Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
ALL, it is time to stop this nonsense of potential low ball offers, from Assore or anyone else for that matter, we are worth Β£'s, not p's. Time to amended the articles of association to include a clause that NO offer will be accepted unless it is in accordance with 'fair market value'. Vultures gone in one single vote....π
Not sure if this is possible, but I am sure that all long term holders would be all for that to reach our potential (and top class dividends).
Good time to be on the verge....
https://www.linkedin.com/posts/claes-orn-3866b16_thematica-thematicafunds-lithium-activity-7168314354436657152-yZDb?utm_source=share&utm_medium=member_desktop
Sorry, should have added a link;
https://www.linkedin.com/posts/mark-burton-16782729_bidens-ev-dreams-are-a-nightmare-for-tesla-activity-7166013500320919553-eKX9?utm_source=share&utm_medium=member_desktop
Would be mad to miss the golden opportunity of a non china off-take. In particular since one of their main existing suppliers of battery materials already have an existing 50% off-take agreement with ALL. So, same chemistry, same transport / logistics arrangements....what isn't there to like?
Here is a bit more up to date opinion;
https://www.linkedin.com/posts/claes-orn-3866b16_thematica-thematicafunds-lithium-activity-7163454607497641984-ouaM?utm_source=share&utm_medium=member_desktop
Shorts predicted to be covered near term....π
Are getting desperate....you know where to come, and it wont be cheap....π
https://www.linkedin.com/posts/manueldesousamartins_energytransition-batterytech-sustainabledevelopment-activity-7165683544734744579-64DY?utm_source=share&utm_medium=member_desktop
Https://insideevs.com/news/709240/japan-evs-critical-materials/
No place to hide for the dinosaurs....π₯³
My opinion on OT would be Tesla as the obvious choice. PLL already have the rights for half the production (Tesla supplier) so makes perfect sense to me the Tesla would secure the other half (same chemistry, same transport)....π
Tenantry, what I've read in the past, generally reverse splits are not a good thing for the share price. But in this instance, I think with the project being on the ascendancy, and investors viewing the possibilities of near term future dividends (a year or two), this will attract new money. In addition, institutions are also more likely to invest in something in the tens of NOK rather than low NOK (it's a perception).
So IMO, it's a good thing.... GLAπ
And sink or swim EU tells π industry....π
https://www.gbnews.com/lifestyle/cars/european-union-car-brands-cheap-electric-vehicles-china
π―% mick and mike....this project sp should be viewed in the Β£ not p over the coming few years. Agenda, agenda, agenda with this constant ref to 40 & 50p's. You fool no-one....π
From GM;
General Motors (NYSE:GM) is a global company focused on advancing an all-electric future that is inclusive and accessible to all. At the heart of this strategy is the Ultium battery platform, which will power everything from mass-market to high-performance vehicles.
https://news.gm.com/newsroom.detail.html/Pages/news/us/en/2024/feb/0208-gmhires.html
N2S, and the point I'm making is that the ball is in ALL/Gov court. Meet the project milestones (ML ratification & permits), then PLL have to decide if they are in or out, and that would be to ALL timeframe.
And yes the very short term SP warrants not much better than where we are on current standings....GLA
N2S & Gias, ALL are the project management team, not PLL. When PLL talk of FID, I assume they are meaning after the first 70m. That being the case, I do not see any reason whatsoever that ALL timeline (commence construction Sept) does not apply. ALL have already published their plan and will have the finances (100m+28m+70m) to implement. If PLL do not wish to proceed, them I am sure many of the offtake bidders would love to take their place.
Thanks Tenantry....π
According to NOM in today presentation, result in 4-5wks;
https://channel.royalcast.com/hegnarmedia/#!/hegnarmedia/20240206_5