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EU is going to want a positive decision very quickly I guess, so by 2030 minimum… haha

Better had be!

I think that’s exactly what he’s saying, which begs the question, why say October, then having failed that date, be specific on which half of December. It makes no sense, and for reasons of trust, it really does matter

Keith seemingly just can’t help himself on timescales though, as it’s now moved from the first half of the month, to at some point this month.

It may be irrelevant to the overall timeline, but it is relevant in terms of how seriously he’s perceived, and that will matter for the share price.

Hopefully he can turn around that image with a string of further positive announcements!

Oz first, Wednesday is my bet, based on absolutely nothing!

I’m just going on the PfS tonnages, factored up for the increase in lithium production most recently mentioned by geomet.

Does look like significant amounts with prices as they stand

Going on the PFS production estimate of 1512T tin + 504T tungsten, and factoring up for the increased production to 37,000 (ish) tonnes of Lithium carbonate, the value of the just these by products alone is around 178m euros (at 40,000/T tin, and 80,000/T tungsten).

Not bad for offsetting!

Slight correction - I see the LSE has tightened it to next day reporting, so there can be a day lag (or in the case on today, potential for larger shares to be reported at the close on Monday).

Used to be 3 days I think

The price was down at 18p on Monday, and whilst zig zagging has finished the week higher.

This is different to the pattern on CRMA news, and in addition is the first time for years where a KC interview hasn’t resulted in an immediate price crash.

Based on this, and the stacks of money being thrown at this project, plus the lack of viable alternatives, I think this time round may be different.

C. 10% of all shares have changed hands in the last week also, based on the shares reported so far (and these can be days behind for large trades)

Check the trade history for the last week. There have been large trades going through

I think Friday afternoon would be the perfect time to release the dfs. Just saying - would give everyone time to have a good read through over the weekend…

He has lied in the past, that's not in doubt, but it's a bit early 50 minutes in to say the day is turning into a dud!

Also, there have been a lot of shares traded this week, so it's not like the new hasn't been positively received, albeit with a bit of doubt still there about what the DFS will show, and when it'll finally be delivered.

The most positive thing overall is that the year has been dominated by real news, rather than hearsay/opinion/BS about inking deals etc.

Whilst I don’t disagree that this appears undervalued, perhaps the rockets are tempting fate the wrong way!

Wow.

I’ve been here pretty much since they were last mining tin, but if I need to go on filter for trying to answer a question with an opinion, so be it!

Depends what’s announced. If it’s support (financial) followed by DFS shortly thereafter, then positively I’d imagine

Hopefully not the post-CRMA happening all over again here!

Traders exiting I guess

It has to be December for EIA submission.

I think (hope) we’ll have DFS, EIA and likely most of the funding requirements clarified before end of year.

Perhaps underway with enabling works next year, but sounds like the EU in particular is going to push for fast tracking as much as possible. Add in some more lithium price uptick (along with tin and tungsten), and the timing could be looking very favourable indeed

I think it’s more likely around 1bn?

Could be a very good pre Christmas run in that case. About time!

Sure looks that way - watched the interview with KC, and there certainly appears to be a renewed confidence there.

Especially the last minute worth listening to, but there's no doubt that not having to find 49% of 35% of the project development costs (assuming it's not more than eur 1b), is going to be a massive boost.