Member Info for graking

Sainsburys will not be solely focusing on the merger. The future thereafter will be on their active drawing board and Ocado will be named on the board as a possible contractor. Amazon are surely thinking likewise.

regarding Sarin gas in Syria has todays gold on the ascendancy and with lunatic Trump and our own Boris Haigh at the helm, gold could continue to hit new heights. Mind you, I probably wont really care after WW3 breaks out anytime now.

is about the near future and just look at what the market thinks. Any guesses on whether tomorrow will result in solid information about the imminent or present and what will the market then do. This is one of my core investments for a few hours now until the Middle East based WW3 begins then I probably wont really care anymore.

or not to dig ? That is the question I now have following their latest holding RNS.

You say large scale UPS not yet proven. Take a look at power station grid support batteries across the globe

As I suggested, any State deal with an incoming battery manufacturer could be on the basis of using Czech Li. No point in pushing for Li production too soon as EMH would simply contract long term with whoever offers the best take-off contract, As to He3da, they are not potentially a gigafactory and are still largely researching alternatives to Li. Not a good short to medium term bet. Mining, processing and manufacturing, all in Cz, is how I see the future rolling out.

The US decisions on planned and further import duties will, if contra action is taken, result in a low priced dollar. Until that low price has the inevitable effect on US export prices there would be a Dollar surfeit. That's great news for gold and its suppliers but only until the cheaper Dollar results in increased exports. The key to this will be serious contra levies by overseas importers of US goods and services. Probably not just yet but Trump may take his promises to the brink. Then gold will take off.

if the real reason the Czech Government is worried about EMH is the fact that under EEC legislation on free trade, the raw material and/or processed Li could go elsewhere in Europe. The Government quite naturally want the cake and the halfpenny and I can see a sea change in attitude were a battery maker to set up an Li battery plant in the Republic. Are they merely playing for time at this moment knowing that in the short term, the expected surge in demand for batteries will have the desired outcome ?

for traders expecting something interesting to happen. Can't think of anything other than MM/s (Market "Meddlers ") at work today.

the price in 2 years. https://www.metalary.com/lithium-price/

As correspondents rightfully surmise, BCN has probably lost out on the proposed Nextview deal and Canadian delisting may well be a factor. On the other hand, not sure that mining and processing the equivalent of "gold" in Mexico would go unnoticed by certain Mexican "institutions" with an eye for investing their questionable income in a legitimate, relatively small and largely unheard of start-up. Perhaps all it would take is offering cash for shares plus Directorships and then from such insidious power within it would be downhill all the way for the legitimate investors. Goodness, I have just written the theme for a great non Scandinavian TV serial and without subtitles too. Or am I foreseeing the dark future with (metaphorically speaking - I hope) shareholders heads along roadsides ?

This proposed grab (not only gold of course) may lead to some companies if not whole industries in the Congo either packing up or simply lying down and accepting a smaller share of income. The latter is fine in the short term but highly problematic with the inevitable disruptions such as labour issues, engineering stoppages, corruption and of course social disturbance/terrorism. Not sure that the costs and profits of individual mines are in the public domain so only time will tell if the DR has got it wrong in each and every instance. I suspect that high on every Congolese mine operators agenda is not so much the Congo today or tomorrow but the knock on effect with other African jam-today autocracies. An enhanced race to establish or co-operate in mines in more stable regions of the world might ensue and as these are seen to be less problematical and stable, that will be the death knoll of some Africa operations though not all by any stretch. Of course such abandoned mines could then be "nationalised" and be licensed at attractive prices to entrepreneurs from the far east and elsewhere though I suspect a new "less corrupt" regime might ask leavers to return on more favourable terms. This Congo thing is surely a mere whisper in the wind and will merely serve to ensure that the priviliged Congolese few can retire sooner to their villas in the South of France or Caribean before their regimes implode.

Paddwah26 - From my understanding, the current mine is fast becoming unprofitable but new discoveries nearby could be significant. Randgold to issue findings following 6 months survey/analysis early 2018.

Thomas Huner is an Independant in the Government and in post for a matter of weeks. This is his profile. https://www.vlada.cz/en/clenove-vlady/revize-1-en-tomas-huner-162084/ Sounds like he ought to understand the value of an Li industry with his eyes wide shut. Note the following, http://praguemonitor.com/2018/02/02/ksčm-returns-talks-govt-babi�-after-lithium-dispute Yet he has withdrawn the MOU reportedly in favour of an amended one which seems to be upsetting the communist party so one questions why he would want to forsake private ventures in place of National ones unless Babis is somehow engaged with the Company illegally. I expect clarification before too long.

Looks as though the US Presidents aim to create an economic fortress America will lead to repercussions and therefore widespread trade chaos across continents. Very bad for shares generally and good news for gold. This has all the makings of a long term shift in the order of things.

Seems like Accendo were right

This is merely another way of extorting more from mining and exploration companies. Expect a hike in tax on profits or payment in advance PLUS all the bungs that go along with endemic corruption. Petra Diamonds and RandGold are merely two I know of. The future for these corrupt countries is grim as new prospects will be put on hold and some miners may simply leave.

I agree with your analysis and with todays huge 2% drop in the Footsy this may well be the harbinger of a near future stock market adjustment. The eyes of the greedy Africans will begin to light up in direct ratio to the inevitable increase in gold price. No use Chief Execs preaching about short term greed as jam today is what really matters to the greedy. After all, they and their cronies will ship out to their Cote d'Azur retirements before the next revolution and be blowed to what they leave behind. Still, as a shareholder, I would expect Bristow to show his angst in a public way bt it will get him and Randgold absolutely nowhere. Message to Bristow -Gear up production in the Congo significantly, spend little on the infrastructure and plan your exit strategy now.

Need I say more

A drop of over 7% in one day for Randgold despite the softener of a doubling of dividends. Phew !! Would not be surprised if this is the beginning of the end for the Congo as the unwritten message appears to be "We will soon want more than 50% of gross profits plus ongoing selective grease palming. If you leave then our friends the Chinese who grease corrupt palms as a matter of course will be invited in" Would not be surprised to see an initial tax law which requires all miners to pay 3/6/12 months advance tax. As soon as such demands start, Randgold and all other miners have to walk away.