Member Info for Twohits

Yep you’re right sniper, I shouldn’t engage, filtered wnd of drama!

Jesus i’ll filter you for everyone’s sake, that way I won’t feel the need to repsond.
PS. Little hint - the fuel sloshing around in cars wasn’t part of a delicate process involving an electrolyte solution passing through a membrane that adds and subtracts ions under a constant flow. Little difference there.

Also thanks ghin and i agree. This stock needs advertising, it is not going to get that with a self-satisfied and pompous cabal denouncing anyone who doesn’t drink all of the kool aid. My point about sonora was basically to add some balance. People get put off by boards that only see outrageous upsides and don’t tolerate sensible dissent. You just have to look at something like BMN to see the animal farm farce that board descended into. Love the stock, but keep it real.

The sp was given a base here in the recent lows from its EMH holding, it rose on amapa. That tells you the market doesn’t put much value on the other assets - including sonora, whether its 500k or 1.5m. Like i say, happy to be wrong about this, it makes me more money, but i’m not holding my breath. I’ll look for the 2-3 bags fairly quickly just from amapa.

Seriously the EV commodity super bull has only just begun. The only q. Is whether the wider mkt will
sell-off significantly soon and we can buy back in cheaper. Certain commodity prices are only going one way.

Yep zoom, no harm in asking though.

Cheers EV, he answered that like a politician!

Would like to ask a question to him more directly - “if the kdnc portion of sonora was to be sold in market today what do you think would it be worth?”

Tbh I underestimated the resource by 2/3, but i thought £20m would be totally top end, i’ve paid very little attention to it (clearly!), I just don’t like sonora, i think it’s grubby. I’m here for amapa primarily, have everything else other than EMH discounted pretty much to zero.
If sonora does fetch £20m+ i’d be ecstatic. It makes an already ludicrously cheap stock even cheaper.
Worth asking KM what he thinks it’s worth in the Q&A (he’ll obviously say a figure double what he’d accept he’s not dumb).
This stock has suffered, inter alia, from a lack of volume and good publicity - it’s had enough bad in the past. That’s why we are so undervalued, that will change, fortunately it looks like volumes have and will continue to pick up. This could be 2-3x current price and still be a good buy.

Ignore that - see it included with inferred. This is worth £200m easy!

Lol, maybe I’ll hold out for £25m, it’s still in a crime ridden hell-hole riddled with problems. We are a minority holder and have zero leverage. The sooner it’s gone and we have cash the better.

Thanks jimb2 - where does that say 1.478mt?

Show me where it says kdnc have 1.46mt attributable to them tomcat.

A) cadence has 30% of mexilit. That does not equate to 1.478 attributable to kdnc. Show me where this is obs. The link does not.
B) BCN is toast, it’s being delisted. Gangfeng owns it, any morons holding out to be part of a private company can kiss their investment goodbye.

Kdnc have about 500k t attributable to them for sonora, so yeah fair enough the 8.8 is 8.3mt, my bad: The valuation of which was £285m aka this stub piece that we hold is not going to be sold for anything like £100+, pure fantasy. Give me £20m, i’ll rip your arm off. If/when that happens, don’t be disappointed.

All the BCN shareholders think they were ripped off - it is in a crime-ridden hole, with myriad issues around it. Your asset is worth the most people are willing to pay for it, nothing more.

Speechless

Simple question, did gangfeng just acquire BCN and their 8.8mt LCE at a valuation of ~£285m or not?

(PS i know the answer)

The 200 year LOM means they obviously have the ability to accelerate the extraction of that resource. The point is they are not light on resource. Some of the posts today are extraordinary.

Oh my god

Tomcat - Are you for real?

Easily, this can get to 40p next week as long as the S&P plays ball. The only thing taking this lower will be a market sell-off, even then it would have to be pretty severe to take this down much. It’s still ridiculously undervalued.

Would be worth about $200k to me EV, i’d love it if you were right.

We can agree to disagree on that barksy!

And the deal predates kiran, he is not that bothered about sonora.

“Drag along” or dividend - who still thinks we’re driving the bus here?

That’s not how it works either, they can completely ignore us, we are the minority partner.

From what I’m reading, feels like filtering dallasdaz wasn’t a bad move. Unbelievably basic stuff!