Member Info for 99icecream

Sasha Sethi is Managing Director (and Founder) at FlowComms Ltd - Digital Investor Relations and Strategy for Small-Mid Caps

23 years in Investor Relations.

https://www.linkedin.com/in/sasha-sethi-aa75563/

Thanks, Sasha is not listed anywhere on the company website, so I did wonder if he was Alexa's friend!

Who is Sasha ?

Air Force leading geologic hydrogen research initiative for Malmstrom & McConnell AFBs

https://www.afcec.af.mil/News/Article-Display/Article/4408698/air-force-leading-geologic-hydrogen-research-initiative-for-malmstrom-mcconnell/

Brompton currently gets its batteries from Greenway - (Guangdong Greenway of China), previously BMZ (Germany), now insolvent.

Capacity: 345 Wh

Voltage: 36 V

Weight: 2.6 Kg

Charge Time: 4-5 Hours

Current Retail Cost: About £400 each.

Perhaps more relevant is that both Jennings (4.45%) and Dr. John Wardle (via Tracata's 21.18%) are shareholders in Ironveld, and Dr. Wardle is Executive Chairman there.

One of the motivations of Jennings taking direct control of Kazera is that it allows Dr. Wardle to step back (from the Chairmanship) and concentrate his energy on Ironveld.

A higher oil price will be good for the Rep. of Congo's Economy, which badly needs the extra revenue.

https://www.aljazeera.com/features/2026/3/13/poor-in-an-oil-rich-country-republic-of-congos-youth-hope-for-change

The most important thing is the quality actually achieved for the gas shipped to clients. Grade 6 (99.9999% purity) is used for the best (highest purity) semi-conductor manufacture / MRI machines etc. and it trades at a significant premium to lower grades.

The World Bank Reference price for Potash for End March 2026 was published recently. (Reference is the FOB Price in Brazil)

The End March 2026 Price was $380.625. This is up 2.2% since End February 2026 ($372.5) and up 8.1% since the Formal Sale Process started (End Oct 2025 price = $352)

FWIW - Money owed to KZG for Aftan is:-

US$9.2 million in outstanding principal

+ US$1.6 million in accrued interest up to 8 October 2024

+ Further interest accruing at 20 per cent per annum on the outstanding principal from 9 October 2024 until full payment

Balance at 8/4/26 is therefore: $14.20 million = £ 10.76 million

Market Cap of KZG is currently £7.72 million

Interview with Ed Loye here:

https://thatstocksguy.substack.com/p/great-western-mining-682

Its very hard to rationalise the production in terms of numbers of diamonds, average size and value if we don't know the number and size of any large diamonds in the sample. For example:-

In September 2025, 133 diamonds weighed 68 carats, and included one 6.13 carat stone. Leaving the large stone aside 132 diamonds averaged 0.47 carats each (total 62 carats). Given the value of large stones (per carat) is much higher than 10 times the small stones on a per carat basis; the single large stone of 6.13 carats would be worth more on its own that the 132 half carat stones together.

2A is in South Africa - Aftan is in Namibia. Therefore no connection at all.

Anti - See link for Syrah's problems in Mozambique. Uganda is a much better location IMHO.

https://africanminingmarket.com/syrah-resources-lifts-force-majeure-declaration-at-the-balama-graphite-operation/22985/

Morocco has the world largest PHOSPHATE reserves, Canada has the largest POTASH reserves.

Seems to me that an EV battery is a:- "high-risk environment where safety is a priority"

Does anyone really think that a battery that is a bit cheaper to manufacture but is more likely to kill the occupants in a major accident has any commercial future in the EV's sector ?

The 45 day period has expired. Xinhai's review is not yet complete, as it requires "clarification regarding mining costs".

Are We Nearly There Yet ?

No, the interim results will come at the end-of the month. If they are following UK rules then they (Persons Discharging Managerial Responsibilities) are restricted from dealing in the firms shares and "heavily restricted in their comments" during the closed period of 30 days prior to interim results.

BTW - the obvious question is how would the solid lithium in a QuantumScape SSB react to bullets ? - not well at all I suspect.

The comment was " ... Goliath 10Ah cells storing 3x the ENERGY of conventional NCA cells ", which to me implies that the 10 Ah cell was larger than the NCA cell it was compared to. The ideal test might have compared cells of equivalent energy, but they used what they had available.