Member Info for DRealJohnJohno

Certainly does Paul.

The highest grade mineral sands project in the world.

Looking forward to DFS…

The drill results was one of my concerns!!! With the results released today we are in a different world to the competition with THM grade. Nobody is even close to us…

I have no doubt this will be an absolute cash cow.. sure the big competitors are looking at us now. Great update

I just said the same Paul in telegram group. Over talks.

Frayne got me excited when he said the DFS is due very very soon. ( this week)….??

Frayne on Sunday roast again.

https://audioboom.com/posts/8068192-midweek-takeaway-bank-holiday-monday-rutile-mineral-sands-and-graphite-special-aim-cmet-lse

Thoughts

Some of us have been here for a while. The news flow is building with:

- DFS
- IML
- DRILL RESULTS
- Offtake
- Pre construction commencing.

My predictions are DFS this week…. IML, Drill results and offtake to follow almost immediately….

I agree it’s a no brainier but we desperately need this DFS and ML. It will attract new buyers to CMET given it will be a cash cow.

For us in it at this price should reap the rewards, but we do need frayne to start delivering. He’s done it before taking a company through EIS to production increasing MCAP from 10m to 250m plus so he’s got the pedigree…..

Need news…

Stockwell/Frayne must be still in Sri Lanka as they only went over few days ago and indicate of meeting with government officials as outlined in RNS . I am expecting more news flow in next week on further outcome of meetings.I think the EPL was already in hand and more significant news due. All guess work but not sure this is the end of it

Hi Daltp,

What is your purpose? If your not invested or interested why get involved. Looking at all your posts you just bash shares. CMET and others.

Iknow you have blocked me on Twitter as I called you out for it, but why not have decent debate instead of getting involved.

I’m bullish here, as stated above as CEO you make your money from attending these meeting.

Frayne is in Sri Lanka for one reason for mining lisence, offtake discussions/finalisation/ I suspect to present the feasibility study in draft/ share initial draft results of results.

There is no reason why he needs to release this to the market till all finalised as he will want step into construction to be minimal..

Long story Paul, send me your email and will give you a download. I put it in the telegram group.

You noticed the new website for damsila exports https://www.damsilaexports.com/index.html first time I have noticed it.

https://twitter.com/Railwayinvestor/status/1506241467404148738?s=20&t=HA4EaanBSENTDcdBEciTrw

Sand mining conference today to re-start sand mining in Sri Lanka. With capital metals official being over in Sri lanka this week, could be a sign…

Who knows we have waited long enough

Anyone got an idea when we can expect next set of results? I appreciate it will be March but any confirmed date?

https://news.sky.com/story/inside-the-arms-race-to-build-the-batteries-which-will-power-britain-12537246

Yes gone past now, look at the tracker on the below link. All clear

Seems to gone all quiet on the news flow, surely some big news dropping soon….

News to start building level at 90-100p, found decent support at this level now.

Agreed Paul, I am heavily critical of frayne as I feel he could of been a better CEO in terms of promoting the product. On the other hand, you see lots of CEOs on AIM pumping consistently which he hasn’t done at all.

I am (hopefully) putting this down to pure arrogance that he knows the project is that good true value will come when it comes. He’s heavily invested here with his wife as one of top 5 shareholders with his company so he wants this and has evidence of taking previously company from 10m to 250m Mc.

Like I said above, he could of done more in my view but I’m not a CEO so hopefully he’s timing it all right

Ilmenite pricing is going vertical. Was worth US$250/t back in Oct '21, 3 months later now US$400/t!

Capital metals economics where strong with the highest grade minerals of any project but with prices nearly doubling….. I am looking to the Business case assessment when resource upgrade is done in matter of weeks.

Rerate without doubt

https://www.themorning.lk/restoring-the-environment-a-work-in-progress/

“Mineral sand exploration and mining is strongly criticised by environmentalists. Have companies obtained EIA reports by now to continue mining mineral sands?

All companies that are involved in these projects have to obtain the necessary assessment reports. Once the mineral sands are extracted, no company will be allowed to export any of the unprocessed sand. We will only allow them to take the material out of the country after a value addition has been made.

Their activities will be closely monitored, and the sites too will be subjected to audits to ensure that there is no adverse impact to the environment and that no unregulated activities take place.”

Positive news for CMET which means higher price for there products if To2 as they said this would only be viable in the EIA if mining areas was larger

Been quiet for a while here just sitting waiting for the news flow. Recently took a look at the presentation which again shows why I invested here, we have the highest grade product of any mineral sands project in the world, by some way to others.

The drilling results and resource upgrade will significant for SP and offtake.