Member Info for RobinHood69

Carp excellent post and one we have all to think about over the weekend. Lets hope the negotiations actually go ENH's way. My guess since new year is elections May June when ANO have gained more political % of the votes. There has been disgust voiced by the population, but he has also gained voting share. When will he be kicked out over the fraud question? Can nobody touch Babis and Kezman ? Anyway, suns out and a hot summer coming lets hope it brings a hot share price too ?

Miro. Sorry my friend, but could I point out that Babis is a dumb ass and backward thinking. Ever since he has been democratically voted in by the Czech public, he has given them what they want. The man is two faced and has said so much to contradict himself, nothing he says or his own media says can be taken as fact. You said the forming of the gov does not impact on a mining permit being issued, let alone a while load of other issues ? Babis has plans to cash in on Cinovec. His main ace is he can hold planning till the cows come home, he can hold that licence for ever and not issue it ever. You cannot say that. As for the last 7-8 months DFS does not and has not moved forward anything like it could have. 1 - pilot plant should have been started by now 2 - Drilling to prove up to DFS standard the resource. That should have started last year and there is ZERO reason why it has not already started other than Babis killing the golden goose. The man is a .... sorry, I fully understand what you mean and provide constantly good views on here, but we have to be clear to others. Babis has also killed inward investment in to EMH eg ARCO. Why are they waiting ????

£32,000 down. An important month coming.

Mr C, I think we are on common ground.

Can KAZERA mine 11mt pa of pegmatite ore only ?

"The United States does not have a niobium or tantalum mining industry because resources are of low grade, and the United States must import all of its niobium and tantalum source materials for processing,” according to the USGS." "U.S. tantalum consumption rose by 40% in 2016 compared to 2015, according to the USGS" https://agmetalminer.com/2018/01/25/tantalum-lithium-markets-set-grow-over-next-four-years/

LITHIUM SPODUMENE .... hard rock required. China WILL drive world demand. Please read the Deutsche Bank Nov 2017 view for 2018 at the start of this link. Not my personal view but the market. https://www.nextbigfuture.com/2018/04/this-unknown-rock-will-revolutionize-transportation.html

If KZG have a client who wants to buy all the Tantalum the mine can produce and they have 2 possible further clients , 1 auditing the mine, would it not be in KZG's interest to get the 2nd / 3rd offtake agreed and then build up to supply ? 10,000t of Ta per year is a lot. The US stockpile of rare earth metals is set at 10,000t as a standard preset holding, with nothing being used. Would you step up production if only 1 client is signed up ? Those in business may be able to shine a light on the possible implications v risk to a 2nd client being named ? Kemet for example use x amount for the current supply run, but as battery and home energy storage builds quickly they will need to expand the integration chain, which is costly so waiting for confirmed, reliable , constant and quality takes time. KZG could step up to 10,000tpa, but would Kemet for example need so much more and all within a few months? Some know the agreement was made months ago and KZG AFTAN should be stepping up from just the 4 suppplied currently, but maybe Kemet have to wait to build in to their chain inorder to accept KZG production ? From KZG point of view, is 1 client enough to justify the step up ?

Deutsche Bank Chinese review from last Nov and is basically what is being said in Australia. China will drive demand all over the world and apply pressure to all spodumene high grade projects. That includes lepidolite which is possible to process. Last week it was stated that lepidolite was too expensive and difficult to process. My earlier link to Jangxi shows they want to import from higher grade deposits worldwide. http://pg.jrj.com.cn/acc/Res/CN_RES/INDUS/2017/11/6/8690d6d8-7533-4082-a753-9a4e6880c2b0.pdf

"We produce industrial grade lithium carbonate currently and will upgrade to produce battery grade lithium carbonate before the end of 2017. Our daily running capacity is 20t now and will reach 30t before November; next year our group company plans to add the capacity to 36,000tpy which is calculated based on lepidolite resources owned by Jinhui Lithium at present. We will further acquire miners and cooperate with overseas miners in order to integrate resources and realize integrated procedures from lepidolite ore production line to lithium carbonate production line." http://www.asianmetal.com/metal_cron/2017/index_lunshi_lihuizhao_en.shtml

Jiangxi Jinhui Lithium Co Interview, General Manager of China operation. Jiangxi signed the Offtake of Namibia's Desert Lion Energy lithium to process lepidolite tailings for the next 12 months and mined ore there on afterwards. CATL has looked at their processes. http://www.asianmetal.com/metal_cron/2017/index_lunshi_lihuizhao_en.shtml " Extracting lithium from spodumene, which has formed a traditional set of technique so far, is the main source to extract lithium carbonate from ores with mainstream consumption of 8t of spodumene to produce 1t of lithium carbonate. There are many methods to extract lithium from lepidolite and all of them are not very difficult, but many enterprises have focused on the operation of capitals with no enterprises realizing mass production of lithium using lepidolite as raw material. We use the low-temperature double salt roasting method to produce lithium now and it has many advantages such as low consumption, suitable for mass production and environmental protection. Nevertheless, there are still many shortcomings for our company which need to learn more from other elite companies and to make more efforts to do well in extracting lithium carbonate from lepidolite."

