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http://www.cadenceminerals.com/ Link to KDNC and all RNS's are listed. I'm not aware of any more deals where KDNC will have to issue shares.

Frankie. The terms are already agreed -see RNS dated Dec 11th- cash to be paid and number of shares to be issued. The share price will not change number of shares to be issued to vendors.

I think this is positive as I can't think EMH would appoint COO if there was any doubt that the development would proceed. EMH should make announcement advising shareholders of position with government.

Presentations : Cyprus - Expo International May 22nd Cyprus - Gaming show May29 Amsterdam - Money20/20 June 4th Malta- Champagne shower July 7th

KM bought 3.5m shares and DS bought 6.2m in December at prices 0.27/0.31p The directors have to buy shares to the value of �1000 each for the next 9 months- they have already done so in Feb/Mar/ Apr- in order to be able to exercise options that vest next February at various prices but the majority -160m- at a price of 2.18p.

Rest of article Two trade-based strategic investors are pumping money into the fund � NEC, a lead supplier of batteries, is investing either 10% of the proceeds or �8m, and engineer Nippon Koei is investing �6m. Three seed assets have been identified, including one in Yorkshire, which is located next to an industrial mining group � industrial businesses need their own back-up source of uninterruptable power. The first of many This is the first of its kind as a fund, but there are others looking to list with similar propositions in the next few months. By the end of this year we could have as many as three different battery funds. Competition will centre on the robustness of the cash flow behind the yield, and the ability to deploy new battery units across the UK over the next 12 to 18 months � rapid deployment is key. Overall my guess is that this Gore ST fund � and its imminent competition � will have a receptive audience, especially among investors who want a source of dividends that isn�t overly reliant on subsidies. If the existing renewable funds are any measure, this new fund might even trade at a modest (5%) discount to NAV, although its size will matter � if it only raises, say, �50m to �80m, it might be viewed as too small. But I suspect that won�t happen, and that the fund will be seen as a useful diversifier for renewables investors. You can learn more at GSEnergyStorageFund.com.

David Stevenson Plug into the future of energy How to generate an income by investing in the backbone of the new energy economy Energy storage is key to offsetting the unpredictability of renewables The building blocks of a new energy economy are slowly slotting into place. The foundation stones were laid many years ago with the huge wave of investment in renewable-energy production technologies � notably on- and offshore wind power and solar-panel farms. This has resulted in an explosion of output from green energy sources. Next came the reinvention of the lithium-ion battery as a source of power not only for phones, but also for new cars. This has turbo-charged investment in all manner of battery technologies, with Tesla�s home storage units just one example. But the new energy grid has also created increased volatility of power output � wind and solar don�t always produce the right amount of energy at the right time. Somehow, we need to build a more robust, decentralised grid where power can be turned on and off in a matter of seconds, and we�ll need a system that could cope with a potential sixfold surge in peak grid demand. Cue the rise of energy storage. The business idea isn�t complicated. Pack lots of lithium-ion batteries into a container, hook it up to a source of power at one end and to an output that ends up with the grid on the other. As renewables provide intermittent and unpredictable power, these new battery units can be used as one small part of a robust �base load� system. There�s a policy objective at work too. If we want a cleaner, greener grid, we�ll need this distributed back-up power, with attractive market pricing for the right operators who can get the right sites, now. What�s needed is a source of finance with the right contracts in place to build or buy these units, dotted around the country. An income play on batteries Enter a new fund that has just gone live with its initial public offering. The Gore Street Energy Storage fund aims to raise up to �100m to fund a UK-wide roll out. This is another �yield co� play � the targeted yield is around 7% of net asset value (NAV) after year one, with proposed dividend cover of 2.95 times cash earnings. According to the managers, the internal rate of return on these projects should be around 10%-12% a year. The main counterparty will be National Grid. The fund�s managers are keen to emphasise that their revenue projections aren�t reliant on public subsidies or exposed to power-price fluctuations. Two trade-based strategic investors are pumping money into the fund � NEC, a lead supplier of batteries, is investing either 10% of the proceeds or �8m, and engineer Nippon Koei is investing �6m. Three seed assets have been identified, including one in Yorkshire, which is located next to an industrial mining group � industrial b

Sam. I agree. The BOD have made some very good investments and KM works hard at telling investors about KDNC; he is at two events in April -see company web page. It's unfortunate that Czech government has confused shareholders about EMH but Keith Coughlan seems confident that EMH will be OK. The BOD's options that vest next February most of them at 2.18p give me comfort.

