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Mind you for China, their goes a possible source of Lithium at some point.

I think the markets just trying to figure it all out. Here as in lithium, evs etc. it will be the shipping, logistics and delays being worked out.

Asx opened and up, at least the mining country seems to get it, see what happens here tomorrow in London. GLA

For anyone new or existing, a really good vid from Libra, market discussions, structural and covers brines etc.

https://www.youtube.com/watch?app=desktop&v=rd2cs2GhyIA

@TeddyKGB cheers Teddy, I had Wednesday, but let’s not debate over a day, assuming you tracked Monday as a session. Also tracking the following week on assumption that they won’t schedule rat prior, so the following week the earliest it can be scheduled.

And uk electric prices will increase, not that it is that unusual with the 🤡 in charge

Expecting oil and shipping costs to increase, not so much Lithium. It also depends on how long this lasts.

@TeddyKGB thanks teddy, so vertical integrated companies are doing what they. Should interesting to see how long this lasts.

Also hopefully, clarifies 9,000 posts of verbiage folks.

Hopefully for any newbie, this clarifies the situation. GLA

Hence we (all) are a weapon of choice!

@jackb14 it also and to be blunt, the governments fiscal policy goes to **** if they don’t back the one company that has signed up to the deal.

For any newbies. The reason why we are confident on the royalty changes going through is that it trebles (at current prices) the gold royalty for Ghana. Ghana projecting to the increase will ad 1.2 billion for 2026-2027. We as in ALL already align, so it’s basically gold & all other mining.

@Sheriff89 anytime, and even more enjoyable as I believe Richard Heqd shot me down on it 😝.

It’s basically 3 weeks until I see Rat being scheduled in/ introduced at the earliest. Gla

They tell you this basically in the video I posted and they broadcasted ages ago.

They also won’t put rat in the same week as that says it’s past before it’s past.

Yip, 100% that the Legislative instrument needs to be in place, prior to ratification, and timelines as per previous posts, and that they need to schedule in the mining ratification so may be a week later. (Actually hope it is). Gla

And due to exchange rules: asx is similar.

Because the discussions were private and ended by mutual cessation rather than a hostile public withdrawal, the bidder is not typically subject to the strict 6-month "lock-out" period (Rule 2.8 of the UK Takeover Code)

Assore vs. External: As a ~29.5% shareholder, Assore is governed by the "Creep" rule, which only allows them to buy 3% every 6 months without launching a full bid. An external party has no such restriction until they hit the 20% threshold

All interesting times

@Sheriff89 standard practice is that an nda will be in place on both sides, however as the buyer is an external party they can return to make a higher offer, and it can be behind closed doors again (unlike Assore as they are a shareholder). What Atlantic have done is put a stake in the ground for any party, that they are open to sell after ratification, and any bidders can line up.

Not listening to it, but actually hoping iwe are not mentioned explicitly. No focus means no obejection, no need for noise (like we need more), no need to support further. Just let it run through, and it’s going to happen. So no news is good news essentially

GLA

We aren’t raw minerals here?