Member Info for kentan

Encouraging news of Ireland based Disseqt company, that I believe we have a direct stake in (not shared with SVV), to be selected by Ireland Enterprise for consideration by Global 500, as one of eight companies to present themselves for increased investment by a World's top Venture Capitalist.

They have a 7/1 chance of success if only one of these fledgling companies gets the vote and 3/1 if two are successful ... shorter odds if more ... but even if they weren't selected, they have given themselves a chance to attract further investment by others and puts them in the limelight.

Although it is nice to see progress from one or more of our investee companies (30 at the last count), but until they reach a substantial valuation and realisation for either takeover or flotation, they will not add to the daily MFAI share price.

The Tipranks AI analysis report is very balanced, outlining the pro's and con's of making investments in SAV. What has to be taken into account is that it is primarily a mining prospecting company and as such will not achieve full value until the mine is up and running with all the options of either selling it off as a going concern, licencing/take-off agreements to fund the ongoing project, raising funds by issuing rights issues and dilution of the increased share value of SAV at the time. All these options will be open to them, but the balance sways towards it being a worthwhile investment with the prospect of increased availability of lithium bearing spodumene, subject to getting local and Govt approval for the 2nd (and maybe 3rd?) easement, DFS, JORC & RECAPE procedures that will enhance shareholder value and confidence.

The £11 target is obviously a typo, so should read 11p., which is certainly achievable given all the anticipated positive information we have been expecting for the past 2 years as the BLP project develops.

I think this will bounce around the mid 0.5 levels, while the MM's lift the lid slightly to attract some buyers, keeping an unrealistic spread of over 20% to frighten buyers & sellers while there is a shortage of free stock to trade .... 0.59p will be the resistance level, before moving up on any exciting news, should they deem to announce any. Lots of traders fleeing from the more volatile stocks, looking for safer havens while the Iran conflict continues. ... some may consider MFAI with its limited downside. ...The one vital piece of information we need is what are those investments that are nearing their fulfilment to obtain realisations when floated off or taken over.

Continued ......

The lithium-bearing spodumene deposits in Northern Portugal, associated with aplite-pegmatite intrusions, are considered significant but their grade and ease of processing to battery-grade lithium vary depending on specific deposits.

Grade: These spodumene deposits are generally rich in lithium, but the exact grade can vary. Studies indicate that some of these pegmatites have economically interesting lithium concentrations, making them viable for exploration and potential mining.

Processing and Conversion: Processing spodumene to battery-grade lithium typically involves complex steps, including roasting and leaching. However, research related to Northern Portugal's spodumene ores shows promising developments in processing techniques. Some studies describe alternative methods to extract lithium directly from α-spodumene at lower temperatures and with less use of harsh chemicals, which could make the conversion process more efficient and environmentally friendly.

Challenges: While the deposits are promising, spodumene processing is generally more energy-intensive compared to other lithium sources like brines. The mineralogy and impurities in the ore can affect the ease of conversion to battery-grade lithium.

In summary, the lithium-bearing spodumene deposits in Northern Portugal are potentially high-grade and there is ongoing research to improve processing methods to convert them efficiently into battery-grade lithium. However, the overall ease of conversion depends on the specific mineralogical characteristics of each deposit and the processing technology applied.

Sorry it is so long, but it gives a promising insight into what we have in SAV's "BLP" prospective lithium bearing spodumene mine .... there must be many interested parties in the wings, waiting for the due diligence to be completed (ie. 2nd easement allocation, DFS, JORC and RECAPE) .... that will be when the fun begins and the clamour to get their hands on a profitable enterprise, with many years of production. The Portuguese will want to keep control, hence the reformation of the BOD, they will want top dollar ($) and full administration to get the true value of this "Gem" .... I live in hope that this will happen as planned, without any more hitches ... and as long term holders and supporters of SAV stock we will get real value once all the realisations come to fruition.

There is no clear evidence or widely recognized presence of an Archaean greenstone belt specifically in Portugal. The geological records and studies about Portugal mainly mention other types of formations, such as Hercynian granitic rocks and various Paleozoic schists, but not Archaean greenstone belts.