Reply from KC. Nothing has changed with regards to our licenses and permits and there is a clearly defined process for the ongoing development of Cinovec. We can�t sit down and have specific discussions until the new government is in place but will do so when that happens. Have a read of the following article which seems to be saying all the right things about business in Czech in general going forward. http://www.praguemonitor.com/2018/03/22/babi%C5%A1-promote-internal-market-open-trade-policy-eu-summit

Very positive. Target price 1.47p http://www.alignresearch.co.uk/wp-content/uploads/2018/03/Blenheim_Natural_Resources_Update_Align_Mar_2018-1.pdf

Bacanora, the Canadian and London listed (TSX-V: BCN and AIM: BCN) lithium exploration and development company focused on Sonora, Mexico, announces that the Company has issued 1,000,000 new common shares in the Company ('the New Common Shares') pursuant to the exercise of options by Fernan Pty Ltd, a consultancy wholly owned by Mark Hohnen, Executive Chairman of Bacanora Minerals. The options are being exercised at a price of GBP�0.77 per share for a total consideration of �770,000. Following this exercise, Mr Hohnen's beneficial interest in the Company's shares stands at 2,514,951 (1.9% of the Company's issued share capital).

March 22nd http://www.praguemonitor.com/2018/03/22/babi�-promote-internal-market-open-trade-policy-eu-summit

I phoned BOX 10 days ago and was told the results were with NOMAD.

Email from KC ." we have the sole and uncontested rights to Cinovec."

An operational update from Zenith this morning where the workover programme in the Zardab Field is what can best be described as challenging. The Z-21 workover has seen the coiled tubing intervention successful but there is more to do and this should complete in April after new kit arrives in country in March. At the Z-28 workover, again much work has been completed, leaks have been sealed and the well cleared down to 3583m, but with the aim being to clear to 3944m that will be completed after the Z-21 when that kit is available. The company has been upgrading its A-80 workover rig to increase its capabilities and will be able to use it much more regularly, this coupled with the recent purchase of the A-100 truck mounted rig in January, which is being constructed nearby, should arrive in late April. The ESP upgrade programme has increased from 11 to 13 wells of which 7 have already been installed, these pumps uplift production and reduce downtime but there is a delay on the delivery of the next six units, accordingly Zenith has arranged another supplier with delivery in May. With current production of 350 b/d and a higher than expected natural depletion rate having been exacerbated by loss of wellbores in some primary targets, (due to uncemented casing collapsing) when rehabilitation starts there should be significant upside in production levels. Accordingly the production target of 1,000 b/d is still intact but now is planned for by this year end. I met with COO Mike Palmer when I visited Zenith recently and he is a first rate operations man, he and his team have clearly learned a lot from this process where the workovers were not �as historical information had led us to believe but our view of the quality of the geology and the opportunity presented by these wells remains unchanged�. With a good quality team and plenty of new kit, these recent problems should soon be behind them and are of �little material consequence when considering the longer term, very significant, prize at hand, and the broader picture of our profitable oil production activities in a field with vast, untapped oil reserves�. It is for these reserves that I believe will mean that Zenith should be able to deliver the goods in the coming months.

I spoke to someone at BOX and he said a trading statement would be issued quite soon after year end,

is Empire Global Management Ltd with 500m shares-21.22%. not a UK company. Any ideas who they are?

