Member Info for NoBe

Thanks for that Teddy, and of course for you're tireless coverage and insightful comments.

Keith always comes across so well. Methodical and steady and confident he's a good plan in place.

I've definitely been frustrated at times that we can't get to production sooner and start the cash coming in, that Piedmont have a 10% equity stake at the moment but hold all the purse strings and we dance to their tune. Yet, each time I hear Keith or Len talking and the insightful comments they've got, I'm glad of their expertise with the slow, steady, detailed progress and am once again convinced I'm backing the right horse.

Always a pleasure to watch Keith, he's very succinct.

https://hot copper.com.au/threads/ann-primero-awarded-feed-contract-for-ewoyaa-lithium-project.7144283/?source=email

remove the spaces

Shows even more steady progress towards the goal.

I saw this earlier and what a lovely idea, especially on a cold wet Friday night in Scotland, however I suspect it's rather optimistic. The report suggests it's up to date and yet I don't see the Piedmont 10% holding.
I did however like the idea that 60 % of the shares are held by private investors who hopefully are a diverse bunch with sticky fingers.
We've got a great thing here with an ever improving resource and management team in key future market, wouldn't it be wonderful if Simply Wall St were even partially right. Whoop whoop.

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02573668-2A1401452?access_token=83ff96335c2d45a094df02a206a39ff4

I particularly liked that Patrick Brindle says 'Ghana to play a CRITICAL role' and already has the spodumene earmarked for the new plant in Tennessee. Expecting license by Q3 2023.

Super articles, thank you very much for finding and posting these. Here's looking forward to the discussion with Rodney and Howard.

https://www.proactiveinvestors.co.uk/companies/news/993509/atlantic-lithium-s-pfs-spotlights-industry-leading-asset-at-ewoyaa-ghana-993509.html
just out

What’s going on? I can’t believe we’re down this morning. Do you reckon this is just a little bit of international housekeeping in preparation for Monday?

I must say it's great to see Len becoming ever more comfortable with the presentations.

Every single thing he said in the Proactive interview was one positive after another, clear and concise and emphasised what a fabulous project this is. So, how come I sit here slightly underwhelmed? I think he should use the occasional diagram to show the point even better and make them more memorable.

Maybe there isn't the opportunity in this style of interview, but I just want him and ALL get the point across to the maximum.

What a great day yesterday, with more to come soon.

Is that a breeze I feel coming??:)

Just in case you haven't yet seen the recent Proactive interview discussing Atlantic.
Very positive
https://www.youtube.com/watch?v=y0GdXG6eG6E
Hopefully that'll turn the Bots around!

I can't believe I'm looking to buy my 53@53 today (fingers crossed) in honour of Vince, so soon after we did the 53@11am.
Thank you Vince for a great legacy.

Great article Farfquar, thanks for posting.
I particularly liked the;
"Our sights are set on delivering first lithium concentrate towards the end of ....2023..., ambitious yes, but we also have full endorsement from the Ghanian government who are eager to put lithium production on the map. No major challenges stand in our way to delivering on this objective"
and
"pre-feasibility study which is underway and well advanced".
as well as mentioning the" lithium tenure in Côte d’Ivoire covering an area of 774 km²", just so it's not forgotten about.
All very positive I thought.

Topsharepicks, your figures are a wee bit out of date. Re the RNS on 15th Dec
"Company recently announced an updated Scoping Study and increased JORC resource of 21.3Mt @ 1.31% Li2O, resulting in a significant improvement in project economics and life of mine".

Hopefully that's even better for you? Significant increase on the 14Mt!

https://www.vox

markets.co.uk/articles/john-meyer-on-china-s-factory-shut-downs-plus-news-from-bluejay-beowulf-atlantic-lithium-9ad6e35

I came across this from John Meyer, Mining Analyst and Partner at SP Angel, the companies Broker.

https://www.**********.co.uk/articles/john-meyer-on-china-s-factory-shut-downs-plus-news-from-bluejay-beowulf-atlantic-lithium-9ad6e35

The Atlantic Lithium stuff starts 11: 48 in.
John suggests there have been many discussions re the remaining 50% 'off take' and the realistically the Chinese will eventually make a takeover bid. Good news. Is this the first signs of negotiations? Pretty positive stuff from the Companies Broker!

Thank you for sharing those articles, they made for very interesting reading. Both very positive in the direction of travel. I listened to Vincent's presentation from 7/12/21 https://www.lse.co.uk/events and it really is staggering that we are still wallowing down at these levels. Clearly the two brokers would share that view too.

Hopefully this new license will also help the re rating.
New licence provides Atlantic Lithium access to extra 139.23km² of highly prospective lithium near existing Ewoyaa
https://www.mining-technology.com/news/atlantic-lithium-licence-ghana
22/11/21

'where as'........oops

Yeah, as of now it's UP 2 cents, were as we're down nearly 1%.......... go figure!!!!
https://www.bloomberg.com/quote/IRRLF:US

I came across this YouTube and it was very interesting to see Keith Phillips analysis of Piedmont strategy and how the Lithium market will develop in general over the next few years. The initial interview is only about 15mins long and he touches on the Ironridge investment a wee bit. All extremely positive comments.
The remaining minutes are with Rodney Hooper from RK Equity which many of you will already have watched last week.
https://www.youtube.com/watch?v=Mo3jEABFJAg
Hope you enjoy.

RE the 5.5M shares in Australasian Gold, they were valued at A$797,500 (A$0.145ps) in the Annual Statement as of 30/6/21. Now the share price of A8G is A$ 0.64ps the value of this single investment has increased to A$3,500,000.
As this investment has gone up over the last 3 months, along with all the other positive news, the IRR share price has been actually going down!! Go figure!! Sentiment must be changing soon, surely.