RE: MajorOak10 Jan 2022 09:52
I take chinese supply to be a threat, but their quality is not the same. It is better in the last 5 years as Oz quality supply is now in play. Yes they have made lioh from mica but at a very much poorer "chinese graded" supply, yes supply was key turning a blind eye to the real quality of product. From my friend in Oz who is the main shareholder in emh. FACT.
Musk has said in public about not investing from 2021 , yes 2021 , so prior mining is not included, that any mine not hitting near neutral carbon footprint will not be invested in. He knows 'western' policies are changing fast so any country linked heavily with these western new values , will not see him getting planning through. He will not invest ' directly' in Africa ! He is not a green god, far from it he wants his billions, but he knows he has to been seen to be doing right. He knows there are places where he has to do things properly. Germany has taught him that and it has cost him in $.
Look there are things in my posts which do contradict. My bad. To be fair there are instances like BL who publicaly claim world first ? Who am I to argue ? These guys are on big money. Surely they know that a statement like that has to be right ? VW had samples from Cinovec in 2018. My Oz contact.
Cinovec had an offtake for tin in Asia 2018 fact. I know this from Oz friend. There are many things that you see and I see that are either BS to the max or we will never get to hear about. I will never invest in cinovec while the current set up is in place. Its a political nightmare including russia. Many will say BS ! I will say what you dont know can hurt you big time. Sometimes who you know not what....
All the best SW and I reply out of respect and yes hold my hands up to some of what I posted and stand corrected on a couple of bits, but in the main I stand by what my industry connections tell me. Lithium wise not tin although some of them deal with tin as a byproduct.
At 0.022c Australian as I said its a little gamble with Stellar. You raise very valid points, but the value...?
It will only make me rich to a low level, unlike CUSN which is a much much much better beast to bet on.
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