Member Info for tomshare

Near term I think we’ll be 7-8 million Mcap and then couple of months 15 million. All just my opinions and what I think myself.

From watching the EIT Raw Materials Summit Past 3 days there is much urgency now to secure critical raw materials, especially as EU member states have also increased their defence budgets. Even more strain coming on these critical raw materials and the EU member states simply don’t produce enough. Also from studying the timeframes for permits in Greece and their recent new regulatory framework in Greece to “unlock new activities” in the mining sector.

No worries Tiger. News next week IMO.

Metlen Energy & Metals SA “is actively looking at other possible defense cooperation agreements” within and outside of Greece, Chairman and Chief Executive Officer Evangelos Mytilineos said in an interview. The company can “absolutely” play an increased role, he said, amid a broader push to shore up Europe’s military capabilities.

European governments are poised to spend more on defense and are putting pressure on companies to collaborate more as the region bulks up on armaments in the face of Russian aggression and a pullback of US security commitments. Metlen is one of only three to five Greek companies that have the scale to forge alliances with major European defense companies and create a cluster in their own fields, Mytilineos said.”

Gallium production crucial to huge increase in defence budgets in the EU….

“The EU recognizes Greece as a potential source of critical raw materials, including zinc, and has identified several strategic projects in Greece aimed at increasing production of these materials.”


“The European Critical Raw Materials Act aims to strengthen internal supply chains and reduce dependence on non-EU sources, which includes promoting sustainable extraction and recycling of critical materials like zinc.”

“Licensing and Investment:

Greece is working to streamline licensing procedures for mining projects to attract investment in critical raw material extraction.”

Expecting big interest here this month.




April 30th

“Greece’s Deputy Minister of Environment and Energy Nikos Tsafos announced a new regulatory framework that Greece hopes will unlock new activities and investments in the country’s mining industry.

His statement came during an event hosted on Tuesday by the Hellenic Association of Mining Enterprises (SΜΕ)”

…

March 1st 2021

“received correspondence for... the development of up to 100MW of CBM”
 
“further discussions planned THIS WEEK... The Company aims to progress this matter AS QUICKLY AS POSSIBLE”

- - - - -

Regarding funding:

"We already have a great relationship with this group and look forward to working closely with them to get the process concluded successfully and AS SOON AS POSSIBBLE”

Great relationship = Botswana Public Officers Pension Fund who own 9.20% of TLOU at circa 7.5p average

- - - - -

Botswana Public Officers Pension Fund sets aside £195 million for local infrastructure.

“A company can come to partner for electricity, transmission of the electricity”

https://www.mmegi.bw/index.php?aid=87307&dir=2020/october/09

- - - - -

Tony Gilby: Tlou Energy CEO

Highly experienced in Coal Bed Methane??

Aligned with shareholders??

Highly experienced in selling companies for huge profit:

Founded Sunshine Gas Ltd
Sold for $1.1b

Arrow Energy sold to Shell for $3.5bn from $20m Mcap

March 1st 2021

“received correspondence for... the development of up to 100MW of CBM”
 
“further discussions planned THIS WEEK... The Company aims to progress this matter AS QUICKLY AS POSSIBLE”

- - - - -

Regarding funding:

"We already have a great relationship with this group and look forward to working closely with them to get the process concluded successfully and AS SOON AS POSSIBBLE”

Great relationship = Botswana Public Officers Pension Fund who own 9.20% of TLOU at circa 7.5p average

- - - - -

Botswana Public Officers Pension Fund sets aside £195 million for local infrastructure.

“A company can come to partner for electricity, transmission of the electricity”

https://www.mmegi.bw/index.php?aid=87307&dir=2020/october/09

- - - - -

Tony Gilby: Tlou Energy CEO

Highly experienced in Coal Bed Methane??

Aligned with shareholders??

Highly experienced in selling companies for huge profit:

Founded Sunshine Gas Ltd
Sold for $1.1b

Arrow Energy sold to Shell for $3.5bn from $20m Mcap

“As expected, the Company has received correspondence from advisors assisting the Government of Botswana in the execution of their Coal Bed Methane (CBM) program for the development of up to 100MW of CBM fueled pilot power plants.
 
This is a positive development with further discussions planned THIS WEEK. The Company aims to progress this matter AS QUICKLY AS POSSIBLE”

“Reigniting Southern Africa’s Economies with New Opportunities“

Coming from Masisi too. Not long now

Beautiful find MinorMiner. Thanks for that.

