The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
Looks like perfect conditions coming for BCN
Great to have a partner that can reduce costs and scale up
Looking at share price over last few years v today seems crazy to be in 60s
The company has come a long way and are in much better position with a quality partner, supportive, quality major shareholders and off take agreements
IMHO
Good luck to all
Great to see
https://www.thisismoney.co.uk/money/investing/article-9076015/SMALL-CAP-SHARE-IDEAS-Bacanora-Lithium.html.
Very confident
All looking very good
Correction, maybe 50p is way to low
IMHO
Good luck
I think you need to check out there break evens
Have you watched the latest webinar? Well worth watching and covers break evens v other big plays
Gla
Jane
Thank you for your posts it’s appreciated
I don’t think we have really started, can’t be that many shares in free float hence price swings on little volume
Anyone buying any decent amount will have to pay higher for them, not a where I would trade
IMHO
Thank you for clearing that up
My understanding is bcn and ganfeng own 50% each of la ventana which stage 1 and 2 relate to
The other concessions which kdnc have a stake dont relate to above and are not part of the feasibility study
This is my take and would be great full if someone could confirm
Thanks in advance
Are you sure they are part of part one ?
I didn’t think they where, and they haven’t rns it
Can someone clarify
Thanks
Sorry typos
Rns
Cant see ganfeng watching the share price
IMHO
Morning john
How does todays runs imply a lower valuation ?
I can see that ganfeng have sat watching the share price to see when to take up the option
It’s peanuts to them
Today’s rns is incredible news
IMHO
Bloomberg reporting forms to produce EV in Mexico plant
Great to see
Who knows
Have you watched the webinar?
Also have you seen the forbes article ?
Good luck
Really good article
The play looks huge
IMO
Looks so apart from the 29% which i think is around 25% now ?
I think they my have the right to go back up to 29% via any fund raising but would need to check back
IMHO
Just to add are they now not at around 25% owner of bcn as M & G took a placing in November to increase there stake ?
My guess is if ganfeng take there share of project to 50% and the other big shareholders are supportive as they have been funding bcn part of the project shouldn’t be a issue
The scale of this is huge wants the funding is sorted let the fun begin
IMHO
Are you talking about the same thing
Don’t they have option of going to 50% of project not the company ?
I doubt it
Still a nice profit