focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Did find another tenuous link - Cornish Lithium and Techmet were original founding members of The Critical Minerals Association. CMA also has links also to Cornish Metals, Cornwall Resources, British Lithium and Tungsten West.
https://www.criticalmineral.org/our-supporters
ATB LB
Just a heads up - not sure this connection has been made before. I certainly don't remember seeing it posted but apologies if it's common knowledge. I was looking at Techmet, on an un related matter, and noticed that Adonis Pouroulis is sat on Techmet's advisory board.
ATB LB
@pawgee - echo Vii's comment 19:44 - thanks for the heads up on VBR.
Techmet are worth looking into. They figure in a few projects round the world in the battery metals / critical minerals space that I am familiar with - including CL and thus indirectly with CUSN. So your 13:39 post is perfectly relevant IMO.
Mennell, particularly, is a well connected fella and they have access to some big US money. Like I say, worth a little google if you're not familiar with them.
https://techmet.wpengine.com/
ATB LB
Exactly. Kinda my point re the 27p (in fact 18p too) but more eloquently posted by your good self:)
Also saw you copied it on the TUN board. Tin is in their basket too. So a few alignments exist, and not just strategic. I wonder if there is some scope for VBR to provide some scaffold funding for the mine buildout. That's a subject of conversation right now with those guys. Just a thought.
I need to start looking if there are any ties between some of these players - The Critical Minerals Association, Techmet etc. Interesting times ahead for all these West Country miners.
Must dash.
ATB LB
Hiya Vii. Hope you're well. Nice find on vbr!
Helps to go back and review the original investment info. Funnily enough I was looking at this a few weeks back.
https://www.vision-blue.com/#portfolio
3rd link down.
ATB LB
From LinkedIn...
https://www.linkedin.com/posts/corepath-laboratories_apr-28-29-southern-oncology-association-activity-7054137097934290945-1hsX?utm_source=share&utm_medium=member_android
Just a reminder that core path seem very connected in the oncology arena.
ATB LB
2/2
A spokesman for the Department for Business and Trade said: “It’s vital we have a secure supply of critical minerals for UK businesses, and that is precisely what our Critical Minerals Strategy will do.
“The UK has recently signed several critical mineral agreements with key countries, including Canada and Australia, and our accession to CPTPP will help improve the resilience of our supply chains further.
“The Government will continue to stand up for UK businesses, working with our friends and allies around the world on issues where our interests align.”
Text courtesy of @Vii on the CUSN board. (basic relevance for context - Techmet are investors in Cornish Lithium and there's a link/JV between CL and Cornish Metals)
ATB LB
1/2
@fulmar - this subject was bought up on another BB. The following is from a telegraph article with comments from Brian Mennell (Technmet)
China ‘weaponising’ grip on vital rare earth metals
Beijing plots crackdown on technology crucial for modern tech
China has been accused of “weaponising” its grip on the rare earth metals needed for wind turbines and electric cars amid reports it is preparing a ban on exports of key technology.
Beijing is reportedly drawing up plans to block exports of technology needed to process and magnetise the metals, raising the spectre of shortages in the West given China’s dominance in the market.
Jack Richardson, an associate fellow at the Council on Geostrategy, said: “The Government should be very concerned.
“China has a strong position in the global economy built up since the eighties. It is seeking to corner the market in clean tech as it does in other sectors like steel. We need to join the Americans, Japanese, and others, and work together to water down China’s leverage.”
Paul Atherley, chairman of UK rare earths refinery developer Pensana, said: “This represents a seismic shift from China’s previous position and brings an outright export ban one step closer.
“China said they would never introduce export restrictions on rare earths after 2011. The announcement appears to be a clear warning of its willingness to weaponize its dominant position in rare earths.”
Brian Menell, chairman of critical-metals investor TechMet, said: “The fact that there is a prospect of them using this weapon is very disturbing. It indicates the rise of the assertive confidence of China on the global stage and their sense that they can play these games.”
Rare earths are a group of metals such as neodymium and dysprosium with used in high-tech uses, such as for making the permanent magnets that help wind turbines run.
Despite the name, the metals are abundant in the earth. China dominates the market in producing and processing them into usable products, however.
Its move to restrict technology exports comes as rival countries attempt to cut their reliance on China’s supply chains, wary of any escalation of tensions over Taiwan.
Gareth Hatch, a rare earth elements expert and boss of Strategic Materials Advisory, said the restrictions threatened to hit American and European companies with specialist equipment on order from China, such as furnaces and presses used to make magnets.
He said: “It can be a nine, twelve, eighteen-month lead time when you are ordering this kind of equipment, because the companies that manufacture it don't sell thousands - they are done to order.
“So if there are folks who placed their orders a while ago and the kit is on its way on a boat or in a warehouse somewhere, there's going to be some concern now. Anyone who is relying on Chinese hardware, that's going to be an issue.”
I was reading about this last night. A fair amount about it here Fulmar - looks like it's a ban on export of the refining and production technology rather than the actual product.
https://www.newsnow.co.uk/h/Industry+Sectors/Commodities/Rare+Earths
ATB LB
Thanks mate. Appreciated. We're on the same page.
