Member Info for Pinecone54

Good find CC

“For almost 10 years phosphate fertilizer prices have been in a downtrend but in just the last four or five months prices have started to rise dramatically.”

“I can't eat gold and I can't drink oil so it's actually fertilizer/food that really matters."

“The bottom line is if you want to eat, you need fertilizer; it is not a convenience, it is a necessity!”

Hopefully, the Shard Capital’s analysis of .0021p p/s during the next year, for our Utah project, comes to pass.

May be, that’s why our price is currently holding up, while we await the other important news!

This is still a great investment at these prices!

PDYOR

PC

Either these single figure trades at exactly the same moment in time are subliminal messages or someone’s computer keyboard is sticking very badly!

PC

Are we now in the “energy” sector!
Where a few years ago was paying £20+ per share!

If we are............ then £5 will look very good value!

PC

Perhaps Russell can now spend some time out in the Utah desert, looking for more of these “non earth” metals to mine!

https://youtu.be/FU0i9VvPmoY

PC

Just looking at the number and diversity of projects they are proposing to get into during their 2021-2025 development period( Devon2 post).

Then any thoughts, of behind the scenes back handers, could very easily back fire on any money they are hoping investors would be willing to contribute to the country’s growth strategy!

It could just be political timing( this time) similar to the USA debacle, who gains from signing the investments!

Holding tight here, get through the winter and hope for more clarity, soon, for our future in Togo!

PC

More good news today!

“8 MWh Sale to Australian Solar + Storage Project”

Money due in the bank !

PC

It’s a non comital announcement, leaving us none the wiser!

PC

Hi JimBl

Are you “ hinting” that the BOD are withholding information?

For political reasons!

When they have said publicly in the past that they see no reason this ML cannot be issued!

I like many, probably added to our holdings on that sort of confident statement!

Hope we can be put out of our misery shortly, one way or tuther !

PC

Whilst it’s so quiet and we await “any” news, worth taking time out to have a listen to Rick Rule on the Gold market, currency wars and the liquidity trap!

Always very interesting to hear his views, from years of experience!

Because of the program maker, it’s a bit Australian centric.!

https://stockhead.com.au/stockhead-tv/stocktalk-rick-rule-on-the-gold-bull-market-currency-wars-and-the-liquidity-trap/

PC

Not only the USA but also
here as well!

“West Lothian Council selected Ameresco as their energy solution partner through the Non Domestic Energy Efficiency (NCEE) framework for Public Sector Bodies in Scotland. Through detailed investment grade audits, significant energy efficiency opportunities were identified across 9 sites spanning primary and high schools, and a care home.”

Lots more to come !

PC

Latest RNS shows why the trading volumes have been gathering pace!

Good news of deals both in the bag and forthcoming!

Tide turning.......hope so!

PC

New Kid on the Block!
EOS!

Just released to the USA stock market!

From their site, not a flow , not lithium!

Using something called a Znyth battery..........convection cooled, no pumps..........showing 15 year life with 5000 cycles!

Ok it’s a challenger......but we are not looking to taking on the world here!

Share price at present £8.11!

Make of it.......as you see it!

PC

Hi Tenobe!

I can understand your thoughts but can assure you that both of these very astute players have a lot to give to this situation!
Their knowledge and business acumine is of great need in times like this!
Both have their views and as such we take onboard those aspects we feel are relevant to the current position!
Yes, there are quite a few sites whereby the “filter” is a much desired option......... thankfully it’s not required here!

All the best.......... you can reset now!

PC

Good to hear our name banded about with a positive spin for a change!

https://m.soundcloud.com/user-596578261/vsa-capital-tech-transitional-energy-podcast-with-phil-smith-121120

Check out VSA Capital early in, discussing the future prospects!

Thanks to “racinglad” over on the ADVFN site for finding it!

PC

Hi Jim

Thanks for that..... I will leave this till next week, but to give you some economic data from Shard Capital on the Keras site!

They are projecting 1st year ;
Net revenue $9 m
EBITDA $1.7 m
Profit after tax $ .7 m

This profit rises to $4.4 m year 2

Guess there’s still more to this than meets the eye!

Have a good weekend !

PC

Hi JimBl

I have just run your figures through my spreadsheet, yes your numbers come out correct.............. if the tonnage were to be 100% manganese!

Just check your calculations you might not have used the 37% !

As explained by Markyess we only get that % of value out of the ground!

So I use that in all my calculations!

Hope you get it sorted!

Regards

PC

If only .......we could get this done and dusted........we could look forward to the greater prospect of the battery car market!

Today’s UK announcement of a reduced timescale for the new sales of petrol and diesel down to 2030; puts the pressure on manufacturers to confirm their long term material supply chain is in good order!

This makes our part within this, much more interesting, given mine life we’ve found so far!

PC

This predictive text thingy!

“Rodders “

There done it!

PC

“Phew”
Have a good weekend.........one and all!

Next week “Rodgers”!

PC

I’d like to rest easily over the weekend!
So unless I’ve got this completely wrong!

Lots of figures here, but the numbers are somehow agreeing with most on this board, but interpretation is required!

78,000 tonnes per year.
35% purity.
.765% share.
.76 Dollar conversion factor.

Selling price to end user = $112 / tonne! ( $3.20 per dmtu).

Cost for us to produce each Tonne =$77! ($2.20 per dmtu).

Therefore “profit per tonne”=$35 ($1.0 per dmtu )

As I see it, the £ profit for the initial run of 78000 is £1.58m!

Phase two 300k =£6.1m profit!

I stand ready to be corrected!

PC