The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Spreadbets are open, took a nice long position over the last 2 days
What's the link for the telegram group?
You have to think of timelines, luansobe will be producing for us for a few yrs, this will gibe us the cahs for kimariva to get up n running, the lithium will be long term for us as a producer ,luansobe will only be good for us for a few yrs, but is enough to power the rest until kimitaiva is up, if we keep luansobe we run out of ore to quickly, better to sell on after a few yrs production, this would give us max $ for the asset instead of the open pot being run down to close to zero
I think selling kamativa early would be a mistake, luansobe yea sell it but not the lithium, easy and cheap set up plus a huge land holding, seems a no brainer mid term to keep and get up n running before even think about selling it
All this fretting, Colin said October will be the month, were nearly there, give it a chance, lets see how the next month pans out
Wring page Dickie, no need to ramp here
Fortune.com/2023/08/28/copper-price-outlook-citigroup-boom-oil-rally-childs-play/
What's with all these new people targeting Ana ? Anyone would think it's the same person 🤔
What you waiting for Dickie ? Just curious
going into production pits us in a different league and gives long term shareholders security of income and no need to raise also allowing growth of all other projects at a increased rate due to spare $$$ . luansobe needs to be up n running and the deep drills done within a yr of mopani being sold and restarted, this would allow us to gain the maximum price for the eventual sale price, i would expect the lithium to be up n running by the time luansobe is sold on, we should hit a lofty sp if this was to happen, with also star zinc and ka****u royalties also coming in, firing in 4 fronts, love dat
No piece of the pie Data, Colin wants to make his own pie ,)
Looked into rio having land in the Kalahari, couldn't find anything so maybe they sold up 🤷
Ferber
If I remember correctly there's a company sitting next door that's drilling everything up, I'm guessing but o think Colin will either try to hv with them or sell it to them, depending on their preference
Colin said the lithium is on the side face of a hill, cant be open pit only quarry, he has only gone m found a mini mountain of the stuff, cheap to set up easy to mine going it alone
On Zaks interview Colin says we're drilling the 1st of 9 anomalies, we're going it alone, love that, so luansobe to get us near time stable cash income and use that to get the lithium mine up n running, then flog luansobe. Blimey it's gonna be worth chunks )
Love the new discovery, lithium in fashion atm and looking good of only one drill, it's a sleeper until now, such a large area as well, what is it 500km sq ( or is it miles ) absolutely a monster here, GLR looking stronger and stronger, so much going on
Don't get in with anyone dodgy Colin
Im not sure where exactly and what they have but it was on one of the maps ( a small corner ) but they are there 100%
Rio has a huge land holding in the Kalahari to the south west of ours, sandfire and co
Www.mining-technology.com/news/us-government-adds-copper-to-critical-materials-list/
Colin has said before his phone is ringing of the hook about the lithium, no doubt the lab test and subsequent drilling n results will form the basis of a jv, lets hope we have grades around 1.25%+ hopefully we hold on to it as tight as possible and don't give too much away as lithium is very fashionable n it doesn't cost much to set up a processing plant compared to most mining kit. I reckon it could be a monster hiding there
Great link Ana thanks