Member Info for Kaeren

Https://erma.eu/diversifying-the-rare-earth-value-chain-for-europes-green-transition/

Blubay , BNL had the IACX MSA lined up before Voyager was announced as non commercial. That makes sense as there must he a lead time , leaving processing plants sitting idle must be costly. It looks like they take a monthly fee & often sell the Helium , taking a cut. Considering Galactica is supposed to be producing in H1 , then an announcement re processing plant must be imminent . There are three options , purchase new ( extortionate) lease , or buy 2nd hand ( like Hex).

All three options take time. I'm not invested here but watch all Helium plays .

I see no issue with time re ML, but would be asking the company about a processing plant . They must know by now exactly what they intend doing. I may have missed them talking about this as I don't listen to all presentations. GlA .

https://iacx.com/helium-projects/

Thanks Pete.

Morning all , does anyone know what the average lead time is for a membrane? Tried to research, drew a blank, as so many different types out there & have no idea what it is exactly we are purchasing or from what source. Appears to be a relatively new methodology for helium, a lots of 'white 'papers evaluating it.

Wonder why that was deleted , pathetic .

Both imo.

Hands up, who asked about a company in East Africa ? Naughty.

Said very confident of 4mm per well.

Said 6 to 8 wells more therefore 44 mill when at full production , acquiring more average at Rudyard , boots on the ground there now sorting it.

Primary goal is 3 wells first , once cash starts flowing then other wels .

1 well covers 640 acres.

Plant almost done , membrane and compresser on on order & delivery will determine start date.

Still target for end of summer could be early fall.

No off takes in place yet but that is because want best price & ... phone cut out several times.

Thx for responses , not invested here , only posted as frustrated at yet another skeleton emerging from closet and concerned both NCYT & ODX . Whilst appreciating diff mgt & products CNSL is not somewhere with the risk v reward criteria that would spark my interest, but GL to those who hold & profit by swings in price and trading.

Look at it another way , if you had reached x3, x4, or x5 initial stake , wouldn't you sell some, or even go for a free ride ? I'm just surprised they didn't do it all much earlier.

Doubt we'll see a Tr1 Orano corporate LlC pre IPO raised approximately £850k sell8ng shares at 5p to high net worth individuals. Could have been 5 , could have been 20. That equates to over 17mm shares. Note Orano employed to do the bookkeeping. Look them up , see what they do, all day everyday.

It is staggering , incompetence on steroids and imo a high level of deceit by senior mgt. All 3 disputes were known to senior mgt , whilst they pumped beyond belief, buying shares to obtain huge LTIP awards.

It's like the never ending closet.

https://www.branduk.net/tag/omg/

Novacyt (NCYT) is closing its loss-making IT-IS International, which was acquired to produce Covid tests. This should add £1m to annual EBITDA. The restructuring charge will be £700,000. The IP infringement dispute with Roche Diagnostics will continue

Anyone got more details on this. I had heard about Roche supposedly copying out ' magic mushrooms ' years ago , but can't remember details ! Ffs

What is disappointing is that neither NCYT or CNSL make clear to shareholders what happened and who is responsible. I find that unacceptable when we invest in both or either company

What is disappointing is that neither NCYT or CNSL make clear to shareholders what happened and who is responsible. I find that unacceptable when we invest in both or either company.

16.28 Or evidence is such that it is indefensible .

As ever, how the hell do we know.

They've known for years though !!!!!!!!

Yes, some positive news would definitely be appreciated.

.. Domestic supply chain security.

Https://www.linkedin.com/posts/advanced-research-projects-agency-energy-arpa-e-_arpae25-activity-7307727664503541761-fExW?utm_source=share&utm_medium=member_android&rcm=ACoAACRlGPEBRcYPoIeO0R6FBhm6u3EW6WI9XEE

Not govt guaranteed loans , look into it, not here to spoon feed . I quantified IF UK rollout goes ahead.

In the past GDR had no alternative option to raise cash , placing was key to survival.

Scottish rollout achieved. If rhe UK chooses to do the same then it is a game changer.

The company would not need to place , a commercial.loan would be available and even a govt guaranteed loan . Talk of placings dominate this board and right now are premature.

Finally GDR is making excellent In roads with its products and 2025 is a pivotal year. Place your bets , huge news incoming re UK rollout. Imo