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3-3.5% li20
Nice find RH!! Certainly positioned well and that map brings a nice big smile to the face!!!! GLA
LITHIUM PEGMATITES shown in RED thanks to Namibia Rare Earth Inc presentation ! I guess Tantalite Valley DOES have enough Lithium then ;-) https://www.newswire.ca/news-releases/namibia-rare-earths-inc-completes-acquisition-of-critical-metal-properties-and-closes-private-placement---cobalt-is-first-priority-674708563.html
The expansion is supported by Pilbara�s Chinese customers General Lithium, Ganfeng and Great Wall Motors. The pre-feasibility study shows the 5Mtpa operation would deliver about $11.5 billion in revenue over an estimated 17-year minelife with life-of-mine EBITDA of $6.5 billion. The study gives a post-tax net present value of $2.1 billion based on a 10 per cent discount for an internal rate of return of 56 per cent. The payback period has been estimated at three years based on an assumed spodumene price of $US594/t including shipping costs and operating costs of $US225/t. Pilbara Minerals shares were up 7.5�, or 9.43 per cent, to 87� at 11.30am.
...it gaining strength. Little top up for me going through first thing, march is fast approaching!!! GLA
Truth be told I do`nt care if its Ta, Li or a combination of the two that propels the sp past 30p. I just hope its soon! TP
Thats okay RH... I am banking on the Tantalite myself as any Li extraction could be a while away, the tanatalite should be enough to do the job financially.
https://globenewswire.com/news-release/2018/02/01/1329987/0/en/KEMET-Announces-Chinese-Manufacturing-Joint-Venture.html http://jianghai-europe.com/news https://www.openpr.com/news/952507/Discrete-Capacitors-Market-Global-Industry-Insights-Trends-Outlook-and-Opportunity-Analysis-2017-2025.html https://www.azom.com/article.aspx?ArticleID=9196 An old document, but still explains tantalum and lithium connection - supercapasitors HC Stark mostly European operations = Change in KENV auditing process to formally accepted EU standard across the whole Aftan grouping.
The mine audit was from the second customer for other minerals on site. As far as I understand the first 'customer' will take all our tantalite but demanded a high grade.
Fair do's! Its a reasonable assumption. Found this really interesting article regarding the comment from 4unme about apple. Looks like they are buying cobalt directly from the central african republic. If cobalt then why not tantalum? https://www.bloomberg.com/news/articles/2018-02-21/apple-is-said-to-negotiate-buying-cobalt-direct-from-miners
LJ was director tantalum mining and supply chain at kemet.all guess wotk really
Heres hoping..Larry did say they have gone right to the top users
What makes you think it's kemet? Had a quick flick through their website and yes tantalite is listed but no indication KENV is supplier.
Understand was likley kemet the customer
That would be nice
If we get RNS saying apple is one of the customers, this share price will be north of 30p.
Thought it was an excellent interview..he definitely instills confidence...
Where though ?
Key component in electronics. KENV obviously have one of the top 3 users imo, Apple, Samsung, GE etc. Right management, right component, right place, right time. BUY 12p
I was and am a lithium man myself and Tantalite Valley is full of Lithium, but doing research over the weekend made me realise the importance of Tantalum. I can now see why LJ refers to increasing the grade and showing production flow to meet the clients requirements tantalum specifics is so very important. How much and cost I think at this moment is irrelevant. LJ has to supply a constant fine grade Tantalum and hit both targets ongoing. This point is crucial more than the money it generates. The quality if client is where the volume will come in and once the increase can be made , then and only then will KENV be the talk of the town. See I didnt mention the imminent LITHIUM JORC once ! That ok Mr C ? Trying not to sound too excited, just like Larry lol. Enjoy your money when it comes.
Kemet. But equally HC Stark. Fun isnt it Animal lol. Buying pressure again. I wiuld rec Catpaws post a few days ago with the youtube link to Larry Johnson talking last Friday. Listen very very closely. All the above ok Mr Cautious ? Just pointing out research people may want to read and listen too ?
Totally agree..lets get the Tantalum right first..Li is a lot further down the road
Think we should just concentrate on tantalite at moment this is what we mining and shipping right now we need to know how much we shipping and payment receiving the lithium is for further down road