Member Info for mrflip

I check in every few months, this keeps me sane. Like most others, I've been burnt. Do we have a rough timeline of when this mine might get approved? It seems never ending

Is it my naive mind that seems to think that this should be higher? Miners pumping. BTC pumping... And yet, DAGB has not reached ATH?

I am relatively new to this board and this ETF, so sorry if it is common knowledge, but it seems that the Discount/Premium to NAV (which can be easily viewed on trading-view) plays an important role on the price of this. Over the past 5 days, this has been fluctuating significantly. Might be worth taking note of this

Slightly disappointing price action here!

Thanks for sharing. If Neil is true to his word, then this could be a good month for ALL lth'ers

Exciting times

I see the director buys over the past couple days as one of two things. Either this is an attempt to reassure the market/other shareholders, or they are partial to information they cannot share just yet, and know that good things are coming. I will not speculate on which one, but I hope indeed it's the latter!

Bankrupty,

You hit the nail on the head here - concentrate is not raw form lithium.

Further I'd like to say that it is a good thing that the country is making progress on the "Green minerals" policy. This puts ALL in good stead to be the first lithium mine approved in Ghana

I use trading view to manage my stock positions - incl. ALL. It looks like it wicked down to 23p @ 14:50 on Friday 2 June. Does anyone else see this? Would have been a cracking buy!

Hi all. I have been thinking about the recent Keith Phillips interview on the Rock Stock channel. His comments regarding SYA and ALL were interesting. Piedmont undeniably have great terms with North American lithium coming back online, buying approx. 110,000t of spod for a ceiling price of around $900. But he seems to believe that the ALL deal should be considered AT LEAST on the same terms, if not more for the Piedmont stock price. My understanding since this deal was put in place was that Piedmont were entitled to 50% of ALL output, however, the key term here is "AT MARKET RATES". The way Keith was talking though, it sounded he believes this is not the case - around the 40 min mark he says "...more tons at a lower cost". More tons from Atlantic at a lower cost than $900. How is he going to get tons from Atlantic for less than $900 when market rates are $6000+. This comment concerns me a lot as Piedmont are obviously in the position of power here. I am interested to hear other's thoughts.

Hoping that this is the time to finally say, we won't see under 40 again!

...of a high ROI if buying at these price levels. I wish I had spare money to top up here. GLA.

Nice, thanks for sharing

Any insight into global lithium producers SP drop? Albermale -10%, Livent -10%, Piedmont -9% on open... I've heard several musing over the past few days. This includes updated Goldman projections, could be CPI running cooler... unsure what would leave these stocks with such a big drop

9billion I am sure you didn't miss Figure 3 on Page 5, showing the Canaccord "bull call" lithium price of around 12,000 USD per ton for 2022!

I am slightly underwhelmed by the Ricca RNS, but the BoD probably have a greater insight than any of us. The contrast between this lithium project and ALL is significant, as the Atex project looks to be around 500+km from the coast "as the crow flies". We are spending the entire lump-sum from the demerger on this project. What about the other licences we had? Particularly the gold. Seems like there is a lot resting on this deal. For sure Ricca will need capital raises by the looks of it

Thanks for sharing, you beat it to me for sharing on this board. I echo your thoughts. I could listen to her talking about the supply crunch all day! Looking forward to a brighter couple of years on the SP side

I see SIGMA Lithium (which I own a small holding) being one of the most similar plays to ALL. It is a similar sized deposit (currently), at a similar quality, and OPEX per t costs. Arguably, ALL does much better on the latter point, particularly in regards to its location to infrastructure. SIGMA will produce early next year, therefore is approx. 2 years ahead. With all these things in mind - I am targeting at least a 10 to 20 times increase in share price for ALL. My own views of course

I have seen the argument that the ASX listing will boost the valuation on AIM. The BODs are obviously excited about this, as are many on this forum, but how will this boost the price on AIM? Simply I don't understand the mechanics. Is this because the price should be higher on ASX as they "respect" lithium stocks more than on AIM? Then the AIM price will naturally rise because of arb opportunities between ASX and AIM? Any insight is appreciated!

But ALL will still get paid for that 50% at market rates!