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Perhaps looking at things from wrong perspective. RTFT Production was down, 3 furnaces idle and bluejays feedstocks would help feed it. They are progressing zulti south feasibility for decision this quarter with a focus on low cost. we can deduce that Rio are still interested in having enough titanium dioxide feedstocks. Let’s get license and see how things go :)
Very good. Enjoy https://youtu.be/cVrKGIKWs_Y
I didn’t initially invest in Sav when we had lithium asset but it’s the lithium that’s been the main price mover. Ultimately, it was da and team I invested in. In a junior miner there needs to be a balance of facts and faith in the team. No different here... let’s not forget how lucky we are with moz... we had an asset that wouldn’t have got off the ground on its own.. it was proof of concept and we landed a deal every junior dreams of. It wouldn’t have happened in the last 12 months as commodities bounced. The stars aligned. Oman - ofc Jury is out.. we know very little and we’ll understand the bigger picture when we have license. Portugal really is a thing of beauty. Friends in the right places... look at Altura ... welll have a bigger jorc come dfs than they had at their time. The biggest difference ? They were another great lithium project in aus. We will be the main lithium project in a needy Europe :) all the signs are there
Plenty of noise from all the players around european supply... ‘...there will also be a push to source as many of the materials required for the batteries from European suppliers’ ... a lot of articles out there supporting it... deals are starting to get done. Talk switching to action. Any european tie up from our point of view would be a great narrative. The media exposure would be massive and our days as shareholders would be more rewarding imo. Don’t forget we’re expecting another resource update this calendar year too!
I suppose you need to look at comparative companies ... a lot of big boy lithium miners need much more that 100mil.. (our end 75 mil right now) ... so the key is what do we have? Our project is very attractive at 14mt. We’ll double that resource. We’re not mining in a 3rd world country. We have a lease... offtake will be very interesting and will add significant meat to the bones in terms of the process. Let’s see
We’re building value all the time but for new cornerstone investors - you can’t help but feel not much has been de risked. Personally I think there’s a lot due that will be company changing. Mining leases and feasibility studies will go a long way. As it stands we’re a company with 2 scoping studies
https://www.nytimes.com/reuters/2018/09/25/business/25reuters-portugal-lithium-exclusive.html
Ye I have been wondering about the recent drill campaign. Personally, I’m glad there are signs of life there and could be a subtle nod the license is in the post (fingers crossed) The block 4 drill is interesting as we know it won’t be in our immediate plans. Don’t forget we’re still at the 50% earn in on block 4. One does wonder when we will have spent our explatory cash to earn 65%. Kilab May just be a case of why not. Certainly has some good drill data already. I don’t think any of them would have relevance on our already applied for mining lease. Financials would have been submitted already
Ye AIM ... mostly petalite and 0.3% cutoff ... its now been resolved as of a couple days ago from article I read and novo litio have lost the battle (although not sure rns’d their end) the 30mt comment seems to be plucked and nothing to prove it yet... talk of a processing plant seems premature their end
Needs translating ... https://www.afp.com/fr/infos/336/le-portugal-se-prepare-une-ruee-sur-le-lithium-le-nouvel-or-blanc-doc-18z7hz2
Fantastic news today... only seemed like yesterday our exploration target was 17-21mt... as we learn more the exploration target increases ... and it looks as though that’s just grandao and res! This is gonna move big time this calendar year :)
Newcomers - worth looking at a peer company called Altura ... who are worth a fair bit more than us and are 18 months ahead. In terms of parallels - there are many. In fact I’d say we are flat out copying their ‘how to’ guide ... as it was very successful ... now we’re fully funded to the other side of feasibility - it’s not hard to see what the share price will do come resource upgrades / offtake agreement / potential increase in output (like Altura - when resource is defined) / finance in place. Not accounting for any other asset doing anything - Portugal alone will be a rewarding play :)