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Technically it wouldn't happen here either (unless we slump back to 12p), as we hold 49% of geomet, which would be receiving the grant.

It would still, I expect, be a positive development if (when) announced.

Both following roughly the same pattern over the last 6 months, so not sure any of this movement is project level related at the moment

I listened to the first 20 mins or so, then kind of switched off. I also think it'll happen at some point, but equally not really up for listening to any more Keith guessing. Happy to make my own guesses, as they're at least knowingly based on freely available info!

Highest closing price of the year to date, bodes well...

Doesn’t look like many people acted on it, but agree, it ain’t good

Yep, ticking up nicely on low volume also, but good sign

Altruism?

It's not slid, so perhaps there's more news around the corner...

(only kidding before anyone starts!)

I'd argue very strongly that going into interviews repeatedly saying the DFS is going to be delivered by 'x' but won't affect timescales, then announcing a new location with a long rail link from the mine does constitute bad communication, and that's without everything that's gone before.

A positive development it may be, but if it can't be explained how positive, or what any of the other key timescales this affects, nor what effect this has on the project economics, timescale to DFS/mining, etc. etc.

You get the point, it's a bit of a joke

Could have been communicated better, perhaps?!

The only thing missing from the RNS was that they’ve started looking for a new mine location, preferably one closer to the processing plant..

That much is true - timescales have consistently slipped, and there have been many things hinted at, which as yet have not materialised. How much was actually in KC’s control is questionable, but always better to under promise and over deliver, especially where shareholders are concerned.

All that said, we’re passing the tipping point for electrification, and evidence of that can be seen across Europe both at corporate and individual level. The mine therefore must happen, and I expect in time its output will be pushed as high as possible.

Will Emh still be involved then? Who knows, but it’s worth noting we’re currently below levels of the attempted Krupa(?) takeover of many years ago, with a much improved (and now proven process) to produce battery grade.

Perhaps this has always been waiting for the slow beast that is the EU to get its house in order before ‘pushing the button’ on the mine. Either way, I’m not going anywhere until something tangible happens, and if (when) it does, I expect we’ll go on a decent rally.

In fairness, we did get some good news mid-April, which has improved both the outlook and the share price. Agree that the lack of definitive news on DFS/Partnership agreements/Env License progression etc. is frustration, but it ain't all bad!

Looking at the share trades today makes me wonder if people (traders - short term) are selling down because they don't believe the rally will continue ? or if it's shorting.

If the latter, could end in tears very easily.

Good luck filling one up though.

Guess that goes for all at the EBRD also for chucking eur 6M in at 42.3PPS then?

numpty

The lunatics have taken over it seems

Hopefully she'll have a bit more impact than the American chap!

Hell of a way to go still though. We’re barely at 20% of the previous high

50p inbound I expect to be more likely

No, but they mentioned a further announcement expected before the end of April to detail 'some of the more significant issues'. That could have been the news last week, leaving us in no mans land once again with regard to timescales, or it could be something else - who knows eh!