DirectorsTalk Interviews

Jubilee Metals Group A Promising Outlook for Q1 FY2025 and Beyond Jubilee Metals Group PLC (LON:JLP) has kicked off FY2025 with a strong Q1 performance and ambitious plans for growth in both its copper and chrome operations. The company’s recent update highlights the significant leaps Jubilee is making, particularly in Zambia’s copper sector and South Africa’s chrome and PGM operations, setting the stage for a promising year ahead. Jubilee’s Zambian copper production is on a clear growth trajectory, with the Roan and Sable facilities advancing into their ramp-up phases. For FY2025, the company aims to achieve 6kt of copper output, leveraging increased throughput and improved recovery processes. According to Zeus Capital’s analysts, Paul Smith and David Seers, the company’s objective is well within reach, with a production range of 5.9kt to 7.5kt based on operational variables like grade and recovery rates. As the ramp-up progresses, Jubilee anticipates even greater efficiencies and yield, especially with the addition of a leach circuit expected in the coming year. South Africa’s chrome and PGM (platinum group metals) operations also continue to shine. In Q1 alone, Jubilee reported 455,381 tonnes of chrome concentrate production and 9,328 ounces of 6E PGM, with annual projections of 1.65 million tonnes and 36,000 ounces, respectively. The company has noted that the latter figure may be adjusted mid-year pending the performance of a new plant at Thutse, underscoring Jubilee’s focus on optimising outputs. Zeus Capital’s Paul Smith points out that Jubilee’s approach to sourcing raw materials—primarily from existing at-surface stockpiles and low-risk open pits—minimises the company’s exposure to traditional mining risks. “Jubilee has a unique processing capability and many solutions to recover originally lost metals; Jubilee is now on a growth path with multiple strands to its organic growth, and we should begin to see the benefit of this over FY25 and onwards,” Smith explains, emphasising the company’s prudent strategy and sustainable growth model. With analysts at Zeus Capital valuing Jubilee at 11p per share, there is considerable optimism surrounding the company’s future. The ramp-up in copper production, alongside robust performance in chrome and PGM, is projected to have a significant impact on Jubilee’s financial performance. Jubilee’s expected revenue growth to $260.4 million in 2025, up from $205.4 million in 2024, is a clear reflection of these operational advancements, while EBITDA is forecasted to more than double to $54 million. https://lnkd.in/d2hjP6pB #JubileeMetals #Mining #PGM #Chrome #Copper #SableRefinery #ProjectRoan #SouthAfrica #Zambia #Investing #EnergyTransition #EV #Inyoni #CriticalMinerals

Firering Strategic Minerals Provides Insight on QuickLime Project Expansion and Future Resource Potential In this interview, Vassilios Carellas, Independent Non-Executive Director at Firering Strategic Minerals, shares updates on the fast-tracked development of their QuickLime project in Zambia under LimeCo. Carellas discusses recent logistical achievements, the current stockpile status, and the impact of switching from heavy fuel oil to coal gasification. The conversation also explores cash flow advantages from aggregate crushing, ongoing offtake discussions, and the promising mineral resource estimate, which is set to solidify Firering’s long-term market position. LINK: https://lnkd.in/eX5qS6jw #FireringStrategicMinerals #Firering #Quicklime #Limestone #Copper #Cement #Concrete #Construction #Lithium #EV #Coltan #Electronics #Tantalum #Niobium #Exploration #Mining #CriticalMetals #UKStockMarket #AIMshares #Investing

Real Estate Credit Investments PCC Ltd (RECI) Understanding the Discount, Its Rise, and Future Prospects Real Estate Credit Investments (LON:RECI) Plc is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.   In this interview, Hardman & Co Analyst Mark Thomas provides insights into Real Estate Credit Investments (RECI) Plc, examining recent changes in the company's discount rate and the factors driving its closure. The discussion addresses the strategies implemented by RECI’s management, including portfolio adjustments and capital allocation measures, which have contributed to a more resilient positioning amidst evolving market conditions. Thomas also shares perspectives on market dynamics that have favoured RECI, the outlook for its continued performance, and potential risks ahead.   RECI is a specialist investor focused on European real estate credit markets, prioritising fundamental credit and value in its investment strategy. #RealEstateCreditInvestments #RealEstateinvesting #RealEstateFund #UKRealEstate #realestateincome #CapitalGrowth #Dividend #Investing #RMBS #CMBS https://lnkd.in/dHZuvfgC

WATCH: Golden Matrix Group Inc. (Nasdaq: GMGI) Innovations in iGaming and Strategic Growth – Insights with CEO Brian Goodman In this in-depth conversation with Golden Matrix Group’s CEO, Brian Goodman, we explore the company’s distinctive approach in the rapidly evolving iGaming sector. Goodman discusses Golden Matrix’s diverse product offerings across sportsbook, online casinos, and sweepstakes, shedding light on their global presence, competitive advantages, and the role of AI in their technology stack. This interview provides investors with insights into Golden Matrix’s strategic priorities, including its plans for regulatory compliance, market expansion, and growth through acquisition. #GoldenMatrixGaming #iGaming #Meridianbet #ExpanseStudios #MexPlay #ClassicsforaCause #RKingsCompetitions #GMAG #GamingIndustry #SportsBetting #SaaS #OnlineSports #Casino #Gambling #entertainment #Tech #Nasdaq #Investing https://lnkd.in/dAdiSNCG

