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Gents - if there is nothing to announce to the market, then there is nothing to announce to the market.
It seems to me that yawl want a big juicy story about CMRC being all happy and convinced about adoption of pozzolan into their supply chain. As do I.
But until a CMRC says they are interested or prepared to do that, it would be really really really tough for management to announce something to the market.
Best you chill; best you pop this one in bottom drawer and hope for the best…. One day
Thanks Dip. I totally get the whole ESG and decarbonisation gig - that has started and will continue to build and build ahead.
I was hoping you had something more specific applicable to the cement and concrete industries on the tightening of legislative requirements.
We all seem to have bought the ‘coal is on the way out’ story which initially I know I took to mean flyash was on its way out and pozzolan (being the replacement agent) was on its way in.
But cement and concrete are such huge industrial sectors that forcing through changes there will likely be tougher than many here ever imagined. Process changes and supply chain change generally - unless there is some form of legislative directive telling operators to change their ways by such and such a date - tend to take way longer that ‘punters’ in the replacement technologies would like…….
That I think is going to be the case here with Sunrise. Plus it isn’t the biggest deposit in the world; yes it is sizeable, just not huge. Go check the blurb on Geofortis website ….. and it seems not much has changed with them this past while.
Coal plants need to disappear. Coal fumes and flyash also need to disappear, but I worry that will take longer than hoped here. But if it does, then Sunrise should absolutely fly.
Could you put this up Patrick’s arse?
Pozzolan & perlite
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I think his communications are OK, he keeps the RNS’s to the material. Half year end of year, a little more detail, such as what you have mentioned. Just a matter of patience.
The only thing new that came ou5 of that was hazen, Nevada which is a new claim , and the sepiolite claim which is being tested by European industrial mineral company , ( none of these acquisitions / claims were put in an rns to inform investors prior to the audited results ) or have I missed something . The detailed finances discussion was the only new thing ( everything else we knew on the limited activity for 2021 .fact it’s **** poor that since May we have had virtually nothing in terms of new info that has been disclosed via rns . PC really needs to pull his finger out of his arse
From what PC has said it would appear (to me) that we are in a stronger position now than when we were at 0.3p but this is not reflected in the SP. I can understand everyone's frustration, myself included but things should turn out for the good.
If it is guesswork for everyone then pray tell us what was wrong with his report for the year released before Christmas. I thought it was comprehensive, and gave a reasonable amount of detail about all our projects. We all await the detail of the value determining CRMC deal, which will not be dribbled out, but be in the form a long term partnership contract. Moan after that comes out, if it does not meet your expectations as to value, in the meantime it is all guesswork.
It’s guesswork for everybody because PC has failed to communicate with his investors . You can’t make informed decisions on investments when you are not informed in the first place
It is small fry relative to other directors on aim, they are aligned with shareholders by receiving shares. Save your negativity to after the Big RNS, we might all be agreeing with you, but until then it is just guesswork on your part that it is going to be negative.
Well that’s killed any sp progression leading into the AGM . Well done PC ! You really do not deserve this allocation imo .
Hi MM - it will vary from state to state and of course country to country - but across industrial sectors we're talking about decarbonisation, carbon neutrality etc. being brought to bear on the likes of CRMC's, mining companies etc. Also, look at marketing/PR efforts nowadays in terms of highlighting use of recycled materials both towards consumers and investors too.
If you look through the annual reports/presentations nowadays for many related companies in these types of sectors , you can see a huge impetus in trying to implement initiatives to reduce their carbon footprints and focusing on existing success they have shown. I even noted of a majoe Jewellery company promoting the ESG initiatives of the mine they sourced their Gold or SIlver from, was a while back so can't recall specifics but was quite an interesting slant on their marketing I thought at the time.
The above and the resultant demand for concrete with the planned infrastructure spending in the States should bear well for SRES in the future IMO.
or some anticipation that news will drop in the build-up to the AGM........(we can but hope!!)
A large buy order for it to move that much
Things looking up today
Keep the faith fellow SRES Investors
Our time is coming :-)
Dip - what are the legislative pressures you are thinking of ? Keen to understand your thinking here. The more of this brought to bear, the better for sure.
You do have a load of **** there Burton apart from Sres. You dont have the best track record let's be honest and it's a tad embarrassing you are promoting Sunrise. We actually has a product and don't really need promoted. The rnss will do the talking here and deals which I believe to be imminent....
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How could PC articulate a response with 100% accuracy to that question MM, it would just be an opinion, I'd rather research the answer myself than rely on his opinion, especially when he has a bias to talk about a near term demand for Pozzolan. Many excellent forecasts show very attractive potential and market growth for both Pozzolan and Perlite.
There probably is a fairly abundant supply of fly ash in the near term in the States - but where SRES will do well is (as with the CRMC PC is in talks with currently) - that most should be looking into Pozz and other ESG related matters. Certainly looking at the pressures they face from legislative, financial and social viewpoints, delving into their strategical focus shows that most are very much focused on these areas.
As I have said in the past, 'they' will want to be very thorough in regards to testing and negotiating - but we should get the news we want as they've moved on from just testing, so I expect a positive outcome here :-)
A good question mr m, hopefully you will be there to ask it
On the off chance there was a Q & A at the AGM, a reasonable question would be whether or not supplies of fly ash really are dwindling. Or whether dumping of existing fly ash stocks is being experienced.
Generally, the only way major corps change their production processes is when key components in the supply chain are under pressure. And given there does not seem to be much hurry to bring pozzolan into their supply chains as yet, this suggests there is still plenty of flyash washing around the market.
Sadly.
One things for sure this BOD really need to step up in terms of communication with their investors .2021 was a car crash in respect of this ! As for PR well that’s none existent ! . In respect of our new claim at Hazen and also are sepiolite interest elsewhere you got to ask why this wasn’t released to the markets via RNS .over to you Patrick as I’m sure your sweating with the age coming up and you will be facing some pretty p—-ed off investors this time round .
I would agree with you, but we also have the second CRMC coming up on the wings, so it could spur them on for an AGM deadline! All will be revealed in time. Relax at least we are not in invested in tech and seeing the profits fall away!