

JLP making a recovery from sub 2p tp where it belongs, double digit valuation. see chart!

MINING LICENCE imminent and soon after JV for its platinum mine (one of the largest in the world) with NPV around 800m

londonz

interesting on xtr, i already have small amount there. made some money in AMC as well and now moved on to JLP as licence could come next week/the week after. though wish have more money to top up XTR too. broxy, you should have a look at JLP as well, while its cheap. ---- thanks for someone who post...

londonz

Broxy check out ROSE.. RNS last week confirmed strike oil 84ft net pay. sp drifting but will bounce back strongly. http://icebergshares.blogspot.co.uk/2015/02/rose-quick-update.html ROSE be producing 2000 bopd by end of H1 ? very possibly. With further drills likely an MCAP of £150-200m would be sup...

londonz

here we go!!

londonz

RNS out strike oil !!! potentially 2000bopd . thats huge!!! http://icebergshares.blogspot.co.uk/2015/02/rose-quick-update.html The BOD have clearly stated that they will be producing in H1 (I am hearing May), initial thoughts as mentioned above, are that this would be from Paradox, however given tha...

londonz

from BB: I noticed big delayed buys popping up and the dip yesterday was v short lived It is worth watching IMO but I wouldn't try and trade the moves just yet as it looks like they were triggering stops Interesting summary from LSE current Mcap around £11m I believe Business Summary - Surface proje...

londonz

copied from other BB: If Richard is abroad and is indeed are now having meeting with the arbitrators/Uzb reviewing/discussing the result (they will get first look before news is formally announced), Richard cannot YET tell investors that we won. Richard can only tell us/RNS as soon as he is back. So...

londonz

from matey in LSE = min value for JLP would be 10p at least!! and add Tjate mine another 14p = total 24p!! -------- lse.co.uk/shareChat.asp?page=5&ShareTicker=JLP&1#10642059 I have been following the chat on JLP with great interest and used the negativity to build a sizeable position at barg...

londonz

JLP taking off now !!

londonz

50% chances in winning the arbitration court and could be worth more than 50p (now only 2p)

even EK confident it will win.

result was expected in dec 2014. will come anytime now

londonz

its moving up now !!

londonz

fincap broker target pre spudding result : 12p !!

londonz

my take is dual listing more likely after the JV discussion (which ongoing per RNS today) or could well be after spudding.

spudding been delayed since sept, hence the lingering sp.

londonz

placing today is the floor, time to get in at cheap 1.75p

drilling in 2 weeks time, and cheapest shale producer.

rerating on the card soon.

londonz

RMP will bounce

RRL will bounce strongly as well

londonz

Broxy

see what happen in RMP today?

londonz

Got some hur, but my heavy is in ROSE. Top up some more in ROSE this week. Can easily double/triple by end of dec 13.

londonz

Yesterday our Central Rand Gold (a formerly sick sick man!) received a takeover offer and has seen a 200% spike. Now everything consolidating around 23p where the next up-leg is in preparation. the next one most likely will be taken over would be JLP imho. acquirer maybe waiting for JLP to get minin...

londonz

should be interesting for JLP. maybe chinese waiting for us to get the licence before approaching for takeover. ********************************************** Chinese increasing interested in Platinum mine in South africa. Last friday Eastern Platinum TSE:ELR received takoever offer from Hebei Zhong...

londonz

excellent news for JLP. South africa just showed their commitment to develop platinum assets by approving Ivanhoe mining application. JLP will be the next one to be approved. BOD was saying we should get anytime now. JLP sp has been sub 2p as nobody believe south africa will approve any platinum min...

londonz

JLP producer of platinum and also generator of electricity.

consumers now will pay extra for electricity, increasing revenue for JLP. This is excellent news for JLP. see below:

moneyweb.co.za/moneyweb-south-africa/consumers-to-pay-1269-more-for-electricity

londonz

copied: interesting that potential partner for JLP conroast is Northam Platinum. Northam Platinum is 14 billion market cap company. Huge platinum producer. sp will rerate big time once the study completed by end of the year. "Though the producer was not named, logic would suggest the most likel...

londonz

see RNSs today. planning to dual listing in US very soon. many news due in this quarter. BROKER TARGETS FOR ROSE (copied from LSE): ---------------------------- Beaufort : 8P currently, 108P on discovery Finncap : 7.5P currently Allenby: 13.9P currently Northland Capital : 14P SP Angel : 21P PEER GR...

londonz

chunky BUY above ask.. time to get in....

londonz

JLP sp has dropped mainly due to perhaps forced seller which as it seems now, sellers have dried up. JLP has NPV of the main project Tjate worth $1bn and about to start production. Now awaiting for mining licence approval anytime. many brokers now starting to place BUY rating and I believe sub 2p wi...

londonz

better go to either BHR or ROSE !!

londonz

spudding soon!!

londonz

ROSE is moving up now...

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