Member Info for MajorOak

12% up on adilution day Friday ??? Why ,teehee

Canada pulling advanced shares over to TSX as premarket orders are placed in London

Canada pulling advanced shares over to TSX as premarket orders are placed in London ?

Cornish metals £40m - 244m new shares @18p HAS been confirmed by shareholders in Canada overnight. ?
Tues pm 24th May they are issued so I would guess give it 7-10 trading days so after 7th of June things should settle and ?? rise back towards 22-24p.

The money goes towards backing the generators to be swithced on to run for 18 months of dewatering the Tin mine shaft of South Crofty only.
South Crofty is the old historic talisman mine shaft that has always produced high grade tin.

They are targeting S Crofty to get the mine up and running asap 2025.

By end of year they hope to start to drill the higher parts of the seam that have dewatered to get some early indications on expanding the tonnage already there thus being able to raise the final monies to go to final decision on viability by 2025 or not.

Very likely the tin price will still be very high so production from S Crofty 'should' happen.

CUSN is awaiting news on the last 4 months of drilling which they have yet to release then the news of dewatering actually starting comes ( surprise ?? ) now the money has been raised.
Scratch my back .... ??

Anyway for the next 18-24 months it should be straight forward now they have the monies. ??

Fira, he is free to buy at any price but he has signed to supply cash for shares @ 18p and the shareholders passed it.
Any further drop is a gain for anyone to buy in. Someone said - not that it is financial advice as we know - that if 18p is good enough for Mick then we are propable not far away? This is just conjecture, but has a % of possibility around it.

CUSN are waiting for drill results - imho kept back ready for this drop to 18p & in June , so 10 trading days approx the actual generators will be switched on to start dewatering a mile stone moment.

Then as the high points of the tin become viable to drill after drying out drilling will take place to test and improve lode data.

I thinks thats the rest of the year covered?

OH - THE CORNISH LITHIUM LISTING IN AUTUMN ONLY 4-5 approx. If you are not in or are on cut holdings here then you are diluting your possible holdings / free / cheap shares to be offered in CL.

Now the big money has been raised and shares due to be issued next week, the foundations for 24 months are pretty much in place.

US backers, Canadian Institutionsl shareholders in to boot.

Fira , nothing to stop it. Just think sub 22p then 18p then 15p , 14p then your stops are around 10-11p.
I will , if given the chance keep chipping in.

CL in Autumn will put the cat among the pigeons.

Any Gov pressure and investment.

TESLA factory in the UK....might move the dial ;-)

Just shy of £10,000 I bought today. One tranche 9.30 ish the another£4,900 around 3pm.
If it drops again tomorrow to around 15p ( doesnt look like it at the mo ) I will top up again.

Topped up as the sp drops below the dilution per share level of 18p. This could easily drop further as market info gets worse and worse, however it is ALWAYS the long term picture not the daily news which really matters.

IF anyone in government has half an ounce of grey matter , CORNWALL - ALL projects - are where our UK assets are. Some are less costly than others but if the Gov do not start using this as a "J Edgar Hoover" moment and drive employment and develop asset structure / supply now, then they are bonkers.

Imho the worse the country gets, the bigger the public kick back, the bigger the public kick back the more pressure and hopefully the circle of pain pushes the Gov the free up finances to rapidly progress ALL UK electric, hydro, solar, hydrogen projects to make the UK not only a much more friendly carbon footprint and a leader in innovation.

Cornwall has a lot of the metal required. "Get it out the ground - in a greener way".

I will continue to buy those stocks that hold advantages in these areas globally or with specific aims within safe countries.

A great opportunity to re assess your porfolio for the next 5-10 years. This is the correction of 2008.

Lots of pain - yes and sorry to anyone who is really getting hit.
Lots of pain - hopefully for the MP's who should feel the boot up the backside and the REAL THREAT to being able to walk down the street without being abused ( verbally ). I hope they finally realise just how poor the UK is and not just the 5% who buy up 2nd & 3rd homes.

Those who are older will remember 3 x salary to buy a house. In the Midlands its around £30,000 at most as an average. £90,000 + £9,000 deposit.

You try and buy a house round the Midlands for £100,000... The houses round me are up 300% and I live in an "average normal estate".

