Member Info for observer842

Indeed @MLQ, especially since as far as I can tell, I'm the only person who is claiming to have possession of knowledge that the next ship due to dock is there to take DEV's ore, and I'm not even 100% certain about the veracity of this knowledge. From your point of view I could even be lying - I'm not, but I could be. Never trust anything you read on here. Do your own research! ;-)

Apologies @news. Message received and hopefully understood.

Additionally the Cianport ship mentioned here: http://www.docasdesantana.com.br/index.php/operacional/programacao-de-navios is called Poyang, and:

https://www.vesselfinder.com/vessels/POYANG-IMO-9721580-MMSI-477669100
===[
The vessel is en route to the port of Rio de Janeiro, sailing at a speed of 12.4 knots and expected to arrive there on Mar 25, 18:00.
]===

Plans change... ;-)

I meant to provide a link. I like this one: https://www.vesselfinder.com/ports/BRSAN001 Click on the 4 tabs: Expected, Arrivals, Departures, In Port.

Likely been superseded @Cause. Most sites are now reporting DAVID as the next ship in.

Could be @tomcat! Anchorage date is currently 26th on my source, but clearly if DAVID makes good speed it could be the day before. :-) And if the GAIA leaves on the 24th as it is currently scheduled to, then if there is no port work to be done, DAVID could dock earlier than scheduled, perhaps as early as the same day the GAIA leaves, on Wednesday 24th, rather than the Saturday 27th currently scheduled. These are estimates. Estimates change. ;-)

Current ETA according to at least two sites is "26/03/2021 03:00":

https://shipnext.com/port/santana-brsan-bra
https://www.vesselfinder.com/ports/BRSAN001

Docking date is still 27th according to my source: next to dock

@EV_Bull - my understanding from memory is that @Kiran indicated that given the history of the project, off-takers wanted to see the iron ore on a ship and set sail before coming to the negotiation table. It would be a waste of their time to do otherwise. Which would indeed have been the case at multiple times along the journey! Hopefully it'll be different this time, as this is the first time the DEV slot has (apparently!) got a ship's name against it... ;-)

"FASTMARKETS MB LITHIUM HYDROXIDE MONOHYDRATE: MIN 56.5% LIOH2O BATTERY GRADE, SPOT PRICES CIF CHINA, JAPAN & KOREA, $/KG)"
https://www.lme.com/en-GB/Metals/Minor-metals/Lithium-prices
===[
(MIDPOINT)

DATE PRICE (US$ PER KILOGRAM)
18 March 2021 11.50
11 March 2021 10.50
04 March 2021 10.50
25 February 2021 10.00
18 February 2021 9.50
11 February 2021 9.00
]===

@news: "Investee co of REM plc, initially 20% mark but now reduced to some 9%+ approx. Kindly check latest RNS."

"Form TR-1 Notification" (15th Mar 2021)
https://www.lse.co.uk/rns/KDNC/form-tr-1-notification-bi2nazkfw3cjnab.html
===[
On 4/03/2021 and as a result of the issue of 2,735,880 shares in European Metals Holdings Limited, Cadence Minerals PLC voting rights decreased to 10.84%.
]===

10.84% is "9%+ approx", but I thought you'd like to know as I would have thought you would have said "10%+ approx" if you had know it was greater than 10%.

Please let me know if you would have rather I said nothing - I wouldn't have said anything had you not said: "Kindly check latest RNS."

Yours in good faith,

Ob.

Thanks @jimb. I remember cringing at the CapEx when I first saw this project a while back, but from the recent share price action it's looking like investors are now starting to believe that projects of this scale are not only possible but necessary. But will they enter the orphan period, or can improving market conditions avert this?

@tomcat. There is a name and dates for U. 02/05/10 April. There is a ship between DEV and U. All provisional of course such is the nature of these things as I'm sure you are aware! ;-) I know you and others like a bit of port watching fun so here are the initials: LLH

@EV_Bull "but I believe we should be nearer 30p than 20p today.". Absolutely.

