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Hi couerdelion,

Yes it was a good presentation and very optimistic.

In terms of the numbers below, just to check is the 180p the DFS stage with the production stage as you noted on the previous messages?

Sorry to hear that lord. To be fare, a lot of my posts may have been utter trash however, I have said multiple times that I’m a novice and happy for someone to correct me. I feel your absence will be missed because as you say, people visit this board for guidance. whilst you may not get the guidance, you can provide that to others. Especially those looking to invest, which in tern will benefit you. Good luck with your investment.

I think it would also be interesting to see what lithium price forecasting is out there and add these to the figures. This may give a more bullish sp price. I will do some research.

Apologies, there was a 2025 addendum.

https://investorhub.lakeresources.com.au/announcements/7084566

Figures on page one which are more comparable.

Should also note, they have note yet secured environmental permits, secured a strategic partner and therefore reached FID. currently anticipated to start production 2028-2029. They are also listed on asx.

Lake resources DFS

https://lakeresources.com.au/wp-content/uploads/2023/12/lke_kachi-presentation_19-dec-23.pdf

Page 16 is very interesting to compare high level figures. Note the price of lithium they have used to generate financials.

For me the most interesting thing that they said was that whilst 15k/yr production was noted this could go back up to 20k/yr production due to the increase in area. The reason this couldn’t be used is because more drilling would be required to firm up the resource. Many people assumed the larger area would be included but makes sense that it’s not.

Question for the experience investors…..So when talking about the sp, Dan mentioned on the presentation that usually at the point at a mine becomes online, you are usually trading at a 20% discount to NVP.

On that basis then over, would it be a very high level assumption that over the next 5 years, we will go down from 98% to 20% at a rate of 15% per year. On that basis could we assume a sp price of 77p by year end?? Obviously I appreciate that this will go up and down but just some ball park numbers based upon the c.1B NVP that we now know. I suspect this will go up but just trying to work out based on what we know. It maybe that we see more movement this year as there are more miles stones and then the following year it’s more steady but for now I assume 15% each year.

right….. pfs done. lets get marketing this *****!!

also, happy if the figures are on the pessimistic side. i would rather that then overly optimistic and it come to bite us in the ass in the long term.

now just get the rubber stamp from the chillian fat controller and away we go!! on wards and upwards.

Lord, quick question as novice investor, if met1 decide to implement there warrants, would you expect them to have the same negative impact as them seeking off there shares as they have done recently. I assume it would because they could potentially sell them straight away.

Me to!!

it removed your name ****goestheeasel for some reason.

thanks ****. all looks promising.

i do believe when this sock goes back up to 40p ish, they will do a raise. louis said as much during an interview earlier this year. they will get an offer and it will be too tempting not to take. but you never know things change and they might wait until the sp is higher as they will know what news is coming. just my thoughts. obviously i would rather they didn’t, so i’m glad you emailed them.

It’s showing on yahoo finance.

And 1:30 uk time is correct due to winter time.

The presentation will be on the investor meet website / YouTube for anyone that can’t join at 11. It’s sully put on YouTube the day after.

Rach…. To be clear I’m not saying what he said was a waste of time. This bored is about discussing what people think of the stock and where it will go. I’m on the same wave length as tiger. It’s just funny because he said it was going to fly immediately and it went down a couple of percent.

This is a bb about 80m which is clearly not flying!! It was a very sarcastic response to someone preparing us for this stock to fly immediately.

I’m only talking about 80 and peli. I’m not sure if Greenland actually went live. Who knows???

You aren’t missing anything. Nothing is flying. If anything both went down.

You are right tiger…..it is flying.

Another RNS about visible gold and those resistance points won’t provide much resistance!