Member Info for tomcat-14

today’s news… tomorrow’s hindsight…
https://electrek.co/2023/02/28/tesla-mexico-deal-factory/ …

they have 14 days to file details of the new psc(s)… i make that by thursday… lol…

both companies look to have been sold/transferred… bacanora lithium ltd the overall holdings company and sonora lithium ltd the project level jv holdings company… watch this space…

are any of them related to tweedle dee by any chance…

is that one pinch or two… table or sea…

hanwa’s off take with bcn for up to 100% stage 1 and stage 2 from the la ventana project…
https://www.sedar.com/GetFile.do?lang=EN&docClass=14&issuerNo=00027876&issuerType=03&projectNo=02612148&docId=4093157 …

read the t&c’s… see what you think then…

i’ll let you supply the diapers then… :)

just remembered our bit in the bcn’s dfs… make that 25%… is that enough… fits nicely into ganfeng’s 25%/75% off take doesn’t it…

and yes… that’s $1.5bn npv @$11,000/t lce… for our 30% mexilit jv… if tesla paid us that for it… they’d be laughing all the way to the bank… if they paid us a fraction of it… they’d be wetting themselves…

is 24% enough for tesla… i wonder…

$6,500/t lce isn’t so comical i don’t think… it’s outdated for the mexilit npv most definitely… and it’s well gone never to be seen again yes… there’s only one way that tesla will ever see lce prices like that again from sonora…

have you compared that scoping study with la ventana… like for like… @$11,000/t lce…

la ventana…
a 17.5/35ktpa $1.23bn npv project…

mexilit…
a 35/70ktpa $5bn npv scalable project…

mexilit is 4x the npv than la ventana… and if you consolidate sonora on that basis 24% is kdnc…

daz… they seem quite adamant that they own 10 mining concessions covering approximately 100,000ha… as stated in the headline…

but we can guess…
https://bacanoralithium.com/sonora_lithium_project/default.aspx …

but seriously… why though… there’s not a lot of time between now and next wednesday to be worrying about reaching out to anyone who’s missing the bow… and there’s about 173m shareholders regardless of the sp… when it comes it comes… can’t see tesla’s masterplan involving 8years planning how to go about stealing kdnc’s jv lithium concessions for nothing… i could be wrong and roger could be right… but what’s £173m compared to the street value and savings they’re about to realise if they do vertically integrate our jv’s… they have a $6,000/t lce budget…

:) thanks…

didn’t you know that… or… didn’t you believe that… you couldn’t point to the lithium exploitation this interest in sonora is due to could you… just incase i’m standing on the wrong hill… ///

10ships in 4-months… 2.5ships per month… -1 that’s en-route is that…

poor interpretation…

https://electrek.co/2023/02/21/tesla-signs-deal-interesting-new-battery-technology-company-magnis/ …