Member Info for EV_Bull

LOL, you must be running out of bs to post by now?
10th May was the peak of Covid in India, perfectly understandable that there were covid issues back then.
What are you trying to achieve here Nick?

26/07: The principal commercial terms agreed in 2020 have not varied materially, and at the time of writing, the final settlement is currently with the Bank Creditors for comment and/or approval.

yes

BCN is now a risk arbitrage, probability of deal closing and difference between current SP and 67.5p offer. Gives you the rate of return, was around 16% ROI when I last calculated. Then you have to add in the uncertainty of timescales as to how long you have to wait for it and therefore opportunity cost. Personally I wasn’t willing to wait for the Ganfeng deal as I saw more opportunities over here with at least 150% Roi so I sold out and added more here. Still a play on Sonora project as the way I see it the Ganfeng deal completing adds value to KDNC JV prospects as GF will no doubt be wanting to make us an offer for it.

80p is realistic post deal (e.g within a few weeks), 15 months from now though there are a lot of catalyst to take this much higher.
EMH and Yangibana and Sonora are each moving towards the next stage in the value chain.
With Amapa you’d think the stockpiles could be all shipped, the private port, mine and the railway refurbishment well under way. Could easily be £1.50+ by then.

I put Bulk Costa Rica as #4 in my book, this would be #5
The destination is China for all of our ore, several refueling and replenishment points along the way.

Indeed, never in doubt, I don't think you'll get anything past our schedule.

off she goes...

Not to mention I see articles like this every day:
https://www.wsj.com/articles/tesla-battery-supplier-catl-plans-9-billion-share-sale-to-boost-capacity-11628852767

Lots of emails and petitions flying around now yeah possibly the final 10% ;-).

The have been a few of those pledges Obs and we’ve discussed it a few times. If I recall correctly I think it’s joining another case file to this one, most likely a credit claim.

Plenty of court action, news soon IMO ;-)

MOVEMENTS

Date Movement
08/13/2021 Electronic Message (email) Attached
08/13/2021 Attached Office
08/13/2021 Electronic Message (email) Attached
08/13/2021 Electronic Message (email) Attached
08/13/2021 Request for Pledge on the Face of the Attached Records
08/13/2021 Electronic Message (email) Attached
08/13/2021 Attached Document
08/13/2021 Electronic Message (email) Attached
12/08/2021 Attached Petition
Protocol No.: WJMJ.21.41325476-4 Type of Petition: Miscellaneous Petitions Date: 12/08/2021 18:27
12/08/2021 Attached Petition
Protocol No.: WJMJ.21.41319821-0 Type of Petition: Miscellaneous Petitions Date: 12/08/2021 11:20
12/08/2021 Attached Petition
Protocol No.: WJMJ.21.41318870-2 Type of Petition: Miscellaneous Petitions Date: 12/08/2021 09:40
12/08/2021 Attached Petition
Protocol No.: WJMJ.21.41318835-4 Type of Petition: Miscellaneous Petitions Date: 12/08/2021 09:35
11/08/2021 Attached Petition
Protocol No.: WJMJ.21.41312886-6 Type of Petition: Miscellaneous Petitions Date: 11/08/2021 14:05
11/08/2021 Attached Document
11/08/2021 Electronic Message (email) Attached
11/08/2021 Attached Petition
Protocol No.: WJMJ.21.41310386-3 Petition Type: Miscellaneous Petitions Date: 08/11/2021 09:54
11/08/2021 Attached Petition
Protocol No.: WJMJ.21.41310288-3 Type of Petition: Miscellaneous Petitions Date: 11/08/2021 09:40
08/09/2021 Attached Petition
Protocol No.: WJMJ.21.41300002-9 Type of Petition: Miscellaneous Petitions Date: 08/09/2021 21:41
08/09/2021 Attached Petition
Protocol No.: WJMJ.21.41294729-4 Type of Petition: Miscellaneous Petitions Date: 08/09/2021 14:34
08/04/2021 Electronic Message (email) Attached
08/04/2021 Attached Office
08/04/2021 Electronic Message (email) Attached
08/03/2021 Attached Petition
Protocol No.: WJMJ.21.41264284-1 Type of Petition: Miscellaneous Petitions Date: 03/08/2021 17:43
08/03/2021 Attached Petition
Protocol No.: WJMJ.21.41262588-2 Type of Petition: Miscellaneous Petitions Date: 03/08/2021 16:00
08/03/2021 Certificate of Issued Publication
Relation: 0808/2021 Date of Availability: 03/08/2021 Date of Publication: 04/08/2021 Journal Number: 3332 Page: 1049/1056
08/03/2021 Attached Petition
Protocol No.: WJMJ.21.41259965-2 Type of Petition: Miscellaneous Petitions Date: 03/08/2021 12:19
08/02/2021 Electronic Message (email) Attached
08/02/2021 attached petition
08/02/2021 Electronic Message (email) Attached

