Member Info for theiceberg

Just had a look at Tawana and they aren�t as good as ours in pretty much every way. Their �100m mcap is pricey compared to us as well. Interesting that their metallurgy results are not as good. There widths are not as good. Their resource should be more expensive to extract as it�s mostly at greater depth. 12 month payback generating significant cash. Advances of offtake monies to pay for development. They quickly went from decision to planned first sales in 8-9 Mths. After reading about Tawana I am certainly very optimistic that we will be producing next year and that 150m or so to the mcap alone.

ALSO to add. Kod best two lengths in latest rns 20odd m and 10m at 80m depth. Sav, lots above 40m at a much shallower depth. Unless it�s at surface ie noa at 15m length. Then 10m metres here and there won�t be anywhere close to economica It�s just to patchy. Cheers .

Sporadic nature of lithium. Depth, location, costs of I transportation. Licenses in Mali are barely worth the paper they are printed on.

I was going to write a more lengthy post but don�t have time. Key things for me are li % above 6. So able to used as LCE for battery supply line. % li not above 7.5 so cant be used in the real high end ceramics etc but very few sources are. Lead below .5% so toxins low enough for convention usage and production. All in all good solid battery grade supply chain lithium with low capex, proven techniques for supply. Relatively simple flow diagram for production. This is all good stuff and helps to derisk the dfs. I was going to write more about KOD how theirs is never going to get developed. I feel a little sorry for them.

I think a few folks need to look at the real affects of funding. It is widely misunderstood on aim. The affects of funding are largely dependent on the effectiveness of the bod and the future of the company. A company raising funding to survive, pay large salaries on a rubbish asset is punished. A company that actually invests to raise the value of assets will see a positive affect on the sp. For Sav if we take the Oct funding, one week more and after the announcement the sp was the same. At the start of the qtr and the end the so actually rose 30-40%. Anyone predicting an sp fall based on possible funding raising is missing the point and past evidence. Sav has a fantastic year ahead, funding will only help with this imho as evidence suggests.

Nothing kills a miner quicker than a hostile govt. arbitration never happens quickly enough unless your a major. Country risk was always a top factor in any pest analyst. I fully admit that moz has a higher than avg country risk but at least it�s well away from any potential danger zones in moz. Portugal is as safe as can be. Safer even than Finland imho.

I think Sav need to be commended on the prompt website change, they listened to investor, didn�t want to give any false impressions and changed Oman to just 2018. I�ll be honest I am targeting q3 3018 and to be fair David refused to commit to any timings re Pam yesterday when i asked, which I should add is right and proper.

Good buying at 6.10

Thanks. As I said not surprising and won�t effect Sav. But on an industry note I can�t see how a broker can lose money as they screw over everybody.

Is not a lengthy process. Happy for anyone to post evidence saying this isn�t the case.

Can you send a link for that i can�t find anything. I know that they couldn�t take new clients etc and I had to take my shares out of my account there about 12months ago It�s irrelevant for Sav tbh

They also manage land use to confirm it meets the economic plan. They probably want assurances that Sav will actually mine and not sit on the license and that Sav won�t just cherry pick the very highest grades but will maximise the resource.

So so close. One mine has all 8 and the other has 7. Next week, hopefully all done. Won�t be long and Oman and Sav can prove all the Oman doubters wrong. Some good revenues coming our way. A producing miner is a completely different beast to just an explorer. A producing miner with two works class assets and an Mcap under 100m is a rather special beast indeed

Also the capex for moz is 5x ports.

With kind of speed production next year of high quality highly profitable lithium is much more likely.

On that scoping study. It would be very speedy to get it next qtr. but the study should give a very strong insight into capex and costs as well enabling some firm figures.

Interesting that David said in that interview that he was waiting on a single signature rather than 2. So it�s moved a bit that signature could happen anytime and then we can get Oman producing.

Big early morning buys at 6.68 coming in so far

David�s next went 100% clear on timings. Oman has slipped due to maiming signatures which we will hopefully get an update on this week. We�ve not just for jam but a magnificent banquet table full of cakes and patisseries, we are standing at the rope across the entrance and just need the servants to stop putting more things on the table so we can enter can make ourselves sick.

Analysts can give a discounted figure for the assets. Funding just makes the discount smaller. I expect some good analyst updated from this and potential new sp targets.