Member Info for Thelix

Again, from a scientists input.

Lithium will be king for a long time.

Lithium has a size/density better than most other elements. It loses and gains its electrons far easier than othet elements to work as a battery. It is abundant enough to create mass protuced items and has a charge density better than most elements.

Most battery tech advancement is in making solid state LiSulphate batteries with approx 4-6 times charge density and much safer than liquid electrolyte systems.

Still uses lithium.

The whole sodium batteries people keep reading about are for extremely large scale systems. We're talking national grid batteries for solar/wind power to be stored for night time/windless days. A sodium battery would not last long in a car and has little charge/cycle parameters needed for a vehicle.

Battery limits are on discharge rate too. Trickling small amounts is easy, and unloading the entire charge in a quick amount of time is easy, but medium/medium is hard/impossible right now.

Lithium, due to the way it intercalates across the electrolyte is ideal for on the go energy demand vehicles require.

Most non lithium based batteries are suitable as big grid storages and are at Uni research stages.
Most lithium based batteries are suitable for a wide range of storages (but is pricey) and are also at Uni research stages.

The next battery will be the lithium sulphate solid state battery - about 10 years away from mass production and still requires lithium.

Also, these newer batteries require purer and ourer lithium to function well as it relies on very precise chemistry.

The least of Savannahs issues is Li future needs.

This is also why despite all the development since Oman it has mostly remained at 5p.

Because there has been a 400% dilution from 200m to 881m shares. So in old share count todays SP is 20p+ compared to Omans 2014/5 5p SP.

The fact people are comparing 5p in 2015 to 5p in 2019 and ignore the mcap/shares in issue is astounding and amatuer.

Its also what I predicted would happen back then and why it would doubtfully escape the 4p-8p region. That 17p spike was a golden opportunity to escape this money pit. I hope many took it. The fact the SP tanked with no bad news means the drop was from sell offs so we know many big holding LTH did sell regardless of what they claim here. Nothing drops from 17p to 6p without hard selling or disastrous news - SAV has had good/mediocre news. Or no news lol.

The cash is nowhere near enough to get all the equipment and logistics in place.

Even if DA borrows against the asset it is going to be a hard knock on profits. Big companies can run on margins based on huge bulk selling. Savannahs strategy is high grade low volume, which is great without debt. With debt...

I am aware all AIM companies by nature of being AIM go through debt and funding cycles as by definition all AIM are startups to begin with.

People mocked me in 2014/5 when I said this would reach 1 billion shares (was at 200 mil at the time ish). Here you are at 900 mil almost - with tens of millions needed to dig that lithium.

At this SP it is worth £50 mil. It needs easily 50 mil to build all the infrastructure. So 900m shares will easily become 1.8 bil.

People kept quoting how DA has taken £10m mcap companies to £500m mcaps, but they never tell you the dilution, ergo the share price.

People quoting 30p+ are deluded. Even if this does dig out lithium, the debt will eat up a lot of mcap, the LTH's will sell galore making a glass ceiling, and the dilution will eat away any SP movements.

All my opinion of course, but I said all this in 2014 at 5p....It is now 2019 at....5p.

Just saying....

It is a Jam tomorrow share.

Even the LTH's finally admit Oman is pretty much near writing off and Moz is years away from getting anything out the ground.

Portugal is the last saving grace but how much damage has been done?

Also pretty sure with regards to placements that most small ii's will not factor in day prices. They look for 30/60/90 day averages and that bullrun was very quickly bear runned. DA knew the price would be plummetting so got cash when required at the best price he could achieve.

The reason I mock this share is it has a pattern and few seem to see it.

Buy a plot of land with resources. Send out 1-2 years of RNSs of constant upgrades of resource.

Then silence.

Moz was proved up, loads is there, not digging it up.
Oman was proved up, loads is there, not digging it up.
Portugal is being proved up, loads is there...

I'd wager a large amount they wont be digging it up.

This whole idea companies will forward pay Savannah so they have startup capital to build all necessary equipment is hilarious.

Most companies will be purchasing lithium from suppliers who have already got it out the ground.

"Can we order some lithium for 2 years time, here take our cash"

Insane.

https://oilprice.com/Energy/Energy-General/Is-This-A-Gamechanger-For-The-Lithium-Industry.html

Looks like the market is preferring old fashioned hard rock extraction of lithium.

Most car companies are piling in $billions into EVs.

Regardless of results, that will cause a surge in demand for lithium.

The renewables argument is an interesting one.

Anyone willing to read the finer points of German renewables projects will know in 2016 (maybe 2015...) they installed so much solar and wind they turned off some power plants and quickly realised renewables were nowhere near as efficient as their claims - and unlike other plants, had varied output at different times of day.

Admittedly this was a communication issue between policy makers and actual engineers as the engineers did warn them.

However as a result, Germany had to power up old dirty coal plants to stop brownouts. It actually led to more pollution for the year than if they had just used their semi old fossil fuel tech.

