Member Info for Animal

Hi Mr C. I think it’s the sheer uncertainty. Without very much in the public domain and a CEO who doesn’t believe in releasing anything until it is absolutely correct, as opposed to hyperbole of other AIM CEOs, there’s not much for the punters to go on.

I trust Larry to get this deal done. It’s been a while in the making but you only get out of life what you put in.

Better be right, I’ve got a stupid chunk of this stock now. I guess the next 4-6 weeks will prove whether my trust is well placed.

Nice work for market makers... 30% spread!

Looks like they got off very lightly in Namibia: http://www.namibiatourism.com.na/uploads/file_uploads/30.04.2020_Media%20briefing%20by%20H.E.%20President%20Dr.%20H.%20Geingob%20on%20Partial%20lockdown_COVID-19.pdf

No alcohol being sold though....imagine that!! Don’t think there will be any site visits with supervised quarantine in place though.

Let’s hope the finance deal is all but done, bar the updated JORC. I know drilling continued throughout the lockdown in Namibia, so very little effect from the virus.

Whether the electronics industry and electric vehicle dales return to anything near normal in the next 12-18 months remains to be seen.

Thanks.

Thanks, Fortitude. I think your use of the word, ‘debacle’, in respect of COVID19 is unfortunate, though. I think it detracts from the real human suffering that has accompanied this pandemic.

Fortitude, I hope you’re proved correct. One thing that’s been bothering me with your optimism about GC’s companies is that the measure of success for us PIs is whether we can make a profit from our investment.

I’ll understand if you don’t answer, but have you actually profited from your investment in IRON or Barkby?

You must have a fair chunk of these now, Pranchalee.

Something one of the posters said on here has been playing on my mind. They mentioned suspension and that got me thinking, ‘what possible deal could we do with a JV partner and what would it look like?’

We’re an investment company, and our only investment right now is 75% of a mothballed mine with lots of ore in the ground.

Larry seems determined to expand the JORC and ain’t going anywhere soon so my guess is he’ll personally oversee the pipeline project.

But how are we going to get there??

Won’t take much to see this at a penny, which is still short of where we need to be.

Wouldn’t put it past the Chinese to be cutting deals left, right, and centre while the West licks its wounds from COVID19.

What’s the target do you think on a potential partner satisfying their board that NTI is a decent proposition for JV.

Is it mine life? Tonnage. Grade?

Is that why we’ve got this push to drill, drill, drill?

What’s occurring here then? Payday punt?

Fortitude, you seem better informed than most. What sort of timescale are we looking at for a JV?

Some bed and isa going through by the look of it.

They’re all safe at the mine. Now that’s shielding lol! 600km from pretty much anywhere. Drilling continues uninterrupted.

Now, whether there’s a market for tantalum after all this and the recession that follows is another matter.

Guess the Chinese will still be buying up Tant when they can.

Did anyone pick up the part where Giles says, ‘ We also expect to add additional value through the newly established Kazera Trading arm of the business. With further results expected shortly across the business and with funding in place, we look forward to progressing the Company's assets through high-impact exploration to a permanent funding solution.’

Thoughts?

Larry and his team including the drill team live at the mine so they’re safe. Drilling continues.

You’ll upset the Taiwanese saying things like that, Pranchalee! Although, as COVID19 hits the USA I wouldn’t put it past China to invade Taiwan. Who’s going to stop them? They own most US debt.

I am absolutely convinced we will be trading at year end and a long time after that too. The drilling team lives on site along with Larry so no risk there from COVID19 and the like.

Remember tantalum and niobium are minerals with strategic importance so will ride the economic storm just fine. Might take an extra 12-months with the economic downturn, but reckon we’ll be ok. Just my opinion fwiw.

Pranchalee, fire away. I’ll ask the question but if the answer could be construed as ‘insider information’ then Larry simply won’t answer. He does everything absolutely by the book.

Your source must be well connected to get anything out of the company. The ground they’re breaking in the SE was always going to be good but I’d also like to see the homestead resource expanded.

Yep. Nice entry point for a cut of a valuable resource.