focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
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What a mess. I'm not invested so heavily that I have to stay but I feel morally obliged to put a stop loss out for a family member who I encouraged to buy in at a higher SP than I did. Really unimpressed
Agree, bit of a mess, doesn't appear material but confidence is low and this doesn't help. Could be an absolute bargain to buy into today or could be the smoke before things get toasty. There's precious little activity on the exchange here most days, is there much in Canada? If not, wonder why they're bothering listing there
It would appear to be a very foolish error . Thankfully they do not have to raise any funds in the near future at this price. How can you not know your auditor is not approved for reporting on another exchange. A buying opportunity for some but my exposure is at its top end of acceptable so won't be taking advantage.
Not many posts after 16% drop. What game are the BODs playing? Is it careless or what?
W/T/F are they doing...or is it a ploy to get the price down for folks to buy in...just so you all know at the moment i am not in
Oooph
The supply chain for electric car batteries is changing the world’s geopolitics
The rising demand for electric vehicles is changing the geopolitical landscape, as the world pivots away from fossil fuels towards the materials critical to the EV supply chain. As manufacturers and countries race to secure the supply of raw materials for EV batteries, new opportunities and geopolitical risks are emerging. Benjamin Jones, Viet Nguyen-Tien, Robert Elliott and Gavin Harper write about the implications of the race for battery-critical resources.
The potential future imbalance between supply and demand is a concern. Some critical materials are used in multiple emerging technologies, and as these technologies are being rapidly adopted, the demand for these materials is growing exponentially. For example, the global demand for lithium is expected to increase by up to 89 times current demand by 2050. However, meeting this demand involves long lead times, averaging around 16.5 years according to the IEA.
https://blogs.lse.ac.uk/businessreview/2023/06/27/the-supply-chain-for-electric-car-batteries-is-changing-the-worlds-geopolitics/
China unveils US$72 billion tax break for EVs, other green cars to spur demand
https://www.channelnewsasia.com/business/china-extension-purchase-tax-break-nevs-until-end-2027-3576561
That is massive news for Lithium battery demand.
It does need good news to push the price up, but it doesn't need it today or even this week or month. They can only drill as fast as the drill rotates, so news will arrive when it arrives. If you want a fast moving stock, this isn't it, yet.
Some good news is needed to push the sp!
:)
Fitzroy also said 20p was a realistic target;5 p is an incredibly cheap price to pay imo.
From the meeting:
Panmure 20p target
Red Cloud 40p target
NO fund raising!!!!
2.5m to come in royalty payment with resource upgrade this year.
'We have plenty of cash for our plans.'
"A phenomenal time to get into Bradda Head."
"Huge upside potential."
I just watched the live webinar. I lost count of the number of times the word "exciting" was used. Nothing new and I would be intersted to know how many of those joining were actually potential investors, rather than those just hoping for reassurance.
Having said that, the results this week were good in my view.
I always knew this was going to be a long haul share. We have drilling then results, then drilling and results and resources grow.
Watching the webinar I need to know when we can and if we have enough, we can start extracting.clearly we will need funding for that or a JV.
2025 for any real movement?
Another encouraging set of results .The mkt is underappreciating the huge potential of this Lithium play imo.
Been steadily loading up over the last few months and very happy with the cheap prices.Would be surprised if go much lower.Looking forrward to the QnA presentation later this week.
Looking foward to it.
This is the first time the grades and intercepts have started to match the enthusiasm, for me. This is chunky stuff, and seems to back up what they were saying about the development of the clays. I'm slightly confused why there isn't more of a market reaction, but personally, this makes me happy to hold and wait
Still a long way off for monetization. Lots of money needs to be spent. They will need more money than what they have to develop this asset.
They must not be interested in attracting American investors on the West Coast if they buy online seminar time for 3:30am.
Presentation will start 25th May 2023 at 11:30am BST.
Quote: "
The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.
Investors can sign up to Investor Meet Company for free and add to meet BRADDA HEAD LITHIUM LIMITED via: https://www.investormeetcompany.com/bradda-head-lithium-limited/register-investor.
Investors that already follow BRADDA HEAD LITHIUM LIMITED on the Investor Meet Company platform will automatically be invited."
My perspective: This is our chance to ask those interesting questions. Well worth the time. Google: "Investor Meet Company Bradda Head" and listen in .
Sadly I cant make it as I am travelling that day.