Member Info for EV_Bull

I did find something promising that indicates the deal is close / things happening behind the scenes. I doubt anyone else found it though.

Costs are coming down and MEDI ASTORIA is booked for UNAMGEN

I believe shipping is in the region of $55/t currently

I would assume that anti-trust would apply in the same way yes, however what was done when Ganfeng took 50% originally? I expect it to be allowed.

If they do prevent future concessions though It’s likely we hold one of the very few private areas that will ever be allowed to be mined so it becomes more valuable.

It's not part of the haul, it's re-published from the TRT-8 and is dated 28th Feb 2020, been there a while and enlightening about the past but very dated.

Just like buses Jimb2!

It sure is, but I genuinely think we're nearly there now, hopefully in time for Christmas.
Things are definitely progressing behind the scenes.

The deal is "progressing very well" only a matter of time Mike, I get RNS alerts so no need to keep checking anything.

15:00
https://ukinvestormagazine.co.uk/unlocking-value-in-lithium-rare-earth-and-iron-ore-assets-with-cadence-minerals/

Alternate links:
Google:
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBpcHBhLmlvL3B1YmxpYy9zaG93cy81YjBmZDExMDdiNjc5MDQzNzZkNTIwZjc/episode/NjFiMWVkYzM1ZDVkMmEwMDEzNTY1NDc5
Apple:
https://podcasts.apple.com/gb/podcast/unlocking-value-in-lithium-rare-earth-and-iron-ore/id1396438444?i=1000544439705

Web players:
https://player.fm/series/uk-investor-magazine/unlocking-value-in-lithium-rare-earth-and-iron-ore-assets-with-cadence-minerals
https://www.listennotes.com/podcasts/uk-investor-magazine/unlocking-value-in-lithium-T3261WwO0mI/

Thanks for sharing, well worth a listen and highlights the potential for what is to come. Sounds like a deal with HAS is a possibility. Amapa is progressing with PFS due soon.

https://ukinvestormagazine.co.uk/unlocking-value-in-lithium-rare-earth-and-iron-ore-assets-with-cadence-minerals/

https://www.linkedin.com/in/raquel-dalseco-22718618/

Attorney for DEV Mineração, Raquel Dalseco explained that the project is in the budget part, the last step before the company starts transporting the trains again.

"We have already done all the conceptual part. For four months, a study was carried out of everything that needs to be done for us to return to the railroad. And now in the third stage we are doing the cost part and after that we will go to the part of implementation", detailed.
The company plans to run tests with train circulation on some stretches of the railroad as early as 2022, if all demands are resolved in the schedule set up by the mining company. The forecast is until 2024 to start transporting stored ore .

"It is estimated that we will be working on our total production for 3 years. On the Railroad, the 1st activity we will be doing is to renovate a locomotive with two platform wagons to start transporting farmers and reactivate these activities for the community," she assessed.

"we expect that, within 60 days, the contracts will be signed".

https://bahia.ba/economia/credores-bancarios-aprovam-plano-de-recuperacao-de-mina-no-amapa/
Published on 21/10/2021

it was an "Expectation" not a "Deadline" there is a big difference

Exactly @Jimb2

@Thematicafunds
https://twitter.com/Thematicafunds/status/1468884737234284549?s=20
The lithium shortage hasn't received the same limelight as the chip shortage. While chip shortage is a short to medium term issue, lithium is the long term bottleneck. Unless a breakthrough in new lithium technology, lithium will be the decisive factor in the EV adoption.

When speaking to senior analysts and geologists they seem to be quite sceptical to new technologies. Most of these companies however appear confident in the success of their "proprietary" technologies. A breakthrough is needed, the question is if and when it will be commercial.

Plenty of upside surprises possible to catch people off guard other than the Amapa Deal, Sonora JV deal with Ganfeng, EMH offtakes / PFS, deal with HAS, lots of potential.

Update on the Amapá railway!!!
https://www.facebook.com/100007171355630/videos/4892909347428227

I think the rhetoric is more for political points scoring than anything else given none of the Lithium was destined for the U.K. and Ganfeng already owned 50% and 30% of Ganfeng.

The next move is wait for antitrust approval and get their 75% to de-list, I suspect they will want to do a deal for our JV areas and then put their expansion plans in to play.

now 4%

Iron Ore 3% up today

https://www.mining.com/web/glencore-widens-review-of-assets-eyes-acquisitions/
"Miner and trader Glencore said on Thursday it was in the process of selling 10 more assets, putting another 15 under review and considering acquisitions as it moves to refocus its portfolio on what it termed “commodities of the future”."