Member Info for Goolang

March 23

It was Raj Chawla in the main. People also wanted to trade this for a quick buck and have not yet achieved it.

Yup. The longer this goes on the less good it looks, unless there is something big rumbling in the background that is distracting management.

umm, nope!

Nothing in 8 weeks. Not even Happy New Year. Something brewing clearly and doubt it is about mode. Maybe about something else?

I want to see more corporate aggressiveness from BHL. The OZ miners with very similar projects to us have 5x to 7x our MC and already MoU's on funding if not offtakes. They also have inferred JORC, produced on less drilling than we are doing and yet we can't get a JORC. I am not a fan of the qualified person they have employed. Qualified Persons for other miners seem to produce MRE's after the first drill program so the PFS can begin.

Delayed. Assays are late, and the drilling started later than planned because of the rains (maybe even permits?). Soil sampling and information on the first core is what we got, so we need to suck it up. I am surprised we did not get the Basin East JORC update. Thought at a minimum we would have gotten that. Just need to wait. My understanding is that they have submitted plans for the second round of drilling to approved. Once approved then they start a second round of drilling even if they are still waiting for the first round of assays for the first drill exploration program. Best we can hope for for now.

Perfectly normal for such a big shareholder to want a seat on the board. Doesn't mean anything. When you change advisors, that can mean something.

DFS is clear on pricing.

To Ghana only the minimum will be paid in tax. Which is basically only paying enough to keep the mine going.

Limited cores you are referring to here. A bit selective my friend.

What revenue? The actual money may not hit ALL's bank account in Africa. Even if it does, no guarantee much of it will be converted into local currency other than what is need to support OPEX costs.

Nope! The board has said the LOM revenues are just north of $4 billion. High OPEX because of the petalite issue. No licence for the mine even.

....of just over $4 billion. Explains why the SP is stuck. Fair value.

CEO has said they will issue a target when the full assays are obtained for the first drill campaign..

Focus on the supply deficits..... :-)

Don't agree. The mining licence is not a dead cert. If you want cash protected from inflation, plenty of places to go rather than LTH mining stocks with offtake defaults.

Mining licence which is a real issue and also interest rate rises. People want cash.

NDA with Rio and there was a nervous/ cheeky laugh when Rio was discussed in there August Webinar. Exciting times next year.

Possible that we will get an exploration target for San Dom after the first drill results. This has been hinted at by the CEO. A potential spodumene based MRE target really could add fuel to this small fire.