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Who knows Tiger but, the EU should be throwing some serious money around in a few months time. Unless he is bare faced lying then it's the only thing that makes sense to me. I don't think he is a bare faced liar.

A couple of EU Lithium plays have signed deals in the past week, a few others are waiting for their grant applications to be approved. So the timing makes sense, it's just a shame we have been waiting so long, I hate being in the dark as much as anybody. I imagine AV didn't even want to talk about the strategic review in that update but he has to at least mention it. I agree it seems a bit foolish from where we are sitting to be relying on the EU machine, but there must be a good reason for it (if I am right). I guess we'll know soon enough.

Whilst I'm disappointed with the lack of meaningful progress on the surface of things, I suspect the delay with the Lithium will be to do with the EU Critical Raw Materials Act. The EU are due to be dishing out grants by the end of the year and I wouldn't be surprised if we are partnering with a company that is waiting to see what they can get for free - otherwise the 12month + process doesn't make sense as he was getting offers galore last year apparently (probably Chinese). This is possibly why the strategic review has now incorporate other metals, maybe it's all related to getting as much money from the EU as possible and ticking as many boxes as they can, which will hopefully mean a much better deal for us shareholders.

This might also help explain the almost 180 degree turn in keeping shareholders abreast of what's going on by ATM over the past 12 months. Probably a lot of plates spinning and having to tread a fine line politically. I really hope I'm right with my guess and long term holders will get rewarded in the end.

Piedmont sells shares in Sayona - nice lumps sum for ALL build potentially.

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2224-nasdaq/pll/156210-piedmont-lithium-sells-sayona-mining-shares.html

I get a daily newsletter from Junior Mining Network - www.juniorminingnetwork.com - I didn't see anything about Andrada's recent drill results in their update yesterday. I don't know if this is the type of thing you mean, but I would have expected to see something so I imagine there is indeed an issue with stuff not being picked up that should be.

Not to mention the local employment opportunities/taxes, supply chain benefits for other citizens and companies. The training, the scope for major expansion of resource which could easily double or treble. It also helps firm up Ghana's credentials as a very supportive place to do business.

It's a no brainer, especially in this financial climate.

Piedmont just received the last permit needed for Tennessee plant, so they will start construction. A very nice positive.

https://piedmontlithium.com/piedmont-lithiums-tennessee-project-receives-final-permit-required-to-advance-to-construction/

It looks fishy to me. The 'News Agency' has 13 followers and much of it doesn't make sense at all. It looks fake to hit the share price, I'm sure there would be an RNS if there was any truth to it:

Accra, Ghana – (African Boulevard News) – In a surprising turn of events, Atlantic Lithium has rejected a bid from a Ghanaian mining fund to increase its stake in the Cape Coast lithium mining project. The bid, made by Ewoyaa, a Ghanaian mining fund, was an attempt to secure a larger share of the lucrative lithium mining industry in Ghana. However, Atlantic Lithium firmly rejected the offer, leaving Accra with the last word in this ongoing saga.

The Cape Coast lithium mining project, located in the Central Region of Ghana, has been a key player in the country’s push to become a major player in the global lithium market. With lithium demand soaring due to its vital role in the production of electric vehicle batteries, Ghana has seen an influx of interest from international mining companies looking to capitalize on the country’s rich lithium reserves.

Atlantic Lithium, a leading international mining company, has been at the forefront of the Cape Coast lithium project since its inception. The company has invested heavily in the development of the project, and its rejection of Ewoyaa’s bid demonstrates its confidence in its ability to drive the project forward.

“We appreciate the interest shown by Ewoyaa in our project, but after careful consideration, we have decided that their bid does not align with our long-term strategy,” said John Doe, CEO of Atlantic Lithium. “We remain committed to the development of the Cape Coast project and believe that our current ownership structure is best suited to achieve our goals.”

The rejection of Ewoyaa’s bid has sparked speculation about Accra’s next move. As the Ghanaian government seeks to maximize the country’s potential in the lithium industry, it may have a say in the matter. Industry experts believe that Accra may intervene to ensure that the Cape Coast project remains in the hands of a Ghanaian-owned entity.

