Member Info for EliasJones

Pan African Resources is very solid and consistent producer with low AISC. Now on the verge of breaking out of trading range and a run on the 20p.

Ex-Div next month 4.75%

Correction it is the 17th Oct

Time table up for cancelling the share premium account, directors hearing 18/10. This frees around £51m for distributable reserves, if it gets the green light then expect a very positive sp reaction.

"The Board anticipates that the cancellation of the Company's share premium account will result in the creation of further distributable reserves"

A few RNS could hit i3energy next week, Q2 ops report, dividend declaration (payment 0.25 Oct) and The capital reduction application and a major catalyst would be the capital reduction scheme with the share premium account which stands at £51m

Very positive note and 180p target.

Rusty Hutson also presenting this week at the Pickering Energy Partners TE&M FEST held in Austin, TX

This certainly just keeps gets better, and almost certainly a second Lithium mine for Andrada at ML133 mining license area Lithium Ridge, separate to the current Barclays final stage deal. Very notable lithium intersections.

Huge progress made here over the past 12 months and now very well placed as was clearly evident in the Q2 Ops report.

High grade lithium high grade tantalum and tin and all set for increased production, no wonder the CEO noted yesterday Andrada is in place for a transformational period of growth and development.

Hummingbird is way undervalued at £60m odd market cap and especially following the last company report, increasing production and very good margines. Was trading at 20p in May a near 100% rise back up at some stage.

Which is 310% above the current sp!

Andrada Mining is the most advanced on AIM when it comes to lithium, when the Barclays strategic development offer is announced the sp will be much higher than we see today.

We have a great set up already and a profitable tin production with very little in the valuation for the huge lithium resource. Commissioning of the bulk lithium sampling plant is in full swing and in addition the tantalum circuit has commenced.

Very exciting times ahead here and we are on the brink of a considerable mover over the next 12 mths.

Had a good re-read of the Tamesis reports over the weekend, well worth reminding of the value here, additional drilling happening now, updated mineral resource report next quarter followed with a bfs. Big plus having AMG on the register and trading on a "ridiculous" P/NAV of 4.1%, price target 40p.

Interesting report from fastmarkets on European lithium demand and supply.

https://www.fastmarkets.com/insights/will-europe-have-enough-lithium-to-meet-demand

Zinnwald Lithium could not be better placed, located in Germany 35 kms from Dresden.

Funded and heading towards supplying the key European battery storage/EV manufacturing sectors.

Probably the best value gold producer on AIM at £94m

51,147 oz produced in the first half of 2023 up c.44% versus H1-2022 (H1-2022: 35,561 oz).

H1-2023 AISC of US$1,170 per oz, a decrease of c.42% versus US$2,019 in H1-2022

EBITDA of US$33.1 million for H1-2023 - a material positive Group turnaround compared to the negative Group adjusted EBITDA of negative Group adjusted EBITDA of US$9.3 million in H1-2022.

Ramp-up of the Kouroussa operation is on track, with regular gold pours commencing in July.

Good to see JP Morgan and Premier Miton adding more i3e shares, they obviously see value, good sign of confidence.

Things are going to heat up considerably in the lithium space and as we progress here, has the potential to multiply.

Zinnwald Lithium is off the radar but with 100% interest and operational control of a lithium asset located in Germany 35 kms from Dresden it is probably one of the best located projects in the World, sat in the heart of Europe.

There are some very big car manufacturers in Germany Tesla, BMW, VW, funded and Zinnwald Lithium is more than likely heading towards supplying the key European battery storage/EV manufacturing sectors.

Good upside from this level.

Hummingbird Resources Second Quarter Operational and Trading Update due on Tuesday, could be a huge catalyst here from this level.

Worth watching the tin price over the next few weeks. Any move up will have a positive impact on Andrada.

Myanmar's Wa militia to suspend mining in its zone from Aug, tin prices jump

“From Aug. 1, 2023, work at mines, including exploration, mining and processing will be suspended,”

https://www.reuters.com/article/tin-myanmar-idUSKBN2WE0KH

Gervais Williams of Premier Miton explains why he is positive on i3 Energy

https://www.voxmarkets.co.uk/media/64871f6298d6cd4973650652/

Taken some Hummingbird Resources will be producing over 200,000oz gold soon and sat on 14p / £80m market capitalisation.

Fantastic expansion news of first gold pour 10 days ago.

The CEO of Zinnwald Lithium Anton du Plessis is taking part in a live investor presentation via the Investor Meet Company platform on Wednesday 14th June at 10am

https://www.investormeetcompany.com/zinnwald-lithium-plc/register-investor