Member Info for degsie

I am colour blind so difficult for me. Are you suggesting that stockpile is being moved?

Macarthur Minerals hits the ground running in encouraging ASX debut.

https://www.proactiveinvestors.com.au/companies/news/908619/macarthur-minerals-hits-the-ground-running-in-encouraging-asx-debut-908619.html

Very positive and there is also Zinnwald

According to EIT InnoEnergy the potential value of the entire battery value chain in Europe-mining,refining,cell nanufacturing,battery backs and recycling- could be worth £200bn by 2025.

Obs. Please explain.

German car industry will be forced to invest 40billion euros into battery -powered technologies over next three years.

German car industry will be forced to invest 40billion euros into battery -powered technologies over next three years.

Frankie. You email Kiran and all other posters.

Good interview. Very reassuring.

Very positive presentation.

https://www.bacanoralithium.com/cms/wp-content/uploads/2019/11/BCN-Presentation-Q4-27.11.19-FINAL.pdf

CEZ has agreed to pay 21.8p per share and the consensus was that CEZ had done a very good deal. Cinovec has a NPV of $1.108billion as compared with the market cap of EMH of £25m.I know that CEZ has to complete due diligence but I can only think that after all this time that is dotting”I”s and crossing “T”s. Shares were placed in August at 18p.
Downside small, upside large.

An alliance of European companies, including Nestle and Unilever, has called on Brussels to help them tackle the enormous carbon footprint of road freight by compelling truckmakers to mass produce zero-emission vehicles

If you look at accounts you will see that salaries were down over 20% and out of reduced salaries each of directors invested £1000 per month for a year in buying shares in KDNC.
In June this year three of directors invested a further £350k buying shares at 11p.

First JCB electric mini excavator delivered

Difficult to understand why share price has not reacted positively to news of deal with Ganfeng. The assets have not changed, Sonora NPV £1billion -Zinnwald £370million. Ganfeng has a market cap of $4billion and therefore finance for project is assured. Market cap of BCN is £52m.
VSA has a target price of 112p.

WH Ireland has valued KDNC’s share of Yangibana JV at £12m but has discounted this by 90% to 1.1p per share in target price of 44p

COO of Hastings said " the Yangibana orebody continues to amaze us . Not only with its world-class ratios of Nd2+PR6O11 but now these results have confirmed that ore sorting presents a real and future prospect to gain higher operational efficiencies from the processing plant".
What is the value of KDNC's JV???

Bacanora Lithium (BCN LN) has announced that it has raised £7.7m (US$10m)
at a price of 25p/sh. through the issuance of 30.92m shares. The placing made
at the request of one of the company’s key institutional shareholders
underpins the support for the project beyond that of Ganfeng. M&G will, as a
result of the placing, increase their position to 19.9% which we view as a
significant endorsement of the company’s strategy in particularly in relation to
successfully bringing on board Ganfeng Lithium. Our valuation is calculated on
a fully diluted basis and therefore our target price is only marginally impacted
by the placing and we reduce it by 1.8% to 112p/sh.

"Forecast lowest quartile operating costs, a 200 year plus resource base and high-grade, high value end product ideally position Sonora to play a major role in the ongoing battery technology revolution that promises to transform and reshape how businesses and industries operate. We are focused on capitalising on this opportunity for the benefit of all our shareholders and I look forward to providing further updates on our progress."

A vote of confidence from major shareholders.