Member Info for Chislehurst

This link should work
https://pensana.co.uk/wp-content/uploads/2021/10/Liberum-07.10.2021.PRE_ESG.pdf

If not you will find it here:
https://pensana.co.uk/liberum-cop26-stock-picks

For what it's worth

They will have to understand the issues, fix production issues, test and then re-submit to FDA. 12 months minimum I reckon.

Wow 26.6k posts Saddo...lol

It is rare to find a miner that;
a). Has a known (plentiful supply of) valuable resource (lithium)
b). Is fully funded to production with a partner who has paid a premium price for shares
c). Will have 50% of production (to sell to whoever they like, into a market that will be crying out for the product)
d). Has a separate gold business which will be spun off (to the benefit of shareholders)
e). Is not under a constant threat of shareholder dilution whilst on the road to production

These are the simple facts, this is an absolute belter of a Company and I have increased my position considerably this week at these bargain prices.

My initial take is that;
a). There is a lot more to Mou-1 than first met the eye.
b). Mou-4 and 5 will be drilled Q1 22 funded by new "in-country well partnering".
So thankfully, it looks like there will be a JV (or the like) in Morocco that will fund future drilling activity at a cost of a percentage share of any production. This is the way forward and will be a relief to those who feared further share dilution.

Webinar is now available at:
https://www.investormeetcompany.com/investor/meeting/investor-webinar

This is the kind of communication that shareholders have been crying out for. The Investor Meet presentation has been recorded and will be released shortly for those who were unable to listen live. Good progress being made on all fronts, a very reassuring presentation.

Thank you both!!!

REO is Singapore based and has an Australian editor, it certainly is not pro China. Even though I am a shareholder in Pensana (and have been for a long time) I am glad that someone is calling them out. Pensana's PR has been shocking over the past year especially the regurgitating of "known" news. Does anyone know if they have even broken ground in Angola yet (supposed to be January '21)? I have asked the Company on numerous occasions and have yet to receive a response...

https://www.avoplc.com/Portals/0/adam/Layout/7GTEfHGJs0Wxtkagt3lYJw/Link/AVO%20%E2%80%93%20Funded%20to%20completion%20%E2%80%93%2012%20August%202021.pdf

Conclusion
The market was always conscious that AVO would be likely to need further capital in order to complete its LIGHT project and has been marking down the shares accordingly during the past two to three months. The capital increase, at a significant
premium to the market price, should go a long way to allaying perceived financial risk. In addition, the market should take confidence that there is the potential to raise a further £50m from the exercise of warrants at a 50% premium to the issue
price for this capital increase, suggesting that there is scope for considerable upside as this complex project reaches its conclusion.

Now that is the way to do a fundraise. There is a lot of confidence in LIGHT.

If New Fortress Energy haven't got enough Irish politicians in their back pocket (which I doubt), it would make sense for them to take out one of their main competitors for Ireland's back-up energy supply. Their Market Cap of circa USD6.2B would allow them to buy Predator (GBP14.6M) out of petty cash. Of course, any hint of a takeout would send the Predator shareprice skyrocketing but even then it would still be cheap for a potential >500M Euro deal.

PG really wants to play Morocco, that is what he believes to be his grand finale. Trinidad may be used to pay for it. There are some eager partners there who would jump at a chance to buy our CO2EOR operation. In an attempt to avoid any further share dilution, Trinidad may be sacrificed for Morocco.

Considering the above, these 5p shares offer a huge opportunity. I can't see the Company going bust, Trinidad alone (as a going concern) is worth far more than 5p a share. All imho.

Adon30,
JV or sellout to Massey - my thoughts exactly.
I don’t think PG will want to give this up entirely as it’s our bread and butter and will provide a stream of cash. Unless of course he wants to concentrate more on Morocco and sees this as an opportunity to raise cash without further dilution.
Interesting times…

I think those who have the opportunity to buy at these levels will do very nicely.
You may have to wait a little to double your money, but the timescales will be relatively short.
I don’t post here much, but I have lost over £250k here over the past couple of weeks but it is simply paper money. I have every confidence in Paul Griffiths and The Company. There is so much potential here. Success is not guaranteed, but it’ll be pretty close.

https://twitter.com/Toro_AIM/status/1414933626509303809/photo/1

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/0ef037c2-95db-7761-090f-07abca5f73fb/IronRidge_Resources_Update_Note_V5_.pdf

Aside from the excellent Ironridge content, it is good to see an interviewer who knows what they are talking about and who asks challenging questions. Take a bow Andrew Monk.

The shareprice reaction to the Piedmont investment is quite frankly astonishing. We are carried through to production, we will be hiving off the gold activities and have plenty of cash to carry on exploring. Piedmont aren't stupid, they have seen how large our Lithium deposits are. The major western countries will be building their own battery gigaplants in the next 5 years to ensure continuity of supply, in the past week or so we have seen Nissan and Britvolt announce major development plans for the UK.
Once the Piedmont miners/geologists/experts confirm the huge lithium deposits I am convinced they will make a bid to take out Ironridge. There is so much potential for large uplift in shareprice here, ignore the warrant holders (at lower prices) they will be insignificant soon.

Saltend will be completed before Angola mine, I agree with TT that Pensana appear to be no rush to develop their own mine when they can process other miners' product. The NE of England is full steam ahead with so many business ventures being planned (and fast-tracked). Nissan and Britvolt battery gigaplants will be huge and the EV industry will flourish along with Pensana.

Nice to be spoon fed some easy questions by a 3% stakeholder…