Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Don't want to prolong the debate S-but the book does also make the case for continued fossil fuel extraction by countries that follow good practices environmentally. This will give them the option of avoiding/limiting importing from countries (that we can all name) that are asset rich or if not somehow become asset rich by nefarious control practices. A quick skim of the book on the Amazon page will hopefully put it more clearly than I did initially. So our organic friends occupying the moral high ground but who may be heavy users of mobiles etc are no better than us neanderthals!!
Still having a bad day!
CT-yep so a 19% fall so far today just about equals your calc on profit contribution. Well done (so far??)
While we wait (!!!) for a decision could I suggest that Pitron's book (Rare Metals War-the dark side of clean energy etc) is well worth a read for lots of reasons. One of which is challenging the mantra that so called green technologies are not actually all that green once you get to analyse the rare metals on which they are based.
The book has been around for a while and the translation could have been a bit sharper so apologies if it is old hat to some.
The book has been around fora while so apologies if it is old hat to some.
The translation into English could have been better but it is worth sticking with it.
Perhaps some kind soul could send Lovren a copy.
Suzy-did think of replacing Weetabix with organic muesli with reindeer milk.
I'm sure all our BEM long- standers of a certain age will have noted the comment about the cement strength of overnight left- over Weetabix . Those were the days!
Just cannot fathom the green mentality sometimes. High grade ore -less wastage/better quality steel (for wind turbines not just cars!) lasts longer etc plus avoiding dodgy imports from countries where practices are harmful. Do they still think that they can somehow fabricate wind-farms from reindeer hides cemented together by organic weetabix.
Sorry-it's just one of those days so far!
SN
Many thanks for your courteous reply.
With lots of time available and likely to be confined to he house for a while with shielding (won't share on a public forum) I should be able to read and hopefully add to my knowledge assuming the grey matter is still responsive to material and terminology locked away and unused for years.
Cheers
Seis Nav
Yep agree it's a big PhD submission using lots of secondary published data as far as I can tell. Most of the submission seems to be focusing on correlating strata across the whole CACB system.
Hopefully we are on to a winner here despite the usual suspects that infect all high risk/reward boards. If I have read things properly are we talking about Cu deposits being washed into to sedimentary layers from a primary source? Answers in one syllable if possible please!!
My UCL subsidiary geog/geol knowledge goes back to the late 60s and unfortunately having never used it professionally such knowledge has got watered down over the years.
ATB
SeisNav
I guess you've managed to assimilate the findings of Broughton's thesis on the Geology and Ore Deposits of the Central African Copper Belt?
Cheers.
Wouldn't surprise me if Baylan does now finally make a decision- which is a NO. This allows him to ride off into the Swedish autumn sunset leaving his replacement having to sort all the subsequent flak!
Some good points Vlad but surely the market is still a bit anxious about the post Brexit stuff around service companies such as LGEN and access to EU markets plus the fact that this element was all but ignored in all the toy throwing and face offs leading up to the final withdrawal settlement? Haven't heard much about services from HMG over the past 12- 15 months much else tends to be subsumed by COVID agendas.
It was a UT-hence the "drop" this a.m.
With the capital raise in the bank that meant that we didn't have to blink first or at all.
It's called tough negotiating. Keep on watching people!
not just snowmobiles but also helicopters apparently to help track their animals!
I think you will find that it's the 15th July not June 30th which is their half year end point. Confusion all round!
Good point and with the recent G7 stuff about challenging China's infrastructure initiatives in Africa and beyond this might encourage those large western companies to step up their investments in countries such as Africa. Although the risk is that a lot of what was said (and agreed?)at the G7 might turn out to be hot air though? Hopefully not.
At the risk of sounding like a stuck 33.33 rpm (based on my earlier views about more aggressive PR) maybe Kurt should now "accidentally" release the letter in full to the media?
Thanks S2-I trained as a town planner many many moons ago but the "clever" tactics employed by pressure groups and organisations that in theory should have the ability to think outside their narrow little boxes have led me to seriously consider whether deep-down they just want us all to go back to living in caves with Greta for company!!
Humans are being blamed (not always justifiably) for all sorts of things that have and are qoing wrong with the planet-the human resource element and community sustainability in a p££s poor part of Sweden just doesn't seem to be able to cut the mustard as far as BEM's case is concerned. I fail to see what is "traditional" about Sami herding when they now use all the modern gizmos under the sun to herd their flocks! Co-existence and mutual respect should win the day but is Sweden brave enough to accept it?
As BEM's response is already RNS'd I suggest a clever move for Kurt would be to take out paid space in the (local/regional) area's printed media to put it out in black and white exactly what BEM said in the RNS, word for word. He could then follow this up with looking at using sympathetic national media.
A word in some of the ears of the UK's financial journalists wouldn't go amiss either.
This is totally disrespectful behaviour by UNESCO and their Swedish followers in only letting Kurt know of the response several days after others have been party to price sensitive information.
The fully contingent element is good news as Enyo will only get any £ if AST wins.
There should therefore be no need for any AST £ up front.
Depending on the legal and statistical analysis of the strength of AST's case and Enyos's own attitude to risk and delayed income etc then the % of the payout/compensation that Enyo will be negotiating with AST is going to be under the radar for some time and may never surface properly.
Incidentally on Enyos' website dating back to July 2020 they mentioned that they were already working on AST's case re Slovenia Gov. So same company and hopefully they should by now have more than a clear grasp of the fundamentals and the level of risk attached to a contingency basis.
So get on with it!
Without going too far off topic I was a pretty poor geol student in the 60s (forgotten everything largely) but do recall something about the Paleocene-Eocene Thermal Maximum when the world heated up by 5-8 degrees C largely due to increased levels of volcanic activity.
Difficult to blame human intervention for that eh?