Member Info for SorB

The way both lithium plays in Mali are tanking it looks as though SC will buy both for a few quid.

Well, KOD is in the lithium game and the game looks more of a cert.

Electric vehicle sales up over 200% in the uk compared to this month last year.

https://mol.im/a/7759327

Ive, thanks for posting the presentation.

Ive, thanks for posting the presentation. I

Maybe I’m looking at this with rose tinted specs on but I didn’t see anything negative in that presentation at all. We all know the FS will give us a lot of answers to our questions and we’ll just have to wait for it. As I said Maybe it’s me?

Donny, the big oil and gas refiners know this and are in the process of diversification to chemicals.

We’re past tipping point now, hold and see this play out.

Welcome to the party, big numbers in this article.

It surely must be a matter of time before lithium starts to rerate.

In regards to what Kod is worth all of us guessing, you’ll be surprised of the price when the herd come stampeding in here.

https://auto.economictimes.indiatimes.com/news/industry/hyundai-motor-unveils-plan-to-invest-52-bn-over-six-years/72358260

https://electrek.co/2019/11/29/audi-accelerates-electric-vehicle-plans-12-billion-investment/

Based on this I still might turn in a handsome profit here, it’s got to go nuts soon. https://www.linkedin.com/pulse/lithium-supply-reality-check-ev-sales-potential-2023-rodney-hooper

BA presenting at the Proactive’s Mining Capital event today.

He’s getting about a bit.

What’s it going to take to move this share, if those were sells we would be down about 10% on other days.

Ford just announced they’re struggling and have to cap production on EV models.

Guess why? Yep, battery constraints.........

Wow, anyone seen our neighbours recently announced MET tests?

When BA states ours are lithium is world class he’s probably bang on if they’re anything like what MLL have just announced.

I think a lot of money will come ploughing into Mali in the not to distant future.

Interesting to see how he’s come to a 2 million tons now?
We’ve gone from 1.2 to 1.5 and now 2 million tons, what does he know that we don’t, well we should find out in the next few weeks if he’s going to submit the mining application on time.

F@cking steal at these prices, gutted I’ve got to multibag just to break even.

https://www.brrmedia.co.uk/broadcasts/5ddd381e8e9f38744a57f02d/kodal-minerals-esia-approved-for-bougouni-lithium-project

Elon musk just tweeted they have over 250k orders for the new Cybertruck. lithium demand is going to be insatiable soon.

Good article posted just now on LinkedIn by Rodney hooper: quality is king, and could come up trumps for us with SC.

Does the #lithium industry have a severe #quality problem?

Yes, it does - here's why.

Recent announcements by incumbents & developing producers should be ringing alarm bells. #SQM is aiming for 47KT 2019 sales, below previous guidance of 55KT. Strip out all the low-grade carbonate sold into China, 2019 sales of higher-grade material will be BELOW 2018. Orocobre's AGM presentation shows phase 2 (25KT) being ALL primary grade with only 10KT to be processed by Naraha into BG LiOH. #GXY plans to produce a non-BG Li2CO3 at SdV - the backend solution for BG is TBD. Kwinana is ramping (slowly), phase 2 is on hold & Kemerton is still under construction. The bright spot for BG LiOH supply is #Ganfeng; however, expansions will stretch management & finances. Senior technical staff at co's continue to warn of tightening quality requirements. New Chinese converters are chasing a moving quality target (upwards), current contaminant restrictions from cathode co's are, IMO, out of reach for most new entrants.

BOTTOM LINE - the bifurcation in Li pricing will continue or even WIDEN. The TRUE marginal CoP, incl transport, VAT & overhead is NOT $7/KT. Spot prices <$7/KT will see the excess supply of LG material come offline. Co's that meet OEM Q standards will sell & trade at market premiums.

Hopefully I don’t get diluted to the point I lose all I have in here and miss out on what I believed in when I invested here almost 2-3 years ago:

It’s going to happen
https://www.cnn.com/2019/11/25/perspectives/gm-electric-cars/index.html

Wow, just seen the RNS as it didn’t flash up on ADVFN.

Big news to come, FS, bulk sample update and mining permit.

We will know our fate by XMAS.

Good luck all.

Not watched it yet but here it is : https://www.brrmedia.co.uk/broadcasts-embed/5dd6abfd8e9f38744a57e32b/?popup=true