I'm reminded of a comment AS made on a linkedin post recently regarding the startcodon seminar he presented at a few weeks ago...
'Looking forward to a great discussion on the importance and value of communications, messaging and image.
What to say or not, to who and when!'
Strengthens the idea that timing is everything.
Enjoy your Easter break.
ATB LB
Evening Neilin,
Thanks for the reply. It was to do with the timeline coincidences that you posted about on 30th March. Point #3
- - -
'Now, here is where a number of "coincidences" appear (to me) to align.
1. Conduit / Murphy listing expected September/October
2. Our kit ready for clinical trials September/October (from the above timescales)
3. Fairjourney Biologics (our reagent antibody manufacturers) are hosting one of the biggest conferences in the world - The anti-bodies Series 2023 September 6th - 8th' .
- - -
Thinking about it, perhaps the coincidence is more in Fairjourney's favour. Watch this space and see how the timelines play out. Like I said before I'm buying your theory of aligning the project development with news flow and publicity events for maximum impact. Maybe tenuous but it's a good theory.
The San Diego conference in October you posted about yesterday is a different matter entirely. I notice some large names associated again... Pfizer, Bayer, Astra, GSK, Novartis, Sanofi. Good exposure. Especially if it aligns with the above and there is some positive Ciz / Conduit news flow floating about. This event is 6 months hence.
Lets see - hope you're right.
BTW I spent an hour or so clicking though links off Fairjourney. It lead me to Iontas and Flow Eighteen38. Some interesting semi related subsidiaries/partners there with links to our target industry. eg Hubrecht Institute and cancer research.
Paired with Conduit and FairJ, it feels to me like we're working with some well connected partners in our field and ones commensurate with our size.
ATB LB
@Neilin
You alluded a while back to the 'Anti-bodies Series 2023' conference in Portugal?? early September.
This one I think:-
https://www.antibodyseries.com/
I've been digging into this to try and find tangible links to Ciz involvement but have come up blank. Any pointers you know about and if this is any more or less significant as a gathering of minds than the San Diego event?
For those wanting to read up on the latter took me a while to find a reg free link..
https://www.oxfordglobal.co.uk/biomarkers-series-us/
Thanks in advance
LB
Apologies for the interjection but I agree @T4G.
Sorry Tygra disagree (but hope you're well my ansom)
From the official LSE data, only 3 show after hours and none are marked as delayed. All live after the bell IMO.
Bottom one is flagged PRIC (negotiated trade - often directly between parties. No MMS involved). Other two are flagged ECHO.
PRIC's and ECHO's don't normally come in matched pairs and there's 1:46 between them.
03.04.23 16:51:09 8.60 GBX 2,359,745 202,938.07 Off-Book P ECHO XOFF
03.04.23 16:49:23 8.60 GBX 2,359,745 202,938.07 Off-Book P ECHO XOFF
03.04.23 16:49:22 8.60 GBX 2,359,745 202,938.07 Off-Book PRIC P AIMX AIMX
https://www.londonstockexchange.com/stock/GGP/greatland-gold-plc/trade-recap
To confuse matters the data on this site shows a forth, the 16:49:23 trade cancelling...
03-Apr-23 16:49:23 8.60 -2,359,745 Unknown* 7.60 7.80 -202.94k O
...so in reality there are only 2 actual trades. 16:49 PRIC and 16:51 ECHO. Just odd that they are the same volume from 2 different venues.
Still learning - so if anyone has any ideas I'm all ears.
GL GGPers
ATB LB
Maybe related... This from linkedin 26 mins ago. It's a link to the recent stockbox vid.
"Exciting updates on the CIZ1B test as Cizzle Biotechnology plc CEO Allan Syms emphasizes the importance of #earlycancerdetection and the economic burden of #cancer on a global scale.
"The progress in the lab, our labs up in the University of York, has been going very well over the last few months in particular, so we have now honed down what the test will look like, we've got our automated platform ready to go, and the next steps on that will be to start to enter into clinical testing within the USA. So all very positive from our side with a very clear route to how we get to that very large market."
CorePath and Cizzle Biotech are continuing to work together to develop a simple blood test for early #lungcancer detection."
https://www.youtube.com/watch?v=xs4opuITdz8
Nothing new IMO.
ATB LB
@Cad.
Its little groupings like this from yesterdays data that are suspect. All with the same time stamp. 2 +ve one - ve. Sometimes in groups of 5 trades often delayed over 2 days. It's been going on here for a while now. Likely these are the swaps taking place.
31-Mar-23 09:10:03 8.72 100,000 Sell* 8,720 O
31-Mar-23 09:10:03 8.75 -100,000 Unknown* -8,750 O
31-Mar-23 09:10:03 8.75 100,000 Unknown* 8,750 O
I have a mate from another bb who used to have an Ortex account. I've reached out to him to see if he can provide any more info. Will report back if he replies.
Each to their own but shady activity in my book.
ATB LB
2nd RNS from these guys in as many days.
2.5% held in CFD/spreadbets by Spreadex. Had a feeling there was some CFD's going on for a while.
Wonder if they accidentally went over the 3% reporting level and now moved back to just a shade under (2.99%) hoping no one would notice.
oops! Now you see us/now you don't. Busted
ATB LB