Member Info for Dhanteras

VW have good relationship with Cez and have said they want to be more involved in the supply chain

If the lithium content on average is 1% surely you need 100 tons of soil to produce 1 ton of lithium hydroxide? I’m not a geologist so happy to be corrected

Why is it the best?

Time and location. Oz v Africa. Though personally I have confidence in Ghana not Ivory Coast or Mali

Most lithium juniors are up 3x 4x 5x in the last 12 months. Except IRR. A 100% return over 4yrs for such a risky stock is quite ordinary

Everybody has their timelines depending on their own circumstances. If you can afford to tie up your money for years that’s great. Others may not be as fortunate as you.

Thing is , most folk don’t want to hang around for four years till production. The sooner this gets sold for a fancy price the better

EMH doesn’t have the money to buy ZNWD and is in any case a junior partner to Cez. If anybody is to buy BCN’s stake it will be a major like VW or some such

You are not wrong. Don’t forget BCN and ZNWD have common directors.

Piedmont announced that there will be delays to supplying Tesla ( probably due to permit issues). Bullish for IRR?

Does anyone have an opinion on what Bacanora is likely to do with its stake after Ganfeng takeover?

Well I wouldn’t say it’s doom mongering. It’s just a fact that it will be 4 yrs to production. Personally I would invest a lot more here if there is any hint of a takeover in next 12 months. I’m not going to hang around for 4 yrs.

It’s all very well saying the sp will rock sept. onwards. Many on this board have bought in the 20’s. drawn in by all the hype over Scallywag. If the price is so cheap why aren’t the institutions buying?

Would suit me just fine if Mascolo offloaded IRR in next 12 months. As you say, timing is critical and 4 years is a very long time in Ghanaian politics.

Yes but it’s a start. CATL is the biggest electric battery maker in the world. They’re not fools. Development is a process and they seem to be making progress with this technology. I’ve got plenty of shares here and elsewhere in the lithium space so this is not a welcome development

CATL has announced today it has produced a sodium ion battery. This was not expected for many more years. The rapid pace of tech. change is a big danger for us.

Who will buy the company though with Piedmont on the Register?

I do appreciate the humour. Let it not be said that Dhan doesn’t have a sense of humour. What are we going to talk about for 4 yrs? ??

Isn’t Keith better off selling the company?

It’s the time lag to production. 4 yrs is a very long time to hold shares. Let us hope Mascolo sells the company