Member Info for Inbrackets

Salve, you did and Succinctly in fewer words. Piece rate poverty.

I was going to add that no one pays to come and watch me play golf, but WH certainly has teed up the ball nicely.

Just what we have been saying....for months......for free.

in Sunday telegraph today all about EVs and lithium. SAV not mentioned as the comment more on South Am v Aus, Brine v Hard Rock. But mostly is about the overall need and potential for growth in need for Li with EVs and storage. Makes more people aware

CM, so glad that the essential point was grasped. Was focussed, rightly or wrongly, on the steps the MoL and metropolitan authorities will need to do to protect their collective rears for failing to comply with statutory requirements and what I suspect will require a quantum change in favour of EVs

Yep, being a hay fever sufferer I can't disagree but there are no legal limits on the pollen count. The 'Lobby' seemed to be looking to lift bad air to make pollution a national health issue making further legislation and tax raising a virtuous stance that could hardly be argued against with that moral high ground already taken.

Just heard that the girl who died possibly due to bad air has had her stated cause of death quashed and open to review. Boy. If that is proved to be because of high toxin levels, then the current crop of two arterial roads into London and congestion charge etc will be ramped up very quickly if only to pay for the inevitable legal claims that will no doubt follow. More EVs, as if we didn't know.

Jonners, i recognise that you have your contacts with very clever folk at UCL and alternative very clever folk at different academic institutions may not warrant attention, but thought you may be interested in this article. It may be by a lesser brain, but it is published and as you will read at the end, he too was a Lithium sceptic.

https://stockhead.com.au/tech/lithium-ion-will-dominate-the-storage-race-because-nothing-else-can-compete-on-lifetime-costs/amp/

Whilst boffins the world over are looking for that Holy Grail, mere mortals just have to crack on with the best option currently available and look to improve on the known technology as time passes, until of course one of those boffins jumps out of his bath shouting Eureka.

Atd, yes. I know there is much discounting of anything to do with Oman, and it has taken forever and take more time still, but the initial comments a number of years ago often referred to an all encompassing state appraisal of the mining industry and intra group co-operations, rather than standalone furrow ploughing by individual companies. This was always going to take time and patience to co-ordinate, with different groups at their different stages with different plans.

They, Oman, look like they are ramping up the commentary about mining again, which would hardly be worthwhile if they are just going to return to their shell again And want to be taken seriously. Formal announcements and MLs would be a welcome start.

Many silvery moons ago at a presentation, I seem to remember DA saying that they were still in negotiation regards the tax take. That must have been about two years ago, if not three. Then there has been precious little movement whilst Oman has come to terms with what it wants and sets out its stall, with lots of reviews and soul searching. But following last years Tanfeedh, and the recent review of it, are we getting closer to action?

The link is to a pice in the Oman Observer and within that, there is the extract below- all about tax - One of the acknowledged blockages of a couple of years ago. The fact that all of this would seem to be being aired in public domain gives me an eerie feeling that the conclave has put a log on the fire and that some smoke might seep out. I am not going to hold my breath and fortunately the company is not reliant on it (now), but suspect it will be a good fillip as and when, should it actually happen.

http://www.omanobserver.om/stronger-impetus-for-non-oil-economy-in-2019-budget/

The measures seek to, among other things, enhance tax collections efficiency, and activate monitoring and follow-up measures. A new selective tax, widely presumed to be Excise Tax on certain commodities, is on the cards. Other measures are aimed at amending rules and regulations pertaining to exemptions of tax and customs duties;

Atd, I think bonkers was referring to the size of the copper project (as it stands in suspended animation) rather than Portugal, or moz for that matter. Other than that, the cake is in the oven.

CM, and a prosperous New Year to you. The last few have been the precursor to this one, and unlike me, I am beginning to feel excited.

First real day of the year coming up, not expecting anything in particular tomorrow but let's look forward to the rest of it with some relish as there is much to be delivered on, despite macro headwinds.

Nice way to start the year, hopefully this prediction will turn out accurate.

http://www.libull.com/2018-12-31-New-Years-Day-Animals-Rev.pdf

""I predict Portuguese will become an important language for lithium land in 2019 as Brazil has a new President from January 1, AMG’s Mibra started shipping spodumene recently and developer Sigma signed a $30M off-take deal with Mitsui. Brazil has a more meaningful base of auto OEMs than Chile and Argentina with BYD, Fiat, VW, Ford, GM, Nissan, Toyota, MAN, Mitsubishi, Mercedes, Renault, Honda, Hyundai operating in country. Savannah too, in Portugal, has similar potential for German and other EU OEMs, IMO.""

Another bit of the prep work confirmed. Such a comfort that we can all enjoy Christmas safe in the knowledge that we won't fall out of AIM come February.

Extra large port dot for Santa tonight.

So, are you staying up for Alara news?
I won't be, but will b interested in what they have to say.

University will no doubt be marketing their industry connections in the new world of battery courses with prime mover, SAV. Starting to take its place in the community.

'The results are in' so to speak, saying that they have enough drill results to cover off the DFS.
Last week we had news that the combined 500,000 mt co-products @say $80 plus tailings would effectively pay for the capex over a two year period.

Lithium for free?

I stand corrected and warmly surprised, this RNs trumps socks and Oman drilling in one. This has got to push the cost base down hugely relatively against its peer group.

http://www.omanobserver.om/smoke-emissions-from-shinas-copper-mine-due-to-sulphide-combustion/

Does this mean we need to hire an industry expert on farting copper mines? That might take some time as one is yet to be born. PAM has since said it's not an issue - good to hear that it is still functioning even if it doesn't seem to want to green light current projects.