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I will be surprised if ratification would be on the agenda. As this looks like a one day recall. Targeting October as if I heard correct the speaker said they had till No ember to ratify.

Not looking so good for Brine and the atacama. Seems the water table level is being impacted.

Well it is a little head scratcher what PLL are doing. As the detail was they started off the process for selling the off take in July.

Personally think they are trying to calm any nervousness from their own shareholders, while awaiting the spud price to rise, while they cover the outlay.

Fairly good picture below, energy storage on the increase.

https://x.com/colinmckerrache/status/1823677937591451673?s=46&t=gJ40HEpUT4gYZeQiLJHwfw

Well listening to the call, and reading in black & white that PLL have a partner, looking at off take for Ewoyaa. it seems to me to be all a bit contradictory from PLL on timings. The positive being that they are progressing, and on that basis they see the project is going to happen.

I actually took the management statement “all eventuality” comments, weren’t about RAT! It was about the partners. PLL referenced ALLs deal as an example, and that just told me that ALLs management are on point. PLL however, could forfeit and ASSORe or another will step up. Plenty of options after RAT!

Everyday is summer!!

That should have been “ company saying hoping next two weeks”

It’s the same old aim chat as per below. Reality is, we don’t know what expectations were set to the board, what expectations the opposition set with the majority. Other than this it seems to be a standard parliamentary process. Table, discuss, committee referral, back to parliament, with feedback. Ratification has started! Hoping next two weeks, keyword hope! In between any responsible ceo is t going to annoy any political party.

Aim chat goes (not happy)!

what are the salaries

the ceo should go

expect a share raise

The goes more extreme.

Lied to etc. etc.

While board should go…

Well the pressure is on, rest of Africais grabbing mining headlines, for lithium.

Most of that is about African supply, funny how the pressure is on for them.

Well the NPP are posting there manifesto in the 18th. I will be curious to see if, and what they say about Lithium and mining.

Thank you for sharing, it’s always the same their is the company and there is the market games.

Well I got ejected for stating ratification was not a clear cut exercise, as it will have to jump through hoops. A posters response on the chat. I have a friend in Ghana, who says otherwise :-) and I hold here.

It’s kinda of playing out as expected really. The process has started

The parliament did its thing

The process is ongoing

Ball in Ghana court.

Spud market etc.

Also playing out as many have stated, dropped so producers mothballing, expensive projects being stopped etc. Stocks still being worked through, analysts will need to re-work models and then the usual happens, panic as supply can’t meet demand until 2040. Rinse and repeat.

It’s kinda of playing out as expected really. The process has started

The parliament did its thing

The process is ongoing

Ball in Ghana court.

Spud market etc.

Also playing out as many have stated, dropped so producers mothballing, expensive projects being stopped etc. Stocks still being worked through, analysts will need to re-work models and then the usual happens, panic as supply can’t meet demand until 2040. Rinse and repeat.

Well the pressure is on Ghana now, if they want the mine without any further risk exposure they need to get a move on.

To me the whole EV question in the U.K.is getting closer to when will it be forced via tax on everyone and tough luck to any that can’t afford to drive them.

Citi believes new battery technologies like the Shenxing PLUS lithium iron phosphate (LFP) battery (that claims a 1,000 km range), and range-extended electric vehicle (EREV) platforms (that use generators to recharge the battery) will help reduce range anxiety and promote greater EV take up.

“We see scope for prices to rebound to $18-20k/t by 2025 once the physical market rebalances”, says Citi.

Citi also shorting but long 2025. Fair summary below

https://www.marketindex.com.au/news/lithium-in-freefall-remain-bearish-near-term-citi