Sapan Ghai, CCO at Sovereign Metals, discusses their superior graphite test results. Watch the video here.
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Crazy dropping back....but as per normal ??? Bonkers.
PLUS Dalian are shipping IN Haydale product @@
Might be worth factoring in where all the new tech may be made? Rather be in China or the US ?
It is a serious and problamatic question, but if you need to get on in todays world China looks like it has an advantage?
https://resourceworld.com/u-s-rare-earth-policy-too-little-and-35-years-too-late/
Hi Jessell, for me I want to see any type of news regarding actual production or buying in of other companies declaring amounts of cash or product. Yesterday was a good tick in the box. As for sp, well that is anyones guess.
In the lockdown I am catching up with 1 years worth of a finance mag. Why look at the last year, just bin it as old news? My example would be last May Morgan Stanley put sell Tesla to $10. The current price last year was around $240. Who know's what any advice is right or wrong.
And yes I never listen to broker reports now. Rather do my own research.
Tapman. Now again China is going to be the next US in the coming decades, or so we think keeping in mind the above.
I think vrs is a big example of truely being a lead player in the new world, but to what cost ? China has cost me a hell of a lot of money GDG GDL to name one. Hard ball is not enough to cover how China will play these circumstances. They want your tech for nothing. IF they start putting skin in the game is wgen I will take notice. As for Trump... F knows what he will do. Even he cannot string a sentence together let alone plan for world domination. If he doesn't want tech from China then ok. If he doesn't want UK tech either then he has a problem. The chinese are in a race to support their economy AT ALL COSTS. They now own Sri Lanka ! They own 1/3rd of Africa. It does not take much to figure out why they are sending medi teams over to Italy and Spain to help out ... but at what cost is always my question.
Enjoy this rns imho it is very undervalued news. Closing the Taiwan HQ just weeks ago??? Then yesterday doing a deal to get in to Taiwan. Join the dots on just why this happened.
CHINA gungho which usually means they want us.
Now I have heard that before at GDG & GDL. I will wait for the cash before being too optimistic.
Enjoy the sunshine, I am @@
Well said Tapman, that is my concern too!
Hi RH, Not wishing to be a wet rag, and there is little doubt that the latest RNS heralds much needed good news and progress for Haydale. But I can't help but look further down the line and to reflect on trumpings from US about unlevel playing field, particularly with regard to IP exploitation by Chinese companies (must add here, I am no Sinophobe). Don't always agree with the Donald but for me there are concerns re. protection of IP. And with three in the bed, will any roll over, roll over? Just sayin! GLA DYOR
RNS yesterday 30% rise so far. Is the Haydale deal worth 100,000per year and using Dalian across China as the supplier of high grade graphenes to other Chinese businesses , with possible increases in revenue upwards from 100,000 per year , the same if not better than the vrs rns from March 25th ?
Vrs are also to give up , up to 15% of the company value in shares once they get the sp up.
Here Haydale are free to do deals and no restriction on raising revenues v share issue BUT without the pressure of hitting sp targets inorder to get the deal through?
I am a holder of vrs but it has developed a recored of being heavily shorted over the last 6 months and NR being brought to task by NOMAD over the extreme twitter info he was giving. Interesting the drop since he stopped and the shorting increasing. Still I am positive on the IP's they hold.
Just got to finally do a cash rich deal.
Here it feels much more risky yet mych more simple.
A very quiet CEO & Bod and cutbacks , but they are working and providing product to National Grid, Aero industry, BACMono and now R&D with a HUGE Chinese company in Dalian.
Anyone have any views ?
"RMB1 million (c.£121,000) initial investment each by Versarien and YG over the next 12 months subject to certain milestones.
· The Joint Venture will have exclusive use of Versarien's technologies in the PRC. Versarien will retain rights to its existing technologies and intellectual property, with newly developed intellectual property being retained by the JV and/or the end users.
· Agreement includes, and is contingent on, a commitment by YG to procure subscription for Versarien ordinary shares from third parties in three tranches, which in aggregate will total up to 15% of Company's current issued share capital ("Versarien Share Subscriptions"). "