focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Thx Roman, hope it all works out....but a Beaumont Cornish disclaimer is something I have not seen...I began to avoid Beaumont Cornish associated companies/shares...Beaumont/ `fatty' Cornish sail very close to the wind....
`IEEE are'
...EEE think....
IEEE are think the ore body is as long, wide and deep as intimated, and work to date provides evidence of consistency intimating a geologically specific/localized resource arising from earth chemistry/physics.
Lets see if the consistency and grades are maintained/increased. If we see decrease thats a problem...I would start to lose `trust'
..thats the results that the SP will be driven by.
Cannot pre-empt anything, but so far, so good...except the Titanium containing rock, which has hit the SP...unduly? Company don't think so. I am not qualified to comment.
Again correct me if I am wrong...I am merely downloading my thinking.
If EEE continue to deliver, and the process of extraction is relatively `simple' (as suggested)...surely this is the type of project that Glencore interest themselves in...but hey, I am a complete novice...
I am amazed by the speed. The issue of salaries also concerned me...however if the staff add significant value then salaries are secondary...lets rely on performance...
Stay concentrated...seems to me EEE have focused their attention (other projects low priority)...they would not do that if they were not excited about the prospects. To be able to attract a talent pool is not easy...EEE imply that they are able to do so. I am no expert to confirm. However, `talent', `know how', `know what' etc is crucial to all successful endeavors.
Best of Luck to them.
Somebody correct me, but is it not unusual for the entity/person with such low reputational `capital' as Beaumont Cornish to state emphatically that...
"Beaumont Cornish has not authorised the contents of, or any part of, this document and no liability whatsoever is accepted by Beaumont Cornish for the accuracy of any information, or opinions contained in this document or for the omission of any information. Beaumont Cornish as nominated adviser to the Company owes certain responsibilities to the London Stock Exchange which are not owed to the Company, the Directors, Shareholders, or any other person."
I thought Neil O’Brien explained everything honestly and simply. For him (and there is no reason to not believe him) the method and process of the `beneficiation' of titanium oxide from Titanite has been around for (he implies) some time, awaiting a large enough discovery to apply it. His analogies to Gold extraction via leaching made the explanation understandable and plausible. The issue is whether people `trust' the Empire Metals team. For me, I assume contacts/networks of the EEE team with the Mineral Majors will be the real driver here...I await a JV/equity for cash deal...that will come out of the blue...if it comes at all.
KOD are funded, have proven revenue generating assets, and much still to explore. They are funded by a Chinese Conglomerate , China exerts increasing influence in Africa, and around the globe. If Kod had US funding it would be multiples of current value.
What does that tell you...
...I am sure China and the BRICS will use the lithium...I am not sure they would want to be dependent on UK Stock market, let alone AIM (reputation of corrupt/insider/self enriching kleptocracy)
Cap-XX needs Australian Government support if Australia wishes to sustain its super-capacitor industry. I may be mistaken, but I understood Australian knowledge/innovation on super-capacitors was world class ...is it still the case? or is it a reflection of the demise of STEM (Science, Technology, Engineering and Maths). I do believe Australia know about mining, and has a lot of resources.
..of course, Cap-XX has become a manufacturer....but manufacturing has so few profits...unless you have manufacturing monopoly knowledge (Foxcom, TSMC AMD, Intel)....seems as if Cap-XX is the latest `western' loser in the technology and manufacturing game.
Either Cap-XX innovation (basic, developmental, process etc) cuts the mustard, or it doesn't. Seems to me Tesla/Maxwell won on a procedural (not scientific) technicality. If that is the case, Cap-xx must have some very capable people and innovators...however, its become a very competitive market...and weaker players `die' (or more accurately are taken over)...lets wait and see the fate of Cap-xx, which says has an increasing order book (little on innovation).
If all is to be believed (and there are quite a lot of reputations tied to it), then the majors must be looking...it is (actually) a small networked world ...as I said before I like the ability of a junior like EEE to attract a connected and reputable talent pool.
Seems BA wanted to ride on the back of the BOD developments to affirm the solid foundations of KOD...seems as if BA is getting ready to announce developments these foundations. BA is not a man of many words, and I have mistrusted him in the past...but he has delivered.
If it falls to 6p it falls to 6p. I just look forward to the day the sp settles and things quieten down...too much excitement...
I am a newbie here, but like what I read...am happy to await results and developments, and hopefully to add....need RIO to increase a bit more, and a few more KOD updates. Have Shanta shares that can be liquidated...a matter of time before I am in a position to consider trade offs between respective risks/opportunities .
Happy to be `in' with my current investment
I am sure plenty in same situation.
I voted in Feb with HL, seems as if not enacted and I needed to vote again
be careful
SHANTA GOLD LTD 25/03/2024 Court Mandated Meeting No instruction given Give instruction
Clear, concise, honest...seems like a professional outfit, Just need a JV partner...nice to see links with BHP and Rio...
No idea of price,but many multiples of separation can be done (and no reason why it cant). On my list for accumulation
I dont like AIM stocks, i dont like the regulators, i dont like the City of London, I dont like neo-liberals, I dont trust the finance/banking sector, i dont trust CEO's (nor their boards), I dont trust CFO's (nor their regulatory bodies). What am I doing here...a mistake...that is a pretty good punt...due to a very robust team at The Heart of Empire
Take it easy, nor worth engaging (or is it engadging...endgading?). Meaning and communication are important...you'l understan that...will ye no...ken wha ah mean...or is meam...meem...certainly not mien...mein...kamp...kamf...kampf...etc