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Will become legendary in the Paterson region, Western Australia after Newcrest* Qtr Report just out in Australia dated 30 Jan 2020 and Wed, 29 Jan 2020 in the UK.
Link: https://twitter.com/NewcrestMining/status/1222637764417425410 [Newcrest tweet re: Qtr Report and drill results for Havieron: " Havieron signals a new era in our asset portfolio in the Paterson region. Grades like this are rare and we*re excited with out progress. Our Exploration Qtr is out today with updates from across our global portfolio."

For Paterson industry news: Rio has "moves on Citadel farm-in."
12 hrs ago, Wed 29 Jan 2020
https://twitter.com/priminvestments/status/1222459262217195520 [$14m]
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Interesting as this is just prior to Newcrest drill results just out tonight in Australia.

Spot on [pre-Newcrest report, 29 Jan 2020]
Re: Newcrest Qtr Report, Wed 29 Jan 2020 [just out in Australia dated 30 Jan 2020 on Havieron [GGP/Newcrest farm-in]

https://twitter.com/DavidLenigas/status/1221881396010147843 [Mining Engineer]

This is about the Paterson, Western Australia where Rio*s Winu is situated nearby.
Citadel*s [Antipa] potential size is 1.6moz gold from the article. Kindly check.
https://twitter.com/priminvestments/status/1222459262217195520

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The above is of interest for all the Paterson players.

In a few hours, Newcrest will issue their Qtr Report on Wed, 29 Jan 2020 in the UK which will be 30 Jan 2020 in Australia.

What am I expecting?
Relating to Newcrest*s farm-in to Havieron, Paterson, Western Australia, one would expect to see further drilling results like the last time?

Not expecting anything spectacular. Why? After 17 drills or so, the rest of the drill results will follow.

The case-in-point is to determine the EXTENT. From GGP, they said that the magnetic anomaly of Havieron is 1,000m x 1,000m. From Artemis*s CEO, Ed Mead, he said that Newcrest are drilling close to their boundary at Havieron.

Numis has done a short report and they used 2g/t as a metric for the overall grade of the Havieron project. Sprotts has done a model and this is also dependent on the area size [based on 80m initially]. Numis used 300m x 200m x 800m [depth] @ 2g/t per their Aug 2019 report.

So, it is standard that the o v e r a l l size of the extent of mineralisation is of import . When all the holes are inputted, one can then see if the overall grade of 2g/t holds per Numis report.

This is common in all mining projects? Hence, why a Maiden Resource Statement will incorporate all the drill holes to produce the overall grade and ultimately the size of the deposit.

As for the share price of the farm-out co, one expects that it will trade in a range until the catalyst appears eg re-rate or otherwise [vice versa]? Again, norm.

Wed, 29 Jan 2020
8:52pm

Volume :110.71m + 74.58m
=185 million already.
Mon, 27 Jan 2020
Waiting to see if any delayed trades.

History now.
From the debates at 1.61p/1.67, the share price has today hit 3p+.
So, nearly 100% rise for some as on some days it did hit 1.6 or<.
Mon, 27 Jan 2020.
Newcrest will report Qtr*s on 30 Jan 2020. That will be 29 Jan 2020 [Wed] UK time in the early hrs of the morning.

Volume is 80.78 million [S] = £2m
& 68.64 million [B]=£2m
With 968 trades done so far at 1.52pm, Mon 27 Jan 2020
Share price jumped to some 21% + - on high volume?

Mon, 27 Jan 2020- 2 posters have just posted that the GGP share price has hit 3p +21%.
Interesting all the talk at 1.6/7p has been now resolved.
The proof of the pudding is : GGP has hit 3p.

History now. Mkt closed.
All discussions have reached a conclusion with above title of my post.

On London South East KDNC trade history, there is a 1 share bought at 7p, paying 7 pence at 14:34:16 pm, Fri 24 Jan 2020.

Interesting. Awaiting Amapa shipping news etc.

History Now:
From a low of 1.67p+-1.8p+, the share price of Greatland Gold has steadily risen
to 2.4p/2.42p [Free info showing on London South East GGP, not live price].

Fri, 24 Jan 2020.

GGP closed 2 . 2 1 p / 2 . 2 3p + 10.29%.

There*s your 2p + Rupah.
Wed, 15 Jan 2020

Greatland Gold
2.18p Bid
2.25p Ask
+ 8.58%
[Showing free on London South East GGP above]
Wed, 15 Jan 2020
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Comment:
Post all the comments about GGP*s share price at 1.69-1.8/9p range, here we are at the 2p zone. History shows it was a buying opportunity at 1.08p for ages after Hole 5 visuals at Havieron which said "massive..." per the said RNS then.

RoJo
The name rang a bell. So, I looked at your profile to see the co*s you post at. LoL, its the oilies. I am pleased to hear from the old-timers. Thank you for asking.
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Zoom56 - Thank you for the information about KDNC*s Greenland licence. That*s more logical relating to the topography. I did continue to wonder as the REM [old name for KDNC] RNS*s said that it was a discovery.
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I post on KDNC as I have followed the story for a long time.

My best wishes and Happy New Year to both of you and to all the old-timers of REM plc which became Cadence Minerals plc.

News,
Tues, 31 Dec 2019

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Sonora Lithium, Mexico
-Legacy JV under REM plc [old name for KDNC] under DL, Chairman.

