focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
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Weird - looking at the trades it seems like a temporary blip. Subsequent trades going through at 1.8
Trading view showing a 50% increase
JV in the bag,,, maybe
Still showing - good news?
Can't yet find this sp on site other than this !!? So guessing it's not correct
Please let it be genuine and not just a fat finger trade - not hopeful but willing to be surprised
Random 58% jump
They mentioned it was going to be available to watch online, wish they would put it up already
26/27 methinks
Look especially slide s 16 and 17. Potential share increase this year from current 0.02 to about 0.3 that is average for post DFS companies.
Thanks Osaka
Https://www.savannahresources.com/media/c1qoc3hl/investor-event-presentation-jan-2024.pdf
No video yet
Couldn't go due to the train strike.
Has anyone seen the link for the presentation last night?
I've read a lot about hydrogen, it seems it may prove useful in some large scale trucks, and energy storage where there is excess wind/solar. As previously mentioned, it's not going to replace EV's and they will eventually split (my view) into smaller journeys-Sodium batteries, longer journeys (most cars) Lithium battery chemistry. It's getting better and better each year, the Lithium SAV supplies will go into batteries doing about 5+miles per kilowatt.
Definitely more CD! The reason being is that ALL global car manufacturers have committed to EV. That is no small undertaking as the infrastructure to do that takes years to develop (hence 2030 deadline).
This includes everything from Sourcing, Design, Factory floor infrastructure, Training, Marketing, Dealer support etc.
For all our sakes, let's hope that Li demand for EV & other batteries proves to be more akin to the CD industry with a decent lifespan & widespread adoption and not the MD which seemed to come and go very quickly and was never that widely adopted before streaming and downloads came along to wipe them out.
Was anybody able to attend?
There is logic in both opinions and yes Hydrogen is new to the market.
However not too many years ago EV chargers were a rarity but now 10’s of 1000’s.
It will take time to evolve, I’m just hoping we start mining before Hydrogen gathers momentum.
Recall an article suggesting there's only a dozen or so hydrogen fuel stations in the UK. Would need significant investment from industry to meet demand.
Quick Google for comparison shows 31,000 EV charge locations. If National Grid and the network operators can execute the connections action plan in a timely manner it should further improve capacity and connections for EV charging in the coming years.
Generally agree with Ali though, both EV and hydrogen with have their place.
Hydrogen will not be a feasible solution anytime soon for mass car market. I cannot see your local petrol station selling it in the near future. It leaks very easily. Needs special plants etc. industrial use highly like. Electric cars will be in the mix. And various different battery technologies depending on vehicle size will be in the mix. Those are my thoughts on it.
BMW CEO announces on LinkedIn that the auto company will be manufacturing Hydrogen powered engines from 2025.
Hopefully we can get this project up and running sooner rather than later 🤞🏻
GLA
I presume the legal advice is required by third parties who wish to engage.....?
Good news today - hope the investor event goes well
Is anybody able to attend? Would love to go but just not feasible.
Https://x.com/jmroberge/status/1751198980867047855?s=61&t=AJxxcVs_tbxqv1S84UYMow
Has it been here before?
IB … Let’s see what Tuesday’s Investor presentation brings. I have taken the opportunity to top up quite heavily at these prices. Hopefully I won’t regret it. Having a great ride with RR from mid 70’s so a little safety net in place