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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
Hope those water sprayers are remotely operated ..
Investment in the mining sector in not for non-patient people and money looking for quick profit. But finally the time comes investors will be happy. Time frame from ore firs ore finding to operating mine will be typically from 10 to 20 years. One example is lithium company Keliber in Finland. They started the development project 2001 and are currently building mining site, concentator and lithium refinery. Savannah should also build own lithium refinery to increase the profit of the company. Probably using Metso's lithium soda pressure leaching technology.
RNS tomorrow…
My experience is EXACTLY the same as you HumpyD, but the only reason it is a zombie is down to politics in a sad European country. Like you i feel sorry for anyone with large sums of £ riding on this one trick pony which is being damaged in the stables,by those with ill intent.
Maybe just because he’s utterly bemused by it. I still have a SAV holding from years and years ago but have long since written it off. If I’d invested the money pretty much anywhere else over the same period I’d be sitting on a nice profit. As far as I’m concerned my holding is so small it’s irrelevant so I may as well let it ride - but I get the feeling lots of people here are “all in” and are pinning a lot of hopes on this. My suggestion is that those folks should look elsewhere. This is a zombie. Always has been.
If you sold out then why feel the need to post? One person negative view is another persons oppurtunity. And why now 8 years after last post on anything? Maybe an alternative reason?
Yawn.... Used to own a few of these many years ago. It's going nowhere why do people have an emotional connection with SAV. Glad I got out and moved onto American tech companies. Really not worth it here..... always jam tomorrow. If you can't see that then maybe the stock market isn't for you.
In case it was missed
https://x.com/savannahres/status/1748377695203778716?s=12
SAVs excitement prompting all manner of communication.
Portugal, do not know the meaning of opportunity, this incredible sp reflects on the pathetic state of politics in this sad European country. They make our politicians seem almost fit for purpose.
Super slow burn this one - investor event in London end of the month?
Portugal have a massive opportunity here and so does SAV