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JBL at 52 cents is priced for distress given the recovery story in battery metals, but the capital intensity and execution risk on their processing facilities keep me cautious until we see actual production ramps. Revenue growth potential is there if vanadium and nickel prices co
JBL at 0.53 is trading on recovery hope rather than proven cash generation, and the balance sheet is still stretched from the Murchison acquisition. Dividend yield is attractive on paper but requires sustained metal prices and execution on the turnaround, which remains uncertain.
JBL's up 4% today but the stock's been decimated from highs. Are we catching a falling knife here or is there actual recovery momentum in the vanadium/nickel plays they're chasing? Anyone tracking their cash burn rate?
JBL taking a knock today but the vanadium exposure still has legs if the energy storage cycle picks up pace. Revenue growth has been patchy though, so I'm holding fire until we see some proper operational delivery on the ground.
ngl the processing spreads have been thin but jubilee's still pulling nickel and copper out of stuff other guys leave behind, that's the moat. at r0.55 the market's priced for nothing going right and i reckon if rand weakens or metal prices tick up even a bit this reprices quick. good day to top up imho.
Been reading into the processing side of things, balance sheet is tight though
jbl closed at r0.55, processing volumes still looking thin compared to where they were 2 years back. recovery story needs actual numbers to justify a re-rate, not just vibes about the nickel market turning. base metals processing is brutal margin wise when throughput drops like this.
JBL got smacked down 3.23% to 60c today, which is concerning given the copper backdrop remains decent. Eish, need to see if this is profit-taking or something deeper going on with their operations.
Look, JBL at R0.63 is criminally cheap for a company with actual processing assets in SA and a clear path to cash flow. Compare this to where Glencore was when they were building out, or even the juniors that got crushed in 2020 and came roaring back. We are a pre-revenue company but the metallurgy works and the offtake discussions are moving, can't fix stupid if you're waiting for perfection before a 5 bagger.
JBL sitting at R0.63 is mental value if they can actually scale up the processing volumes like they've been saying. the whole play here is whether those residue treatment facilities can turn profit, not just process ore. comparing to other base metals guys on the JSE, JBL's got a legit niche if the rand stays weak enough to make exports work. long term i reckon this either pops or stays stuck but the risk reward right now favors holders imo
JBL sitting at R0.63 is lekker value if the processing volumes actually ramp up like they're saying. Company's got real assets in SA and the metallurgical residue play is solid, not many others doing it at scale. If rand stays weak and base metal prices hold, recovery could be proper. Just need them to execute hey.
JBL AT R0.63 IS CRIMINALLY CHEAP FOR WHAT THEYRE DOING WITH BASE METALS RECOVERY!! LOOK AT WHAT SAMCOR AND OTHER RECYCLERS DID WHEN THEY GOT THEIR PROCESSING LINES HUMMING, THIS THING GOES TO R2.50 EASY!! THE RAND STRENGTH ACTUALLY HELPS THEIR EXPORT MARGINS AND THATS MASSIVE FOR THE BOTTOM LINE!! BEST IS YET TO COME!!!
JBL at R0.65 is pricing in a lot of pessimism given what they're pulling out of those residue streams. Compare that to where Sibanye was trading during their recovery phase, completely different trajectory but the processing economics here are actually standalone great tech. If they can maintain throughput through the current energy chaos, this thing re-rates meaningfully. Positioned perfectly for when rand weakness forces some attention back to domestic resource plays.
JBL sitting at R0.65 after that dip last week, but the processing volumes from their SA facilities are actually ramping up nicely according to the last operational update. Reminds me a bit of how Glencore was trading when they had the commodity headwinds, recovery takes time but the fundamentals in base metals recovery are solid. Long-term view hasn't changed, come back in 6 months.
Reading up on JBL's processing volumes lately, interesting stuff
jbl sitting at r0.65 but processing margins are solid when the throughput kicks up. needs one proper offtake agreement to show the market this isnt just another spec play. once they lock in volume contracts with a tier 1 customer, stock will reprrice itself. simple as that.
JBL's down 3% on what looks like sector-wide PGM weakness, but I'm questioning whether the market's pricing in sufficient downside for the metallurgical complexity they're dealing with at Sezela. The embedded value narrative sounds compelling until you stress-test it against lowe
JBL dropped 4.41% today to R65, ouch. Is this a buying opportunity or should I wait it out?
JBL breaking below the 66.50 support level today on that 4.41% drop is a concern for the longer-term structure, especially if we don't see a swift recovery to stabilise above the 200-day moving average. The resource cycle tends to favour patient holders, but this one needs to hol
Current R 0,52 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.