Marechale Capital Share Discussion Threads

[still waiting] 16/5/2023 20:35

I don’t think we focussed on the oct 22 addition to Weardale team, just maybe the lithium will now unlock Jullian Hammond’s skill set ?


Julian Hammond,

Over 20 years experience in resources industry. Formerly CEO of a public oil and gas company listed on the LSE & TSX where he helped raise over US$250 million and built a company from early stage exploration to full cycle production and monetisation. Advised various private and listed mineral exploration companies with early stage potential copper and gold assets, including Kestrel Gold (TSXV) and Sarnia Minerals (private). BA Economics and Masters Renewable Energy.

[still waiting] 15/5/2023 15:26

2 hours ago



The DLEC™ process selectively removes lithium ions from complex brines using mixed matrix hollow fibre adsorption membranes followed by concentration, polishing and crystallisation stages. It is a low-impact, low-carbon and low-water usage method of extracting lithium from brines which Weardale intend to augment using power from renewable energy sources. Being an end-to-end solution enables resource owners to extract the highest possible value from a resource. By working with an end-to-end technology provider, it is not necessary to negotiate multiple contracts with several companies that only offer one part of the process. In addition, it negates the need to ship lithium concentrates for refinement elsewhere. Shipping concentrates (comprised largely of water) is expensive and increases the travel miles of the product.

…..,,,

The modular pilot-demonstration facility will be located on the brownfield, former cement works at Eastgate. Commercial production of approximately 10 000 t of lithium carbonate per year is being targeted which has the potential to directly generate around 125 new full-time, highly skilled jobs. At commercial scale, Weardale estimates that £1 billion of gross economic value could be generated for the North East region.

[still waiting] 15/5/2023 15:23

I’m hoping for x6,x7 if Weardale is as good as expected.

[123trev] 15/5/2023 12:28

Well I took a 25% profit the other day on this and I’m hoping it gets back to my original buy in price rinse and repeat and all that.

[still waiting] 15/5/2023 12:22

What price on next Weardale update ?

As national strategic importance I can see LJ bringing in a lot of HNW’s ahead of an ipo.

Plenty upside to get to a value circa Cornish lithium , brownfield site ready to start pumping and getting lithium into EV supply chain!!

Dyor

[gepetto100] 12/5/2023 16:25

The big unknown now is how Weardale find the processing plant - that could realise a further stake in the company for MACAlso I don't think, having experienced other companies constructing plants that this one is too arduous If you look at the ground works where the boreholes exist, with a good design engineer it would be easy to not impose on the landscape or environmentAnd I like the sound of what Watercycle Technological say about commercial scale production and the ease of the process to produce from the brineI think this has a long way to go they're very clever

[still waiting] 12/5/2023 13:55

£6m t/o before room for expansion..

Should demand a decent amount without the unique offering

[waterloo01] 12/5/2023 13:51

Agree It should get closer to £20m, which would be just under £1m to MAC. Very handy depending on how they put it work.

[celeritas] 12/5/2023 13:09

An offer or more than one offer could come in for Burgh Island. A bun fight would be good. I think it's pretty cheap given what you get.

[waterloo01] 12/5/2023 12:44

There's a long way from a brownfield site to becoming a producer. Not saying it's not a solid buy here, just the upside, for now, will be limited as per my above post IMO

[still waiting] 12/5/2023 12:42

I’d still like to see Weardale reversed into Mac .

[still waiting] 12/5/2023 12:41

I’d hope into Weardale in a pre ipo round.

LJ bought in at 3p before Weardale and that’s now derisked as lithium produced.

[waterloo01] 12/5/2023 11:16

I guess much of the news is now out until we hear more re Weardale and Burgh. Not sure what else is of 'value' in the PF, pubs/hotels aside, nor the stake size.

The market cap should pretty much be underwritten in the £2m range. Question is what will they do with the Burgh cash and assume weardale will need more finding, if it doesn't list, so the cash could either go there or ANO investment. Can't see a cash return to holders?

[still waiting] 12/5/2023 10:57

Little selling, mm’s are going to have to shake this hard or spike again as they won’t want many loading up down here.

[celeritas] 12/5/2023 09:53

Bought some for the first time in ages. Traders are causing this to jump about but also give you the chance to take advantage.

[gepetto100] 12/5/2023 09:07

would be interesting to see MACs involvement in that

[still waiting] 12/5/2023 08:47

Cornish Lithium was valued at £70-£80m a year or so ago.

We are nearer the supply chain !!

Dyor

[still waiting] 12/5/2023 08:46

Will Weardale float ? A lithium supply of national strategic importance!!

£££££

[1savvyinvestor] 12/5/2023 08:28

Day traders had their fun?! Now it's time for a sustainable rise

[gepetto100] 12/5/2023 07:34

Just posting this again as it ties in to the news on WeardaleAlkemy Capital Investments PlcMOU with Altilium Metals for lithium sulphate feedstock and lithium hydroxide offtakeAlkemy Capital Investments plc ("Alkemy") (ALK:LSE) (JV2:FRA) and its wholly-owned subsidiary Tees Valley Lithium Limited (" TVL ") are pleased to report that TVL has entered into an MOU with Altilium Metals Limited.Altilium Metals, a clean energy group focused on supporting the transition to net zero, and TVL, developers of the UK's first and Europe's largest lithium hydroxide processing facility, have entered into a MOU which will see the two companies collaborate to establish a sustainable and robust supply chain of critical battery minerals in the North East of England.

[coley15] 11/5/2023 21:55

Weardale post on twitter

[still waiting] 11/5/2023 15:03

Bid starting to creep up as mm’s try to balance the books..

[g2theary] 11/5/2023 14:11

IBPO for a repeat of MAC this morning if anyone's interested ;)