Member Info for GaiasKidney

Hi TF. Domain? UK. Shared welfare(state) crushed? Politics..........Darwinian!! JMO. GK.

Heaven forfend Mr Ch - but I could've - life is short!! :-) As for the untold 'salty gold' from the GF? Do I mention it here? PAAA will tell me off. ;-)) Sound response if so? For those who are indeed very serious about building a lifetime's provision in a domain where the ethos of shared welfare has been crushed, then: '1' has equal merit to rocking up at the bookies fixed odds machines as a place to sort out the huge future provision necessary; whilst a chosen 'all in' style '3' compared to '2', maybe picked because today all the measures assure it is the best of what's out there, so why spend any time or effort looking further? But has inevitably more risk of inadvertently leading one down the road that's (un)marked 'ruin', however inviting and pretty that road may look today......A possibility that however you measure it, may not be large but cannot be simply dismissed. One share as a life partner? No. I see shares as like your wardrobe of shirts. You have favorites - eg CF's project, but you are ok with them all. Diversify, work, no free lunch. But the days are sunny. All the best. GK.

Haha. Must rember to login! Chesh is just as - apparently - deranged on mtr.... Must be something in the Humber water! But don't get put off by any of that, knows stocks, knows the savvy ones. GK.

I think someone has been reading the Sunday chip wrappers. "That's just complete garbage" Haha. Go on Chris, stick it on 'em :-)) GK.

https://www.youtube.com/watch?v=CQRdgf1dBNI From ~5m in. Always worth a re-listen these things. GK.

38 just paid. GK.

Unless I'm mistaken (a common occurence) this closed at 34-35 today. Onward - sellers can't be found it seems. GK.

Hi P Man It's a volume thing only. The torygraph took that from Fertecon's 2015 report to the planners, where they said you would need somewhat higher volumes of fert blend to achieve the same levels of contained potassium if using Poly4 instead of MOP in a given blend. That most proposed blends using Poly4 will also still have a MOP component as well means there will only be a small increase in required kg per Ha for spreaders. Crop trials show for the many particular crops that will benefit more from adding Poly4 to the mix the yield benefits and money gains from that should far outweigh any small extra spreading cost. Pretty trivial. GK.

Now back from Sicily - geo-anorak's paradise!! Just thought I'd say something on your: "I have been very cautious with money throughout my life, never throwing it around and have worked my nuts off, so this is the one big gamble that I am taking, I will never 'bet' this amount of money again. If it goes south, it will F@@kin hurt bad, but I guess that is the risk." Yes you are..........But it's good you are very aware of that. Eight years here now with Sirius. Early on was quickly taken by the attractiveness of the proposition once Fraser took control and so had near 100% of high risk investable savings in this. but after time (particularly the first planning 'one-nil' to France, planning setback) I found the volatility too stressful. Traded since to reduce to a far more acceptable av ~40%. Some 25% in other non chloride, multi nutrient fert developers, rest of high risk port-f in industrial metals, emphasis on tungsten and copper. Diversification helps one sleep well, whilst trading the volatility pays for a retirement 15y before the Gov will provide...........And climbing volcanoes!! Next decision point on Sxx I see as resolution of St2 funding, Then the long build out. ATB. GK.

A timely and valuable contribution and will provided some much needed publicity for this very much 'under the radar' share. From the report: "The signing of an MOU for an offtake agreement with Mitsubishi serves to de-risk the Demonstration Plant. The move by Mitsubishi also serves to validate the technical viability of the project for all to see. Other salt lake projects in Australia might have bigger volumes or better access but SLP�s SOP production meets all the overall top quality criteria and there is proven access. However, most importantly, SLP looks like it has been the first to de-risk the technical viability of the project way before any of its competitors. ... There are a number of players in Australia with potential SOP projects. The powerful economics of GSLP are always going to attract imitators, but none seem to have embarked on the level of test work and technical verification that SLP has undertaken. Every step of the process has been thoroughly tested including brine extraction, the construction of the evaporation ponds and salt crystallisation, along with the processing to produce SOP. What is fast becoming obvious is that these technical achievements can be applied pretty well across all the lakes in the GSLP. ... Construction of certain aspects of the Demonstration Plant with a capacity of 50,000tpa could begin as early as H2 2018 and with a 12-month build could see initial SOP production as early as H2 2019." And on Apollo: "It is worth looking at the Apollo model, which is to get involved in world class assets. That means large scale projects which have the potential to be the lowest cost world producer of that particular commodity, and in deliverable jurisdictions. In addition, Apollo looks for projects that are the least capital intensive in terms of capex per tonne. .." http://www.alignresearch.co.uk/wp-content/uploads/2018/05/Salt_Lake_Potash_Align_Initiation_8th_May.pdf Good research, but PDYO... GK.

