Member Info for mick88

.... Is there a crack appearing? I'm sure there has been pre news buys the last couple of times?

There is a place to discuss anything you like, anywhere you want🤷

Left, right, centre and populists all call it the same thing ....can you guess🤩

Welcome axelrod73....I have been with SAV for several years, and have always regarded it as the most promising of my five lithium holds.

The €110m commitment from the Portuguese Gov/EU is the icing on the cake, and for me confirms their intentions. As has been previously pointed out, the only down side at present is the second stage drilling access we have been waiting on for several months. This has already delayed the DFS, and it looks like it will delay it again (it's now due this summer). But when the planets align on this project, it will have a long way to run....GLA (on all your investments)

We are due an update on the DFS and timeline delays🤷

I doubt very much we can maintain the original (delayed) DFS now due to lack of land access? And on that subject, what is the actual delay🤷

Transparency please Mr EP.

IB, certainly a general good news story, and sure we could do with that. But more importantly we could do with some good news project specific🤷

It's time for EP to step up instead of filling in the gaps baby gallivanting around the globe to fill his time....we need news, or updates, or even innuendo. Just something about our project that keeps it in the (good) headlines to stop the SP doing it's normal slow sink after some positives.

Come on, let the world of know we are very much alive and kicking.

Stark reminder of where the EU is on their full industrial and climate policies;

Damning EU report lays bare bloc’s ‘dangerous dependence’ on critical mineral imports | Critical minerals | The Guardian https://share.google/EHvIfGDPdezAPERVY

Good one Sid....and supporting the LI story in 2026;

https://cleantechnica.com/2026/01/22/the-assumptions-that-broke-china-india-and-the-end-of-fossil-growth-models/

You don't have to look far to see why....China is purposefully increasing battery prices. And this is not just a short-term measure, it is long term (with short , medium and long benefits);

https://www.metal.com/en/newscontent/103713419

Welcome back teddy-kgb....your timing looks good as the DFS is due I think in the first quarter which should be a real catalyst.

Ctw2014.....agree wholeheartedly. The shareholder agreement is quite specific, if KC done absolutely nothing else, the one single thing he did do was make an excellent job of the initial agreement👏

Skelly....please give it a break and go out and enjoy the festive season.....Merry Christmas to you and all ye Merry Gentlemen....🎅

Skelly.....you are at it again, gloating on other peoples pain. That really shows you up in bad light, and that is why you get some many peoples back up.

If you have no intention of ever investing in this project, which is evident by now the way you avoid any questions on that subject, why bother commenting?

Finally, some positive support from our partners;

https://www.cez.cz/en/media/press-releases/finalni-studie-proveditelnosti-je-hotova.-potvrdila-ze-projekt-tezby-a-zpracovani-lithia-je-realizovatelny.-do-konce-roku-bude-podana-eia-230527

It somehow seems more real now that I see some positivity from CEZ....I was worried for a while that they were not interested in our project when they dropped it from their annual reports over a year ago. O ye of little faith....GLA

Lol....done all that Skelly, I did not want best case figures, and even worst case scenario on up to 60% dilution comes out at 75p.

So do you have any viable reason not to get off that fence, or are you determined to prove all those detractors of yours correct?

Incidentally Skelly, the previous was based on a DCF calculation basis.....when compared in real terms to Keliber, see below;

7️⃣ Sensitivity: Conservative vs Optimistic

Scenario Assumptions EMH Value

Very conservative 60% discount to Keliber ~£1.38

Base case 50% discount ~£1.70

Optimistic (EU strategic premium) 40% discount ~£2.10

Parity with Keliber (post-FID) Minimal discount £3.40+

8️⃣ Why This Method Is Powerful

This Keliber-based approach has several advantages over pure DCF:

✅ Uses real market transactions, not assumptions

✅ Reflects EU strategic value, not just commodity pricing

✅ Automatically embeds permitting, ESG, and jurisdictional risk

✅ Aligns with how industrial buyers value assets

In practice, large miners and automakers think this way, not in isolation DCF spreadsheets.

In my opinion, whatever way you cut this now that the DFS is out, we have got to be on a winner.

Skelly.....you mislead on fair market value (FMV). It is not rocket science to ask ChatGPT, to calculate a FMV based on the recently released DSF. This comes out at £2.07 just based on what is known now, not including further dept/grants. Even at a 50/% discount of the calculated value to account for risk, it still comes out at £1.

Have you been convinced yet, or are you still sitting on the fence for some reason? And if still teetering on the edge, can you explain?

Jonesy....are you selling tickets🤣

CoD, personally I would be extremely disappointed if it were to be below £2.50. But if based on the Keliber fair market value as referenced on several occasions by KC, a good bit more.

Cadellin, I assume you accidentally forgot the share agreement?

Fair value buyout will do me just fine.

Skelly, I will take this as an actual positive sign....you actually deramping as you want to get in at a cheaper price🤣do you feel you've missed the boat a little🤔