Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Where's the corporate update about the great news? Or have we quietly sold out of it to pay for a couple of spa days for Kiran?
After destroying roads, bridges and defaulting on millions, mining company may leave Amapá
Led by businessman Li Ping, from Hong Kong, Cibra Mineração won the chance to ship manganese stored by Icomi in Serra do Navio
A businessman with a troubled background, of Hong Kong nationality, is the latest character villainized by the mining market in Amapá. He even convinced justice authorities, posed alongside politicians and promised to unlock the mineral sector, if he had the opportunity to operate in the state.
The chance came, he embarked 11 ore ships, stopped paying for the last three, and even sent two to get more manganese, but the courts now blocked him.
White card
Li Ping assigned his executives to make several forays into Amapá, where he installed offices and luxurious functional residences, until he qualified for a legal process that would define the direction of the approximately 5 million tons of manganese remaining from Icomi SA's mining, even after of its insolvency situation.
Ping's company, Cibra, even left behind other mining companies that had been fighting for the right to succeed Icomi in Amapá for more than a decade, such as Tocantins, Ecometals, Durbuy and Brica. He convinced the powerful Cosco, from the Chinese government, to finance operations in Amapá.
Full article here
https://www.diariodoamapa.com.br/cadernos/politica/apos-destruir-estradas-pontes-e-dar-calote-milionario-mineradora-pode-deixar-o-amapa/
Told you it was you who was the jinx 🤣
Lost/lol just like every thing l touch
Thanks @ Maddog I'll have a look at that - fed up of all this Sonora Guff 🤣
From REM plc ,London South East site. Link: https://www.lse.co.uk/ShareChat.html?ShareTicker=REM
I posted last night:
[1]"SEPARATION OF CLAY FROM LITHIUM CAN BE ACHIEVED. IT IS A BREAKTHRU."-BNAmericas @Claudia Sheinbaum, the Presidential FRONT Runner. It was said only the CHINESE had the tech but now the Mexicans may have gotten a breakthru to do it also. BNAmericas article 19.4.24
[2] Kiran Mozario, CEO of KDNC to BNamericas, 18 Mar 2024: " As we remain on schedule to secure the installation of licences by the end of the yr, we are ---------SEEING EXPRESSIONS OF INTEREST from potential PARTNERS to INVEST IN PROJECT EQUITY FINANCE ELEMENT. Once completed, the RE-COMMISSIONED AMAPA MINE ---------CAN RE-START --PRODUCTION, SAID KIRAN MOZARIO, CEO OF KDNC."
[3] "Sorry, typo mistake: Should read US$ 2 2 . 6 BILLION, not $26bn from S & P GLOBAL INTELLIGENCE DATA on SONOARA LITHIUM @BNC-GAN/REM.
7at tautton
"Electric car maker TESLA may set up manufacturing plants in India & MEXICO in 2025."-Business Standard, 24 Apr 2025.
1 hr ago @5:30pm. The other article is from 11 hrs ago.
This article 's source is citing Elon Musk is from this Tues's Tesla EARNINGS call. Usually earnings calls is with analysts and one can listen in. So, LoL, 2 versions of the same Tues Tesla Earnings call.
==]
KDNC VOLUME: On HL, it recorded the same volume as the London Stock Exchange at 847,906 shares vs 346,000 approx on this site?
https://www.hl.co.uk/shares/shares-search-results/c/cadence-minerals-plc-ordinary-1p
https://www.business-standard.com/industry/auto/electric-car-tesla-may-set-yp-manufacturing-plants-in-india-mexico-in-2025-124042401109_1.html =]
@SAKHTAR786 -Absolutely mind blowing re: your link from Jornada which I have just read in English. I quote verbatim:
"MEXITAL MINING=============WHICH BELONGS TO TESLA LITHIUM===========, the latter is STRATEGIC, ===AS IT IS ==ADJACENT TO BACANORA IN SONORA, NOTED AS 1 OF THE ------GREATEST POTENTIAL-IN THE WORLD."
Thank you. @Jimb2 and all invested. I did NOT want to post on this forum anymore because this is a racing forum and ship watching only etc. So, there are some BIG DEVELOPMENTS : [1] From the horse's mouth ie Kiran Mozaria, CEO of KDNC on partners for the Amapa iron ore project speaking to BNAmericas @Mar 2024, [2] S & P Global Mkt Intelligence Data put the value of BNC [think it will also be the JV of 30% with REM] at US $ 2 6 BILLION for SONORA LITHIUM, MEXICO. [3] Claudia, the next favourite in the polls to be President of Mexico may have got the BREAKTHRU in lithium clays via a Geo. BNAmericas reports and this is also recently and via the Geo's Linkedin. To get to my post, go to my profile and see the posts I posted on ------------LONDON SOUTH EAST REM. This site is closed but I can access it. Why did I post on REM? So, that it is posted and cannot be edited and therefore oh, I meant to post etc - it is there to read and check.
Comment: TESLA MEXICO IS NEXT DOOR TO BCN/GAN/REM MEXICO ------I recall DL saying that it is CONTINGUOUS re: Sonora mineralisation via his interviews or his Twitter. Barksy1, myself and Observer842 used to follow REM Twitter and everything DL tweeted closely. I know who Observer842 is on Twitter as he used to like DL's posts on REM Mexico etc.
@news look at this link re Tesla lithium project in Sonora https://www.jornada.com.mx/notas/2022/01/27/economia/silver-valley-y-tesla-otras-mineras-extranjeras-tras-el-litio-mexicano/
Throws Mexico, India factory plans into limbo....
https://finance.yahoo.com/news/teslas-shift-low-cost-cars-010315662.html
His maker
Has any one ever met obs ?
