Member Info for toptiger

Nesty,

yes if things ramp up here we will get the idiots, but i will just filter them AND anyone that engages with them more than say once (thats how nice i am)

it might mean me talking to myself however. but its the only way to keep a board clean

Mostly agreed sharechap, and still have 3 mill KOD, but really dont like the board, they dont seem to know (or even care) that endless posts, weekends and all, is seriously off putting.

and i dont think the delay is that straightfwd, and even if it is, very naive BOD stating 1 month.

The reply to me was, oh dont worry its just a rolling date nothing to worry about. But the BOD should know better, especially with regard to Africa. If AV ever did that i would be very surprised and put off. You become a CEO based on experience, and you should have it

sometimes delays turn into -----> never happen, especially in africa

look at Africa oil walking away from Kenya, took 9 years of negotiations, in the end they said no thks, we have Venus

look at GCM in Bangladesh.....enough said

Now, i hope KOD do pull it off but dealing with difficult parties. Even if the BB over there say, oh dont worry, the resource is still in the ground. yes, it is, but you cant move it to an easy jurisdiction.

so, for all the risk and hassle, ATM until proven otherwise are a better bet.

Namibia and Nigeria get it, SA sort of gets it, but as for the rest its risky.

Eric will boost this 0.5p i expect in 30 mins time, maybe more if he is really glowing or lets something slip

Kod for me was supposed to be an easy little house in the country but well cant be now, unless things change, and well its now over to AV to perform that task.

one thing is for sure, really glad i found ATM and will reduce KOD further quite soon, the vibe for me has changed and while the fanboys on the thread try and keep things in order, their lack of real objectivity is obvious (and they are prob selling in the background anyway)

i dont line up the ducks in a row, its the way it unfolds, i would buy those companies regardless.

but a bit of switching is always good.

but almost all my stuff is in africa, so trying lining up those ducks up, deadlines all over the place.

Nesty,

trouble is the timing, both have catalysts coming up, though think shanta will have appreciated to decent levels before out partner/offtake announcement, well thats my hope anyway. but before then venus in namibia should be appraised by total/africa oil so that must be first

on seperate move, and think you or some others might have some, have reduced my kodal by another 25%, just dont like the board, and doesnt give me the same rosy feeling anymore.

luckily i'm more than 2 : 1 andrada to kodal.

its a shame with kodal, but nothing seems to run smooth over there so reduced. was such a simple project on paper.....but with the leo lithium stuff and the prem link all bit too much risk

Nesty,

well they should run, quite a bit of smoke over them as the odey thing plays out etc and no one knows if completely out etc. but anyway, shanta is one of those shares where the true value will prob never be realised, the ceo says undervalued at every turn, and it is, but its one of those where its hard to get anything like a good price.

but on todays numbers, assuming no mining slip ups, is impressive, and with the significant VAT refunds coming in q3 and beyond will be debt free in q3,.

so, its like all commods, a play on the gold price, a commodity i dont really like (same with silver).

but if going to have any gold miner and 1 or 2 is ok by me, they do look like they could reach 15p fairly easily in next quarter, maybe higher.

and now have the cash to increase dividends / do buybacks if it stays here.

investor call at 1pm so that will be interesting.....

Cornwood is great, lovely pup, yes edge of dartmoor, near dartmoor zoo at sparkwell (great little zoo).

yes, i consider myself very fit, also paddleboard as well, so i'm very south west style.

shanta is racing away, and so it should, never quite seen an RNS as all round as good as that one.

i might hold now, or at least top slice some into ATM if it breaks 15p, which think it will in the autumn

Tungsten west is the mine above plymouth, the good old wolfram (W)

NO !!!

what is it with shanta, attracts the worst people, always people trying to put out the good flames, guessing about this and that (as everyone does, its the internet).

just let them get on with stacking up great quarters and this will be 20+ real soon

Nesty, yes plymouth is all bloody hills (which i quite like).

cycle a lot (over 100 miles a week easily) and go to plymouth every fortnight for some exploring and pop into the casino.

can reccommend the cornwood cycle from ivybridge, extremely nice.

you cant cycle in devon without being able to and enjoying those hills. did 250 metres last night after getting lost near crediton (can also highly reccommend the train rid with bike to okehampton, right below yes tor)

anyway, before this becomes a cycling site, great great update from shanta gold this morning, for anyone wanting a very nice severely undervalued gold producer making really good money, with very low costs.

Bigger pasties in those days though (probably £10 at todays money)

And the old mines were economically based on 12-14 hour days by tougher people

no way todays generation are doing anything like that, even though engineering has improved.

Well, this is my area, the south west (exeter based), and there is something above plymouth, maybe tantalum, not sure.

problem is, no one should really invest in a uk mine, firstly underground, bit dangerous, goes out towards america so is right off the coast, environmental protests, flooding......high costs, so no way

that gold mine in scotland will also never make money.

keep it in africa

Not sure where this leaves us with the other financing, but based on phase 1 being finished, and surely enough for now, do we need it ?

was here way after the orion stuff so will see what older members say....

The one main issue i have with the note, and its pretty similar before, and maybe i missed it somewhere on reading, is the emphasis on petalite sales.

now, from my watching videos, AV has said that initial quick sales will be petalite but they will want to move to taking off the extra silica oxides and convert the UIS stuff to more spodumene like lith carbonate.

outside of that, there is actually spodumene out there (yet to be assayed up) and therefore my conclusion is that this note is way underpriced based on that.

the pilot extraction and refinery treatment will determine if AV is right ?

and as he said, processing plants are quite finally tuned to what is sent to them and cannot go outside of that too much, hence the current pilot.

i very much doubt he has had eye watering offers based on petalite for the glass mkt

thoughts ?

Thanks all for the paste, and the final pdf, will copy into my ATM folder.

will read now over my coffee......

Any chance of pasting the note, that site requires registration, or even a summary by someone ?

thx in advance

Kind of agree nesty, mixed for me, dont like the loan rates but then guess cost of capital is high at the moment

they need to start executing (not suggesting they are not......)

Nesty,

read over the weekend you mentioned a company beginning with V, that had some sort of issue......what was it ? the company name i mean

But in theory you COULD (as in all group 1 and 2 metals) produce batteries, its just that lithium is by far the best