Could see something newsworthy before that meeting then.

I think complete buyout with Glencore retaining marketing rights for x amount of iron ore.

Can see China making their move once Simandou blocks 1&2 sorted and under their control and then take over west African iron ore and be prices setters.

You’re welcome Mynytho. Is a legit website.

The website, China Ferroalloy Online is a portal based entirely on the Chinese ferroalloy industry. It provides information, promotion, trade, information and other comprehensive value-added services to global ferroalloy users. The website has more than 100,000 members.

Among them, foreign members account for 11%, and foreign trade companies and transnational distribution companies are mainly engaged in ferroalloy trade. The domestic members are mainly private iron alloy enterprises in the western region, and strong distributors and exporters in the eastern region.

October 31, 2019

****China's steel enterprises to build a globally competitive iron ore hub in Africa, with an annual production capacity of 100 million tons.****

At present, the fluctuation of iron ore price is largely independent of the change of steel market price, which brings huge risks to the operation of iron and steel enterprises, and the current effective hedging measures of steel enterprises are very limited.

****Chinese steel companies must realize that strengthening overseas iron ore production capacity is key to cracking the price of iron ore in China.****

The high iron ore price is the main reason for the rising cost and profit of Chinese steel companies.

From a global perspective, iron ore is not a scarce resource, but the quality of each resource is uneven, and high-quality iron ore projects that have sustained profitability in various market environments are even more difficult to find.

****A high-quality iron ore project must meet the following conditions:
1. large resource
2. long-term and large-scale mining for more than 30 years
3. iron ore mined with market-acceptable metallurgical properties and impurities
4. The cost of exporting major markets is competitive. ****
****Holding high-quality iron ore production capacity projects will significantly improve the continued profitability of steel companies. ****

****The construction of high-quality iron ore projects overseas will enable Chinese steel companies to replace low-grade iron ore with medium- and high-grade iron ore, and achieve “three-in-one” for energy conservation, emission reduction, and cost reduction.****

****In addition, the construction of high-quality iron ore projects overseas will not only enhance the competitiveness of China's steel industry in terms of cost and environmental protection, but also bring taxation, employment, personnel training, infrastructure construction and social and economic development to the country where the project is located. Real benefits, to achieve mutual benefit and win-win.****

****Central and Western Africa has certain investment potential****

Overseas iron ore prices have gradually returned to rationality, which has brought opportunities for Chinese steel companies to invest in overseas iron ore projects. From the perspective of investment destinations, Chinese investors are more likely to obtain high-quality iron ore in emerging iron ore producing areas that lack infrastructure but have high investment risks, compared to Australia and Brazil, which have been deeply rooted by international iron ore giants.

Oct 31st 2019

Title: Strengthening overseas iron ore production capacity investment is the key in resolving the iron ore price dilemma in China

“China's steel enterprises to build a globally competitive iron ore centre in Africa”

“Chinese steel companies must realize that strengthening overseas iron ore production capacity is key to cracking the price of iron ore in China”

“Central and Western Africa has certain investment potential”

https://m.cnfeol.com/Article/1703081.aspx

Precisely Sidney.

When the minister of mines is talking about the development of an iron ore mine in a country we are invested in and also says the development is linked to diversification of the economy, a similar theme to the forum next week (which Zanaga will be attending at the invitation from CDB who will be funding the PN SEZ), I think it’s a good idea to take notice.

Link not working properly but on same website there’s an article yesterday regarding Avima titled “Le fer d'Avima exporté par camion via Kribi fin 2019” helping you with your vagueness of timeframes.

https://www.africaintelligence.fr/amf/premier-cercle/2019/09/03/le-fer-d-avima-exporte-par-camion-via-kribi-fin-2019,108370615-art

2 July 2019

Meeting in Changsha, advocated the financing of:

1. PN SEZ
2. Sounda Dam
3. Rehabilitation of CFCO railway

Meetings with leaders and investors organised by Chinese bank.

http://maetgt.org/2019/07/02/une-delegation-gouvernementale-prend-part-a-lexposition-de-changsha/

Now we have Forum in Brazzaville with ‘signing of big contracts’ on the morning of September 10th.

Meeting hosted by China Development Bank and World Bank.

Game on.