Member Info for EV_Bull

For the record, if those numbers are true, that would have been a roughly £300k (depending on split) investment 3/4 sold out for £75k.
So a realised loss of £156k and unrealised loss of around £54k with a remaining holding of 50k shares now worth around £11k
Total loss of approx £210k

Bringing that account back now are you?
If you want the full list of aliases that I am certain about all being the same poster:
RayPugh
Sharepriceup
Rayofsunshine
Yune
maddog38
jumpingjack01
booobla
mrlithium
TeslaEMHisYUGE
fcemall

In at £1.60 / share most likely from 2014 and made it his life's mission to warn others away, instead of moving on, hence why I feel sorry for you.

maddog38
16 May 2018 16:51
"l brought at 1.6& 1.3 l sold 15 million for just under .5 " but l still hold 5 million in hope.but l have got some money back from this share as l had a go at trading it"
Has spent the last three years or more making up accounts and winding people up on here for fun.

booobla is also known as maddog38 for those wondering - look at the signature space comma space he uses on the maddog38 account.

I am specifically referring to the negotiation, the banks fiduciary guarantees over the stockpile becoming worth less to them, putting Cadence in a stronger negotiating position.

Doesn't a dip in Iron Ore prices alongside the temporary rise in shipping costs reduce the value of banks' guarantees over the stockpile values, putting Cadence in a stronger position and make them more likely to sign as they would now need to see the mine operating to get their money back? Especially if all of the stockpile is being priced at the 58% rate. We were only projecting to make $30-$40m from stockpile sales and have already made $10m.

P.s Kiran doesn't control the ore price, the courts or the banks and when they sign.

Given Seaborne 65% 'pellet feed' is $152/t Opex is $20/t with shipping under $50/t there is still a very healthy margin at those prices, and that's not factoring in the BRL exchange rate benefitting us.

Also of note we are planning to use "Trans-shipping" which would allow us to fill 170,000t vessels reducing shipping costs towards the $25/t range.

"The products would then be stockpiled at the port facility and mechanically loaded onto "Handymax" vessels which navigate the Amazon River out to sea and then transported onto larger "Capesize" vessels before the products are sold to the market."

Iron Ore today is still much higher than when the agreement was made:
"65% Iron Ore (CFR) North China have increased from US$95.95 per dry metric tonne ("$/dmt") to US$111.90 / dmt since early September 2018 to the middle of May 2019[4]"

https://www. face book .com/groups/guiomar2/permalink/1274794699600120/

Looking a lot tidier at the private port:
https://www.********************guiomar2/permalink/1274794699600120/
See comments:
"Recent pic?" "yes"
"Is something going on at company headquarters?"
"There's a company settling in"

Definitely @Jimb2 the US and Europe are desperately rushing to get a non-Chinese supply chain set up. COVID has only accelerated this.
https://www.mining.com/caught-between-rare-earths-and-chinese-dominance-the-story-behind-everything-no-one-is-telling-you-part-one/

Indeed, maybe needed a TLDR; :-) hopefully we'll have something more interesting to discuss once the next judgement lands.
Decisions have generally been within a week and almost all less than two weeks.

Not a lot you can do about it Mike as often responding just gives the troll further encouragement (aka feeding the troll). For the worst accounts I'd actually recommend against filtering, but instead using the button furthest to the right for the most offensive messages. Unfortunately it doesn't stop the next alias appearing shortly after.

This was the update @obs, so you'd have to assume it's not clear how much of the future mine plan would be attributable to the JV.

18th Aug 2021
"to assess the effect of the improvements announced by Hastings, we will have to await further updates which are specific to our joint venture areas."
https://www.lse.co.uk/rns/KDNC/yangibana-rare-earth-joint-venture-update-9av6hngvtcaabnz.html

It's clear that there is a general difficulty in valuing the assets of Cadence, I personally think they are worth a lot more than the current market cap. Hence my investment here.

I think some publically available analyst reports linked on KDNC website would be helpful at this point. I expect the BoD want to get Amapa sorted first before doing that.

The EV demand thesis is bearing out nicely now, accelerated by C19, perhaps later than expected for the early investors but we seem to be at the dawn of a new era now.
https://www.bloomberg.com/news/articles/2021-09-14/a-tesla-co-founder-aims-to-build-an-entire-u-s-battery-industry

Redwood Materials, led by J.B. Straubel, is planning a massive new factory to move $25 billion of the battery supply chain from Asia to the U.S.

J.B Straubel:
“It’s both inspiring and terrifying to see so many nations and car companies announcing their shift to electric vehicles,” Straubel said. “But there’s a massive gap in what needs to happen.”

Straubel says the U.S. factory will produce material for 100 gigawatt hours of batteries a year by the end of 2025. That’s enough for about 1.3 million long-range vehicles a year, on par with the biggest producers in Asia. By 2030, the same facility will ramp up to 500 gigawatt hours a year, he says. At today’s prices, that’s $25 billion of cathodes a year. Redwood plans to build a similar operation in Europe by 2023.

“These numbers sound insane, but when you look at what the market needs, I’m like holy cow — is this even aggressive enough?” Straubel says. “Somebody’s got to do this. In fact, we need at least four companies doing similarly aggressive, crazy things all in the same timeline.”

Yeah, no doubt as the project progresses our 30% areas become more valuable and especially since rare earths are close to all time high prices right now.

It’s not as straightforward as that because our areas aren’t in the mine plan as yet but some are using 5%-7.5% of HAS market cap as a rough guide, £10m-£15m which I think is a reasonable estimate.

I would imagine they will be scaling it up as quickly as possible with the current lithium market. The previously low lithium price has meant few investments were made leading to a shortfall of producers and the rapid rise in price.
Perfect timing for us, just wonder how much we can get given it’s probably worth much more than our market cap.

https://www.investegate.co.uk/article.aspx?id=201906281558108975D
Ganfeng:
· Additional long-term offtake at a market-based price per tonne

o 50% of Stage 1 lithium production

o Up to 75% of Stage 2 lithium production

The link has been posted on here. Lots of great info and fills in a lot of the blanks. Would highly recommend you take a look at it.

You might want to try a spell check before you call others thick.

You should also read my disclaimer:

------
Disclaimer (thx Obs):
"The deal may be days, weeks or months away, maybe even next year. We don't know. No one does. But what we do know is that it could land any time, today even: this makes it imminent in my eyes, but I'm more than happy for others to believe to the contrary, it's what makes a market. :-))))"

Great stuff, you have a £1.09 price target for the next 12 months which would represent a 438% gain.

There is never a cogent argument present against the valuation and it's just an attempt to get the price down at all costs unfortunately. I suspect the SP going up is against their position and hence the increase in their posts today with several aliases in use. How the RP alias has lasted all this time given the ulterior meaning I'll never know.

Note the "Strong Sell" at 13.75
08 Dec 2020 23:58
RayPugh
Posted in: KDNC
Posts: 165
Price: 13.75
Strong Sell

Also note the 04 Mar 2021 17:25 DizzyG post on MXC - quite ironic really
"I think this stock is being manipulated."
"Jordan Belfort himself (the real wolf of wall street) has a video on shorting stocks...
In this video he describes how hedge funds and billionaires will do ANYTHING to make a stock go the way they need it to."