Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Stevenc72, I get that GR isn’t the most popular person for LTHs but surely you wait and see what is announced before the end of the month. Zulu is a significant resource, especially in today’s climate and it’s not as if he said there are no options at all. Easy for me to say though sitting on 0.10 average atm. Others seem a bit more emotionally invested here.
Is just another way of diluting shareholder value, albeit without issuing shares. The JV options were clearly diluting the shareholders value too much and therefore not acceptable.
This could also be a signal to the JV options that they will not get this on the cheap!
I have made some notes on when key notifications can be expected which will add value and increase SP. I thought I would share on here:
Notification of the new facility being fully retrofitted and fully operational, target date was 31 March 2021
First fabricated units of H-Power TM systems developed with assistance of BK Gulf, expected date was Q1 2021 (would expect this will be part of the above)
Performance data obtained from first round of races held by Extreme E, shortly after races held on 3rd and 4th April 2021
H-Power TM system delivered to LLEC in Germany, expected Q3 2021
Launch of bespoke high power EV charging products with ABB in second half of 2021
Potential Ricardo orders obtained throughout the course of 2021 from Ricardo clients already approached by Ricardo
High-Density Alkaline Fuel Cell system/S-Series launched in late 2022
All information obtained from current RNS
That market cap is unrealistic without a fully operational mine.. I don’t mind being optimistic but come on that’s a bit much. Something between 0.5p to 1.5p would be more realistic solely on the granting of the EPO. A JV would lift it further as long as the terms are favourable to the current shareholders
Unless I’m from the future I’m pretty sure 2021 is this year
https://gazettes.africa/gazettes/zw/2021
Does anyone know if it is currently possible to invest in any other SAF stocks? I can’t see anything for Falcrum or Lanzatech which makes me believe they are private companies.
Better to get any bad news out the way first before issuing any good news.. if there is any good news on the horizon
Thank you - would have thought this would have been posted on HL or LSE as well
Where are people seeing this? I can’t see any RNS on this