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Bonkers - here you go. Imo conservative. https://docs.google.com/spreadsheets/d/1nblMaqAg0U_yxMobmPHXKE33uQXnJ0rweV6g2INRWkM
Bonkers. You are absolutely correct. NPV should increase w 30 % see https://twitter.com/trisseswe/status/1073121527133036545?s=21
https://t.co/SqKIhpuNyQ
We will be mining spodumene before the plant is built surely but as the flagship project in country, we would certainly be a great partner to have for a bigger entity wanting to build the integrated value chain. Good that we have a new minister as well, from what I've heard the mining sector is cheering loudly.
Fantastic intersections and another possible extension this time at Pinheiro east. Aldeia to commence early Jan as the drill has been on maintenance. It’s never worked this hard, haha. I applaud the company for the superb developments in Portugal this year.
Could increase NPV by $100mm https://twitter.com/trisseswe/status/1073121527133036545?s=21
I'm not so sure we will see it this side of Christmas and as much as I want it to happen asap, I think that it is better to really carve out the best deal possible than to rush it to please the market.. there's probably a lot more work in an agreement than the quite simple looking contracts we have seen.. site visits, product testing, all counterparts have to check individually the quality and compatibility etc etc.. I don't know half of it. And possibly, we want to wait until we have more data from pinheiro and in the next year, aldeia. As they aren't in any of the resource estimates that might be a nice add-on to have. Partners surely want to know the size or potential size before making a move.
Will I be happy if a great deal lands before Christmas, off I will..
https://twitter.com/trisseswe/status/1070981780797382657?s=21 As always, you’re welcome to join the SAV group on twitter. Cheers
https://www.proactiveinvestors.co.uk/companies/amp/news/210475?__twitter_impression=true
Shows the mkt we really mean business so highly encouraged by this. Many stakeholders to cater to so important to have the right team in place. Interesting with EU funding consultants. And good to use local players as that gives more credibility to us in country and might make regulatory hurdles a bit easier to get over. We should have an npv net to Sav post tax of above £200mm at DFS (my bet is £250m) Moz is definitely worth a couple of pence as well. We have around £10m in the bank. We are very very cheap.
http://www.libull.com/2018-10-22-Feels-Like-the-First-Time.pdf
Very interesting. Minimum price, $550 and maximum $950 for spodumene concentrate. As Gangfeng has a 17 % stake in International Lithium with the Irish Avalonia project...they might actually be interested in European product. Let’s see! A lot of deals being made in the space which is very good!