Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
skelly, while kc is full of ****, note that geomet has held the necessary permits to develop the project. nobody has the permit at jadar to even start catching up with us, so it doesn't exist as even a potential location for lithium mining. it's not even an idea. it's a memory. for now.
In order for something to count as competition, they need to co-exist. Jadar will not be a thing for 2 decades. 1, if they immediately move on it despite the Serbian state recently deciding to pull the plug in the project.
Howard Clown is bullish on whatever he's paid to be. Not saying EMH fundamentals aren't great, there's a lot of reason for this to come good, but KC is a criminally sh*t CEO from an investor point of view and one must enter l wonder if he can be honestly this bad or he just plays a different game.
It's cute how the problems that didn't exist before are not about Brexit, but the politicians, yet the EU is the cause of all problems on the merrier side of the channel. Lol.
Anyhow... Back to the problem at hand: quite a drop for no news beyond the usual minor incremental delay. Zinnwald went up to make it stranger (i.e. it wasn't the German push for tax break for synthetic fuels).
Unless there's a prepaid offtake, I doubt $17k will actually be a contract price.
Anyhow, I generally concur with the value of the parts assessment below. My prediction is 30-35p in 12-18 months, if the management doesn't do anything outrageous. They're not exactly the sharpest tool in any shed. Even so, at this price it seems like very low risk and I have slowly built up a position. Not advice, dyor.
KC has zero credibility left. In fact, when he speaks, we can safely assume the opposite will happen. That makes the market concerned about missing the DFS timeline as well. That would probably trigger a further pullback and why would we believe that we're really protected to only be taken out for a fair price (after all, we only have KC's word for it and a vague clause in the shareholder agreement).
AGM is coming up in case you feel like expressing what think of KC and his board.