Member Info for jimb2

Biden pushes for EVs to make up half of U.S. auto sales by 2030
https://www.cnbc.com/amp/2021/08/05/biden-pushes-for-evs-to-make-up-40percent-or-more-of-us-auto-sales-by-2030.html

EV_Bull

you've won a coconut for picking three out of three from my Filter list!

maybe too many depending on AMAPA to land first and not seeing short term potential elsewhere, my last post showed a string of RNS releases concerning Sonora and Ganfeng - my expectation is they will make a move for our JV before beginning the plant construction and I doubt Bacanora are privy to what will be the final mine and processing plant:

28th May 2020

Whilst some weeks of engineering were lost, completion of the flow sheet engineering is still scheduled for Q3 2020 after which Ganfeng will provide Bacanora with an Engineering, Procurement and Construction ("EPC") style engineering proposal to produce downstream battery grade lithium products from Sonora.

1st February 2021:

Ganfeng is continuing to integrate its flow sheet for the production of battery grade lithium into the final engineering design and remains on schedule to deliver its final engineering packages to Bacanora during H1 2021. Ganfeng continues to work with its equipment suppliers to determine equipment delivery times to align with a target of first production in 2023

Followed by:

6th May 2021
The Bacanora Independent Directors and Ganfeng International Trading (Shanghai) Limited ("Ganfeng") are pleased to announce that Bacanora Lithium PLC ("Bacanora") and Ganfeng have entered into an agreement dated 6 May 2021 (the "Offer Agreement") regarding the terms of a possible cash offer by Ganfeng for the entire issued and to be issued share capital of

Ganfeng have played a blinder, has BCN seen the final engineering design?
Projects in NA not going to plan could leave a big supply shortage, Sonora ground work has started and the BCN corporate presentation shows Sonora production costs less than SA brines and Mexico having several car plants!

either order will do me - AMAPA. Sonora, Cinovec or Yangibana.

When we look back!

https://www.lse.co.uk/rns/BCN/sonora-lithium-project-and-covid-19-update-3bw4ghxa4twgp3k.html
28th May 2020

As a result of the return to work in China in late April 2020, the Ganfeng lithium test plant and project team resumed work on the Sonora flow sheet optimisation and process engineering. Whilst some weeks of engineering were lost, completion of the flow sheet engineering is still scheduled for Q3 2020 after which Ganfeng will provide Bacanora with an Engineering, Procurement and Construction ("EPC") style engineering proposal to produce downstream battery grade lithium products from Sonora. This timetable remains under regular review but is now scheduled for end of Q4 2020, subject to Ganfeng receiving all required equipment and engineering proposals from its equipment suppliers.

https://www.lse.co.uk/rns/BCN/ganfeng-signs-new-joint-venture-agreement-faxf646pdcaxbin.html
Mon, 1st Feb 2021 16:20

Ganfeng is continuing to integrate its flow sheet for the production of battery grade lithium into the final engineering design and remains on schedule to deliver its final engineering packages to Bacanora during H1 2021. Ganfeng continues to work with its equipment suppliers to determine equipment delivery times to align with a target of first production in 2023. Bacanora therefore remains on schedule to commence initial site works at Sonora in 2021, subject to completion of financing, which would enable commencement of production at the plant in 2023.

https://www.lse.co.uk/rns/BCN/further-investment-by-ganfeng-cqbwqziae66pvgo.html
5 February 2021

Bacanora Lithium plc
("Bacanora" or the "Company")
Further Ganfeng investment
Bacanora Lithium plc (AIM: BCN), a lithium development company, announces that the Board of directors of its cornerstone investor and offtake partner, Ganfeng Lithium Co., Ltd ("Ganfeng"), has today approved a board resolution to exercise its pre-emptive right and to increase its holding in the Company. Ganfeng will subscribe for a total of 53,333,333 new Ordinary Shares at the Placing Price of 45p per share, representing gross proceeds of approximately US$31 million. Completion of this investment from Ganfeng is conditional upon obtaining certain approvals and consents from authorities in the People's Republic of China. On Completion of their investment, the Company will have 384,144,901 shares in issue and Ganfeng will have an ownership level of 28.88%.

https://www.lse.co.uk/rns/BCN/possible-offer-for-bacanora-lithium-plc-z4oolw6k195e3ng.html
Thu, 6th May 2021 12:19

