The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Accudo is one that could surprise. For me, i have not included it in my hopefuls.It's a nice cherry.
DSR is imminent.
The Lithium JV is where the absolute fortune could well be made near term, Wardell and FAME.
ICL did some figures, i remember on Kapili Tete, and by 2020 AXM will be earning $10m from this one project.
Clegg and Rosser stating that AXM has reached Commercialization stage.
It's now a matter of matching them all up with AXM tech.
For me this still has £200m written all over it, is that earnings or market cap or both eventually!!!
edit : AXM get 500,000 DSR shares.
I like this tweet from them a few days ago that sounds like mere formalities now to closing of the deal and AXM's shares and more importantly AXM's Tech being used in a very large project.
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August 2
"The Kapili Tepe project will be a high-quality asset that adds strong value for our shareholders once the acquisition closes. The project comprises one Mining License and two #Exploration Licenses, both contiguous and adjacent:
Chris Oil, he works behind the counter at Texaco in Burnham Beeches. Great Bloke. Really know how to clean a windscreen too
Anyone have an idea?
added more :) 100 bagger from these levels. Yes. The average blockchain tech deal in fintech can be well over £500m.
The Two Directors here have done deals in the past with massive returns, they will do so again.
Makes no difference to me, if i have to wait another few months.
M&A is surging in this sector.
Good Luck
RTO deals take TIME. just because there is not an RNS doesn't mean a thing.
There is considerable amount of work going on here, you'll have to wait till its announced.
If peeps got in here expecting to make a quick buck, tuff.
add more or sell out to help your worry.
this is a 100 bagger + or a stay as it is.
the directors are not taking a penny of salary.
the only expenses are listing fees for the LSE.
name any other company that is so noble? no, one can't.
the Due Diligence is carried out by the very switched on and connected directors.
I welcome any who sell up.
I shall take all.
ATB
CANNONS
Added today.
Be interested to hear LT holders thoughts on CAP Energy, what are the issues surrounding it?
Is it Regulatory? Or a dispute with another partner?
As the reserves are very large.
I got in here initially as I like the TH Crestgate asset, as im a resources guy primarily. also and the cheap mk cap drew me.
Cheers
Cannons
Positive RNS. Consultant obviously taking services paid in shares and happy to be.
however, i'm still positive overall on this. would like to see Accudo get a website at the very least. it's incredible to me if this is a real project, that they do not have one.
Hopefully news on Lithium JV with WAI. that seems the most advanced 'out there' prospect.
but will need big funding from a partner, and i'm talking millions, not $50 and a six pack of fosters.
they get that, then sky's the limit.
Bik, directors have other options to get skin in the game. and that is to buy in Placing's.
Any director worth his salt knows this is of paramount importance to show to other investors that they are in it to win it.
And I don't necessarily buy they are always in a closed period. It's an excuse NOT to buy shares often...seen it all before.
i have a feeling the DSR announcement made at the AGM was just to put something positive out, as they had nothing else to say. and now this has become another dustbin announcement..
Get some news out with some meat on the bones BOD.
from another viewpoint. I take it as a positive that there's someone scooping up these big trades. demand is greater than supply, seeing as free float is (guesstimate) 10% all told.
The Lithium deal is the real deal, the Audit currently underway ( officially ) is not going to come unstuck. you don't announce a formal warts and all audit with a major company only for it to not work out. they will know the end result imo.
this will then give them access to the multiple European deposits of Lithium by giving a consortium or large project owners a PROVEN low cost method for getting battery grade Li2o to a hungry market.
ditto: cobalt, nickel, copper.
I think the longer term shareholders here have been told over and over again about Accudo, but it's come to nothing.
I doubt it will come to fruition.
There is no website even for it? i can't see one. If you are trying to get a mining project off the ground you need to sell it hard. Where's the details on capex, on ROI,on where the project precisely is?
That's why I pin my investment on the new deals. The Lithium JV is the most promising thing to be announced for many months.
But an EGM to sack the board would be another good idea if there is a good replacement for the ceo.
Must be someone somewhere.
I wouldn't be surprised if we get an RNS that says
"Due to the hot weather....the RNS machine has been unusable, it's been totally out of our hands, in fact it never was in our hands, we've lost the machine, and of course, the hot weather, very hot here, so delays in urrrm, delays in urrrrrm, anyway"
Think we might need a more proactive CEO. This guys one slow mover.
Giddy Up Rosser
Nickel Cobalt news due 2 months ago, Multicom, looks unlikely, Lithium, well done.
Accudo? Getting silly now!
Deep South Resources.......Last week wasn't it meant to be?
Time to get a move on.....
Too much news to rely on any chart opinions.
The only one we care about is UP UP and away!
Interestingly the Kapili Tepe Project is an absolute beast containing over 1% Copper with Nickel Cobalt and Gold.
Now that's going to be a fast paying back project.
£10m pa from 2021.....£2m mk cap....No Brainer...
Worth thinking about this. The Global demand for Ni and Co is obvious yet the supply is very constrained and limited.
What AXM are coming up with by focusing on these Two Metals on one of their projects, is as they say to rapidly make battery grade Nickel and Cobalt.
The South Koreans, The Chinese, The Global Automakers are desperate for reliable sources of Nickel and Cobalt.
Now we have patents covering these two metals for Australia,Canada and Africa.
This is what I call a licence to print money.
Multiple sites, producing battery grade material, sold direct to market.
I could name Billion Dollar battery makers, Car Makers, who would take every pound of metal AXM and it's project partners can make, and pay upfront .
Train Leaves soon and you'll never get a chance to get on again once it departs.
ICL. Each metal segment is worth £200m dollars.
Lithium worth £500m
Nickel Cobalt £500m
Zinc £100m
Copper £500m.
Add to mk cap.
The electric battery revolution has barely started.
Believe in the future, you can't stop it.