Of course, newspapers just say "Germany now 77% renewable!" and don't mention these technical issues.

I mean we use 158,000 TWh of energy per year. A 5kW solar setup uses 32m^2 of area.

Divide 158 TWh by 5 and you will have the m^2 requirement to meet global energy by solar. Sneak peek - It is never going to happen. Plus fossil fuels are used primarily for materials and chemical agents.

Some news recently about Sodium solid state batteries.

https://phys.org/news/2019-04-high-solid-state-sodium-ion-battery.amp

This is the best result ever for solid state sodium. It still doesnt perform to current lithium tech, and it is at University research stages.

Lithium has another good 10 years of life, unless some super genius finds a way to mass produce solid state sodium quicker than the usual linear speeds which research occurs through.

Even then, lithium is the end game either way as lithiums size/density ratio is the largest, so for highest energy density, lithium wins by a long way. They want sodium more for large scale batteries to store entire grids worth of power from renewables to work at night etc.

https://www.technologyreview.com/s/532311/a-battery-to-prop-up-renewable-power-hits-the-market/

Sodium for large scale, Lithium for small scale.

Err - yes.

Name me a battery technology which doesn't use lithium that is close to its cost per Wh and fabrication process, power density, charge time and lifecycles.

All these new batteries we're all hearing about are vastly more expensive, require multiple attempts at small custom scales to get one right, or have cycling issues or charge issues.

If you want millions of EVs on the roads by 2030 which the govts of the west want, that gives us 11 years to advance small scale operations to global manufacturing status. Good luck.

Lithium is here to stay for quite a while - the most likely new batteries to be unveiled by 2030 are still lithium based. One is a solid state battery but has charge cycle issues, the other is using silicon in the lattices to stabilise charge issues and significantly increase power density. They still have 5-10 years before being globally scaled.

Everyone's favourite here.

Lithium isn't going anywhere for decades. ALL new battery tech outside of lithium is at University or small scale start up stages.

To get something to cheap mass manufacturing levels where it genuinely competes on an open market will take decades.

Hell battery tech hasn't changed much since the 80's - just efficiency refinements.

Lithium being killed by new tech is the least of SAV's issues.

Lucker - same sentiment back in 2017 with regards to Oman.

How's that doing?

Jam tomorrow share.

It has promised world level projects 3 times now.

Moz was "world class" asset
Oman was a huge copper asset
Portugal is apparently a European bonanza of Lithium.

I was a SAV holder since 2013 odd - it is a jam tomorrow share. The last 6 years have been "the year" and it never arrives.

In usual SAV fashion there will be 20 odd RNSs increasing the tonnage of goods, and then it all goes south when discussing licensing rights and actually getting it out the ground.

Shouldve sold on that 15p spike - like most people did. I see most "LTH" who claimed they were going to wait to 25-35p no longer post here much - because they got out once it spiked. 4-6p average most of them had, so 15p is 300% ish. Nicely done - took em a 3-5 year wait too so good on them for selling and profiting.

This is dead as a do-do.

Moz is benched and never going to take off.
Oman aren't playing ball.
Lithium is oversaturated and looks like China will be the big player, then America, then Europe - so booby prize goes to SAV.

They can update 100 metre strikes to get the average up a few fractions of a % for years - like they have been, but until they get the go ahead to mine it....

Plus the cost to get it all set up - 50-100m I believe was quoted - how much cash does SAV have?

Offtake? Doubt it - China has super cheap lithium by the ton already processed and ready to go. Who would pay premium to then wait for the rig to even be installed? Lol.

The endpoint failed.

The drug is a no go and 554 I believe was their last drug in the bag. No pipeline, and now no product.

They will dither about and see what they can do in another trial but eh - it failed Ph2 it wont pass Ph 3 even with tweaks.

Why are people buying? Because it is AIM and people buy into dips without research as they know AIM bounces up and down.

5 in 1000 compounds ever go commercial.

Ph 2 failed - pack your bags, its done.

Dead duck.

Sell.

0.10p coming.

It NEEDS cash to go any further so...

Definite placing - which is why this bombed.

The BoD didn't use momentum to place needed cash. Now it is in the doldrums and will see the usual AIM nonsense of 0.2-0.3p.

IF this commercialises you think £3? That is a value of £300 million mcap - for a big pharma buyout?

COPD is a huge market and 554 seems to work better than salbutamol if I remember correctly so.....

Id say higher than £3 a share but a LOT of ifs along the way.

1. Dilution
2. It needs to pass Ph3
3. It needs a big backer - going it alone will cause 1 to be so big as to be completely unprofitable.

External investmen can still incur dilution if they are paid back in shares rather than cash.

Hence my question.

Is that based on CLNs, forward issue of shares? Any dilutive process?

Or is it purely a CASH investment to be returned as and when revenue is generated?

Coming soon....Again.

Old money.

Haha "VS will be worth £1 billion" BS for years.

This will only ever go down - get out and learn from mistakes.

So no evidence?

Cool glad we got that bit established.