Member Info for Pinecone54

Life cycle of a mine-graph!

https://www.visualcapitalist.com/visualizing-the-life-cycle-of-a-mineral-discovery/

Sept 2019

With thanks to “Jimbl “ over on HC

Position on the graph - where ever you see our opportunities fit!!

PC

We need to put our shares into some context!

Fridays uplift, accounted for a “rounded” figure of say 100 million shares- traded!

Therefore a revenue figure of approx £185,000!

Now, if that was RIO (RTZ) that would represent a total of approx “4000” shares!

So the sooner we get consolidated, then institutions are more likely to take a more detailed look and invest in our future developments!

PC

Tuesday 21st January 2020

The ALM Africa Dialogue – London 2020, organised on the sidelines of the UK-Africa Investment Summit, London 2020 , brings together Policymakers, Business and Industry Leaders, and leading CEOs from across Africa, under one roof, with their counterparts in the United Kingdom for deliberations on ways to harness Africa’s economic attractiveness and develop stronger UK-Africa trade and Investment ties.

https://www.eventbrite.co.uk/e/the-alm-africa-dialogue-2020-london-uk-tickets-87588655025?aff=ebdssbdestsearch

PC

Here’s some more good news to read over the weekend!
re: manganese!

Tesla turning to manganese!

Elsewhere, manganese is becoming a more important element in the production of batteries, particularly for use in electric cars.

Tesla currently uses nickel-cobalt-aluminium (NCA) batteries for the EVs at its Gigafactory in Nevada, but new batteries made from nickel, manganese and cobalt (NMC) have lower raw material costs, a reduced charging time and a longer lifespan.

Manganese sells for less than $US1 a pound versus around $US14 a pound for cobalt, which for Tesla accounts for half the price of the vehicle.

Tesla boss Elon Musk and Panasonic – which supplies the batteries for Tesla vehicles – have both been very public about their push to eliminate cobalt from their products.

There is speculation Tesla may be switching to manganese-based batteries after it inked a five-year partnership with a prominent NMC battery researcher who has been tasked with reducing battery costs for the company.

Other large purchasers of new battery technology are also shifting to NMC batteries, including 3M, BMW, General Electric Company and Duracell.

“We’re only just starting to see the tip of the iceberg really around that,” Mr Marston said.

“As the world switches from internal combustion to electric vehicles and these mobile battery applications, manganese is very much seeing demand on that side grow.”

PC

Just had a snippet of info from HL corporate team……..ref the shares !

“I appreciate that the time chasing this corporate action has not been ideal, but like yourself, we are waiting on information from a 3rd party, something we are yet to receive.

I can confirm that HSBC, the 3rd party custodian, are in receipt of this corporate action and we are just waiting for a response from them in order to be able to communicate this to our clients.

I apologise we cannot give you more of a specific timeframe for this communication, but at the moment we are working only with the information that has been provided previously.”

So ……………..we now know HSBC have the instructions ………other than this………sorry, but no one is the wiser here!

PC

ps I have asked a supplementary question regarding the above reply, will advise when received!

I’m no share guru or a mystic meg when it comes fully understanding the day to day movements!

But just looking at the red numbers today.........they were starting to move up..........just before the biggy!!!

However, wouldn’t you think after all those “ supposed “ sells that the price would have “dropped “ by a large margin!

Could it all be down to the dreaded “MM’s” playing their games........just as we are getting nearer to the sign off?

PC

Now, not totally sure if this site works like Wikipedia, but does give anyone with any interest in our “new” owners heritage, a good grounding!

You’ll need to run through quite a bit of fodder to get some more facts that we didn’t know about already!

But, still useful to have some insights into both the business and the “Boss” and his ratings!

PC

https://www.owler.com/company/avalonbattery

Tell you what!

If we can only get hold of those *** Cal shares...........I for one will be transferring some of my bonus into my Keras account as for now it’s at a ridiculous price in view of the outstanding potential!

We need to get those shares released!!!!!!

PC

So we have now......the following scenario’s!

The ground is too wet !
......too dry!
The price is not right!

To early to start production!
But......we can stockpile!

It’s likely to be the end of the first quarter to see any progress here!

The share price, likely to spike on the news.........then back to reality once we start the next haul to expansion!

My best quess ( same as Markyess)!

Get the off take agreement signed off for a long term fix, this can then act as a buffer against any slippage of the SP as we move forward!

Still frustrating........but it still appears there is no quick and easy way to make money in mining!

PC

Well wouldn’t you Adam and Eve it!

US DOE to request info on next generation of energy storage!

Hope both our teams are fully aware of these opportunities as the requests for information to be released soon with stakeholder feedback for this new Challege!

We can only hope with all this current positivity surrounding our project that we get relished and start achieving results!

