The fuel costs are increasing daily. How can the public seriously believe the @ONS data on the reported inflation figure when the real figure seems to closer to 10%. Are we being duped to keep a lid on wage rises
@asentance @afneil
Invested £100bn in clean energy has not resulted in cheaper electricity. Are we being conned
@itvMLshow
Leigh Wright retweeted
And with one bound our anti-hero showed he didn’t have any (evidence that is)!
Took my mother food shopping yesterday @sainsburys. Wow £125 and I wouldn't say it was a big shop. I shopped in @AldiUK and the price difference was stark. Very much profiteering by a major retailer. @Tesco by me is also hugely expensive. Time a regulator was appointed
Leigh Wright retweeted
#ORCA Join @InvestorMeetCo webinar for an overview of Orcadian’s UKCS portfolio: Pilot (79 MMbbl gross 2P; 18.75% carried w/ Ping), SNS gas Earlham/Orwell (data-centre power), plus Elke/Narwhal & Fynn.
Friday 20 Feb, 10:00am
Register: investormeetcompany.com/comp…
Leigh Wright retweeted
Leigh Wright retweeted
3 former members of the SAS put an open letter into the media about the pursuit of men doing their job
The MOD have ignored that letter
This piece worth a read but needs to be shared wider please RT if you support them in their quest
#WhoDaresWins
countrysquire.co.uk/2024/10/…
#MILA #LITHIUM #GOLD #LTR
Mila Resources looks like a solid microcap play at this price level. Here's why
investingstrategy.co.uk/mini…
Leigh Wright retweeted
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This revenue will be soon followed by #copper (qtr 2) & #graphite (TBC)
We should see @MarulaPlc deliver dividends this year as planned. IMO 5p plus a share once we take into account all corporate costs, debt servicing and exploration
aquis.eu/stock-exchange/anno…
#maru
Leigh Wright retweeted
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Off-take is just the catalyst
@MarulaPlc will shortly after this see shipments in both minerals along with revenue (Possibly by product sales too)
@NSE_PLC listing should be announced
Assays and Expected #JORC and CPRs
Mad March has started #maru #kenya #southafrica
Leigh Wright retweeted
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With the new #manganese asset producing and Blesberg #lithium imminent
Off-take(s) expected to be signed this week
I guess the next question will be what revenue and contribution?
My stab attached (Bold fig after all costs & to port)
@MarulaPlc #maru @StockBoxMedia
Leigh Wright retweeted
Low cost to produce average approx $265 a tonne
#maru will deliver $44m for 5 tonnes a month @ $1k a tonne
A peer with cost per tonne $850 would need to produce 25 k tonnes each month to deliver a similar contribution
@MarulaPlc #lithium #SouthAfrica
Leigh Wright retweeted
@MarulaPlc believe that by product sales will cover all opex costs
Meaning a $51m contribution on just 5k tonnes a month meaning a peer at $850 would need to produce over 28k tonnes to deliver a similar contribution
Also included figs at 10k a month
#maru #lithium #SouthAfrica
Leigh Wright retweeted
With full cost to port of $406 a tonne - #maru will still deliver a contribution of over $35m
A peer would need to produce 20k tonnes to the @MarulaPlc 5k tonnes
#lithium #SouthAfrica
Leigh Wright retweeted
Looking forward to seeing @MarulaPlc joining this list.
Dual listing on @NSE_PLC soon and "aiming to make first dividend at end of 2024" @JB_MiningAfrica
#MARU
#Graphite #Lithium #Copper #REE #Managnese
🇹🇿 🇰🇪 🇿🇦 🇿🇲 🇿🇼
Leigh Wright retweeted
#GMET #POW #TUNGSTEN #NEVADA
The Golden Metal Resources Edit is here. Everything you need to know about the company in one article.
Up 50% year-to-date and just getting started.
Opinion only.
@GoldenMetalRes @oliverjfriesen
investingstrategy.co.uk/mini…
Leigh Wright retweeted
I'll be chatting through progress on our Pilot deal, 33rd round opportunities and the future of oil and gas in the North Sea with Darren this afternoon at 2pm
Be there or be square
Looking forward t chatting to Steve this afternoon, #ORCA are close to their first milestone payment for the Pilot farm-out with two further license awards to be formalised by the NTSA
I'll be asking Steve about his view on N Sea investment
Leigh Wright retweeted
Whichever your #lithium play is? Mine is @MarulaPlc as they've also diversified into other minerals #copper & #graphite
#ElectricVehicles are still on a year rise
The Chinese want to take control of businesses and #minerals supply.
#maru #prem #kod #pls #asx #batterymetals
Leigh Wright retweeted
Coming close behind world first #lithium production methods will come #copper production
Both this qtr and in parallel
Exploration target 10-15mt assay at Ave 2.68% fully founded
aquis.eu/stock-exchange/anno…
#maru @business @MarulaPlc @GoldmanSachs @Reuters @mining @MiningWeekly
WORLD First operation to successfully mechanically dry process lithium ore
Produce over 6% #Lithium saleable product from input as low as 0.2%
low cost $250-276 per tonne
Also expanded new mining fleet to further increase production
#maru @GoldmanSachs @business @MarulaPlc