https://twitter.com/davidlenigas/status/1425706450052079617?s=21
Brazil is #KDNC at multi hundred million cap company alone. IMHO. @CadenceMinerals

How about congratulating the board on the success of their EMH investment?

Then we just have to disagree.
A director (and board) that stands to make millions on a deal completion isn't trying his hardest to complete said deal? Seriously? I've heard it all now.

WP Brave is now 16th and Magellan before Ken.

She's at the pilot station, expecting to see her sail past.

PIER 1
WP BRAVE 17/08/2021 DEV
KEN COLON 21/08/2021 DEV
GLOVIS MAGELLAN 25/08/2021 UNAMGEN
TBN DEV 04/09/2021 DEV
TBN DEV 12/09/2021 DEV
TBN UNAMGEN 16/09/2021 UNAMGEN
TBN DEV 26/09/2021 DEV
TBN UNAMGEN 14/10/2021 UNAMGEN
TBN DEV 18/10/2021 DEV
TBN UNAMGEN 22/10/2021 UNAMGEN

PIER 2
MANDARIN DALIAN 19/08/2021 UNAMGEN
TBN DEV 23/08/2021 DEV
TBN DEV 27/08/2021 DEV
TBN DEV 1º/09/2021 DEV
TBN UNAMGEN 10/09/2021 UNAMGEN

She's not on the schedule for Santana. P1 and 2 are dredging until the 17th then WP Brave (dev p2) and Mandarin (U p2) are in.
Ken : (dev) is then on pier 1 after WP Brave.

https://qz.com/2037853/australias-lynas-rare-earths-posts-record-quarterly-revenue/
"Australia’s Lynas is riding a wave of surging rare earths demand"

Some grumpy folks on here today, I can't speak for the past but I can speak about the present.
Don't remember seeing too much about lithium in the news 8 years ago:

https://www.channel4.com/news/western-world-certainly-lags-behind-china-in-lithium-battery-race-says-author-lukasz-bednarski

https://www.livewiremarkets.com/wires/lithium-trickle-down-turns-into-a-flood-but-there-s-still-a-few-forgotten-juniors-in-the-space
"JP Morgan was one of the big name brokers to adopt a “buy the lot’’ stance on ASX-listed lithium producers."

https://www.spglobal.com/platts/en/market-insights/latest-news/energy-transition/081121-lithium-prices-set-to-stay-high-in-h2-as-chinas-new-energy-vehicle-sales-soar-in-july

"Supply scare
Meanwhile, lithium chemicals output could fall in the near term due to supply tightness of spodumene and power shortages, according to sources.
An uptick in demand amid tightening supply has continued to drive prices higher across the lithium chain."

Exactly if we hit the share prices we expect >80p the directors 1.8m options will be worth £1m each to them, Kiran also has 1.2m shares on top of this, plenty of incentive to get the deal done, no reason to think our management would hold this back at all, just nonsense being spouted by both Nick and MrC, the Bod are as frustrated by the delays as we are but it seems like we're nearly there now. Kiran is higly confident believes it's a done deal, works have already started as have recruitments. Small creditors are being paid. Gerald are shipping as per the JRP, dev is shipping our $20m to kick start the rehabilitation.

I just can't understand the recent sell off with EMH soaring and the Ganfeng BCN buyout in the offing, Hastings progressing to construction and now funded. The US infrastructure bill funding millions of EVs. Lithium and Iron ore prices strong, rare-earth shortages. There is no better time to be backing these resources. I topped up again yesterday on the recent weakness.

Worth another listen to the latest vox podcast linked on here for a reminder:
https://www.cadenceminerals.com/
Vox Markets Podcast – Amapa Update July 2021