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So after less than 6 hours after the RNS about the new director its announced she isn't a director at all. What a joke.
I propose the mine starts extraction of lithium today! Bull run time!
The shareholder agreement does not allow “mates rates”
That's been my worry for a while.
Personally think CEZ will have the last day on who we sell the lithium to.
Who knows being the majority shareholder we might be supplying them or their close customers at a great price to them rather than us.
It's not all cut and dried.
I’m of the opinion that nothing will be concrete in the dfs of talk of 60k due to another study being probable. What may be included in the dfs however is an increase in the 30k figure due to contingency built into the facilitation of spec’d equipment and process optimisation 😄👍.
Greenmachine
Phase 2 is very exciting for me.
That would mean a 60kt per annum.
Tesla offtook 53kt from Piedmont & look how their went through the stratosphere
If DFS speaks in detail about that Ph2 I’d be inclined to never sell until that time & retire early on 7 figure profits
And we are looking for a partner ship not customers as such....
I wonder if we come under any of the points he’s talking of 😄😄
https://x.com/marossefcovic/status/1780687644663685580?s=46&t=t8DrDQ27zzb5My88ij72gQ
I reckon offtake/partnership deal will be low to high 20’s, 22-28k per tonne. Happy days. Phase 2 up to approx 60k per annum means even happier days…
Sid
I always took from that:
-price in mid-high 20’s per ton
He mentions benchmark saying 28k per ton
-5 year + 5 year extension offtakes (possible decade+ there of offtake)
Some very strong statements there.
Worth another listen
https://www.youtube.com/watch?v=3IiABAICtWo
Only 8 trading days to go to the end of April, before which we have been told to expect what sounds to me like a significant and positive update, but please do your own research before investing.
No seller's cashing out - constant misinformation the I will keep reporting
Some may slice now, I just topped up
Now less than the value of the Grant alone again and more the half the price the bank paid.
Nothing in a straight line but I'm not selling anything anytime soon - especially while approaching multi different green lights in the short term
Same here Bob.
Just filter it
I don't see its input as I have filtered it.
Stop encouraging it - filter it.
Hopefully she'll have a bit more impact than the American chap!
Leon is a "Bot" and it is pointless responding to it.
Just ignore the postings.
…so it seems to me…?
Some big sells. Sellers are returning.
Looks BLUE to me sir!
🦉
😄Leon66 - every day what's up with you haha
Looks like sellers are returning and why the new director? Implies the DFS is ages away? There’s no news to support this irrational exuberance imo - maybe if this new body replaced KC then that might be worth it but I can’t see her adding anything - another pay check taker?
Merrill currently works as a global critical minerals and renewable energy (including hydrogen derivatives) corporate advisor, having previously been MD and CEO of Syngas Ltd (Founder), Hexagon Energy Materials Limited (ASX: HXG) and Co-MD of lithium-ion battery recycling company, Primobius GmbH. She has significant international experience, including within the European Union and specifically with German automotive OEM's. Merrill brings experience and networks across the lithium-ion battery supply chain.
Not entirely sure you can read into the new director appointment with such a fine tooth comb.
It doesn't mean an off take isn’t close, similarly, it doesn’t mean it is…. Back to square one. Almost a pointless observation.
Fully appreciate that Skelly & your reasoning, especially as we’re LTI’s here.
I would hate to see you miss this uptrend for a strong top up.
It’ll at least double by end of Q2 now