Member Info for viable

It's getting a hurry-on this morning.
Pity I didn't know more about the acreage.
Otherwise my trial order would have been larger.

Sasa - Shubham is highly regarded and has a big following in Canada and US. Generally ~200 investors hook up for his meetings with readership even more extensive. He is now adding UK listings to his interests and will also be reviewing JSE if he has not already done so.

I have been in contact with him for some time.

In the light of late reported trades I take the view that funds/instis are coming in the door in numbers. Have finished my buying for the present and (next) chasing three other prospects.

https://www.marinetraffic.com/en/ais/home/centerx:112.2/centery:19.2/zoom:6

Considering EME's investment case for the first time.
Will follow the rig over the next two days . . .
unless I have got the wrong one.

Some of us are slower than others. Having examined SOU intermittently for 10 years I finally took up a fair sum of stock. The permeability subject in the acreage has always bothered me but modern drilling techniques continue to improve outcome.

https://list.solar/news/chariot-total/

Although aware of it I hadn't quite taken in the scale of First Quantum's solar panel project but had been communicating with Tharisa on Rustenburg. See -

https://list.solar/news/total-eren-chariot-1/

Have already mentioned Karo, Great Dyke, Zim, but also understand we are quoting on the Mauritius tender (not to be confused with Mauritania). Adonis P et al. must really get cracking because I had not realised the extent of mining etc installations already in place in SA:
https://www.solarfeeds.com/mag/biggest-solar-projects-in-south-africa/?msclkid=c0d01908b2bb11ec8cc585b5f1a01593#De_Aar_project-175MW

Shall be adding again next week.
Fairly certain SP improvement will continue but have been studying their other "pillar".
The Total Eren projects will also advance, viz.:
". . . engineering firm Hatch Australia boss Jan Kwak. The global Canadian company is working on the $30 billion plus Sun Cable project backed by Fortescue chairman Andrew Forrest and Mike Cannon-Brookes to export solar energy from the Northern Territory to Singapore".

CHAR's scale might be more modest but it's going to happen.

https://www.facebook.com/kpfertil/videos/kp-f%C3%A9rtil-ganha-licen%C3%A7a-para-400000-toneladasestamos-aqui-hoje-para-compartilhar/528564111319825

https://www.facebook.com/kpfertil/videos/harvest-anuncia-fase-final-de-amplia%C3%A7%C3%A3o-de-sua-unidade-de-processamento-do-kp-f%C3%A9/681520339456866

Spent some of the afternoon trawling through KP Fértil links.
There's certainly a lot to consider.
Very informative although I had an opportunity to do so months ago.
And the last time I studied Minas Gerais was decades ago.
A great deal of promotional effort has been put in for 3+ years.
Shall be adding again next week.
Agricultural lime in the product range will be useful for the brassicas but I don't have a clue on the province's general pH values and alkalinity requirements.

https://diariolaregion.com/web/rio-amazonas-en-alerta-hidrologica-naranja/

. . . don't know anything about Ucayali flood plain but hope our site is safe.

The Pouroulis family now into its third generation of mining entrepreneurs, Phoevos (THS), casts a long shadow across Africa.

Adonis P has also diversified into AEMP. A Mauritanian deal is imminent. Refer to -
https://billionaires.africa/energy-magnate-adonis-pouroulis-acquires-mauritius-based-africa-energy-management-platform/?msclkid=4e02d434b1e811ec9283293488537f9c

An installation will be erected in Rustenburg, another in Zambia and a third almost certain to follow in Zimbabwe.

I was anticipating a contract (tender) with Nampower but they selected Access Aussenkehr Solar One Namibia who have a local Windhoek branch. The government office is but a short walk. Being on the spot pays dividends. Botswana and Namibia are set on erecting gigawatt solar power facilities not only for internal needs but also for supplying surpluses to SA. See -

https://www.afrik21.africa/en/namibia-nampower-starts-work-on-the-20-mwp-khan-solar-power-plant/?msclkid=6f338efab1e111ecba3369e0cd16cdac

The Rustenburg build is -
https://www.africa-energy.com/article/total-eren-and-chariot-sign-build-tharisas-40mw-south-african-solar-plant?msclkid=cc3dce29b1e711ec900c0c5dc6588474

The long-term goals and permutations are endless.

https://www.africa-energy.com/article/total-eren-and-chariot-sign-build-tharisas-40mw-south-african-solar-plant?msclkid=cc3dce29b1e711ec900c0c5dc6588474

@ 14:32 - Yes, but next generation 2+km laterals will now be in the planning stages.
It is this feature which is keeping my attention.

@ 14:58 - I still believe there is gas off the coast unless the seals have gone. I could smell the sulphurous air when in Swakopmund, Walvis and all the way up to KaapKruis. Anyway, I exited in time only losing ~£50. Could have been a lot worse.

@ 10:14 - An absorbing presentation, indeed.
And there I was until recently thinking Robert had destroyed his country.
Ag, Au, Co, Cu, Ni plus the PGMs. Quite a list.
Ilja, is Zim theft and vandalism as bad as it is on Transnet?
Solar panel depiction is detectable but presumably not installed until later on.
And outage frequencies are probably similar to Eskom.

I feel reasonably sure that Yuri is preferring Ramula as a WK starting point owing to its surface "pancake" near-surface concentration structure across 500 m . . . whereas Eric leans to the idea of an Isulu location.

Some of the reasoning is based on the Karo project modelling which encompasses 23k hectares incorporating four surface targets at 100 m depth. Siaya's seven camps are similarly arranged. I have a large THS holding that has been increased since establishing contact with Tharisa's management. (Zim has been on the go for some time and further development was confirmed yesterday.)

As previously indicated we are financially strong enough to tackle something like a Ramula open pit on our own without too large a begging bowl or looking around for a partner. The situation might change when block-caving or shaft/tunnelling is required. (Palaborwa is perhaps an example here when they got the Chinese in to put up the $$s.) Shanta can probably draw on SA mine engineering expertise without looking around for a major.

Hoping to relocate funds here - and THS - when finally free of SOLG.

Ilja, I note Phoevos is looking well and sporting a healthy Transvaal tan, or did he get it from Plet? By contrast we are looking quite pale over here.
. . . pleased to see we woke up to the near-term reality this afternoon.
Is 8% Au from Ngezi considered to be a big bonus and is there silver content as well?

Right, it's almost certain that CHAR will construct a solar panel array at Great Dyke, Ngezi, within 24months . . . possibly commencing in Q4.

W.r.t. to Anchois, etc it is not possible to assess the full impact of what we are looking at here. Above all else it is a quality reservoir. Will be keeping an eye open on insti activity because what we are seeing is confined to retail investor clamour. Maybe a bumper Friday on the horizon.

I note a few of us go back to 2010 at which time I surrendered on the Namibia imbroglio.
Can we reach £1.80 again?

Until today I hadn't realised Andrew Hockey was on CHAR's BoD.
Additionally the Pouroulis family tentacles have a long reach.
One branch is S African where I have a fair stake in THS which now of course is well entrenched in Zim.

A virtually impurity-free 150m payzone (no CO2) is seldom encountered.
A lot more is going to emerge after today's news.

After going through today's Twitter content reverse trend in SP comes as no surprise.
One point not realised is probable 8% Au yield from Ngezi.
The story gets better . . ..