Member Info for Inbrackets

Now up on website.
https://www.savannahresources.com/media/nasaoof0/savannah-corporate-agm-presentation.pdf

Yes, get a move on. No, pure nickel does not mean it excludes lithium which is the common denominator across the different types of batteries (currently).

More manana than manna.
Is this another government appointee that wants to review previous decisions again. Not sure what the Portuguese equivalent of Humphrey is, but they would seem to have dissected and learnt from repeat episodes of Yes, Minister.

Q2 has been mentioned a number of times as being a ‘landing zone’ for further developments and this ties in with the UNECE expectation.
Personally, my biggest fear would be that any decision is deferred and held over.

Thanks for your sterling efforts.

Apparently Nissan agrees with Musk and has stated it would be interested in buying a mine.
With refinery and gigafactory capacity on its European Teeside doorstep, the need for raw material is understandable.

They may be the second to say it, but more can be expected

https://europe.autonews.com/automakers/vw-increases-ev-investment-plan-spain-nearly-11-billion

Don’t be too downbeat CM. Confirmation of VWs commitment outlined earlier this year/last year. Local resource must get to the front of cup cake display before long but take your points about the faffing about .

You may find that this might be a nom de plume picked up by our intrepid poster in response to Father Goodday, a regular on ADVFN who Christened him that (or similar) when feeling particularly uncharitable on one of his many off days.

That said, Hospi, a fine suggestion for a game of virtual Cleudo to find who did what and where especially on a Friday pm with little going on int’market. Talking of markets, and Plonkers, I reckon it’s Rodney Trotter. What do you think Tony?

No, they are not. The last Gov fell due to their budget not being approved but any decisions were effectively bound to be deferred following the snap election. With that overall majority being achieved, the budget will presumably be approved this time, and the decks cleared for a series of announcements.

That said, read the argument on ADVFN chat as to why this may be on hold until mid June. Whilst any Espoo decision is not supposed delay approvals, they may want everything very squeaky clean with no further appeal options. Who knows.

A tad more.

Strikes me that the blockage point is APA and the DIA/EIA. If you are selling something you need to speak with the decision maker. Until that is transferred to SAV can he get best price?

5-10 yrs? I was just jesting with someone that the timeline for Rio T is intra-generational and looking at Moz, not far from the truth.

As far as SAV in Portugal is concerned does that 5-10 years start from now or can I get 6 years off for moderately good (self assessed) behaviour?

Further musings following Musks tweets.
Every miner under sun is looking to be the link, the Chosen One, to have a bit of glitter stardust. Who knows but it’s an idea .

With non-European Li miners at a multiple premium, firstly, might Tesla look for a relatively cheap European entry point. secondly, if his tweet is treated with the expectation as hinted at across the boards, will further rises elsewhere still drag European values up, perhaps narrowing that premium.

This past week, SAV would seemed to have moved out of the slipstream of a number of their European rivals with bigger megaphones, with the announcements of links with ABB and RBC. Splice this with the Portuguese auctions to perhaps enable a developing supply increase over the next decade plus, and which other of the resources in Europe offers this prospect? Meanwhile T could bring all manner of stuff to Portugal, refining, and ultimately manufacturing. The Portuguese Gov have always said that the price is only one factor. I could easily imagine deals could be being done.

Tomorrow comes soon enough.

https://twitter.com/elonmusk/status/1512505545416224783?s=21&t=_B2hrC7KclGUbudDq3ykKg

Prince Musk of Tesla would seem to have lost patience and declared a possible intention. Who knows whether a-mining-n-refining they will go, but it does perhaps fire the starting gun for all the OEMs. Will the Un attached virgins of Europe be of interest?

I know it is idle speculation and early, and I certainly do not want to hold on the coat tails of Starfox, but there has been precious little comment on potential parties.

SAV have been positioning themselves as outlined by Starfox into the perfect partner for many a year. The Kate Middleton of the European Lithium world.

As has been outlined by DA recently in the annual report, the board has resisted the temptation to commit to early offtake agreements but who is on the dance card. As the Annual Report stated there has been much interest and not solely from European OEMs. And yet there has been very little if no linkage between SAV or a possible Prince Charming Tesla.

Sod the mice, maybe this pumpkin is set to be pulled by the elephant that has yet to be named.

Maybe the new one will temper that by adding ‘once home based refining capacity is available’ in the auction documents.

Think this is from 4th Feb not 2nd April as I don’t think Fernandes is still in post following election.

That said a good reminder that they did say that they would be finally launching the auction in early Q2, sometime soon therefore.

Not so far fetched.
Glencore has signed a Memorandum of Understanding (MoU) for the potential supply of ethically sourced and traceable raw materials for inclusion in FREYR’s lithium-ion battery (LIB) cells.
Ethically sourced / traceable lithium….sounds familiar.

Whatever the current frustrations are, and they are well known, MdB is in good order (as was Moz when it was passed back to Rio) and is certainly ready to roll out given the EIA. But what about the beyond.

I was drawn to this:
‘ Metal and commodity traders may be the best placed groups to assist us with this, being able to both market the Project's concentrate on our behalf and provide financing support and assistance with logistics. Again, Savannah has already attracted significant interest from groups in this sector of the market, many of whom are looking to grow their businesses into the battery metal space.’

So a Glencore or similar, to take part in the upcoming auctions perhaps. Now that would be interesting.

Solid. Very solid. DA has often been accused of not being positive enough in the past, and not getting onto the front foot. Not this time.

As much done as possible and ready to press on, with bottleneck identified, named and, if any due, shamed, and a fairly full explanation of the lack of need for offtake agreements.

Hugely positive though as we all know, based on the belief that APA comes through with the DIA EIA etc with a post receipt timescale of up to a year.

No distractions, finances in good shape, focussed and in an extremely buoyant market.. quite a lot to be happy about.

I appreciate that I am not Tony, but the answer is no. In fact, timelines of any description other than Life of Mine would seem airbrushed. SAV themselves stopped any references a number of years ago as they realised any date was a hostage to fortune and invariably led to general irritation once missed.

All they can really point out is when things were submitted and whose hands it is currently in, along with the next steps.