Member Info for Laura2022

Nevada and Arizona are low risk jurisdictions - ranked #2 and #7 Globally by the Fraser

Institute Survey of Mining Companies 2024, no risk of asset nationalization

The Trump Administration and by Executive Order, announced expediting permits /

approvals, reiterates support for critical minerals, including lithium, and emphasized

financial support for domestic mineral projects as part of the Order

Thanks for that

Also

People have forgotten about safe , USA based BHL

Broken UPWARDS $14,000 for 1st time since 2022

When it did this in 2022 it went to $60,0000 !!

EV is far more real now too +China limiting the resources

7vernoc

Good morning

I missed the presentation, please could you summarise if possible

I, like you, think this could be the beginning of a lithium bulll run

Look at CTL ALL etc

2026-01-08 10:29

By Andre Joaquim

1 min. read

Lithium carbonate futures in China soared past CNY 138,000 per tonne in January, the highest in over two years, as strong demand magnified the outlook of capped supply.

Ambitious bets in power and datacenter infrastructure by the Chinese government was combined with the announcement of higher power storage spending, supporting the outlook for lithium and other battery metals.

This was combined with Beijing stating it would double EV charging capacity to 180 gigawatts by 2027, supporting lithium-rich energy storage systems.

Besides domestic expenditure, foreign storage system sales from Chinese companies rose to $66 billion in the first 10 months of the year, overtaking $54 billion from electric vehicle exports.

KOD BHL look well set

2026-01-08 10:29By Andre Joaquim1 min. read

Lithium carbonate futures in China soared past CNY 138,000 per tonne in January, the highest in over two years, as strong demand magnified the outlook of capped supply.

Ambitious bets in power and datacenter infrastructure by the Chinese government was combined with the announcement of higher power storage spending, supporting the outlook for lithium and other battery metals.

This was combined with Beijing stating it would double EV charging capacity to 180 gigawatts by 2027, supporting lithium-rich energy storage systems.

Besides domestic expenditure, foreign storage system sales from Chinese companies rose to $66 billion in the first 10 months of the year, overtaking $54 billion from electric vehicle exports.

BHL looks well positioned since these year end results published Nov 2025 with lithium almost doubled

From 7000 to 14,000 (October 2025 to Jan 2026)

Strategy and Outlook

 

The lithium market appears to have levelled off and stabilized while numerous mines in China ran into permitting issues that temporarily "bumped" prices of lithium carbonate and lithium hydroxide. The global markets remain relatively stable with European countries continuing their "buying-in" mentality to reduction of carbon footprint through the purchasing of EV's but appear to be looking for cheaper models, some originating from China. USA-eligible EV's have seen an uptick in sales as tax credits and incentives came to an end on September 30. Battery storage maintains a steady pace throughout the minor fluctuations in EV sales, essentially carrying the lithium market through the dip. Battery storage is highly underrated and could carry the depressed EV sales through the next few years as it provides some states and regions of the world with intelligent energy storage to deal with climate fluctuations and occasional "brown-outs" from power facilities.

 

Retail buyers and institutional investors remain on the lithium sidelines while heavily distracted by surging precious metal prices. Natural and logical M&A continues as does the transition of lithium explores to other commodities, whereas Bradda maintains the course and remains lithium centric.

 

While the lithium prices have bottomed and incurred pressure on both explorers and suppliers, the demand for electrification across all industries has not diminished and steady growth will resume. This is also a time for M&A, which should filter-out lower quality projects and companies without capital, which places Bradda Head in a key position as we have conserved our treasury by trimming back expenditures while maintaining a strong and experienced team.

 

 

John 'Ian' Stalker

Chair

18 November 2025

Https://www.braddaheadltd.com/investors#MajorShareholders

Bill

Not sure..those large.grwy trdes are buyer off a seller mv

BHL have

1).USA based assets

2)low overheads

3)pure lithium play not fanciful distraction

4 recent institutional loan

For me at 0.85p its a good bet to slowly build

We've had REE boom 2025, silver /gold 2025/2026

Lithium's flying so next super cycle?.

