Member Info for jimb2

Soaring and surging @observer842

Just my view but with European car plants going offline for several months the manufacturers must be bringing plans forward to make the switch, for those who hadn't taken the transition seriously now is a closing window to secure supplies in already tight supply chain,

Any significance that the processing plant is shown in the image as being in Fleur 1, the tailings is Fleur, Fleur 1 and El Sauz and as we already know the planned initial 20 years La Ventana and Fleur (year 5 or 6)

https://file.ejatlas.org/img/Conflict/5586/Mapa_Sonora_Lithium.jpeg

Should in the very unlikley event Ganfeng not change their plans.

@Legalease,

thought provoking, that sum invested and leaving Ioneer to operate the project - agree though exciting times let's see what happens when Ganfeng get the approval - very soon after I'm hoping we get the offer -

https://www.ioneer.com/

THURSDAY, 16 September 2021 – ioneer Ltd (“ioneer” or the “Company”) (ASX: INR)
is pleased to announce that the Company has reached an agreement to establish a joint venture (the “Joint Venture”) with Sibanye Stillwater Limited (“Sibanye-Stillwater”) to develop the flagship Rhyolite Ridge Lithium-Boron Project located in Nevada, USA (the “Project”). Under the terms of the agreement, Sibanye-Stillwater will contribute US$490 million for a 50% interest in the Joint Venture, with ioneer to maintain a 50% interest and retain operatorship.

I wonder how Bacanora would appeal now had Ganfeng not made the move, that's why I'm glad to have the JV's with news like this!

Right time right place!

70p in mid-november seems achievable with the current interest - IMVHO

Agree Barsky1, a strong contender but with the trail that's available through his social media I could pin point him within a hour if I had the reason enough to, as I don't it will just come to me naturally over the next week or two.

Someone posted very good advice once I think this on BB if I recall - something like:

when you are sitting behind your keyboard just imagine you wife, husband, son or daughter is looking over your shoulder as you type - that way if in the future what you type becomes known to them you should have nothing to be ashamed of.

Infact that's why I use the filter the temptation to stoop to their levels - imagine someone finding out you have for years abused and insulted people and perhaps used fear tacticts all under multiple ID's - and why?

I'm wondering where to start,

Near Lode Heath not far from Yardley - Yardley about half way between Ward End and Lode Heath - I wonder if maddog38 uses The Lyndon Arms - Just not many pubs in that area not like in my day when the Swan was popular, then I'm wondering if maybe The Clumsy Swan might be more to his liking or The William Tyler or maybe maddog38 is more of a social club drinker I suppose I could always ask.

I must remember not to ask for champers, I would hate to give my identity away.

I don't think he attended a 'grammar' school

possibly worked in telecoms as if my memory servers me right so did mrcautious - friendly name 'The Baud'

Looks like a connection perhaps with JLR Solihull?

Thanks EV_Bull, he was one of the first on my filter list and looking at his facebook Avatar gives me total confidence in my judge of character.

Lode Heath school, not a patch on St Peters - Ward End born possibly.

Got it @observer842,

for some reason it hadn't updated in my browser - 6.5% - 10% Hydrate and 2.6% - 13.8% Carbonate WOW -- I'll be honest my 11% was for Hydrate China, Japan & Korea so I got it wrong 6.5% not 11% - I should have gone for Domestic China 10% - all still impressive over one week!

@observer842 -

Is is good news @observer843. 20.5 is half 41 which is the rate of yearly growth in Moores law?

I'm probably thinking too deep!

@EV_Bull,

one to add that is a near clone of jumpingjack01 -

https://www.lse.co.uk/profiles/ivegotthehump/

A few dormant accounts I have noted in the past, I think they are reserved for when we go above 50p - so I'll wait until they are desperate enough to become active - fly squatters on the ready!

EV_Bull,

you know regardless of all the great arguments you present those who only 'appear' to see the glass half empty might have an ulterior motive, well that's my conclusion and I'm being far more selective on the Filter - as a lth seven years of pain is coming to an end over the coming weeks - Energy and Transport disruption our projects EMH, HAS, Sonora (Ganfeng JV to be!), MMS and as a bonus Amapa

____________ is in the right place at the right time to support this transition.”

Who knows Australia with our neigbours Core and Ganfeng might just get some interest - any day we could see a cash offer $30m+ for just one of our projects - imagine reports - Cadence minerals is pleased to announce our JV partner Ganfeng has started construction in Sonora of the ____ t/year lithium ___ plant, Cadence's 30% will be mined in year___

Or more likely Cadence is pleased to announce 'the offer'

Mexico state 51% stake in new concessions but the US are looking to tax minerals from federal land

https://www.reuters.com/article/usa-mining-royalties/u-s-miners-decry-mineral-royalty-plan-floated-in-congress-idUSKBN2GC1LZ?edition-redirect=uk

The has resonated with me since last night from the HAS post, you can sense the confidence that we are heading into a period of sustaind growth in the EV and battery space as well as renewable energy:

“The acceleration in decarbonisation globally in the past 12 months has placed an increasing impetus on the Yangibana Project to play a vital part in the transition to a cleaner energy mix, a message we are hearing loud and clear from our offtake partners in Europe and Asia. Yangibana is in the right place at the right time to support this transition.”

Espcially when you look at their customers and the main suuply will be for magnets:

NdPr Oxide
US$/kg 91.9
up 44% in 2021

Presentation 2nd August 2021:

https://www.investi.com.au/api/announcements/has/9805915c-d67.pdf

I would imagine the supply agreements are not concluded footnote slide 13:

Ongoing discussions with Schaeffler wrt developing a European magnet supply chain

Slide 15 is interesting also.

Pick up the phone to Schaeffler Kiran,

2016 - OMG ;-)

2018 Peter Secker showing the 20 year pit plan covering la Ventana (100% BCN) and Fleur with details of REM's cut about and suggets year five or six years in:

So the 20 year pit 84% BCN - KDNC 30% of 16% of the remaining pit 4.8% - he made a couple of minor quick calcs in the presentation.

https://youtu.be/e3yTED79Dhg?t=1338

That may now come much sooner as EV_Bull has suggested and is also my expectation with a probable offer!

COP26 - 2021 catastrophic climate events globally - droughts - storms/floods
COVID - peoples attitudes are changing on multiple facets - home deliveries parcel vans - need to be EV
Chip crisis - ICE vehicle production is being hit - EV sales are doubling over ICE - will production of ICE recover (IMVHO No)
Many automakers prior to COVID had plans to switch to EV by 2025 - this will likley be brought forward (IMVHO)

Price Parity EV with ICE but longer life EV's now looking at more than 1.2Mkm, greatly reduced service, range anxiety not really an issue to 90% of drivers and now LFP batteries with 300m + to 600 +

S- curve adoption - cheaper and better!

If you have 11 minutes to spare, LFP

https://youtu.be/TgIcP_oC6GM

The US have been busy in Asia with John Kerry preparing for COP26 - a diplomat at work with a mission and full backing of Joe Biden.

So sticking with my 70 by mid- November - 16th (seems popular on this BB)

Swat
.

Check all four charts - put your mouse pointer on January 2021

;-)

It's no surprise Ganfeng were eager, imagine the forecasting they have at their disposal, they have visibilty for many years in advance - I wasn't joking when I posted the Morgan stanley analysts must be ex Kodak!

I think the four charts give a clue:

https://www.fastmarkets.com/commodities/industrial-minerals/lithium-price-spotlight

J's

It doesn't look like we will see them go into reverse with the level of news and the progress in the battery tech now looking not only at least three years ahead but in production models now.