Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Total Market Ablutions motto "never let the facts stand in the way of an inaccurate story"
TBH, I am just pleased to see JAN get a mention anywhere! It's almost like the company has ceased trading - although that would at least generate some publicity!
Crikey, what a motley crew to be chucked in with.
Well done on managing to write an article where you get the share price and market cap wrong, fail to update readers on the successful Fodere testing (and the upcoming 25-tonne test!), plus the significant stakes in both BRES and Fodere itself.
“…A return to a low inflation, low interest rate environment, would of course help these kind of value small caps to do even better. And, above all, they tend to be overlooked by analysts, with share prices that can be grossly inaccurate relative to their earnings potential…”
With so many companies at exceptionally low valuations, the time may be right to look again at micro cap stocks that have the potential to supercharge portfolio performance. Below we pick out a 15 small cap companies worth watching :
https://total-market-solutions.com/2023/07/does-lower-inflation-mean-better-times-ahead-for-small-cap-investors/
The AGM voting could be a little eye opener next week (don't forget to vote!).
If any discord is shown towards any of the board members it will be interesting to see the response.
Going on CEO's reaction last year to the shareholders' disappointment when the mining report was released, it could be a bit spicy...
Isnt he in at 1.30. If so he is still in profit
They have turned the company into a dead duck
I am voting against him too. He does not communicate. It is his duty to communicate with shareholders.
Sneak, try to send direct to Brian and you will see... This is why I will vote AGAINST Him... always it's the same.
Luis it's completely different, He's answers email's, phone calls, try to help as much He's can...
We should be united and give a strong message to Brian and vote against Him...
Trust me, many of us are not happy at all with Him...
Hope you have a nice day & weekend.
I tried emailing the company a week or so ago and got no response. Any one have luck contacting them?
Is the reason why JAN is collapsing, rather than realising its TiO2 potential, down to the "McMaster Effect"?
Several years on, and nothing much to show for the land position and presentation potential.
Nothing to get excited about there as far as I can see. Still holding patiently here but I get the impression that this is just teading water waiting for markets to improve.
Pleased to see Blencowe are getting great results from their samples. I believe their next intention is to process a 100t sample with the same company (Jilin). Be nice to see our interest in Blencowe reflected in our SP if they succeed.
Looking forward to seeing if the Pitombeiras bulk test sample sent by JAN proves as successful as our earlier sample too. Hopefully don't have to wait too much longer to find out...
Think it’s jumped over both the 50 and 200 day moving averages today. Let’s hope it continues on an upward path.
https://uk.investing.com/commodities/iron-ore-62-cfr-futures-technical?cid=992748
And I realise we have Sarah Lowther promoting the Ti for EEE in a video when I open this webpage - it’s like we’re being trolled!
Think I’ve seen Isabel listed as part of our PR contact at St Brides. Maybe this will trigger a reshuffle of resource.
https://polaris.brighterir.com/public/tirupati_graphite/news/rns/story/xq3v97r/export
And the Fodere source material doesn’t really even have to be mined or transported. It’s just sitting in a heap within a few metres of the proposed plant site. Think I got to something like a dollar per tonne nominal purchase cost.
Difference in promotion.
Have EEE CEO calling 5% tio2 as high grade and really promoting.
At Jangada with Tio2 at 9% along with credits for vanadium (0.44% grade) and iron ore (45%) we have Brian trying to suffocate any interest in our project!
Fodere with tio2 at 32% along with vanadium at 1% grade also with poor PR (although they’re not currently listed) including no presentation on their website.
Frustrating and easy to forget just how high a quality our asset is in grade and the potential of fodere, not just in their S Africa Witibank operation, but in having the rights to their propriety technology in S America!
Approaching 11mths since last set of Fodere updates, hopefully it’s the financing/offtakers aspect that’s announced next and soon. Sure we’d all like to see some published information for the market…
Will do. Just to make it easier to find I've stuck a follow on (G853), and will give those tweets a read. Thanks.
I would suggest having a look at my Twitter (same handle - goleftmassa) and the recent tweets from myself, Dcat, etc. on the potential numbers behind Fodere.
In simple terms:
1) Fodere is very much looking to construct a South African plant (see their website for details) and it is important to remember that they have purchased 44mt of stock feed for this very purpose (this equates to $27.5bn of contained metal);
2) Fodere's plant intends to start at 22kt capacity and expand to 80kt at stage 2 though. At 80kt, we are looking at 550 years of mine life, so one would think they'll be a stage 3/4/5/etc. here too...
3) We can only guess how the technology would apply to Pitombeiras at this stage but, if we assume that the 25t bulk sample is successful, it isn't inconceivable to imagine it acting as a showcase project for the South America IP rights.
4) We haven't got any information on how the licence rights will work with Fodere, but I imagine they could get royalties/licence fees from Pitombeiras and/or any future projects utilising the tech...
Fodere is blue sky... even if JAN got diluted by 50% in any future raise to get production started, a ~4% interest could be many multiples of JAN's current m/c...
Please excuse my ignorance but I'm just trying to get my head a little bit more around the Fodere involvement and process carried out on the Pitombeiras sample mentioned in the last RNS.
Although it was very welcome news it wasn't that clear on the Fodere business link side. I wonder if anyone could shed a bit more light or had views?...
I'm guessing the test sample sent to Zambia and the subsequent 25T bulk sample were/are being processed Fodere's 7T pilot plant they started building last year. I further understand that Fodere also started a JV in North America with Titanium North America last year and are at early construction phase on a pkant in South Africa. Therefore at the moment there appears to be no large bulk processor up and running.
However, the last RNS mentions that we hold the IP rights for the the Fodere process in South America.
So, if the 25T sample does come up glittering, who would be financing and running the 'Fodere' processing plant in South America and do we think there are any firm plans to actually build a plant yet regardless?
If one were to be built, do you think it would it be open to other miners/waste material producers too and, if we hold the IP, would we directly financially benefit? (After all, the processing plant has the potential to outlive the mine life). How large (or how many) and where could the plant be located and when?
I'm just trying to further understand the potential overall value here (incl. BRES & Fodere aspects) and also some of the potential future expenses.
Although stable, at the moment the current SP seems to me to be wholly dependent and centred on the long awaited Pitombeiras final PEA report rather than anything else.
I'd guess someone's misunderstood yesterdays dispatch re the existing 'user guide'?
It's only a rectification of the Guide No.
Anyone have any thoughts?
Recent BRES video presentation got posted earlier for anyone interested.
Tries to explain the China/US angle. Also seems clear it’s a big resource.
https://www.youtube.com/watch?v=TS6GCdjyWH8
Topped up 1000 today.