Well, as long as the police are content that's fine, night night Jim.
The content police? or you sleep walking?
Does that bother you Jim?
But you keep coming back to read it, I take it you read or just cast an opinion perhaps,
Not as exhausting as ploughing through all the crap on here.
though! : )
Well @Ericthered,
that must have been an exhausting day for you dreaming up the encore - it does show the extent of your creativity.
@News,
my view is that either CATL or BYD would be the companies to be providing batteries to Tesla in Mexico, CATL already supply Tesla elsewhere and would be my first choice as it appears by gossip they will be providing model 2 batteries but they have in the past pulled out of plans to build a Mexican plant, BYD are close to announcing a Mexican plant and do provide Tesla elsewhere.
I'm not hopeful that the Morena party will backtrack on A_LO's plans for lithium, although a longshot is that the narcissists will want to have a legacy showing he was responsible for the development of the lithium industry.
Not forgetting GM and Ford are JV's with CATL
https://cnevpost.com/2024/03/29/catl-plans-plant-with-gm-north-america-tech-licensing-report/
GM already works closely with CATL, but that relationship is limited to the China market. The deal reportedly being discussed would bring that partnership to North America in the form of a joint battery plant located in either the U.S. or Mexico, along with a GM license agreement for CATL’s LFP battery tech.
Night night all.
Excellent @jimb2.
I quote verbatim from your article: " Lopez Obrador recalled the CONVERSATION with ELON MUSK was very productive, on 2 OCCASSIONS and HE WAS VERY RECEPTIVE." Dated 1 Mar 2023.
With Elon, never say never? Anyway, TESLA 's Gigafactory is awaited. I already posted about " M E X I C O - SILICON VALLEY FOR GREEN ENERGY." In the Reddit group , it is started under CADENCE MINERALS. But the Reddit group ended 1 year ago and they DONT KNOW WHO IS THE EV GROUP/S PARTICIPATING IN SONORA so that is awaited.
REM-KDNC
I am surprised that there is SUCH OBJECTION just discussing SONORA which is a VALUABLE ASSET TO CADENCE VIA REM MEXICO. CADENCE MKT CAP IS £7M and covered by EMH and Evergreen but will not cover the £7m if sold from my cals last night. But others can do further sums as I am not up on all the investments. AMAPA will take some time and it is useful if SONORA can be sorted out. IT IS A VERY MAJOR ASSET TO CADENCE-REM MEXICO. So, why no interest on this forum, I am not sure. But I will leave it to ya all. Franky is on the other RRR forum and I see everyone has gone so I had better take my leave as well. Thank you. News, Tues, 23.4.24.
Appreciated news… Tesla is definitely in a position to negotiate with mexico on the back of their gigafactory development to unlock their historical offtake interests in our sonora jv… and tesla have already commenced construction of their own lithium processing plant in Texas capable of processing lithium clays no less… amongst other more conventional ores… coincidence or forward planning… all those speculations made many years ago could indeed become real…
Have we been
Taken over by BOTs
My recollection is that AMLO was vocal at the time expecting Elon Musk to invest in lithium mining in Sonora, again if I recall correctly Mexico could not meet the US subsides being offered whereby the subsidy was greater than the investment so something like for a $1 invested the US gov would give $1.50 - I do recall AMLO giving that as the reason Tesla declined his offer
https://www.theyucatantimes.com/2023/03/lopez-obrador-open-to-musks-participation-in-lithium-plan/
[1]"Bacanora Lithium prepares arbitration for the cancellation of its concessions."-Expansion.Mx [English available], 16 1.24
"Co.....having tried to N E G O T I A T E with the federal govt to recover the concessions and NOT RECEIVING A RESPONSE. Peter Secker...would DEFEND the concessions with legal action --he told the Expansion, MX. " "Filing arbitration etc."
https://twitter.com/RedChinaALatina/status/1748400333242368075 16.1.24 Read the article as there is "tension" between BCN [G?] & gov and Litio etc not replying etc.
[2]FROM THE FAMOUS JOE LOWRY:
"You can forget about lithium development in Mexico for the foreseeable future...UNLESS ELON TAKES THE SALT SHAKERS to Sonora to work SONORA to work the magic his fanboys expect. Desperate times call for desperate measures. MEXICO THE NEW BOLIVIIA OF LI." -Tweet by Joe Lowry dated 19.2.23 https://twitter.com/globallithium/status/1627349607159066624 Lowry embeds an article by Reuters: " Mexico's Lopez orders ministry to step up nationalisation."
[3] Amy tweeted: " TESLA likely will place GIGAFACTORIES NEAR LITHIUM DEPOSITS in the future as their supply chain gets more localized. TESLA HAD A DEAL SOURCING LITHIUM FROM S O N O R A ." Amy has a vertified status on X and she embedded an article: " TESLA EYES MEXICO EXPANSION, EARMARKING A NEW EXPORT HUB NEAR SONORA LITHIJM D..."-Proactive Investors.
[4] "TESLA ASKED TO START CONSTRUCTION OF MEXICAN FACTORY IN MAR AT THE LATEST AS ELON MUSK FRETS ABOUT INTEREST RATES..."- FORTUNE, 24 Feb 2024.
So, the TESLA and Mex gov agreement for the Tesla Gigafactory is well known. I have other links as well if wanted ie govt chasing Elon. If there is an agreement and if Elon doesnt build in time etc, there could be more chasing etc. No one has seen the agreement but the general info is known. Hope that clarifies tomcat-14.