Member Info for crumbs

UK GOV £10 million project launched in Malawi

https://www.nyasatimes.com/uks-10m-project-to-unleash-malawis-export-potential/

IMHO the US is not funding this for the Graphite to go to China :))

Thing is a Bollinger will not be suffering the sting of a spread like us mere morals so it's hard to know until a notification but something's going on that much is clear 😅

I try to leave as little as possible to luck,less stressful that way :) If I miss it I miss it or catch it and make only a certain few %s I'm ok with that ... If all those black trades are buys something is certainly afoot and if they are all sells then well someone made a killing... who knows? We will indeed find out

See all that doesn't make great sense either why and how are certain people getting 'heads up' and not sharing anything of any researchable detail -like directing us to information about SEC Capital!...

Obviously now named the real Mr Bollinger may indeed please stand up...

Especially as many now will have emailed Egertons trying to get in touch with him ... so he will be if not already aware and if it really ain't him yes you would think he will make that known and if it is him well... I guess his silence would be deafening too lol

Well, I agree apart from .... It could be any Mr. Bollinger (and not that one) seeing as the fund -SEC Capital- as far as the internet is concerned has no footprint

Although you would like to think all this is more than just UPL receiving a random email with an offer attached and that there has been some proper dialogue between both sides? .....

guess it all comes out in the final wash .... Wish I could find out already then I can make an educated decision to pile in :)

I wouldn't mind the volume here at the moment is a trickle and many days there aren't even any posts on the BB at all...

I'm always happy to read share relevant posts myself

Nah you will see a small buy of mine here this Friday as I've been nibbling for months... not pumping anything just sharing info... I think pi's can then make their own minds up on if or when to buy or sell :)... not got those see-the-future goggles you clearly have on :)

Resigned 2008

https://find-and-update.company-information.service.gov.uk/officers/HUd0ky3uuNPRAPlk751LLOamISw/appointments

From the Gov site :)

'The European Commission’s flagship annual event, EU Raw Materials Week, is scheduled for 13-17 November 2023 in Brussels. The conference gathers a wide range of stakeholders. The key focus this year will be the European Critical Raw Materials Act and will cover topics related to critical and strategic raw materials, strategic projects, investment, permitting, exploration, innovation, circularity, international partnerships etc.

REIA is joining as an organising partner of this key annual event in the raw-materials sector. We are developing a full-day programme specifically on the rare-earth-magnet value chain in partnership with the European Raw Materials Alliance (ERMA) and SUSMAGPRO. REIA will lead the session on international partnerships and investment, where key government stakeholders from the EU, Japan, the USA and Canada will join.

The EU Critical Raw Material Act stipulates that at least 15% of annual EU consumption of strategic raw materials should be derived from recycling by 2030. The SUSMAGPRO project involving key REIA partners has been a key enabler for realising such circular-economy targets. The project is in its final phase, which aimed to develop a recycling supply chain for rare-earth magnets in Europe and to demonstrate the effective re-use of recycled rare-earth materials within several industries. SUSMAGPRO will showcase the final results of the project and demonstrate a number of case studies during the conference.'

https://mailchi.mp/ff3e99e018c2/reia-weekly-newsletter-4289694?e=99924cf6f9

I found his X profile but he hasn't been active there since 2020....

Seems odd such a guy would make such an unsolicited approach and with a totally new vechile in a SEC Capital when he already has a fund ....If I find an email I'll ask him :)

As far as I can work out he and his wife -Judy run Judico Capital from Singapore though that seems to have only one big 60 mil gold company investment and is not very active ... they mostly seem to spend their time and money philanthropically funding Museums

Malawi has no REE processing capacity nor as far as I know do its neighbors I do not worry about that at all its politicians speak they are open to negotiating everything! But they need the mines up and running ASAP and she is frustrated at the delays

Https://www.youtube.com/watch?v=ApnD2a1nbg0

They are 'connected' though at political levels and certainly William G Bollinger knows the region so interesting for him to make such a bold play... and Brunei is keen to get involved

Well, we can at least expect Lotus to make an announcement about their potential MDA in the coming weeks or at least before year end so I guess from that we will have an idea of progress if Mkango doesn't get in there first that is :)

Happens all the time that

Well that SEC Capital certainly have no history of any investments or involvement with Oil exploration

'“We are trying to learn as much as possible from our big brothers, who have been in the industry for a long time,” stated Monica Chang’anamuno, Minister of Mining of Malawi. “We need to have one voice – African countries should start approaching critical minerals as a bloc that can allow us to control the opportunity. We would like to partner and build country-to-country agreements with other African countries with the same minerals.”

“Tanzania has a gold refinery and is developing refineries for nickel and graphite. Other African countries can use Tanzania as their gateway for producing, processing and adding value to these minerals,”said Kiruswa. “When you have value addition in place, the multiplier effect is tremendous.”

UK pledges R20 million

The UK will help African countries identify and develop bankable opportunities within their critical minerals value chains, with a view to promoting responsible exploration and development, capturing greater value and effectively managing extractive sector revenues

During the summit, the United Kingdom announced a pledge to help African countries expand their critical mineral supply chains – with a focus on promoting mineral exploration and processing, generating value-added activities and creating local jobs.

“African countries rightly have a high level of ambition for unlocking the value of their natural resources and the UK will work with them in partnership to support delivery of their ambitions,” stated Ambassador Antony Phillipson, British High Commissioner to South Africa. “We are committed to increasing our investment in the continent and strengthening the transparency and resilience of the supply chain for critical minerals – creating green jobs in Africa, while taking action on climate change.”

https://www.independent.co.ug/sa-summit-defines-future-of-critical-minerals-economy/

Monicas next stop on the tour Tanzania https://www.tanzaniainvest.com/mining/mining-investment-forum-2023

That has made 2 historic investments in fashion companies hmmm