Greenstone belts are typically associated with very ancient Archean terrains, which are more commonly found in regions like Canada, Australia, and parts of Africa and South America. Portugal's geology does not prominently feature these Archean greenstone belts.

If you are interested in Archean greenstone belts, they are more characteristic of other continents rather than Portugal.

Sources:

The gold area of Jales (northern Portugal) - Neiva - 1990 - Terra Nova favicon The Paleoarchean Northern Mundo Novo Greenstone Belt, São ... favicon4. New land in the Archaean - Earth History favicon

Portuguese greenstone belt

archaean belt Portugal

Greenstone belt in Portugal

What are Portugal's most common rock formations?

Where can I find Archean greenstone belts?

What makes greenstone belts significant?

Are there any ancient rocks in Portugal?

What is the lithium bearing rock belt in Northern Portugal?

The lithium-bearing rock belt in Northern Portugal is mainly associated with aplite-pegmatite dykes and sills intruded in granitic rocks. One notable region for lithium mineralization is the Barroso–Alvão area, which is known for spodumene-rich pegmatites. These lithium-bearing pegmatites are critical exploration targets due to the growing demand for lithium in energy transition technologies.

This lithium mineralization is part of a broader geological setting involving granitic pegmatites, which are common hosts for lithium deposits in Northern Portugal. The lithium occurs primarily in spodumene and other lithium-bearing minerals within these pegmatitic bodies.

If you want more detailed geological or exploration data, studies and reports on the lithium potential in Northern Portugal focus on these aplite-pegmatite intrusions and their associated mineralization.

Sources:

(PDF) LITHIUM POTENTIALITIES IN NORTHERN PORTUGAL faviconCrystallization Sequence of the Spodumene-Rich Alijó Pegmatite ... faviconStream sediment analysis for Lithium (Li) exploration in the Douro ... favicon

lithium belt Portugal

Northern Portugal lithium

lithium rocks Portugal

What makes spodumene important for lithium?

Are there active lithium mines there?

How does this compare to other lithium regions?

What’s the economic potential of this belt?

Are these deposits of lithium bearing spodumene high grade and easy to convert to battery grade lithium?

The lithium-bearing spodumene deposits in Northern Portugal, associated with aplite-pegmatite intrusions, are considered significant but their grade and ease of processing to battery-grade lithium vary depending on specific deposits.

Grade: These spodumene deposits are generally rich in lithium .....

Again, no idea how much MFAI's exposure is ... how much did SVV plough into it? ... like trading in a foggy room.

Already over 2m shares traded(with some more large undisclosed deals to come) paying up to 5.30p by those not wishing to miss the boat. ... Expect the "Ask" to be stretched to 5.50p as demand grows and new ISA money comes into the market.

Now looking forward to plenty of promising news being drip fed by SAV's CEO in the run up to the disclosure of 2nd easement award, DFS, JORC and infrastructure updates.

SAV should get plenty of attention once the clamour to be involved in the mine construction and production phase begins later this year (all being well and going to plan). Will there then be cash calls to fund the BLP project ? ... Or will farm-out agreements be sought , with substantial upfront payments as part of the deals?... That is when the SP should really start to motor to reflect the true Mcap with a realistic SP in double figures(?).

..... (ran out of words) ....

ensure that mining can continue at pace without interruption, with all the backing and infrastructure that is required.

I think we are lucky that we are in the right company (SAV), at the right time to take advantage of the World situation, at the grass roots level that only continue upwards. The people of Portugal will reap the rewards.

A great legacy for our founder, the late David Archer!

Battery production in Portugal:

Portugal is currently establishing itself as a central hub for the European battery value chain, moving from a role as a lithium extractor to a large-scale manufacturer of lithium-ion cells and storage systems. As of early 2026, the sector is defined by massive "gigafactory" investments and the development of integrated supply chains.

Major Manufacturing Projects

CALB Gigafactory (Sines)

The Chinese battery giant CALB (China Aviation Lithium Battery) has launched a €2.07 billion lithium-ion battery plant in the Sines Industrial Zone.

