Member Info for TheJitters

AUO, f9 and Quinton were all linked so we lost one, we lost them all so you are exaggerating.

Most of the delays have been down to Quinton dragging his feet with funding then exiting completely.Mathew fact we have replaced his funding with the debt funding is great news. How much are we raising? How much would that have cost us if we did a placing? The dilution old have been massive.

Chinese JV is not going to happen until mining starts at blesberg once all the mining permits are issued.

Offtakes for copper and manganese look fine.

Tomra…. Yep, I’m annoyed that we have an expensive,piece,of kit sat there doing nothing too!

The other equipment I guess was leased through Quinton and went back? Just a guess though.

The stockpiles are at the new manganese mine.

I think the blesberg environmental bond was the last of the AUO drawdown but not totally sure.

Anything else?

Hi guys,

Regarding last nights rather rampy thread that quite rightly got removed. I did put some clarification but it obviously vanished when the thread did.

So, a few people spoke to the brokers and expressed concern at the lack of newsflow. The reply is such that an operational update via RNS is currently being out together and will be released shortly (possibly next week but not promised). They are also organising a webinar which will of course be recorded and questions can be forwarded to the broker to be asked.

There you have it, all above board, nothing nefarious just some positive work by the broker to get some newsflow going.

It’s a pity the other poster chose to make it out to be someone thing different.

Have a good morning all.

I believe he was one of the largest participants in the recent placing so has increased his position again.

typed a huge long reply and it vanished so a few bullet points….

marula will be massively cash generative in the new year, probably generating their current market cap each month.

they don’t need funding, they are going into partnership with qgc and *****on van de burgh the south african mining billionaire is funding the mining equipment etc, a reasonably amount of which is already delivered and in operation.

marula are not listed on aim but will be listing on the main london market early next year we are told with a nairobi listing due hopefully by year end.

sold solg for a loss at 13p, bought maru at 9p (ish) so happy with the move. to be fair solg looks cheap here but it’s not doing anything, there’s no excitement, no story here it’s just waiting for a bid.

anyway, won’t clog up the thread any further and good luck with solg.

Crikey, the same old bunfights over here I see. Sold these and bought into Marula. Nice to have a CEO with vision and determination.

If you’re a holder then this should calm your nerves or if you’re considering dipping a toe in this might be just what you need to convince you to have a nibble.

https://soundcloud.com/user-596578261/5mmm-281123-full-length-nov-27?si=55d8870d2a92493d95dbfb2322c38b29&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing

Here you go donuts…..

Some questions were asked regarding funding and Aldo seemed to suggest they have enough cash until ASX listing and enough will be raised to take them to offtake funding.

https://www.youtube.com/live/IqUktTNsY_E?si=PT4CYmIPRd2G-_Tn

Maybe Exxon might throw some money at them on the understanding one of their tech bods is involved with the DLE plant? CTL get the money to perfect and grow their plant more rapidly and EXXON gain the knowledge they need for their own plant.

Would be a good synergy.

Another partnership with the Chilean people. With the mining licences waiting to be approved this can only be another positive for Cleantech.

the analysts don’t know jack **** anyway. look at how they predict the price of oil and can’t get that right. predicting the demand for lithium is like guessing how many rice crispier will still be stuck to your chin after breakfast.

it’s easy to lose heart when the share price is weak like this but the story remains solid and hence the share price trend will change, it always does, we simply don’t know when. what is sure of course is when it does suddenly change we will be kicking ourselves for not adding when it was so low. human psychology is our worst enemy…..it is mine anyway!

regarding the board, i really rate them. they exude confidence. it’s not a ****y confidence, they come across as experienced and totally in control, i like that. steve kesler has a solid reputation and given his track record he simply isn’t gonna join some company of chancers, he will have done his due diligence before committing his future to cleantech.

regarding the licences, it’s almost inconceivable to imagine them not being granted. they are doing everything chile’s new environmental demands require, in fact they are a showcase for the vision chile has for its mining future. so many companies and so much investment is probably sitting in the wings watching and waiting for the outcome and terms of their licence applications that failure to deliver by chile is akin to destroying their own future. nothing is ever set in stone of course, but i simply don’t see those licences not being approved.

i do have a question though about the atacama licenses and how well they fit in with their plans. both fb and lv are perfect, they control the whole basin and the same will be true of llamara. these new licences though are all small and separated by many miles and on the fringes of another huge basis they have no control over. what are their plans here? my only logic is that water migrates very easily compared to oil and provided their licence is part of the main reservoir, they can simply poke a hole down and suck up the brine knowing the supply is pretty much never ending. i dunno, i’m totally open to discussion on that one!

Sorry I asked lol.

Actually it does make really good sense.

Bad day for CTL today so guess you won’t reply to this as you’ll be out working!

I so wish you would reconsider using telegram RD. It would suit you a treat with some good solid discussion. It’s just basically a glorified chat board for CTL although you can search for any other subject, company or group of subjects if you so desire. No profiles or personal info, you can simply post as RD on there and people can’t see anything personal.

I’m curious about your one investment at a time strategy. It’s not one I generally follow but have considered. I’ve got pretty close at the moment as I’m invested in just two companies at the moment, CTL and MARU.

To be fair daltry, what did you expect the board to say? They are ticking all the boxes and doing all the right things, the only issue is a bit of time slippage but that’s nothing new in mining.

They are engaging with the government, the local people, using green technology for extraction using green energy. They deserve a premium for this approach if nothing else.

Why is it hot air? These things take time and the majority of lithium explorers/miners don’t actually produce anything yet.

The markets are just not playing ball at the moment and that’s it. Low lithium price and silly scare stories from JP Morgan don’t help either.

If you’ve a better place I should put my money, I’m open to suggestions so we can evaluate and compare them?

Frustrating for sure but the story remains the same. In fact it’s improved considerably.

Pilot plant delivered and being set up, reserves upgrades and an additional 140 licences in an area that really should prove to be a success.

Negatives really just revolve around some time slippage but that’s mining.

Are you on the CTL Telegram group raising donuts? You are being asked for over there….. no idea why they want you lol ;)

Joking aside it’s a great place for some sensible discussion.

I think raising donuts is right, it’s just a crap market at the moment and newsflow doesn’t seem to be lifting anything. If you think CTL is frustrating, you should hold Marula mining! There are pushing out amazing RNS announcements like daily newspapers and the price just drips away……. The whole market is just not interested just now.

I’m not convinced CTL will need to raise cash on AIM personally, I know ASX is delayed but expect it to be concluded by year end and CTL are not actually desperate for funds just yet.

We do have a persistent seller though and that’s dragging on the price given the general lack of buyers in the market.

The tide will turn, just gotta keep kicking the dog a while longer! Lol

Hi Sean. It’s still in my watchlist and noted the price weakness. Not much movement in MARU either as yet but feels like a nice share to own. Time will tell.

Morning all.

It will be interesting to see what the price of the raising is set at.