The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Agreed, definitely impressed with communication and ir of the management team. Like the in depth approach too to some of the interviews too.
Still think there is great potential for further resource growth and exploration, even though LK is leaving. Possibly $100m to draw on and large areas unexplored?
20C+ weather and ALL on the up? GLA
Those 5 or 6 names looking at the offtake, nightmare scenario for ALL. They might even get $100m, what are we going to do then ;)
And the date for LSE listing, 4-6 weeks as AH mentioned on vox interview recently
Gaias, Jlite are you shorting this stock?
May June set to be an overload of news almost) Encouraging about resource update this Q. Increase in mine life from 12 years to...? Len mentioned Goulamina and theirs is 20 I believe.
Plus $1500/t spod on conservative side once in production according to KM
I think offtaker interest is in securing supply for 2026, when according to forecasts spod to be in higher demand. ALL were also clear with their terms from the outset. They're looking for a strategic partner, not going to the market cap in hand so to speak. They could walk away in fact, knowing that sales will start from DMS Q1 2025 plus the further investment from MIIF due
I think they're pretty confident of spod reaching 2000/t by end of year, which would make huge difference to sp.
Disappointing on gold emphasis nonetheless. Sounds like news on Fatou and Nielle coming this year, but wasn't the extra cash for development of these projects
Agree each to their own. A 100% return at these levels in the space of a few months, very nice thankyou why not cash in.
Ratification imo is acting like a handbrake on the sp. That needs to be cleared up so that the other catalysts can have full effect, if and when they all happen.
Plus a keen eye on the daily spodumene price. Got the jitters yesterday when it fell slightly but glad to see it rose again overnight and is just short of $1100/t now.
Thanks for posting. Enjoyed watching, got to the nitty gritty so to speak and its good to know that work is going on behind the scenes re ratification process, committee etc even though parliament not in session I believe.
40p just sounds a bit naff to me the more I think about it. If it were forthcoming.
Feldspar by the sounds of it from Neil's voxmarkets interview could be a bit less than hoped for, but reduction in costs nonetheless. Will see in the study.
Looking forward to the updates
Thanks Teddy. Expectation is parliamentary ratification in the next couple of months according to Neil which was the only part new to me. Maybe in March.
Very undervalued at 21p and spod price increase not being reflected.
Imo the Feldspar study has the potential to bring costs down even further from $675. Expected this quarter.
Alot of news flow to come.