Capacity: Planned for 15 GWh annually, enough for approximately 187,000 electric vehicles.

Status: Construction began in early 2025, with production expected to start in 2027/2028.

Impact: Expected to create 1,800 direct jobs and could represent more than 4% of Portugal’s GDP at full capacity.

Solar energy equipment supplier

Moura, Portugal:

A unique facility that simultaneously produces flexible photovoltaic panels and lithium batteries. It began production at the end of 2023 following a €5 million investment.

Castanheira do Ribatejo, Portugal:

Exide operates a major facility in Portugal that pairs lead-acid battery production with solar-backed energy storage systems, utilizing their own gel battery

The Lithium Supply Chain:

Portugal holds the largest lithium reserves in Europe (estimated at 60,000 tonnes), which is a major driver for these manufacturing investments.

Barroso Lithium Project: Managed by Savannah Resources, this is Europe's largest spodumene lithium project. It was designated a "Strategic Project" by the EU in 2025 and aims to start commercial production in 2027.

Refining and Materials: Local initiatives like Lift One are investing in lithium refineries (approx. €514 million), while companies like Topso are building factories for positive electrode active materials.

Industrial Market Data (2026):

Metric Value

Market Size €157.6 million

Annual Growth Rate 4.9%

Key Technologies Lithium-ion, Lead-acid, NiCad, NiMH

Strategic Status "National Interest Project" (PIN) for major sites like CALB

Battery Storage & Energy Integration:

Portugal is also a leader in "Giga-batteries" through pumped-storage hydroelectricity. The Tâmega Hydroelectric Complex provides nearly 900 MW of pumping capacity, serving as a massive energy storage safeguard for the national grid.

If that doesn't demonstrate that PORTUGAL is fast becoming the most important part of Europe's alternative energy production, sourcing Lithium and creating manufacturing prospects for many years to come that will continue to support their economy.

SAV is perfectly placed to receive the rewards of all these enterprises, with most being fast-tracked now that fossil fuels are in decline and world disruption is affecting their availability.

The case for those that were trying to forestall the inevitable at BLP is now dead in the water, the Portuguese Government have no choice other than to

"Resurrection Shuffle" .... https://www.youtube.com/watch?v=s51Fy8YBVLo

After the Easter break, SAV has suddenly come to life .... over 3m buy trades already this morning (probably with a few "black type" undisclosed to be posted up later) and the MM's playing games by dropping the "bid" to snare a few stop loss contracts (to get shares to sell higher for sizeable "asks" already on their books) and the influx of new ISA money to invest .... coupled with today's RNS by our CEO announcing an "Investor Presentation" which will be talking up the near term prospects (2nd easement approval, DFS & JORC) it is all starting to look very positive for Q2 ongoing.

How many shares have again been snapped up by the Portuguese to increase their stake? .... TR-1 RNS should be seen soon.

Getting excited .... bring out the bunting and flags!

Https://www.portugalresident.com/three-strategic-mineral-assets-of-portugal-copper-tungsten-and-lithium/

Looks like Portugal is sitting pretty with its strategic mineral deposits .... Tungsten is in greater demand for its use in weaponry now with the conflicts in Iran, Ukraine and other World flashpoints .... Copper is always in demand for its many industrial uses and world shortages maintain the price ... Lithium and other rare metals in its extraction (ie feldspar) are easily mined with little disruption to the ecology and appears plentiful to satisfy demand to maintain a premium price.

Portugal's economy, once one of the poorest in Europe, now looks to become one of the strongest, once the valuable mineral deposits can be realised. .... The Portuguese Govt. can now see a future that benefits all of its citizens and is eager to placate the objectors to achieve their goal.

It would benefit us greatly if MFAI could issue a similar update on their individual portfolio positions, investment in monetary terms and precise exposure to Sure Valley Ventures investments.

Without these figures, it is almost impossible to evaluate the true financial position of MFAI to decide whether to invest more into the Venture Capitalist company at the current SP with a large spread (25%) .... that's if the MM's would allow you to do so.

