George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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“GRAPHITE EXPERT APPOINTED TO KASIYA DEVELOPMENT TEAM
· Sovereign further strengthens owner's team through the appointment of graphite and battery anode specialist consultant Dr Surinder Ghag as Chief Technology Officer - Graphite
· Dr Ghag is an expert metallurgist with 25 years of experience across critical minerals including graphite and rutile
· Sovereign is poised to become the global leader in natural flake graphite production, a significant by-product of the Kasiya Rutile-Graphite Project in Malawi
· Dr Ghag's appointment further bolsters the world-class Sovereign Project Development Team which is working alongside strategic investor Rio Tinto to develop Kasiya”
SVML is Up 7.22% in Australia on this news.
I know we are obviously looking for project news too, but its really good to have community news like this too.
A share I can be proud to own. (hopefully)
Nice little carrot added there for achieving the targets set out for this year.
Where can I send my CV?
Featuring sovereign, panther and marula
https://www.youtube.com/live/tdCnhiaSYyk?si=oONUMr3O-Yi__fmf
Of course we never really the reasons behind insider sales, but I do know I've usually regretted not following Directors when they sell.
This Board is always quiet. One of those shares that works silently in the back ground.
With RIO firmly in the picture i would say we have a bright future ahead.
Well those are some healthy accounting figures.
No idea why this doesn't generate any chatter on here yet. Or is it just too early in tha a.m.
So talk on the rio investment, benefits etc. https://youtu.be/tslhsFi9hw4?feature=shared
Fantastic appointment on the basis that it reiterates the intangible benefits of Rio's involvement here.
We have access to world class people.....
Recent research podcast at Stockbox summarises the Sovereign case nicely. The appointment of an ESG officer today is another significant step along the infrastructure road
Stockbox - https://twitter.com/Brand_UK/status/1754219792305721522
Judging by the RIO investment we should see a price move based on RIos options either we see price move up so the option are at less of a premium to SP or Rio decline the options and buy opened market(?) or Rio declines to invest further, which will tell us how they see the DFS progressing.
I don’t see it as 3 years away as an investment I believe the investment return is a RIO takeover which I see as a 2 - 3 bagger on current prices. Open to comment and discussion, I was planning a write up to VIC but beaten to it by a much better write up although we came to similar conclusions.
I found this via a header on this site saying Rio had bought in which always makes me interested and looking at what they have lead to me investing. You only have to look at HE1 to see what happens if the traders start pushing a share although I would prefer them not to in some ways.
I think production could be earlier than 3 years away and, in it's self, isn't why it's so quiet here.
The lateral area of the resource they have, which is increasing, means production could be scaled up over time as a number of smaller processing plants may suit better than just one very large one. You would think that if Rio take over they would want to be producing at higher rates than mentioned in the FS.
Production is 3 years away
I've been modestly invested here for a couple of years and am astounded by the lack of interest in what looks on the face of it to be a pretty low risk (for Africa) investment. Really interested to hear anyone's views on why that is. What am I missing?
After an early spring clean to clear some other holdings that don't look like doing much I have been building a holding here and plan to add more. The RIO angle is clearly very interesting but Sprott being in for 8% is another plus for me.
New Stockbox interview out on iTunes this morning. When asked what would happens if Rio exercised their option to become operator. The answer was Rio are not known for being the operator for small mining companies so I think you should be able to reach you own conclusion.
I think the only unknown here is how many multiples of the current share price will Rio pay for the world class resource that SVML have. Also with this week’s announcement it value increased very substantially because they added a further 8 kilometres to the existing 29 kilometre strike.
Great Presentation. With RIOs involvement this one is a No-Brainer!
One of their 12 Stocks of Christmas
hTTps://audioboom.com/posts/8421283-12-stocks-for-the-12-days-of-christmas-featuring-sapan-ghai-chief-commercial-officer-of-sovereig
This is my biggest shareholding. Definitely one to tuck away for the long term.
Just bought in a a small amount as came across by accident listening to https://www.youtube.com/watch?v=hwxocmNJACk on Avacta . Sounds very good
This is well worth listening to. Questions from some really clued up people.
Was about to put a chunk in my SIPP BUT it's not on the Fidelity International platform! Crazy.