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Echo IB’s comments. Well said.

It’s a switch off and wait for Election. Market obviously senses some stalemate on the political front until March and is taking full advantage. But that presents opportunity for an interested party ( possibly) All very disappointing for the moment but let’s see what the Co has to say next. The probable major lift off wasn’t maybe due until the Jorc upgrade in April. Gives a lot more time to sift through those possible partners as I guess most will want to wait until after the election. Unless of course you’re hugely cash rich having scoped billions in dividends and want to take a gamble.

Will be interesting to see if any holdings notification’s turn up in the coming days

Worth a read

https://finance.yahoo.com/news/mining-tycoons-turn-heat-australian-050608773.html

Both Liontown and Axure have involved Barrenjoey

Https://www.theaustralian.com.au/business/dataroom/azure-confirms-901m-sqm-bid-barrenjoey-on-board/news-story/26f5ef9a69f7deb8e48a82e27a6970f5

That’s before Gina stuck her Ore in :)

This is them,

https://www.afr.com/chanticleer/barrenjoey-capital-s-10b-war-chest-20200921-p55xs0

Very interesting to see where this is going to take us.

All seems to be developing and moving on nicely. What do you make of the Aussie connection IB ? Given recent developments there.

Https://www.reuters.com/markets/commodities/lithium-producers-stay-bullish-evs-despite-growing-headwinds-2023-11-02/

SCP are in Toronto

Now is there connection?

https://www.reuters.com/business/autos-transportation/canadian-pension-fund-invests-400-mln-swedish-battery-maker-northvolt-2023-06-20/

Northvolt / Galp must be obvious contenders allegedly

From SCP’s LinkedIn. They also go on to listed their advisement on M&A and together with capital raising.

With one of the broadest and most experienced investment teams covering the mining industry, we are a trusted partner to corporate and institutional clients as they engage in financings and M&A transactions. Our enviable relationships, specialized knowledge in the small to mid-sized mining space, and ready access to capital makes us stand apart.

And was that an 850k buy at the end ?

Wouldn’t be surprised to see more soon IB. No accompanying waffle to that appointment. Just to the point. Often such announcements include a brief outline of the brokers qualities / strengths etc and a look forward to etc etc. For SAV they kept it to the bare minimum.

What were we saying about independent broker write up :). By the way signed up to Savannah’s investor communications on their website and had email with same RNS details pop in the inbox at 0713. Good that it works.

I’m greatly encouraged that eventually there is the possibility that on the back of such publicity and attention by the likes of GR and Co, our Continent will also benefit. Nor necessarily by these individuals but by the wider mining community or private equity groups. Time will tell.

When I said rich people

https://www.smh.com.au/business/companies/red-dirt-billionaires-in-race-for-white-gold-20230926-p5e7ln.html

Yes I had seen GR’s Vulcan involvement but tried to hold back on over-egging :) that kind of speculation. It interesting though to keep an eye on her path to building a substantial portfolio of lithium interests along with that newly formed Co Hanrine Future Metals. Also that a Chilean Co is trying to circumvent its State’s intentions by buying overseas in Axure.

Yes I had seen GR’s Vulcan involvement but tried to hold back on over-egging :) that kind of speculation. It interesting though to keep an eye on her path to building a substantial portfolio of lithium interests along with that newly formed Co Hanrine Future Metals.

Imo however nice it is to see an independent note, we need the Portuguese Government to decide the project is too important to fail and sign up to compulsory purchase of the land. I think there will be a hard core of land owners will continue to tell SAV to foxtrot Oscar. Next we need someone to put up the money in the form of partnership, JV. They have offered up that some news on this by Christmas. It’s all gone quiet on the Aethel front but any offer would need to be high end as a very tightly held 25% would thwart a cheeky offer. It is interesting so see GR’s raid into Aussie Peers, despite the current lower commodity price. A longer term approach is being taken by some very wealthy people along with international mining Cos. I don’t see GR heading into Europe but as the Co said they’ve got 60 interested parties. An increase to the levels of a revised Jorc as you suggest, would be the icing on the cake. Chicken and egg syndrome, which of any of the above with be flushed out first