Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
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In making this project as visible as possible to both indigenous and international alike... ๐ Now showing up on Portuguese national TV.... ๐
https://www.linkedin.com/posts/savannah-resources-plc_sav-blp-lithium-activity-7198370806349885441-0Q5Y?utm_source=share&utm_medium=member_desktop
SAV's Lithium spodumene concentrate supply is well needed.
Fastmarkets forecasts European mine supply to reach 135 kt LCE by 2030 but expects EV demand to reach 380 kt LCE in the same year, a shortfall of approximately 245 kt LCE.
https://www.fastmarkets.com/insights/will-europe-have-enough-lithium-to-meet-demand/
I'd happily swap share price with Savannah Energy !
In these days of automation, computing and artificial intelligence, I am almost given heart with an example of what might be human fallibility. It has happened on numerous previous occasions with a mix up between SAV resources and energy. Any excitement caused by the intra day Rnss were quickly dashed
It is very important to securesourcing of raw materials for EU when Xi Jinping and Vladimir Putin agree to bolster trade amid 'storms'.
https://asia.nikkei.com/Politics/International-relations/Xi-Jinping-and-Vladimir-Putin-agree-to-bolster-trade-amid-storms
Https://www.reuters.com/markets/commodities/eu-call-mineral-projects-eyes-joint-purchases-2024-05-15/
CRMA into force a week tomorrow. Sounds as if they may start to implement sooner than later.
Https://x.com/savannahres/status/1790670761260171271?s=61&t=AJxxcVs_tbxqv1S84UYMow
Another in the series on Savannahโs employees.
Whatโs not to like.
Wish we had a similar contact (with access to resources) where I live.
Interesting pull together of the headwinds facing legacy OEMs. Whilst US centric the read across to Europe and European OEMs is real and whilst the access to the US markets might be via the Mexican underbelly, Europe simply imports mostly direct from China with local badges applied.
European OEMs are rabbits in their own headlights and if Europe is to grapple with and survive, then they really do need to roll out the CRMA asap. Itโs not as if this point was not predicted with increasing warning signs over recent years. As said in the podcast, the US has to commit to get its hands dirty and mine / process. Europe is no different
I am sure you are correct IB, but I am also sure the US is only delaying the inevitable. Really informative podcast;
https://podcasters.spotify.com/pod/show/powercurrent/episodes/Michael-Dunne---Paranoia-and-Opportunity---The-Contrasting-Fortunes-of-Western-and-Chinese-EV-Manufacturers-e2j3f9r
Has a wake up grenade been thrown into the ring?
Rio tinto RNS,s at 2:30 today informing that they are presenting today at a mining and steel conference in Miami.
Maybe par for the course.
Maybe but doubt that anyone reading this board will be a delegate in Brussels and better it being detailed beforehand, even if on the day, than finding out after the event. Good to know that they are continuing to get their message across and raise the profile especially with the CMRA coming into play next week and what that may bring.
Why wait until the day of an event to announce that you are attending it?? Just makes them look reactive and unorganised imo.
Https://twitter.com/SavannahRes/status/1780875839376126318?t=wAns7PDz5tH6o1XJFSomvw&s=19
https://www.euronews.com/green/2024/05/09/critical-raw-materials-lithium
Deeply saddened to read this, he was the main reason I invested in SAV back in 2014 after meeting him at a presentation and later at other gatherings and promotional events. He will be greatly missed, sincerest condolences to his wife and family.
I notice from the share register details of what seems to be the transfer of his holdings to Dale Ferguson back in December 2023, so provision for his passing may have been a pre-empt for the sad news we have now received.
Good interview - Dfs planned for end of the year
Mick88
Yep very positive and hopefully the locals are being swayed to FULLY support this project ๐ค๐ป
GLA
I put my hands up for Emanuel.....got to admit I was a bit critical of his first presentation, but this one is a whole new ball game.....๐
https://www.investormeetcompany.com/meetings/investor-presentation-641
He came across as super confident, and it seemed he really enjoyed the occasion. I must admit I was impressed, and particularly enjoyed his continued reference to the project as part of the local community. Well don EP.....๐
Came and went.
Obviously enthused the massed throngs sufficiently enough to trend in a vacuum.
That said, reasonably positive progress on all fronts - over 100 interested parties, land acquisition, more favourable community involvement, local employment, greater Portuguese involvement on share register as well etc
Looking for a good deal rather than a speedy one - the right option to my mind and the CRMA comes into force around the 23rd May so may be of interest.
RIP DA....thoughts with his family and friends.
๐....RIP David....๐
He had an outstanding cv, and was a very talented guy.
RIP David
RIP