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Starfox, fair comment. I should have read it more closely, but didn’t. Guilty as exposed.

Starfox

Presumably environmentalists can also be shareholders and sign up for the same bi-weekly emails so maybe the lack of engagement is across the board, not just social media. I hadn’t realised they had contracted twice a week in the first place, but no doubt they would point to their current appointment of an in house PR employee as an acknowledgement of the issue and their efforts to address. We should expect news on this at least.

Your extract says it all but obviously couldn’t quantify a delay that would only be detailed I n the future. The DIA is the end product of the current stage of the process we are in, the Declaration is the result of the Assessment. All very apt on A Level results day, let’s hope for an A**.

OTH, 2 mins is not long enough but if it encourages folk to at least look ( if only for hitting the brief) then that would be fine. No doubt lots not even touched on eg the Mozambique HMS JV with RT and the initial agreement with Galp (that we gave up) and the DD completed there should assuage any doubt on the apparent uncertainty mentioned. Likewise, I don’t think any of the European Lithium hopefuls are at DFS stage yet so one could wait for that to come and the project be de-risked, but that would ultimately be reflected in the price. Each to their own.

Meanwhile of course, with the international community gathering in Glasgow with the red glow backdrop of Greece and Sicily, it’s all around the same time of the EIA etc.

As of Saturday, I lost my podcasting virginity and would hope to be able to do an update in say a year to subtly say ‘I told you so’ but that may not be an option afforded to me. As with most things, we shall see.

https://www.globallithium.net/podcast

My first and probably only podcast explains in 2 mins why SAV. It is first on..

JL gives it fair treatment and an understandable wait for the DFS but I don’t think there are any Eu projects that have got to DFS stage yet, so if anyone is wanting to benefit from a recognised Eu shortfall, they may need to make that leap of faith upfront.

To be fair, whatever the eventual solution is, it has to be with an agreement between the parties. Couldn’t for the life of me see RT being presented with a fait accompli as to who they have to be in bed with. Remember the DD process that RT did on SAV.

They must be getting closer to choosing their PR candidate. Applications, round 1 heat followed by round 2 and then possible decider. No doubt the first job would be to write their own press release.

Suspect his strategic review was completed months ago and delivered. He is in fortunate position of being able to get on with other things whilst SAV BoD then have to consider what he said and then agree with RT, hardly known for its nimbleness.

There was comment that they were expecting to implement (or perhaps at least start) before year end. My kids used to expect Santa Claus but that bubble burst quickly in RT terms when I broke it to them just before their 18th birthdays.

Binary? Black or white? In or Out? On or Off?

Are European negotiatons ever so finite unless the result is as wanted? Maybe we shall see some conditional approvals to gat things over the line.

Well SH4B, such flattery deserves a ‘Recommend’ even if I am the only one. Thank you for perjuring yourself. Wicked? Hmph. I would prefer wry in public, but behind a saintly exterior am secretly pleased with that.

https://www.reuters.com/business/energy/piedmont-says-has-delayed-timeline-supply-lithium-tesla-2021-08-02/

Not that this will impact Tesla Berlin but will add to OEMs supply chain uncertainties and concentrate their minds ever more.

OTH, makes me feel like the Father of the House or the Last Idiot Standing.
This has taken so long, the little ducklings have grown up, had their own 10x over and been eaten with some shredded spring onions and hoisin sauce.
As you say, there’s no where to run to or hide over the coming month or two, and the current state of play couldn’t be much better.

Funnily enough I was thinking about you over the weekend. I was also wondering whether your contacts at UCL had now graduated or completed their PhD’s and moved into R&D in industry or other such gainful employ. Seeing CATL s announcement last week with its target market being storage and lower end batteries is bound to make one think. Can’t underestimate further Li improvements as it looks to keep its nose either ahead or relevant longer term especially as the potential market for a host of applications simply amplifies the market for nigh on any option.

Undercooked or overcooked?

The madder the better

CM, always like to hear the word skyward and can but hope you are right.

I am trying to remember how long RT have been sitting on Jadar and their Moz assets for that matter and I should avoid mentioning Mongolian copper. Seem to remember that they supposedly lost the Jangamo asset due inactivity. Not sure whether they really seem to look for relatively small individual piecemeal plots and in any case, not sure that even if they do, the T&C of the auction would allow them to sit on them. I doubt they would be allowed to turn over a few sods of earth, position a portaloo and claim it is under development.

I appreciate that getting MDB underway would be a huge underpin. As DA said in his latest episode, SAV should be well positioned to add and replicate (hopefully at speed) based on the experience developed over the past 3/4 years in country. Obviously 6%spod would compliment any carbonate to help with a ‘whole of market’ offering but personally I would rather see a few patches sewn together to make it significant, and then see what is available.

Posted elsewhere :

“See some wishful thinking comments about SAV and RT for lithium, now that they have come out of the closet.
Certainly don’t see that (RT and SAV) based on current (MdB only) profile but that would change with further, albeit different sites added across Portugal and Spain to enable a progressive ramp in supplies. Can’t see RT sewing the little patches together, but they or others may well be interested in the quilt at some stage.”

That map showing Fortescues interest has been doing the rounds on the SAV presentations almost as long as the VW backdrop.

22nd was beginning to look a congested diary with SAV and EMH having their own presentations at the same rather unusual time, 1pm.

It is therefore quite fortunate that VW’s AGM starts at 10am. Phew. Thoughtful.

I don’t see any great liaison dangereuse between EMH and SAV, but I do see the potential for both of them being served up news on the funding front from the EIB, and / or an indication from an OEM eg VW, that they are to form part of the ‘closed loop of suppliers’ that VW detailed at their event earlier this week.

That’s what my tea leaves tell me though I only drink about one cup of tea a year, so hardly a cross my palm moment.

Being a bit hopeful there Bonkers. The Public Consultation May close tomorrow but that then feeds into other strands of the review of the EIA submission to APA. They will now collate, review and assess before coming to their conclusion, one way or another. Monday might be overly optimistic but they are certainly expected to confirm the position before mid September.

Still intrigued why both SAV and EMH should both be holding simultaneous shareholder presentations next Thursday at 1pm, during a working / trading day. Frankly, I don’t believe that both companies should pick exactly the same, rather bizarre time to hold a corporate get together ostensibly for the same excuse.

Thursday is the new Monday