Member Info for degsie

Yesterday and today. Coincidence or cooperation and coordination?

Link to interview. Only 7 minutes. KC does not seem worried about Czech government

http://proactiveinvestors.co.uk/companies/stocktube/10057/european-metals-holdings-to-formally-start-dfs-in-coming-months-10057.html

Only 7 minutes.

http://proactiveinvestors.co.uk/companies/stocktube/10057/european-metals-holdings-to-formally-start-dfs-in-coming-months-10057.html

GICS Sector Materials
Ticker LN:KDNC
Market cap 03-May-18 (£m) 18.5
Share price 03-May-18 (GBp) 0.23
Target price 31-Dec-18 (GBp) 0.87
277%
Upside from current share price to 87p
price target
78%
IRR outlined within the Yangibana Rare
Earth Project BFS

Updating valuation as portfolio climbs the
development curve
allery.mailchimp.com/110d0aa5f5d9bf9478796664e/files/c6167232-6e0c-4771-923e-b8ff58c8814c/Cadence_updating_valuation_04_05_2018.pdf?utm_source=Mining+Equity+Research+Distribution+List&utm_campaign=4b59633f9a-EMAIL_CAMPAIGN_2018_04_30&utm_medium=email&utm_term=0_59d61a1904-4b59633f9a-81726543

Ridiculous thought but is it possible that Trump is Russian agent attempting to undermine NATO,EU, agreement on global warming etc,etc

Bannor. I am not makong myself clear. I think the JVs could be icing on cake but at the moment I think they are in future The NPV s of BCN and EMH are the value of those companies now discounted for the likely time to start of production. Existing shareholders will be diluted but there should be a substanial upside to existing shareholders- KDNC.

Bannor. Do you not give ant credance to the NPVs of Sonora -$1.25 billion with lithium at $11000 and EMH $540m with lithium at $10000 plus that is only part -30%- of Cinovec. I know there will be some dilution.

Just picking up on Obs post; the market cap of KDNC is supported by equity stajes in BCN & EMH; everything else- JVs,MMS, Auroch, San Luis, Zulu, Greenland, Clancy - are in for free sublect to balance of loan.

Bannor. I read your posts and find them informative. I do think the BOd have found good investments but I am puzzked by the dealings with BCN; the purchase of shares at £1, the failed TO offer and the subsequent sale of shares for 70p. You place a lot of value on Sonoea JV and I hope you are right but how do you see that value being realised and how much is it?
I do think BOD are poor comunucators and KM does seem to do it all.

Shareholders are understandably concerned about BCN and EMH but there is positive news from Auroch and MMS and waiting in the wings are San Luis and Zulu. Greenland might be a winner and Yangibana confuses me. BCN should sort out funding shortly and the news for EMH from the Czech Republic is positive. MMS could be a real winner- DYOR and look at recent news.

Money Box Live. 30 minutes about electrci cars

I agee. See extract from announcement by EMH earlier in year. Now government in place this will be confirmed

The MoU outlines mutual willingness to explore downstream processing
opportunities, Czech academic research into lithium processing, potential future cooperation
and discussing and exploring possibilities of future agreements. All
Company rights are derived from the current Czech legal system, notably the
Geological and Mining Act, not the MoU. Any termination of the MoU would not in
any way affect the exploration rights of the Company or the Company’s tenure over
its exploration permits and the Company continues to progress the project with
ongoing metallurgical testwork, discussions with offtakers and preparations for
feasibility drilling underway.

Frankie
Annual report says approx. 8% for BCN, approx 20% of EMH, approx 15% of MMS, Auroch approx 7%.
No mention of Clancy.
I did email BCN about NPV and reply said at current lithium price it is substanially higher that $1.25billion.

KDNC Market cap: £17m equals value of investments in BCN and EMH

A review of KDNC’s investments.
BCN Market cap: £122m KDNC’s 8% £9.8m
NPV with lithium price $11m £1.25 billion KDNC share $90m
JV KDNC share $30m

EMH Market cap: £33 KDNC 20% £6.6m
NPV $540m KDNC 20% $108m

MMS Market cap: $C 10m KDNC 15% $C 1.5m

Auroch Market cap: $A 10m KDNC 7% $A 0.7m

Yangibana JV 30% Value ???

San Luis Value ???

Greenland Value ???

Cash per Annual Report £2m
Borrowings £4m

In the Annual report it says approx. BCN 8% and Auroch 7%.

KDNC presentation in April

http://www.cadenceminerals.com/wp-content/uploads/2018/04/Corporate-Presentation-KDNC-April-2018.pdf

Equinor- Norway's state backed oil giant-to pioneer trade in electricity from batteries.

Equinor- Norway's state backed oil giant-to pioneer trade in electricity from batteries.

Chase Fiori
@FioriChase
"#Lithium is now the world's second most important resource after oil. We are entering a new era for #commodities" $ASN fastracked towards #highgrade #brine in #USA & #JORC in a few months. #SI6 assay results for lithium soon & enormous highgrade #vanadium #titanium in #Africa.

Simon Moores
✔
@sdmoores
Our top lithium to EV trends of 2018 from today’s presentation.
1. Lithium world’s second most important resource behind oil
2. Auto OEM’s start putting plans into action
3. Lithium prices converge

Please explain. What is Red 1 code?