Member Info for CleverThoughts

Still a believer in BRES and Mike but 4p seems a steep discount when placings have been done at 5p. I have a very significant holding and just below water.....

Topped up another 138k shares sub 4p.

Long term i still think we're on to a winner but agree with other posters that taking these early risks in juniors when they haven't been derisked doesn't make any sense any longer.

I'm i, right that the retail book offer is not entitled to warrants?

Last gasp of breath from EML.....

Https://www.youtube.com/watch?v=Bv2fjrJt3LU

This should be expected in a developing country with a weak judicial system and the head of the country who is a dictator. They are also economically poor, asset like this is a big deal.

They don't give a cahoots about the Singaporean investor, lse posters, LSE investors or the British government. We're not the British Empire or The British East India Company.

Hopefully, it works out somehow, or at best we keep a minimal token share and OCP the snake takes the vast majority.

Love, not war!

Brown envelope would not suffice... The state companies are owned by the King, he doesn't need to share when he can have it all. Also, more importantly, they have the expertise within the country and the only costs 400m ish( if I recall correctly).

Power is the most concerning to me. Russians are targeting electrical infrastructure like never before this year. They trying the make the winter as hard as possible. Like previous years, the gov will tell industry to stop/reduce consumption as citizens take priority.

Sorry to say but no CEO could pull this off. A foreign company is sitting on an extremely valuable asset which they already have expert state owned companies which can do it perfectly well. Why share a cent of profit with those pesky foreigners....

OCP will get this project one way or another...... it's obvious it's been blocked at every turn....

This project is done imo, exclusively due to background players wanting the asset. One way or another they're getting it.

Unfortunately everyone is underwater.....

Id say this project is dead.....OCP will take this project miraculously all issues will be solved.

Ouch.....33 % drop pre market.....

Bloodbath in bound....

30, 40, or 50 % drop today?

Inevitable......

Nice read...

Wanting to top-up but not a chance on earth with these daylight robbery prices.....sub 5p this week or next? Inevitable...

Https://www.reuters.com/business/energy/us-award-3-billion-25-projects-battery-manufacturing-sector-2024-09-20/

I've gone quiet but I'm holding and still adding regularly. I don't think you can ever feel fully comfortable with junior but BRES is sure making solid consistent progress forward.

The BRES train never stops going forward.

Triessence Limited - can't find any info online, or a website. Could it be a Chinese entity based in Singapore? Seeing how Chinese control most of everything graphite related.

Wonder how much the facility will cost and how BRES intends to fund it. I have no doubt our BRES board of thought about this and have a plan.

Love not war!

Secretive/potential talks on not targeting energy infrastructure has been cancelled by the Russians due to the Ukrainian "attack" on Kursk.

Qatar was meant to host and mediaite talks. Ukrainians advised they'd still like to attend even if the Russians don't attend. Qataris declined - can't have a negotiated agreement when one side doesn't turn up.

Anything apart from armchair general chatter and who would win a wrestling match between Putin and Z.

Views on iron ore pieces? 14 month lows.

Just my uneducated opinion but I think FXPO production will go down in winter as Gov restricts power use in industry.

This Kursk incursion and building defensive positions is more than a slap in the face but a punch in the nose to Putin. Let's hope it succeeds. I wonder how Russians will prove their escalation dominance after this.

On a separate note, I think Russian attacks on Ukrainian electrical infrastructure will go into overdrive in the H2. It's supposedly getting worse and worse, all these constant attacks and repairs are impacting how much power is produced and its reliability.

Long live Ukraine, FXPO and monogamous love.

Lost cause if your expecting anything....

In the words of our chief ramper....FUTURE IS NOW, FUTURE IS HZM...