Member Info for Albatross747

Why are we talking last 10 days of January when shipped end of first week in feb. Prices had come off by then I doubt the 10 day was over 2000

If there’s some specific discount for the first payment in the OTA then running the numbers from how the first shipment went we should finish at around 32m for this shipment. (Feel free to check my maths I’m just trying to work it out while dealing with toddlers)

Just how we received 700 per ton for the first shipment right Bloggs?

Are we really going to play the “oh no that payments too low we must have been screwed” game again

Expect oil surge then probably hint at a deal so plummet then more bombs so surge then an actual deal so breaks lows. Probably all by the end of the week

Further supply pressure for lithium.

https://www.reuters.com/world/africa/zimbabwe-bans-exports-all-raw-minerals-lithium-concentrates-2026-02-25/

Nomaden, spod left weekend before last. We don’t know on what though.

Also MMs are just trying to generate volume that’s how they make money. We saw last week it traded a bit higher but volume very low so they walk it down and the buys flood in. They just want people to cross their prices that’s it. There’s no “mates” doing conspiracy trades.

Let’s not forget the wider market is getting whacked recently. A lot of big names down a lot. Gets people to sell stuff that isn’t moving to buy dips elsewhere.

Thanks for drawing attention to that though ivenoidea and Bloggs as I’ve just realised they’ve issued a price target of double where we’re trading and it’s based on producing less than half of nameplate this year. Pretty bullish

Bloggs take a look at the chart you mentioned (it’s actually page 9 assume your AI massed up) 2026 uses massively conservative production numbers and that’s what’s launching the AISC. The report says above that they’re saying the DFS is pretty accurate they’ve only adjusted for inflation.

Ivenoidea. You say you want to wait for the facts but seem to be using Bloggs’ AISC nonsense numbers as if that’s a fact when he’s been wrong about everything up to this point?

Howard I’ve been roughly monitoring it and honestly very hard to say this time. There was nothing in port at the time of the RNS that makes sense I think.

Pretty sure they said average. Assuming lowest point is pointlessly pessimistic. Spod price pushed Kodal to ath when they weren’t even producing so it’s pretty relevant all the time now.

Congrats on 10k posts bfd

Even if not attracting new buyers a price target of over 100% gain got to make sellers think twice

Hopefully peel and hunt aren’t far from publishing their analysis.

Their analysis is at the current spod price it will be funded internally.

They’re pricing in the fact that stage 2 is most likely to happen and that it can be funded internally. The pricing isn’t for after stage 2 is up and running.

About $1880 for 5.5%

1.52p at $2500 spod. If that UBS 3k comes into play could be pushing 2p