Member Info for SlurmsMckenzie

Alternative thesis :

And of course wild speculation ...

Somebody is building a stake.

Certainly plausible, they've been galavanting off, showing the world our goods, somebody in Dubai might want a bit of a stake , a potential partner OCP or even one of the big boys.

I think potash prices have bottomed out now and will start returning.

Companies such as Nutrien, Mosiac and ICL share prices returning.

No matter how much you rate EML (and I guess we all do) you can't dispute the fact that the sector seemed to be off the boil.

Now all of a sudden, commodoties are the talk of the town ...

And yes of course regardless of we were / are crazily undervalued.

You might get two replies from me because LSE is being tempremental

https://www.lse.co.uk/rns/EML/khemisset-eligible-for-government-subsidies-pg05jmr08tyizxi.html

This should help.

Try this

https://www.investegate.co.uk/emmerson-plc/rns/khemisset-eligible-for-government-subsidies/201912100700032586W/

( I'm sure it's on here as well).

Meanwhile, it's looking like Potash market in general seems to be turning round.

Which is nice.

Totally agree F29 to take it to this stage there's going to be an offer (subject to corporate DDland it's up to the board to decide if it's the best way forward.

Sorry to go off topic a bit (although it's slighyly related) I was in SXX (quite bigly as well) and got out at 10p when the it was clear the bond markets were saying "No".

The fact is a lot of the take or pays where flimsy and the money just wasn't available for them, they bit off far more than they could chew. 5.5p IMO was a good offer nobody else was coming in. I know some people still cling to the idea that they were robbed by AA because they'd expressed interest 6 months before the sale, but I just don't see it like that.

I'm not saying they're angels, but their actions with SXX don't worry me one jot.

"what we going to spend our profits on when the deal of a century arrives"

Therapy

Maybe the big seller has had a big impact, even to the extent they put people off, people might think what's the point in buying if you know within 10 mins it's going to get smashed down.

It'll all be surely resolved on the 14th anyway won't in that should we hear nothing we can assume F79 et al were correct, and if we hear something then we hear what we hear ( I'm assuming the company would be duty bound to tell us that AAL had dropped out - which would be pretty strange considering they've gone for company due dilligence).

No dramas ;-)

Ann Gloag? I'd read somewhere that she'd gone under the 3% reporting threshold at the last raise, but I wasn't an investor then so don't know.

Alternatively price suppression is possible I guess, its not beyond AA to play dirty or somebody is doing well out of a trading algo that is well beyond my comprehension.

All the above is wild speculation

I'll be the first to admit I'm going in as the king of cut and paste here without too much knowledge of solid state batteries, but I thought Quantumscape would still use nickel (not that it's the be all and end all for HZM)

https://seekingalpha.com/article/4395547-quantumscape-technical-note-on-all-solid-state-anode-free-lithium-metal-batteries

Peggy the AA job adverts mention working with existing and potential joint ventures.

Not disagreeing entirely with your post but AA will certainly entertain the idea of a jv.

I'll be very surprised if a JV isn't announced soon.

Thanks for the answers chaps. Good to know.

Bit of a noob question I admit, but are there any more results due between now and the next drill campaign?

I get that these things take time but when I read this.. from 30th October

"we will be drilling a significant number of additional holes through to the end of the year and look forward to a very active reporting period over next the few weeks."

I can't help but think there could be more as it hasn't felt very active to me, not a criticism, a genuine question.

I'd say more boots on the ground are needed,, there's going to be a lot more drilling.

https://thewest.com.au/business/salt-lake-potash-rattles-tin-again-this-time-for-58m-ng-b881744138z

Don't need a subscription to the west work out what's happening here, begging bowl out for 58mill AUD

*Rumours* on the hot copper board are the placing is at 40c, but that is just a rumour.

I'm just following this out of interest now, I might pop back in at some point , anybody can verify what I've written by going over to hot copper.

Just to be clear I'm referring to a buy of 340 shares at 16:41 which means the google price is now showing at 4.9 for grand sum of £16.66. It does look to have been a good high volume day overall.

As far as I can tell it looks like one little skanky buy that has now dissapeared, sorry nothing to get excited about yet.

Dilligence on 2 companies.

Not 1.

2 Companies.

Is that significant?