Exore Resources WKN: A2N640 ISIN: AU0000025975 Forum: Aktien Thema: Hauptdiskussion

Also sowohl hier, als auch dort, sorry, wir trinken Bier

Laut Polli haben EAM ca 320 Millionen. Bin hier auch investiert und glaube, da geht noch was

Geht mir ähnlich. Dein letzter Satz wird wohl nicht in Erfüllung gehen :)

Danke Maxi. Ja Novo, das 1. mal wo ich dachte 50:50, entweder Totalverlust oder es knallt richtig. Die Gerichtsentscheidung (vorerst) hat mir jetzt ca. 60% Verlust beschert, aber solange man nicht verkauft ist es ja keiner ;) Ich hoffe auf das Beste ab 2018. Würde mich freuen wenn der Chat nicht so vermüllt wird, vlt. ist Sylt ja bald weg ;)

Wenn sie eine Projektline erstellen, dann geht's wieder bergauf. Welcher Explorer hat 20 Mio. Die benötigen jetzt dringend einen Plan und dieser muss Publik gemacht werden. Schöner Bericht bei Seek

Vielen Dank Maxi, der ist ja sehr zuversichtlich - denke das sollten wir auch sein. 3 Chancen: Prozess gewinnen o. Andere Stelle Portugal entdecken o. Gute Ergebnisse in Schweden. Alles auf einmal würde ich auch nehmen ;-)

Danke maxi! Interessanter bericht...

Gerne! ;)

find ich auch, danke für s einstellen maxi!

Coole Sache, dass bei Seeking Alpha über NLI berichtet wird! ;)

Es wäre wirklich schön, wenn hier über Novo Litio diskutiert wird und nicht über das Ego bestimmter Personen... ;)

