Member Info for RamonM

Swest 42, who is the future funder you are referring to?

Mmm, so all of we are going back to a world where there won't be demand for lithium? What is your narrative gents?

https://www.warpnews.org/transportation/global-electric-vehicle-sales-increases-expected-to-exceed-20-million-vehicles-in-2025/

ThetaDecay, I understand what you are saying, but why the hell would NH and KM consistently come out and say that the discussions with the government are going well and the Minister himself come out and say that this will get sorted soon? I understand that things need a positive spin, but that would be blatant lying from all parties. Also, it is well known that Chinese don't do fair and sustainable mining in Africa

There appears to be a recurring pattern: shortly after Parliament reconvenes, there's a noticeable wave of selling activity. This seems to be driven by expectations that ratification will be addressed early in the parliament session. As a result, prices drop, and opportunistic messages begin circulating. This is likely the third time this year we've seen this happen.

If there’s still no progress on this matter by the end of July, I’ll start to question whether external influences—possibly from China—are playing a role in delays to ratification

The circus is back in town, after nearly two months off for the Easter break. It’s just a pity that most of the 275 performers still haven’t quite mastered the art of showing up for work.

https://www.youtube.com/watch?v=-y1r7QbEtPE

I'm finding it difficult to understand the situation in Nigeria. How are they attracting such large investments in processing facilities, at such short-notice? Where will the raw material for these plants come from? And what exactly is the final product these facilities will be produce?

Could someone please confirm whether my understanding is correct? I'm reviewing the latest investor presentation (dated November 24), and based on the information provided, the All-in Sustaining Costs (AISC) for Years 1 to 3 of production at Ewoyaa are stated as $520/MT, increasing to $647/MT over the Life of Mine (LOM).

https://static1.squarespace.com/static/61711d27ed0db12cacbcfb5a/t/67443809e9f71659bf06f98b/1732524048889/Atlantic+Lithium+-+Corporate+Presentation+-+SMI+-+November+2024.Final.pdf

Cantpickawinner, name one mine that will be feasible at current spodumene price???

Https://www.myjoyonline.com/govt-opens-consultations-to-revise-mining-policy-and-act-703/

Not sure if this is good or bad, given at how slow they move. Deadline for submissions is 4th June

I speak for myself, I will only believe the ratification when I see it, the Ghanaian authorities have taught me not to trust them at all, unfortunately

This is a pretty interesting article that captures nicely how Africa is not ready for Refining lithium/other critical minerals yet and that the African aspirations are years away from happening

https://chinaglobalsouth.com/analysis/africa-critical-minerals-china-value-addition/

FFS, and the company does not issue an RNS about this??

https://www.myjoyonline.com/esianfua-royal-estate-repossesses-land-from-atlantic-lithium-over-unmet-payment-obligations/

Https://www.facebook.com/watch/?v=1399734714375906&surface_type=vod&referral_source=vod_deeplink_unit

Minute 18, coverage by another Ghanaian tv channel

Https://citinewsroom.com/2025/04/chamber-of-mines-urges-quick-approval-of-ewoyaa-lease/

And yet more calls

Ghana’s Ewoyaa Ratification Delays Jeopardize Lithium Viability

https://thevaultznews.com/business/extractives-energy/ewoyaa-lithium/

I think this article captures well the situation

https://discoveryalert.com.au/news/atlantic-lithium-negotiations-ghana-lithium-market-2025/

StockCheque, that was written by the NRGI, the same CSO that recently issued the report confirming that Refining in ghana is not feasible, so point 5 of that article is now redundant. Also, the CSOs requirements are never realistic and well beyond what it's practical in business settings

Parliament MIGHT reconvene on the 16th May - see link below

https://www.myjoyonline.com/government-and-gold-fields-reach-transitional-deal-on-damang-mine/

ThetaDecay, the NDC has been kicking out the Chinese miners responsible for the illegal gold mining in Ghana. And you are saying that there are governmental deals with China??

This interview and feedback is long overdue. Ghana needs to wake up and smell the coffee - at a spodumene price of $800/MT and with a ridiculously high royalty rate and tax rate, there is no real benefit to anybody in building the mine