Member Info for elcobbledore

Aha I see bfd, thanks for clearing up

Yep makes sense. Only thing I’m finding hard to understand is sales figure is higher than production figures, shouldn’t it be the other way round?

Yep fair enough potatohead everyone has their own opinion, I hope it’s a positive reaction but I’ve got used to people selling on good news!

Potato head it’s best to read all of the RNS rather than just the topline. Here is the detail re Jan. Quantity should improve in Feb onwards.

The total tonnes mined are lower than that planned for the month. This is due to the reduced availability of mining equipment and haulage trucks. This is expected to improve in February 2026 as the mining contractors have committed to mobilising additional haulage trucks and equipment to increase the movement of mining tonnes.

Vita future I’m going for. But I may be wrong!!

Ps initial capital, surely they’re keeping this for the stage 2 build?

The thing is I’m not an expert at mining operations…you seem to know your stuff and it seems v complicated and not just here we go it’s like a Lego set and you switch it on (like certain individuals think). It’s a v complicated operation! But Bernie and Steve seem to know their stuff. Another $28-30m or so to be paid in the next few days too to LMLB using estimate of $1750 (low balled it a bit) and getting 86 per cent of this figure based on first shipment. Great stuff! The big investors may be waiting on the sidelines and will love to see regular payments flowing in.

Agreed Lav, plus it’s good to have a bit of honesty in saying the below. As an investor I’d much rather honesty from the board and then finding solutions. It’s also not a massive drop in production forecasts. The detail in the RNS is fantastic and puts to bed concerns that investors have. Amazing job Bernie and the team! 99 per cent of junior fails to get to this level.

The final full year production for calendar year 2025 totalled 41,916 DMT (previously stated as over 45,000 tonnes), at an average grade of 5.33% Li2O (previously 5.39% Li2O), and remedial actions have been taken to prevent this occurring in the future

ESG is important for long term sustainable partnerships. Hainan mentioned in second half.

https://iol.co.za/news/africa/2026-01-28-esg-in-action-the-story-of-a-lake-a-tree-and-chinese-mining-in-africa/

Yep we need to know that for sure, I think a chunk was invested into ctai right? We don’t know how much though…

The good thing is cash burn is low (just pay Palumbo £10k pa I think). Loads of v interesting AI companies that could do well, especially cameramatics and vizgard. Napster I’m unsure of re the $3bn funder pulling out. Last realisation was almost the total market cap of MFAI so if a few of these come in, the re rate will be substantial but may need to sit on hands for a while

Yep I mean with 27 current investments there just has to be realisation news at some point soon. No doubt other investors will be pushing SVV to get something over the line soon…

It’s clear that lithium investors is the same person as chef/browne/bloggs. Best to green bin and let them talk to themselves. Reminds me of that film split, very strange behaviour.

Interesting video

https://www.linkedin.com/feed/update/activity:7424723591214174208

Surely will come soon, it’s only been 11 months!!!

So glad ggp is an advanced beastly gold project. So many issues with the likes of geo, wsbn and now mila. Not to say they won’t succeed but my fingers have been burnt way too many times in the junior market space.

You now have to add details on the Shanghai metals website, you don’t have to subscribe and pay though.

Lithium price $1968 - down around 5%. However all metals are down after the gold and silver crash. Still making decent profit at these levels.

Great, appreciate it Element. Exciting times ahead. It reminds me of when Ggp was crashed downwards to 235 and I picked up a fair whack then! No doubt the medium and long term picture is incredibly bullish.

I think it’s 21st March from what I’ve read? Ta