Member Info for kentan

This morning's flurry of coded small buys by MM's indicate they are short of stock to sell with a 14%+ spread not helping them accumulate shares to trade.

Could be a precursor for a spike in the SP with impending news of the long awaited DFS and the forthcoming 2nd easement terms agreed.

Underwritten by demand for Lithium and continued rise in Li prices, Q1 should be worth hanging in for, with minimal downside

Https://expresso.pt/economia/economia_energia/2025-12-03-savannah-dona-do-projeto-de-litio-de-boticas-quer-entrar-na-bolsa-de-lisboa-em-2026-d4cb3225

Has just been announced today

It would be good to know what our investment in "Mirror Security Ltd" is? .... What % does it actually represent to MFAI directly?.... What is our exposure to this fund in total, including our other investments via Sure Valley Ventures in % terms and actual value today?

It is hard to evaluate the true MCap of MFAI when the true position is not stated in announcements such as today.

What is comforting is that they are targeting "AI data security companies" in the forefront of cyber threatened internet exposure and protection contracts that appear very lucrative and sustainable.

Is the CEO just throwing some seeds to the chickens (us SAV investors) to keep them quiet with his VOX interview? ... It would not matter if spodumene prices tripled or quadrupled when we are not getting the feedstock out of the ground and the prospect of doing so remains on the moving distant horizon until firm news of something is finally sorted (DFS & additional land easement etc. finalised).

We want "Positive" news of what is happening and the urgency applied to the timeline, otherwise the SP will hover around the same price today and slump back into the doldrums,

Another question I ask, "Where did the 134,253,468 shares come from that are now in the hands of the 3rd Portuguese faction to give them a 5.22% stake"? ... we know Slipstream fell below the 3% notifiable threshold, without divesting themselves of any shares, when the share totals were recently increased, were Optimize Portugal Golden Opportunities Fund allocated theirs as a placing? ... Hopefully, all the Portuguese investors will now be wanting to get the "BLP" moving fast, without hitches, to be assured of a premium to their investments. ... Roll on Xmas & New Year!

Last week a Portuguese business delegation visited Saudi Arabia to speak with the Saudi's and promote investment in Portugal:

With a Portuguese business delegation visiting Saudi Arabia, the president of the Saudi Arabia-Portugal Business Council has told Lusa that the Saudi economy is booming, and this represents “opportunities for Portuguese companies”.

“Saudi businesspeople are very interested and want to find the right way to invest in Portugal,” said Alwalid Albaltan in Riyadh, where a two-day visit by the Minister of Economy and Territorial Cohesion, Manuel Castro Almeida, is underway.

So, with their oil revenues being diminished in the future, from lower demand by the switch to electric vehicles, the Saudis are keen to find alternative investments for their monumental wealth accumulated from fossil fuels.

Surely their attention must have been drawn to the prospect of investment in Lithium production in Portugal by the delegation, with it being one of the largest possibilites to mine and produce alternative energy resources.

We have Al Marjan (Omani investors) as a major shareholder, could we also see the Saudi's taking a stake in SAV? ... It would fit well with their alternative investment strategy.

Nothing significant in today's RNS regarding the reduction in their % shareholding, it is because of the increased number of shares that SAV now have in issue after the recent fund-raising and retail offer. Dale Ferguson and his Australian associates are still committed to the "BLP" in Portugal.

We can expect further RNS's to show that the other large investors are in the same position.

After the over-subscription for shares in the recent offers, we would have expected the SP to have strengthened, but this is SAV, nothing seems to work logically.

Schmoozing the locals can only benefit SAV's "BLP" project and placate some of the objectors (who are mainly out to monetise their stance and receive top $ for the disruption to their lives). ... Other proposed infrastructure, with improved road and rail links, in the long run, will also benefit those living in the Barosso region, as will the elevation in their economy with jobs and trade. ... Portugal's Govt is 100% behind lithium mining and it's spin offs.

Dale Ferguson is a key member of Savannah's "BLP" team with his mining knowhow and has been an integral part of getting the Portuguese project to where it is now, despite the loss of his dearly departed colleague, David Archer. Together, this was their "baby" but sadly DA didn't live to see it through to fruition, but you can rest assured that Dale is determined to see a lithium mine in full production as a legacy.

He still retains his 3.17% (73m+ shares) stake in SAV by way of his Australian company, Slipstream Resources International Pty Ltd, which could prove crucial and beneficial in any future T/O or restructuring of Savannah Resources.

The new board changes and today's RNS intimate considerable fund raising for the imminent construction process to begin, with directors protected by any dilutions in the increased share structure ... this is what may have caused the drop in today's SP, but once the delayed DFS is ratified and a clear road to production is established, the share price should be able to recover and march on upwards (hopefully).

Perhaps a buying and topping-up opportunity?

Like with the other AIM listed "Ai" companies, the gloss and expectations have had to be tempered to await the real expected returns on their investments and short term rerates. It will happen, long term, but not at the speed of the furore for the shares 6 months ago.

I wonder now, would the directors be so keen to take up the options package instead of salary that they opted for ... probably not.

