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http://www.bacanoraminerals.com/cms/wp-content/uploads/2017/05/corporate-presentation.pdf Page 8 NPV not discounted and pre-tax $3.40b £2.52b NPV discounted at 8% for 12 years $1.25b £926m Lithium price of $11k £8.0k AV. Operating costs $3.9k £2.9k Do net of credits $3.4k £2.5K Share price should be much higher???

Link to article http://digital.olivesoftware.com/Olive/ODN/FTUK/shared/ShowArticle.aspx?doc=FTU%2F2017%2F12%2F28&entity=Ar00203&sk=0CFADB4E&mode=text Motoring. Innovation Five ways to tackle the electric car charging challenge With 43% of households having no off-street parking, business is devising solutions

Mr. Vidal will remain with the Company in an advisory/consultancy capacity going forward.

addicknt. Thank you for explanation. I am surprised there aren't more buyers than sellers

I'm surprised thast share price went down a few pence as to me it was "good" news. The directors believe the company will increase in value and that there is the possibility/probability of change of control in the next two years.

Is there a takeover bid waiting in the wings?

Bacanora Minerals Ltd Com (LON:BCN)�s stock had its �speculative buy� rating reissued by Canaccord Genuity in a research report issued to clients and investors on Friday, October 20th. They presently have a GBX 120 ($1.58) target price on the stock. Canaccord Genuity�s target price points to a potential upside of 46.34% from the company�s current price.

http://www.sedar.com/CheckCode.do BACANORA MINERALS LTD. ("Bacanora" or the "Company") (TSX-V: BCN and AIM: BCN), the Canadian and London listed lithium exploration and development company, is pleased to announce that the Environmental Impact Statement, the Manifestacion de Impacto Ambiental ("MIA"), for its flagship Sonora Project ("Sonora" or the "Project") in Mexico has been approved by SEMARNAT, the Environment Ministry of Mexico. The Company is also pleased to provide an update on its ongoing Feasibility Study ("FS") for a 35,000 tonnes per annum lithium carbonate operation at Sonora, which on course for completion in late 2017. "We are confident that Sonora remains on course to help meet expected strong growth in demand for lithium carbonate from fast-growing industries such as electric vehicles and battery storage. I look forward to providing further updates on our progress, as we focus on transforming Bacanora into a producer of battery grade lithium carbonate

As a chartered accountant I find it difficult tro believe that KPMG would not have confirmed that amount due from Philite would be paid especially as the amount is such a large part of value of BOX

Anthony Sethill granted options on 205000 shares in June 2014 and 180000 in January 2015. Jonathan Apps 150000 & 150000. All options have to attainn price of £6 for 90 days by 1 April 2019. AS purchased 50000 shares in February at a price of 79.25p. *************

Rest of link *************

http://www.*************.com/views/29029/frontier-smart-technologies-you-re-not-seeing-things-i-reckon-this-is-a-strong-buy Frontier Smart Technologies – you’re not seeing things, I reckon this is a strong BUY By Cynical Bear | Saturday 13 May 2017

Frontier Smart London-based semiconductor company Frontier has developed a specialisation in digital radios and connected audio devices, smoothly transitioning from DAB radios to the connected home. The 15-year-old business, founded by engineering professor Christofer Toumazou, counts most leading consumer audio brands as customers, including Bose, Panasonic, Philips and Sony, and provides audio modules based on its proprietary silicon chip design. It is one of a handful of companies working on smart Google products, including its Chromecast platform, which allows wireless speakers to stream music from services such as Spotify over WiFi and Google Home, the speaker with a voice-controlled intelligent assistant. In 2016, the group’s revenues stayed steady at £32.1m. Its earnings before interest, tax, depreciation and amortisation turned positive for the first time at £700,000. The company made a loss before tax of £3m, down from £9.1m in 2015. Anthony Sethill, chief executive of Frontier said: “2016 was an important year for our Smart Audio business, as we completed the development of our new Minuet solution incorporating Google’s Chromecast platform.”

In response to earlier posting it wasn't the presentation that was encouraging.,as I said KM was cut short-10 minutes is just not enough time. What was encouraging was chatting to KM, and I must stress he didn't give me any new information but he did clarify somethings I was concerned about and he was very positive about REM's investments. There was a handout at the presentation that I think should be on REM/Cadence website shortly and this gave a lot of information about the lithium market - prices (have increased), demand ( increasing at rate of 16%pa) and supply.

I went to Master Investment show yesterday and saw KM's presentation. It was a shorter version of the one he made at Deutsche Bank earlier in week. All the presentations were for 10 minutes and there was no time for questions. However I did have about 30 minutes one to one with KM afterwards and left feeling very confident about the underlying value of REM/Cadence. Last August W H Ireland suggested a price of 0.9p per share and calculated the de-risked value was nearly 5.0p.Since then there has been good news from BCN, EMH, MMS, Yangibana and the recent investment in Auroch and all should have added value. The report for 2016 will be issued in May and the AGM will be in June/July. KM is working his socks off; another presentation next weekend and he mentioned a further very soon. The change of name is part of the "marketing exercise" and the BOD does seem keen to increase awareness of the company. Everything I read about lithium shouts that it will be in demand- 500% increase in production of lithium-ion batteries by 2020- and I find it difficult to believe that a major investor won't be sniffing around in near future.

