Member Info for MajorOak

VIS this is great , but even me , the ultra positive , knows it means nothing in 2-3 years when production starts of any kind ? The prices could half because of something we have not seen ? Who would have said 2 months ago that they are concerned or even thinking about nuclear of any kind. That being investing in or worries about ?

Tin , Nickel, Copper ... its noise. Bottomline mate on the day in 2024/25 is what matters.

Nothing being posted about the killer hydroxide plant up north ??? Amazing nobody has even mentioned it.

Whoops a correction. Sweden are asking about NATO but it is Finland and Georgia who want NATO asap.

PS - my porfolio is in tatters BUT other than bombing the factories , mainly in the US , then my investments should provide a quick bounce back...I hope.
Still want to retire in 2 1/2 years.
£500,000 profit is needed.

I STILL BELIEVE and have cash ready to buy low.

Hydrogen markets flying in thin air as the rush to tech continues. Bull rush but wait for the dump like 2020 late summer .... Crazy rush to hydrogen not making sense imho. Seen it and then people realise the pipeline of contracted work still needs 2-3 years to bring to each client in many cases. That penny hasnt dropped and the media is awash with pro H2. Here from ITM forum... Linde take out ITM ? I think JP Morgan gave ITM long term £3.00 only 2-3 weeks ago along with a scathing review from Seeking Alpha. Still the herd rush in ?

Be careful !

"For our newer readers. Linde have sole rights to sell large electrolysers from ITM world wide.

Linde sold roughly $2 billion of H2 last year and have announced a few large installations recently of which the BASF one in France is by far the largest and is grey hydrogen. They also are installing a ITM unit in Austria to go live this year.

The Austrian unit is coupled into the mains not any green energy source.

Linde by negotiating this JV has taken ITM out as a potential competitor and is ensuring that ITM does not grow and cannot help with climate change.

We seriously need to pressurise ITM board to shake this business up.

I've been with ITM for 12 years now and I am genuinely frustrated by ITM's and Linde's cynical lack of action."

Now its Saturday , and we are locked out until Monday.

Strap in for next week. Putin needs a good week after a slow and bad one.

Sweden and Georgia now rushing towards gaining NATO cover. Putin WILL HATE this. Expect actions on this in the next week to 6 months.

Putin is not rushing , not using maximim troops nor the multitued of weapons he could and will use.

This week will be a clearer week I think as to his tac tic's and aim. The past weeks bombing of civilian mass housing IS a big step up in intent towards total mass carnage. They have advanced tactically in the past 2 weeks. Yes, the Ukraines are fighting SO hard, but its a bit like 2 boxers. Often one will let the other fight so hard they burn themselves out and in rounds 8-10 they then pick off the opposition.

Thats my gut feeling. All the media focus on migration really is to be expected , but we have seen nothing yet. People leaving v total distruction over weeks/months will be huge and nothing we have seen....yet.

So inflation will keep on rising, supplies to our uk shops and prices will rise quickly, we will feel the pain.

Doesn't sound like its going to be a good time to be investing.

You only lose money if you sell.

Be careful jumping in on what looks like a bargin.
We may be surprised at the depths Putin will go to.

Odd. Nevermind , the market will now hit the fall again as putin circles most major cities before having a 3rd meeting and saying surrender or the cities get bombed to shreds. That will be for next week.

Just a side point. Inflation numbers will kill off any growth on the markets especially if / when putin cut the gas.

Food, energy , transport will all be high in our media and worrying the bejusus out of most so its a hold tight situation.

Build up cash to cover life expenses and build up a side pile to invest in the bargins. Again you could lose most of it , if things get even worse across the Baltics - my next theory....

But keep those finances as tight as poss. Either way you may wish you had cash in hand too if putin starts cyber stuff.

Hope not but if i am thinking it bet ya bottom dollar they are

Cheers Toneman.

Seems a few are selling generally in the market and reducing some risks now, not Nel I add.

Read US coverage and they are seeing investors buying year lows , bouncing up but the true market may look much deeper once inflation kicks in which it most certainly will and any weird stuff Putin does which most is on the table.

Just saying be careful. What do they say ? Dead cat bounce ?

Both bid & ask lower at 24p & 25p to buy.

Mid price 27p .... News ?

VIS & Chopper thank you for the kind posts.

Very very time short.

I see a declared seller today rns.

Not sure I am that bothered as this is not even started to progress much as a share to the sp on first production of tin.