PC

https://www.rechargenews.com/transition/trump-government-launches-plan-to-become-energy-storage-world-leader-by-2030/2-1-734986

Ok so on the 19th January it will have been 8 weeks since the court case announcement!

That to me is well long enough to resolve this issue!

Failing a positive outcome on this date, we need to politely contact both CEO’s for some clarity!

Now, both would be well aware of the situation as “they” to would be seeing “their” shares in limbo!

But we need them both to get there combined business acumen on this case.......or at least release a holding RNS for the shareholders!

Whilst it’s not a disaster that we cannot trade Calidus just yet............many investors were tempted to plough good money into this and while it “has “ given us a profit.........many I’m sure would like to avail themselves of this to move on!

PC

https://www.lse.co.uk/rns/KRS/court-approval-of-the-demerger-reduction-received-p5q1xukharq9i2x.html

Cannot believe........that what appears to be “all” of our so called “professional “ brokers!

are unable to get their acts together to give us shareholders even a glimmer of a status, of the demerger transfer, which has been known by them for more than a year!

So we have some without shares, some with wrong values, others have completed the transfer but cannot advise where the sticking problem is to be able to actually trade them!

If it were a good customer facing business, I’m sure someone would be on the case...........investigate, report back, then advise shareholders of the delay and likely timescales!

So far very limited response from HL to my recent email!

Although to be fair, they did say we would get a secure message when we could trade over the phone!

But they were reluctant to say what was the obstruction!

So will just have to continue to be patient!!

PC

Hi Prop

Agree with your appraisal of the situation........however, I’d like to think......... the sooner the better!

Once we have sign off we can start thinking ahead........this will also allow the long termers some crumbs of comfort for their wait!

In return, should encourage others to see the full potential.......RL could gradually expand on the likely up rate of production.........then there’s the “battery” arena and potential quality results to keep the SP on an upward direction!

Also very frustrating that we cannot get access to our bonus shares yet!

PC

The board would have known in advance of the November meeting that a delay was inevitable!

The very same morning they post RNS that it’s all likely happening by “year end”.

So why would they not just come clean and explain what they already knew!

That mining would not start till conditions were more suitable?

I wasn’t privy to any private conversation with Russell at said meeting, but now feel a more “open” approach to all shareholders would have been the sensible option given the known facts!

PC

Hopefully, may now see some positive action early in the New Year!

Talking of which........all have a very happy one!!

To all long suffering holders, let’s get this back in the running, as the climate is now high on the agenda, in many walks of life!

May even one day get Trump to oblige with an endorsement!!

PC

So.......No Go.....Togo....

Maybe.....Twenty-Twentee!!

Happy New Year!!

PC

At least we are getting the potential noticed within the sector!

Here...... with thanks to both Dontay and Wheeze from Advfn site!

Two related links!

https://analyticsindiamag.com/heres-why-jeff-bezos-bill-gates-are-investing-in-this-battery-technology/

https://cleantechnica.com/2019/12/22/lockheed-martin-testing-innovative-flow-battery-technology/amp/

Let’s hope “we” get a breakthrough next year with all the developments we have made over the past years!

.....and now we must be looking forward to, hopefully, at least coming back to the market early next year, but with some really positive news!

Now that’s it for 2019 from me!

Wishing you all a really relaxing festive break ..........ready for a positive and hopefully exciting 2020!

PC

Potential increase of holding into Calidus

Nic Earner

Alkane resources (we will need to keep our eyes out for these guys who “currently” have a 13% stake-holding in our Co.!)

Nic expresses his thoughts about 9.10 mins into this video, about their possible intentions to increase the investments into Calidus during 2020!

Fits in nicely with Daves 2020 progress planning chart!

All positive signs!

https://www.youtube.com/watch?v=k6aw9dmbbio

Now that’s it for 2019 from me!

Wishing all a really relaxing festive break ..........ready for a positive and exciting 2020!

PC

We may not yet have access to our shares, but the project continues!

Environmental Permits

This allows the EPA to begin immediate assessment without further studies being required, minimising the time required for the EPA to assess the Project

Dave Reeves!

“In parallel with advancing the necessary permits over the next 12 months our other key focus areas for 2020 will be completing the Definitive Feasibility Study and advancing project finance discussions.
By ticking these three boxes, we will be ready to commence construction in line with our anticipated timeframe of March Quarter, 2021”

All on target !

PC

https://newswire.iguana2.com/af5f4d73c1a54a33/announcements/cai.asx/6A960796/CAI_Announcement_6A960796.pdf?download=1

Finalised before year end!
We “need” to make this happen not only for us patient shareholders but for all the future holders, to be assured of our corporate responsibilities!

Especially, with news coming up regarding the mining expansion and a possible CR.

We need to be very clear on our objectives and “what” is committed to any official news, as we move forward with this great project!

PC