Bill

Afternoon

Bottom paragraph is from their annual report mid last year

Top part is my views

Hope that helps

BTC is consolidation at $90k and will be $100k soon imv

Https://tradingeconomics.com/commodity/lithium

Lithium has doubled since thier final results, and BHL alsp have $500k loan from main shareholders

At £3mln cap this US centred asset is far too cheap , with net assets in 2025 at $16mln at a time when lithium market was on the floor

The Company remains confident in our long-term strategy to provide US lithium for the US market in this ever-changing panorama of global supply chain disruptions. The new US administration has echoed and indeed furthered mandates for domestic origin of critical metals, which translates into and incentivises new growth as government policy shifts spell opportunity. Despite the challenging lithium market, we are primely positioned to capitalise on the distinctive demand for US lithium. Our assets are optimally located to capitalise on this, and to serve US markets that are crucial to the energy transition. We look forward to continuing to meaningfully progress our portfolio, and seize the opportunity presented to us by the strategic location of our assets."

Lithium carbonate futures in China rose past the CNY 110,00 per tonne mark for the first time in 19 months as lower supply magnified the outlook of stronger demand. The Bureau of Natural Resources of Yichun, which includes the lithium mining hub in the Chinese Jiangxi province, stated it would cancel 27 mining permits early next year. The move was consistent with the earlier suspension of activity in CATL's Jianxiawo lithium mine as the Chinese government aims to reduce capacity in many goods industries to prevent the ongoing race-to-the-bottom that has stirred deflationary pressures. Meanwhile, new energy vehicles in China rose 20.6% annually to record of 1.823 million units in November. Also, Beijing stated it would double EV charging capacity to 180 gigawatts by 2027, supporting lithium-rich energy storage systems with compensation mechanisms for power storage infrastructure.

Lithium rose to 133,500 CNY/T January, up 4.71% from the previous day. Over the past month, Lithium's price has risen 43.94%, and is up 76.82% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Historically, Lithium reached an all time high of 5750000 in December of 2022.

I have been buying this week

Tremch

What i cost understand is for 12mths + Troutisout1 was happy/is happy for people to suggest FAB should be a £1.00p valuation and allowed all kinds of fanciful targets

I'm assuming hes also not commented recently on FAB going concern issues, reduced revenues and delay in their partnership announced before Christmas YET has spent 12mths questioning investors here

So unhinged

My goodness

Is he still here !!

13mths now !!

ID78

Morning

When COIN went 3p to 80p it was down to "fever' about treasury BUT it wa pnly based on BTC going $80k to $125kso a similar run is totally plausible from $87k/90k BTC

Good morning

Still the case today that only about 500,000 shares (£1500) available

I would anticipate lots of positive newsfllow in Q1 2026

Regulatory authorities across the world require robust biometrics practices to approve new drugs. Biometrics typically incorporates three main areas:

1. Biostatistics: Supporting the design of clinical studies and analysis of resulting data

2. Statistical Programming: Use of programming language to process, analyse and visualise clinical data

3. Data Management: Setup and oversight of the collection, entry, and validation of clinical trial data

Personalised medicine 7.5% CAGR and largest market is North America ( partner DoseMeRx based there)

M

General overviews

Costs at just 3% therefore tracking or below inflation in 2025 so very tight cost mgmt

Total Income at 3yr high and bolstered by moving into new therapeutic areas such as immunology and cardiovascular

Just after year end received £250,000 + and will recieve £60k grant, therefore cash position as of July was almost £800,000

Have applied for other grants and will announce if/when progressed

Conversion rate 2022-2024 was 27%

Conversation rate 2025 jumped to 45%

Recent premium options granted Head of Bio Statistics

Current £850k valuation still doesn't attribute the usual x 10 revenues for loss making small caps

As it stands PYC should be at least 10 x £850k = £8.5mlm market cap !