focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Just received a your vote counts email anyone else receive that looks promising!
GLA
There are two that I am in which are on the cusp prem and kodal would I sell here and put more into them no I’m keeping fingers in these three pies lol
Boil is another but let’s not go there that’s disappointing atm
Any way let’s see which one pops first imo prem matad kodal
GLA
Agree he is being a bit coy, maybe doesn’t want to give anything away and put his foot in it.
I think he will just wait to send out a monumental RNS catch everyone out to say boom I done it mic drop …
Hope so as the SP will go crazy
Thank you J2 really good of you!
I hope you have multiple returns from others to recoup quickly mate
And if I may say still has some legs to multibag from here if your in a position to take a small or large position here
Goodluck mate
@steward
Agree but I believe uptake has slowed dramatically to make Tesla and a number of others to drop prices second hand market is thriving no one wants to let go of their ice especially the no disrespect intended regular folk who are on your average salary like me I own a diesel and we regularly work out our fuel costs over journeys in our family and cost per mile is not so different normal daily users don’t have the time or patience I believe I’m their busy lifestyles to wait around charging or have space infront of their terraced house always or and area around their flat or shared accommodation for charging.
Then you have the infrastructure so many times we pull up to a charge point either occupied or not working or an idiot has parked his ice car there lol you would be surprised
We need massive restructuring of charging points some how to accommodate
Then we have the fear of the government they are already thinking how much they will loose to Tax revenue and how to recoup this on EV vehicles maybe a per mile charge or electronic tolls who knows
EV vehicles for me atm are just for the smaller percentage atm like I said imo can change and probably will but will take some time yet to convince and change regular folk imo
GLA let’s crack the 1p and onto 2p light speed mr Zulu :)
Only worry I have is and it’s not to put a dampener on anything just playing devils advocate
We still have had no real confirmation of green light up and running and producing and will be able to ship the 4K this could stall or drop sp potentially
The other worry I have is some major car manufacturers realising batteries maybe unsustainable honda hyundai bmw are pushing on hydrogen power unit so this may tip the EV sector a little I don’t believe will completely kill it off but we have 3 in our family and they are becoming a little bit of nuisance with charging and daily commute can be a little stressful as if it a really cold day you could loose roughly 30 miles of charge to heating the battery pack and heating the cabin we have had one or two close calls with charging on the way back with single unit range remaining
So just worry the mood could turn slightly price of lithium could drop more lithium mines coming online
Just me thinking out aloud and thoughts would be appreciated I hold a modest amount and want to hold for the divis
GLA
Brought myn up a fair bit to .5 holding 10m now so swings n roundabouts if I had decided to keep ma avg down would have held a smaller amount so I think I made right decision to avg up on this one so far
Wish I used more sense with POG was 150% up and dilly dallying cost me £21k :( had come to the decision to sell aswell
GLA hope everyone gets to their target
To be honest I think many are as we are now at the position of becoming a producer that’s a whole new world so where I used to think I’m going to top slice at 2p now I’m like iky we start production profits start rolling skys the limit imo
GLA
Hope so but I’m thinking they way GR pushing so hard I think he’s tasked with get it up and running show it’s working and producing and then Suzhou will simply buy it which I think is probably what will happen
Either way we should be well north of here
GLA
In boil has gone off the boil seems to have bottomed atm awaiting either JV/sale news
Initially was large hype as bod were sale if price is right but now RNS suggests maybe drilling etc which I think anyone would do to increase value and carry the project on while potential buyers discus pricing etc but it dented the momentum still big rise on cards but maybe 6 months unles big shark does snap us up sooner.
I topped in boil when maybe should have in prem at the time but hindsight…
GLA
I hear you personally I don’t think production priced in that will be the biggest mover in imo and we are at the doorstep of that so you may need to wait a month or so for a RNS stating x amount produced and then x amount shipped otherwise it’s a RNS stating delayed due to an issue or missed 4K target. It could swing either way
I am very confident tho as the stark fellas have been onsite through the installation and the Chinese will have been on board from day one to make sure it’s done smoothly and correctly personally I am holding for production confirmation and shipped confirmation at the least and believe we should be 1-1.5p at that point imo
Market just wants to see it until profit and production are not there it will just move on sentiment
GLA
Smiler
Ye I hate to crystallise the loss on boil I’m 25% down I’m sure it will come good just taking longer then anticipated I contemplated to pulling out at .27 but thought my luck I will get caught out lol
Anyway let’s enjoy the prem ride for now looking good
GLA
I was at a fork in the road in jan so I put more in prem had 40k in or top up boil with all the talk of sell and massive gas reserve topped up boil with 10k bot do I wish I put that 10k here ah we’ll just glad to be in
GLA
Craig
I am not sure how from that image you come to the conclusion it’s powered on etc all I see is a guy who has watched Armageddon and is just riding what looks like a heavy duty motor.
Please enlighten us or me as that’s all I see image to me just shows a couple of guys who have installed or are installing a motor.
GLA popcorn ready and some alcohol if bad news