Aber jetzt zurück zu NLI... Habe einen Bericht bei Seeking Alpha entdeckt! ;) https://seekingalpha.com/article/4132062-get-ground-floor-promising-lithium-stocks Seeking Alpha  (17,408) Analysis   Dan Grant Get In On The Ground Floor Of These Promising Lithium Stocks Dec. 15, 2017 8:43 AM 2 lithium stocks on the ground floor The companies I am recommending are nano-cap stocks. Nano-cap stocks have market capitalizations between 5 and 50 million. The big risks with nano-cap stocks is the lack of information available, possible bankruptcy, and low liquidity. The demand for new lithium suppliers is high, but it is possible that these companies will not succeed. They may go bankrupt, not be able to raise funds for drilling or production, or not be able to identify a good lithium resource. However, after thorough research I believe these companies are on the verge of big gains in the near term. Novo Litio (ASX:NLI), Market cap 20m Novo Litio (New Lithium in Portuguese) is an Australian mining company with property in Portugal and Sweden. I recommended NLI as a high risk/high reward stock in one of my previous articles, and NLI is also recommended as a buy with VSA Capital. NLI's management team has defined resources on two continents in the last 14 months. They first defined the 7.3 MT resource at Lynas Find in Pilgangora, Australia. They sold this resource to Pilbara Minerals for 8m to fund Portugal lithium exploration. Then, they defined the Sepeda maiden resource of 10.3MT at 1.0% L20. The Sepeda property is in dispute, so they are pursuing their other assets at this time. NLI has an advantage in that their properties are located in Europe, in proximity to the largest auto manufactures in the world. All of these auto manufactures have committed to producing EVs in the near future. Source: NLI corporate presentation Portuguese Properties NLI defined a great resource at Sepeda, but that is only the beginning of what they will likely find on their Portuguese property. NLI recently acquired 354 sq km of property adjoining the Sepeda property. The exploration license is already granted for this property, which allows NLI to immediately identify promising drill targets. What is exciting about this property is the number of documented pegmatite outcrops that are similar to those at Sepeda. They are shown as the triangles in the map below: Swedish Properties Leading Edge Materials is getting good drill results from their Bergby property in Sweden. They have been reporting drill results as they come available with up to 19.5m at 1.12% L20 so far. Leading Edge describes their property as located "25km north of the town of Gävle", so the Bergby project appears to be very close to NLI's Hamrange property. Though both NLI and Leading Edge do not detail an exact locations of their property, I decided to look up Hamrange and Bergby on Google maps: This is a map from an NLI announcement showing the locations of their 126 sq km of Swedish properties: NLI is focusing their efforts at Spodumenberget right now. Rock ship samples revealed up to 2.77% L20, and the target pagmetite area has been identified to span 340m in length, by up to 100m in width. With drill permits recently granted, they expect to begin their initial 4 hole drill program Q1 2018. With nearby promising results, and the management's track record in lithium discovery, I am very optimistic about what NLI will discover on their Portugese and Swedish properties. NLI is very well funded In a recent company announcement, NLI reported that they have 16.8m in cash. For a lithium miner at NLI's stage, this amount of funding is unheard of. Per the Annual Financial Report for year ending June 30 2017, NLI spent approximately 4.4 million dollars. Most of this cost was exploration and evaluation, with the remaining costs attributed to employees and suppliers. The period from July 2016 to June 30 2017 was a very busy time for NLI. The second half of 2016 was used to finalize the Lynas Find drilling, resource definition, studies, and sale to Pilbara. In late 2016, NLI also completed Phase 1 drilling at Sepeda. In early 2017, NLI finished phase 2 drilling, announced the maiden resource, and by June 30 Phase 3 and 4 drilling was underway. If we use 4.4 million as the worst case burn rate, NLI is well funded to progress their projects for years. They have all the funding necessary to simultaneously drill and define their Swedish and Portuguese assets. The Court Case NLI has had some bad luck over the last 6 months. They are in the middle of a court casewith Lusorecursos, the venders of the Sepeda project in Portugal. Luso is not honoring the contract, and because of this, NLI cannot continue their work at Sepeda at this time. Lusorecursos is also being sued by Sinergeo, who actually founded Luso and was one of the 3 partners in the company. Sinergeo is suing the remaining 2 partners because they chose "not to recognize the existence and validity of the contract entered into with New Lithium.", despite Sinergeo's opposition. The situation is a bad case of "seller's remorse". After NLI performed the work and proved there was a great resource, Luso doesn't want to sell it for the amount agreed. I think Lusorecursos will lose, and sanity will prevail. Other Risks The management's experience in exploration, studies, and permitting seem to be good, as they have been able to progress their exploration plans in 3 different countries. However, it is hard to know if NLI has the experience necessary to construct and operate a hard rock lithium mine. This risk can be mitigated by bringing in talent as needed, which NLI has the cash to do. The current demand for lithium, and especially lithium being produced in Europe, helps lower NLI's risk. The future lithium demand has been guaranteed by European and Asian government announcements to end fossil fuels in vehicles. If NLI wins the Sepeda case, or defines another good size resource via drilling, an offtake agreement or similar is expected. I do see some country risk in Portugal. There may be growing pains while NLI and the Portuguese government work together to move projects forward. And it was probably an isolated indecent, but Lusorecursos blatantly breached NLI's contract, which makes me wonder if the other tenements NLI has in Portugal are as safe as they seem. It is possible that NLI will not be able to define another good resource on any of their properties. Despite good rock chip sampling and good locations, NLI could drill and find inadequate lithium. This situation is a risk that all junior lithium miners face, and NLI is no different. Conclusion If NLI loses the court case, they are still a great buy. The stock price should not dip below their cash backing, and their properties, cash, and track record for lithium discovery still make them a great investment. If they win the court case, the returns could be spectacular. As I see it there isn't much risk getting in on the ground floor of NLI.

Wow... Alles dreht sich noch immer um eine Person, der sich scheinbar extrem wichtig nimmt... ;)))

Ganz offensichtlich spielt das Ausmaß der eigenen Intelligenz keine Rolle, wenn es darum geht die Dummheit der Anderen zu erkennen. Das ist ja auch ganz logisch, denn die Abwertung Anderer führt immer zur Aufwertung der eigenen Person und hebt den Status. "@Mercurial" du sylt zeigts mir nur eines... dass du dir in die Hosen machst den falschen Weg gegangen zu sein... im Endeffekt zeigt es nur wie Unsicher du in deinem Handeln bist... die cleveren Leute ignorieren dich mittlerweile

Vor 14 Stunden von Mercurial1 und ganz ehrlich...Das ganze wirkt auf mich geplant.. .. Ich Lach mich kaputt, was für ein Unsinn von dir,

Mich nervt er auch. Aber so ist das in einer Demokratie :)