Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Interestingly enough my friend didn't disagree that things might get worse but he can't say for sure. He hope's things settle and that some peace comes to his lands.
Let's hope it does and that Mali doesn't flare up either, it looks far less likely based on what I can make out.
Actually I support the Dalia Lama and free Tibet but Afghanistan is an altogether different land. I've only reported what I've heard, neither in support or against what's happening just that it is more complex and not as black and white as what the media are reporting. That's all, don't shoot the messenger! My friend did agree the Taliban are terrible on women's rights, but also pointed out shop traders have already reported more women going out to shop as they feel safer under Taliban rule. Not black and white that's all. Mali is different too, so I don't think it is a good idea to confuse the two.
As I said I'm only reporting what I've heard on the ground from the Pushtoon point of view. What my friend did make clear is the Taliban grew in numbers while America occupied Afghanistan. This was due to the Taliban having one policy which was to get America out. His view was that the US staying was in fact fuelling the situation, them leaving gives Afghanistan a chance of sorting itself out in the way it wants. Just a different perspective than the Western view. He did say the Taliban can't be trusted and that Afghanistan is a savage land, but no one in 2000+ years has tamed it so best leave it to the tribes. Just another perspective. As for the extremists in Northern Mali, he said they are entirely different and have no wide spread support within Islam. I always think it is worth listening to other's point of view. My friend did say give it all a couple of months to settle down, time will tell.
Lancygeo = Dazzaliam
Viggo = Fastjet
Dazzaliam was band as was Fastjet. But they are back under new names up to their old ramping/deramping tricks again!
Suggestion Daz, Fart why don't you change your writing style as you are very easy to spot?
Lucky my old Uni mate is Pushtoon then and explained the Afghan situation to me from his perspective. I won't go into details but the confusion we make is not understanding the tribal hierarchy of Afghan society. Nothing to do with militant extremists just a lack of understanding on our part. Anyhow no surprise Fartface is back!
Absolutely none comparable. Taliban are part of the Pushtoon tribe who have a 45% majority in Afghanistan. I think we get confused about how tribal societies organise themselves. But the point is Taliban are political where as the trouble in the North of Mali is caused by a very small minority who are actually not really liked by the majority of Muslims. A very different kettle of fish indeed!
Afghanistan and Mali are very different. I have a good friend who is Pushtoon, the major tribe of 5 in the Afghan region. What we are seeing on the news is a very distorted picture of what's happening on the ground. Taliban are not ISIS and their reasons for so quickly taking control are complex. His point of view is it is better having the Taliban than the Americans, he feels it should be Afghans running Afghanistan come what may and no one else. The Western news isn't reporting it but a great many Afghans have welcomed the change, women included, they feel safer walking the streets with the Taliban in charge. In no way though does he say they can be trusted and could turn nasty at any time but he Hope's things will settle in the coming months. The trouble in the North of Mali is entirely different, a group of extremists not in anyway collected together enough to take over a country. Our SP took a sip as people sell on such fears. The likelihood is things will settle. Please note the above is not my views just what I've heard coming out from on the ground on Afghanistan.
Lavender take a look at https://www.forbes.com/sites/timtreadgold/2021/07/02/lithium-price-tipped-to-rise-after-warning-of-perpetual-deficit/ there are varying opinions on how much Li will increase with the increasing EV market but all conclude it will.
I think Daz has a point that Kodal might well split and then JV on the Li. But who knows, no thought HZM would get as far as they have 5 years ago and they are on the verge of financing and going alone morphing from a explorer to a minor. Anything can happen, all depends on BA now and the team he starts to gather around him! (A JV is my suspicion though :} )
Agreed last I read Li is to raise 600% in price come 2030 even with all the junior miners coming online. My point is watch the price of Li as they do and see how it effects their SP. Not saying I'm right about the SP dropping after production but it could. Either way with a 600% increase in Li on the horizon we'll be doing better than we are now!
The gold element to KOD of course adds a layer of complexity, not that I'm complaining. Again the world price levels of gold will effect our SP if we have a decent amount. On a plus side from what I understand world price levels of commodities are currently cycling through when of their lows and are under valued. Li certainly has been undervalued until this year due to an excess in the supply chain in 2018/19. That has changed now with EVs coming online. Still the point is keep an eye on the bigger picture which sometimes explains why the SP moves as it does. This will come far more into play when we are further along though! :}
True about patients though, all good things come to those who wait! I'll not be selling on the licence but have reflected when to sell off course. What will be interesting is the point at which this share really starts to follow the price of lithium. There is the conundrum, waiting to sell on production could see the sp drop compared to the build up. The reason being with more Li in the market the price will drop. This could also effect the sp before (if) KOD reaches production. When the likes of Lithium Americus Corps and Baconora (if they ever get the deal sorted) comes online Li prices will likely drop.
So if we get the licence and the JV, keep an eye on the other players and the global price of Li as it could effect us :) :b :D
Just a combination of events, also don't forget there is the ongoing trouble in Northern Mali with Islamist fundamentals. But like the coup it will blow over. My opinion is leave Afghanistan to the Afghans, the more we meddle the worse it all seems to get in the long run. History tends to agree to, no one in over 2000 years has managed to take that land. I feel for the average person out there though, they must be so worn by it all!
Let's all be clear when the RNS detailing the final financing lands this giant of am AIM share will stir into life so quickly, blink and you'll miss it! Today's RNS was just an opening of the giant's eyes and a little stretch. When the full one lands this will re-rate so quickly you'll not get a second chance!
Much like BCN. Mali might be a different kettle of fish though as do the Chinese want to share the risk or not in Africa. Our chumbs next door Fire Finch have a joint venture. But I take your point. Personally I think the mining licence has been partially priced into the current SP but not fully given it is Mali and all the instability that comes with it. If it lands I'll see where the SP goes. I know two things about Chinese investors:
1) They want the Li and don't care where the SP goes after.
2) They will buy in or take over for as little as they can get away with.
So if BA is all about the money, a JV might actually be more appealing. Then again if he is the take and run sort then that's that as they say.
Realistically I still feel this share will bounce on the licence but to where who knows!!