Member Info for jam2morrow

Yes, I'm looking to add, I don't know what the prob is here......tin not 'sexy' enough ?
Did wonder about the smelting being done in Thailand - does that compromise the profits ?
Probably not that much if we're selling into far East ?.....just looking for reasons

75% or more of the scheme shares present and voting.....to paraphrase......and we did go thru this last Sunday.
My question is whether Ganfengs 28.8% holding is included or excluded in this total
Obviously if it is excluded it makes it a darn site harder for them to get it voted thru
As JohnPwh points out .....if u look thru the appendix to the May 6th RNS we have:
(excluded shares) any Bacanora Shares beneficially owned by Ganfeng or any parent or subsidiary undertaking (as defined in the Companies Act) of Ganfeng and (ii) any Bacanora Shares held in treasury by Bacanora
So it would seem that their shares DO NOT count in the vote..........but......
This is in the appendix and ''excluded shares '' is not mentioned anywhere in the actual RNS text that i can see
I think this is hard for them to get through unless they have all the iis on board
Which is why i think they may come back with a better offer when it goes formal
Just my thoughts :0)

What am I missing here? Producing junior miner with commodity at top of price cycle, finance to expand.....why the drift ?
These are low volumes and i can see all the 37 trades here today on standard LSE; but if i add up the reds and the blues then they bear no resemblance to the recorded totals.........so what are LSE adding up? .......doesn't matter, but must be a reason

Big trades going thru 1.3M - 12.30pm ......getting busy.....
@connexion,i was with share centre too, think ii are ok, but costs suit regular traders rather than buy and keepers
Business account doesn't sound good

Remember to register for remote access to the AGM
Remember, also, that any questions u wish to ask need to be submitted before 2pm next Monday - u would hope that enough people ask the same question then it would be answered ......

No starter motor or alternator but its the circuitry boards. EV's will increasingly become computers on wheels........but .......although there is Tin present , tungsten is 'probably' the larger resource at Redmoor.
Nickel is a sought after EV metal - apparently there was nickel sulphide at the Hans camp prospects ......haven't heard a lot about that recently tho :o(

Tin for anything electrical - main component of solder
Tungsten, not in EV's. Mainly for cutting machining because of hardness
Tin should be flying but i bought into Afritin 3mths ago, which is producing, and i'm down 20%. :o(

The RK finance deal no use/too expensive for Ganfeng ? The timing of this ZNWD deal as well, lots going on behind the scenes

Thx @Ariel - I see it, pleased they've held a chunk

Hopefully they will/can? talk about their HE1 holding tomorrow. All i have at the mo is that they've sold down under 3%.
Is there a link to the 9.5M @cperkin ? Thanks in advance

@Dee - if he can take , even a small piece , of your attention away from the good work you are doing, then he's been successful? He's just a sideshow - sideshow Bob ?
Keep the big picture in mind, this will be a long game. GL

Ahhh !... legalese..... not my first language

Thanks John, looks good.
Noted that Tomcat thinks ok - KDNC poster i think - not much gets past those guys !
Cheers

I did try and research if Ganfeng needed 75% including their 28.8% or excluding their shares. Couldn't find anything definitive and i assume there could be variations with different schemes? Are you sure that Ganfengs shares are excluded?
Seems to be fairly easy for me to be able to vote thru ii - just click a couple of preferences- hope this is the case with other brokers.
Can't see Hanwa voting for this, well below their buy in price and wouldn't be surprised if a formal offer came in higher

I wasn't keen about the initial tie-up with Ganfeng, particularly when the deal with NextView (chinese) had fallen down. The fact is tho' that BCN was looking for a partner/investor for a long time. The only ones who were prepared to invest in the future were Ganfeng. Of course they had the backing of their govt but i think its more a weakness of Western capitalism that China has been able to exploit. Didn't help with Trump in the US, that has held them back.
Doesn't explain why the BCN board want to let it go for a song at this stage tho'

https://en.wikipedia.org/wiki/Solar_power_in_Mexico
wouldn't be surprised if they did utilise solar to some extent. Water of course will be an issue, its a desert ,i think they're underway drilling well bore-holes (don't be shy with the mundane RNSs Peter !) Not such a big problem as the brine producers have, of course, where water accessibility is a major factor

vid to try and understand Elons MO, bit dated now, but still useful:https://www.bing.com/videos/search?q=extracting+lithium+fom+clay+using+saline+process&docid=608001669387332480&mid=064EFBD3C730E0483430064EFBD3C730E0483430&view=detail&FORM=VIRE

creeping take-overs happen, yes, but to be invited and recommended like this ? no ,i don't think so. The common sense RNS would be something like:
'Our JV partners Ganfeng Lithium have made a preliminary bid for the company at 67.5p. This is a 20% premium on the current share price but we feel it does not represent the true value of the resource, a value that has been depressed with the recent over-supply of spodumene from Australia. That oversupply has now worked its way through and Li2CO3 prices have now recovered to value our resource at the published NPVs. We therefore cannot recommend Ganfengs valuation to our shareholders.
This just isn't right; everyone knows it, so why are they doing it ?
Interesting to see D Lenigas getting involved
A few KDNC guys posting ...... how does this play out for u guys ? I can't see Ganfeng doing u any favours

Yes, interesting listen. I didn't realise that the £1.30 takeover clause had been ''disappeared'' , maybe somebody could question that at the AGM - I mean its not a question about the takeover :((

I hope they've got all their materials on site. Don't know what its like in Tanzania, but getting hold of cement(or any building mats) in the uk is a bit of a nightmare at the mo'. Don't do it fast - do it right :0)