Member Info for DavidRoberts

Https://www.schurter.com/en/news/electronica-2024

VIS, do you have access to the presentation?

Yes, it's in the corporate presentation linked below,

However I was wrong, it's $13700 AISC

Iirc cost to produce per tonne is $17k

I don't think the movement of the market week by week or even month by month would have much effect on this tbh. Its the trend that matters.

What do you mean Gingy?

The 'Business Environment' section on page 10 is particularly worthwhile.

There is also this to consider, myanmar is at war.

https://policy.trade.ec.europa.eu/development-and-sustainability/conflict-minerals-regulation/regulation-explained_en#:~:text=What%20does%20the%20new%20EU,workers%2C%20and%20support%20local%20development.

The US is decoupling from China.

This explains better than I ever could and gives links the the appropriate legislation.

https://www.rusi.org/explore-our-research/publications/commentary/australias-critical-minerals-strategy-amid-us-china-geopolitical-rivalry

Having read the technical observations below, thank you.

I would just add, there's no liquidity , I think a few very serious people know exactly what this is worth and they probably own all the shares to kind of keep it safe. The last thing we want is a nefarious state actor buying every loose share in a mine that is militarily important.

I'll keep adding, if possible. I am however, feeling wary of the bod.

I've had an order in for ages. There's no liquidity. Only £100 worth but still. Anyway I've bought cusn instead today, got fed up of waiting

Gingy, great video linked yesterday, have a watch

Excellent video, thanks.

So much potential, especially with the United Downs site, that wasn't even included in the PEA.

I hadn't really factored in the potential for major price rises in Tin and the effect that could have.

There's going to be a queue lining up to provide the funding. Cad177million for the end of next year.

Https://www.smh.com.au/business/companies/could-tungsten-be-the-next-commodity-to-go-boom-20241016-p5kiw2.html

Https://www.iol.co.za/business-report/economy/eskom-proposes-r16bn-smart-meter-rollout-to-all-households-9467d4bc-430c-4fe3-9766-d5fba246b884

Nobody knows it's income for this year, roll on the 29th.

The report clearly describes cap-xx as a market leader.

Perhaps have a read....

https://www.globenewswire.com/news-release/2024/10/07/2959058/0/en/Supercapacitors-Ultracapacitors-Market-is-expected-to-generate-a-revenue-of-USD-15-73-Billion-by-2031-Globally-at-30-45-CAGR-Verified-Market-Research.html#:~:text=Lewes%2C%20Delaware%2C%20Oct.%2007,by%20Verified%20Market%20Research%C2%AE.

The last thing I want is a sp of 10p!! I reckon it's going to hover around here till the funding round. Then it might get to 10p, so now is the best time to buy.

This shares a long hold surely, 4 years plus

Https://www.bbc.com/news/articles/cdrjn0r7l3eo

If anyone thinks there's not going to be a mining boom in Cornwall they're mad

Https://www.globenewswire.com/news-release/2024/10/07/2959058/0/en/Supercapacitors-Ultracapacitors-Market-is-expected-to-generate-a-revenue-of-USD-15-73-Billion-by-2031-Globally-at-30-45-CAGR-Verified-Market-Research.html