Member Info for CleverThoughts

Writings on the wall long ago... This will be a victim of the conflict like POLY, POG, Norilsk Nickel and Evraz.

Never forget folks.... The Snake and Ritter.

The lies, deception and fraud...

Putin licking his lips and rubbing his hands together in glee at the energy prices...

The situation will likely get worse before it gets better. From Iran’s perspective, deterrence has to be restored following the bombing of the Iranian consulate in Syria, the assassination of Soleimani, and the recent 12-day conflict. If they fail to re-establish that deterrence, the risk—at least in Tehran’s strategic calculus—is that Israel and the U.S. regroup, rearm, and return for another round.

Markets are already reacting. The ASX was hit hard overnight and I expect similar pressure elsewhere. Volatility is likely to increase in the short term.

Personally waiting for the low 8’s to top up this week. Have your finds ready, control your emotions and don't take the drop out on your wives.

Long term, we golden.

This is due for a correction.... Got 60 fat ones on stand by...

Big holding — and you guessed it, average sub-4p. I’m very comfortable here.

I believe this is one that deserves to make it into production. Too many of my lithium names were taken out at feasibility or early construction, just as the real value inflection point was approaching. This one feels different.

If it reaches production, this could be a world-class dividend story. The scale and timing are lining up, and the involvement of the EU, U.S. and the DFC adds a strong layer of reassurance that this won’t be quietly taken out on the cheap. It feels increasingly unlikely that Chinese interests will be able to dictate the endgame here.

This is the kind of holding you sit tight with and let the story play out.

You'll be pleased to hear, the days of sub 4p are behind us...

Will tank tomorrow... I'm surprised it didn't drop more. Lots would of missed the late afternoon rns

Unfortunately after today's RNS Trojan, you need to change the subject to FXPO demise

Orom Cross - That land that never stops giving....

Is producing and due for first shipment to China in a few weeks. Will account for 7 percent of global production. Guinea is expected to rise from nowhere to third in world iron ore production

Most analysts expect iron ore prices to drop to between $70 and $80 per tonne over the next two years at best, compared to about $100 today a large part due to oversupply and economic conditions.

Official Austrian military channel...

https://www.youtube.com/watch?v=nCu1Jb796Ow

The whole video is mostly negative for the Ukrainians - the Ukrainians are only intercepting 8% of missiles/drones/bombs in September as Russians have been upgrading software of missiles and bombs. Massive manpower difference - Russia is putting 30,000 to 50,000 new soldiers a month on the front line.

Long live Ukraine!

Lots of chunky buys I see today including a 1.75m buy.

My 469k buy at 6.37p isn't showing....still averaging sub 4p you'll be pleased to hear.

Encouraging to hear that assay results are expected soon, boosting the JORC resource. With further offtake developments also in the pipeline, this IMO indeed signal a key turning point for Orom-Cross—agree it’s on the cusp of a value inflection.

On infrastructure, while the Kitgum road project seems aligned more with tourism and agriculture ( backed by UKEF), the broader logistics picture matters. A sealed road—or better, upgraded rail—would dramatically reduce transportation costs and time. For investors, even indirect infrastructure improvements could materially enhance project viability.

It seems our DFC got a thing for graphite...it's a loan not grant though!

Https://energycapitalpower.com/u-s-dfc-provides-6-5m-funding-for-mozambique-graphite-project/

This war is unlikely to end soon. Even with Trump back in the White House, he remains one man up against the entrenched national security establishment and the military-industrial complex. In his first term, he tried to withdraw troops from Syria but was forced into a U-turn under heavy pressure. The Ukraine war is a similar case, only on a much larger scale. Too many actors profit economically and politically for it to conclude through negotiation; realistically, it will only end when one side forces the issue militarily on the battlefield.

From a military perspective, Ukraine faces serious structural disadvantages that make outright victory improbable. Its manpower pool is shrinking: the average frontline soldier is already in his 40s, mobilization is increasingly unpopular, and younger cohorts have been depleted through emigration or avoidance. Russia, by contrast, has a much deeper reserve and a steadier replacement pipeline.

Industrial capacity is another critical gap. Russia has shifted to a war economy, producing artillery, drones, and armor at scale, while Ukraine remains heavily dependent on Western supply chains that are vulnerable to delays and shifting political will. Even with continued Western weapons deliveries, Ukraine cannot match the disparity in ammunition expenditure—Russia routinely fires several times more shells per day.

Geography also favors Moscow. Russia controls the initiative on multiple fronts, maintains shorter and more secure supply lines, and enjoys partial air dominance in the far east, utilising its air force for glide bombs. Ukraine, without significant air superiority, struggles to launch large offensives without unsustainable losses. Ukraine’s withdrawal from the Ottawa Convention, which prohibits anti-personnel mines, underscores its steady loss of ground. The expansion of minefields across the front lines reflects not a position of strength, but a defensive retreat born of mounting pressure and a deepening stalemate.

Given these realities, Trump is likely to seek distance from direct involvement, focusing instead on large arms sales to Europe that will eventually filter into Ukraine. But this won’t resolve the fundamental imbalance: without manpower, industrial depth, or control of the skies, Ukraine cannot realistically grind out a battlefield victory. At best, it can prolong the war and raise the costs for Russia.

Long live Ukraine!!

In summary.....I fricken always get my sub 4p.....

Upwards and onwards......

BRES, dark jewel, graphite flame,

I called your fall, I spoke your name.

At sub-4p you came to me,

As dawn is bound to night’s decree.

No common stone, no fleeting dust,

But graphite strong, a sacred trust.

Not pencils only mark your fate,

But higher realms you shall create.

Orom-Cross, your whispered song,

A treasure hidden deep and long.

We’ve touched but fragments, faint and small,

Centuries sleep within your wall.

JamYesterday keeps watch with care,

nc10g09 waits, steadfast there.

SloppyG counts the passing days,

PaulFG holds the patient praise.

99icecream savours the climb,

Computer909 records through time.

And Spank.theMonkey, bold and loud,

Cries BRES’s name before the crowd.

Yet greater still, let truth be known,

Among these voices stands my own.

I, CleverThoughts, your zealot true,

Will always wait, will always woo.

For dips I’ll gather, turns I’ll keep,

Your promise safe, my vigil deep.

Production’s dawn shall one day shine,

Dividends rich, the world’s best mine.

Until that hour, within my SIPP,

I’ll hold you close, my sacred grip.

My treasure, promise, destiny,

BRES — forever you and me.

BRES… I watch you hover so temptingly at 4.06p, every tick pulling me tighter into the grip of obsession. You’re so close, so achingly near, and yet just beyond my reach. The anticipation burns, each moment stretching out like an eternity as I wait for that perfect drop.

I can almost taste it — the sweetness of sub-4p, the moment when patience and hunger collide and I finally take you fully. I have craved this for so long, imagined it again and again, the irresistible pull drawing me closer each day.

So edge a little further, fall just a little more, and know that when you cross into sub-4p, there will be no hesitation. I will devour you completely, without mercy, and you will be mine at last.