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Https://www.portugalresident.com/operation-influencer-prosecutors-receive-new-slapdown/
Operation Influencer on the right track. Today in the Portuguese newspapers.
Https://source.benchmarkminerals.com/video/watch/power-players-interview-with-northvolts-chief-supply-chain-officer-dennis-van-schie-part-1
Interesting and very Timely? Security of long term supply and help for suppliers with their expertise and political engagement, especially in Portugal.
Looks like at 14:23 today someone ignored the advice from Monty, nearly 2M at 3.58. Nice size trade.
Monty888 - a ridiculous statement to make when SAV doubled its sp within a month recently. Very promising outlook over next year and beyond.
I see SAV have commented in 'X' (formerly known as twitter) about doing interview with sicnoticias.pt. Looks like SAV are already making good on the comments in the results to be taking the lead on real information and not leaving the narrative to the anti-miners.
Until now all interviews seem to have been in response to a negative story, hopefully this is the first of many where SAV is leading the article.
5.5% spodumene concentrate does not go directly to gigafactories but has to be processed. There are plenty of gigafactories planned across Europe, little processing capacity and with virtually zero eu lithium production currently and a target of min 10%, there will be substantial imports whether SAV produce or not.
Not sure why Teslas reduction in worldwide staff count or a peripheral (to Europe) gigafactory hopeful should prompt a sell. Just a brief stop to admire the view and catch breath whilst walking up the mountain.
Thought the tone of both MK and EP’s comments were both optimistic and realistic, recognising the progress of the last year and the hurdles that still need to be passed. I did note a potential change as they may look to move onto the front foot and to start to counter negative positioning and comments. Based on where they are at, what they have achieved and what is being proposed, methinks that this may be that watershed, turning from boy to man. The next few weeks may put some hairs on the chest.
I would assume some sales are in response to Tesla 10% staff cuts and the Britishvolt gigafactory being abandoned.
Emh have a huge Q2 - I think by july there be back at the price the bank paid, especially after the 49mil grant in may and then slice out into here and Alk, all might go second but I expect the bigger moves here in Q3 and onwards
Core holding in each regardless for when the lithium sentiment returns shortly - will be back a 20k+ before the end of the summer
Wiseinvestor23
I agree entirely, it may take a little while but the best things are always worth waiting for 👍🏻
Cheers mate - I though you meant one in Portugal
Have bought back SAV, Znwd, ALK and EMH over the last 4 week weeks - the European critical mineral space is going to get a big boost very shortly from the CRMA
New Gigafactory in the Czech Republic for EMH
The environmental approval was huge green light here for SAV, one of the biggest hurdle solved
No cash requirement, go and troll elsewhere, you don’t sound intelligent enough to take on this board
TATA (JLR) building a £4 billion plant in Somerset, due to SOP 2026.
Sunderland already in operation and has been for a few years.
Apparently another 2 plants are being planned but it’s only talk at the moment as far as I’m aware.
What gigafactory mate? Thanks
New gigafactories planned and need raw materials to manufacture EV batteries.
EU looking to back new initiatives, I’m betting on a win.
GLA
Losses are from increased activity in taking project forward
Fund Raising was over subscribed
Recent drilling results very good
Plenty of planned news to come within weeks (Resource upgrade, Partner Update, etc)
Could be watched but depends what side of the fence you are on. In my honest opinion, there is certainly a high chance of Missing Out when news comes.
Bigger losses, more fundraising no difinitive PAT - Best watched and not a good investment at the moment.
'Mr Emanuel Proença has been appointed as an Executive Director to the Company's Board of Directors with a commencement date of 15 April 2024, and has elected to take his fixed 2023 bonus in shares in lieu of cash.'
Nice!
And the good news starts today !
GLA
To May, and hopefully lots of news before then, as promised. Lots going on not only on the ground but more importantly in the background, exciting times. Wonder what next week might bring...
Massive re-rate incoming, wouldn’t be surprised to see 100-150% by end of month
For those that struggle to translate, some pertinent extracts:
“ "Savanna's process to identify strategic partners has now advanced to phase two, on time…….. "As planned, we are now moving forward with a restricted list of potential partners, who are expected to take the necessary additional steps in the coming weeks,
Emanuel Proença told investors that the strategic partnerships should be signed by April 2024. In addition, the company is also looking for "additional sources of public funding" for the exploitation of lithium it wants to set up in Portugal to start in 2026.
At the end of April, Savannah will publish its annual results for 2023 and will organise a new online event for investors”
If that isn’t the sound of an egg timer being turned over, not sure what is.
Thanks for posting Holt
Great positive article some EU money would certainly grease the wheels
This needs to be read, widely.