Member Info for PollyWold

Have to agree, shame thats the mentality. Hopefully the ASX listing assists that.

Suspecting a drop today in share price because the timescale is 2027-2028, which to be fair, isn't really news.

The whole newsflow by the company is cementing the already priced in expectation around resource and timeline, catalysts to share price rise is certainty around licence, funding and off-take. Expect those all to be firmed up in 2024.

Literally nothing to say on Namibia.

The shallowest of news RNS 'Updates'

Should have titled it... here is the bare minimum you would expect a company to be doing.

Awaiting news in 2025 then.

We must be funded for far more than 2 drills, £6.5mil should get you more than another well when Tai is already funded.

We should be looking at appraisal wells and multiple months operating our rig with that sort of cash on hand.

An interview or RNS clarifying would be nice

Like the long term idea that CTL base in Copiapo could be a base for government use to further the Li industry in country.

Certainly chimes with what was being said by Aldo in the months since the government announcement.

Positioning very well.

In marginally more relevant news Albermarle presents revised $3 bid for liontown. Valuing the hard rock company at $6.6b

Hard rock being more expensive to produce and refine.

Interesting deal and valuation of Li reserves

Seeing where CTL valuaty will be by 2026 is going to be very exciting.

Had the morning off - went out for Breakfast with the wife, came back an noticed there is a sale on 5% off yesterdays low prices.

Added more. Stupid or Savvy, time will tell, whoever just bought or sold 1.7mil knows either way.

See you next week.

I'm a long time holder, adding incrementally since last drill and this is my biggest investment, so believe me success would be nice, to say the least.

But genuinely, why is it that no staff are buying shares. Speculation welcome, along with honest views.

Are they not allowed for some reason?

Maybe, they are so sure of success that they will allocate options at the next AGM towards commercial production and the real money will enter the equation.

Maybe, all investors will be so happy, the next AGM will vote through huge bonus schemes for them?

HD - Another nice interview out from Aldo on VOX

Good news flow starting again now, after what seems like a moderately quite patch in a well communicated company. Sounds like they have been busy in the background.

Company announces huge resource increase of 74% to be used in the scoping study released later this quarter

https://twitter.com/ctlithium/status/1694593325032939854

Enough resource now measured at FB to support 20 years production, the second site the company now owns to support this. Will be interesting to see the scoping study and the capex costs

In all honesty, truthfully, what is new info from that presentation?

- the publication / showing of the slides of seismic interpreted data?

- bit more in depth geological info... all of us here already believed in that.

Everything else has already been said once, it seems many PI's have lost some trust in the words of the company as they are looking for very many multiples of times to have things 'confirmed'

The funding raise will not be until after the drill, thats been said before lets be honest.

This is still a great play but today has been nothing new really.

September is the month.

So announcing a presentation by RNS means they can share all the market sensitive information during the presentation right?

Unusual to announce in advance like that so must be something very interesting that can only be best informed via presentation

Fomo Friday ... Fingers crossed

4 weeks since any news released by the company, few tweets around and some LinkedIn posts.

Next 4 weeks might not feel so quiet.

- ASX listing

- Francisco Basin resource update

- Pilot plant up and running

- confirm the 1t per month has commenced and started shipping to buyers

They were around in 2021, they know the gas is there. Makes no difference if they wait for the drill to be turning.

Load up the airship.

I like the phrase -

"within a month we will know what we've got"

Also, lots of pictures ... good stuff.

Https://www.reuters.com/article/australia-mining-riotinto/update-2-rio-tinto-focused-on-small-acquisitions-ceo-idUSL1N39I06M

Feel free to add give Aldo a call Jakob.

Lets say 5% for $200m ?

OP i'm sure you have done some research so in assumption you have, then yes, achievable is an understatement.

The issues here with the share price are, as far as i can see..

-ASX listing, needed to further investor exposure

-The Mcap, institutional investors may not be permitted to invest at low market cap

-The Timeline for pilot plant, this needs to start producing

-The list of NDA from big industry names is likely growing, we need off take news once the 1 tonne per month is being produced and distributed

The moment there is an offtake, and some gurantee of the production plant being built, this company will be transformed.

In just 3 years the company could be generating $500m per annum in LV alone.

It just depends on your own investment timeline, this will take 12-24 months to achieve the above. Production, could be likely another 12 months after that, alot of water to get under the bridge before then.

The company hsa proven 1.8m tonnes of material, this is valued in the bilions $, the issue being for the risk averse investor, is it ever going to be produced, that's up to you to determine, the BOD is extremely competent in getting mines 'off the ground' so i personally have made my choice.

CTL and HE1 are my two biggest holdings, might have been me that mentioned it.

Exciting times for both companies, very much needed after holding HE1 since the weeks before the drill broke in 2021

Https://twitter.com/ctlithium/status/1681998024778579968?t=I0cFcvDJPxT9BHnjfZsBbA&s=19

This heads well above a £1 on this news

Worth watching what happens over the next couple of years with ALK and the Tees Valley plant that has been recently approved by local council in the UK for construction.

All seems ok, but the construction of major facilities in the UK comes with considerable expense, funding rounds to navigate, so even though planning has been passed nothing is a given.

I mean just ask Mr Jarvis our major shareholder if you need to understand the difficultly getting major projects off the ground in the north east of England. Ref to Sirius Minerals and the disaster for shareholders that occurred there. Not that that was Mr Jarvis fault in any way of course, it was simply not possible to find funding for the construction phase.

Some useful info as a starter.

https://www.alkemycapital.co.uk/investors/analyst-coverage

https://www.alkemycapital.co.uk/investors/company-presentations - May 2023

If this facility does become a reality in 2026, it will be the only Hydroxide producer in Europe, with potential to feed >35 gigafactories in the EU by that date, noted as Zero carbon due to offshore wind power at Teesport. Another link in the net zero supply chain that CTL are targeting strongly.

Furthermore - Tata have confirmed they will build a UK based Gigafactory for JLR cars. Wonder where that raw material supply will be coming from!?

The next few months are certainly good catalysts, this could translate into the next few years being exciting.

The board have set out their intentions and their integrity is now to deliver it, I fully expect that to happen having listened to almost every presented word they have communicated.

The broker target will continue to move as the resource strengthens it's already increased by £2, wonderful stuff.