Member Info for Inbrackets

Always good to see new discoveries more than likely to increase the size of the pot, and by some margin as well, plus the prospect of it being included in the PFS etc.<br /><br />Could do with the confirmation of the Mining Licence alteration to increase the amount they can mine otherwise additional resource only extends the LoM into the next century, alongside confirmation that further local development isn't mired into protracted disputes with local interested groups. Plus the quality of any offtake agreements and funding arrangements.<br /><br />Another nice brick, but not a keystone, one of which is likely to land shortly.

Well, let's just write that off as a day.

Meanwhile, lots going on elsewhere and there seemed to be lots of links appearing, highlighting VW and their ongoing, upcoming plans. Are we to be part?

https://insideevs.com/vw-2-german-factory-ev-production/

The time tabling of reporting any changes or implications of changes in Nomads etc will simply have to be met. The fact that Northland and SP Angel have jumped into bed is something that would need to be reported to shareholders who might have missed the news when the proposal was published by those parties. There is no guarantee of continued appointment of the new entity by SAV and the fact that this is happening would give cause to the BoD to review any arrangement for them to confirm they continue to use the new firm or not. Reviews can often lead to changes.

We seem to have been jumping off the heads of crocodiles as they sink for long enough now. Not many blue bloods look at small minnow miners on AIM and Reuters report earlier today detailing dearth of capital funding for junior miners. Would almost surprise me if this was the last we have heard on this.

Presumably there are other companies that are currently represented by Northland and will be moving across to SP Angel as well. Might be interesting to read their announcements on this and how they present it for comparison sake.

Another RNS that may or may not be a requirement, and no doubt will be sorted, but adds to the list of ones of little nterest.

When the likely demand is set to grow, failure to keep up with supply needs or even projected supply could make life interesting. The market may well have written prices down recently, but suspect higher numbers may need to be dusted down.

https://www.linkedin.com/feed/update/urn:li:activity:6463483661672153088

Back end of next week is when the German car industry had intimated they would be looking to set out their co-ordinated plans. Only 8 weeks to year end

A man reads what he wants to read and disregards the rest...or something like that.

http://www.libull.com/2018-10-22-Feels-Like-the-First-Time.pdf

Just the sort of Jam recipe I like.

Just seen this in a tweet from Brad.

https://www.mineralsgroup.fi/news/finnish-minerals-group-takes-part-in-financing-of-its-subsidiary-terrafame-ltds-battery-chemicals-plant-a-significant-investment-for-european-battery-manufacturing-value-chain.html

Interesting that Trafigura mentioned - a physical commodities sourcing / trading group. Mmmmmm. Also European sourcing mentioned..

Not sure whether our earth hasn't got long for us, when perhaps it is the other way round. The earth has been around for many millions of years before us and will be around for Many billions of years after us. It just currently hosts us as the more dominant life form though that will change in time. Did any god exist in the minds of the dinosaurs or before? Human life will be but a blink of an eye and sometimes I wonder whether sustainability just delays the inevitable.

Father Time crossed off another year for me today, so please forgive my navel gazing, I definitely have fewer months n front than I have already enjoyed, unless I break current longevity records, and that is highly unlikely.

Does it also help explain the apparent inactivity of RT for the eight or so years before we came involved and the willingness to tie up a JV. And yet, until we get through to PFS stage, we do not end up with 35% of the project and if those little grey cells remain functional, do we not have to have the mining licences before we get to PFS stage. Win, win for RT possibly.

Anyway, whatever the non position of the mining applications, the long drawn out process of the commissioned reports is due around the end of q119 is it not, so presumably that will not be delayed after so much time in the making.

Thank god for MDB and Portugal, even if the current stench of negative sentiment hangs in the air. Just be grateful we are not hanging on by a Finnish thread.

Thanks for that. In the absence of any company comment, am more than happy to take your opinion.

It is now over 4 weeks since Moz Mining Min were due to reply to the Monster Mining Application. ??

My folks used to bleat that I never wrote them as a boy, and always complained when they didn't get a postcard when away. I know how they felt.

It's like Brexit though. 95% might be agreed but nothing is agreed until everything is agreed, so it is said.

Grades Become bragging rights when we have a licence to mine and can compare with others. Thar's 2.2% copper in them thar hills......can be as true as true can be, but if you can't get it out, doesn't make a heap of difference. One of these decades.

