Member Info for tomcat-14

40gwh battery production… beginning 2026 (

It’s a biggie… 40gwh/yr… how many tonnes of lce…

Tata confirms Somerset will host £4bn battery factory https://www.bbc.co.uk/news/uk-england-somerset-68412570 …

The music’s very upbeat… one to watch…

The dfs hikes the current value of amapa up significantly… from $154.52m to $440.10m… a 3x premium… $300m… and sinoma would surely have completed their detailed proposals and costs to complete the dfs by now… if it was still on the cards…

I’d agree… the fact that it isn’t mentioned could imply that we no longer intend to do it… probably because the investor/buyer doesn’t want to pay the premium that would be incurred if we do it… look at page at 00:55seconds… strategic partner…

And we’re top and tailed on pier 1 and 2 simultaneously just now…

We’re responsible for nearly 25% of all shipments from santana so far this year…

(i was under the impression that Gerard’s ore was at the mine and needed the railroad up and running before we could start to ship theirs for them bannor?… charging them market rates to rail it to port…)

Now now ev… don’t go getting bannor’s bp skyrocketing 😡… what about holdings (ii)…

It’s shipping for owner : DEV Mineração… that’s us…

At the anchorage now… ready to go in…

Simples… i just read the last emh rns… https://www.lse.co.uk/rns/KDNC/corporate-update-22683648220-european-metals-holdings-2mo5k249x1r9awg.html …

What you on about bannor… it’s increased since the last rns reported approximately 5.3% holdings… so we’re buying again at these prices…

Or… already en-route…

Zhe Hai515 12/31 04/01 DEV Mineração North Trading LBH Iron Ore 47,016.452…

I should think that news like this warrants a thread of it’s own… amparo sonora… if/when it applies to our concessions…

🥴

https://tradingeconomics.com/commodity/iron-ore …

🚀

https://tradingeconomics.com/commodity/iron-ore%20%E2%80%A6 …

Are we there yet…

https://tradingeconomics.com/commodity/iron-ore …

No guessing on my part… the net value of the stockpiles was reported to us on page 10 of a previous investors presentation… so that would be the target value there or thereabouts… just a pity we weren’t able to significantly better that when ore prices last peaked…

X = (y - z) / 2…

where x = profit (cost for dfs)…

y = $ sale value of stockpiles…

z = $ settlement with banks…