Member Info for GaiasKidney

Nor to getting this PP as it was rightly thought of as a given. 500 shares 4 trades.

Financing will be a much more lively affair.

GLA.

Ahead this project will greatly benefit many.

Welcome GS. Always good to have a local to keep an eye out.

For an idea from the 'horse's mouth' as to what's to come:

https://www.youtube.com/watch?v=_nQ0YbamzVU

From some two months back.

ATB.

"Over the weekend, the battle for lithium reached new heights. On Saturday, an auction that lasted five days and six nights finally came to an end: A majority stake in a lithium mine in Sichuan province sold for 2 billion yuan ($298.58 million) on JD.com’s ???? auction platform — 596 times the opening price.

The mine in question, located in a nominally Tibetan prefecture in Sichuan, has reserves of around 724,000 tons of lithium"

This will be a year of M&A in the lithium space.

30mt resource at Ewoyaa. 40x that.

https://supchina.com/2022/05/23/the-battle-for-lithium-a-chinese-mine-just-sold-for-596-times-the-opening-price/

https://newplanningaccess.eastriding.gov.uk/newplanningaccess/applicationDetails.do?activeTab=documents&keyVal=R4IWELBJHDC00

Don't expect the finance package before PP at Reedmere.

Order of things thingy.

https://teesvalleylithium.co.uk/wp-content/uploads/2022/05/Shard-Alkemy-12-5-2022-Class-4-flash-.pdf

And Lake is up some 30 fold since.

Would not want that talent off our board.

https://www.business-live.co.uk/business/manufacturing/the-demand-scale-says-man-23949628

https://youtu.be/kahZwbPJ5aQ

"...special talent at knowing.."

Just understanding what is being said by ya man and so concluding what's likely coming up.

When you were buying I had just finished reducing by some 80%. I plan to buy back only once they have done what they say they want to for this next period.

Good luck with your investments.

https://www.youtube.com/watch?v=_nQ0YbamzVU

https://youtu.be/W__nNarAaBo

JT

Have a listen here

https://youtu.be/_nQ0YbamzVU

Hi JT.

AIUI PP (await, June) and FEED (done) have to be in place before there is a decision on funding. Prospective sources are lined up - gov funding, debt, equity.

There will be a significant placing.

Oh dear, looks to have gone above the melt-down (under) 1085degC for (on) Cu. Yep, crank up that thermostat with one big size 19 (%) spanner from Alibaba?....................

Re thread header. From the EA on flood risk assessment uploaded 3/5:

"Thank you for your re-consultation on the above application. We have reviewed the
revised flood risk assessment (FRA), referenced FRA Pensana 3 and dated April 2022,
and are able to remove our objection,..."

Ah........... I'll have a peak into that.

Yep Iluka* could cover another 5% of EU demand - but I suspect China will bag the offtake... all of it. So if so that only leaves 89 1/2% to be found!

Point being there is a huge amount of space ahead for new supply and prices can only stay high or go even higher until that is delivered aisi.

Or the West sacks off the transition!!??........... and we all burn.

Have a good day people.

*Interesting capex.

REEtec Mumbles

https://themarketherald.com.au/vital-metals-asxvml-offtake-partner-strikes-deal-with-german-auto-parts-supplier-2022-04-22/

Covering about 1/2% of estimated EU 2025 demand!

Pensana? 5% Wonder where the rest is to come from? ;-)

Placed at aus$.67 ~38p. Small discount to previous Aus sp. Now up at 40p UK.

So very positive.

GLHs.