Member Info for SeisNav

I wonder if it might be connected with the drop in target price for Qualcomm stock yesterday? Just speculation as with seemingly so much good news just around the corner I don’t see any other reason for it to drop.

I’m definitely suspicious of people posting anonymously on message boards (until they demonstrate honesty and reliability) and you should be too. If you choose to believe everything you read then good luck to you.

If I was the suspicious type I’d say you were a trader looking to add negative sentiment when the price is dropping. :-)

“The KX11 comes with the strongest vehicle specification level Qualcomm Snapdragon 8155 chip.“

https://www.zigwheels.ph/car-news/geely-kx11-suv-makes-world-debut-at-2021-shanghai-auto-show

“The P5 is also the first vehicle in its class to deploy Qualcomm’s Snapdragon flagship SA8155P auto-grade computing platform, 3 times more powerful than the previous generation.”

https://www.businesswire.com/news/home/20210419005651/en/

https://www.business-standard.com/article/economy-policy/copper-is-the-new-oil-demand-for-the-metal-expected-to-soar-this-decade-121041700450_1.html

https://www.lme.com/Metals/Non-ferrous/Copper#tabIndex=2

Copper and copper stocks are rising again but clearly the market has overlooked us as a copper producer... at least for now.

the tick up in price is much more likely to be due to the recent surge in copper prices rather than any leaked imminent news on ARCM

https://www.business-standard.com/article/economy-policy/copper-is-the-new-oil-demand-for-the-metal-expected-to-soar-this-decade-121041700450_1.html

https://www.lme.com/en-GB/Metals/Non-ferrous/Copper#tabIndex=2

https://finance.yahoo.com/news/uk-intervenes-nvidias-takeover-arm-124241463.html

“ According to GWM, the Mocha will be equipped with Qualcomm's 8155 auto-grade chipsets, AR-HUD (augmented-reality head-up displays), Level 3 autonomous driving domain controller as well as the automotive-grade 5G+V2X system and LiDAR.”

http://autonews.gasgoo.com/70018163.html

Hydrogen creation is currently costly in terms of energy consumption and also much of what is currently produced creates greenhouse gasses as a by-product, so it’s not an ideal solution to replace gasoline in the near term. I’m sure you’re right that in the future, once ways are found to generate cheap renewable hydrogen then it will be a much better solution but who knows how long that could take.

I have read that there is the potential to use PGM’s to improve performance in lithium batteries used in EV’s but I don’t know how advanced that research is or how likely it is to happen. That would make a difference for sure if it becomes a reality. Happy to be corrected if I’m wrong on PGM future usage.

There is a story on the NVIDIA website about it from last Monday which made me think it was current news

https://nvidianews.nvidia.com/news/volvo-cars-zoox-saic-and-more-join-growing-range-of-autonomous-vehicle-makers-using-new-nvidia-drive-solutions

https://www.motorauthority.com/news/1117344_volvo-highway-pilot-promises-unsupervised-driving-on-highways

Apologies if this is old news, there are so many posts on here its hard to keep up!

How long will that demand for PGM’s be maintained? Something like 40% of PGMs go towards the automotive market so what happens when we transition into electric vehicles and that demand for catalytic converters, spark plugs etc is no longer there. Obviously there are other uses for PGM’s but it will have a huge impact on price in the longer term. Would you want to invest billions in a mine knowing that? Fortunately we are in the ideal position to exploit the short term demand in PGMs and also the longer term demand for copper... win-win situation!

When you see the number of tailings dumps worldwide it really brings home the potential of this fledgling industry. I think we have a huge opportunity to push the ESG aspects of the business and rebrand ourselves as an environmental rehabilitation company. That could open so many doors!

https://tailing.grida.no/

AA were always the best option to get involved with, they have previous knowledge and exploration data on the area and with David Wood as their Discovery Manager in Zambia they have someone who was involved in the Sentinel discovery and is intimately acquainted with the regional geology. I think that’s why they were prepared to enter into an extended EA. I’n my view the chances of them walking away at this late stage are zero... they know what’s we have and its getting more valuable all the time.

The Shipowners Perspective
https://youtu.be/z6tu3EqSc8o

Including EVP of MSC, Bud Darr with some relevant comments

Port Infrastructure, Logistics and Supply Chain
https://youtu.be/qoGKVKtb7-A

Ask and ye shall receive :-)

https://youtu.be/ID4RtAF21Q0

If you don’t have trust in the management why are you still invested here? It seems to me that you talk the company up when it suits you and talk them down when it suits you.