Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Plumbs - different style of writing to previous releases. They must have been some very high level engagement to be able to put those timelines and detail in.
A welcome change and looking forward to the upcoming rise in SP.
Credit to MM over at the other place.
US, SAUDI ARABIA IN TALKS TO SECURE METALS IN AFRICA
The United States and Saudi Arabia are in talks to secure metals in Africa needed to help them with their energy transitions, the Wall Street Journal reported on Sunday, citing people with knowledge of the talks.
A state-backed Saudi venture would buy stakes in mining assets worth $15 billion in African countries such as the Democratic Republic of Congo, Guinea and Namibia, which will permit U.S. companies to have rights to buy some of the production, the report added.
The U.S. is in a race to catch up with China for supplies of cobalt, lithium and other metals that are used in electric car batteries, laptops and smartphones.
In a similar arrangement in July, Saudi Arabian Mining Co (Ma’aden) (1211.SE) and the Saudi Public Investment Fund (PIF) acquired 10% of Brazilian Vale’s base metal unit, while U.S. investment firm Engine No. 1 acquired 3%.
The newspaper said the PIF approached Congo in June about investing in cobalt, copper and tantalum in the country via its $3 billion joint venture with Ma’aden called Manara Minerals.
Manara is also focusing on iron ore, nickel and lithium.
The White House is seeking the financial backing of other sovereign-wealth funds in the region, but talks with Saudi Arabia have progressed the farthest, the Journal added.
The Saudi government and The White House did not immediately respond to a request for comment.
Wall Street Journal reports
PUBLISHED SUN, SEP 10 20231:58 PM EDT
I love this part
The newspaper said the PIF approached Congo in June about investing in cobalt, copper and tantalum in the country via its $3 billion joint venture with Ma’aden called Manara Minerals.
Manara is also focusing on iron ore, nickel and lithium.
There’s a rumble in Jungle!
Nice to see the SEZ progressing, update on their Facebook page.
https://www.facebook.com/zes.gouv.cg
I love that film from the 90s.
Anyway I hope no one is short at these levels, you could get seriously burnt! Strange the doom and gloom merchants have all gone quiet and hey presto the selling pressure stops. Amazing there’s me thinking Shard was smashing the bid all the time. Note to self don’t listen to posters with multiple accounts and an agenda.
All the best, in my opinion only.
Toodles.
Ex you do make me laugh!
You clearly traded this on the last rise and its amazing how you consider yourself so superior to everyone on here. You nit pick at any research or post to suit whatever position you currently have. You became all rampy on the last rise and know have returned to type. Subtly de ramping here and there, throwing in comments painting a negative slant where possible. Your also backed up by the individuals with multiple accounts as well!
I can see it and I am sure many others have your MO.
AFAICS
ATB
Nice find veteran. This link just up and similar story.
https://seekingalpha.com/news/3990584-vale-nears-deal-to-sell-10-of-base-metals-business-to-saudi-arabia-wsj
beardozey, whats wrong with whinging!!! if you have been here as long as you state and as you keep saying its a binary bet. then you know the status, so why whinge at your own investment decision or research that someone else is posting. just sell up and move on if your not happy, your constant whining certainly doesn't encourage anybody looking in for the first time.
"all the dot-joining has got us nowhere up to now! " unbelievable comment, you invested, your a grown up i assume and are responsible for your own decisions. so because someone posts research with validated links and is trying to work out a narrative for the benefit of all, you dislike them! so rather than sit in the dark and **** people off on this board, grow up and be an adult! one day these dots will join up!
Beardozer, you offer nothing to this board apart from your constant whinging. At least MM is supplying validated research, which you can take or leave. I don't see any of your research, I am interested to read yours please enlighten us!
Mitch, can you seriously see us sitting in the single digit pennies until shovels are in the ground once a deal is announced!
We will be long gone or you will be paying many multiples of the current SP. Don't get left left behind.
Ex
Copy and paste failed, here's the extra bit.
12 Nov 2022 Pointe Noire (PNR) Sao Paulo (GRU) (PPFCC) 7:51 15:35 07:44 11:35
Landed 11:35
10 Nov 2022 Brazzaville (BZV) Pointe Noire (PNR) (PPFCC) 0:41 13:38 12:58 13:38
Landed 13:38
09 Nov 2022 Sao Paulo (GRU) Brazzaville (BZV) (PPFCC) 7:45 04:59 21:10 08:55
Landed 08:55
Ex
As stated in my message everything is IMHO! I am not interested in articles on timber smuggling. I am talking about a corporate jet that has at times mirrored big Dens movements very recently. It also has only been active in Brazz since Oct 2022, I am sure your timber smuggling gangs have been active long since Oct 2022. When was the company restructure? Oh let me guess!
You asked. When was PP-FCC in Pointe Noire, pls ? Can we tie the date(s) into anything ZIOC-related ?
10th Nov me old fruit, plus routings linking Sau Paulo, Pointe Noire and Brazzaville , its all below.
