The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
The recent update has got me thinking more about about Amitsoq and Graphite - couple of links below for anyone interested RE future demand and other uses beyond EV such storing renewable energy (graphite dual-ion batteries)
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6203722/
https://www.prnewswire.com/news-releases/roskill-graphite-prices-could-push-higher-on-tightening-markets-for-batteries--electrodes-682784841.html
I would like to see more engagement with the media - the likes of vox and Co seem to have the same people on every other day - let's hope we see some follow interviews to this update.
Also the website needs to be kept up to date better and their social media output needs to be more regular and smarter.
In relation to fund raising yes agree, but you can't force the market to value speculative potential upside.
Sometimes you can get this, anyone that follows the yoyo over at GGP would be familiar with this, but many companies only get significant movement on milestone confirmations or results that really stand out.
lf the permissions required at HH come through, a really good resource estimate for TBS comes in and a JV partner for Amitsoq surfaces with no decent SP movement then you would have to question investing more or holding the shares.
But I do not overly worry about muted responses to updates like today's, despite feeling there is some very good information in there.
Fair point Yanis - I think updates would be better project by project to focus market attention, in this case maybe a Greenland update followed by another mining interests update would have been suitable.
I think there is some really good information in this update however, whether the market responds or not, all the assets seem to be progressing quite well and potential JV interest in Amitsoq could really push this on.
Short term sp does nott bother me while things develop - so what if it goes to 0.4 or 0.5 next month, or stays where it is - I would just be looking at it on a screen. When real news lands and milestones are met is when we should judge the SP (although concede the response to HH news has been very disappointing so far)
Yanis, sorry but that seems miles off.
TBS maiden resource estimate could crop up any time when the results are ready, they literally say that in this RNS, they did a lot of work there last year so takes time. Bluejay did a similar test area and released their maiden Jorc in April the following year for example, and their sample area was smaller.
The below on Amitsoq is very interesting in my opinion - particularly "ongoing discussions" with previously interested JV partners - a good JV deal could cover the next drilling and proving up phase, maybe more!
In 2018 Alba commissioned a field team to construct drill pads; as a result, the Project is now drill-ready. At a minimum, the objective of a first phase of drilling (~10 drillholes for 1000m) would be to drill within unworked extensions of the historic mine area in order to confirm the structural mapping of the deposit undertaken in 2017 and to enable the development of a geological model for the project. A second phase of drilling (a further ~10 drillholes for 1000m) would be designed to generate a maiden mineral resource for the Project.
Alba is re-engaging with previously-interested parties, as well as new parties who have expressed an interest as potential strategic or joint venture partners to participate in this exceptionally high-grade graphite deposit. These discussions are ongoing.
The work undertaken at TBS and Clogau since taking on the projects has been pretty impressive for such a small outfit with multiple interests.
Ingelfield too.
Exploration is about samples and testing and takes time. Not without my frustrations here but that is the reality of investing in these small Aim exploration companies.
Zzzzzzzoned out there sorry.
OK Graphite is useless....... Just because, and all those links below to actual developments connected to Graphite or industry analysis is irrelevant in context your tipsy incoherent sweary rants....
We'll just have to hope HH, Brockham, Limerick, TBS and Ingelfield come in then.
Sure thing Whatzone - some more links you can research if you like - whether Amitsoq is a success or not, it is clear you know nothing about Graphite.
https://investorintel.com/sectors/technology-metals/technology-metals-intel/synthetic-graphite-is-purer-but-the-future-belongs-to-natural-graphite/
https://www.graphenano.com/en/grabat-energy/
Graphite no where near outdated - alternative battery technologies currently being developed will emerge to market over the next decade or so but will take time to be adopted on mass - car production is planned a long way ahead and currently mostly involves batteries that need graphite, that won't be ditched the moment an alternative battery technology is demonstrated to be commercially viable.
One of the most likely developments in batteries is also the use of Graphene..... Which will also be used in a gazillion other things.
Also EV is not the only fruit.
I originally invested here because of the Amitsoq graphite license and despite it seemingly dropping down the billing a little (understandable after the TBS acquisition and progress Bluejay have made next door) but I am still hopeful it will prove to be a big part of any Alba success.
http://www.markettrendnews.com/index.php/featured-news/1257-02-08-19amy-v
Just rising with UKOG on the back of what seemed a very big purchase yesterday afternoon, possibly delayed reaction to some of the HH coverage this week.
Think there was quite a lot of Alba buying at the end of last week too oddly.
Thing is unless you actually knew about Alba how would you know from the news around HH that Alba were involved.
Really disappointing that the bod have failed to capitalise on this, total silence from them - let's hope it is because they are distracted working on something substantial.
From Bluejay maiden resource estimate April 2017
"An Inferred resource of 23.6Mt at 8.8% ilmenite (in situ) for the total area tested"
"The model covers a surface area of approximately 5km by up to 0.9km"
From Alba corporate presentation
"Refined zones of interest extend across a total mineralised strike
length of approximately 10km
Three tonnes of bulk samples collected across three material types for future metallurgical test work
Independent Competent Person site visit completed, to enable resource estimation assessment following test results"
The info is in the corporate presentation here
http://www.lse.co.uk/share-regulatory-news.asp?shareprice=ALBA&ArticleCode=xjhod9k4&ArticleHeadline=Corporate_Presentation
And compared to the bluejay maiden JORC RNS below