It would be nice to see the promising fledgling companies in their portfolios (both MFAI & SVV) begin to have substantial income to assist in expansion and grow exponentially .... the awards announced today are all very well, but they are not putting money on the table ... yet!

Being strangled by the MM's again today, resulting in a handful of Mickey Mouse trades, hoping to snare a few with stop-loss contracts, but hanging onto any shares they get their hands on, without selling any to would be investors in a limited free market.

Looks like there is major news about to be revealed before the Easter Weekend, so it may be a Good Friday for us who have not succumbed to their devious scheme. Could be a nice rise in the offing with news of a rerate of an investment in their portfolio ... could be Vizguard, it is in the right sector for AI related defence contracts and has been chosen, fending off substantial competition from its competitors.

Good spot IB.

Epiroc – whose name means ‘in the rock’ and which operates in the mining industry by supplying surface and underground drilling and mining equipment, transport and loading equipment, hydraulic accessories and drill steel – is another Swedish company that sees opportunities in Portugal.

With a presence in the country at its headquarters in Oeiras and in Aljustrel, where it has a service centre, the company works directly with the country’s largest mine, Somincor – Sociedade Mineira de Neves-Corvo, acquired by the Swedish firm Boliden in November 2024. It is also present at Almina Aljustrel and is part of the Linha Ruby project for the Porto Metro.

As explained by Ola Kinnander, media relations officer for the company, which currently employs 52 people in Portugal, Epiroc remains on the lookout for new business opportunities in the country. When asked whether the company would be interested in work on the Lisbon Metro, he was unequivocal: “We would always be interested.”

Currently involved in innovative projects, such as the creation of the largest autonomous mine in Australia through the conversion of Roy Hill, Epiroc has also been investing in electrification, with the development of batteries, and in automation. With its headquarters built atop an artificial mine, which operates from a shelter constructed in 1938, the company uses the 3.3-kilometre tunnel to test its drilling machines.

Regarding the conflict in the Middle East, Ola Kinnander acknowledges that “it is an important area where there are many business opportunities” and a region where the company wants to establish a presence and grow. However, in light of the war in Iran, for the time being, it will wait and see how things develop.

Epiroc must be in the running to be involved with SAV's "BLP" Barroso mine when its construction gets underway, also being involved in Australia, it ties in through SAVs heritage (the late David Archer started SAV there, under a previous name) and "Aussie" Dale Ferguson's mining connections.

Typo * ... ask not bid

MM's playing games again, they have dropped the bid to 0.4p, but kept the bid at 0.5p with a 25% spread ... I suspect this is to trigger "stop loss" contracts and enable them to acquire stock cheap, to trade later when the SP rises.

There are no fundamental reasons for today's market price, it is primarily scare tactics to frighten holders into selling.

The next few days could reveal the real reason ... a favourable RNS trading update, or similar.

Old news, this was reported by Reuters on here by me on 29th January 2026 .... although, repeating it can only maintain our confidence in SAV.

Hope to also see the Saudi's getting heavily involved in Portugal, now one of the safer places in Europe to invest, especially after the change of Government and previous corruption episodes were dealt with.

Plenty of buying on the drop today ... I wonder how many, delayed posting by MM's, *Unknown, black type trades we will see later for 1m plus deals? ... They are the ones being kept secret until the next TR-1 RNS which will probably show more Portuguese accumulation of shares.

Funny isn't it ?.... RNS TR-1 announcement of significant increase in shareholding by Portuguese on Friday, followed by today's project update news .... can't be a coincidence , can it? ... a bit leaky the way insiders take advantage. On the other hand, their confidence will hopefully give confidence to other big players to get involved.

Hopefully the news of wheels in motion, albeit with scaled back field studies that may have strengthened the JORC, shows the new energy to get the "BLP" moving at pace, with current world fossil fuels under pressure from the Iran conflict and increased demand for Lithium (pushing up the price), it can only benefit SAV and feed through to a higher SP target.