Member Info for Ecclescake

Looks like Roders has upset a few corporate people an made some enemies, this article will be water of a ducks back and probably seen for what it is.

Could be something in a take over theory, I'm wondering what made Davis Snelling get his timing so right.

https://www.bloomberg.com/news/articles/2021-09-27/commodity-giant-trafigura-paints-bullish-outlook-for-oil-and-gas?sref=5dj0X2VO

Many will be wondering what's created all the interest and heavy buying in recent weeks. I think there maybe a clue in the line 'New product R&D is ongoing which includes specialty iodides for battery, oil/gas, and other applications.' Energy storage is going to be massive.

700 bond is the mid estimate and pay back is about 9 months on well cost. Could be higher output and the info for the oilfield development is invaluable.

suspension on the Australian Securities exchange extends to 7 October

In addition to RS, Newlands increase holding from 5.64% total to 6.63% buying 1.9m shares. They will have made informed purchases. What better buy signal could PI get

Richard Sneller who previously was a fund manager at Baille Gifford has gone from a non declared holding to 5.8% share holding. That should be seen as postive confirmation to holders and the wider market. There might be others trying to catch up next week so price should continue positively.

Record potash pricing, demand shifts.
https://stockhead.com.au/stockhead-tv/mop-record-potash-pricing-demand-shifts-and-outlook/

Interesting development
This sanction will have impact, but at this stage with SO4 who knows what. If they had been in production it could have been very good. Maybe it will motivate a buyer or the BOD
Https://www.mining.com/web/us-sanctions-on-belarus-potash-leave-out-nations-sole-seller/

I believe ST Micro will incorporate CFQD in there AR glasses
https://www.eetimes.eu/st-sees-ar-glasses-replacing-smartphones/

Iodine prices rising
https://www.indmin.com/Article/4000946/Iodine-prices-rise-amid-patchy-demand.html

Good point about Iofina production, but they do have stock pile and bringing more plants on line could be do quickly, IO 5 for instance.

Just to be clear iodine should going up as possible shortages become apparent.

SQM have had a massive fire which will stop 40% of its production and that will hit iodine prices no doubt.
https://www.df.cl/noticias/empresas/mineria/incendio-afecta-a-planta-nueva-victoria-de-sqm-en-pozo-almonte/2021-07-19/203150.html

High possibility that Samsung will settle after a positive outcome from the patent review board as they will not like the willful infringement judgment going against them.

A completion certificate means the build has been completed to spec, it doesn't mean it's in production. With this it could be the directors and mate's selling. Let's hope the modifications to the plant aren't too costly.

I've heard nothing. The usual planting time is May to June so if we haven't heard by now I'm not sure they will be sold this year. Hemp prices collapsed last year due to the over production in 2019. The storage costs must be mounting up so it would be great to hear there sold.

It does look like this is ready to ready to break out upwards.

Could be Costa Rica