Member Info for RobinHood69

See its not just AIM companies who can go quiet lol. Weird use of the term in a business ?

Namibia gov have been talking of mining in general. Big conf was held 26-27th April. Gov want value from the chain of mineral production to be retained in Namibia, so maybe the lithium is now more important for Namibian inward investments ? Larry having to play ball in return for permits and helpful terms from the Gov now ?

Pranch, I dont get the tantalum story here ? As you know I came around to shipping and making cash on Ta. The value is in Tantalum as the tailings produce by-product lithium. Simple business says to keep cost down and minimum water useage, just keep doing what they are doing and build up a proven supply ? The NYSE listed company said it csn take all the Tantalum KZG can produce and another company has done an audit of the mine , as of April. Why not just carry on building up ? Focusing on lithium tantalum deposits all over the place WILL 100% prove up the lithium. The old data is there. There are already inferred and indicated resources at 4 mineheads so why push to use up more time and cash when they already have more than the plant can possibly cope with ? It makes no sense and for that reason it worries me.

Well ... I agree. It is what I expected , another drilling campaign, but I would like to have been told another shipment has been made ? A poor and might I say very obvious "lets look at the resource closer" waffle. Billy the bull has come out. So will it need that raising ? I have disagreed with raising with no actual reason which some say is down to just burning cash. However, if this produces a raising to increase JORC then that is investing for a reason. That said I am not happy with this rns. Sounds like can kicking, like the old days. RBR and TIGER I am happy to conceed to your views on a leopard not changing its spots ! My optimistic short term view is now wrong and you are correct to a degree. Good call guys. Can anyone contact proactive invester to get the question of shipments asked for the customery interview via skype to LJ today ? Also ask how long the drilling of 3000m , depths around 150m -200m max per core, means a lot of drilling !!!!!! http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/KZG/13644321.html

Plappers, should be grades around the same as Cinovec, so a lot of work needed BUT in the US they are using tech to produce brine not via natural evap BUT processed WITHIN 72 HOURS ! Many lith investors cannot or have not seen this huge tonnage if material coming to market by 2022. This will be high grade lithium too so starting from much more viable grades. Those rock companies with less than 1% ave are going to be screwed by cost by 2022. Rock spodumene will still be sort by China IF its grades are high enough to come close to processing cost by ton. KZG will imho be extracting and probably selling on as the main Namibia plant will be built at Windhoek and water will be in plentyful supply there for the extra processing roasting if needed. Leaching will be done at TVM. Good job we have Tantalum and worldclass grades.

Is this the commodity house who signed with Severin - owner of TVM - in 2004 ? Is this agreement to supply still in place as they could be forward selling to the NYSE listed buyer at the moment. http://europe.autonews.com/article/20180515/ANE/180519863?template=mobile02&X-IgnoreUserAgent=1

What is the point of the post old but not wise ? We know they are selling Tantalum. Cash is coming in since that last accounts report ? Do you really know the company balance ? No. Nobody does. Likely cash call for investment, very much so in new project they have clearly stated or further upgrades and drilling costs for UPGRADE to LITHIYM JORC. Now that could supercharge the sp from here. I guess you are glass half empty and I am glass half full, but it is not right in what you say. Been hearing about cash call since Nov 2017. Has there been one yet ? Nope. I wonder how much cash the 5 shipments of tantalum have produced ? Answer that and it answers why no cash call ??? Cheer up fella. Oh no action ALSO means no selling lol. Half empty or half full ?

I work with people who do, but not me specifically. Although I am a bit of a weather nut. Being on the road so much makes the weather pretty important most days.

PS , I add the threat to natural trading with alogrithm trading at worrying heights as voiced by many City bosses as falls are now often oversold due to this new invasive technology. One world event and you have a flash crash that the world may not be able to change as AI takes over.

Amazon and tech, will be roled out here. John Lewis CEO and Walmart pulling down to only 40 odd % of Asda know who is coming to market. Walmart on savings in UK investing in India for their revolution. The UK revolution will start with Amazon muscling in, are already, but thats to come.

