Member Info for Ayecuramba

While these new tariffs on Chinese sources advanced products are likely to be in place over the coming 1-2 years, I noticed this;

> new tariff of 25% for critical minerals, up from zero,

anyone looked into the details and know whether this includes Chinese Lithium?

Could be very beneficial to us going forward...

... another step closer to full investment funding likely before the end of the year :-)

Interesting....

https://newsday.co.tt/2024/05/10/young-meets-with-shell-tt-trinity-executives/

Thought it was some time in July?

Taxi this seems to have 888 Holdings on the list, I don't think 88E uses the Investor Meet Company for their events, or am I missing something? :-)

Potentiall looking at last years dates for Q1 results, there is the potential we will see them tomorrow, Friday May 10th, if not then agree, next Friday the 17th is on the table, soon tho, hurrah!

SprintRS bumps in the road of transition are just that, I am heavily into Solar PV right now and if you think the Li price is troubling the cost per watt of solar panels is even worse. The bottom line with CTL is, as long as they keep progress to production moving successfully this will be a multibagger, buying in all at once on the way down is painful to anyone but if we are at the bottom then dolar cost averaging on the way back up will reduce the benefit but is of course safer option, good luck to us all :-)

Well it's done now, think while the trend in the stock over the last 5 months was on the weak side it is clear unloading 7 million shares will have significantly increased this pressure, with the pressure removed I think that explains the recent buoyancy in the stock and the stock should now correct as we move thru the coming few Qtrs, :-)

Thanks for sharing that, what a good citizen you are, no interest in the stock, yet you are here day after day, what a trooper :-)

Luckily this merger is not one where the Trinity incumbents get to call the shots, clearly Touchstone is the one calling the shots, they have made it clear they see big opportunities for synergies (so removing duplication of non-execs and consultants). Touchstone with about an 80% success rate on drill tests seems to have this sorted and the business is cash flow positive and in most cases seems well run, the excesses that may have been in place at Trinity will be address and the benefits to both sets of shareholders will be additive and benefit both...

All quiet on the TRIN chat, last post on the 2nd May at 08:52, would have thought they would have been back and forth over this deal so surpising so little chat...

Well hello to you too chief gloater :-)

For those of you interested, Touchstone just held a conference call which was recorded on the Investor Meet Company website about some more details on the merger and benefits, looks like will not complete until Q3 anyway, so still time for anything to happen...

Wow that was short and sweet, 15 minutes of Paul Baay talking and no Q&A, basically reiterating the RNS. Have to say the new PB's lack of interacting and excitement is really another step in the wrong direction of his approach for me, it's one thing to change from the 'wall of cash' mode to the 'I am going to show literally no excitement or keeness at all', somewhere in the middle Paul and vary it based on how exciting the news is, oh well have to wait for Q3 FY24 for the deal to complete anyway so we got time, Q1 results in the next week or 2 should give us a better idea of the direction of travel for the current business tho...

10:21 as he has failed at investing, gloating over other peoples situation clearly brings him much joy, so sad :-)

Blah, blah and more blah, likes the sound of his own voice while saying so little :-)

Will be with the investor Meet Company at 10:30AM on Friday 3rd May (today), should be interesting…

... so just thougt I would test the chat board, just popping over from TXP to check out the vibe :-)

Watched the TRIN Dec ‘23 Update last night, take aways for me a) they were under a lot of shareholder pressure for dividends and it looks like the minor decrease in production was putting is under pressure b) while the had cash coming in they were restrained in their exploration and development c) they have a strong technical background but I would say as a smaller producer they were a lot less soohisticated in understanding the markets.

Time will tell how important these factors were in TRINs choice to join with TXP, while I believe there will be short term (3-6 months) negatives for both shareholders, I believe this will turn out in the mid term (6 months +) will be a 1 + 1 = 3 scenario :-)

New Research note published today, anyone got access who can share the highlights?