I want Elon Musk to give Mel Gibson $100 million to film an Odyssey adaptation with painstakingly historically accurate ships, armour, weapons, and casting, with all dialogue taken straight from the original poem and delivered in Homeric Greek.
@Atlanticlithium shareholders are being asked to accept a 10.8% premium to hand over control of one of the lowest cost shovel ready #lithium development projects in the western hemisphere.
Some simple numbers cross referencing the valuation on ZHC take'under' proposal:
o ZHC paying $71m for $ELV 22.5% stake in Ewoyaa
o Values 100% of Ewoyaa at $315m
o #ALL $A11 own 58.5% of the project ($ELV 22.5%, MIIF 6%, Govt free carry 13%)
o => #ALL $A11 stake valued at $184m
o #ALL $A11 net cash of $13.9m at end last Q
o Assume $3.5m of cash burn/q til deal close at Y/E (no idea what they are spending this on!!!!)
o =>Y/E end cash ~$3.4m.
o ZHC offer at $210m, less $3.4m cash, less $184m for stake in Ewoyaa - implies ZHC paying $22.6m for change of control and exploration upside in Ghana and Cote d'Ivoire. All when SC6 is trading >$2000/tn and AISC is close to $700!!!
#ALL $A11 @AtlanticLithium are being taken for a ride
Very interesting to see this transaction from Global Lithium Resources recently that included a $75m USD offtake pre-pay with a $1000 floor and no upside! Talk about a tight market. Not the only one we've seen. Why weren't $A11 #ALL been able to replicate this for Ewoyaa funding?
The truth is SO hard on narrative
Were the rich to only pay their fair share, when might they expect their rebate,
and how might that rebate be funded?
We are Atlantic Lithium Shareholders and we are passionate about extracting full value from our long term investment in the Ewoyaa project. We are equally committed to ensuring all Ghanaians share in the benefits of this globally significant Lithium project.
#BRES Major new #Graphite deposit confirmed at Iyan. Deep-hole drilling delivers continuous mineralisation to ~100m, all holes end in graphite
🔹High-grade intercepts up to 13.9% TGC. Supports early 2026 JORC upgrade
🔹 Beehive deep holes + more Iyan to come
Read More Here: https://t.co/hbX83zDh32
#BRES Exceptional first deep hole at newly identified Iyan deposit confirms continuous high-grade graphite from surface to ~100m
Major new zone not in current JORC, strengthening Orom-Cross’ potential as a multi-decade supply source. 5 more deep holes + 186 assays pending
Read More👉https://t.co/a96jpXgeEw
🎙️#BRES CEO Mike Ralston with @proactive_x
🔹US$1.087Bn NPV & 96% IRR
🔹More drill results, JORC expansion & off-take updates to follow
🔹Presenting the DFS at Resourcing Tomorrow show🇬🇧
Next stop: New York & Washington for #CriticalMinerals meetings 🇺🇸
#BRES
Soon to deliver what could be the most impressive DFS for a junior mining company that the London market has seen and its just the start...
Read on!
Save the Date!
Thursday 9th October - 12pm
Live Spaces with @BlencoweRes CEO Mike Ralston with Q&A
Updates on:
DFS Timing
Drilling Results & JORC Upgrade
DFC & Funding Partners
Post DFS - Key Value Drivers
#BRES
https://t.co/uhklkElWUV
🚨 Lithium is waking up! 🚨
⚡️ Prices up nearly 20% after mine closures in 🇨🇳
📈 UBS just lifted 2026 #spodumene forecast by 32% 🔥
💡 They see deeper Chinese supply cuts in the next 6–12 months
🔋 Canaccord says “Demand’s in charge now” — growth is stronger than expected & low prices have crushed future supply 🚫⛏️
By 2027, we’ll need more supply, without higher prices, a dramatic spike could be on the cards 📊🚀
Expect more analysts to revise their lithium demand/supply projections soon
Lithium deficit in 2026 ✅
👉 The lithium down-cycle looks DONE ✅
👉 #Lithium equities could be ready to run 🏃♂️💨
#EV #BatteryMetals #CleanEnergy #Commodities #Investing #Mining #GreenTransition $LKE $LLKKF #SYA #ALB #SQM #ASX #Batterystorage
US launches public-private initiative to develop first-ever Strategic Minerals Reserve (SMR) headquartered at the Hawthorne Army Depot in Mineral County, Nevada.
The SMR will focus on storing, refining, and distributing critical minerals including gallium, graphite, and copper, essential for defense systems, semiconductors, electric vehicles, and battery technology.
The project, supported by the Department of Defense, Defense Logistics Agency, and Department of Energy, aims to address national security concerns and establish a resilient domestic supply chain for critical minerals.
#BRES Update on 7,000m drilling programme, currently underway:
🔹Geotechnical Drilling Completed at Camp Lode
🔹Additional Drill Rig Mobilised
🔹Site Inspection by DGSM & EU 🇺🇬🇪🇺
"We are particularly eager to test a completely new deposit in this region"
#Graphite