Barksy1 has found a very good article on Sonora [KDNC JV with Bacanora Lithium #BCN] dated today, Fri 19 Dec 2019. Atribution and thanks.

Link: https://www.bnamericas.com.en/features/mexico-eyes-role-in-lithium-boom

Herein, the govt of Mexico now clearly states that Sonora is the largest and most advanced of the lithium projects in Mexico. From a quick glance, the Mexican govt thinks they will rank with Chile etc in the lithium space.

The BN Americas mentions the start of production for Sonora which the reader can read if interested. Of note, is the fact [historical facts now] that Sonora is one of the largest lithium projects in the non-brine etc space. [Kindly check]

A few posts down I posted what DL said ie 70-80% of the resource [Sonora] lies in the JV lands [REM, now KDNC 30% & 70% BCN].

So, fact now confirmed.
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TWITTER
In recent days, one person on Twitter sent his tweet @FCA with all the similar things said about the co, directors and posters. A few people pointed out that no evidence supported these wild ideas. Yesterday, someone pointed out to the person that he is posting XYZ all day and talking .... This thread still linked to @FCA automatically. So, now the FCA is well aware that what was said on this big coal project is similar to the various other share forums. I note that the @FCA is dropped from this person*s tweet. So, it is positive that the FCA is now fully cognisant of the same old lines. I am posting this as this concludes this subject matter discussed on KDNC previously. If there was any element of truth, then, evidence would be forthcoming. None, so, the FCA is no longer tagged. Too late as the FCA is now fully aware that about the old acorns.

Alan Green Interview - highlights:
1) "Undervalued" based on its assets namely EMH 19.1% [Cinovec], BCN and Hastings [Yangibana]. "Assets alone , valuation exceed KDNC mkt cap."

2)Amapa
Lots of details
Talks of the Rail Concession approval.
All the other financial details and next steps.
Spike in iron ore price - squeeze.
Etc.

Lastly, Macarthur Minerals was mentioned re: high grade RNS.

My Comment:
As said.

Fri, 13 Dec 2019

Alan Green Tweet: "I discuss the investment case for Cadence Minerals #KDNC..."
Link: https://twitter.com/Alan_Green/status/1205499259874955264
or https://twitter.com/Alan_Green

I am going to start listening now. Would be interesting to see what Alan Green has to say.

REM plc
Today*s 2 posts relates to the REM plc definitive Sonora project. We now have factual history since it is Bacanora Minerals who are very vocal about their Sonora lithium project and all the merits of the project via a BCN AGM RNS dated Thur, 12 Dec 2019. Unfortunately, they did not mention the definitive contribution of REM plc in their history?

KDNC plc
Sonora lithium project:
So, now we have 30% of the Sonora JV [see the details via the various RNS].
Ganfeng recently invested directly into Bacanora as well as at project level.
The figures are a help as they provide M & A background.

Cinovec lithium project
KDNC has some 19%+ of European Metals stock. This again is a legacy project under DL ,the then Chairman of REM plc. I note that the Czech utility co taking almost 1/2 of Geomet who own the licence area. Just a cursory observation shows that the Czech utility paid some £29m for this 1/2 share of the Cinovec licence whilst the EMH mkt cap was some £32m. For the £29m they could have bought almost the whole of EMH which would mean 100% of the licence [EMH owns Geomet] depending on the timing. However, I do not think it was possible as EMH would not agree. So, to me, at least, it would appear that the Czech utility paid d o u b l e the EMH share price impliedly. I also note that there is a sort of stand still agreement for a short period in which EMH cannot offer the rest of the Cinovec licence to anyone else. Kindly check as I was rushed for time so just glanced through the figures etc. So again, corporate action. So, the author of a previous blog was not correct to tell Ivybush that no one wants KDNC*s 19%+ in EMH or would swallow it whole to that effect.

Again, M & G now has 19.9% stake in BCN [Sonora lithium] which seems the same stake size which REM plc had.

KDNC
Amapa Iron Ore Brazil
I have been continuing to follow the iron ore industry and note that recently the Chinese won the concession to develop Simandou in Guinea which could cost some $15bn. Fortescue lost out in the bidding.

Of interest is that iron ore prices may average $70-80 in 2020.
https://twitter.com/MiningAnalysts/status/1204913911922909184 dated 12.12.19

KDNC has modelled Amapa at $60 from recall.

REST OF KDNC
I was disappointed that KDNC had to let the Greenland licence go for $$ reasons. On Twitter, it is now well known that junior mining co*s have been in a bear mkt and are just starting to come out of it. So, licences will take some time to be more active. So, for now, the active projects as above and Macarthur Minerals [iron ore] will form the base for now. It will take time for these to mature.

I am not posting on the main KDNC thread as for some reason discussion seems to bring out the short interest.

This is a courtesy reply to Barksy1 as below.

At 8p mid-price, KDNC*s mkt cap is £9m thereabouts. I note the NPV of BCN, EMH and Hastings [KDNC 30% JV] and I have done some sums on recent M & A although no

London South East above showing the mid-price as 88p.

Hannan & Partners has issued a broker note on Adriatic Metal [ADT1] today, Thur, 12 Dec 2019.

Link: https://twitter.com/SPECCAPITAL/status/1205066601332011009
With thanks to SpecCapital for the link.