Member Info for JackB14

A11 battling it out with ALLGH for lowest volume sessions. No leak so far 😜

Tbh the finish line seems months away, at most. As THE finish line.

4634 eaten away from the 30c Richie 😉

It was 23c at the start of February and talks had been going on for 2 weeks. Then with the anticipation of parliament reconvening it rose. Not until the 18th of Feb it spike from 30c to 41c so no there was no leak until a month into talks.

A11 rocketed to 40c before the halt. But the talks had been going on for a month before hand.

Who knew about the month long talks in jan/feb?

It is the frustrating period, 2x390k sold on open market, LS, who knows, maybe?

I just can't see how Atlantic lithium arent going to get favourable terms in the current market demand/forecast. No stopping it after that.

Radio silence due to finance talk. The big de-risking event is done, so the team is now heads-down on execution: negotiating full project finance, offtake agreements, EPC contracts, optimisation work.

When the news train leaves the station, you might not be able to get onboard quickly

Richie i think its more to do with the complete lack of volume there. More volume done here in 20 mins than all day on ASX

Don't despair. If it's a critical destruction of Iran, oil will sky rocket depending on oil infra damage. Lithium will be putting in the after-rockets for demand. Hold tight and enjoy the ride.

If optimization report reads well. No huge delays, AISC same or reduced and share price the same. Time to go all in.

Finance waiting for optimization report. FID waiting for finance. Bid waiting for no man.

Or ever has.

Lets see where A11 goes. I've put my Bed&ISA order in so not too fussed if the price remains the same or drops a tad to get some more CGA. Avergage of 14.85p outside ISA/SIPP

No separate “spodumene attribution” reduction is applied at Ewoyaa (the deposit is >95% spodumene-hosted, so they report full Li₂O).

ALL have done a DFS and MRE, prem have not. The quality of the assets is much highier quality and has been thoroughly tested in comparison.

Onwership values differ but the future revenues are astronomically different.

Don't forget*

Reported resource = 34.369 Mt at 0.54% Li₂O

Gross contained Li₂O (before any adjustments) = 34.369 x 0.0054 = 185,593 tonnes

Apply 80% spodumene attribution factor (20% tonnage reduction for mineral assemblage) = \( 185,593 x 0.8 = 148,474 tonnes

Then apply category-specific geological losses (3% Measured, 5% Indicated, 10% Inferred) → final spodumene-attributable Li₂O = 131,627 tonnes.

It's from PREMs MRE. Also don't the Ewoya asset is highly likely to be much bigger too. Drilling has been put on pause to conserve cash.

ALL's Ewoyaa (Ghana) is the superior lithium asset vs PREM's Zulu (Zimbabwe): 36.8 Mt @ 1.24% Li₂O (~456k t contained, Probable Reserves 25.6 Mt @ 1.22%) vs Zulu's 34.4 Mt @ 0.54% Li₂O (~132k t contained).

ALL has full DFS, pre-FID with March 2026 lease ratification, stable jurisdiction, and potential modular DMS restart for early cash flow.

PREM is far closer to output (Xinhai plant commissioning Q2 2026) but its prior modular-style processing struggled with recoveries and on-spec grades, requiring repeated upgrades and fundraises.

Overall, ALL leads on grade, scale, and long-term economics; PREM carries higher execution and jurisdictional risks despite nearer-term potential.

Get those modular DMS units singing. 9 months to production from first shovel hitting the ground. Take advantage of current Spodumene price.

The fortunate new investors of this year have missed the roller coaster of years gone by, production was predicted for 2025 with no funding required on Atlantic's side. As you have side Tom, the upside from here is quite remarkable, and that upside can be reached in a matter of months. Great time to be involved. Let's see what this this week brings. Will be topping the ISA up here.

I can't see the goverment putting up roadblocks now. They know the economics of the mine. They are getting one of the best deals out there already its now a win win to get to production asap imo.

"No, the Ghanaian government cannot unilaterally demand a larger share than what was agreed in the ratified Ewoyaa mining lease."

They(the government ) already have agreed a very generous 13% free carry! They can't change that after its been signed. It's time to promote imv