JBL Operational Update Neutral
JUBILEE METALS GROUP PLC - Roan Concentrator Update
Jubilee Metals Group PLC
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What this filing means
Jubilee has completed annual maintenance and resumed full operations at the Roan concentrator, but surging input costs have prompted a delay in providing updated production guidance.
Bull case
- The Roan concentrator has successfully resumed operations targeting a run-of-mine throughput of 30,000tpm following the completion of its annual maintenance shutdown.
- The newly commissioned concentrate dewatering circuit has demonstrated sufficient capacity to handle throughput above current fines production, which accounts for approximately 25.5% of contained copper in the ROM feed.
Bear case
- Operating margins face severe headwinds from a near 80% increase in local fuel prices, with acid and transport costs now accounting for roughly 20% and 16% of monthly expenditure, respectively.
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