Member Info for Inbrackets

Its been a lithium play for a number of years now. Rightly or wrongly I stopped taking any interest due to what seemed to be some intermingling with REM and Lenigas. It was not necessarily a coordinated play from Bacanoras side though there seemed to be quite a lot of timely talk up when necessary. No doubt some will have profited but I prefer to support those that I feel have a good set of projects, the proven track record of delivery, and perhaps more than anything, what I feel are a strong set of ethics on a wide front. Doesn't answer your question, but it's a point of view.

Lots going on. Begs a question. Still no info from Oman. No real improvement in the sp to trigger any warrants and replenish the bank account. From past experience the book seems to be built over a weekend as people are brought inside and commit. One of these weekends it may happen. Personally would hope that we might have some uplifting news before such a weekend.

Storage? Looking at miners recovered profit levels (and next few years likely profits) this capex is but a drop. Bigger spend in SA on processing plant now that the politics is clearer perhaps.

That should be compulsory reading. Thanks for posting link.

That should be compulsory reading. Thanks for posting link.

'Quietly lurking' - so evocative. I used to read a story, repeatedly and endlessly, to my boys more than a few years ago, about Lucius the Pike. Quietly lurking brings back many happy memories, thanks.

HOltender, thanks. I can now rest easy and not feel obliged to plough through Iceberg's bedtime reading a second time, though to be fair, it was actually quite interesting.

Something nags at the back of the brain. I am sure that we were to expect some news on something before the end of Feb. It might have been in a presentation or interview. Foolishly I did did not note the details so am now just left with a ghost feeling. As with other things maybe it's been superseded and push a bit further down the track. If not, then there is not much of Feb left. Another long weekend, Muldoon?

must be one somewhere.

They also say that Internal Portugal suffering depopulation so may be a positive, quite aside from the political support towards the EV / battery industry as a strategic economic plus. Might be mentioned as a potential issue but any dose of reality would question its validity.

They also say that Internal Portugal suffering depopulation so may be a positive, quite aside from the political support towards the EV / battery industry as a strategic economic plus. Might be mentioned as a potential issue but any dose of reality would question its validity.

So, finnCap as well, Anymore for anymore? Quite liked their comment regarding the initial resource coming from Reservatorio but the main body of work has been on the 'large' Grandao area. If the initial was at approx 3m, it's going to be interesting to see what increase will be added over the coming weeks in Q1. And Initial scoping study around end April to start putting some numbers (what are they?) into the mix.

Staggers me that anyone is prepared to commit anything with his name attached

So, Beaufort (in house) and Jub Cap, so far. Would guess finCap (another in house)? Maybe another or two? I would quite like to see any notes generated by the externals if only to compare against my own thoughts. The more there are, the greater the chance of finding at least one to agree with.

So, not much change then other than a reflection in the sp target to allow for the dilution. They, like everyone else, are waiting for some numbers, of which, there are many promised or at least due.

So, what do you reckon? Looks like an agreed mid market price at 9.30am. But was it a buy, a sell, or even today?

See that Kenmare had good day today. It will be good to hear that RT has confirmed their further enhancements to the SA business now that power has been transferred fairly painlessly. Something to look out for

Al, that was their opening gambit when they took over and then there was quite a lot of discounting back and didn't even include one of them if the grey cell is having a good day and remembering correctly. As you say, we are still someway off their original target so any more optimistic numbers can only be based on all the solid detailed and declared numbers across all the projects. And therein lies some difficulty with no further numbers from Oman, no PFS or similar from Moz and a limited initial JORC in Portugal. I would venture that many can be very happy that all would seem to be heading along well, but at some stage, some hard facts and numbers are needed.

Just revisited the picture of the analysts visit and expanded it. Looks like a multitude of white sample bag deposits dotted all over the place, near and far. Testament to work done.

Saw that they had 'broken cover'. Interesting connections to Stone Drum and Merlin. MAyfair boutique and not a frock in sight.