Back in September and October we were averaging say 13p and EMH was averaging say 22p. There's been a bit of share dilution and sales so this is very rough estimate, but with EMH increasing by 80p to £1.02 our circa 19m shares should have added around 10p (80p * 19m / 150m) to the share price to 23p, and now there is compelling evidence to suggest shipping is scheduled to start next week I'd say we should be above 25p BEFORE it actually happens, and very likely once it is RNS's it's going to happen or has happened, maybe even above 30p? Who knows? And to be clear, this is BEFORE we own 20%. Once we own 20% to 27%, then as others are suggesting all bets are off, but in today's market I'd hope we could see a few bags, and perhaps even over a pound on sufficient publicity, understanding and AIM exuberance, if not on the 20% news, then quite likely on the 27% news. :-))))

To be clear, my source suggests that the next scheduled ship to dock is the OSIOS DAVID for 50kt of DEV's ore. Whether you choose to believe me or my source (which seems credible to date, but I'm not trusting 100%) is up to you. I personally don't believe a thing anyone says that I can't verify myself! So DYOR.

Ob.

@EV_Bull - We have a winner! ;-)

Thanks for sharing @Mullins. I'm cautiously excited that if we clear Amapa our future starts to look VERY bright! We have claim over a LOT of lithium in Sonora which the market is currently VERY heavily discounting, not believing the stated expansion plans from what I can tell. :-)))

My source, which seems credible so far, has a date and a name. The name is on some of the links below :-)

The dates are currently 26 arrive, 27 dock. 1st leave. Next week! :-))))

============
Satellite links:
-------------------
https://apps.sentinel-hub.com/eo-browser/?zoom=18&lat=-0.06071&lng=-51.16732&time=2021-03-04&preset=1_TRUE_COLOR&datasource=Sentinel-2%20L2A

High resolution, but unknown date:
https://satellites.pro/Brazil_map#-0.061670,-51.167402,19
https://what3words.com/rare.then.moats?maptype=satellite

Port links:
--------------
https://serveporto.com.br/atuacao/macapa-ap/
https://www.myshiptracking.com/ports/port-of-santana-in-br-brazil-id-6679
https://www.vesselfinder.com/ports/BRSAN001
https://www.marinetraffic.com/en/data/?recognized_next_port_in|begins|SANTANA|recognized_next_port_in=2476
https://www.fleetmon.com/ports/santana_brsan_2955/
http://www.docasdesantana.com.br/index.php/operacional/programacao-de-navios
https://shipnext.com/port/santana-brsan-bra

Social media:
------------------
https://www.facebook.com/docasdesantana

Read the RNS on Fri, 19th Feb 2021 08:05, feels very close! :-)))

Believe me @Fingers, I want EMH to be a success as much as the next person invested here as I own a fair share by virtue of my large KDNC holding! LoL. It's kind of crazy when I think about it. KDNC market cap around £28m. Value of EMH shares that KDNC holds @£1 is around £19m. So if I had say £150 in KDNC it would equate to around £100 of EMH shares, give or take. It's also a little annoying that on the KDNC board I can say how promising BCN and EMH are because of their Sonora and Cinovec projects, but on the BCN and EMH boards I can't say how promising KDNC is because of its Amapa iron ore project. Or can I? LoL. Just this once... (seriously, take a look!)

Ob.

@Fingers. Indeed - I can't find links for everything you say, but I remember seeing this recently. Who are they gonna call? Scratch that! Who have they called? ;-)

https://www.europeanmet.com/wp-content/uploads/2021/02/EMH-Feb-Report-2021-FD.pdf
===[
This resulted in the completion of positive Scoping (2015) and Pre-Feasibility Studies (PFS) in 2017 and 2019 that supported the mining, beneficiation, and production of battery-grade lithium chemicals as well as tin and tungsten concentrates. Dorfner Anzaplan produced battery-grade lithium hydroxide samples using EMH's material in 2019
]===

Whilst it's on my mind I should say that the sensitivity to impurities of today's battery technologies is one of the reasons (price, energy and power density=discharge/recharge rate are the primary others) why so much effort is going into developing battery technologies that are much more stable in the presence of impurities. If progress is made towards this (and we hear about new technologies and improvements every other week!), then battery grade lithium is likely to edge much closer to becoming an interchangeable commodity. But until then... :-)))