Sometimes It is a "slow churn" being a long term investor ! You...

Sometimes It is a "slow churn" being a long term investor ! You do have to also surmise that these key investors have a longer term plan for possibly seeking a potential multiplied return. They also now have some influence on placing pressure on management. I am still confident that we will eventually have our day in the sun (but when??? is the question).

A couple of my opinions ATM:

# Yesterday the Advocate reportedly stated that the FIRB had approved the deal for the sale of Avebury by Hartree (major creditor). There is a possibility that they could be seeking to on sell this plant or even initiate a toll processing arrangement ??? Interesting which way this evolves & whether it implicates SRZ.

# Been researching a bit about the sodium-ion battery possibility & feel fairly confident that the tin anode is a good possibility (including in the construction of a lithium battery).
- The sodium -ion battery has a lower energy density which is suffice for low cost small cars (it is currently being used in some models).
- BYD is current building a sodium-ion battery plant in Xuzhou for $1.4B.
- In July this year, the world’s biggest sodium-ion battery facility switched on in the Hubei province. It is reportedly able to power 12,000 homes.


- Sodium-Ion batteries are definitely moving forward quickly but there is still a few challenges.




- Nanode who have designed this patented process seem to be making inroads.

- Journal of power services (technical paper also state that tin is a good possibility for lithium batteries but does have some challenges before it exceeds the other processes - if it can???).
"3.5. Tin-tin oxideLithium-alloy-based materials are the most promising materials for replacing common carbonaceous materials because they can store large amounts of Li. For comparison, Li₄.₄Sn can store 993 mAhg−1, Li₃.₇₅Si can store 3590 mAhg−1, and LiC₆ can store 372 mAhg−1 of Li [143]. Tin oxide (SnO₂) is an attractive candidate for replacing graphite anodes in LIBs due to its high theoretical capacity. The electrochemical reactions involving SnO₂ provide a promising pathway to enhance the energy density of LIBs. In the first cycle, SnO₂ undergoes an irreversible reduction reaction with Li ions: SnO₂ + 4Li⁺ + 4e⁻ → Sn + 2Li₂O. Subsequent cycles involve the reversible alloying and dealloying of tin (Sn) with lithium, forming various lithium-tin alloys."
- Still very confident about Scamander & the surrounding area even though it's back seat to our tin project ATM.

The bottom line for me is that I am still confident that tin demand will only increase & the update in tech will eventually emerge especially in batteries. We have these larger investors who have made a decision based on their research & their level of expectation's. I also believe the project stacks up especially if the tin price remains in this area & the current supply is still restricted with no new discoveries / production of substance being evident at this point in time. Not sure on the current state of the drill program but do know that if it there is an additional resource within 100m of a drill hole, the various forms of EM are likely to locate these hopefully economic conductors. I am also confident that there a still a lot of exploration possibilities available as the whole corridor is mineralised (SRZ/Metals X/Critica tenements) & the probability of finding multiple "pods" / deep source is still likely. All in my opinion but hoping that all SRZ investors can have some greater confidence moving into the future with some near term positive communication !!!