Member Info for Iaintittle

The impression that I have is that both the communists and the social Democrats are happy to talk with ANO as long as Babis is not PM and a member of ANO is not in charge of the Ministry of the Interior (ie the police)....... ie they will join a coalition as long as Babis is unable to sweep his past indiscretions under the carpet........ let’s see who blinks first

There are a group of us who invest through the Manchester office of a uk broker and Bert came up last year to present and I’m sure he would do it again for a larger group (he was also kind enough to do a concall last week to up date). Always fancy a Chinese lunch..... I’m more of a Happy Seasons (authentic Chinese) than a Yang Sing, but anywhere in China Town is good....

Thanks for the report Frank..... as a fellow Manc, can I buy you a pint and a pie for your efforts?

This is what really pis**s me off Fingers. It is not very very clever, it is f***ing obvious. Medium to long term detailed strategic thought and action to create an economic advantage. It’s not rocket science but it cuts through the politics and self interest. Babic now has his hands full as smaller parties make unrealistically disproportional demands in exchange for their 15 votes and ANO achieving a working coalition. ........ as opposed to the CR planning, initiating and supporting a next generation industrial base that could make it a power in Europe and the western world.

Hey, fsjamescampbell, have I missed your report from site? I would love to read it before Wednesday as I have a very relevant con call.......I appreciate that you’ve probably been up to your neck in it since your return and that this may be a family weekend...... just asking. Thanks in advance.

Agreed earache........ but that HoCopper poster is speculating that the NPV in the PFS is wrong and is asking for someone to check his Maths. He tried to calculate the NPV from the PFS numbers and failed...... he could only recreate the maths in the PFS when he used the gross cost of production (before off take credits) instead of the net COP....... he is suggesting that if he is right the NPV would be 60+% higher as the profit would be $2000+ per ton more...... it would be a big mistake to have made and I don’t expect it to have happened but worth a look (and I’m not qualified to do it!!)

This appeared on HotCopper..... any comments? “I have been trying to replicate the NPV Calculation in the PFS dated 19/4/18. I have used all EMH assumptions including 10 year tax free and 19% CTR thereafter. Normally I can replicate precisely their calculations but this time I cannot get anywhere near EMH's numbers. The only way I can arrive at EMH's NPV number is if I use the C1 Cash Cost before byproduct credits (US$5231 not US$3483). I would not expect an error of this magnitude in a PFS so can I ask has anyone on this thread precisely replicated EMH's NPV calculation? If the CI before BPCs has been used instead of C1 after BPC then inserting the correct number in the NPV calculation increases Post tax NPV(8%) to US891m, instead of US$540m. So a good thing. Anybody?” https://hotcopper.com.au/threads/the-show-is-on-the-go.4105948/page-3?post_id=32105218

I read that Tesla’s 100 magawatt Battery built for South Australia has around 85 tons of LCE in it...... and most predictions of global usage ignore utility energy storage! 2500 of those is equal to all the LCE used globally last year

If you really are Donald Strang pick up the phone to KC and ask him yourself...... he will take your call you’re the biggest shareholder........ of you are not, why are you pretending to be him? What is your purpose here?

Rick Rule and Sprott were bidding to fund us along with Taurus and Coris a year or two back, they have been keen on us for a while. Re TSX I suspect that the long term aim for HUM is to get a main listing in the UK. I understand that if you are a UK fund wanting a pure exposure to gold the only real option is Randgold (not withstanding that it is a well run company) I think that the bod feel the company would benefit from the ii’s having a second option; the TSX although full of gold miners is beyond the remit of most UK funds.

Tesla.....’He notes that the article 'seems to be saying...' which doesn't inspire much confidence’....... I suspect that it was Degsie that commented on the news paper article, not KC. Geomet have a number of Czech execs going about our business on the ground in the CR and I suspect they will be having non-official conversations with non elected ministers so that when the politics gets sorted EMH and the CR can get down to building a mutually beneficial supply chain.....

I take your point JJ but we know that the team who ran the DFS are experienced and they know the numbers that went into the budgeted production cost...... the team on the ground will also know the KPI’s that align with the budgeted costs and will know if there are any amber or red flags...... Whilst I don’t expect the bod to come out with exact AISC at this stage it would be good to get an RNS that stated that they were confident that the AISC would fall on or below budget...... then the market will only be waiting for an extended LOM and we might get some sp movement.

That is just the tip of the iceberg...... if given the chance they will cherry pick the world best and most strategic resources and JV with the owners taking risk in supplying finance..... creating short term win wins but exposing us all to their long game...... while we have self interest serving politicians clambering for the next piece of one up manship with a view to the next election which is never more than a few year away the Chinese are planning 30-50 years ahead.......

...... and guess what would be a great idea as part of such a plan. In the arid countries large solar farms that would create bountiful cheap energy...... to sell or use. De-salination plants using the cheap energy to create abundant water for agriculture.... the basis for an economy..... and all the energy to be stored in large lithium batteries...... simples

..... and maybe Trump has at last said something sensible when he talks about the Chinese stealing IP and technology from the West and that he wants to curtail Chinese investment in the USA....... if we do not secure this lithium resource and back it up with a western owned production chain we will become fodder for the East within a decade or two.

Donald Strang....... the CFO of KDNC? What are you doing here, posting that?

A lesson to all who think that we can play politics with our European resources whilst China plans its long term economy...... https://www.facebook.com/CarBuyerUK/posts/1561553987227297

Sid; https://roskill.com/event/battery-supply-chain-europe-2018/ KC speaks at11.30 on the 13th March...... as I have commented before, I think that it would be good for the future of the Czech economy to send a signal to all those at the conference demonstrating that they are open for business and overseas investment with regard to the whole of the Lithium battery supply chain from ore processing through battery pack construction into the making of finished electric goods...... everyone benefits from that message being loud and clear; and if the message includes Cínovec and a large German car producer all the better. If there is no message then the positions of Austria, Poland, Hungary and Slovakia are strengthened. Here’s hoping!

I do agree also; i suspect that Europe and the EU realise that this is worth as much to them as the CR in terms of having a a ready supply of cheap battery packs for whatever application they need (as oppose to the prospect of having to beg from the Chinese)....... this could be a win for everyone and I hope that pressure will be bought to bare by the Govts and the Multinationals on the CR........ soon please!

Let’s hope the EBA bother to go to Dusseldorf to the Roskill event next week....... then they will know about EMH...... unless of course they start their free lunch at 11.00!!!! Let’s have a catch up later this week Rich?