f you’re unfamiliar, lithium is the lightest of all metals. If you were to see it in the wild it would appear soft and silver-white, which is why it’s known as “white petrol”. It’s an alkali metal, so lithium is highly reactive and flammable. The last time you took a plane you might have seen warnings about taking lithium batteries on board. In fact, when Boeing released the Dreamliner replacement for the 747 it was plagued with problems with its batteries. Parts of the plane catching fire were a major issue until better housings were developed. The fact lithium is reactive makes it ideal for use as the anode (positive charge) in some batteries and as the electrolyte in others. Major innovations are coming down the line in the development of lithium vanadium batteries, which will be used in utilities, and Cambridge researchers have developed highly efficient lithium-air batteries, but so far there are few replacements of lithium in the production of rechargeable batteries. We’ll look at that side of things another day. Right now though, let’s just consider the opportunity this is presenting. Because just as with oil a century ago, the mad race to secure large supplies of lithium is creating a major opportunity for lithium suppliers. Lithium producers may not be innovators… but they’re vital to the tech world’s success. Much of the modern tech industry could not exist without them. If you’re a lithium producer that puts you in a great position – some of the biggest, richest and fastest growing firms in the world have to do business with you. Best, Nick O’Connor Publisher, Exponential Investor Category: Commodities

Tesla needs lithium to succeed. As do a great many other tech firms. But the batteries in electric vehicles use a lot more lithium than a smartphone. For instance, a Tesla Model S battery has 63 kilograms of lithium in it, the equivalent of 10,000 smartphones. That’s getting lots of people very excited about lithium. As a Deutsche Bank research note put it last year: This is the dawn of the Lithium-ion Age The commercialization of the lithium-ion battery in the 1990’s powered a 20- year surge in the telecommunication and computing industries following the rapid development of light, powerful, rechargeable batteries. As we enter the second half of this decade, the emergence of the Electric Vehicle (EV) is a globally significant thematic based on the same battery technology. Governments are setting carbon emissions targets for the automotive industry whilst also subsidizing EV technology. Beyond traditional demand markets and the emergence of EV, another potential market is beginning to materialize. Battery energy storage on a grid-, industrial-, commercial- and consumer-scale is reaching commercial viability, and rapidly falling battery costs suggest that the Energy Storage sector could grow materially over the next 10 years. Global lithium demand was 184kt in 2015, with battery demand increasing 45% YoY and accounting for 40% of global lithium demand. Based on our analysis, global lithium demand will increase to 534kt by 2025, with batteries accounting for 70% of global demand. As The Economist put it at the start of 2016: Demand is on the up. At the moment, the main lithium-ion battery-makers are Samsung and LG of South Korea, Panasonic and Sony of Japan, and ATL of Hong Kong. But China also has many battery-makers. Adam Collins of Liberum, another investment bank, talks of an “inflection-point” in Chinese demand for lithium salts. Its government is stepping up the promotion of lithium-ion batteries and electric vehicles, with the biggest emphasis on buses. Sales of “new energy” vehicles in China almost tripled in the first ten months of 2015 compared with the same period in 2014, to 171,000… This major ramping up in demand has – as you’d expect – translated into a sharp increase in lithium prices. This chart tells the story – pay particular attention to the doubling in prices at the backend of 2015: That kind of massive ramp up in price tells us a couple of things. It would say it shows signs of panic buying. The price could slide once the panic subsides. But the panic itself tells us that there are people in the market who do not want to miss the boat and are worried there won’t be enough lithium to meet demand. Hang on, what is lithium? If you’re unfamiliar, lithium is the lightest of all metals. If you were to see it in the wild it would appear soft and silver-white, which is why it’s known as “white petrol”. It

https://www.exponentialinvestor.com/worlds-valuable-commodity-revealed/ What’s the world’s most valuable commodity? That’s a loaded question. Depending on how you’re invested and what your worldview is, your answer could be anything from gold to oil to water… or if you’re of a certain disposition, perhaps whisky and gunpowder. I want to look at things from a different point of view. To decide what’s the most important commodity in the world, you first need to ask yourself: what do the world’s fastest growing industries need to succeed? Perhaps a century ago it was oil, after the invention of the internal combustion engine. And maybe half a century ago it was silicon, as the microchip became a vital part of the tech industry (and after that, the world). What is it today? It might surprise you, but I think it could well be lithium. The world needs lithium big time Here’s part one of the story. If you’re reading this on a phone, tablet or laptop… you’re almost certainly using a lithium-ion battery. The last two decades have seen handheld devices, and the batteries that power them, become a major part of life. That created major demand for lithium. It’s still a growth industry. As important as lithium batteries are… they could still be a lot better. Cheaper, more efficient and higher energy densities are the watchwords here – that’s what the energy industry is after. And the coming years are likely to see continued improvements in the efficiency of the batteries we use every day. But that’s only part one. Part two is a much bigger disruption. The shift to electric – and driverless – cars is happening right now. These cars need lithium to run. And they need an awful lot of it (compared to what a battery requires). You’ve likely heard of Tesla, run by billionaire entrepreneur Elon Musk. Musk’s masterplan is to turn the way we travel on its head: by first developing high-end electric cars, using that money to produce more affordable electric cars and then to develop driverless electric cars. A detailed analysis of the merits of this plan, as well as the second and third order effects it would have on the rest of the world, is beyond the scope of today’s note. For our purposes it’s enough to just ask: what does a company like Tesla absolutely need to stay in business? A key part of Tesla’s business model is battery technology. A competitive electric driverless car needs to be able to run without charging for a good couple of hundred miles. To do that it needs a battery – most likely a lithium-ion one. And that means Tesla needs lithium. Elon Musk has been explicit about this. As he put it, “In order to produce a half million cars per year… we would basically need to absorb the entire world’s lithium-ion production.” Tesla needs lithium to

http://clients3.weblink.com.au/pdf/AOU/01839697.pdf

In the programme on the website