Member Info for Danielm89

There are 4 Tier 1 OEM’s in SPECT and CT scanning. Seimens, GE Healthcare, Canon and Phillips. They control 85% of a $8bn+ p.a market. CZT is recognised as key to SPECT and CT future by the OEMs.

 

3 of the 4 OEM’s have been have acquired supply chain of CZT. 3 acquisitions of CZT manafacturers. The latest was the acquisition by Canon of Redlen Technologies in 2021 (paid $270m for 85%).

 

GE launched their first CZT product in 2018, Siemens launched their first CZT product in 2021. Canon has indicated ints intention to launch between 2022-2025.

It is clear that the market is moving towards using CZT detectors in CT and SPECT imaging.

 

KMK are the only independent supplier left capable of producing commercial scale CZT. Which means everyone else has to deal with them.

KMK did their first deal for CZT supply in 2019. 7yr supply agreement with Tier 2 Spectrum Dynamics. $58m over life of contract.

The second deal was with the remaining tier 1 OEM (which by deduction is with Phillips) in 2023. Phillips have 20% of the CT market at around $1.3bn p.a. Assuming a 100% conversion (this would take many years) to CZT detectors would mean a potential market for KMK of $300m-$400m p.a.

And today we see a deal with Siemens.....the story continues to build and this deal puts potential funding worries in the rear view mirror.

IMO a good deal that deserves more recognition today.

Https://x.com/theunsophistic2/status/1885009265246519637?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

Kmk telegram group

So $25m recieved by April

NHS framework and imagine contracts they’ll get now 🤔

Philips to show their hand yet too

Wow £250k bought in 20 minutes

EU Green metal funding announcement “March”

EU funding Clon 5-10 bags

Brines delivery “January”

Site visit by Bolivia gov “feb/march”

Contracts after

Last 3 Bolivia contracts £2b 🤯

10m then nt

Tr1 loaded 8%

“Through his advisors” 🤔

CHART pointing to .075 once through.05

💪

1003% it did last year

JV up 100% the past 6 months 🤔

Only 15m shares sub .05

Volkswagen Group, PowerCo and Canadian lithium company Patriot Battery Metals form a strategic partnership to secure the long-term supply of lithium raw materials from North America.

Volkswagen Group invests US$48 million to acquire 9.9 percent of the issued and outstanding common shares in Patriot Battery Metals.

It’s coming………

Can’t buy size that’s why

Any size premiums wanted

JV is up 100% in 3 months 🤔

Lithium pump pending..

Speculative plays to make the biggest moves

#CLON prime position, cooled off after its 1000% run last year, at lows and the story hasn’t changed

JV is a USA based company, playing into the Trump pump

Newsflow:

-Receipt/shipment of brines anytime

-site visit February/march

-EU funding, March?

Offtaker heavily rumoured to be VW, tr1 took 7% on the back of offtake through his “advisors”

These Bolivia salt flats contain 22% of the worlds lithium 👀

Lithium pump pending..

Speculative plays to make the biggest moves

#CLON prime position, cooled off after its 1000% run last year, at lows and the story hasn’t changed

JV is a USA based company, playing into the Trump pump

Newsflow:

-Receipt/shipment of brines anytime

-site visit February/march

-EU funding, March?

Offtaker heavily rumoured to be VW, tr1 took 7% on the back of offtake through his “advisors”

These Bolivia salt flats contain 22% of the worlds lithium 👀

Https://www.mining.com/web/bolivia-steps-up-lithium-dealmaking-despite-growing-opposition/

Leak????

Nt at .04

Confidence 💪

“ With the two new contracts, we plan to reach 49,000 tons of lithium carbonate annually within three years,” Omar Alarcon, president of state-owned lithium company YLB, said in an interview. “And we plan to send a new contract to Congress in the first quarter of the year.”

Authorities are negotiating contracts with European and Australian firms, he said in the Monday interview from La Paz.

BIO intends to fully fund all expenditure on development, clinical trials, accreditation and marketing of diagnostic tests for the CIZ1B Biomarker in North America which would represent a significant saving on current planned expenditure by the Company

· Cizzle will participate in the ownership of BIO through a grant of a 10% equity stake in BIO for no cash consideration

· Cizzle will benefit from inventions and improvements to CIZ1B technology for sale in the rest of the world

The test can be done in a gp office

And results are same day

Sure you’ve done your DD properly?