With ganfeng on board I wouldn’t be so sure about slippage
IMHO
Cash at 31st dec 48.9m US
It looks like they keep a tight ship
IMHO
Pleased with results timing to production could work out perfect with demand due to increase
Positive update
IMHO
Maybe they can get the other 50% cheaper
Just a thought
And mine
Glad they aren’t forking out 30m at this stage
Focus on the main prize at this stage
IMHO
Have to agree but with the market cap I don’t think much is priced in
IMHO
Why do you care didn’t you sell out ?
Having read it I don’t see any relevance to bcn imho
Nice price action today
To add
Latest presentation shows permits all in place ready to go
Is it 40 staff members that have been there for 4 years working on the pilot plant ?
I can see funding getting sorted quickly from here
My take is there is a window of opportunity at these levels, the share register is pretty amazing for a aim company
IMHO
Just reread rns, I don’t recall this bit sounds very promising?
As part of this technical review, both Bacanora and Ganfeng continue to develop testwork programmes for the potential production of other downstream high value lithium products in addition to the battery-grade lithium carbonate used in the Company's feasibility study. The results of this work will be reviewed over the next few months.
Dave
Does cash not inc first RK draw down ?
Add
I understand that but you said the company and ganfeng disagree that we are undervalued?
Do I have this wrong ?
Thanks
Today’s rns gives the company the option to raise funds via placing or rights issue
This does not mean this will happen or to the full amount
Also can you point out where the company and ganfeng have said they don’t think. The company is undervalued?
Hasn’t the company in recent rns actually said they expect the gap to close ? Or do I have it wrong
Can’t see reference to shares held in there rns regarding bcn today ?
Are they fully out ?
But are we here for the same reasons
Didn’t somebody recently declare they had sold there holding ?
Mr c
So the options issued yesterday will be worthless?
It’s delayed so looks like a buy
It shows red as the time it came through would have been a sell
IMHO
Didn’t you disclose you weren’t a holder in July ?
It references subject to prc which as per last rns they have ?
Can’t imagine the other 2 being a problem
Thanks for sharing tomcat
Very reassuring
looks like pocket money to them