Member Info for Inbrackets

The P Gov were due to put out tranches of land for auction in June, were they not? Not long to go if that was the case. Would it not be a good time to confirm the licences that had already been applied for, to show that they are keen on building up the nascent industry. Auction prices may put some sort of value on our existing assets at the same time. Reminds me of the time of bumper prices Gordon brown got for 3G mobile when he auctioned it off. Can but hope.

Bit more in the piggy bank with the warrants taken up. Are we to expect any updated presentation prior to the Benchmark event on Friday?

Addicknt, too true, but that project is at a very different stage in its development and will have different financials to its current main project. Appreciate that they may be able to plug into the eu supply chain with this asset but not sure that we can compare the Mexican assets and then interchange with the German.

Am I going a bit potty? Or is there no accounting for taste. We have just had an excellent scoping study, ticking lots of boxes based on the current resource estimate. DA confirmed that drilling continues at a pace and will continue until finding resource dries up. A further resource upgrade Is imminent, presumably increasing as each day passes with its consequent increase in the overall numbers. Decisions, decisions As far as Bacanora goes, it may be further on and may have a larger resource (currently) and there may be arguable benefits for carbonate or hydroxide, but one thing is certain, SAV is in Portugal and any political support is likely to be skewed towards the eu's own,

Matt has spent Father's Day doing something for us all. Well worth more than one read and opens a view on where SAV is now and the future. http://icebergshares.blogspot.com/2018/06/savannah-resources-v-bacanora-lithium.html A must. Thank you

Yep. Empty boat syndrome and unloading costs in China likely to be less than Hamburg. Some strong commentary coming out of EU on this now to facilitate things. There will be a deal. The constituents parts are there, need, willingness and cash. With the potential for a massive increase in supply from SAVs different areas, they will be at the heart of it. They have applied for a further 9 licences it was said. Presume these will have been covering areas that were solely under our control rather than those areas that had a degree of uncertainty. No wonder DA said they had plenty to do and were not really looking at further projects (currently) in the recent interview.

Sounds good be it x3, x9, x18 or 30. Linking the comparable history of other similar companies' share price is an often used tool, so it's a must to forge the links as much as possible, mirroring or improving on the benchmarking points so that investors question why the future would be different. If the local investors don't believe, it will be depend on overseas investors being available and willing to back their previous experience. I noted the China/Hamburg pricing options. All helps to concentrate the minds. Not sure that the extra cost CIF Hamburg v CIF China will be that great despite the distances. It does help to highlight that the company has options available and needs to be commercial.

Guilty. I enjoy rugby and therefore seem to see many tweets all about the 'Cots'. We nipped down to Cardiff last night to see the Stones concert and stayed a few miles from Caldicot overnight, so couldn't resist dropping off a small selection of our local brews. Kirkby Lonsdale runs an extensive Mini, Youth and Colts so do think of us if you fancy a tour. A number of other clubs in the vicinity, and a local brewery that will do your Brains in. Cheers. Ps. I didn't tell your GymMeister that you had promised to pay for the beers for the rest of the year.

You need to organise stock transfer forms and do this before she actually sells them. It transfers the gain across to her and then makes use of her allowances. You can't sell them yourself and then claim her allowances, one of the principles of independent taxation. Check it out with you broker, they should be able to help, no doubt for a small fee. Good luck.

You can put more than 40k into pensions if you want to by looking at your contributions over the preceding 3 years. Look at your Pension Input Periods. Worthwhile factor will depend on your total earnings. If you run your earnings through your own company the total amounts can be the same and this can improve the numbers even more. Agree with the transfer to spouse if applicable followed by effectively a bed and ISA. Trawl through any crystallised losses that you have made over past 3 years (I think) and notify HMRC, which can then be offset against SAV gains. Pension wrappers good news but if you are still playing rugby, your timescales may be shorter term with lump sums of available capital being more of a target. Potted response.

May be an opportunity for another II or downstream corporate investor to become involved. Certainly would not be looking at any discount or sweetener warrants. Talking of which, existing warrant holders could exercise their options if the company needs a short term wallet fill.

No debt. Cash in bank (but being used). About 2m in warrants owned by core supportive shareholders at 6p (not that much dilution). Funding across the projects will not be a problem.

Another box well ticked, based on current resource and noted that the projected next estimate seems to have stretched from around 21mt towards 26mt at the top end. No doubt the calculators will be out in the institutions to look at the numbers with the benefit of the scoping study. With the first froth blown off by 8.30am, the cooler and longer term heads will be taking this over in the coming days and weeks, and with presentations, increase in resource, ML updates in Oman and Portugal, financial info, off takes etc etc to come this continues to be a firm hold.

CM, happy for you as I am for my own good fortune to have been here for some time, paddling canoes, twiddling thumbs, posting mindless rubbish (at least on my part) just waiting for the current good times. And now the talk has centred around the immediate trading level and the ups and downs, the woes of the mm's etc possibly because as yet, we remain none the wiser. As a couple of posts do say, the expectation needs the follow through. Good to see the likelihood of EU support in print. Hopefully their decision process is in place and not modelled on Omani bureaucracy.

We know that funding is / will be required to put all three projects into place. Moz can be discounted for the time being, however assuming the awaited ML, we shall need to provide for both Oman and Portugal. So, as has been said, a mixture of debt and equity likely. Must make for some gnashing of teeth and reworking of figures in the constituent parts, even more s if there were to be some intervention at governmental or EU level. Hopefully any dilution will be kept to a minimum but there should be no worry about it as it will unlock the further development of the wider and much larger projects in both Oman and Portugal. Happy days to come.

Always good to see a lift in price and no doubt the Midas article will have raised awareness and maybe forced a few hands. I seem to remember the article pointing to a material change and maybe there is no strict definition as to what this means, but to my mind whilst welcome, the past couple of days is early bird fluff. The information is still to land. Meanwhile I saw somewhere that the head of PAM is due to speak in London in early Nov. If we finally have the go ahead to get started in Oman, then he will have SAV as a good example to illustrate possibilities. If not, then he does at least have 5 months to think up a cogent reply to the inevitable questions that would be justifiably posed relating to delays. Still need to get to the meat.

The beers will be on you at the rugby club if you publicise your good fortune. For a bag of scratchings, I promise not to post anything on Caldicot website.

LVI, et al, and that is but for Baroso and no account of the other 6 or so other exploration licences applied for and likely reserves in Portugal, that make up the wider phase 1. Firm believer that we are still at the bottom of the stairs.

Gmcc, keep looking in and following from sidelines, no regrets, enjoy your profits.

Thanks to RemyW for the pearly bird reading of this and link. http://www.thisismoney.co.uk/money/investing/article-5824713/How-uranium-lithium-power-portfolio-thanks-mining-new-Costa-Cash.html Could have written this myself. Certainly helps to warm things up.