Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
This too shall pass.
The buyers are still there and continually growing on the sidelines ... they are just waiting.
The UK is a property crazy nation with a populous gagging for their own home.
We are a vertically integrated builder with one of the best cost structure in the industry so this could not be a better time to buy.
As Mr. Buffett would say, "Be fearful when others are greedy and greedy when others are fearful." and “It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”
Persimmons is a wonderful company at a wonderful price!
Filling my boots.
https://twitter.com/LiveSquawk/status/1630475458562146306?s=20
You keep selling and I'll keep buying. Thank you.
Jon Steinberg on BuzzFeed's Big Data Strategy: Paley Dialogues
https://youtu.be/V2arcV1vJuo
There is 8.9kg of lithium in every EV produced.
The EU will outlaw petrol cars by 2035.
https://www.visualcapitalist.com/sp/how-mineral-supply-will-change-ev-forecasts/
There is 66.3kg of graphite in every EV produced.
The EU will outlaw petrol cars by 2035.
https://www.visualcapitalist.com/sp/how-mineral-supply-will-change-ev-forecasts/
1 word; fearmonger
And if not, multiple car companies will be.
General Motors Co. and Lithium Americas Corp. (LAC) announced Tuesday they will jointly invest to develop the Thacker Pass mine in Nevada, the largest known source of lithium in the United States and the third largest in the world.
GM will make a US$650 million equity investment in Lithium Americas, which is the largest-ever investment by an automaker to produce battery raw materials. Lithium Americas estimates the lithium extracted and processed from the project can support production of up to 1 million EVs per year.
Hainan Mining plans to invest US$118 million to acquire a controlling stake in Bougouni lithium mine assets in Mali
https://mp.weixin.qq.com/s/-V8RQ0unAYlATs-nHDVwLg
Declaration date for dividend expected to be 9.43p per share is 23-Jan-23.
https://www.dividendmax.com/united-kingdom/london-stock-exchange/oil-and-gas-producers/gulf-keystone-petroleum/dividends
Agreed. Demand for housing has only paused and once interest rates stabilise, which they will, demand will return like a coiled spring. I think I’ll buy some more at these ridiculously low prices.
Miller told the BenchmarkWeek2022 conference, given the tonnage of graphite required, why the industry has not seen the surge and prices or market disruptions in anode feedstock similar to that experienced in cathode material market:
“The fundamental reason is that graphite is starting from a much larger supply base and batteries have not yet become the dominant force. Up to now this flexible capacity has allowed the industry to respond pretty quickly to surges in demand. Through the mid-2020s we see an increasingly finely balanced graphite market, but if you look towards the end of the decade both synthetic and natural graphite face serious structural issues and significant supply deficit.
http://bit.ly/3uaDKbm
Dividend not cancelled. Paranoia is stalking the markets at the moment but this too shall pass.
Chill. Mali is home to industrial mines operated by companies including Barrick Gold, B2GOLD, Resolute Mining, AngloGold Ashanti and Hummingbird Resources.
UN peacekeepers in Mali
https://peacekeeping.un.org/en/mission/minusma
Fracking is exactly the right thing to do. Unfortunately we have a woke Labour Lite government at the moment which Is, and will continue to be, useless at making the right decisions.
Yep. A long, prolonged recession at full employment. They'll be proven wrong again but the world will have forgotten their irresponsible predictions by then and will have moved onto the next crisis. Pathetic really.