“This rejection could be seen as a roadblock in Ghana’s efforts to establish a strong foothold in the lithium market,” said Jane Smith, a mining analyst. “However, the government has been proactive in supporting the development of the mining sector. It won’t be surprising if they intervene to protect Ghana’s interests.”

While the future of the Ewoyaa bid remains uncertain, Atlantic Lithium’s rejection highlights the company’s commitment to driving the Cape Coast project forward. With lithium demand expected to continue its upward trajectory, Ghana’s mining sector is poised for significant growth. The outcome of this bid rejection, and any subsequent government intervention, will undoubtedly impact the landscape of the lithium industry in Ghana.

As the saga continues, Accra may yet have the last word in the battle for the Cape Coast lithium m

Just listened to the presentation, all sounds very promising. 40-50 potential partners have been in touch hoping to get a deal done, decision by the end of the year!

Found this, not ideal but I think it does mean the kit can't detect rather than it tried and failed:

"The direct determination of lithium by XRF is practically impossible due to the extremely low fluorescence yield and long-wavelength characteristic radiation of such a light element. "

https://pubmed.ncbi.nlm.nih.gov/21986084/

The below sentence could have been written clearer. I assume he is saying the handheld pXRF isn't capable of analysing Lithium, rather than the equipment has looked but can't find it?

"Handheld pXRF analysers cannot detect lithium directly".

I don't know enough about the analysers to know if it's just poor wording or not, but I assume/hope from the way the rest of the RNS goes that it's like asking a kettle to make toast if attempting to find lithium with one of those things.

Just checking the Hot Copper site and I have pasted beneath what a poster stated a little earlier (I have no idea how reliable they are). Obviously the first suspension announcement from LLL referenced the DSO being the issue, so it makes sense what most people have been saying on here that this is LLL specific and absolutely nothing to do with KOD. Poster says:

"I received an email from the company. They cannot provide me with details for obvious reasons, but they reaffirm that it is a matter related to the DSO (Direct Shipped Ore): 'We are in ongoing dialogue with the Malian government over correspondence received relating to plans to produce direct shipped ore.' They also added this comment: 'We have a good working relationship with the Malian government, and once we have finalized our discussions, we will make a detailed announcement to the ASX'.

Yeah TopTiger, the board is irritating sometimes on KOD but I think the majority of that is because of this pathetic squabbling between Prem/Kod, people need to grow up - it's really off putting and I often find myself having to take a deep breath before opening up the page.

I've got just over 20mil KOD so I'm in quite deep, the delays appear very unprofessional, I think most people would be more forgiving if they actually explained why and not left it up to us to guess. This blind trust we are expected to have that everything is under control doesn't sit well when the issue could be easily nipped in the bud (I assume). As I said earlier I'm happy with ATM and their way of handling things, but the Orion Financing situation is not ideal given it was mentioned ages ago and we have no clarification as to what the hold up is. Granted we probably are better off without it, but again we are left having to connect our own dots. Some things they can't say though, but maybe it's the same for Bernie at KOD. Good luck, with both of them anyway I think we'll be rewarded if we have patience.

Yes Nesty it was very unfortunate with the ALL CEO passing away last year. Although the stock shot up to almost treble where it is now shortly after as they started talking about buyouts, which drifted away with barely a mention and despite constant positive news the share price has drifted. I think they may have messed up with their initial license request as there is a quirk in the Ghanian Mining code, and obviously the Ghana gov are wanting lithium processed in country ideally which led to them changing things (I've only been investing in AIM for a couple of years). I think their DFS has been misconstrued and like all things the delay has led to people looking for things to do in the interim. In 12 months time I imagine ALL will be flying again. I really like the sound of the BOD at ALL, but especially here at ATM.

The next 3 months here at ATM could be immense in particular, I just really hope they nail their choice of partner, I'm very confident in them delivering for us and hope to be holding these for a very long time.

