Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Didn’t realise we had so many fans!!!!!!
PC
Early success would be to resume the F.I. project!
If you check out the past analysis, it does give us a good starting point, considering it has a 60 year mine life!
So there is plenty of mileage in the resource!
As for Togo…………. until we get “ any” update…….only the board can advise!
PC
Well………..firstly welcome to our club of patient holders!
As for predicting the share price, it’s been sadly challenging to say the least!
We have been on the cusp of success, but a lack of comms has given many here a very nervous period!
By the sound of your post your happy to loose it all, if so, you alone will decide the risk, as of today and in the short term, we cannot see the reward element any time soon!
PC
Question………
When ( if ) we eventually get an agreement in FI !
Even if we are certified “organic”……….. with prices of the “ordinary “ grade likely to be moving much higher in the future!
And as we are trying to get a good market share, couldn’t we just sell it as “ordinary “, to get as much product into the world markets, as quickly as possible?
We have at least 60 years of production, to eventually provide the “ organic” product, at a premium, to the discerning farming community!
Time is short in the world fertiliser markets!
PC
Wonder……….who is lurking around in my bottom drawer?
PC
Perhaps………he’s changed identities and now living in South America!
Who knows?
PC
You’d have thought by now they could find some common ground, a truce perhaps, the world is in a precarious place right now!
So will they make up or carry on regardless?
Or will we have to await a decision by our leader to accept perhaps, a smaller than expected increase chunk of the business?
PC
Thanks Andee!
One of the advantages of not being listed!
Details released by our partners over in Oz!
Whilst we await our take on the news, everyone can read the results of first exploration of Lithium, on their website!
Looking good……. as far as my knowledge goes!??
PC
Yes Markyess, not straightforward, but as Jimbl has eloquently put it in the past, our board have “done alright jack” out of the project so far!
Having said that…………their total commitments, do give us shareholders, some crum of comfort that hopefully they would put “all” shareholders interest into consideration; should a similar action materialise in the future!
PC
At the current Gold Price!
It would take just two weeks worth of Calidus Production, to take out our Market Cap!
Could there be a benefit for Calidus to have this all under their wing, as a total group of individual commodities ?
Just a thought!
Don’t shoot the messenger!
PC
Hi EP
I’d love to be able to provide an insight, however, only the board can advise, as it’s in their court, so to speak!
So for now………it’s a waiting game!
PC
Hi Jimbl
“We expect to have this marketing solution in place prior to commencing next year's sales season in the first quarter of 2022”
If we do, then surely it’s to be reported!
Nothing in my post could be construed as rampy, just trying to keep positive under the circumstances!
PC
It’s worth remembering the BOD have a sizeable chunk of this business and unlikely this share price action,hasn’t gone unnoticed!
We are due an update this quarter, but only on the FI front!
We certainly need a positive RNS to halt the current uncertainty!
However, it’s likely to be a typical response from Russell, but I’m sure they are all aware of the critical nature of our predicament and will respond accordingly!
PC
Manganese and EV’s
Ok I know, been here quite some time!
But……. if it was to turn, might be an interesting discussion on our current problem !
Now there were a couple of interesting facts that I felt came out of this, one being 90% of the manufacturing capacity to produce the “high” specification of manganese sulphate is currently with “China”!
Because of that high % that our potential off taker, could possibly be a EV supplier within that country?
Ignore the out of sync video, but gives quite a few insights to what we all hopefully will come to pass with our investments!
https://m.youtube.com/watch?v=wDotcWlYiUM&autoplay=1
PC
Consensus on Lithium!
Article outlining this metal and it’s potential trajectory!
https://www.kitco.com/news/2022-01-21/Car-ownership-may-fade-due-to-rising-battery-metal-costs.html
Make of it what you feel fit!
But more likely prices “will” rise!
PC
All we need now……. is for Russell to turn your dream…… into his reality!
PC
As one hits an all time high!-the other?
PC
Hi Andee
Managed to get a few more on Tuesday, just in time for the first of the many re-rates!
Now back to Keras, cannot believe our team would let this asset slip ( DC ) from their grasp!
It’s a mine, with a sixty year life, producing ( ok on hold at mo !) products,that are surely in demand, in a safe jurisdiction !
Now if we can’t afford to run it………someone will?
So it still has a value……. that’s why I’m confident I’ll soon be checking these out of my bottom drawer!.
PC
Where there’s life……… there’s hope!
PC
O dear!
My bad………..just divided the price paid by the quantity, I’ll remember next time!
Let’s hope, we all get what we deserve!
PC