Member Info for PollyWold

A 'Razor sharp focus on delivering a discovery for shareholders in 2022'

Exactly what everyone here wanted to hear, bet Muscles and co do not even acknowledge that statement.

Only a little more patience required - GLA

The trouble with exposure of a company is that it attracts impatient lunatics. Plenty around here today.

Half of me thinks the RNS was put out there to remind half this board here what they have clearly forgotten from previous RNS or investor news.
The fundamentals set out at the start of the year are still there. if you cant see that its because you are impatient and or greedy.

Hedge - i was talking to a colleague this morning and musing the idea that off take agreements would suit car makers in particular.

With the EU aiming to implement new vehicle taxation to a scheme where the entire life cycle of the vehicle is calculated, CTL, being a net zero producer of lithium would be greatly beneficial to automakers in particular.
If say, BMW were to purchase net zero lithium for their BEV, using their manufacturing at also net zero CO2 (they are now using paint produced at 0% emissions from BASF) i wonder if their USP would benefit to high value vehicles at low tax bands in the new scheme.

Theoretical of course, just highlighting the potential of net zero to CTL. Should be far more attractive than conventional mining.

Agree with you entirely, update the JORC, prove the Li grade in the next quarter and we are away.
Looking forward to the next 60 days or so.

Weatherford have an operations base in Nairobi, i.e - East Africa per RNS this morning.

GLA

In this period of drilling, data analysis and background discussions working toward a take off agreement i am more than impressed with how the company is making efforts to get its name out into the market place and display their USP.

I caught a short video link on twitter where Aldo was sharing the company information and current standing, each time i hear him speak i get more excited, this time sharing info regards the background discussions being held with household names on take off agreements, and the history of the companies new appointments in the mining sector.

Background progress sounding very positive and great to have CTL proactively providing news to the market and socials.

Undervalued hugely now, even at 30p, the on paper resource is substantial.
Markets having a dire week so a waiting game here, with patience will pay off i'm sure.

Funded to production
Resource proven
Resource demand huge

Q3 will be a good period for results, news and exposure i'm sure.
2023-2024 is not far away.

What do we need to know that's not already out there? I'm impressed with the news flow, the exploration results are positive so far.

Maybe info on who the companies preferred take off agreement would be with? Looking at EU battery producers i understand, may that be the VW group, Tesla Berlin or others.

This is a no brainer buy at these levels.

The company is putting out good news flow, this week Aldo Boitano is in London holding 30 odd meetings with investors who hopefully buy in to the prospect.
I for one will be buying as much as i can at these levels.
I have also discovered the former financial officer lives just down the road from me, i'll invite him for a beer if we reach £2 by Xmas.

Interesting interview with KMX technologies here: will take a look at Cornish lithium and their involvement with them too..

https://netcapital.com/companies/kmx-technologies

I'm confused for different reasons.
I'm not seeing this interview today as news .. not new news anyway. A drilling campaign was always planned for 2022, the detail of which I agree with you is yet to be announced to the market.

Strange to see share price rise when no new findings have been brought. Although I wouldn't be surprised to hear that RNS follows tomorrow AM.
It's a gamble trying to even understand the news flow of HE1 nevermind the stock price.
Anyway, long term hold, GLA.

Strange the way some think. The fundamentals have not changed in the company, keep selling guys I'll buy from you

Just tried a sell of 200,000 - not possible. No live quote.

Interesting webinar expected today.

Hopefully some positive news stream and a pathway to 2024 laid out for investors. Hoping for some new info.
Would expect an RNS before hand if anything significant like take offs etc

April 18th ... Easter Monday. Markets closed.

I say the same week but Wednesday, no work for 4 days prior to that in the UK and the guy on the ground in Texas will have done his work, Tuesday they will be back in the office to write up the RNS .

Rufus
The Andreas presentation being discussed here is a Linde video. No link to Vitol as such.
Find the Linde presentation here;
https://www.youtube.com/watch?v=WvJxlboPL7g

I watched the presentation over the weekend.
well, what i could manage of it, i thought it was difficult to keep an interest mainly due to Andreas style.

I'm going to give it another go and understand what they are trying to achieve.

Interestingly enough it is still at anchor.

Maybe Shell are thinking of partnering on PEL094 as it is shallower waters and require less time to develop.
The waters in Shells licence were drilled at over 2000mtrs, PEL 094 is as shallow as 500m i understand.

I'm looking at this entirely speculatively and with a positive spin of course. I would like to see Shell farm in and the drill commence by Q3.

More drilling in Shell owned licences or are they the farm in partner?

https://www.upstreamonline.com/rigs-and-vessels/maersk-celebrates-securing-multiple-contracts-with-shell/2-1-1195636

AUS firm Macquarie to buy £4.2bn controlling stake in UK gas network - this is potentially weighted toward ITM in such that existing gas network is being upgraded where necessary to allow for a greater mix of Hydrogen in the UK gas supply network.
Long term plays in the industry, only 34 so by retirement i look forward to seeing the return. All we need now is the government to look long play not just just in election cycles, decide to invest and follow it through.

not a lot really is it (sigh)

A targeted ad for a job role landed with me today that showed me details of a project i was unaware of; others may be aware but i thought it worth sharing.

It seems there is more than enough appetite for Hydrogen to be used in this country, with gas dependency in the spot light more than ever due to the Ukraine war.

Hydrogen east network aims to add 20% green hydrogen to the existing gas network; interesting link below detailing the extent. The project will require 500MW electrolyser on site in Teesside and another in Humberside.
https://hydrogeneast.uk/east-coast-hydrogen-launched-in-north-east-england/
Detail on the Teesside scheme;
https://hydrogeneast.uk/new-green-hydrogen-project-eyed-for-teesside/

It seems to me that the JV with Vitol may be a facilitator to involvement in the scheme for ITM.

Vitol partnered on the scheme some time ago - details at this link.
https://hydrogeneast.uk/companies-join-forces-to-develop-humber-zero/