Ripley94
13 Nov 2017
Re: Gary Newman. This fell back to pre Sept spike level early today.
Ripley94
25 Oct 2017
Re: Gary Newman. They thought it best to put the placing RNS out @ 2.15 pm , rather then wait until 7am.5.25p with warrants for 6p.Price appeared to go up after !!!!But you can not trust buys / sell detail .
Ripley94
24 Oct 2017
Re: Gary Newman. Not seen any comment from share prophets and co for a wile !!
dickie3times
08 Jun 2017
Plenty of talk re-GGP Many pi's selling stocks to buy into Greatland Gold, the biggest riser on AIM and imo is the reason why some AIM companies have took a minor hit today and yesterday. Sure they'll be investing back?
dickie3times
06 Jun 2017
Re: FT - SAV will outperform the market BUY - HOLD - ADD imo[link]
dickie3times
06 Jun 2017
FT - SAV will outperform the market Consensus recommendationAs of Jun 02, 2017, the investment analyst covering Savannah Resources Plc advises investors to purchase equity in the company. This has been the consensus forecast since the sentiment of investment analysts improved on Nov 28, 2016. The previous consensus forecast advised that Savannah Resources Plc would OUTPERFORM the market.
dickie3times
05 Jun 2017
RNS - FinnCap App of Sole Broker FinnCap ...good choice, shows that SAV is moving ahead with this appointment. A few years ago they would not have been interested, now we can expect more media and institutional coverage, possibly with broker price targets ?~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ 5 June 2017Savannah Resources PlcAppointment of Sole Broker [link] Resources plc (AIM:SAV) (the 'Company') is pleased to advise that it has appointed finnCap Ltd to act as sole broker to the Company with immediate effect. Northland Capital Partners will continue to act as the Company's Nominated Adviser.
dickie3times
04 Jun 2017
Price being held....? So we never reached my predicted 8p last Tues, but as much as investors were piling in..the mms kept tight reins on the sp. I managed another buy instead of my intended top-slice instead.One hopesBULLISH (not to be confused with bull isht)
dickie3times
26 May 2017
Re: 8p.....Tuesday BUY Sorry that was meant to be a BUY. Adds a bit of colour though, eh?
dickie3times
26 May 2017
8p.....Tuesday ...Which Tuesday, i wonder?
gringosmith
25 May 2017
Mid-cap miner plan in the making here. I have been invested here for 3yrs+ and followed SAV as it has made aquisitions to add to its portfolio of mining interests. Having researched David Archer's history of building companies into sizeable investments with shareholders interests aligned, together with having spoken to him at several investors events, I am confident of holding a sizeable investment for longer term in ISA + SIPP. The latest aquisition shows forward planning and a serious approach to growing this company into a mid-tier miner.
dickie3times
25 May 2017
Daimler plans biggest Li plant in Europe According to Bloomberg New Energy Finance, Daimler’s Kamenz plant will be the biggest battery factory yet in Europe, with large lithium-ion battery factories planned for Sweden, Hungary, and Poland. The research organization estimates that by 2021, the cost of batteries will drop 41 percent, from $271 per kWh today to $156 per kWh.[link] begins construction on a $562 million lithium-ion battery factory in GermanyGerman automaker wants to bring 10 new electric models to the market by 2020.MEGAN GEUSS - 5/22/2017, 11:45 PMEnlarge / Federal Chancellor Dr. Angela Merkel in a conversation with Dieter Zetsche (Chairman of the Board of Management of Daimler AG and Head of Mercedes-Benz Cars) and others.DaimlerOn Monday, German Chancellor Angela Merkel visited the site of a future lithium-ion battery factory in the eastern German town of Kamenz. The factory is being developed by Mercedes-Benz manufacturer Daimler, which will devote approximately €500 million (or $562 million) to churning out batteries for electric vehicles and stationary storage.FURTHER READINGMercedes-Benz Energy pairs with solar company to sell batteries, rooftop panelsIf the project seems similar to Tesla’s Nevada-based Gigafactory, you wouldn’t be alone in making that comparison. Tesla and Panasonic partnered to devote $5 billion to building a lithium-ion battery factory outside of Reno, Nevada, and the electric-car maker has said it hopes to produce 35 gigawatt-hours of auto and stationary batteries by 2018.Daimler didn’t give any projections for its factory’s potential capacity, but it did say that its investment would quadruple the size of an existing battery factory on the site, which is run by Accumotive, a wholly-owned