Member Info for antelope

If the Defense Production Act is activted in the US, that presumably then preludes the export of lithium to Europe.

How much LiCO does Musk need for the Berlin Gigafactory? Potential sources are Oz, EU and China. Possibly some emerging in African countries. Of these, I'd have thought buying a Chinese producer was probbaly not possible. And importing Li from Oz is hardly ESG positive.

There's not enough Li in Europe for all the car manufacturers to buy so there may be a scramble for African lithium. And Geomet is complicated by the fact that only a minority stake would be available, the majority being owned by a combination of the Gov and a competitive battery manufacturer. Musk isn't goingto want to share. However this is probably less of a problem for VW/Skoda. So, assuming that Musk's statement kick starts a move for auto companies to buy mines, I'd suggest that by far the most likely candidate would be VW.

I'm in a few miners - lithium, nickel, manganese, REEs and copper - and all are becalmed or slowly declining. It's like being stuck in the Sargasso Sea. I don't know why.

https://twitter.com/elonmusk/status/1512505545416224783?s=20&t=Ve9Kviy1OWAfh5ktYiO84Q

185km is about 115 (British) miles, so at 60mph, yes.

The Bluebird connection, Kisbey Green's background (especially connections) and especially the fact that the Ugandan resouce area is contiguous with a world class REE project being developed by Ionic Rare Earths make this a strong prospect in my opinion, assuming that it all goes ahead. I've bought more.

A problem is that, as a SAAS provider, revenues acrue at an accelerating rate over time. Hostoric numbers can look poor despite they're implying huge fututre revenues from signed up accounts. AS has spoken about precentage increases in recveniues and contracts. Leave it there. Punters who don't understand the implications of SAAS will not like the accounts. It's clear to anyone who is following DA that things are progressing very well, and this is what we need to know... market share, crdibility and size of partners. Becuse these are things that will determine the sale price, where the value lies in investing in Tern, not last year's revenues.

...of Tera Rara (signatory to the reent RNS):

http://www.goldplat.com/news/director-appointment--2

https://za.linkedin.com/in/gerard-kisbey-green-13694248

How are you expecting it to be easy money? What outcome are you expecting here?

Key word in your post is 'probably', and you feel able to make definitive and critical statements despite it.

Not having much of a mining bakground, I have trouble interpreting results like these. How do you think they rate?

Our best guess was the company's own target date. Now no one knows, but I'm sure the delay will be in terms of days rather than weeks. This board are a pretty straight lot.

The advfn boards are shocking. Cesspits of puerile bickering and nastiness. You should see the board for #tern. I cancelled my advfn sub a year ago, even going as far as to write to them demanding that they remove my detals from their database. If they can't police their boards, they don't get me using their site. I haven't tried it, but I'd be interested to see what would happen if someone started posting outright ****** or politically abusive comments on there. Or death threats.

Ignore him. He must be mid-trade.

So EMH's mcap, relative to EL's, is about right, adjusted for our minority stake.

Do EL own the whole mine?

DA make IoT devices secure. As Wyld enables comms for IoT devices, DA's software is also applicable to each Wyld customer.
There may aslo be room for Konektio's application suite.

Each company is performing well in their own right. And each belongs to a particular specialism or niche. I'd see no advantage in merging and don't think that would ever happen. There'd be no point from our perspective.

Welcome onboard. It can be frustrating, as there's no way of knowing when an asset sale will occur and that's what this company is all about. But that will happen. Just a case of when, and could be at any time. In the meantime, don't worry about the share price... it's the vaue that manifests upon an asset sale that's important.

Don't know if it's been widely spotted yet but Aiden Bishop is also a director of Bluebird... all the other directors are mining industry veterans and it's them, I suspect, who are driving this. ( https://bluebirdmv.com/corporate/ )

Beechknot filtered for repeated mindless, idiotic statements.

..from a competitor of course..

https://twitter.com/HC_Haplo/status/1501905441361588229?s=20&t=KynJgS2hUUXckM0sbPTssg

This is good news, but also useful as it gives us an idea of the likely value of individual orders in such scenarios, and therefore the scale of possible revenues going forward.