REACT Group Plc. Chairman Mark Braund Discusses Aquaflow Acquisition and Growth Opportunities for Investors In this interview, React Group Plc Chairman Mark Braund shares details on the company’s latest acquisition of Aquaflow, a commercial drainage and plumbing business. Mark highlights Aquaflow’s specialised services and significant client base, primarily in the London and South East region, and discusses the potential synergies between Aquaflow and React. Key topics covered include how this acquisition complements React’s existing services, the anticipated financial benefits, and the strategic value this expansion brings to shareholders. https://lnkd.in/dfz47cq5 #REACTGroup #REACT #CleaningSpecialist #LaddersFree #WindowCleaning #Fidelis #FacilitiesMaintenance #Investing #Aquaflow #Growth #Stocks

NB Private Equity Partners, the Unique Value of Co-Investment in Private Equity In this discussion, Hardman & Co Analyst Mark Thomas outlines how NB Private Equity Partners (NBPE) leverages its expertise to generate consistent long-term returns for investors. With a focus on co-investments in mid-market private equity, Thomas explains the company’s approach to adding value through enhanced deal flow, strategic partnerships, and skilled risk management. He also highlights NBPE’s performance in a challenging market and the unique benefits and risks of co-investing in private companies. https://lnkd.in/dNQivvD6 #Investing #PrivateEquity #HardmanCo #Interview #Returns #CoInvesting

WATCH: Gattaca plc CEO Matthew Wragg on Exceeding Market Expectations and Building for Future Growth Gattaca Plc (LON:GATC) CEO Matthew Wragg joins DirectorsTalk Interviews to discuss financial results for the year ended 31 July 2024. Matthew Wragg, CEO of Gattaca plc, shares the latest updates following the company’s recent annual financial report. Wragg discusses Gattaca’s performance, highlighting key growth in contract revenue despite market challenges, while explaining decisions regarding dividends and cash reserves. The interview also addresses Gattaca’s strategy for maintaining competitiveness in its core markets and enhancing client satisfaction through cultural and technological investments. Wragg gives insights into the company’s near-term growth opportunities and outlines plans to bolster Gattaca’s position within the STEM recruitment sector. https://lnkd.in/djkckU8w #Gattaca #GattacaProjects #Recruitment #STEM #TalentSolutions #MSP #RPO #EmployerBrand #IR35 #Investing

Diversified Energy Company Making Strategic Moves in Natural Gas and Market Positioning – An Interview with CEO Rusty Hutson In this interview with Rusty Hutson, CEO of Diversified Energy Company, we explore recent developments shaping the company’s trajectory in the natural gas sector. Hutson discusses their newly secured LNG supply agreement, the impact of expanded operations along the Gulf Coast, and the company’s strategic approach to hedging amid fluctuating market conditions. He also provides insights into the broader outlook for natural gas and oil prices, as well as thoughts on the upcoming election's potential regulatory effects on the energy industry. #DivisifiedEnergyCompany #DECPF #Energy #NatGas #NaturalGas #USDividendstocks #Dividends #USmarket #USElection2024 #Investing #Stocks #LNG https://lnkd.in/ed9dGe7j

MetalNRG Plc CEO Chris Chadwick Discusses Key Developments and Future Plans (VIDEO) In this interview, MetalNRG CEO Christopher Chadwick shares crucial updates about the company’s recent acquisition of a copper-producing mine in Morocco and outlines the strategic move towards rebranding as Atlas Metals Group. Chadwick also discusses the financial structure behind the acquisition, the company's relationship with Orion Resource Partners, and their plans for further expansion in Africa. Investors will find valuable information regarding MetalNRG's evolving strategy and future growth prospects. #MetalNRG #Mining #Copper #Africa #Investing #AtlasMetalsGroup #Gold #Stocks #Morocco https://lnkd.in/dHewD73C

Transforming Cancer Screening: An Interview with Cizzle Biotechnology plc’s Executive Chairman In this interview, Cizzle Biotechnology’s Executive Chairman, Dr Allan Syms, provides valuable insights into the company's advancements in early lung cancer detection. The discussion covers their innovative CIZ1B biomarker, recent partnership with BIO to expand into North America, and the potential impact on the healthcare sector. Dr Syms highlights the pressing need for early detection solutions, the limitations of current methods, and Cizzle’s strategic collaborations with major institutions like the Moffitt Cancer Centre. He also touches on the company’s global strategy and what to expect in the coming year. This interview sheds light on Cizzle’s commitment to addressing a critical unmet clinical need in lung cancer screening. #CizzleBiotech #LungCancer #EarlyDetection #BloodTest #LungCancerTest #Investing #CizzleBio #CIZ1B https://lnkd.in/djcncH-F