Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Good afternoon girls (Frankie & chief Barker) thought i'd take this opportunity to add my tuppence worth as far as IVYBUSH go's, I can confirm he his 100% real, cultured Brummie accent (yeah I know, who new) fit fella, think Tommy Shelby"s dad.
As far as the subject go's: I'm to much down, Im going down with the ship.
Oh thanks Barksy!! Felt a bit self indulgent, I know you learnt nothing from it but new comers may find it interesting, happy to share, say hi to Alan.
By the way how honoured am I.....20,000 POSTS what a star!!
I've come blinking out of "THE BUNKER" 56 MTHS for me in this Lithium snakes & ladders merry go round. Barksy & Frankie will vouch for me.
I do have a view on the Re EMH thread: LllON asked, EMH went to 88p it made no difference to KDNC so what are we waiting for?
My view is....41/2 YRS ago when I first bought REM put me in a tiny group who bought into the Lithium story, the first 18 mths was thin gruel indeed, rarely any news of any significants regards batteries/electrifcation etc
We all got excited with the Tesla connection followed by the Gigafactory story, thinking we would be bought out.
This board got toxic, the Bunker was set up as a space for like minded people to exchange views without having to surf through the negativity. Obviously I'm well underwater in KDNC (not so much with EMH & BCN ) I still haven't sold and console myself with "its only a paper loss"
Lllon to answer your question, I've convinced myself the group who know of "Lithium" and its significance is still today very small. EMH & BCN share prices are in my opinion great value, Why?
Its reported the big 4 producers have forward sold 5 yrs production to existing customers, they are the main targets for the few Lithium investors in the market.
2nd tire for investors who know a bit, invest in EMH & BCN hoping for good returns on a longer play, with an even smaller pool of investors.
3rd tier of the investment market is stand alone KDNC playing an even longer game, most people who know of KDNC are fully invested, all fingers & toe's crossed, hoping we've made the right call.
Our rational is, once the herd work out how KDNC is positioned in the market, they will invest to spread the risk.
in my opinion that is why any significant increase that comes to EMH/BCN will not necessarily have any effect on KDNC
initially, pay day for us is when the "herd" get a whiff.
We know there is insufficient Lithium readily available....The investors are ignorant of that fact.
9mths ish ago at a Volkswagen board meeting, a board member was tasked with obtaining Cobalt prices to supply them as a raw material.
He reported back.....The main suppliers have forward sold 5 YEARS we'll call you when we have any. CRIPES!!!
My point is If Volkswagen only found out recently the raw material supply chain is challenging, there is a good chance the investment market is equally unaware.
Couple of months ago BENCHMARK held a seminar for London metal exchange (LME) TRADERS to familiarise them about battery metals, prior to launching there new service......TO THE HERDS!!
Anyway that's why i'm still here waiting, If this helps one person to come to a conclusion, either way, .....job done!
Thanks for you time, seasonal doo dah's to all, in particular Barksy & Franke.
Ive come out of the "BUNKER" 1st time since conception,I'd like to break bread with Doc & Mr C
I have no intension of signing anything, cant explain why, just blind loyalty I guess, that said,
Lets assume for a minute MrC, your successful with your petition, could you expand on what/how any process resulting from your action might take.Thanks in advance.
Whilst i'm here, it was good catching up with Frankie again also meeting Ivybush at the agm. fingers X see you next yr.