Member Info for ChameleonMan

...surely no one can continue to believe that this project has no value? Having challenged this view repeatedly I am somewhat relieved that things are moving in the right direction again. Frustrations aside, does anyone seriously not believe that a mining licence is about to drop and soon?

Ah Muldoon, it’s true that schadenfreude can be a great comfort at times!

Fascinating insight thanks. Seems to align with Jim Rogers et al. I guess the $64k question is what impact a market reset or indeed crash would have on the demand for lithium? Would vehicle manufacturers still want/ be able to pursue investment in new EV production lines? Would consumers still be willing and able to buy? Similarly would the next generation of grid storage projects requiring lithium batteries proceed? The ratcheting up of the trade war by the US today doesn’t help matters. Personally I am long on gold and gold mining stocks right now as portfolio insurance. A nice juicy offtake agreement right now would greatly de-risk this share.

The news I hear currently is mostly of the anniversary of the 2008 financial crash and the possibilities of the same or worse happening again soon. Is this gloom keeping money out of the market? Not a day passes without another prophet of doom forecasting financial Armageddon! Jim Richards was the last one I read https://jimroger.blogspot.com/2018/09/jim-rogers-worst-crash-we-have-ever.html?m=1 Has anyone felt like the risk/ reward balance meter is tilting towards the red zone? What would you advise your widowed aunt to do with her life savings? Buy SAV or Premium Bonds?

I have to admit I am a little envious of Robbie's tool shed. Would love to go cordless myself having managed to sever my power on more than one occasion. Still, tool envy is not a positive emotion Jonners, and one just has to accept that there will always be someone with a bigger or better one than you. My own neighbours clearly have enthusiasm for battery-operated toys and have been keeping the neighbourhood awake with the constant buzzing and whooping as we try to enjoy quiet summer evenings in the garden. Still, live and let live is surely a motto for us all?

Croatia is wonderful and I have returned browner but fatter so while the tan will wear off in time, the extra pounds will have to be worked on!

Ps, for me the key takeaway is this “In order to meet 2025 demand, producers need to build
a supply of approximately 500,000 mt of lithium - three times more than we have today. With an average capex of 16,000US$ per ton, the industry requires an investment of at least $7 to 8 billion during the next 10 years.”
That investment is flowing into miners at an ever-increasing rate both in terms of funding and offtake agreements. SAV is well-positioned to attract that funding whether it’s from China or Europe. The question is not if but when in my view.

https://cdn.ihs.com/www/pdf/IHS-Markit-Lithium-Battery-Supply-Chain.pdf
Not sure if you were on-board when I posted this before but it is a bite-sized reminder of what is driving investment in the lithium mining industry

Last one was 5th March -about time we had another opportunity to ask some questions?

You always have to reference it otherwise you leave yourself open to accusations of “passing off”. Don’t they teach you this stuff at universities anymore?

No I read it first in the Spectator where you cut and pasted the whole article from without referencing the source! https://www.google.co.uk/amp/s/www.spectator.co.uk/2018/09/the-record-bull-run-must-end-soon-so-is-it-time-for-a-return-to-gold/amp/

Feeling more mellow than subdued as we cruise through the Elifati Islands off Croatia this afternoon! Pretty sure that SAV will facilitate more of the same in due course! The story continues to build and while investors currently lack determination, it’s obvious the board doesn’t! All going to plan!

The objective of U.K. university research departments is to attract research funding. I dare say UCL along with others is good at doing this. However it is hopelessly niaive to imagine that what is being cooked up now in universities labs can be scaled up to production in a foreseeable timescale.. You give no references to this research either in terms of published academic papers, sponsors or even naming the technology, I really think you are way out on a limb on this one and your credibility is suspect.

Just guessing but I can’t see any motivation to buy from Frankfurt when there are no barriers to buy from AIM. Would you even get a quote? Would there be any liquidity? Switched-on German investors are already invested here. I see this as purely a tactical move to qualify for and access EU Li development funding but for SAV to admit this would seem a bit manipulative? Nice update this morning. Left for Stansted at silly o’clock and was a nice start to the holiday when I could log on again in Dubrovnik. The resource is growing. One of these days a significant industry player is going to want a big slice of SAV cake. BHP just had a big bite of SOLG yesterday for its copper/gold exploration assets with a nice uplift in price. Staying fully invested and patiently waiting for 30p plus!

“Sales of electric vehicles reached a record high last month, accounting for one in every 12 new cars purchased in the UK.” According to the SMMT.

“.....still three drills on site, finding lots of white stuff...” looking forward to further resource upgrades and soon!

Sound guidance as always IB! Particularly the “staying alive ‘ bit! Ps Can you die of Saturday Night Fever?

DA must have read my request for a postcard yesterday?

Not sure how this dual listing works but wouldn’t we need to issue some Euro-denominated shares to market makers to get the ball rolling? Good to note that the board foresee an increased demand for shares!

Just as well as “Mr. 100,000 sell” continues to off-load following his own agenda!