Member Info for PollyWold

We have a very interesting 6 weeks coming up - the PFS will clear it up but i would estimate around $10k/t cost not the $4k mentioned

Combining these:

Base OpEx: US$3,875/tonne

Royalties (estimated): US$1,490/tonne

Taxes (estimated): US$4,626/tonne based on 27%

Total cost per tonne including royalties and taxes: Approximately US$9,991/tonne.

There is 1% to indigenous community too.

Then if we have some debt financing there will be repayments to make on that so we do want a a good Li price increase still. Current prices would show us having a profit of around $10m per annum. based on 20k ton production

If prices rise to $15k/t we project closer to $100m per annum - fantastic - i'd be happy to see that figure used in the Benchmark minerals analysis part of the PFS rather than anything over $20-22.5k/t

575,000 buy logged. Confidence

No - but yes at the same time

Vote for it you'll get a fund raise in the form of the ASX listing finally.

Confirmation that 26th September is the date for ASX trading today too.

https://www.asx.com.au/listings/upcoming-floats-and-listings

Reading this board for the first time?

Ignore the resident clown Denby, the company has a firm offer from German finance bank of £350million to construct the first project. All in good time.

Yes - will be a capital raise, dilution should be minimal, the Board is currently operating to protect the current shareholder base and the funds raised previously, i see no reason why they would go against that an unnecessarily dilute existing holders.

We need to remember that 30% of all existing shareholders are Australian - 200 may sound alot, but it could be that we need only 50 more for example.

63 brokers to speak to

170 institutions can be opened up, i would expect Canaccord and Fox Davies have this 200 number already pretty well sown up.

Very good webinar with Steve held yesterday evening.

ASX listing looking likely by end of June. Opens the company up to 170 institutional investors who will now be able to buy. Transformation to the market cap likely.

https://www.youtube.com/watch?si=CWvD_1q9FweC1nUo&v=P_V-Q1c4U2Y&feature=youtu.be

Did you negate to read the bit where the RNS says multiple times - no delay to timeline?

Any opportunity to bash the company when the government has obviously requested a change in CEOLS - i doubt that means start from scratch reviewing it.

We already know the community engagement has been the forefront for the company. We only have to wait 10 hours to find out more this evening.

Thank you for your insight. Which i'm sorry to inform you is absolute nonsense.

https://insideevs.com/news/659263/less-than-2-percent-electric-cars-had-battery-replaced/

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"Cleantech Lithium #CTL"

Sorry RD just logged on, the YT link video shows the questions asked at the end, of the five answered three of them were posed by myself.

Listened again this morning to the answers, satisfied further still of positive answers by Aldo.

Aldo always answers differently to Steve and Gordon i feel, he is more environment focused, more focused on the companies impact on the region, its employment of women and its green credentials, and the other BOD guys are more task focused, its a good balanced BOD.

Aldo stated on live presentation today a firmer answer on the funding situation, the ASX listing progress and the CEOL feedback received to date.

Look it up MAJW.

"Must admit I wasn't following until this week."

Thanks for that...

Lord is right... everything he has said is public knowledge.

Look back at Gordon Stein talks and interviews last month, all very clear. Funding options are plentiful and seeking best available to all shareholders, themselves included, is paramount. His words, not mine.

A big fall brings the big doomsayers. Welcome, enjoy your short stay.

There is news every week on Twitter.

The company is running as normal. Aldo is in China shoring up resin supplies, Steve & Gordon are putting together deals on funding, drilling campaigns, the pilot plant construction and the ASX listing. I'm sure they are dealing with CEOL queries from the government too.

What more news do you need, the panic from the share price drop is unwarranted based solely on the fundamentals.

Strongest of buys at these levels

I have been doing some relatively light reading on the new gen battery tech coming through in the next 5-10 years, maybe sooner.

A battery without a liquid electrolyte is a much improved design, getting these down to competitive price points is the key.

Obviously if there is going to be a continued rush for Li demand, new tech should be part of the investment decision making. Solid state is absolutely the way to go, and will be a game changer for the existing ICE drivers that cry not enough range or longevity in their daily 20 mile commute vehicle.

Solid state will also bring bikes into the game with real range too.

Interesting times, trying not to worry too much about the day to day.

Potentially left field thinking on the Atacama situation but being objective is healthy I believe

SQM renew licence in 2030. Or do they, negotiations do not end well and adjacent licence areas are back up for acquisition. Is that possible ?

CTL the leading DLE partner in Chile acquired all Atacama licences and 51% partnership with the government. Imagine that.

I believe that some of the bigger holders may be holding it down around these levels, making 40-50% margin in the last week or so, its a gift to them that they can do so on a short term trade basis.

Then when the inevitable (almost) RNS drops showing Helium is actually commercially discovered, the entry will then be enormous between 5-10p from the bigger funds who are almost entirely without risk.

Its quite evident that each day 1.5mil sell appears and keeps it low. Its not manipulation, its risk management. The PI's cant affect it because we don't have anything like those holdings.

We will see a 100% day i'm sure, a fall back while off take and funding discussion goes on over time, and we start the merry go round again at Itumbula.

RD - i too can see this investment becoming my only play going forward, i have been giving some considerable thought to moving all of my current available funds into the single investment play, i believe in CTL and the board wholeheartedly.

I've not felt that way about other companies, which leads me to believe that it may be the right thing to do. I too feel it was a gift to me - i entered at IPO immediately and have built a position with most of my purchases being mid - late 20's, today offers a discount to buy in again. Maybe its time, we may never see below 50p again.

I enjoyed reading your analysis RD. And importantly agreed.

Just to say, appreciate the time taken to provide a worthwhile view. Thank you.

Good to have this Board be a genuine discussion in this period of time where we have the company delivering its timeline proposals and then carry them out as largely expected. Refreshing.

I'm sure if something goes wrong along the way it'll descend into the usual chaotic board - until then, enjoyable. Likewise on Telegram.