And if 2017 was the year the mining industry jumped on to the EV bandwagon, 2018 is set to be the year where serious capital is allocated. One particularly interesting example of this is Bacanora Minerals (BCN), an Alternative Investment Market (Aim)-traded lithium explorer that has just published a defined feasibility study (DFS) for its flagship project in Sonora, Mexico. BCN:LSE Bacanora Minerals Ltd 1mth Today change 0.00% Price (GBP) 106.50 The headline numbers are enticing. Although Bacanora’s market capitalisation sits at £150m, Sonora has a net present value of $1.25bn, an internal rate of return of 26.1 per cent and life-of-mine operating costs of $3,910 per tonne, putting the project in the lowest quartile of the industry cost curve. As any early-stage mining investor knows, the key question now concerns how much equity must be given up – and at what price – to fund initial capital costs of $420m. On that front, the early indications are very good: two days after the DFS was published, Chinese technology fund NextView Capital agreed to pay £31.2m for a 19.9 per cent stake in the group, by way of a non-dilutive placement of 33m shares at 94.5p a pop. In return, NextView gets a seat on the board and a guaranteed initial offtake of 5,000 tonnes of lithium carbonate per year. This strategic agreement follows the April sale of a 10 per cent stake, again at market price, to Japanese trading house Hanwa IC View While it is tempting to buy into Glencore’s grand strategy, its sway within nickel does not match its dominance in markets such as zinc. Furthermore, ambitions to double cobalt output requires hiccup-free trading in the Democratic Republic of Congo, one of the world’s most politically-fraught mining jurisdictions. And no large diversified miner, Glencore included, can claim to be a ‘pure play’ investment in EV technology. Bacanora, though a lot less diversified, is much more geared to the trend, even if its share price remains capped ahead of a funding package, expected before next summer. A mixture of cheap Japanese bank finance, recent placing prices, and the support of existing institutional shareholders such as M&G and BlackRock, could help ensure minority interests are not too badly hit, but at 106p we pause our original buy call (86p, 10 September 2015) ahead of the 2018 financing. Hold. Last IC View: Buy, 92p, 11 Apr 2017

Identifying new sources of critical minerals in the U.S. for the U.S. Cutting down on the leasing and permitting process. Companies that could be positively affected by such an order include ALB, FMC, Piedmont, Pure Energy, Lithium America's and others. Much has been written about the Electric charging evolution such as: Volkswagen to install 2,800 U.S. electric vehicle charging stations Sweden is subsidizing installation of home chargers for Electric Vehicles Shell, made its second large Electric based acquisition of 2017, buying an electricity provider. As reported by the NYtimes companies such as Shell are "striving to remain relevant in case the demand for oil, which is currently growing strongly, wanes in the coming decades. ICYMI, we published the following pieces over the last few weeks: Bitcoin Vs. Lithium Thoughts on Kidman Resources Presentation Our 2018 Outlook If you haven't done so already, join the over 700 people that follow us on twitter! thelithiumspot | January 2, 2018 at 2:43 am | Categories: Uncategorized | URL: https://wp.me/p8NKJk-nl

New post on The Lithium Spot The Post Holidays Lithium Catch Up by thelithiumspot Now that the holidays are over, it's time to catch up on the biggest stories that have occurred over the last two weeks: The EV boom which in turn fuels the Lithium boom is best summed up in a piece by the Economic Times that stated "Car-owning households soared from 8% to 80% in a decade, as the Ford Model T became 62% cheaper in 13 years , and GM and DuPont developed an innovative financing mechanism called car loans." This really sums up what will occur when the world transitions from the Internal Combustion Engine (ICE) to Electric Vehicles over the next several years. There's a current talent crunch when it comes to mining Lithium. In particular, the many upstart projects trying to launch in Argentina are threatened by a dearth of talent. For example, SQM is sending 50 of its engineers from Chile to Argentina in order to help shore up its JV project with Lithium America's. This challenge could potentially stop new upstarts from launching or hinder projects once production has begun. A bullish sign for the EV demand picture came about when China announced it would extend a tax rebate on purchases of new-energy vehicles (NEV) until the end of 2020. Much of the EV story is really centered around China and the demand coming out of it. As a result, this is certainly a bullish sign for the EV demand picture. Another bullish sign for the EV demand picture came out of the WSJ, which is increasingly covering the EV story. "Old line industrial companies" are trying to "supply the car makers of the future." With regards to particular Lithium companies, in case you missed it, here are some quick recaps of what has happened as of late: Lithium X was acquired by NextView capital. In our 2018 outlook, we said that consolidation in the industry will rapidly increase. Orocobre stated that the tight market continues into the first half of 2018 and that pricing will increase by 25% vs. the second half of 2017. Lithium America's confirmed that their shares will be listed on the NYSE sometime in January, making them one of the first pure play Lithium companies traded on a major U.S. stock exchange. Pilbara Minerals inked a deal with Atlas Iron supplying the company with direct shipping ore (DSO). SQM, which has had a long outstanding issue at hand with the Chilean govt, is in the process of reconciliation which could come to an end very soon. Further good news for SQM, the Chilean people elected a new government in November which is pro business and should be another boost for the company as well as all Lithium producers in Chile. Scientists looking into Lithium rich batteries called "super batteries" which would power EV's 50% farther. Can you imagine the Lithium demand which would come of that? President Trump signed an executive order which stated two main objectives: Ide