focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
stepping up the size....
Has the JV company ben formed?
https://twitter.com/MoroccoTimeline/status/1609964994069684225
Small buys and sells! Are people playing around with these no trading fee sites.
India coming to buy it....everyone wants it...
No excuse for their behaviour, they proably argue at their reflection in the mirror every morning and then fight their shadow all day. One man versus the world of tards....
Blah blah blah blah blah blah blah blah blah blah blah blah blah.....
yawn.....
Says they know x and y but when they come out with the end of day rubbish kind of ruins the illusion.
Advfn someone says he used to be Lloyd Philips, that name has history on twitter.
Now I think about it a little more stating Graham doesn't know what imminent means is actually 'opinion' not fact, you are assuming he didn't know what it means because something didn't happen imminently, so maybe you could say he misjudged, or he was lying, or out if his control so was remiss to use the term... But I'd bet he does know what imminent means...
Love how you think everyone here does not know what risk is and we need your help.... The self importance is astounding. The big boys often do not invest before finance/build and £100m Mcap minimum, think this is well known, but you think we just learnt it from you. Every phase until production is a risk/hurdle. Surveys, Trenching/sampling, drilling (finding resource), material testing (can it be sold), finding a big enough resource to warrant mining, scoping/pfs/dfs (can it be removed economically), mining licence, ESIA, finance, build, production ramp up, country risk, macro risk...... I just watched a tiktok video, did I get most of them?
We just happen to be at EISA risk. EISAs have ramped up in importance and scrutiny in the last few years and rightly so, no more leaving nasty polluting scars behind. Govs being way more cautious and lenders more picky. Tell me if I'm wrong I just watched this on tiktok too, the greater the risk the greater the reward? So if I invest pre ESIA I seek to get more return than if I invest after? Please clarify so everyone on this BB can fully understand what they are doing.
Testpak... Always one on a BB that thinks they know everything and knows more than everyone else. They just shout louder and attack other people when they are challenged.
Fact? You say that the Government are going to do a fast one on EML... Fact!? Really? And you wonder why you get told it is tosh. Conjecture at best but not fact.
Whinger? It might be fact 'in your little mind' that Graham doesn't know what imminent means, but it definitely was a whinge. Yep, whinge. Angry whinging is all you are good for, you must be so deep in the red to find so much to whinge about. However, if you do not own any shares why are you here? ARCM has an Ella and a Cilla, ACP has an Amtech, EML has you.... Oh HZM has ContrarianInvestor.... Angry, obsessive, negative, only person that knows the score, driven to tell us all they are right.... List goes on
Is it not prudent? Do you want to pay for the roads? Do you want hydro electric or diesel gens?
You are a whinger?
You'd think this was the ONLY project in the entire world taking a long time to get an environmental permit.....
In the last 3 years EISA has become a monster to mining companies. Any sniff of being environmentally damaging you wouldn't get funding from decent sources as they do not want tarnished with the same brush. There was a large change in this EISA that has had to be reworked over for water, water being a big point in low water areas!
Anyone suggesting Gov trying to shaft a company, is saying a good to do business in country is willing to destruct its rating shafting an international company (even more so a UK company - great relationship between the countries) just so it can get the resource. That would be international investment suicide. Farcical suggestion.
What a load of tosh....
https://twitter.com/SecBlinken/status/1602805566220292096?t=C84woVmXHf1uOoKOMCNGMg&s=19
The DFS needs confirmation of BKT funding as a few areas within it require BKT to be funded and only recently have we been given visibility that BKT looks set for finance and now the infrastructure that they will produce as part of that. If there are any material changes in mine design and length of project no reason this can't be worked on now and this BKT centric items added before release. I see DFS H2 24. Current offtake discussions will probably influence any major changes to DFS to terms of market demands and the will to supply them.
Between now and finance there is much to release and PR will be better used promoting the new material released.
I am aware that negotiations are continuous in regards to offtake and finance, you build up relationships and talk interest long before you start putting pen to paper. You will have a good idea of interest and what they offer before you come into the final straight.
Tardis 16% will not be 6 months from now (Q1 likely) and BKT are max 3 months from funding 2 modules....These alone are huge milestones for us.
I would hope (HOPE) that seeing how far BKT are from finance and therefore albeit guaranteeing the infrastructure that ACP will rely on to benefit the long term prospects of the company, that ACP could feel more comfortable about factoring these items into the DFS update and get ahead of the game. I'd like to think they wouldn't sit doing nothing on the DFS until BKT actually 100% financed....you could easily be creating the document now with the assumptions of BKT being financed. ACP now knows what roads are being built, that hydro power will be piped in from day 1 and they could have access to the rail cargo. Unless they are doing something out of the blue with the production and mine life, pretty easy to start planning for these changes, but not releasing until BKT actually do get the funding so as not to get the DFS wrong if (IF) BKT didn't get funded (you make assumptions and then reality doesn't happen you would have to redo the DFS.....so you can see how BKT must get financed before the updated DFS can be released)....but seriously!!! BKT is getting funded! POSCO and UBRIX want that product. Tanz Gov all over BKT like a rash, they will be supporting tham from every angle, specifically with the infrastructure build out. so DFS could fall sooner than one might think, but defo after BKT get financed.
Also with these items almost in the bag, could ACP now make a move on offtakes feeling the end goal is closer? They must think about the final FEED studies too, maybe get an EPCM contract and build now pay later going on. Something tells me that POSCO has had influence on BKT not getting an EPCM contract, with no chinese offtakes Chinese maybe not interested in helping Korean's and US get the batttery fines?? Rarer things have happened. I think ACP will sell to Chinese traders and not interested in Tier 1 partnerships. Get the Chinese help to build, sell to the Chinese and prove up more resource then package it up and sell the whole thing to them in year 3 or 4....
Can imagine Xmas parties are going to be great this year.....everyone you talk to will get to hear about the story that one day a nasty man said the word 'imminent' and your life was forever over....Samaritans probably blocked your number.....Do you ring 999 forty times a day and complain to them?