Member Info for MajorOak

Still nobody posted the news ?

Just a bunch of sp watchers and oooh up 2p or down 27p like I say. If i'm MO or thEO who am I really ???

Where is the master investor MO or ThEO...hmmm who and where are we ?

Nobody posting though ..... just tumbleweed ay thEO. Helpful , very helpful and where is MO with all his info ? He has 3 reports on new gigafactories in the UK.

Nothing on here and obviously thEO running scared that the news will flow and sp rise accordingly.

Ssssh. Dont tell anyone lets keep it dead on here while I buy more on the cheap and trade you guys over ?

MO was always 3 steps ahead in his thinking. 3 steps too far ? Fortescue Pilbara AND .... Hot potatoes and jumpin jacks.

News from Oz ?

Hi vis.

Fortescue uk.

Are Fortescue not involved at P Hed ?

Nobody picked up on this yesterday. ??? Nobody shares info

Hi China,

Unfortunately not me but mica was my thing back in that time slot.

Keller, Brisbane was my friend. Gold mine owner and major shareholder in EU. Seen all the maps , photographs and mine spec. He knows his stuff its ALL linked to Cornwall via Westphalian.

Low mica rock is where the 2012-18 thinking was.

New tech and imho brines concentrations up the anti big time. Proven at scale and the UK will be a global resource in itself for itself.

Cut my posting right down as I've given up trying to help here. However, like vis stay in touch with the important posts and moments.

I'm going nowhere other than keeping my cards close now 8-)))).

Patience is an action and we are currently holding & buying as an action.

PLS as always is my view maybe VW / Stellantis as a 3rd party. 50/50 is the bet to play.

80% stake in British Lithium. Great move.

Its kind of what I think will happen here but as PLS say 50/50 split on their next deal.

Seeing the article really gives me a certain amount of confidence that the big guys will bought up , out or be part of the best alternatives.

Lithium hydroxide IS needed. And soon.

CL is Cornish Lithium. IPO was due last year.

CUSN tin tin tin nothing really to do with lithium , BUT had royalties linked to CL using the land which is licenced by CUSN.

For what its worth this is getting cheap.

In my experience -we have not seen the global crash or shorter term plummet yet so make you're decisiin based on assets the company can sell not necessarily the short term potential.

Over the years these types of projects or mine assets get bought out by the big majors if its of global quality. If in the mid size/grade its the funds which invest for the potential rather than total asset bulk.

Here imho myself and other lithium bugs have invested for the lithium spinoff potential with the full knowledge that there is TIN by the ton backing up the share price which many investors get turned off by as its not sexy. Lazy investing for many.

I think we have seen a slow sell by the investors wanting exposure to lithium in the uk? Safe option rather than the weirdo world of "anything could happen" in Africa or S America.

Tin here all the way with Copper and some Silver and other bits and bobs, but Tin all the way. Invest here for that with a cherry on the cake of lithium?

Right now for the off piste.

Lithium in Cornwall IS low grade rock. FACT.

Lithium in brine form IS way way higher. FACT.

Until DLE technology is totally proven ( lithium carbonate has been "tested" to be workable and shown at very very very low weights but high grade here with CORNISH LITHIUM not CORNISH METALS which you are investing in here ).

Once the bad myths and rumours surrounding DLE are removed , then and only then imho will geological lithium in Cornwall be accepted by larger miners , majors and car manufacturers as investable.

BRINE to my research is the bulk and grade needed for top grade investment for Cornish geology. Only when brine is fully showing its true potetial will CL fly.

Here its a slow dewatering process towards huge high grade tin deposits. FACT.

It can be speculation only at this point by funds and limited at that due to the nature of when the return of equity horizon is and the costs and industry projections inbetween now and production that matter. The rest is noise. Personally the start of dewatering is not exciting. Its part of a long process.

Put a ton of pure tin on a table infront of me after first full production and I would be excited + probably have a good profit bagged to.

Drops on stocks in the S West across all sectors and N East where there are some huge projects getting battered are just bad government understanding, lack of government support due to no money and a global world which has changed since Putin hit the world with inflation, which I add is still not high yet in my honest opinion so things could and probably will get worse for the forseeable year or two. Even if Putin goes , who fills the void ? Things out of our control could get quite hairy yet !

Fingers crossed

With such weakness being shown by UK Gov and the whole Hsitstorm of BV site, blink and the Australian miner will hold some major cards at a cheap price.

The UK Gov environmental policies clearly in tatters , prceedures of due diligence and over extending in a global downturn all providing nerves for us all.