Its all out of kilter not just North South divide.

Pain will equal change. For better or worse I dont know but I hope for the better.

Fira
I know Talga will be providing graphite/graphene tech and using the high tech on anodes at Warwick.
Graphite/graphene supplied direct to the midlands.

Versarien also use Talga supplied test materials direct from Talga.

I was an area I was in to in a big way until the chinese put in fake students and engineers in to Manchester Nano building full of several companies and their secrets. It then became clear we cannot trust anyone so as an industry its virtually impossible to do deals without giving away the IP secrets.
At that point promises were always missed as they talked to lots of global companies but never got the big deals over the line.

I have had talga on watch and get monthly updates.
Ozzies in Europe so they think we are ok to deal with.
Have no fear on the graphite graphene.
The biden deal US to UK lithium will also include tonnage of graphite for all the SW, Midlands and N E buuldings going up in readiness for the battery explosion - wrong choice if words lol ??? Haha.
Circles within circles.
BNW Merc Cat Ford Tesla Nissan Rolls Royce - RR NEED TONS of nano material and trust me there are ten a penny round Derby and surrounding cities inc L'boro nuclear facility. The mini reactors soon to hit the market are nearly there. They use tons of nano.

Just for the nerds when I mean tons you know it spreads SO thinly to get to 1000 x steel strength so it goes a very very long way. 1 ton of paint would spread over royghly the same area but without the steel strength of nano.

Anyway i prattle on. What we really need to crack on with is our own lithium source for transport and get the tin out the ground while the rates are good.

I bought more yesterday, not lots but will wait until the end if may to see if it drops below 18p with an eye on amything sub 20p for a large buy. If I get an hour at 15-16p it will be me buying in big ready for rhe CL deal.

???? Big update to Defense Production Act:

US now expands definition of “domestic source” of battery raw materials to include UK ???? , Australia ???? and Canada ????

You do get a feeling a new industrial trade bloc is forming for #EV - lithium ion battery supply chain

@benchmarkmin

Well that was lucky. When I topped up on Hexagon Comp & Purus it was during a flash crash. Pay ya money and take a chance. Lucky me.
https://www.wsj.com/articles/flash-crash-hits-stocks-in-europe-11651504299

Hi RAS.
To be genuine I have only added to my Hexa Comp and Hexa Purus positions and bought Nikola on the drop.

NEL will supply the deals that are and will see profit, revenue and orders only increase through the year.

One main reason was Hexa Comp & Purus only have 200m in issue, so take much less to move the sp dial.

I am STILL 100% behind NEL but feel I can make quicker bang for buck and hit my 55 year retirement quicker.

Sometimes the smaller companies move quicker than the huge global ones. I was expecting NEL to move prior to official heroya promo. It didnt and thats when I sold out to move to NEL held investment sister companies which are getting deals but the sp is moving more. Disappointed that the heroya advantage has not been bought up to take you guys to mid NOK25.00's ? My gut told me to move sideways so I did , but I do not understand why NEL cannot seem to hold up above NOK14-16.00 and as it should be .... back up above NOK20.00 no problem.

Most hydrogen companies have and are being hit so take a little comfort in that.

If you believe in the sector spread the risk if you have time and NEL would be one for me in a 3-5 year window but I am down to 2 years and a couple of months so I am applying more risk than I would normally BUT they are now companies making and supplying rather than a mine which may open by 2024-25. I hope my strat and + risk pays me off well.

I also dont get why ITM are getting battered !
I dont hold but look at them as sector comp BUT good comp that should be a £6-8.00 share by year end ? Many keep saying £3.00 is the buy level.

Might put some profits back in to them once I am near my target.

Keep posting , I do keep reading but my wife is very poorly long term so another reason to try and superboost my returns , fingers x'd.

If I read anything positive I think you guys shpuld know I will still post as and when.

GLA

Nel hydrogen company & factory information released yesterday.
https://www.tu.no/artikler/nel-apner-ny-elektrolysor-fabrikk-planlegger-allerede-firedobling-til-2-gw/518969?key=3P6T8942

US hydrogen hub. Tick.

