The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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I’m in very similar position and have just listened to the interview on the Kenv website for reassurance. Happy to hold as of everything aligns this should fly. News on the 2nd customer will be a game changer I hope.
I'm holding c�20k at a similar average & definitely nervous, in being down right now and for what the upside may or may not be.
Chortle. You seem to be nervous!
Now holding £28k worth of these at average of 6.8 now. Just been trying to average down when spare money can come available. Tell u something this better fuking turn out good
LITHIUM JORC imminent and progress on metre's drilled ? ( Kemet / Chinese JV shipping ore / LCE to China ? ) See my post earlier on who are already processing and shipping onsurface TAILINGS within just a few months of purchasing the land. News on clients interest increasing ? VERY STRONG BUY - imho. Please DYOR. sorry Mr Cautious. Just pointing out what another Namibian company are actively doing and see a direct comparrison. They are actually doing it. GC hinted at it in his famous BS speach over 12 months ago, the one that made KENV uninvestable at that time. So have things changed ? We will see soon enough. For you ditto your other holding where the boss is today talking to a HUGE person. Tick tock (hate the phrase but applicable today). Both will hit highs on specific news.
New news on progress with the new company name in 3 trading days? New presentations and media reports.
Emh should be at £1.50+ steve. LTH know my target here based on Lithium only. Approx 30p. Tonnage, multiple 'known' pegmatites, also containing more Tantalum that KENV are already selling to NYSE listed company. Audit by a client being done on licence just ready for the drill cores being sent out for imminent LITHIUM JORC.
I think RH was referring to EMH not KENV but I may be wrong! TP
1.50 how do u come t get that price. Or just massive ramp.still some off loading stock holding price back
Pranchalee, learnt a lot getting the knocks and losing money on GDL. Never again would I invest without knowing the geology by hand. I cant run the company, so thats imho my risk. Everything else is spot on, just like emh. If it wasnt for politics and ceo messing up, it would be and should have been £1.50+ by now. We just have to trust, but its never going to stop me spending time looking at the back doors, connections and where the ceo can make a buck. Its not our game, its theirs. We just have to think smart. Time is short but I dont want to lose any more money to liars.
Wonder if they already ship Tantalum too ? Who too ?
Desert Lion Energy began production of lithium concentrate from stockpiled material at the Company�s lithium project in Namibia in December 2017. There are approximately 700 thousand tonnes (kt) of stockpiled material and 100kt of fines located on Desert Lion Energy�s exclusive prospect license that will be processed over a 12-month period. Following the production of lithium concentrate from stockpiled material (i.e. Phase I production), Desert Lion Energy plans to commence production of lithium concentrate from in situ ore (i.e. Phase II production), which is expected to begin in the second half of 2019. The Phase II production schedule will be based on results of a Preliminary Economic Assessment, which the Company plans to publish in the second quarter of 2018. Anyone thinking what I am ? GC ( gobshite ) but he did say they could be in production within 3 months. Yes I know what you are shouting back at me....it was BS. Well, someone else in Namibia is doing what GC hinted at. Lets see where this all goes, soon the new company will be able to tell us ??? Who knows ? VERY STRONG BUY imho
I go along with buy. 300,000 and 150,000 same minute.
Im assuming that 300000 is a buy at 4.4 all no showing as a sell
Exactly. Lithium JORC will make us all happy, even if further funds are needed to increase the resource. I am really really interested on the process of extraction to client and all thats in the middle to client. A - raw ore lithium spodumene B - Some LCE processing C - Full plant and HYDROXIDE production D - Buyout / JV to minority holding with NYSE client OR Chinese holding 51%+? Bouncing nicely too. Going to be very interesting once that JORC comes out for sure.
cautious is good, you don't get disappointed.
4unme. I am excluding Tantalum sales and basing the expansion of the mine on the lithium demand and tonnage they will be looking to produce soon. Tantalum is cash to fund growth, but until they say what the values being generated are I will exclude as its guess work. Good point though to keep in mind a cash stream could possibly already excist. I am on the side of caution as is Mr Cautious lol.
KENV doesn't need to raise cash if the company is selling Tantalum 2 tonne per month?
Interested to see if a raise happens at around 4-4.5p ? $2M in the coffers @ Dec, but doing JORC on Lithium. The Walkabout Resources presentation showing highlighted Lithium pegmatites on KENV licence in Red along with the data they had just announced of 120 pegmatites next to KENV. I would , if part of the geology team, would be asking to supply data for Homestead & Lepidolite Mines Lithium JORC, BUT would 100% be asking if I could test the Northern boundaries shown on the Walkabout info image. Giles Clark, for all of his BS did point out a 27km pegmatite North of the main Homestead mine. I have looked in to this myself, did so at the time. Now Walkabout are showing up 120 more pegmatites just North of this feature GC pointed out. I would be asking for another $2M for more testing and what I would expect to be a very large probability of already being able to double any announced JORC that is currently being done in specific known lithium mines. I would be happy to fund this and have cash sat waiting for any raising. I look forward to the 1st JORC and possible raising to add to the resource. Estimates multiple Billion dollar licence, excluding Tantalum. Please DYOR.
bought 46731 shares.
Looking forward to next week and the following weeks in March which will hopefully bring a few rns for clarity. I guess the new name will mean new promo material for possible new buyers and those not aware of Namibian Lithium Tantalum and possibly a few other REE's which could be stockpiled and sold at a small tidy profit ? Robidium? Anyway it seems like a solid base is now being built. Anything sub 5p is positive in my eyes with what the data already shows.
Seems to be frozen along with my feet. Keep warm all. TP
.......if you have not already received. https://materials.proxyvote.com/Approved/99999Z/19840101/NPS_345990.PDF GLA
Unfortunately can�t make it to the agm, would love to look GC in the eyes and hit him with a few awkward questions. Off to Australia on Tuesday via a Bangkok stopover for 3 nights, -4 here or 93 in Bangkok and humid mmmmmm :)
Wish I could but got some other things to attend to. Hoping one of the other posters here can give us some feedback as I am really disappointed that I cannot go.