subsidiary of Daimler. The German automaker is also pledging another €500 million to expand battery production worldwide. And if all goes well at the Kamenz site, Daimler says it will “go into operation in mid-2018.”Last week, Daimler subsidiary Mercedes-Benz Energy announced a partnership with Vivint Solar to sell stationary storage batteries along with solar panels in California. The company has also experimented with reusing old electric-vehicle batteries for grid-tied storage. (When electric-vehicle batteries degrade past a certain point, they’re no longer road-worthy, but they can still store energy as part of infrastructure.)According to Reuters, Chancellor Merkel said on Monday, “We need long-term horizons and companies that invest in the future. It is important that electric mobility is ready for the market as quickly as possible." She had noted earlier in the week that the German government had invested €35 million in battery research, and she claimed she “had been briefed about the latest lithium cells which could allow cars to travel up to 1,000 kilometers (621 miles) without needing to be recharged,” Reuters said.
vekta
25 May 2017
Re: LITHIUM to replace ...... But where’s all the electrical power coming from to charge these wonderful vehicles? UK is already at a critical point in power generating capacity. I’m very much afraid we will not have the resources to meet this future electrical demand!Vekta
dickie3times
23 May 2017
LITHIUM to replace ...... ......petrol and diesel engines within 8 yrs ?Petrol and diesel engines will be redundant in just "8 years"Updated / Monday, 22 May 2017 14:43Tesla's electric cars are part of the tsunami that is going to engulf the traditional car and oil industries, according to the Seba report.Tesla's electric cars are part of the tsunami that is going to engulf the traditional car and oil industries, according to the Seba report.Donal ByrneProfessor Tony Seba doesn't mince his words when talking about the end of petrol and diesel. Conventional transport - from cars to buses and trucks - is facing a tsunami of change and by 2025 everything on four wheels will be electrically-powered, he argues. He also predicts that there will be a "mass-stranding of existing vehicles", that the value of second-hand cars will plummet, that people will have to pay to get rid of their cars and that by 2024 there won't be any car dealers in business anymore. The latter claim seems well justified by the decision of Tesla not to have any dealers but to sell directly to customers."It's the end of energy and transportation as we know it, and it's coming very quickly," Mr Seba told investors in Australia recently. He went on to say this revolution will "be over by 2030" and likened it to the move from horse-drawn carriages in the early 20th century.Professor Tony Seba of Stanford University.The renowned Stanford university guru isn't just an academic and champion of green energy. He is also an advisor to some of the world's biggest companies and has worked with Google and many other Silicon Valley entities. His advice is sought by governments and investors alike and his predictions are contained in a report titled: "Rethinking Transportation 2020-2030"The Daily Telegraph recently reported him as stating in his report that people will stop driving altogether - something that is not inconceivable when you look at the rapid pace of development of autonomous driving cars by car companies.He says the coming revolution is down to key factors, including solar power, increased battery storage, electric vehicle development and self-driving cars.His report argues that the "tipping point will arrive over the next two to three years as electric vehicle battery ranges surpass 200 miles and electric car prices in the US drop to US$30,000. 2022 the low-end models will be down to US$20,000. After that, the avalanche will sweep all before it."Electric cars like the this Tesla represent "an avalanche" for the traditional motor and oil industries, says the Seba report."What the cost curve says is that by 2025 all new vehicles will be electric, all new buses, all new cars, all new tractors, all new vans, anything that moves on wheels will be electric, globally". He said the "residual stock of fossil-based vehicles will take time to clear but 95 per cent of the kilometres driven by 2030 in the US will be in autonomous electric vehicles for reasons of costs, convenience, and efficiency. Oil use for road transport will crash from 8 million barrels a day to 1 million.He argues the cost per mile for EVs will be 6.8 cents, rendering petrol cars obsolete. Insurance costs will fall by 90 per cent. The average American household will save US $5600 per year by making the switch. The US government will lose US$ 50bn a year in fuel taxes. "Our research and modelling indicate that the US $10 trillion annual revenues in the existing vehicle and oil supply chains will shrink dramatically," he says.Another world expert on the oil industry, Professor Dieter Helm of Oxford University, also told the Telegraph that the end of the big oil business has "just started". He argues that demand for electric vehicles will soar and this will have a huge effect on an already declining oil market
