Member Info for Inbrackets

Https://x.com/savannahres/status/1759983830797299742?s=61&t=AJxxcVs_tbxqv1S84UYMow

Life goes on.

Community meetings and with the mayor.

Election all but 3 weeks away.

Can but hope that they can distill things. Everything cannot be a bone of contention.

CVN, I am sure you are right. The MdB project is of strategic importance to both Europe and Portugal. Not sure that who owns the project is such a priority as ultimately they control the legislation and the raw material is safely in the ground. They are alright Jack.

Doesn’t mean that the project is without value whatever the current sp indicates.

Good to see any comment regards lithium and the potential for Portugal from any of the main electoral hopes. Even better to see comments that are both straightforward and accurate. A huge potential bonus for Portugal’s population as a whole, not just Daisy. I hope it is discussed more widely over the coming weeks rather than being treated as taboo tattle about an embarrassing uncle.

Can but hope they will follow up on this should they get the vote in 4 weeks time.

Https://eco.sapo.pt/2024/02/08/apa-garante-validade-da-declaracao-de-impacte-ambiental-da-mina-de-litio-do-barroso/

Rumbles on. Meanwhile the work towards completion continues

Well it has prompted an RNS.

The new PR guru has barely had time to find the coffee machine.

‘Our’ SP reflects a general malaise across all areas of the lithium world and indeed, relatively speaking, can hold its head up,, at least according to the RK monthly

Meanwhile

https://x.com/lithiumemily/status/1755240885896257860?s=61&t=AJxxcVs_tbxqv1S84UYMow

Is an interesting view on the headwinds felt across the world, not just in Portugal and whilst not really mentioned, but across many mined commodities as well.

Https://www.jornaldenegocios.pt/empresas/energia/detalhe/ceo-da-savannah-foi-ma-sorte-que-um-primeiro-ministro-se-tenha-demitido

Anyone able to post the article?

Chunky buys as well.

26/27 methinks

Https://x.com/jmroberge/status/1751198980867047855?s=61&t=AJxxcVs_tbxqv1S84UYMow

Has it been here before?

Https://x.com/howthingswork_/status/1750776836374835203?s=61&t=AJxxcVs_tbxqv1S84UYMow

In case it was missed

https://x.com/savannahres/status/1748377695203778716?s=12

SAVs excitement prompting all manner of communication.

There are not many European lithium hopefuls and I see that EMH are having a torrid time of it with further drops yesterday. Just a few weeks ago the relative sp was x12, now x7. That’s an ouch in anybody’s book.

Not that long since the Klein/Hopper duet (amongst others) were crooning the virtues of EMH as the EU lithium beacon. Wonder if they have been added to their Pessimism Playlist.

Https://x.com/lithiumionbull/status/1747748268761571770?s=61&t=AJxxcVs_tbxqv1S84UYMow

Someone was asking for market background the other day so this is a well timed recap of the general woes of the wider lithium market, and some general comment on possible futures.

Personally I was taken by a couple of comments especially regards the high prices encouraging high supply of low grade supply in China / Africa which may well stop now that prices are much lower. Whilst they do not give investment advice, didn’t sound as if they would be looking at fresh starters, preferring the established players or ones that are closer to development. Also, bearing in mind price falls, they were mindful of the cash position as the fancy prices of the past year and raising may not be quite so easy, at least on a private basis.

Jurisdiction may be important with some Gov/European underwriting / underpin, when the project is as needed as it is. Whilst the RNS didn’t say it, the SAV tweet earlier said that the CEO was looking to outline the exciting plans for 2024. No doubt we shall see if the wider market agrees

Ditto

Agreed, though I might suggest that much like a deal on the courtroom steps, any news would need to be released to the wider market beforehand if it was to be discussed at the meeting, even if an RNS after 4.30 on the 30th.

Good for sentiment and general understanding.

Christmas has a clear ending on the 12th night, Three Kings or the start of Epiphany in early Jan.

New Year is more of a moveable feast but generally the window of saying Happy New Year is a couple of weeks at most.

And yet, unless referring to Chinese New Year,

RNS 5th December 2023

Shareholder event: An in-person (UK) and online presentation to shareholders is planned for the New Year. Further details will be provided in due course

Am about to go for supper and at this rate I am just as interested if not more, in finding out more details of the courses.

Has he prematurely assumed the luxury of freedom of speech as an ‘elder statesman’ no longer reliant the public’s vote, following his local difficulties, resignation and election trigger. This has been an issue in plain sight for years now.

Https://www.savannahresources.com/esg-community/our-community/

Gets points across on every page. Some may be so hardened against that they will never accept reason or reasoned argument/discussion. Lots of people like that on all manner of issues, looking to revel in being against a cause, almost preferring the pain of martyrdom than looking to build anything positive.

Https://x.com/savannahres/status/1737873962460213291?s=61&t=AJxxcVs_tbxqv1S84UYMow

Looks like one of those Christmas card message annual updates detailing the wonderful holidays and how brilliant the kids are. That said, 2023 has laid and delivered the foundations for 2024 and I for one, am looking forward to seeing the outcome.