Sorry, Madrid link.

https://thedriven.io/2018/10/29/madrid-bans-ice-cars-from-city-centre-in-favour-of-evs-from-next-month/

Jonners, can’t disagree with you that it makes little sense to simply recharge batteries with fossil fuel based energy – so I am not. But is it not a different point?

I do not know the relative merits of a hydrogen engine versus a battery based car, the relative size, cost, maintenance etc etc or how practical it is to be used in all cars, or the relative power generated. No doubt that in time if it is deemed practical or comparable, it will fight its corner and win the argument. It has obviously found favour (albeit more expensive) for fixed line railways if the reports today are to be believed – but only for areas that are hard /too costly to electrify apparently, or at least currently.

However, at that stage do we not look to revert back to your original point and effectively use non fossil fuels be it wind / wave / renewable / nuclear / hydrogen or however the macro sourcing might be achieved to store the energy in batteries that can then be transferred relatively easily across the country wherever it is needed through the grid and then downloaded to recharge the much more granular households / cars / lawnmowers? / mobiles or whatever, stored in their own internal batteries.

I would agree that there will be massive changes as our world re-pivots and changes its axis, over a number of years, and don’t doubt that there will be new technologies that will look to change anything that has become established, it’s the nature of life. However, as it stands, there are always trade offs between the ideal and what is readily available, costs and practicality. At this stage, the momentum is towards battery storage, be they very big or delivered to the very small. Lithium does not generate energy as you know, but it is regarded as a necessary part of the overall delivery system.

If this precept is taken to begin with, then it’s a case of deciding on which companies are more likely to succeed against their competitors, be it other companies or the host of difficulties in getting into production into the first place. It was these points that I was hoping you may have been able to comment on. After all, we buy a pint, not a glass half ful, and if you don’t like the flavor to begin with, you buy something else, or maybe I am being silly.


Meanwhile it looks like Madrid has taken the bull by the horns for a change, and has decide o get on with things, and quickly. Ole.

Yes, I saw this item and my ears had pricked up. Grayling did say that it was for areas where electrification was not practical or overly expensive to roll out eg more rural and peripheral tracks.

Jonners, maybe you were dealt a glass half empty hand whilst generally, posters, right or wrong, deluded or not, have a glass half full view, that they are hoping will be re-filled. Pointing out the current state of play and the lack of jam, is stating the obvious. What I would be interested in your view and comment on where you feel the market will be in three, five ten years and why you can't see any chance of jam in the future when the fruit, sugar and pectin are laid out on the table in front of you.

My first efforts at Rhubarb an Ginger, Marmaldes of various descriptions were pretty appalling but have improved hugely with time and effort. However my attempts at Patum Pepperium, may be a speciality of those with an empty glass but definitely not one of mine.

Jonners.....always reminds me of TMS, summer and cake crumbs. All good memories.

From the death of an asthmatic on the South Circular, pollution as a public health issue becomes ever more focussed on by our Guardian Angel.<br /><br />https://www.theguardian.com/environment/2018/oct/27/air-pollution-is-the-new-tobacco-warns-who-head<br /><br />Outside of the M25, indeed our borders or even the wider EU borders, the map in the article certainly gives more than adequate visual clues as to why the EV drive is from India and the Far East, but acts as a warning for us.<br /><br />Been a bit of a tortuous week or so to see things dip back into the buying zone amongst the wider market malaise. But we draw steadily towards the news, the title of which we know, the full contents of which we obviously don't - the details of the offtake agreement and how SAV will fit within the EU battery jigsaw that is being pieced together behind closed doors.

Part of an interesting piece from Roskill

"The EU is today reacting through its “Battery Alliance” program to the disruptive threat of transport electrification. Large and established European chemical players, such as Umicore and BASF, are well positioned to supply future European battery cell manufacturers with refined materials. Access to battery raw materials, however, remains a challenge for the European large-scale battery industry in contrast with Asian companies. Tesla and Northvolt were the only ‘Western’ companies present among the twenty-two lithium deals closed between battery-makers and miners since 2009."

A sausage machine needs to be fed.

Kopf, guilty as charged. Didn't want to see a completely empty board, even if it meant typing up some non specific drivel.

Meanwhile Jonners, I made some raspberry jam this evening for the first time. Delicious though I say it myself and only took 20 mins. I shall keep some back for the darker days of Jan and Feb to celebrate the prospect of further good news in a few months time. Nothing better than a dangly carrot.

A nothingness. Empty of anything, positive or negative. Less than a vacuum that at least looks to replace its emptiness. Today's board perfectly reflects its subject.

And yet, the wider world is full of fizz buzz.