Member Info for mac4671

"Chinese miners and battery makers team up in rush for lithium"

https://www.mining.com/web/chinese-miners-and-battery-makers-team-up-in-rush-for-lithium/

All of the astute know the Nickel content of the newer batteries coming out!

GLA

I agree Panino, well, there is also the part of a consortium angle as well, but, NN will be involved. Their plant and current spending there is the biggest giveaway imho

GLA

It's all in the AGM trend, no special powers are required -

29th Jun 2018 9:19 am RNS Annual Report and Accounts
13th Jun 2018 7:00 am RNS Approval of Monchetundra Mining Permit
24th May 2018 2:15 pm RNS Communications Update
23rd May 2018 11:31 am RNS Platinum Production Update
10th May 2018 7:05 am RNS Strategic Financing & Broker Appointment
10th May 2018 7:00 am RNS Mining Update From West Kytlim

20th Jun 2019 2:12 pm RNS Result of AGM
17th Jun 2019 7:00 am RNS Application for Tipil license lodged
10th Jun 2019 7:00 am RNS West Kytlim Update
3rd Jun 2019 7:00 am RNS West Kytlim Production Update
15th May 2019 7:00 am RNS Annual Report and Accounts

28th Jun 2021 5:57 pm RNS 2021 Annual General Meeting Results
22nd Jun 2021 1:55 pm RNS AGM Update and Shareholder Questions
15th Jun 2021 7:00 am RNS Rosgeo JV Update
4th Jun 2021 4:43 pm RNS Notification of AGM & publication of Annual Report
26th May 2021 7:00 am RNS Completion of US$20m financing for Rosgeo JV
20th May 2021 7:00 am RNS Private Placement of US$20m for Rosgeo JV
12th May 2021 6:08 pm RNS Potential asset sale, FSP & other updates

“Observation and study are necessary to achieve mastery of light and form.” - Andrew Loomis

GLA

Corporate calendar has it in June, every real shareholder knows that and it's now approaching mid May.

There is absolutely zilch people can do to deramp at this stage, they could have timed the entire sale to be a special resolution for this years AGM, we'll just have to wait and see. If not, company progress updates will arrive in any case, and, then, all shareholders get to put their questions to the BOD at the AGM.

If people are struggling to find something constructive to do, may i suggest starting to construct the questions that you would like answered at this years AGM, i'm sure many of you will have questions at this point!

GLA

Time is passing nice and fast at the moment ladies and gents, it's not long now until news has to start dropping!

GLA

"Alternatively maybe a self mining outcome could be achieved in a similar way as a worse case scenario." - That's actually the best case scenario, it would generate the far greater SP in the long term and a relevant continuous high dividend yield.

Of course, if you don't want the mine construction risk then you move on after the relevant feasibility studiea are done to have it ready for the construction phase. That appears to be where Eurasia are going with things, Monchetundra certainly arrived at that point prior to the FSP. It's a turnkey project, the buyer buys and instantly activates the Sinosteel contract to take it to production, there isn't an easier mining buy out there tbh.

GLA

Sorry, just set myself a new 10k PR haha

There's a whole life away from the LSE board!

Remember, the week is just young and it's a prime time for news to start dropping on the run up to the AGM. 10th onwards is the main window picked up from previous years!

GLA

Another member fully on board with the green change -

"Highlighting that India will add some of the largest capacities in battery storage, green hydrogen and green ammonia for our own purposes and for export, Singh highlighted that we are planning to have a capacity of 30,000 MW of Offshore wind."

https://www.timesnownews.com/business-economy/industry/india-most-attractive-destination-for-re-investment-power-minister-rk-singh-article-91292069

There is going to be a large requirement for Eurasia's wares in all and any situation!

GLA

Eurasia is all BRICS, it makes zero difference to us.

China also manufacture everything and sell it cheaper than anyone else, even with something being shipped across the globe. So, that supply line to the globe is never going to change tbh.

GLA

We'll definitely get an RNS this week however, due to PGM's now being mentioned, they'll have to clarify the current position for all shareholders.

GLA

It's almost an insane move Ohmni -

"The UK automotive industry is a vital part of the UK economy worth more than £78.9 billion turnover and adding £15.3 billion value to the UK economy"

Foot and shooting springs to mind!

GLA

Not Eurasia's market as Eurasia is all BRICS and it's a pointless tariff, could hinder the West car industry more than anything else.

Where are they going to get the required PGM's for their huge Hydrogen plans?. Do politicians even know what goes in to the products that they're trying to sell as their green energy plan?
They'll face battery issues shortly if they remain in place due to PGM's also now scheduled to be used in them.

GLA

*you

Who can tell who the shorters are very easily on here. Post a positive thread with third party verifiable links, satellite imagery and weather are always good, then, sit back and watch them scramble to post negative junk on the chat board. Once that is done you have your green bin selection in clear sight!

It's as easy as the WK expansion looks!

GLA

Last seasons production figures are indeed what we're waiting for. They should arrive on the run up to the AGM with other relevant figures.

The more you look at this years WK progress the more confident you become.

They could sell to any Russian or Chinese buyer without any problems. The Chinese need battery metals and need them bad. Their EV battery supplying is expanding all of the time, they require a constant expansion of relevant battery metal supply lines to feed that, Nickel being top any many lists.
The required resources only occur in certain areas globally and everyone is currently looking to secure their supply lines, they have no option than to secure tbh, if they don't they will stand zero chance in this industrial revolution.

All of the countries turning to Hydrogen will all require the relevant fuel cell PGM's as well, again, the resources only occur in certain areas globally. Without secure supply lines none of their green energy plans can happen!

GLA

No problem Portsmouth1, the next clear satellite pics should give an even better picture, snow will be disappearing rapidly now with the current regular teen daily temperatures -

https://www.meteoblue.com/en/weather/14-days/kytlym_russia_537392

That new oblong area could indicate a 4th washplant may be arriving at WK at some point perhaps? It won't take them long to clear that area and have it to the pay gravel either way imho

It's great being able to watch it expand via satellite tbh!

GLA

The best view of the new fuller mining area is on 2022-05-02 going by the calendar options available. They appear to be going at an absolutely crazy rate this season imho

GLA

At the other side of the road/track you can see an oblong shaped new area taking shape -

https://apps.sentinel-hub.com/sentinel-playground/?source=S2L2A&lat=59.53172857684957&lng=58.934783935546875&zoom=14&preset=1_TRUE_COLOR&layers=B01,B02,B03&maxcc=20&gain=1.0&gamma=1.0&time=2021-11-01%7C2022-05-07&atmFilter=&showDates=false

GLA

It's always good to see it come from other sources as well :)

We're in a great place for it all, it's just a matter of time.

They need all resources online and they also need efficient metal recycling to grow exponentially at some stage. A mine once, recycle thereafter kind of situation. We may not see it all fully in place in our lifetime, but, it should be well on the way to a cleaner and better environment for future generations if it's all done right!

Thanks for sharing the link!

GLA

Nice to see!

I hope you all have a great weekend!

GLA