However I am calm in the knowledge that there is strength in demand in this very specific end product.

Hang in there.

Patience is being tested but it is an investment action so by holding you are actively making a decision.

The tiny bounce today is a good marker for £1.40-1.50 range.

"It is believed Pilbara’s next processing agreement would see the company initially asking for a 50–50 JV.

The company is currently expanding its Pilgangoora lithium operation in WA from 580,000tpa to 680,000tpa of spodumene production capacity (P680 project). This will pave the way for the P1000 project, where the goal is to eventually achieve 1Mtpa of production by the 2024–25 financial year (FY25).

A $560 million investment as part of the P1000 project leverages Pilbara Minerals’ P680 advancements, where the company is establishing additional primary rejection and crushing/ore sorting capacity. To reach 1Mtpa, Pilbara will complete a series of upgrades on the Pilgan plant’s concentrator."

https://www.australianresourcesandinvestment.com.au/2023/06/27/pilbara-minerals-expanding-downstream-potential/

however, canberra’s target for more investment is well below the billions of dollars the us will spend to boost its critical minerals industry under the inflation reduction act. king said that while she understood calls for even greater funding, a$500 million was “nothing to sneeze at.”

“we can’t outspend the us,” she said. “its investment in the inflation reduction act is really important, but we don’t have an economy of that magnitude to spend that much money.”

yep as i say as majoroak the australians are coming , but as i say as theorist wtf the australian gov has f all ???

a$d 500m for mining ??? pennies. crikey thats the government of australia.

i'd be real naffed off if pilbara crash my gov party with the a$d 2.2 b i l l i o n dollars and start buying up their supply chain , god damn ****y b@#£@ds with all that cash !!!

albemarle tried it and got told to go f themselves with lionstown. why would albemarle want that pile of poop mine ???? blooming usa ira money trying to buy up australian supplies when pilbara - one of their own could buy lionstown...

i'd be out of alk tvl and the dream of port hedland which has no benefits because its all lies. majoroak keeps posting all the good things he dreams of with no proof.

https://www.mining.com/web/australia-cautious-on-chinese-investment-in-lithium-sector/

so china can go and do one , who needs china when australia can build the alps out of lithium, copper, iron and whatever the panorama of an alps skyline can be ?

mo would not get the ozzies just mining and pilling up the goodies to keep in australia so they can get rich and alk & tvl miss out ???

i'm the theorist and know its all a scam. australia want to keep all the lithium to pave the roads and pathways in white gold.

good luck holding here mo.

MO its just drivel.

https://www.australianresourcesandinvestment.com.au/2023/06/22/developing-the-worlds-second-largest-lithium-mine/

I dont believe this is true MO. Now way could they only make £115m by March 2021 and by March 2023 have $2.6 Billion in the bank. Why that is just not true. Stop lying MajorOak and get a life.

I'm Theorist and always doubt what you rampers put out. Just leave us alone MO.

"As production jumped so too did spodumene prices, and after a 21 per cent quarter-on-quarter increase in Pilbara Minerals’ cash balance in the March quarter of 2023, the company ended the month of March with $2.68 billion in the bank. At the end of the March quarter of 2021, Pilbara Minerals had only $115.7 million in the bank."

What do you mean Major ? I'm Theorist ?

As Theorist do not expect this to make one jot of difference as once the door is open you WILL find nothing !!! BLACK BLACK BLACK PAINT

https://m.youtube.com/watch?v=XSqBwZz2GFo

Https://www.mining.com/us-doe-draft-report-reaffirms-urgent-status-of-six-critical-minerals-including-graphite/

Hang in it will all come good.

Morning VIS. I have not lost the plot. Trying a new crazy test. US critical minerals have 12 projects named. Damned if I can find them though. 2 major projects to be declared by year end.

Norway released their own Critical Min plan overnight.

Jus look at the carp companies I'm fully invested in as my alterego Theorist, they are all down and failing.

All lies .... HZM, Pensana, CREO.L and here it this sesspit ALK. To be honst as Theorist I really dont know why I've invested or even kept my money in when I know its all going in to the pockets of others and not mine.

Well as Theorist its my duty to tell you 18 months ago I predited and proved that these would all fail.

Look I AM RIGHT and MajorOak should be ignored, banned, filtered and shot as as Theorist I posted lastnight. MO is a bad bad apple.

As all my posts say in writing SELL sell sell out as Theorist I'm telling you you are wasting your money.