You asked (2) How would VALE pursuing a railway project transAfrica (terminus Pointe Noire) that is barely (if that) at the conceptual stage be relevant to moving ZIOC forward? To the contrary, ZIOC has seemingly abandoned the idea of a rail route down to PN and has recently engaged the Chinese specifically to pursue the slurry pipeline option.
I don't think the case for the transAfrica rail hypothesis has (so far) been made ...or is helpful for the advancement of the ZIOC project, so look forward to your comments in reply.
I have no idea why your asking me about Railways, I was only replying to the movements of aircraft, if you read my original message.
09 Nov 2022 Sao Paulo (GRU) Brazzaville (BZV) (PPFCC) 7:45 04:59 21:10 08:55
Landed 08:55
08 Nov 2022 — Sao Paulo (GRU) (PPFCC) 0:46 20:48 20:02 17:48
Landed 17:48
30 Oct 2022 Sao Paulo (CGH) — (PPFCC) 0:48 18:02 17:11 20:59
Landed 20:59
30 Oct 2022 — Sao Paulo (CGH) (PPFCC) 0:48 19:08 18:19 16:08
Landed 16:08
28 Oct 2022 Sao Paulo (CGH) — (PPFCC) 0:48 15:22 14:30 18:19
Landed 18:19
14 Oct 2022 Sao Paulo (GRU) Sao Paulo (CGH) (PPFCC) 0:20 06:25 06:00 06:20
Landed 06:20
14 Oct 2022 Lisbon (LIS) Sao Paulo (GRU) (PPFCC) 9:19 06:02 20:42 02:02
Landed 02:02
13 Oct 2022 Cascais (CAT) Lisbon (LIS) (PPFCC) 0:22 17:00 16:59 17:27
Landed 17:21
Good Evening, I have been following the flight conversation and have dug into PPFCC historical routings.
First time into Brazzaville was the 3rd Oct 2022 and since then regular visits incorporating Sau Paulo, Brazzaville, Cascais (Portugal), Point Noire, Libreville, Lisbon and Miami. Below is a snapshot of routings in May 2023, which shows staying in Brazzaville for days at a time. Very recently Nguesso took a trip to Libreville for a short visit, PPFCC also went to Libreville at the same time. Interestingly the - - - - denoting no destination given, having tracked the aircraft it disappears in the Oyo region, home of Nguesso.
Imho these routings do not look like the routings of a timber company and at times have mirrored Nguesso's movements. Something far bigger seems to be going on!
17 May 2023 Brazzaville (BZV) Sao Paulo (GRU) (PPFCC) 8:34 20:29 20:29 01:03
Landed 01:03
17 May 2023 Libreville (LBV) Brazzaville (BZV) (PPFCC) 1:09 13:19 13:19 14:27
Landed 14:27
17 May 2023 Brazzaville (BZV) Libreville (LBV) (PPFCC) 1:09 10:51 10:51 12:00
Landed 12:00
15 May 2023 — — (PPFCC) — — — —
Unknown
15 May 2023 Brazzaville (BZV) — (PPFCC) — 07:39 07:39 —
Unknown
14 May 2023 — — (PPFCC) — — — —
Unknown
14 May 2023 Libreville (LBV) — (PPFCC) — 09:22 09:22 —
Unknown
14 May 2023 — Libreville (LBV) (PPFCC) — — — 08:02
Landed 08:02
12 May 2023 Brazzaville (BZV) — (PPFCC) — 16:27 16:27 —
Unknown
12 May 2023 — Brazzaville (BZV) (PPFCC) — — — 09:40
Landed 09:40
09 May 2023 Brazzaville (BZV) — (PPFCC) — 17:23 17:23 —
Unknown
08 May 2023 Sao Paulo (GRU) Brazzaville (BZV) (PPFCC) 7:30 08:00 08:00 19:30
Landed 19:30
Recent activity, with the jet at Brazzaville since the 9th July.
09 Jul 2023 — Brazzaville (BZV) (PPFCC) — — — 18:28
Landed 18:28
08 Jul 2023 Cascais (CAT) — (PPFCC) — 09:09 09:09 —
Unknown
07 Jul 2023 Barcelona (BCN) Cascais (CAT) (PPFCC) 1:36 15:00 16:00 15:53
Landed 16:36
02 Jul 2023 Cascais (CAT) Barcelona (BCN) (PPFCC) 1:21 15:00 15:02 17:30
Landed 17:23
01 Jul 2023 Libreville (LBV) Cascais (CAT) (PPFCC) 5:55 03:00 03:02 08:59
Landed 08:57
30 Jun 2023 Brazzaville (BZV) Libreville (LBV) (PPFCC) 1:08 10:33 10:33 11:41
Landed 11:41
26 Jun 2023 Cascais (CAT) Brazzaville (BZV) (PPFCC) 6:31 08:30 08:41 15:00
Landed 15:12