Member Info for observer842

I've been topping up quite considerably since the BoD took their pay/bonus whatever (we don't know why they issued these and under what authority) in the form of 29p options. I'm very overweight Cadence now...

LoL. Indeed @EV. The brine resources for instance. The claim of $5 per kg OpEx which could potentially be covered by sale of byproducts is interesting:

https://pubs.rsc.org/en/content/articlelanding/2021/EE/D1EE00354B#!divAbstract
"Taking the US electricity price of US$ 0.065 per kW h into consideration, the total electricity cost for this process is approximately US$ 5.0. In addition, based on the 2020 prices of hydrogen and Cl2 (i.e., US$ 2.5–8.0 per kg and US$ 0.15 per kg, respectively),34 the side-product value is approximately US$ 6.9–11.7, which can well compensate for the total energy cost".

I wonder what the CapEx would be? Anyway, it's a long way off, but one to keep an eye on, which I do every few years when prompted! ;-)

On the shipping front they are clearly expecting, or at least catering for the deal to complete early next week (if it hasn't already)...

Totally agree on the short term need to get building plants ASAP with current technologies - Sonora, Cinovec. But if someone like Elon is able to fast track this to production we might be talking closer to 5 than 10 years for DLE, assuming it works at scale of course. He's always talked about extraction from the sea so it wouldn't surprise me to see Tesla move in this direction, or at least fund its development.

Indeed @EV_Bull. By the 10th in fact ;-)

This one from the summer of 2014 per chance?

https://issuu.com/spreadbetting/docs/financial_spread_betting_v30/39

@MBW: "and another one is apparently waiting to be loaded..." Currently being loaded. :-)))

See the evidence at:
https://www.facebook.com/Serveporto
https://www.facebook.com/Serveporto/photos/pb.110037595798039.-2207520000../2286205788181198

Indeed @tomcat. Almost deserving of an RNS on that alone. LoL. :-) I do hope the BoD's silence is for good reasons! ;-)

Ruddy... https://serveporto.com.br/atuacao/manaus-am/

Beatrice... https://serveporto.com.br/atuacao/santarem-pa/

Feels imminent @MLQ...

Nearly docked!

Indeed @EV. MV is set to sail on Monday and assuming it is for DEV and we haven't had an RNS by then, I would hope (!) we'd get one then or Tuesday. Always amanhã with this share! LoL Still, the SP increasing 10x from the lows on a promise of tomorrow ain't bad! ;-)

LoL @mmm - this is normal.

Good spot @EV_Bull. I personally think 2-3 after the first was possible (3-4 in total), as it was always quite unlikely 2 in total would be enough, so why mention 2? But it's certainly possible it's 2-3 in total, 2 being enough just before the costs of shipping rocketed? Any how, I don't trust that box on page 6 as far as I can throw it! It's clearly been updated since the April presentation, but now feels demonstrably (according to our sources) wrong... I suspect (hope!) the BoD are so close to completely the deal they are fearful of accidentally letting anything out of the bag early which is leading them to write confusing and contradictory statements - what we conclude with our own research is up to us! ;-)

Wow. I blinked and MV is in the port area now! Presumably Mr T will get out of the way unless they are going to attempt a pier 2 docking for practice?

Thanks @Barksy. Gives us more time to strengthen our hand ;-)

With the possible forth shipment (MARLIN V) likely to dock in the next few hours it feels like a good time for:

================
Public port images
-------------------------
#3 MEDI ZUOZ in pier 1
Cloudy
#2 MEDI BRISBANE in pier 1
https://apps.sentinel-hub.com/eo-browser/?zoom=18&lat=-0.06071&lng=-51.16732&time=2021-05-08&preset=1_TRUE_COLOR&datasource=Sentinel-2%20L2A
#1 OSIOS DAVID in pier 1
https://apps.sentinel-hub.com/eo-browser/?zoom=18&lat=-0.06071&lng=-51.16732&time=2021-03-29&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

Private port images
--------------------------
https://what3words.com/hugs.admires.respects?maptype=satellite
Stockpiles:
https://what3words.com/forecast.screamed.massive?maptype=satellite
https://what3words.com/happy.tractor.bunch?maptype=satellite
As pictured here:
https://www.cadenceminerals.com/wp-content/uploads/2020/01/Port-South-1030x572.jpg

Port schedules & ship tracking
----------------------------------------
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
https://shipfix.com/ship-directory/1

Analysis & prices
----------------------
https://compassmar.com/reports/Compass%20Maritime%20Weekly%20Market%20Report.pdf
https://dnfanalysis.com/reports.php
https://en.sse.net.cn/indices/fdinew2.jsp
http://www.custeel.com/en/csi.jsp
https://www.cmegroup.com/trading/metals/ferrous/iron-ore-62pct-fe-cfr-china-tsi-swap-futures_quotes_globex.html
http://www.dce.com.cn/webquote/futures_quote_en.jsp?varietyid=i

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

Talking of confirmation/evidence, circumstantial or otherwise, was it a coincidence that our Sonora page was updated explaining the nature of our JV's? Could be a very interesting day today if BCN get their news! ;-) The silence from @Kiran is starting to deafen. Although great news feels eminently imminent, I'm in no doubt that it COULD be weeks, months even before we take our 20%... MV could have been swapped with U, or maybe it's shared? Not trying to be negative, just realistic!

Indeed. Are our courts closed today and tomorrow?