Fira , hydrogen is bulk. Its easy to create and by scale ie North Sea Gas/Oil bulk.
It is already being tested within the uk by several companies to blend with natural gas and remove about 30% of the need for imported gas.
It is way way beyond anything Cornwall can offer at expense v reward.

I add this is purely about energy. Hydrogen will get pulled in to the electric battery debate which has its merits, but much more so in large volume users ie trucking and in bigger countries like the US, China, Australia etc where hub and spoke supply will be created.

Easy money to invest for the Gov to help big industry.

I see the benefits of being able to supply the uk with its own metals to build within the uk too, but its more a case of starting wider and then feeding the cheaper mass energy down to specific projects like CUSN.

I've a mix of lithium, hydrogen, battery manufacture and recycling making up quite the majority of my porfolio.

Hydrogen investors SHOULD look at the "as near green" hydrogen for the long term length of investment and most certainly the bigger grants, loans & investments near term. Go green quite literally.

The carbon footprint drives new money coming to market. Look at Musk, who and why he is picking and choosing certain energy linked companies.

BINGO.

My very final post.

I have enjoyed those who have posted in good faith and it has been one of the best forums with very little anger and trolling. Plenty of information has been posted and updated and even given heads up when Nel's own website does not refer to new potentials they are linked with.

I have moved all my money now to :-

Hexagon Composites and added quite a lot to Hexagon Purus.

Both feed off supply from NEL ;-)))

If Nel can increase output, it will generate so much more money for the two above.

With both Composite ( including the fact they own Hexagon Agility USA targetting ) and Purus any increase in gas volume will increase all 3 businesses.

I am retiring in 2 1/2 years. Just want to superboost the potential. Nel does seem lathargic but make no mistake Nel will increase in value and become a global leader but probsbly a year or two too late for my own personal ambitions. I take more risk, but based on Nel's strength and solid management.

Good luck all and 100% NOT FINANCIAL ADVICE. It is to fit my own personal circumstances.

NEL IS A BUY ! Long term.

Upfrontfromhere.

Well today I am being up front after a quiet month from me on posting.

Upfront. An article came out in the last few days about the lines now being drawn WITHIN hydrogen classification. Grey Blue Green. The serious money is looking at the greener end as long term investment. It makes sense as grey or even blue in 5+ years may be seen as "dirty" to improved tech pushing ever "greener" hydrogen.

So the point I asked Jon Andre Lokke on regarding Yara and the Heroya fertilizer plant across the road.
I put my hands up straight away now and say I was the one who was extremely excited by the possibilities of ammonia and it being SO close to Heroya factory.

Jon replied the costs involved were too high for Nel and NOT what was part of getting hydrogen down to USD1.50 and below. Impossible with the costs associated so Nel let it go with good luck to the buyer.

The article this week confirms this hypothasis.

Now I have an example of Nel turning away from certain types of easy money in favour of pure green - BlackAdder ref for the older ones , wink,

After 3 contract wins this week and the cash raise for the new to be announced factory , the sp although it will advance is not moving as I would like.

Yesterday I did some serious research once again to try and pull apart my own previous research , now in the knowledge of the last 30 days and proof of Nel's laser aim , I have made a big decision.

I have sold out of Nel at a profit , as many will know for 2+ years I was about the only one posting on here and thus shows I was in early. I have made good money as my investment was quite large for a private investor.

So I say bye to all the long term holders and genuinely wish everyone good luck. Nel will rise and become a major player or even may get bought out ?
All the best and I hope my years of posting and the rise to 34.00 brought some good profit taking ops.

Kind regards
MajorOak - ( RobinHood ).

Tak CornishK. Just musing while we wait through the dilution drop and bounce. Only natural.

Cornish & Vis , levels upon levels as most often seen in developing business. Each step needs more investment. The normal path is being followed as per raising money but it does concern me of the CL offer ? What terms will the pi get when they list ? Not much chance if this is the example ?

I noticed the UK taking a 20% stake in Sizewell.
How about backing the tin, copper and lithium industrial supply and making a buck back on those shares they buy ?

Seems an obvious way to back a company in our geological location which needs to look after ones own interests?

I'd like the thought of that. Major US backers ok , fine but no control of some exports ?