Member Info for ChameleonMan

Battery technologies that are being seriously considered in Europe are summarised here: https://www.euractiv.com/section/energy-environment/infographic/batteries-for-europe-policy-recommendations/?utm_source=EURACTIV&utm_campaign=9798d83669-RSS_EMAIL_EN_EnergyEnvironment&utm_medium=email&utm_term=0_c59e2fd7a9-9798d83669-116209127 Worth following for policy implications.

5.7p seemed like a reasonable price to start at?

Nice find and very concise article - not too technical and no waffle. Just need to get that and more like it under the noses of potential new investors. Great story and great entry point for them at current prices. Will come good in time even if that’s a bit longer than we would all hope for?

Quite telling that they couldn’t find an American to testify to the committee.

Hi IB. Do you think the Franco- German pact will be happy to rely on a major mineral resource supplier under British (soon to be non-EU) administration, even with a listing on the Frankfurt exchange? Should we expect a new European cornerstone investor at least if not a full Euro bid down the line?

One quote from DA’s Interview with Proactive that caught my attention related to Moz which has tried the patience of a saint in the last few years. “ We are moving very swiftly towards the grant of mining licences. We are expecting the grant within the next few months. Watch this space!”.
Con we finally hope for the end of years of procrastination? Couldn’t be any clearer in my opinion?

I suspect this decree ushers in the new mining law which enables the mining industry in Oman to grow at an accelerated rate. Not specifically related to any one company but will make it easier for the Minister of Mines to sign off a licence?

Like me, a lot of long term holders who have built holdings all the way up and down, will have averages around 4.5p. Any price below that will meet heavy buying pressure. Sometimes you just have to grit your teeth and wait. I should know as currently grounded at Heathrow waiting for a new engine part to be fitted to our BA jet! Now I know what they mean by cabin fever!

Looking on the bright side, the fundraising at 9p was a master stroke!

So you reckon it’s actually a buy? Haven’t seen anything of that size with SAV before.

Over 1% of the shares in issue sold in one trade and still not so much as a tweet from the Board let alone an RNS? Something a bit odd going on here!

May suggest that most other votes are regarded as “meaningless” however I don’t want to mention the B word on here!

Feels like the prevailing wind keeps blowing the ball off the tee! I keep registering a “strong buy” opinion on here but I might as well be shouting “fore” into a force 9 for all the good it seems to do?

News that Apple may want to diversify into EVs suggests that we will soon all be aspiring to an “iCar”? Paying by monthly subscription would be a neat way of getting over the affordability issue, with the promise of a a new model every couple of years? That just might work.......

Electric power generation has an environmental impact with fossil fuel sources but solar, water and wind have lesser impacts. Battery materials production for storage has an impact of course. The relevant point is that they pollute outside densely populated city areas unlike combustion engines that pollute within. I agree with IB that where there is blame there’s a claim and failure to meet city pollution targets will point the finger directly at local authorities if they fail to introduce controls. Banning diesel vehicles in favour of EVs gets them off that legal hook, helps to meet climate change targets and is an irresistible political win win.

I can appreciate the many hurdles that might cause a hiccup in progress in Oman for miners but the fact remains that Alara have either been given or taken a head start of many months, maybe even a year? What is different about their copper project that enables it to progress and SAV’s not? The irritating thing is that I’m pretty sure DA knows the reason but for some reason is not explaining it. Perhaps he feels that Oman is not worth the effort and wants to focus on Portugal? Does he feel that sharing his opinion would cause dismay? At some point a revised roadmap will need to be published. Until then we can only speculate but not accumulate!

As per usual, a big after hours sell feeds the buys?

https://investorintel.com/sectors/technology-metals/technology-metals-intel/will-2019-see-a-recovery-for-the-lithium-miners/ “In 2018 the lithium miners were sold off heavily based on fears of oversupply, trade wars, and declining market sentiment. Meanwhile lithium contract prices outside of China remained strong, ranging between US$13-17,000 per tonne, thus suggesting there was generally no lithium oversupply in 2018. It should also be noted that China lithium prices did retrace from lofty levels and lithium carbonate prices weakened in 2018. With the 2018 surge in electric vehicle sales (up ~70% on 2017) demand for lithium hydroxide remained very strong and was met with new supply from Western Australian spodumene.2018 saw an average fall of around 50% in lithium miner stock prices to oversold levels, and a large disconnect between prices and fundamentals. With a huge lithium demand surge forecast in the next decade (from electric vehicles EVs and energy storage), this has left investors scratching their heads.Lithium western contract prices increased in H1 2018 and were flat in H2 2018, over-inflated China spot prices fell back in 2018. Food for thought?

He’s not listening to you Jammy! At 4% up on the day it’s all slipping away from you!

http://www.alararesources.com//irm/showdownloaddoc.aspx?AnnounceGuid=9aa73910-24ee-4dec-b823-54bb46404c75&TE=brian.arbuckle@btinternet.com Good to see there is plenty of infrastructure support in Oman to get copper mining going again. Wonder how that license application is progressing?