Off topic. Mr C. Do you hold any gold ? Any thoughts from the experienced investor guru ;-) Oil spike = inflation? Brexit I hear from Brussels is 80% unlikely to happen at all = UK crash as companies will have no idea how or where to invest. The answers will be not simple. I work as a retail analyst, its getting screwed and will when Amazon buy in. Loss of low skill jobs and increase of zero hours + Amazon automation will hit the masses and thats less tax and money flowing in our economy. I can physically see the cuts , cuts and more cuts hitting now. God knows what is really coming. The CEO of John Lewis was very on point in his interview. Imho by October things could be pretty bad with no answers. I want to be out of AIM by then or before if Larry can get another client and JV soon. Any views welcome.

Although in the US it shows the chemical specialists are stepping up rather than just QMC, FMC ALBE etc... Desert Lion in Namibia got that Chinese Lepidolite specialist deal and have already supplied 30,000t lce. https://globenewswire.com/news-release/2018/05/09/1499133/0/en/Standard-Lithium-Signs-MoU-with-Global-Specialty-Chemical-Company-LANXESS-for-the-Development-of-Commercially-Viable-Extraction-of-Lithium-from-Operational-Smackover-Brine-Resource.html

I was in that crap too Islandgirl. Oh those memories.

Ebola back in DCR. This could impact on their production if the spread is anything like the previous Africa event. Could have a good effect for other countries like Namibia ? Clutching at straws, but I hope the outbreak is contained this time.

Cheers digger. Enjoy the sunny weekend and put both to the back of your mind for a few days. I am.

Mainly comparing <2% lithium grade. JORC will come good incomparrison imho. BUT I have been swayed by the Tantalum with current supply and cash generation to increase , yes slowly and unclear on how much, but looking at the tables and feedstock tailings, 40+% Ta being worldclass. NYSE guys would not hang around when you can buy from Oz either, so they seem to be happy ? Good luck with sav digger. Got a mate in their so not meaning i want it to fail, just saying. You are right. Other than grade here being double and worldclass Tantalum production and shipped to the US , there is no comparrison.

Just checked out SAV , struggling to get past the 2 peaks in the highs if the year. No doubt it will drop back to 5-5.5p as always. 2 other assets not helping it past 10p where it probably should be in the lithium ? Most miners are struggling in the lithium market. Once the big guys draw the demand out for actual sales of large lithium battery quantities I guess then we will see who really has the good stuff ? TAW next to Galaxy Res . greenbushes is now supplying china with LCE. They cant even shift past 50c or approx 35p and they are next to greenbushes and supplying ??? Now that blows my mind ? Should be a dollar plus you would think? KC over at emh told me it was one of 'the' best mines in Australia. So who really knows what to do ? Just got to wait.

Is it ? Think its been mych lower in the past 2-3 weeks ? No patience. Next shipment if going by the last monthly supply should be anytime soon ? Drilling results possible for LITHIUM <2% which pizzes on SAV grade and they got a 12% increase on that rns, but have two stones holding the company back with the lithium rocket launched it was as best they could do ? Tantalum 2nd client would be also a possibility very soon as the mine passed all the clients requirements and audit. You dont audit and say its successful if you dont want in ? Negotiations of KZG conflict free Tantalum supply going on now? As the first client has the right to all production (?) it should be interesting from now on and I still fully expect Tracarta to increase their holding from 7% up to 10%+. We are all warching and waiting. Just time for me and nothing to worry about. As I have now come around to Tantalum supply and looking at 20+ Lithium explorer's AND those who can produce, the markets are killing most sp's. Tesla failure is bad news for PR for electric as a whole and will put off many who are chasing rainbows. Now I feel glad KZG actually have a quite specific production mental already contracted and be8ng supplied to a NYSE listed company. I take solace in this and hope for a good set of LITHIUM core drills, this time going in to the main Lepidolite seam and not maybe the tailings on the track which appears to have been the possible case. Desert Lion shipped the largest lithium month shipment of 30,000+ tons of LCE this week. ALL from tailings being processed in Namibia. Food for thought. A good buy in price imho.

Mrremmy, exactly what I was thinking. GC got his smelter ready yet for Vanadium ?

No , Geologist from Congo , Ilunga. He used to work for Weatherly in DRC and Namibia at Tsumb copper mine.