Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
KOD and BGS? No need to suspend TSI
The whole thing has been manipulated beyond belief to get the deal through as cheaply as possible.Im in at very low levels on all three lithium companies so its win-win-win for me.Those who point blank refuse to accept a 3rd party involvement her just makes me more confident that ive hit the nail on the head.All lithium interests in MALI will be under one umbrella.Soon find out after your full english
GFD
Dont forget to post what you have for breakfast pre AGM as im sure the bb can only speculate.So much non Company /Mali nonsense on here filling the bb with non related junk.
GFD have you seen how much lithium BGS have discovered?
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Yet the shareprice has COLLAPSED!!!!
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Why?
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BGS were worth A$219M at one point and reserves have doubled but now are worth A$70M
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Can you explain that?
But im also a KOD shareholder and BGS shareholder in at much lower level than most here i suspect.So yes i want to see all working with Lithium in Mali succeed and not just one entity.You say the trick is to look beyond where we are and is that not what im trying to do? Speculate!!! Even brokers will give a speculative buy rating.
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PS: UK selling out? Coca Cola are buying Costa for $5.1B
2 major holders are TSI(in the name of Blenheim nat res) and MIDVEN(rainbow seed fund)
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Is IGS a candidate for an RTO
Complete change of direction for TSI and name change is the big clue.All mineral assets are being relocated to dedicated ecplorers/miners and i expect to see the lithium assets relocate to KOD/BGS.Ive been a severe critic of TSI but its starting to shape up now.I have been increasing my holdings in KOD,ABM(new holding) and have recently bought BGS. All will be good here and we are all in the same team in Mali if not Brexit.
dont own any part of TSI,BGS or IGS
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What about KOD? 30% handed over for buttons
You need to have a deeper look into IGS and what they do.They work at Governmental level and are mapping Africa with Geosoft and Brit Geo Sur. I would be amazed if the UK was to let IGS go but our co-operation is well advanced with China and Canada so will wait and see.
forgot to say CHINA
to BREXIT companies like IGS will be invaluable to the UK treasury for many years to come especially with very strong links to Canada,Aus,and Africa.
Big run of buying in final hour
IGS are a spin out from British Geological Survey who have been at the forefront of mineral discovery for over 100yrs and with the release of igsXplore they would be a major asset to anyone in the extractives industry.
have to explain why you can mention BGS but dont want TSI mentioned.TSI are touching neighbours of both KOD and BGS so it seems appropriate to add them into the speculation especially when they own 30% of IGS.
a link to BGS if its a KOD board?
SorB There aint no shL7 permits in that region and discoveries are only going to increase.TSI will not change but will be part of the new set up here imo.Whoever is at the head of the KOD/BGS venture will add the TSI investments.I dont see a straight cash deal for the TSI investments but definitely see them being part of the deal with possibly a dieector on the new BOD
BGS have huge resources but no finance in place for a mine and no off take agreement yet say they see production commencing in H1 2020.TSI who will always be TSI (even though KOD/BGS may be renamed under a new venture) are still refusing to release initial assay results(been ongoing for 16mths in Mali)
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Roll on next week
That would be almost 3x's todays mkt cap and value BGS at $187M Aus
No funding in place or off take agreement signed but expect to be in production in H1 2020
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I expect to hear KOD will move just as fast.
that BGS have found so much lithium but the supply remains uncommitted.No way the Chinese are going to let that get away unless something has been agreed off stage.KOD and BGS will merge into one with the addition of the TSI holdings in Xantus and Nashwan making it(new company) a substantial player.Where are the Canadians?
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BGS presentation from today had absolutely no impression on their shareprice with little or no interest in trading.Who wouldnt want BGS in this booming period for the EV/Battery Storage sector.