I will be keenly waiting the cl listing and have money aside.

I hope we get chance to buy in to the new company sub sp of the time discounted by approx 20%?

If not my cash will go in no matter what.

It would be great to link up some tin & copper results to the cl announcement and keep the PR high in the press. There will be a hell of a lot regarding the lithium.

Tin & coppper should become a bigger factor to investors who then choose to move to full lithium holding. That will clear out those who want the lithium exposure.

Unlucky - teehee - before you say it. I will still retain a holding of CUSN and will be glad to hold for the TIN.
Daft not too.

If Putin could send a couple of smaller intercontinental's over here maybe we could get to the tin quicker via opencast mine. Yes a joke, but not one that is that serious. Ukriane looks like getting hit hard, so god bless them for daring to stand up to Putin.

Hydrogen markets flying in thin air as the rush to tech continues. Bull rush but wait for the dump like 2020 late summer .... Crazy rush to hydrogen not making sense imho. Seen it and then people realise the pipeline of contracted work still needs 2-3 years to bring to each client in many cases. That penny hasnt dropped and the media is awash with pro H2. Here from ITM forum... Linde take out ITM ? I think JP Morgan gave ITM long term £3.00 only 2-3 weeks ago along with a scathing review from Seeking Alpha. Still the herd rush in ?

Be careful !

"For our newer readers. Linde have sole rights to sell large electrolysers from ITM world wide.

Linde sold roughly $2 billion of H2 last year and have announced a few large installations recently of which the BASF one in France is by far the largest and is grey hydrogen. They also are installing a ITM unit in Austria to go live this year.

The Austrian unit is coupled into the mains not any green energy source.

Linde by negotiating this JV has taken ITM out as a potential competitor and is ensuring that ITM does not grow and cannot help with climate change.

We seriously need to pressurise ITM board to shake this business up.

I've been with ITM for 12 years now and I am genuinely frustrated by ITM's and Linde's cynical lack of action."

$NEL PT raised to NOK 11.40 (€1.16) from NOK 10 (€1.02) at JPMorgan - Underweight (uc) https://t.co/ylS2WQvdjt

Just be careful guys. Fast move back to NOK15.00

Great but thats near 50% in just over a week.

Just be careful.

As you know I am lithium & hydrogen. I live within 3 miles of most Derby based nuclear, power and R&D research centre - s including NANO which has huge ramifications for fusion.
I am very time short due wife losing eyesite so not posting much nor doing anything like my normal research.
Living where I do I KNOW I can be invested for 2-5 years without a problem - other than world war + killer cvd strain.
Its just time for Cornish Lithium as a whole.

Invested fully and have £30k for CL listing ... any time now ?

Fira, for sure hydrogen will have its place.
Having had feedback from NEL CEO the competition is strong, wild and many start ups claiming great things which concerns him as they hack away at getting a contract & press at the expense of margins.
My basic advice is go for the larger more advanced companies only. They are building capacity now and have the cash to buy up the tiddlers when the market stresses hit because the sold their soul.
Extremely difficult to advise at the moment as inflation & ukraine are clear issues which directly hit any manufacturing costs .... along with our old friend covid that has not gone away.
I am now back to half in cash.
I dont get Putin's lack of troops ! This kind of worried me that cyber and larger mass destruction devices may be in his plan. Why invade with hardly any troops , looking at the size of ukraine ? It doesn't make any sense? Its almost like he wants NATO to come in give him an excuse? If so its either a massive blunder on his part or it could be bad and thats going to hit us in ths market big time.
Maybe its me but many will say he will lose and fail quite quickly. My gut is saying if thats all he's got then why not bother with all the undercutting and cash payments to control ukraine like he was doing.
Its not making sense to me so I reduce my risk in the markets accordingly.
I still hold all my US holdings that bounced very well lastnight ??? They only have US factories to supply REE's and lithium from within the US and fo not rely upon China or EU money too much.
Hope that helps.
PS still holding half my CUSN and waiting to pull the trigger on adding but when I feel happy with the wider issues not because I guess that a low price looks cheap. Rather have a solid platform to invest in place. The US backing is quite warming though , but it makes us stand out to Russia too for cyber.
Good luck. Easier to lose money than build in these markets.

“A few days ago, I said that the Russians were not crazy and that they would not attack Ukraine. I admit I was wrong. The irrational decision of the leadership of the Russian Federation will cause significant damage to the Russian state itself,” he said.

