Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
It's either general laziness or they are stalling for some news before the SP falls further IMO
Hopefully as the results come in - we should be getting some the following newsflow in Q1: Further shipment updates. Updates on Q1 discussions with the second (mystery) buyer. Updates on infrastructure improvements to bring in water from Orange River. Certification of hazardous waste removal. Exciting times.
bit slow on this sorry, are we talking a sale of lithium rights to the mine or a sale of the whole mine for its lithium potential?
All valid things to bring up in the next AGM. Make them answer for their unfriendliness.
Relisted* ;)
Roll up, roll up! Place ya' bets for when you think KENV is getting delisted. I am calling Jan 20th.
That in the last RNS - with the £2.4m, this includes the delivery payments or not? Any guesses? Can't see it being done on trade credit if its the first purchase.
Happy new year to all holders. At the end of the day, the technicals speak for themselves. This is an extremely volatile share. Scream if you want to go faster and have a propensity for pain!...
Have a great christmas everyone! Here's to a prosperous new year (hopefully)
Do keep us updated if you recieve a reply? It will be interesting to hear what's said. Anyone going to go to the AGM too?
Also FYI regarding my 'deramping' comment. I have a significant (for me) long position here and its utterly frustrating to see this. Doing your books properly is basic business 101. This screams incompetence.
I am sorry but they cannot use the closure of BDO's office as an excuse. Contingency plans should be in place. This is now going to drop like a stone when the suspension is lifted. Thought this company had a lot of promise but now starting to second-doubt myself.
Hopefully some juicy financials on the way tomorrow judging by fridays rise into close.
found this interesting from October. https://investingnews.com/daily/resource-investing/critical-metals-investing/tantalum-investing/2013-top-tantalum-producers-rwanda-brazil-drc-canada/
Great points milender. One thing I am quite interested in is whether the first delivery will be showing on these figures. That way we can see what sort of price the end user is paying. One thing that intrigues me is the 'high-quality' of the tantalum that is being shipped. It would certainly be interesting to see whether the end-user is paying current market price or above market price if the USP is as good as LJ says it is and whether payment is being made up front or on trade credit.
Thanks all! I wonder if the 'buyer' has made payment up front so at least the first delivery and payment might be showing in the financials expected.
Thanks! So using a fag-packet calculation of tantalite at a price of $123.61 at current market value. If we shipped 1.6 tonnes per delivery we are looking at an income of around $40,000 for the first two. If 3rd and 4th deliveries go ahead then looking at around $80k for the year? Thoughts or am i completely off?
Hey all - anyone know how many shipments we have actually made this year? Is it 3/4?
great interview! Looking forward to seeing some solid production figures. Really liked the emphasis on going after the 'end-user' and not traders. I really doubted this could be Tesla but with all the secret squirrel disclosure going on, i am starting to second-doubt myself. This is genuinely one of the most mysterious and exciting companies I have ever invested in. Great to finally see a bit of solid PR.
Got a source for that? Would be amazing if it is