As venture capitalists, they need a vibrant market to realize their investments and to reinvest into new ventures, at the moment that is not happening, it has become stagnant with a cloud overhanging the sector. .... we need to wait for a kick start to get back to where we were 6 months ago.

Looks like someone (maybe more) are taking the fall in SP to mop up shares and maybe add to their current portfolio.

Over 2.2million shares have been bought with over £90k invested already today.

We haven't seen any TR1 notices lately, so have the 2 Portuguese entities returned to top up their holdings while prices are lowered?

Would give confidence if the locals are investing in the wake of further anticipated opposition tactics.

Always a a worry when the words, "pleased" or "delighted" are missing from the introductory statements in an RNS.

So we are now in a position of uncertainty, albeit "temporary", with much depending on outside affairs such as local elections and permissions to have access to extended tenements, infrastructure adjustments to roads and access to the site of BLP (those still in the planning and design stages).

Hopefully, with Government backing, a push can be made to reduce the timelines and expected increased expenditure on overheads which would result in a recovery of the SP, but there will be more banana skins along the way, nothing in mining goes smoothly.

After today's and yesterday's buys, it could be that someone is quietly stake building, while the SP is at basement levels, with orders around 0.745p ... 6 x "buy" trades today for 1,074,105 shares for £9,490.00, following yesterday's late trade of 250,000 shares at 0.768p for £1,920.00 ... wait to see if any unreported late deals crop up too.

At least someone looks to be taking a punt that a recovery of the SP is in the pipeline ... hope it continues and reverses the recent falls.

Portugal's exports to the U.S. have experienced a significant decline, according to final data released by the National Statistics Institute (INE).

For example, in June 2025, exports plunged by 39.4 percent year-on-year.

On a quarterly basis, in the quarter ending in June, exports to the United States declined by 13.9 percent.

With their exports to US relying on leather goods, clothing, footwear, wine and to a lesser extent, steel and aluminium, they are feeling the brunt of these tariffs, so are looking elsewhere for new trades to bolster their declining fragile economy which has teetered on the balance over the past decade.

A majority of the exports source from Northern Portugal (where SAV's "BLP" is) and it is the residents here who will feel the impact most with job losses and factory closures as the economy tightens.

The silver lining for SAV is that any new industry and export material, such as lithium mining and battery making materials for sales within the EU, can now be of greater value to Portugal and receive the Governments continued and increased support.

A recent rally (August 8th)and demonstration in Boticas against Savannah's mine has had no effect and maybe those in opposition will see that projects of this type, with Government support, will be of greater value to the community with jobs, income and infrastructure (road & rail) upgrades.

* 10.5p (not 11.5p)

Lordloads ... no need for a plug for Sharestock, I think it is already sold out (100 max.) ...nice day out for p*ss up with the pundits.

The usual Jam (without sweetener) today and maybe some Jam (with sweetener) tomorrow.

As for SOH and his announcements ... after he exercised his option for 6m+ shares at 16p in December 2024, I think he is desperate to return to that SP to recover and maintain his investment ... shares have slid to around 11.5p prior to today's RNS.

Newbeer, the same old "weasel words" from SOH then.

The slimming and weight loss market is also compromised by the "injectables" which have taken off throughout the World, despite reservations and side effects. These have put pressure on the conventional food supplements products and sales have been affected.

OPTI's key product and ground changer is "Sweetbiox" ... strange SOH has now gone very quiet on this.

Looks like Steve O'Ohara is getting in early with his news of potential high sales of Slimbiome before the annual confrontational meeting in September of Tom Winnifrith's "Sharestock", face the music, gathering of investors and professionals at his lovely farmhouse grounds on the banks of the River Dee on the Wales/English border.

Previously, SOH has attended the gathering as a speaker and promoter of OPTI and was torn apart by Tom and Lucien Miers following strings of unfulfilled promises and projections of his slimming products. ... All that seems to happen, following OPTI's "sensational news", is that SOH lines his pockets before any benefit in sustained in SP rises for long term shareholders.

Unfortunately, I am unable to attend the meeting this year (very few tickets left) for the gathering on September 6th., with many high rollers and influencers in attendance (inc. Jim Mellon) ... but I look forward to Tom's account of the usually highly charged confrontation with SOH.

CF&Co is an independent corporate finance advisor with offices in London, Toronto, Hong Kong and Perth, providing independent advice to companies in the mining and metals sectors. CF&Co advises on all aspects of corporate, project and offtake-related finance, mergers and acquisitions and joint ventures. Since it was founded in 2000, CF&Co has closed over US$22bn of transactions.

This should be good news to all those invested in SAV ... Cutfield Freeman & Co. (CF&Co.) are well versed in the M&A & JV's of the mining industry, so should attract investment and fund raising (when required) to further develop the "BLP Project " and move it on, at full value, when in production.

On my Barclays Smart Investor Account, both holdings of SAV in ISA & Investment accounts are showing as "Suspended" .... so not able to buy or sell ... any reason for this?

Are they waiting for the new increased share totals to be upgraded after the recent Public Offerings are admitted for trading?