Member Info for L0ngterm

Or this is just tracking the MIIf price/issue like other shares, have done and once completed then this should move up?

So on the back of that, it seems Piedmont need ALL possible more than All needs them. Interesting times, hopefully this builds a stronger relationship.

Wilson’s research shares via Howard klein. Touches prices and atlantic

https://x.com/lithiumionbull/status/1754520657927520260?s=46&t=gJ40HEpUT4gYZeQiLJHwfw

Join the club on being blocked lol

Was this not covered in the quarterly? If Piedmont pull out they forfeit, more than enough interested parties for off take (6) 70-100million, Assore as well. From a Piedmont perspective what do they then do as they had delays in other i vestments so that leaves them in a bind.

Https://app.sharelinktechnologies.com/announcement/asx/2a533068e069b9599e37e5e2023a9979

MIIF deal in.

The Company is pleased to announce the completion of the Mineral Income Investment Fund's US$5m Subscription, part of its proposed total US$32.9m Strategic Investment in the Company.

https://app.sharelinktechnologies.com/announcement/asx/e4a0b0c1c9c491fe4be52d13e9a04590

Why guess work these are the facts thus far. The royalties and the % free maybe a question. So PLL may have to share, spudemene is at 3400, dfs at 1,600. And PLL still get both sides after converting spudemene as planned.

Why is this not the case still? It is surely just the royalties question at this. Point.

We aren’t shipping DSO and ALL are processing. So the royalties and value chain are in place for Ghana here. See below from Leo lithium, where they wanted to ship DSO prior to flotation plant at a $700/t.

We model production of 60kt of 1.4% Li2O DSO prior to commissioning of the flotation process plant to be sold at US$700/t

I know the spud price currently is 3,400 .. how could it not be factored into our 1,500 jeez.

It would explain the confidence the company has had in timescales for licenses etc. also interesting is the PLL, Ghana refinery options. Although could be jumping the gun a little on that.

And here:

https://www.bloomberg.com/news/articles/2023-08-07/ghana-approves-green-minerals-policy-to-tap-into-trillion-dollar-lithium-market#xj4y7vzkg

Folks seen a post on the other board, did Ghana just approve its mineral policy? See below

https://english.alarabiya.net/amp/business/economy/2023/08/07/Ghana-approves-green-minerals-policy-to-develop-lithium-mining-production

Sorry wrong board

Did Ghana just give confirmation on the policy update, seen a post on the other board and the below.

https://english.alarabiya.net/amp/business/economy/2023/08/07/Ghana-approves-green-minerals-policy-to-develop-lithium-mining-production

The government seemed to be ope here in Jun. Acknowledge Infrastructure not in place, approach will be progressive. Similar approaches in other areas, policy drafted with cabinet, and we know ALL has been consulted. So not sure where the ambiguity lies unless you think the government is lying? If then the government are saying we aren’t open for business, working with private entities out the window and the majority of the interviews is all fake?

https://www.bloomberg.com/news/videos/2023-06-14/lithium-producer-ghana-will-avoid-exporting-raw-mineral-video

Nice to see them in New York confirming they have met with Piedmont and acknowledging the share dip at least.

https://twitter.com/atlanticlithium/status/1684686211049197571?s=46&t=gJ40HEpUT4gYZeQiLJHwfw

Sorry 1st post here and new to mining overall.

Would it not be prudent for Ghana or anyone else to prove lithium can be extracted in significant volumes prior to any refinery being built? Then subsequently the lead time for the refinery etc.

I have seen previously that Ghana have requested that gold be sent/purchased from miners for a gold to oil initiative. however this was purchased at the spot price. Which I imagine if it were lithium at spot, then why would it matter to ALL?

I think we agree, machine learning is good for analysing large data sets, so 1,000s of parsoritix results, treatments applied and even combinations of treatments based upon the patients existing ailments. Would be extremely beneficial, especially if going for FDa approval with a MI tools. As I dare say you would have to have a degree of certainty on the data captured to prove the MI outputs all round.

I always viewed grail as a AI/Machine learning company, so in essence the more accurate the data captured, the faster the machine learning can optimise its results. While Inappreciate its (cfna) and I am not a specialist, overall the actual a consistent CTC capture, and subsequent analysis would in my mind significantly increase the machine learning process.