Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Fira - nice to see some one mention tin 16:35 yesterday in a snipe at my lithium.
Hahaha - in this very thread call "You must read this" ..... I clearly mention TIN COPPER ZINC & SILVER.
Please read before throwing dirt.
LITHIUM guestimatio s "At 40,000tpa x 20 years x low lithium hydrox price of only USD$13,000pt , CL would be looking at a royalty (2%) of approx USD$100M. That excludes the rise in share price equity in CL to each share in issue.
Even if CL have 1 billion shares in issue you're around £4.00+ and I am pretty sure dividends on such a set yearly production over 20+ years.
Obviously that is ONLY our part in Cornish Lithium.
Cornish Metals have ALL THE TIN , COPPER and hopefully a good chunk of ZINC to throw on top.
An example would be in this thread CL is simply lithium volume, price and time produced less CAPEX.
I would guess and it really is a guess CAPEX on 2 main CUSN assets would come in at MAX £2 Billion over 20 years. However TIN is nearly always at premium to lithium so even though the CAPEX could be higher - I would hope for way way less but I am playing devils here by putting a large CAPEX on - the TIN USD$18,000pt low average ( currently USD$40,000+) that would still produce over a £4 BILLION POUND company with the COPPER , ZINC, SILVER + CL assets / roylaties.
It looks prime for a MAJOR player in mining to buy out both CUSN & CL as they mive towards PFS then DFS.
LITHIUM WILL be the first revenues that CUSN achieve though, I still have big money on that and even more with TechMet getting involved with US GOV backing"
Thanks Fira
We mustn’t also forget the copper potential for CUSN.
Interesting article below. Tin at all time high & copper to advance into a supercycle if Robert Friesland is right.
Cornwall will be producing so much Cu , Sn , Li ( and other rare earths) in the next 5-10 years on shore smelting and processing has got to be a no brainier for U.K. gov. Cornwall was once the world hub & it’s time will return again.
https://markettactic.com/copper-supercycle-when-bankers-start-using-terms-like-megatrend-its-time-for-investors-to-pay-close-attention-2/5011294/
Vii,MO,CK,Bubble, et al
I'm a very infrequent poster, but closely follow all the valuable research and opinion on CUSN and CL, with an open mind and find the depth of knowledge from all parties superb. Thank you all so much. The balance and differing views make this board almost unique and long may it continue.
From my own perspective & for what its worth, I think CUSN & CL will become ever more closely linked thru the royalty agreements, as CUSN will need to contribute financially to benefit from future income streams and run in parallel with their tin/copper focus.
Keep up the good work.
Vii totally agree there
I hope we can all get over the upset referred to below.
MO, there is absolutely no reason for you not to post on this board. CUSN have various exposures to CL so discussion of CL and its prospects seems perfectly valid. You have a lot of good info and thoughts to contribute and I for one would be disappointed if you stopped.
If anyone feels they do not like or want anything that is posted then filtering is the way forward.
Criticism of a post or a poster is simply a waste of everybody's time and spoils the board for all.
I use filters quite a lot. As soon as I realise that someone has nothing to contribute and is disruptive on it goes and it stays on.
The question of smelting came up in the ITA conference yesterday. I got the impression from Richard Williams response, that the possibility was being considered. It would seem to tick a number of boxes for HMG - Green credentials - avoiding lugging concentrate around the world and back, leveling up - providing jobs in the UK and Resilience - making the UK supply chain more reliable. What would be great is to build processing plants to cope with the Caesium and Rubidium that CL have in their resource. Huge value to be added.
Hello all. I follow several Boards on the (few) shares I hold and this one is the most civilised and informative by far. I'm amazed at the depth of knowledge and research available on here thanks to the Major, CK etc.
Like many others on here, I suspect, GGP is another of my holdings. Despite the efforts of people like Paddy etc, the GGP Board is almost unusable these days, thanks to the malign efforts of some; RMM can be the same sometimes. Please don't let this one go the same way. Thanks and GLA.
Oh look a green poster just appeared !!,how pleasant it is not to be able to read it but please do carry on at least i know your listening to me
Keep posting MO ,
Very informative and keeps us all up to date and keeps vii and ck brains ticking over ..
Major you are indeed a valued poster on here ,dont listen to fire filter him his motives at to dermal and critise others on here and sml he's been on my filter for weeks now I suggest you do the same makes for a much more pleasant and open board allowing everyone to read and learn as we follow this great journey cusn/sml and Cornish mining is about to take imho
I have a migraine so sorry for the text errors but I hate being called a ramper so wanted to respond
Fira. I am genuine. Have I ever posted on here any other view? I hope I have backed up my posts with data ?
Nobody else posted the KMX deal with CL which was clearly a mover of price prior to Trelavour news.
Cornichknocker has posted this week and I fully noted a couple of words he posted which would have been words I would have used regarding the rock. I am disappointed by the rns regarding Trevalour. It was worse than I expected. I have consistantly said the grade would be low vis will back that up in that vis - you pulled me up on what the CL guys had said about the brine grades being achieved. When CL announce brine results compare this weejs rns v there's. Out rotalties will be heavily dependant on that brine and it will be royalties that bring CUSN first revenue imho as I have consistantly said.
My knowledge of czech cinovec gives me a big advantage here.
I have also been consistant and hopefully fair to the giys who are rightly here for tin and copper . I am fully aware this IS the main part of the company , but if you are not ready to accept what the process of DLE can provide in extra tin , copper, zinc AND SILVER ? then you gave not fully researched this share.
I put a hand of fruend ship out to vis on here so he can verify my posting as not rampy as there are documents I do not want to post on here as it gives me an advantage. I am happy to share with him as vis and cornishknocker are both level headed and clearly focused on CUSN assets so if they pull me apart on here then I would fully accept it as a posting yellow card or red card if deemed as you say rampy.
Fira good luck and I hope you can get a grip on your narrow view. Cornwall in total has assets that are very complicated in metals inc brine, tin copper zinc silver lodes. It is not straight forward by any means.
In my honest opinion vis has really helped me by challenging a couple of my posts or asking for ny view.
There is data that is not veing posted on here. This gives a very half baked view of what you have bought or are holding. I'd rather have the fuller picture where possible. You said "that'heavy " after I declared I had added two tranches if shares at 14.5 p and 15p to the tune of £25,000. You said that. At 22p 4 weeks later. My research is paying off you could say.
I will refrain from posting more but simply ask others to put in the effort to understand just what may be coming.
I am waiting for a very large chemical or energy company / EV company to declare major interest !
Thanks for pointing out I was posting too much about lithium. I will cut it out. Enjoy the ride.
If this drops I will be buying more. To be very clear.
Fira - It is worth taking a look at this................ P 8 and P23 of
https://cornishmetals.com/site/assets/files/4930/202110-cusn_corp__pres__web.pdf
This is only part of the reason why MO and fellow posters are getting v excited.
MO 12.14 Great post, good info to have. I hope they achieve the same extraction rate for the rare metals as they have for Lithium. The valuation of some of them (albeit in the hard rock project not as in brines here) appears to leave lithium as a low value by-product!
Agree but E3. Struggling despite some positive results
Time to add and sit on hands ;-)
Cornish Lithium brines heated at high temps will produce. 99% sure. So many companies are testing strongly the tech for filtering other metals and maximising lithium capture.
Dec 2nd. E3 update pilot data flows and lithium capture.
https://quebecnewstribune.com/press-release-coverage/e3-metals-lab-pilot-prototype-initial-test-provides-97-lithium-recovery-rate-qnt-press-release-45868/