Member Info for jimb2

I wonder where Hanwa will invest?

https://www.hanwa.co.jp/ms/data/pdf/ir/20190312en_3230.pdf

I wonder where Hanwa will invest?

https://www.hanwa.co.jp/ms/data/pdf/ir/20190312en_3230.pdf

I wonder where Hanwa will invest?

https://www.hanwa.co.jp/ms/data/pdf/ir/20190312en_3230.pdf

Great, I'm glad you understand and see why I haven't posted across the open BB's, I regard you as being of the highest integrity and having done so much balanced research to the benefit of many here and therefore went to the lengths to contact you.

What a great week we have had and at last, the Morgan Stanley figures being discredited by informed people, where would we be if the 2025 figures were forecasted a year ago for 1 million tonnes - 1.3 million tonnes?

All that remains now is to see how this pans out!

Hi Obs,

I just feel it would be irresponsible in view of the latest SP performance on BCN, yes I have shared it in another private BB, I don't believe sharing the source is the right thing to do as speculation is rife at the moment, of course, you are free to share as you wish.

I just have 50+ on my filter list that I wouldn't entertain with that info.

I hope you understand!

No, BCN is not interested in Tesla or the US:

https://youtu.be/UiG54wanC_8?t=1571

https://youtu.be/B6dlM1RavKI?t=150

Yes, a lot of big money raising going on according to Peter Secker.

Far point news, so for balance

I'm not sure if this link has been posted, Alix now Infinite

Be cautious, they didn't mention BCN being the company, Alix / Infinite also have concessions in Sonora, however, I do find it strange that Peter Secker has no intention of supplying the US and so another producer would have an ideal prospect.

http://www.infinitelithium.com/electra

They might well be selling up as they seem more interested in their Jackpot project in Ontario.

Of course, we cannot rule out BCN and our JV's

I'm not sure if this link has been posted, Alix now Infinite

Be cautious, they didn't mention BCN being the company, Alix / Infinite also have concessions in Sonora, however, I do find it strange that Peter Secker has no intention of supplying the US and so another producer would have an ideal prospect.

http://www.infinitelithium.com/electra

They might well be selling up as they seem more interested in their Jackpot project in Ontario.

Of course, we cannot rule out BCN and our JV's

Be cautious, they didn't mention BCN being the company, Alix / Infinite also have concessions in Sonora, however, I do find it strange that Peter Secker has no intention of supplying the US and so another producer would have an ideal prospect.

http://www.infinitelithium.com/electra

They might well be selling up as they seem more interested in their Jackpot project in Ontario.

Sorry to disrupt the board Tony S___

https://drive.google.com/file/d/1gS846yBRJj3gz73QWewa0OSNWLa43So2/view?usp=sharing

if you can acknowledge when you have downloaded

Now equipped with better technology and a new generation of products, Chinese car brands are regrouping to expand overseas by targeting Europe and a select group of major emerging markets.

http://www.autonewschina.com/en/article.asp?id=18780

MJFMSG,

I don't believe a potential investor would have been happy to go forward with funding with KDNC and Orr-Ewing having a large percentage, so now this out the way then hopefully things can proceed.

In fact, I wouldn't be surprised if we get BCN funding signed off in Q1 along with news on Zinwald and then news on the sale of the JV's

news, you are welcome to contact as per my last message,

great video thanks obs,

did you check my message on PL?

abd1991,

there are many experts who disagree with Morgan Stanley, China has plenty of concentrates but doesn't have the capacity to process in significant quantities, add to that that the market is demanding battery grade lithium and it's looking like that will be in tight supply.

Why not join the 207,000 viewers since 5th March of this expert panel, it's over an hour long!

https://www.facebook.com/thePDAC/videos/821204668227845/

Or just one minute to see Peter Secker as he mentions a shortage of battery grade lithium:

https://youtu.be/B6dlM1RavKI?t=223

please pm me @gmx.co.uk

BCN have no intention of selling to the US, has anyone wondered why is this so?

Plenty of room for another producer supplying the US from Sonora, after all, who needs to be planning 200 years plus production.

Oscar Gonzalez said company officials visited the lithium project in the state of Sonora, Mexico, although he could not recall the name of the Canadian miner he said was “trying to sell it.”

Would be the best result all round.

Oscar Gonzalez said company officials visited the lithium project in the state of Sonora, Mexico, although he could not recall the name of the Canadian miner he said was “trying to sell it.”

He said Southern Copper **had not made an offer** on the lithium project in Mexico but that “there’s also a Chinese company that’s interested. The Canadians will have to decide whom to accept.”

But still, there could be two companies independently producing from Sonora with BCN supplying Asia and another producer supplying the US.

So maybe KDNC were incentivised to reduce their holdings to help BCN negotiate their project funding and in return, an agreement to sell off some of the JV's

However, It may not be BCN in question (Alix / Infinite possible) with the Reuters article being so ambiguous.

Interesting times ahead.

A mystery solved?

Whenever asked about the US Peter Secker has avoided answering directly, always their market is Asia, China, Korea and Japan, is it possible all along Grupo Mexico has been the background with the intention of supplying the US?

Two mining projects from Sonora?