Member Info for CF73

blacksheep, folks have a right to skeptical and even angry. Can also understand if folks don;t believe the company until there is a concrete outcome to something,

But a change to the date of the webinar is small fish, esecially since GR/PREM are not in the webinar able to talk about anything that isn't in the public domain. Given we have some potentially BIG news to come and that it was likely to fall after the date of the webinar, we can see why that date was moved.

I've been kciked in the teeth many times ad am down from 0.35 average.

But I see value still and the assets are there, and that we are on the cusp of it coming together.

If folks want that re-entry price, well today is a gift...folks should think serious about it...

The postponement of the webinar to next week doesn't alter expected time frames for negotiations for Zulu. What it does do is give PREM the chance to talk about Zulu in greater detail/ more freely, if they are able to move things forward as per recent discussions

chippy, other companies haven't necessarily sorted through final government approval. I've provided links to some, who are still waiting.

Moving of the date of the webinar makes perfect sense if they've got major news to happen on a matter of days. Never made sense having it before news, especially if they knew they were in the cusp of sorting it.

Excellent post strongman, but he won't want to be reading that LOL

Ihavenoclue, KDNC approach happened at a time when their SP was higher. Between then and nearing end of DD, their circumstances changed. It's why they needed more time to see if they could find the money. But they couldn't In the end, if a party comes along who wants invest, then they will need to find the money. Doesn't matter how they find it, debt or equity, as long as they find it. If they can't, we move them on.

IhaveNoiclue, Zulu retains that $17million value even if KDNC didn't go through. That's the price at present put on Zulu, just like you see on items on a shop shelf that have yet to be bought. If we were desperate enough, we could've lowered the price to a point where KDNC would've find a way. No sign of that. Until another deal comes along, that's what we have to go on. Good luck.

The proposed KDNC deal placed a value on ZULU of $17million. That's our present market cap, including RHA, CIRCUM and ZULU (as it stands). Getting RHA ownership brings that book on to out books, which should be reflected in the SP too, near $10million Upside from here is massive, ,even befoee we need to produce at RHA or drill at ZULU

A confirmed deal on ZULU will see us in the 0.30p range. So too RHA ownership. Both together, much more. Once we're producing and drilling, expecting considerably more still.

That 51million buy was crazy. No punt. No way!

I'm trying not to ramp Hammered11. Those numbers i gave were aafe/ conservative

The time lines there. We're working towards it. No doubts.

Forgot to mention possible RHA JV possibility. So we see that a hell of a lot can fall into place in short space of time.

Alltgatglitters, 0.60p imminently possible. That's the value that will be unlocked with a Zulu JV and RHA ownership in quick succession. Let's put it like this. RHA ownership confirmed Zulu JV confirmed Barra Report Restarting operations at RHA 0 60p to 0.80p This is before Circum. Of course, it has to happen first. But these levels offer crazy upside given we're closing in on all of these.

Tomorrow's webinar will help with some degree of clarity and detail if we haven't got an RNS in the morning.

Of course, may turn out not to be KDNC. But from moment KDNC turned it down, GR saying they were in position to possibly replace KDNC possibility in quick order. Either the new company has plenty enough info to go on or KDNC DD hasn't gone to waste. Good luck all!

Always felt this a perfect fit for KDNC, especially given their situation. In their DD conclusion RNS, while turning down ZULU they say, ---------------------------------- "Cadence is continuing to review several upstream mineral assets, where we see the potential to deliver shareholder value by investing in projects that have a short development timeline to cashflow. Our intent is to earn in at a project level basis, and we are focused on assets where we can both hold larger stakes and also utilise our considerable mining and financial management expertise to achieve a high level of returns." https://www.investegate.co.uk/cadence-minerals-plc--kdnc-/rns/update-on-zulu-lithium-project/201809170800049436A/ ---------------------------------- Zulu fits that profile and their situation more than any other. Said that at the time, it being the ultimate irony as they seemingly walked away from Zulu. While no one 'outside' of the process can know, wouldn't be surprised either. Following DD, KDNC would've seen that ZULU was too good turn down. And if they have properly walked away, would've properly pained them. What especially surprised me were that KDNC holders, on the whole, were against the deal. At this moment, they need it and more than some realise. These projects take years to realise. In comparative terms, we're not far off production. DFS and relatively low CAPEX and we're in. Good luck all!

Soooo close!!

Couldn't say exactly sharecrew. I just know that the SP is a coiled spring at the moment. Just one deal or piece of significant news would set it free. At the moment, there are three bits of news that would do that:

1. RHA Ownership/Restructure confirmation

2. Zulu JV/Funding confirmed

3. Circum IPO date confirmed

The first two are particularly important but think folks will be pleased with the third too as it begins the next phase of the journey with Circum (and will allow us to plan for when we finally get that money).

I also do wonder if in the current discussion with a potential partner over Zulu we are returning to conversation with Circum/Dattels? But this time with a more realistic offer on the table?

As I said, 'I would love it!'

Good luck all!

And yes, having said that, if Zulu lands, we will zip through those SP milestones in quick order as the current market is so out of kilter with the value of the assets and a Zulu deal will immediately unlock some of the value of that project.

In the words of Kevin Keegan, if news landed this week, 'I would love it!'

Good luck all!