Member Info for Bannor

Yep, as I said : "truth is the market will be a mix with Li batteries in it ..."

Not quite the only battery tech ... CATL are starting large scale production of Sodium Ion batteries this year .... truth is the market will be a mix with Li batteries in it ...

--------

Naxtra S odium-ion Battery: A chieving GWh-scale S odium-ion I ndustrialisation

The Naxtra Sodium-ion Battery marks CATL's transition from laboratory breakthrough to large-scale manufacturing. By systematically overcoming hundreds of engineering challenges, CATL has achieved GWh-level industrialisation.

In 2026, CATL successfully addressed four key industry bottlenecks for sodium-ion mass production—extreme water control, gas generation in hard carbon, aluminium foil adhesion, and self-forming anode systems—paving the way for reliable, large-scale deployment. The Naxtra Sodium-ion Battery is set to enter full-scale mass production by the end of 2026.

...here yet .... assume that's why the drop ... hey ho.

In the absence of ramping or slagging thought I'd post that instead 😁

Donut Lab's 'miracle' solid-state battery is fraud, says insider, Donut Lab denies https://share.google/i6C1QDpzi6h2wEqpu

.... indeed however it might become relevant if they go after prior operators who might want to re-engage with the project at some level/degree now it's coming back on-line ...

Hmmmm ... probably yet another department/group with a begging bowl that wants some authority to issue an order for us to fill it as part of licence requirement ...

..the only note of caution I would add is that he stated in more than one instance that they 'BROADLY AGREE' with the TAC as it stands which infers to me that they're not 100% behind it in its current form & are in/intend to be in negotiations with them about it's final form prior to signing ....

@Scaffman ... who knows 🤷🏼‍♂️ maybe it just means that KDNC's actions will be in an entirely separate/different case within the ICSID under its own merits .... I can't imagine they'd try to take it through the Mexican legal system otherwise that'd bar them from taking the case to the ICSID ....

Can't disagree with the sentiment too much JC although I reckon cancelling a pre arranged presentation would likely have been viewed considerably more poorly than having one without any new information added prior ... what would have been better would've not been to announce the presentation at all until the licences were nailed on to arrive beforehand...

Looks like the general market wasn't massively impressed by this mornings presentation, but with the 'expectation' (for now at least!!) around time frames still intact no more disappointed than I was first thing at least .... not a massive sell off so far but if it sinks much further I might be tempted to average down a bit further myself as well ... 🤷🏼‍♂️ Hey ho

.... No 07:00 RNS

.... No 07:01 post from JimB

.... First trade of the day 100k sell

Already disappointed this Friday - hope I'm not going to be further disappointed @ 10:00 this morning (or shortly after!)

...really need news before tomorrow's presentation if you ask me, otherwise we're going to see a (potentially sizeable 20-30%) sell off & drop if we don't have a firm dates for licence issuance & operational start for production rather than - we're still waiting & it's still going through the processes of completing tasks/surveys or making some department or other happy for any number of other reason before the licence will be granted at some date in the future to yet be confirmed...

Of course I'd be just as happy to see a buy out option/offer land on the table for us to vote on....

Well done Mer - I managed to average down as well but not to the extent that I'm currently in profit like yourself 👍🏼

..indeed @ Scaffman however I don't think we'll hear anything more positive on any element of the wider project (mine, rail or port) unless it is RNS'd first - so still keeping fingers crossed here otherwise it's just going to be going over what we already know effectively, with a 'still working towards', 'still in progress' 'further to more "unexpected" requests from SEMA' etc etc etc aspect to them ...

Really hoping that regardless we won't be told of too lengthy a delay to Azteca restart rather than a still on track for ....

Today & tomorrow will reveal all ...

...in that case I also shall keep my fingers crossed for your recovery .... apologies but not least of all because your recovery will make my profits all the better 😄

That is of course assuming that event is forthcoming & not just destined to remain hope for evermore...

@ JimB - ooh I like a bit of clarification 👍🏼

....hmmm member since 2021 & first post today ... OK 🤔 we'll see ...

Firstly who said expecting - I said hoping! a very different position but that can slide I guess.

Secondly there's absolutely no evidence we'll get licences hence the hope rather than expectation.

Finally you're not alone in nursing losses here, many are (others are perhaps taking profits on their 'expectation' of delays!!) especially if you didn't take advantage of the many many averaging down opportunities -(at least one of) the reasons you purchased around COVID time has progressed significantly whilst others (like so many) have failed or gone.

Lumpy £12k sell early doors not showing here ....

Taking profits isn't a spineless act JimB .... in fact it probably makes a lot of sense ... we know what news we're waiting for especially prior to the presentation tomorrow but there is a chance that the presentation may be a weasly we haven't got a licence yet because of something else we weren't made aware/didn't know about rather than the one LTH want ..... if there isn't an RNS prior saying we've got it he won't be announcing it in presentation that's for sure.

Keeping fingers crossed but one eye on potential further 'delays' for this that or the other that will affect Azteca restart that might drop the SP back again & create a further buy back opportunity for those that have sold in the last few days/week or so.

Hope preferably to see a licence confirmation RNS pop up today as I think it's less likely we'll get one first thing AM with the time differences.

Fingers, toes & eyes crossed ...

Just need to shift those taking profits at 5p out the way & create the next platform ... news hopefully before the presentation Friday 🤞🏼