“I believe that it is time to resort to far harsher sanctions than originally planned,” he added. He called for the exclusion of Russia from the SWIFT international banking and financial network.

“Lunatics needs to be isolated, and we must protect against them not only by words but by concrete measures,” Zeman said.

Well that will **** Putin off , nice one Milos. Keep your head down and back the EU & US dont tell Putin he is a lunatic or has gone full tonto. Sure fire way to make him look at you and the turncoat tac tics the Czech leader has. Was a commi, not now. Hmmm not the right message to send out to the fruitcake putin

Colin , I will not use those words you used. Been round enough to know these forums. People never like someone coming on and pointing out a clear a present danger to their money. I get it.
I dont get people ignoring it and telling folk to go away.

VW have simply not invested yet after 3-4 years of sitting in room. Is that normal when they are spending millions in Europe and US already securing their lithium supply chain.

Why ? If CEZ are the big cheese then why have VW not jumped in to buy supply only ?

Why has the Tin offtake for Asia not signed , the one that was cleared in 2018-19 ?

The mine should have been open in 2021-22. We have not even got a DFS yet ??? Blows my mind.

10mt + lce and I have consistently said this from 2018.

600,000-750,000t of tin. Consustantly said that.

What the heck are they doing ?

I could have dug out a few tons out by myself by now.

EMH simply blows my tiny mind at the slower than glacial progression. Saying sloth like is an insult to a sloth. It really is pathetic as is my post !

But the above cannot be ignored ! Putin will take Ukraine and NATO will enforce troops and defence capability in the northern old states of the Soviet Empire of 1997. Putin has this as his line.

So how do you think Putin will react when NATO strengthens ? He sees it as a threat like Ukraine and he really doesn't give a f.

Sorry, but Europe really is open...

Throw in any China moves and Putin / Xi will scale the pressure up not down.

Hey what do I know ?

Some one in March 2021 said take off - S by late March Mid April. Still waiting a whole year on.

Vulcan have built a processing site for lithium in the same time and got VW, Sellantis and many other big deals through. Its just embarrassing. So am I no I mean its embarrassing in having to point it out der.

Long term holders fingers crossed for you guys you should have been treated way better for your loyalty.
Including you colin. No hard feelings but I ain't going anywhere. Just filter me if you dont want the truth.

Russian President Vladimir Putin announced a military operation in Ukraine and warned other countries that any attempt to interfere with the Russian action would lead to “consequences they have never seen” https://t.co/4WLxzoerVX https://t.co/tGIHBQqBcc

Putin "Anyone who threatens us will have never seen reaction like this ever".

Who would have thought yesterday he would be bombing Kyiv 12 hours late ?

Just waiting now for China to build towards Taiwan...
Watch this space.

1997 and I am not shouting. Maybe NATO should have listened on Tuesday.

https://www.politico.eu/article/war-russia-ukraine-latvia-mounts-border-watch/

28th Jan 2022.

Most have been caught out by the strength of atteck in Ukraine overnight.

NATO will now enforce the north as the north. Poland, Estonia, Latvia, Lithuania will now have to enforce requests by these countries of help.
NATO adding as a support of aid to these countries will be seen just as Ukraine will the be put under the same catagory in Putins eyes as agressive action. You should now know what he thinks to NATO being in a country and strengthening.

Be under no illusion is the success will now have 1997 map on the table.

The West will have to step up.

Sanctions are worthless now. Action on the ground has now been activated.

The fact Putin has been what we would call extreme to him is simple war and protection of old Russia.

He has been told there will be a big cost on any military action. Last night shows he does not give a jot. Comeplete disregard for anything the West has told him. Terrifying for Europe. I bet he is purring today as he knows we do not want to stand out ground and fight.

A white flag to Putin has been hoisted, sadly.

A calm question full of detail and no caps.

Why is emh down ?

Its the biggest lithium mine in Western Europe , THE most important asset in Europe ?

Still kc is about to release the 2 year planned DFS ? Must be big ;-)

VW bound to buy so why the drop ?

Toneman. If you were leaving a company had 2 million shares probably up 200% and Putin is getting ready to cause trouble, inflation hitting hard plus covid isnt over with doubts about many things, would you risk losing £250,000+ in the swing of his profits alone ?
Whats to say his new position doesnt earn as a pay packet more ? So why risk holding those 1 million shares. I 100% dont blame him, every day all he will do is assess NEL risk on every decission. Cant be easy at the mo with cvd & inflation and movement of trade.