RNS Number : 8114X
Bacanora Lithium PLC
06 May 2021
The Bacanora Independent Directors and Ganfeng International Trading (Shanghai) Limited ("Ganfeng") are pleased to announce that Bacanora Lithium PLC ("Bacanora") and Ganfeng have entered into an agreement dated 6 May 2021 (the "Offer Agreement") regarding the terms of a possible cash offer by Ganfeng for the entire issued and to be issued share capital of

https://www.mining.com/web/piedmont-delays-timeline-to-supply-lithium-to-tesla/

https://news.sky.com/story/rapid-uk-electric-car-sales-threatened-with-brakes-by-global-lithium-shortage-12370843

Sonora must be looking attractive to NA companies!

https://www.mining.com/web/piedmont-delays-timeline-to-supply-lithium-to-tesla/

Evan3020,

A little concerning you seem to be repeating yourself,

Evan3020
Posted in: KDNC
Posts: 1,365
Price: 28.25
No Opinion
RE: 27% 01 Aug 2021 11:40
I am currently waiting on THE RNS from KDNC, EUA and COPL.
All I do is wait.

Evan3020
Posted in: KDNC
Posts: 1,365
Price: 29.25
No Opinion
RE: some people 29 Jul 2021 13:57
I also have 210k shares and I am already 100% up.
But I expect to make £100k on the day or days after signing so cheer up.
I can wait for that.
I an also waiting for EUA and COPL, which one happens first?.

If I recall they are supplying historic customers familiasr with the ore and so perhaps there's a reason yet to unfold?

Over 100Km from Bacanora but just another severe flooding event that's occurring across the globe.

https://www.youtube.com/watch?v=S7sjXt3BySg

Same here, just another 5,000 yesterday at 29.5p but to be honest have added 55,000 since being at my proposed max, now I must stop letting mrlithium/ROS/Yune...... wind me up with his bottle of champagne post and £10,000 short at 18p - doh! (I hope)

MerMillions,

that's not very productive, find something better to do and check later:

Oil-based paint - dry to the touch in 6–8 hours and ready to recoat in 24 hours.
Latex paint - dry to the touch in about 1 hour, and you can safely recoat in 4 hours.

Hope this helps,

Jimb2

Just noticed this was posted on EMH under Jadar heading yesterday, good news showing how momentum is picking up

significant moment for the lithium industry - Simon Moores

https://www.greencarcongress.com/2021/07/20210728-jadar.html

Any idea why we didn't get an update on the HAS announcement in May?

ASX Announcement
05 May 2021
Yangibana Project updated Measured
and Indicated Mineral Resource tonnes up
by 54%, TREO oxides up 32%

looking back I did post this:

jimb2

Posts: 4,224

Price: 25.50

No Opinion

RE: HAS Yangibana news 5 May '21
“Today’s significant Mineral Resource increase is a major milestone in Hastings’ journey to complete the
debt financing for Yangibana ahead of a start of construction by the middle of this year. We continue to
build on our fundamentals so as to achieve long term value for shareholders”

!

#####

I thought they were obliged by AIM rules to do so, just I was hopeful on the back of today's HAS news a RNS would be issued.

EV_Bull,

he's one of the first few on my Filter list - number 74, 62,53, 44,43,36,33,27,26,25, 17, 8, and 1

although I might have missed a couple.

Evan3020,

I hope we get a quality RNS on HAS not a rushed one to tick the box for AIM's rules.

There's very few who seem to fully understand Yangibana's potential - @observer842 are you up to drafting a RNS ;-)

Read the three short paragraphs from the HAS RNS from 'Today’s announcement means' page 2

https://www.investi.com.au/api/announcements/has/01aac881-001.pdf

A wind turbine is on average 70% steel and a 2MW wind turbine contains 360kg of Neodymium and 60kg of Dysprosium

COP26 in November:

https://gwec.net/global-wind-report-2021/

the report shows that the current rate of wind power deployment will not be enough to achieve carbon neutrality by the middle of this century, and urgent action must be taken by policymakers now to scale up wind power at the necessary pace.

Well done all lth's for sticking with battery metals and rare earths, we are now entering the exciting phase where the transition to cleaner energy and transport is underway globally at significant pace and will be transformational for KDNC alongside Amapa - could KDNC become the jewel in the crown of AIM companies?

I hope that HAS RNS reflects on the global focus on rare earths supply!

J curves on the horizon,

I've been expecting this RNS, take a look at the presentaion and in particular slide 17 - two confidential off takers with three named, the confidentila ones don't show the tonnage!

https://www.investi.com.au/api/announcements/has/d42ae66f-adc.pdf

plenty of really good information on the grade of the project - World class!

Someone can't help themselves from revealing their true identity that's blatantly obvious mrlithium,