Member Info for AIMtodeath

Jam like you I have said this wrong for years until I was nudged....
Damp squib.... Is a charge that got wet and failed to trigger....

I hope you'd rather know.

Well battery material is very much likely to go to China regardless as we are smaller than BKT so Tier 1 might not be interested in our quantities. Over reliant on the biggest single graphite market is better than a small market that might fail. The chinese are going to be very hungry.... I do not mind.... We did plan to use diesel gens on first part of mine and hydro on expansion that suits both ESG and low ESG. Generally speaking we would have better ESG than many in China and rest of world not like they might have an abundance of choice. I was hoping the delay meant that Stage 1 could use Hydro as mine plan start was too early for hydro, but if we are so far behind BKT then it maybe in place for stage one now.

BKT were running a pilot plant to get a cornerstone onboard from a tier 1 battery supplier. Chinese are not so picky albeit we still need to meet standards. This has been partially done by not only the battery testing by recognised parties in Australia but the work that the FEED does by the Chinese might be enough for them to take product. Qualification for battery is only for half the product available, expanding graphite and other roles do not require such rigorous testing. Rocks and resources contained in them are very similiar over close distances, by BKT being qualified it suggests that ACP has material that is if not identical, damn close. Maybe this makes testing for ACP that bit easier?

Glen.....but that is already factored into the current and future supply, unless Benchmark Minerals etal are idiots?.....you suggested buyers just knock on the doors all of companies asking them to build more and they could just add a few more ton each week, do not be so frivilous and throw away with your commments if you do not want them ridiculed as they deserved to be. I did not say it is not possible, in fact it is what ACP and BKT plan to do amongst many mine plans nowadays, start small dream big for future increased demand. But they need to have actually planned for it.... site infrastructure maybe limited by area used (topgraphical features, large structure like dams) or mine design (you cannot just redig in another direction if the mine plan has not allowed for the way the open pit is dug!).. Bottom line is you were saying no mines in the world need built because companies have possible expansion plans... Chinese expand all the time, it is whether expansion can outstrip demand and not many think it can. Mines in constuction today are not looking at today's demand and supply, but future (incorporting all possible public known expansions) This is the whole concept of current mines all wanting to get to the 'future' demand profile so that they can be the ones supplying the market with increasing stages.

And Captain hindsight....

customer demand - Is going through the roof and due to create a deficit no later than start of next year. Also mines do not need unprecidented demand to open a mine FFS.... if you sell in to a low quality market with high quality product you just replace the crap. Mine grades and outputs also fall over time new mines always are needed to replace

why wouldn't current consumers just ask others to expand operations in incremental amounts than build a whole new mine? much safer - Jesus wept! You are going with that? Because they are normally at nameplate capacity for the mine and pit design they already have.....it requires remodelling and many studies to expand, there are licences to be obtained etc etc.... otherwise why would be EVER build any new mines if you can just keep asking current people to just mine more.....Mind boggles where people get these ideas....

Ground works are easy to progress before rains, actual big stuff will wait until you are further on. Road access to site probably a priority. You can then move materials and people more easily.

2 months before rainy season.....

BKT are partially funded already, I suspect they were not throwing money at the project like Walkabout until they had EVERY t crosssed and every i dotted. They can now progress mine build to some extent.

Dee having to spoon feed the naive emotional wrecks.

I may not invest in AIM after this, when the majority of your fellow investors sound like they can barely tie their own shoe laces never mind understand and have the emotional control to invest in a high risk project during epidemics, inflation, recessions and wars.

All news has some price price sensitivity but if it does not qualify as regulatory then it is just general news that can be released on twitter etc as and when. Building a mine is the regulatory news, getting a goid deal on equipment or installed a piece ahead of schedule is general news....

As Kubunga**** does not report thresholds or anything to be honest no one has any idea. He has raised a lot of money for buying Volt shares over the last 2 years...... Money came from somewhere.

He won't be adding to his ACP shares anytime soon by the look of it....

Finger trouble 200k at 1.8994!

3 reasons the mine has a high chance of success of being built.

1. World of energy transistion going into a Graphite decit and only getting worse into 2030
2. Tanzania is recognised as being possibly the new go to area for expectional grades/quality.....perfect for battery makers. They want the lease expensive upgrade costs and best performing batteries.
3. Industry and finace will migrate towards low cost, fast payback, high IRR mines that fulfill the above.

You can argue and some biatch about BOD, but we are in a holding pattern here for Gov %, BKT finance and therefore infrastructure leg up and desperation increasing in market as graphite hits deficit. Every day passes without finance and offtake the better the likely deals as the market gets better.....Glass half full.....many others are trapped traders or need the money sooner and would rather any old deals were saigned and we were building. Best value is still to come and factors resultign in delays is just giving new comers an awesome price.....

In for a penny in for a £...... 299k at 1.8995 secured today. Maybe I'll have one tranche in profit soon....ha

But but Dee don't use facts....

If some people are not in here whinging they would be beating the children, partner or dog..... Think of them.... :)

Spread making them appear incorrectly.

So I'll be looking at an angry, confused and desperate green dot from now on...
Amtech is all yours boys and girls, enjoy the delusion....

Rover,
It is not mandatory news so they ain't going to RNS saying a Gov office are morons..... That would not go down well during discussions. As a new company entity is formed after the 16% the licences applied for maybe rolled into one under the new company entity. Saves paperwork granting them just once than to ACP then across to new one. BKT still has nit had their Special Licence rolled into one under new entity for them. Its the speed of African admin and Government that many are reliant on.

Won't answer YOUR whinging emails.... There is a difference.
They also cannot respond if you ask them anything price sensitive.

Neither of your 2 statements is true....

You cannot lose something you did not have! They are merely APPLICATIONS.
These applications are over and above the investment case nearly everyone here invested in. They were addes only recently so should have no bearing on your original investment decision. 25% of resource in NPV with a large RENEWED exploration licence. Still 30 years possible here even just utilising lower grade when higher prices ensure it to be economical to do so.

Whereas all you do is blame, blame, shout, shout and make slanderous unproven comments DAILY..... Like a broken record fir what purpise or gain?
One might say you are trying to manipulate price which is against LSE rules.

Then you won't think this company will be raising funds to pay salaries. Salaries are what 150k a year and they have a well over $1m in funds! This is conservative too! Jeez...

You get no reason RNS' for fast, large drops etc. Not for world market lows and selling eith low volume.... It's obvious.

Tardis there is much that cannot be defended anymore, but like many releases they can go out of date quickly when circumstances change. Again you don't need any special announcement to know some things need to be in place before further progress can be made.