Member Info for Moggy1

The best bit for me was something like, if the West want in they’ll have to start negotiations by paying for a processing plant.

Protos moving forward at apace and HW saying ”fill your boots”

All sounds very positive!

Goldbar2, I agree, we’re all keen to see progress but it does look like progress is being made now.

Moving towards financial close at Protos and a pipeline of further projects being announced.

Seems to me that if PHE are currently working on completing the 50% shareholding in the SPV, it’s reasonable to think that another or others are also doing the same. Why would PHE waste their time doing this if a deal for financing wasn’t already done?

We clearly need a FOAK up and running ASAP and the more options to deliver that the better so in principle I wouldn’t have a problem even if it meant a small amount of dilution, the devil is always in the detail though.

I’m a big supporter of yous Dr A but I must say this seems very amateurish to ask if we’d support a deal that we know nothing about on a public BB, what the heck are Howard & Alexandra thinking!

It wasn’t so long ago that we were told from Howard how good our new CEO was, maybe we should leave it to our BOD to decide what’s in PHE’s shareholders best interests.

Very interesting that Linde and Shell are working together!

Could Shell be the reason for the increased interest in Syngas??? All speculation but that would make an RNS and a half!!!

As said on here before though, would make sense to make use of the Syngas now and bolt on the Hydrogen tech later when required.

So, should we assume there’s been increased interest in the Syngas?
Would be nice to land a major gas supply customer.

I agree with everything you’re saying Dr A. The investment case with PHE has always been strong but now there’s a feeling of urgency to get this tech rolled out. Your 6 weeks comment among others seemed specific to something rather than your general bullish comments, hopefully lots of good progress to come.

Dr A, you posted similar messages shortly before the Linde update, how would this compare to the Linde news in your opinion? Similar, bigger, smaller?

I agree, it’s not even just about the hydrogen we could produce now, the gas is equally or more important.

Tatty99, who knows what the the final number will be but I’m sure Linde didn’t get involved for just a few.

I still believe this year will be a big year for PHE and the Russia situation makes it even more important that countries produce their own energy needs.

We have to remember that the Arcadia deal was negotiated on a lower Li price long before the deal was announced.

This is where we disagree, normally the mm’s split the volume fairly evenly, in this situation Peel have clearly been more active which is unusual.

The Bloomberg data is real not suggested, any reason for this unusual trading is suggested. Maybe we should stop discussing this now until we see more info?

Nothing is certain until we see a TR1, Take the info as you wish.

Daz, unusual trading was witnessed on L3 throughout the rise with Peel bidding higher and higher to take precedence of the buying, it was suggested that Peel were buying for a client, this was all reported on the telegram group. Since then, Bloomberg sales data has been posted showing Peel have been buying more than any other mm.

Bick, Zulu’s estimated resource is 120 to 160mt so roughly double the size of Arcadia, better quality lithium and large quantities of Rubidium. Considering the lithium price has doubled since the Arcadia sale of $422m, I feel 3p is justified for Zulu.

Bick, is that just Zulu or PREM as a whole? Zulu has got to be worth 3p once proven on its own and then there’s the possible 24km in the EPO area.

Rayboy, that’s a real possibility in my opinion. Many years ago I experienced a short attack like yesterday but started with a false article. The company was bought a few months later.