7th Namibian Mining Expo 26th & 27th April. Battery tech is the hot topic. https://economist.com.na/33572/mining-energy/exploration-of-battery-minerals-positive-for-local-mining-sector-chamber-of-mines/ Larry's news release soon ?

Betfair, purely based on what I can find, the contracts for supply will vary. As its not a market like gold or platinum each purchase is negotiated. As KENV KZG signed last year and from how rns have been worded, I think Larry has said Tantalite Valley Mine historically produced finer and even higher Ta than 51% which KZG have pulled up from mid 40's%. I would therefore guess only minimal amounts of client examined quality will go through, so allowing for some lower grade not just the highest possible, inorder to provide a mutual supply with the intention of more, finer, higher grades to come. I would not get hung up on high grade = highest deal. Happy to show the product, grade and reliability to the NYSE listed company and provide a guide to anyother company that requires Tantalum not from the Congo. The by-product being Niobium, Beryl and Lithium which all add value on top of the deal done. Sitting and waiting to be processed.

Mrremmy, on the KZG website is google KZG map and initial pegmatites shown in green. Zoom in on the drill tag. Directly East at 3pm , is that a retaining wall ? Go to the bible and that is one of the old historic dumps looks about 15-20m x 25-30m and has a path directly up from the plant to it. Also zoom in on Main Signaalberg. Nice spoils and enough to be chucking straight in a waggon and down to the dump for processing straight away ??? Optimism for you all. If Desert Lion Energy can do it just up the road, then its something to focus on, bringing extra Tantalum and processing some of those tailings and getting the samples sent out for evaluation. There are multiple open seams on display, so obvious, I am kindda itching to talk to Larry ( no chance there lol ) but where to drill next to add to resource. Several seams to look at and add some more green highlights to the google earth map.

I got $158.00 per lb. 550lbs of Tantalum per ton - 2200 approx lbs in a ton - the value of lbs per tin was from the sale documents in 2002 when from memory Tant had bottomed around $20-40 per lb, so a very much different proposition now. Add on any Niobium Beryl and the Lithium at $8-10,000pt as a long term average. Cost to extract approx $150-300m as its surface seams mainly with very little depth - most cores reported 2% last week were less than 50m deep.

Someone selling a lump again ? At 2.5-2.6 ? Why. Yes ok I can hear you all shouting the good points you make, but the mine, dispite some views is not worthless and will be shown so. Why take a hit unless its bod ?

"The Petalite and Lepidolite zones are estimated to contain 8.12 million tonnes in the measured and indicated category of 1.37% Li20, and 0.360% Rb20." Kazera grades are WAY ABOVE 1.4%. Tantalum near higheist in the world. Pressing ahead and viable with " It also has the potential for several by-products, including feldspars, silica, rubidium, cesium, and tantalum". will they just leave it sitting in the ground ? F will they and they will not be allowed to just sit and wait lol. http://resourceworld.com/index.php/avalon-sees-lithium-opportunity-separation-rapids-project/

Tantalum is not traded on the L.M.E. - or any other exchange. Prices are set �either on long term contracts, or parcel by parcel -between miner or trader and processor, on a confidential basis. Most technical journals that take a stab at current prices would admit their figure is no more than a best guess, based upon �discussions� with one or two industry watchers. Even the industry body, the Tantalum - Niobium International Study Center (T.I.C.) which collects, collates and publishes data on volumes of material as it passes through the supply chain, is by its mandate , and for anti - trust reasons, prohibited from collecting, publishing, or even discussing current and future prices. https://www.tanb.org/images/Much%20ado%20about%20tantalum.pdf

Does Kemet disclose where it buys its Tantalum ? Does Apple disclose where it buys its Tantalum ? Does AVX disclose ? Nope, they are all multi million dollar companies who are supposed to not buy from the Congo. That is it. Why would these companies not say where they are getting all supplies, yet KZG are the devil incarnate for not ? Simply its an industry work practice. Do I agree all company should declare , yes I do, but they dont. I accept this and have invested. Once a 2nd or 3rd Tantalum client cones onboard then tonnage can be declared as it will not be specific to the NYSE listed company. Will will simply then be informed of production and sales BUT do not expect to hear about value per lb or ton as its a specific deal, with no market price as such.

http://www.proactiveinvestors.com.au/companies/news/193839/walkabout-resources-set-to-unlock-lithium-cobalt-gold-and-graphite-opportunities-193839.html Lithium pegmatites even further north away from water ? Why are they bothering. Dumb asses. Lol