Member Info for Laverda

If the ship is reported as arriving in port any time around now, and not already arrived previously, then it is the same estimated transit time

Ghost yes in the original figures we were dreaming of figures nearing 1100 dollars.

In the last calculations purely for projected profits, as you know, when Spodumene was around 4,000 dollars under pressure the team used a figure of 2,080 dollars per tonne but it was purely illustrative not a target.

I was also pleased in the last presentation, which may have been yourself who highlighted this, the OPEX cost figure has an abbreviation after it which pretty much means all costs except tax. Those costs go right down to accountancy costs and paperclips!

So we are comfortable that we have profit headroom.

Others are using costs one or two hundred dollars per tonne less than the final actual charges.

They are thorough at Kodal.

EU:

https://m.miningweekly.com/article/europe-needs-way-to-price-critical-minerals-independently-of-china-group-says-2024-07-15

Ghost - the EU are concerned about the low spodumene price. Lithium in Europe is difficult to attract investment and they are wondering if there is a way to maintain an artificially high price.

For us our original figures were on 680 dollars per tonne.

I am the same George super excited about it all.

However when Kodal pulled the resource update but said everything was on track, I think they are going to release (big) information separately. I am not sure how they are going to play it.

Keep telling us the progress of the resource update but release figures after production or wait for a boring gap in updates and release it then?

He may release the resource update and adjust the figures to the current lithium price I am not sure what they will do.

All countries are looking for easy revenue including the UK we don't want to be over stating value on something which will be valuable anyhow.

I reckon at current lithium price in production with the estimated resource update we will be valued around 3p anyhow.

It will be interesting to see how they update us.

I would not expect an over the top update even if the content is amazing.

Chile, Mexico and some other countries completely lost their minds with lithium and now they are struggling to attract investment.

We all saw how Leo Lithium bosses behaved.

I think current lithium miners will be careful not to whip up over enthusiasm again. Bernard and co were reserved before, they may be more so now.

Funny how everything to do with that company is on dodgy looking websites.

Did they ever build that gold processing plant spoken about years ago?

Normally the processing is to Lithium Carbonate or Hydroxide only.

Most countries are talking about this.

Cheers accionista

Route=root

Onlyking no issue with the mine or where they are from.

With China and Russia in the area and our JV I don't think security is going to be an issue.

Mine to battery I would like to hear from a more technical source.

The Russian West issue will go away over the following years, none of the countries want to be poor with greater threats around the World. It should never have started - giving Russia a voice in NATO but not disagreeing at that time what they said is the route cause of the problem. NATO gave their red lines, Russia accepted them, Russia gave their red lines and that was the time to disagree. Trump will want it to end, he wants to ensure that the USA remains richer than China and everyone else.

Never heard of direct to batteries, have heard about processing spodumene within a country - some African countries such as Zimbabwe are trying to reduce the crime associated with various ores feeding organised crime and terrorism.

It is a problem across the World. As is timber - illegal logging.

I think I would wait to read something technical on this first.

The weather is looking good for the time of year, but the humidity must be tough on non locals.

A couple of days potential wet at the weekend and potentially two days next week. Not bad.

Sleepy not sure how my moniker got into the text - not third person.

Laverda should have said British and American white and black people.

i tell you something i noticed, i have had girlfriends black and white from around the world and uk, as well as living in black communities.

the only people i have heard talk about race and colour are british and american born black people - it never has entered any conversation ever in any of my relationships or my marriage.

the women i have dated were multi lingual intelligent well brought up and very capable women, full of confidence.

also apart from leg pulling i never received any ****** remarks being the sole white person in a community. the humour was generally around music and dance, sometimes food. dried fish etc.

if you have lived between the two worlds it is a stark contrast.

Ghost, much less dramatic events affect the journey too. Unseasonal headwinds as an example, extra tonnage of fuel burned if they plough on is phenomenal, so they detour or wait. Which is why the transit times issued by freight companies are so wide and not specific.

But they aren't waiting for the plant on site, they have loads to get on with so while of interest at the moment it is not important.

Without looking/listening I think we need it there by mid August.

But it is an exciting time when it arrives for all of us.

Two ships from the same chinese port is unusual, should be easily spotted if they already arrived as it states the time of leaving. Not many cargo ships and not many ships to the Ivory coast from China.

May be better to wait until Friday or later as 30 days back is too far.

Ricky we are looking for two ships.

9 Euros and you are able to check 30 days on Clapas link below.

Oh no Clapa, searches limited to 20 unless we grade up 😡 so we can't tell if it has already docked after the 20.