Member Info for degsie

EMH market cap.£29m. NPV $540m- £415m based on lithium price of $10000.

He comments on BCN- NPV $1.25billion with lithium at $11000- lithium currently $16000.

https://www.youtube.com/watch?v=hFwzD3Wqyes&feature=youtu.be

https://www.youtube.com/watch?v=hFwzD3Wqyes&feature=youtu.be

Sydney, Sep 27, 2018 - (ABN Newswire) - Hastings Technology Metals Limited ! (ASX:HAS) is pleased to announce completion of a major milestone in the environmental approvals process for the Yangibana Rare Earths Project. Hastings has completed the scope of works in the Environmental Protection Authority (EPA) approved Environmental Scoping Document to the satisfaction of the EPA and decision making authorities (key stakeholders).

Ivybush
Absolutely agree

In Saturday’s Telegraph

National Grid will connect more than four times the number of
new energy storage sites to the system to the system this year as
Britain’s battery boom gains traction.
The energy grid operator told investors that falling battery costs
and the drive towards electric vehicles charging had spurred the number
of applications to connect new sites to the main transmission system.

I agree -good news. Interim report due and that should tell us more.

Link to article

https://stockhead.com.au/resources/morgan-stanley-got-it-wrong-on-lithium-over-supply-says-this-mining-boss/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter%20Fri%20Sep%2021%202018&utm_content=Stockhead%20Morning%20Newsletter%20Fri%20Sep%2021%202018+CID_4247216700d144e68075196a84757004&utm_source=Campaign%20Monitor&utm_term=Morgan%20Stanley%20got%20it%20wrong%20on%20lithium%20over-supply%20says%20this%20mining%20boss

I take comfort from the NPV of $1,25billion based on a lithium price of $11000.

The link below is to research dated today on Greenland Minerals that has property adjacent to KDNC's property. There does not appear to be any value attributed to this in KDNC's accounts. I hope there is some comment in interim report due soon.

https://static1.squarespace.com/static/5af533a312b13fb602fe7d7b/t/5ba2b0fb0ebbe80e3d7af9d3/1537388806034/Greenland+Minerals+initiating+research+report+20+09+2018.pdf

Chilten Raiways plans to run diesel and battery-powered trains from next year.

Market cap of KDNC £13m.
I have been checking through value of investments held by KDNC to reassure myself that KDNC is a good investment.
The value of shares held in BCN, EMH,MSS,AOU and CLY is £11.2m.
KM in a recent -June 28th- interview https://www.brrmedia.co.uk/broadcasts-embed/5b34a1a91eb9836a7ff26528/?popup=true says that KDNC’s share of NPVs of BCN & EMH is $130m (£100M) after dilution and in same interview he says that he hope to crystalize value of JV with BCN.
In addition to above KDNC has investments in San Luis, a JV with Hastings, Greenland and 10% interest in licenses held by CLY.
Interim report of KDNC is due this month. I have asked KM to include a list of investments showing cost, present value and , where possible, potential value.

The article is very .positive.
Well worth a read

KM states in interview -link below- that KDNC's share of NPVs of BCN & EMH after dilution for raising funds is $130m (£100m).He also says he hoping to crystalise value of JV with BCN.

https://www.brrmedia.co.uk/broadcasts-embed/5b34a1a91eb9836a7ff26528/?popup=true

So do I.

Frankie. If you click on link you will hear KM interviewed for about 8 minutes.

Posted before I'd finished
The link is on KDNC website- if its been posted before- I apologise.
He says Kdnc's share of NPVs on BCN & EMH worth $130m after dilution also hopes of crystalising value of JV with BCN

https://www.brrmedia.co.uk/broadcasts-embed/5b34a1a91eb9836a7ff26528/?popup=true

https://stockhead.com.au/experts/expert-view-why-the-lithium-bubble-is-far-from-bursting/

Lithium Ion Batteries Provide Reliable Backup Power For Data Centers
Smaller, lighter lithium ion batteries are supplanting traditional lead acid batteries in the uninterruptible power system business.
https://www.designnews.com/electronics-test/lithium-ion-batteries-provide-reliable-backup-power-data-centers/197113241159453