dickie3times
17 May 2017
From LSE Courtesy Brad1The Moz scoping study matters a lot.While the Oman increased JORC and Scoping study are important milestones for SAV to achieve, they are less relevant from a financial (see my previous note) and progress viewpoint. Indeed, Oman will be a relatively small operation (albeit generating much-needed near-term cash flows) and the key steps of permitting and financing will likely be achieved in-country with local players (Al Marjan, MDO, etc) that are incentivized to make it happen, almost regardless of the economics of the project.When it comes to Mozambique, the scoping study is a big deal for different reasons:1/ Ilmenite prices are going through a massive recovery (tripled in the past 12 months) and big commodity players (asset managers and miners) are looking at this commodity closely. There aren’t many world-class Ilmenite projects in the world so Mutamba is one of a few key projects out there. However, for any commodity professionals to do some serious analysis and flag the investment opportunity to their boss, they need to come up with a thorough study of the mine plan. Jorc is a great first step but the scoping study is what can really get a serious discussion going with decent economic analysis to look at. If you look at how Base Resources share price has performed over the past 12-18months (10-fold), SAV will stand out as a new opportunity for investors to replicate this type of share price performance. Admittedly, Base resources was seriously leveraged at a low point in ilmenite prices, so the 10x performance is due to this leverage. But to look at it crudely, Base enterprise value is about 4-5x gross margins. If SAV produces 500kt of HMS per year (as per DA’s indication) on their initial 200mt mine plan, I end up with approx £20mn of annual gross margin for 51% SAV. So on the first mine plan alone (200mt out of a 4.4bn Jorc), one could value SAV’s part of the initial project at £100mn (20p/share). Add to that the massive upsize potential of Mutamba and the Oman activity, and one can see why SAV would become an attractive investment at current prices once the scoping study comes out. the way, Kenmare shows similar valuations as Base but their wet mining approach is less profitable and the firm has recently got out of a messy bailout so it is less “clean” to use as a comparable. As part of the terms of our JV with Rio Tinto, we get increased ownership of the project (from existing 10% towards final 51%) as we progress with studies. The key difference between now (10%) and scoping study (20%) are the terms of the “kick-SAV-out” option Rio owns. Currently, Rio Tinto can kick SAV out of the entire Moz project by simply paying a multiple of our historical costs on the project. I would think our total spend so far in Moz is in the $3-6mn range. So a multiple of that (say 2-3x) is worth $5-15mn of cash. If this happens in the next few days, it would be a big disappointment, although not the end of the world (SAV would have £12-15mn of cash + Oman so easily covering our 5p valuation). Once we finalize the scoping study, the “K-S-O” cost becomes an independent valuation of SAV’ share of the project. As per my previous note, I think the first 200mt mine plan is likely to have an NPV of 20p+ at 51% ownership. So at 20%, this is worth 8p to SAV. While I prefer for SAV to stay in the JV all the way to 51%, if Rio exercise the option after the study, SAV would have 8-9p of cash, no debt and the Oman project to focus on (which remember is worth anywhere between 10p and 50p to SAV). Note also that once the scoping study is done, DA alluded to the fact the PFS would follow very quickly (likely this year) so the step from 20 to 35% is likely to be much quicker than 10 to 20%.3/ a few professional equity analysts (including the respected commodity-focused RFC Ambrian) have mentioned that they would wait for the scoping study to publish updated research notes with proper valuation scenarios and