No pockets in a shroud KS. Aiui with PP drawdown the pot is valued at each point and the drawdown amount is taxed accordingly. Retired myself but not yet broken into the SIPP. �1m + won't be 'appenin with the wads are going out in sunny Sicily, but hey, as said: thars no poc..........�.. Atb. GK.

The co identify risks for investors in some detail - most recent RNS > appendix. This is a job of work for all and is a long game, but not continuously, so off on hols mesen. Do have a read............and do sleep sound. ATB. GK.

Hi WsS This trade: 'No: 676, price: 29.77 quantity: 11164260, trade type: O, bid: 29.38, offer: 29.46, time: 15:57:53' appeared to go through live and at some 0.31 above the offer and 0.49 above the bid. It did not cause a price rise, rather the 'real time' price plot indicated it's price only. Momentarily because they usually only 'stamp' the most recent price recorded once per minute, others are lost. If it was not real time but in fact a late reported trade then from the data it is not possible to determine if it was a buy or sell. Hope that makes some sense. GK.

" ..Koreans who are very interested in the moly which has had a good price run recently." New Cobalt? http://cumoproject.com/wp-content/uploads/2018/02/CuMo-Moly-Battery.pdf GK.

So... you disappeared for good or are just having a sulk? :-))) With your of Sunday night on blends proportioning (the point your still complaining about as being unanswered), re: "The most common compound fertilisers are 20.10.10.... to get Sirius potash to provide the 10 % potash you need .." With this you are making a profound assumptional error due to, I suspect, only very limited research and, I also suspect, an over zealous desire to tell all who may listen on forums how deluded you've concluded they must be. Your error? The proportion of MOP to Poly4 substitution of the K component in the co's proposed and trialed blends they plan to market. 100%? No. If you wish to go through the many, many published crop trials the co have commissioned across the world over the last few years you will discover that in nearly all cases where bulk fert blends are today applied that contain MOP as the K source, the testing that has been done was with part substitution of the MOP component with Poly4 against the standard blend. The results inform the science and in turn very positively inform and so justify the business model. For ease you may wish to start here: https://poly4.com/site/assets/files/1/poly4_product_handbook_-_website_-_march_2018.pdf Then for extensive detail, a lot to be learnt from here: https://poly4.com/insights/ Take your time..............Or maybe you have now flounced off for good eh? Ah well.....Investors here and many, many elsewhere get it. ATB. GK.

Some copper there. GK.

I would think that if one is genuinely interested in the speculative potential that is present here from the co reaching success with bringing on value realisation with the projects, then the sp spread (some 6% on av) is just one of the costs of business to add into the risk model. In my book this is a hold and add (and trade appropriately) - has been since I first looked at this at 0.7p. ATB. GK.

Ah. Some recognition that there is a real level of potential here. Taken time. Copper up......And it's the drilling season. GLA. GK.

Link http://www.thormining.com/-/thor/lib/docs/researchreport/Thor_April2018%20Hallgarten.pdf GK.

Hi F15 Re capex and time scales, the co has not specifically committed on either so far. However you can get an idea of costs from the estimates for production and lead in in the Scoping study by AFW (RNS 30/8/16) for 200kt/y and 400kt/y schemes on Lake Wray. Since then the co prosed a 20 to 40kt/y Pilot plant (RNS 20/4/17) and have also done much more work there on proof of concept re production of SOP. Recently (RNS 12/3/18) they have turned their attention to another of the nine licenced lakes: Way. This has caused a bit of a stir as they have gone into a MOU with an on-site existing miner. They are now proposing to build the first upto 50kt/y PP on the present miner's property offering much potential savings from synergies and existing infrastructure. It looks like this has also found favour with a potential customer - RNS 9/4/18. It seems likely the next move will be fleshing out the Way scheme with costs and timings, but note there are dates already mentioned by the Way mine owner. GK.