Member Info for MontyUK

Can anyone get a Level 2 view of what’s left on the market?

Silly question, but with the issue of shares tomorrow, will that negatively impact the share price, or should that now be baked in given the previous RNS stating dilution will happen on 25th?

Anyone going? It’s frustrating these things aren’t webcast!

Jeez! Auto correct!

Tesla ‘nother joke Andee!

Tesla ‘mother joke Andre!

In general that website is showing a very short application to grant time of only two or so months for most shown. Why is ours taking so long... who knows!

Sorry, please help me understand your calls a little more. The value seems to equate to around the current share price, but the MCAP contribution about 50% more which would be around 0.21? Not sure what you are calling if we get Nayega signed?

Gotcha.. thanks.

“ Manganese is priced in dmtu (dry metric tonne units); a ‘unit’ is 10kg, or 1/100th of a tonne. Contract prices are negotiated based on grade, levels of impurities (e.g. silica) and deleterious elements (e.g. phosphorous) as well as physical characteristics of the ore – a premium is paid for ‘lump’ (+6.3mm) over ‘fines’ (-6.3mm,+1mm).”

So is my maths right... we make about $1.2 per tonne, and have initial capacity of 6,500 pm, which equates to around $7,500-8,000 per month profit, and $21,000 pm revenue for a total of $250k revenue per year? I’ve got something wrong, I know, but can’t see what... help!

Fair spot!

You maybe right, and I haven’t a clue, but statements like this could make a little more sense of the acquisition “ Lithium-Manganese-Iron-Phosphate cathode material
(LMFP) from Dow Energy Materials provides a 10 to 15 percent increase in energy density in battery cells compared to lithium iron phosphate cathode material (LFP). This offers cell manufacturers with a competitive advantage by allowing energy storage systems to weigh less and require fewer cells. This product offers the quality, consistency, reliability and ease of processing that Dow customers demand. The product also provides the safety performance inherent to phosphate- based cathode materials.”

So looks like we are into Canabis production. As an aside, looks like the grade is pretty unusual and high. If you then look for Magnanese and Phosphate, I get quite a bit come up about battery cathodes. Given the grade, it could be a stroke of genius battery play... who knows as on the surface of it, this just doesn’t make sense. My experience has often led to an easy obvious answer, and a battery play could be just that.

If you use LinkedIn, search “ Falcon Isle Resources, LLC.” and there is a three month old 23 page presentation.

It does suggest Togo isn’t close. If it were, then release that news and raise at a higher price...

Can’t remember, but what’s our cost?

It's a guess, but I am assuming that any agreement moving forward would require a physical (rather than electronic) signature. On that basis, I guess no chance of moving this forward without getting Russel literally to the same table, and that suggests another month at least? Thoughts?

Any view on a target share price once permit is granted, and second price when higher volume reached?

It’s been a long road indeed. I remember meeting a few of you at Walsall, not sure I recall exactly who. Honestly I’m about 15% up at the moment with CAI interest, and frankly I think that has a decent way to go yet. It does genuinely feel like we are nearly at payback time! GLA.

I had KR and CAI in an ISA wrapper. Due to tax laws, you have to move EVERYTHING at once or sell and rebuy. At least that was my understanding and advice I got.

Looks like II interest?