Member Info for mrozzy

Valterra mine is ex AA.

They need to prove up further imo.

Reserves are not JORC so the valuation, and confidence, will be lower

Zero-ing in on drill targets as we type.

Survey results soon

Additionally, the UK’s investment zones and freeports, such as Teesside, offer a strong base on which to build and scale up critical mineral businesses. These will be strengthened through the Industrial Strategy Zones Action Plan.

So much in this Strategy related to TVL:

To ensure clear industry and government progress towards delivering the Vision 2035 in partnership, we define success as:

at least 10% of annual UK demand for critical minerals (see Table 1) in the aggregate is met through domestic production (primary extraction, processing and refining of critical minerals) by 2035

as part of this, at least 50,000 tonnes of lithium (or lithium carbonate equivalent[footnote 1]) is produced domestically by 2035

Https://www.gov.uk/government/publications/uk-critical-minerals-strategy/vision-2035-critical-minerals-strategy

Updated yesterday and hugely important for TVL

Https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-and-qatar-investment-authority-qia-announce-memorandum-of-understanding-mou-to-further-exploration-development-and-mining-of-critical-minerals/

Full announcement

Where have we heard strategic partnerships before ?

To explore future partnerships in mining projects across various development phases.

The collaboration may involve strategic M&A, infrastructure development, and downstream processing of critical minerals, enhancing Ivanhoe Mines’ industry positioning and stakeholder value.

Https://www.tipranks.com/news/company-announcements/ivanhoe-mines-and-qatar-investment-authority-forge-strategic-alliance-for-critical-minerals-exploration

Close above £3 and we're off to the Redcar races.

I hope nobody is calling them sells today.

7.22 are buys, largest delayed from earlier.

Spread just widened

A lot of volatility in the wider market.

URU doing well in some respects. We may even start to show signs of the churn finishing.

100% : Spread was less 7.2 to 7.0

But, regardless, this is a low SP and MCap for what's on offer.

Sit tight, like BO said, this is a massive opportunity

Https://youtu.be/VYXdBSMy_Jc?si=mWLUcr_LH3vZWgNy

For those asking

Span trout.

Perhaps I should have opined he's contributed more than most.

Certainly more than you, unless I've missed something (other than cynical one liners)

If you want him to join into the debate here. Then contribute something with substance, some research and considered opinion.

Nice to see this consolidate and finish up, whilst the market was in tatters.

Next week to look forward to.

Some indicators from the survey will be evident prior to deeper analysis and wodet announcement. Could be exciting ahead of that RNS.

Amd every week we get nearer to a play being made here. Be it technical JV or other strategic partnership.

Well, I for one appreciate his efforts.

Been right more than most.

Https://x.com/suhailmohmed?t=MfJdz9_ySMWc2MDoxrRMOg&s=09

Https://fuelcellsworks.com/2025/11/10/green-hydrogen/forging-a-sustainable-future-mintek-s-expertise-powers-landmark-green-hydrogen-partnership-in-limpopo#google_vignette

Sorry, forgot the link

Suhail found this , Limpopo Fuel Cells Works article just now. That's our region.

Both our big neighbours are successfully mining PGM and Valterra are collaborators.

Great find and feels exciting to see such partnerships within touching distance