Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
I wouldn't mind half as much if they communicated... let us know plans. Intentions
Fast enough to communicate when they wanted us to buy in and push tils price up.... now absolutely nothing
And he does give an dfs completion Q3 22
https://linksharing.samsungcloud.com/6EHVoVE89Wkm
9 mins on. Budget given and confirms 14 months ... no doesn't give target end date. But I'll look for that as he does in one of the interview
He doesn't say if the 14 months includes time to spin dfs up. So may allow for itv
https://youtu.be/UkXqMQC09t8
Rns setting out timeline https://www.lse.co.uk/rns/PREM/grant-of-exclusive-prospecting-order-zulu-lithium-sljfqlfpmzy2zoc.html
Followed by another rns stating timeline ratified by bara
If it has changed it requires rns.
Imo there will possibly be a delay unless he brings another option to the table. But I ll wait see what he says today. I think it will be positive
Steward in one of gr presentations he gives a completion date estimate which I think was may or June next year. Nothing to do with getting a grip mate I'm just repeating what he said. I think it was in a stockbox. He's already given a cost estimate too. Again if either changed he would he required to rns.
To be honest he gave a Timescale..... he gave a cost
He also said if it changes he'll announce it
So currently he clearly believe both could be achieved.....
Personally wouldn't be surprised at an overun on a project this size but. . .
Actually it may not be totally wrong but not totally correct. The lightbulbs for example are examples of the billions of individual devices. And whilst keyscaler won't be installed on each of them it will protect them .... one instal for thousands of end iot devices. But imo keyscaler will be installer on many of hundred of thousands if not millions of actual install. Each securing multiple end iot devices
So your calculation may be closer to the truth than you think. How much of the $8b iot security market can DA secure. Let's say 10% thats $800m revenue
A realistic mc might see 10x. That's a potential of an $8b Mc.
And if keyscaler is as unique as we think. Scalable. Retrofit. Code agnostic..... may be higher than that
If no one sold no one could buy and that could be very bad for the price - i dont mind youll always get traders or even people that legitimately need to liquidate some cash. This is the market - but there are a lot just holding that wont sell until we see the "liquidity event" and that feels close
This will be a good year for Tern and its shareholders
Tern own 56.8% so. They get that much. How it's then shared across directors, tern and investors special dividends I guess would be voted on
Maybe greasy should back his comments up with some facts and supporting links as opposed to his normal throw away comments. Sometimes he might talk sense. Most of the time not. But the majority here just ignore his constant negativity
Have to wonder why he's here really ??
Add to that the cost to mine is around $500 per ton. That would be $700m per annum profit.
What's industry average mc. X 20. So even a Conservative x10. That's an mc of $7b
OK thats just imo and estimates without a calculator.... but there abouts
Wasn't the original scoping study giving an estimated revenue of $1b. On original zulu only but that was at 1% and when lithium was $800. So increase to over 1.3% and $1600. Then is closer to $2.6 billion
That's of course for the original tiny zulu. What now if the whole epo offers similar resource and if price doesn't go up for lithium. Easily over $1b per annum
I'm really not sure we're speaking the same language
I'm not knocking my investment.... there isn't a value or market yet ?
The pink slip price is down to less than half ..... whats good? Why?
Give me some positives? I'll see positives 1. When the market opens and 2. When we see some communication regarding accustem
This was hyped to get everyone to buy tils to get free accustem pushing the price up. No one did this to hold free shares they can do nothing with
Accustem has massive potential but waiting a year in no man's land .... gives investors nothing and gives competition time to develop or improve competitive products. We're losing valuable time and after nearly a year no nothing
Unless you no more than anyone else not just hot air throw away comments
Yes saw that. But I'd also add a lots changed. Especially around sentiment driven by demand
I'm not sure we'll follow that trend especially as test results appear and if they all follow above 1%
Imo things are changing. And all changes if prem sell zulu bringing a chunky dividend for us all
So many possibilities
From what I understand there won't be a live feed. But it's being recorded and shared on social media .... I guess once it's edited
Hope editing will of course be minimal. But I'm guessing there will be plenty of investors there with the same questions we all have
I keep hearing rumour of a senior appointment so who knows. This could be a good opportunity to introduce a new person
I don't think anyone wants unnecessary delay. But that's impossible for us to assess I see no reason GR would want unnecessary delay either. But let's see what George says and addresses. And we can discuss it Thursday
I'm hoping for positive information