Bahay is very active in linked in and definitely worth following.
- For one there is a lot of info on their current request for proposals for a farm in partner for the USA lithium project.
- The details outline closure 28th Feb for expressions of interest and planned drilling 3 months time (free carry to PWN ie at no cost)
- He also references can anyone get hold of Elon Musk which is interesting approach
- also there is a large number of detailed comments he makes on water useage in mining and companies exploring options behind the scenes / buying each other’s tailings water etc. you get the strong sense he is very passionate about this space
also a decent reminder that as a tiny market cap company they have a range of projects which could add material value in addition to the technology.
- The US lithium one will clearly get some airplay after 28th Feb depending on any farm in arrangements. You will note also his comment on a number of requests for technical details which indicates some players are at least assessing whether they have interest.
- DAV holding I think also has strong potential to rise rapidly in value as Europe’s largest potash project bang in centre of Germany. DAV’s qtrly confirms they are talking to major name German company’s so a left field deal here would be v interesting
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