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https://amp.ft.com/content/36eb55fa-c7e0-11e8-ba8f-ee390057b8c9?__twitter_impression=true

Makes for an interesting read as the emission noose starts to tighten.. Bit of a disconnect between the apparent oncoming black hole that is The European car industry, prices, supply chainsfor materials, plus the cost of the end product for a more cash strapped market, and lower margins. But there certainly only looks like one ultimate direction of travel as Europe collectively develops its own battery supply and SAV is en route for all the potential parties.

Whoever is in charge of posting tweets for SAV has been going into overdrive in the past few days. Tonight's link doesn't seem to say what Portugals award from the DIT is for, other than it is reserved for 'very, very special people'. Some might comment that this terminology could have been taken straight from a grooming manual.

There does seem to be a constant stream of positive EV and storage news from across the world and up and down the supply chains, and yet....general malaise. No doubt a bit more certainty would help sharpen focus.

I was thinking that any response from Moz would he need to be reviewed by the JV, so can we expect some delay with RT. Things land when they land but when the due date was known, one could expect some sort of update, even a simple one to at least acknowledge the marker.

So Netherlands and Denmark making good noises.

Now this:
https://cleantechnica.com/2018/10/02/german-government-wants-to-invest-e2-billion-in-battery-cell-production/

And in the article, it points to further news on this coming in mid October, not that long away. Starting to look like business is meant and that the bit is starting to be chomped.

Are we 1p up or 10p down?
Would we have been hoping to have coffers full through to production at 9p, or glad to have turned that into reality.?

Salve, not sure that they will leave a voicemail. Date might be in the diary but personally would be surprised to see any comment tomorrow, indeed possibly even this week, leaving room on the inside for Oman to sneak in an nick it by the shortest of heads. The gin has yet to wear off having spent the weekend in Narnia.

Chin chin.

Into Q3. 13 weeks to the end of the year. 11 weeks or thereabouts for anything useful. If the Omani element of the bonus scheme is to kick in, then that starting gun needs to be fired soon, if not backdated were it possible.

Has the price softened this week because the odds have lengthened of solid news rather than another round of further delays that unfortunately we have become accustomed to. That's it, no more gin this evening.

As you say, nothing new in the piece, but then again there was never going to be. As you say, volumes have dipped or returned to an earlier period, despite very positive developments in Portugal, both reported and outlined, let alone what we may hope for on a personal level.

The market in general would seem to be hedging its bets or unable to really see this tipping point, be it EVs or energy storage etc but there is a constant barrage of news detailing smaller, granular changes happening on the ground - local authorities buying EV buses etc - (Cory Groshek is a one man press agency on this) - and much like the long term is made up by a consecutive series of short terms, the coming revolution is made up of these granular changes. It will be seen in time, and likely to be sooner.

Quality offtake partners, further resource upgrades and the PFS will certainly cement SAVs position and that is before any further additions to the mining land bank or the projects in Oman or Moz, whatever is felt about them on an individual basis. There will be a more Bouyant market. This is just one of those shorter term periods that will make up part of the eventual price.

Forgive if I had missed it, but hadn't seen any link to this interview with DA regarding interims and other generalities.

http://www.proactiveinvestors.co.uk/companies/stocktube/10565/savannah-resources-achieves-several-important-valuation-milestones-in-first-half-10565.html

I love the Alara updates. It like finding out and following what the kids do by accident on someone else's Facebook account because they have not accepted you as a friend (or whatever the terminology is).

Only posting this to make you feel that you are not alone, CM.

Managed to now look through the Rns properly. What I like especially is that we would seem to have been able to substantially increase the resource with a smallish upfront fee and the balance being dripped in from production revenue from the original purchase, and assumes that the ducks are lined up prior to any financial commitment, save the original ante. Crucially....no further dilution with payment by additional shares.

Portugal to one side, in Moz, assuming the min of mining takes its state 6 months, this will mean that the decision on the Jangamo ML should drop in March, just about the same time that we should be finalising the PFS, and setting off towards the DFS, with an increased % to our name. Talking of which, only a week now.

Lots of opportunities for incremental good news being laid down for the future, next year.

Charging infrastructure needs to rolled out and quickly. Would hope for some major priming of the whole EV market and its constituent parts in the Budget in a couple of months time in preparation. Can't afford to miss this trick especially at this time - forward looking and necessary if only for our domestic market.

Possibly bed and isa trades.

Nice rns this morning as MdB continues to develop. Have they bought their own rigs yet - they will have paid for them by the time they actually stop drilling at this rate.

How many people were expecting something about Oman after yesterday rather than Portugal. Just being toyed with, but happy with that.

Saw an article earlier that seemed to say that Dyson had reverted back to some sort of Li battery instead of the one they are working on, at least n the nearer term whilst it continues to develop. Sounds a bit like all battery options at the moment, lots of good potential but in need of time and a big sugar daddy to support it in the meantime.

Joint meetings between the major shareholders may well be regular and almost routine to report on events and accounts, and no doubt there are meetings with the JV partners to discuss progress. But, BUT....

Can anyone remember when there was a group photo published of such a routine meeting, or give any reason as to why one should be taken?

It's as if someone forgot to add the Invisibility Ink to the pen as they were writing between the lines. Might be wrong but hopefully not.

Just been reading through the rns on the moz mining lease. Would seem to be the bit that SAV brought to the table when they teamed up, it Jangamo (which was RTs originally anyway). Sincerely hope that this hasn't been done as a timely deflection of any disappointment should the Moz Ministry of Mining fail to deliver or defer come Oct 2nd on the initial ML application.

Very little time to wait now to discover which it is.

Few weeks ago, we had the sad case of the young girl who had died ostensibly from pollution in London and the arrival of EV arteries into central London as it starts to look like Further regulation is being positioned on the back of public health.

Now this: https://www.theguardian.com/environment/2018/sep/16/air-pollution-particles-found-in-mothers-placentas

How could anyone be so callous as to vote against EV progress and risk being called a murderer of unborn children. EV legislators position themselves on the moral high ground in readiness.

Hat tip to Sam Bee and his powers of discovery.
http://www.macaubusiness.com/portugal-booming-electric-car-sales-drive-lithium-rush/

CM, hi. I had the feeling that it was recognised the project has value but only once the necessary licences were issued on the basis that you can't sell it and generate revenue if you can't dig it out.

Hopefully it's not just a case of required plate spinning to maintain the existing exploration licences or a case of bulging bank accounts but as you say, cranking up again for the right reasons to realise it's latent value.

Maybe they had been planned - to coincide with the start of the mining at the two sites where licences have been expected to also have enabled production before Dec18.

I had understood that SAV were wanting movement towards agreement and the necessary licences before committing any further major expenditure or effort.

I see that there is still talk of the hub and spoke development. I am taking heart that the works are looking to develop a further two spokes. Previous areas of high interest have proved up nicely.

Is this a sign the dam at PAM is set to break?