I'm in both KOD and ATM. KOD is just suffering from the Mali Mining Minister changing, the Leo stuff is most likely unrelated as it's to do with DSO and KOD aren't doing that, but it just adds more opportunities to create fear. Although it is very frustrating waiting and the BOD could be more communicative imo.

I'm really optimistic about ATM, they seem to be much more proactive , but again the Orion financing situation is very similar to the KOD Funding delays in terms of extensions without any solid information being passed to the shareholders (I appreciate Hainan is 10X more important to KOD than Orion is to ATM). I'm also in ALL and it's a similar thing their with MIIF investment dangled for an eternity. I'm realising fast that most AIM BOD's are very quick to bang the drum about any sniff of financing/offtake, but then try to bury their head in the sand when slippage occurs, often times it seems that this is out of the BOD's control, but they need to give us more credit in being able to remember what they have said previously. If only they would be more open I think more trust would eventually return to the market and we'd all be more successful longer term. I'm confident long term in all three stocks I mention, but ATM is the one I think will be most successful, to be already producing tin and having licenses in place is such a huge advantage and I think missed by the market.

Obviously the placing is disappointing. However having read the RNS thoroughly it does give the impression that the opportunity to acquire the new licence is too good to turn down and if it's being granted imminently (and I sense certain nods given) then it may just have been a timing issue. It also potentially gets us to cash flow quicker and the vast majority of the money is for the drilling. It's nice to be in control of your own destiny so any farmout of Anchois will likely leave us playing second fiddle, a major partner may not be as desperate as we are to get to cashflow as quickly. I appreciate we will likely get a big lump sum with the farm out but I do see sense in the raise, IF everything is legit. I do feel a bit hoodwinked as I'd have put a lot of money on the next RNS being the big one, but the placing price isn't too bad considering and it gives us a bit more negotiating power as we only had $4mil in the bank.

I'm in this for the long haul, so I appreciate others may feel differently.

I checked this today and it updated, I assume positive progress has been made as Xinmao Investment Co has significant control of KMUK. Are we there?: https://find-and-update.company-information.service.gov.uk/company/14477383/filing-history

Thanks, I had a look on the website. I wouldn't read anything into it personally, 4 of the 5 companies under 'Latest Research' (which goes back 6 months) they say exactly the same thing as they do for Coro, ie. stopping coverage, seems like an Align thing rather than a Coro thing to me.

I took on the bulk of my buys at £3.30p, been trying to average down as best as I can, but it has now become my largest holding in term of money invested. The fall and lack of bounce is really puzzling, it's like people don't realise they acquired Quantuma for insolvency and restructuring work which will be coming into their own now.

Every time I hear John Rigby speak I am always impressed, the numbers look fantastic, the prospects seem great (BEG and FRP doing well). They are even doing great with M&A work. Hopefully they make a nice acquisition to recapture interest, I'm in for the long term as I like the plan, but the SP is concerning short term. Hopefully we see a turnaround over the coming months. I hold a fair few shares but this one is the only one that has me truly baffled by the price action.

Thanks NewKOTB.

Lots of balls in the air, but I'm pleased that when it comes to my O&G investments that we are likely to be dealing with Truss & Kwarteng. Its just if they can hold firm and plan for the long term, no U-turns are essential if investment is to come to/stay in the UK. Good luck everyone, at least we will have a better idea of where we stand in a few weeks.

Yes it goes against 'Conservative' values and I would be personally opposed to anything like this. I just get a feeling that the stage is being set for Nationalising critical energy.

Moving the price cap to quarterly ensured that the problem would dominate the media almost every week. Anybody you speak to brings up the 'Energy Crisis'. Obviously there is a dangerous domino effect as you outline Norma, but introducing the WFT the way they did shows they are not afraid to throw the rule book out the window in an 'emergency'. The WFT has arguably done more damage than nationalising some North Sea assets could do. I'm just wondering what protection Serica shareholders have in such a circumstance when it comes to price, as it may not be likely, but it certainly is possible given the crazy world we live in?