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JBL's creep up to 64 cents on improved vanadium sentiment is encouraging, but I'm curious whether the market is pricing in execution risk on their Black Fox project timeline or if we're seeing genuine confidence in their operational ramp. Have other JBL holders factored in where
Jubilee's exposure to battery metals and PGM recycling positions it well for the structural demand backdrop, but the outfit remains hamstrung by execution risk and capital discipline issues that have plagued management historically. At current levels around R62, the market is pri
JBL took a knock today, down 4.55% to R63. Eish, metals are rough right now but I'm holding because long-term plays are supposed to be bumpy hey.
JBL down 1.52% today but nobody's asking the hard question: at what point does the vanadium cycle peak and how much of this rally is already priced in at current levels? The market's treating this like a structural commodity story when it's fundamentally cyclical, and that's prec
JBL sitting at R69 today after that jump, and I'm thinking longer term this thing could really work for our stokvel if they keep finding those metals in the ground. Resources stocks like this one take time but if you patient and the commodity prices stay decent, could be a nice e
Trimmed my JBL position at R69 following the 4.55% pop, given that base metals remain vulnerable to yield curve inversion risks and the current risk-reward no longer justifies holding the full allocation when real rates are likely to remain elevated.
At R67.00, JBL trades on a depressed multiple reflecting near-term smelting margin compression, but the embedded value in its PGM processing platform and offtake agreements supports a materially higher normalized intrinsic value if one models through the commodity cycle. The 1.47
Picked up JBL at 68 rand thinking the dividend yield might offer some breathing room, but I'm honest about the volatility risk in resources and will need to see their next production numbers before I sleep soundly at night.
JBL at R75 finally showing some legs after years of being a lottery ticket — the recycling story is legit but execution risk remains brutal; if they actually pull off those PGM recovery targets, this runs harder, but I've heard that one before.
Grabbed more JBL at R76 this morning when it hit that 5.56% pop—palladium recycling exposure looking stronger with commodity tailwinds.
JBL down 2.7% to R72 - is this the market punishing their exposure to PGM volatility, or actually a chance to load up before their next quarterly update?
JBL up 4.35% but that PGM recovery narrative is fragile — vanadium spot prices haven't confirmed the upside yet and their Zambian exposure is getting sketchier.