Hands up MO you've been caught by my theories because I AM SPARTACUS the leader of the free, periscuited by my enemies to hide in a corner , learn my lesson and be bullied in to submission. As the REAL Theorist this should not be allowed to happen at the hands of the olde world Roman, MO.

MO , you dream of being me.

Hold on I am MO and Theorist all in one.

Darn now I'm even confusing myself. Guess I'll advise filtering both just to make sure I AM RIGHT finally.

MO is Theo filter both.

Australia cannot compete with China. You're all dreaming. The UK has no chance of success. Bin the lot and youre pipe dreams. ALL UK companies are screwed. I'm Theorist hands up !

https://www.livemint.com/industry/can-australia-break-china-s-monopoly-on-critical-minerals-11687336533372.html

Myself talking to myself. I would agree you daft do and so. Ok you've called me out I am Theorist.

Back to my Creo link on buying out ?

From Australia overnight

"Announcement

European Lithium Acquires Austrian Lithium Projects after DD Sampling Shows 3.98% Li2O

HIGHLIGHTS

Acquisition of 100% of the rights, title and interest in the Bretstein-Lachtal, Klementkogel and Wildbachgraben projects (Austrian Lithium Projects) completed after a satisfactory Due Diligence process

Underexplored areas covered by exploration licences that total 114.6 km2, targeting lithium with known occurrences in the Styria mining district of Austria

Strong Li2O values up to 3.98% Li2O reported from the Due Diligence sampling of spodumene pegmatites

Consideration of $250,000 cash, 2 million shares and 2 million options in the Company

Company provides update on the completion of the Transaction and NASDAQ Listing

European Lithium Limited (ASX: EUR, FRA: PF8, OTC: EULIF) ((European Lithium or the Company) is pleased to confirm it has completed the acquisition of 100% of the rights, title and interest in the Bretstein-Lachtal Project, Klementkogel Project and the Wildbachgraben Project (together Austrian Lithium Projects) (Acquisition) from 2743718 Ontario Inc. (Ontario), a subsidiary of Richmond Minerals Inc. (TSX-V: RMD) (Richmond).

Tony Sage, Chairman, commented: “We are pleased to complete the acquisition and add this highly prospective lithium ground to our portfolio of European projects. The Company intends to commence initial work focusing primarily on the Bretstein-Lachtal Project area.”

M&A picking up from Australia but I hope they are not the "new" China , god help us. Maybe they don't realise that lithiumis not everything MO ???

You wacko , MO you are on filter mate !!! Oh and sell out here before it hits 27p.

Posted by Theorist today :-. Is this not what I am already saying about ALK and offtake V buyout ?

"IntuitiveToday 08:46

We know that Creo is partnered with Intuitive, which has sewn up over 90% of the world surgical robotics market. Intuitive has a market cap of $115 billion and trades on a P/E ratio of around 100. Incredible numbers. It would seem that the Creo suite of instruments offers Intuitive genuine and real advantages, certainly this is what Creo itself is saying. That being the case it would be no surprise if Intuitive took out Creo, particularly given the opportunity to do so at maybe half Creo’s peak valuation. Or looking at it another way it is almost a concern that they haven’t!"

It is my concern that the site TVL hold is not being bought out for processing by a Major in lithium mining OR major in battery / EV manufacture.

Good to see you can have the same views as me.

Me and theorist are one and the same maybe ?

Maybe I am Theorist ... ?

Maybe I work for ALK ... ?

Maybe I work for TVL ... ?

Who am I to have the same views as Mr T ?

Theorist. You do understand Pilbara have ASD$1 BILLION in cash ?

I know Altura was 3 years ago and still they are involved with Pilbara and Recharge Industries.

" The boss of new Britishvolt owner Recharge Industries has set out why his company is better placed to deliver a gigaplant on the Northumberland site, saying it has lined up significant funding for the project.

David Collard, whose firm bought the failed start-up's business and assets from administrators at the end of February, has confirmed that an unnamed pension fund is in the final stages of agreeing a £2.5bn facility with Recharge and bridging finance of £60m is close to being secured with a financier. The New York-based entrepreneur gave an interview to The Australian Financial Review in which he set out reasons why he thought Britishvolt had failed.

A well understood concern was Britishvolt's lack of confirmed customers, despite some initial agreements, including with luxury car makers Lotus and Aston Martin. Recharge, which has called the gigaplant project a "massive opportunity" to develop North East skills and the supply chain, will initially focus on batteries for the energy storage market and says it already has an offtake agreement with a power company."

Finance for old Britvolt should be pretty soon.

Winter in Australia so business months unlike northern hemisphere from August.