Member Info for HappyLiUK

I prompted various AI about the change of strategy and gold price hike today (again) asking if the direction was a wise move or poor:

Far from being a poor move, BMV’s strategic update seems timely and intelligent. The gold market is experiencing record demand driven by macroeconomic uncertainty and safe-haven flows. BMV's pivot toward structured streaming, treasury reserves, and digital asset integration positions the company to capitalize on this environment—by aligning with rising gold prices while avoiding the pitfalls of traditional mining.

??

June 30 is looking great and is a huge milestone that sets the stage for the next steps:

1. EIA Approval & Construction Permits , 2. Financing /Offtakes , 3. FID , 4. Construction Starts............

Still all positive

…. So expect the USA to be driving hard ball next week in Davos.

A massive USA push for EU critical minerals action is inbound. Jan 12 Treasury Sec Scott Bessent hosted EU, France, Germany + allies in Washington, urging FASTER derisking from China & boosting supply chain resiliency for rare earths/battery metals. Urgency is the word – they're calling out deficiencies NOW.

This is PERFECT for Cinovec: EU Strategic Project status, full EIA in, Czech Govt backing, €360M grants on table, low-cost long-life lithium right in Europe's core. With Li prices rising + heightened transatlantic pressure, execution is accelerating. 2026 is our year – super bullish on Cinovec

@Bannor absolutely on point “it's done, it was on time that's all that matters at the end of the day”. deadlines are being hit, no matter who seems to dislike that or hope they can disrupt.

The Li price is climbing and will continue.

@darientaylor I hope you see that multibagger. We were here when the SP sat over £1 back in 21, it’ll come again and you’ve got in at good prices if you’re like my friends who were in at 9p. First offtake is the key

GLA

Yeah, spot on! stronger Li prices incoming will help offtake talks big time right now. Battery-grade Li hydroxide peaked in 2022 at $75k–$85k USD/ton in China spot (some hits near $81.5k mid-year, per Fastmarkets/Benchmark). Now in Jan 2026 its rebounding nicely , global battery-grade around $8k–$14k/ton (CIF China/Japan/Korea spot ~$8–11/kg recently), with energy storage boom starting + supply tightening pushing forecasts to $11k–$28k+/ton range this year (analysts eyeing deficits & 30-40% demand growth). With DFS done/EU grants/debt support, and advanced offtake chats with big EU players, current momentum + projected upside looks super favorable for solid terms. $30k+ is easily possible if storage tailwind keeps rolling. Fingers crossed for news soon!

anyone got any thoughts on negotiation floor/ceiling?

Not sure why they have been mentioned here

https://www.branduk.net/quoted-micro-12-january-2025/

Dusty I can't go down the vs manlord route as thats your angle so I'll leave you guys to it.

Regardless or anyones thoughts I still think you're all fortunate to be holding here and you'll see a decent return. Genuinely wishing you all the best for 26

It's priced fairly. Offtakers 'negotiations' will factor in current raises, and predictions, so it's all looking fine still. Let's see what figures land on the first one!?!?

Im more interested to see if it'll be an exclusivity deal (drives cost higher) or a % share with others

I've been following for years, as most have, through the early exploration days, multiple drilling campaigns etc etc, the maiden MRE, the metallurgical breakthroughs and right into this de-risking phase. so no, not "here 5 mins" at all, I've watched the story build patiently without jumping on every single pump or dump. I just don't feel the need to counter every bit of continual aggression toward anyone who dares post something positive. It's a classic bully tactic, shut down any optimism with snark, personal digs, and selective realism. Why so rarely engaging on the actual project merits? What is the distain for the company?

I can't remember the last time on LSE that I have seen such hatred and distain for a company and especially its leaders. If I was Sath I'd be seriously worried that my scam has been found out.

He obviously needs to be investigated,

Everyone knows this but some here seem to be fixated on being negative.

You're all very lucky to be holding this stock, especially those that got in on the last few months, I wish I had of got more.

This will be in the £'s very soon

Well at least we have some RNS momentum

10p+ this year easily

Lithium continually increasing and demand about to skyrocket.

China is about to go into years of large scale shutdown as its crooked oil routes get cut off by the USA, their industry will be squeezed tighter & tighter, and love or hate the USA, they know exactly how to dominate this global power grasp, nothing will come close to them or threaten their power now. This all will further catapult the price per ton on many minerals once they've wrapped up ownership, even the EU will benefit on their own supply chains.

What is hilarious is desperate MMs who think that posting a ridiculous 'miracle new battery' tech here on a Li forum changes global trajectory...... keep dreaming guys/girls

Are we due any RNS for Jan?

surely we're only a good RNS from 5p+?

The climb back north is on now.

steady away until offtake #1 releases via RNS.

Who's going to be the first taker . . . . ?

Why is everyone so back & forth in arguing all the time, Pitfield's one of the largest and highest-grade titanium resources ever reported globally, completely dwarfing most existing operations and in line perfectly with a period in history that will bring huge demand on the product

Its just a waiting game now, curb the stresses

Such a great start to 2026

Really pleased for KM and Co, also more so for the rest of the LTH's who've sat this out, really good future inbound here

@Patient1 thats certainly the best bet to why its purely Li focused