Member Info for PollyWold

Slider thank you for your work in bringing the fund raising info to this board. I for one appreciate the time.

Can i ask, did you contact the company directly to clarify and receive this info? I cannot see this level of detail in the RNS

You are indeed correct... Apologies

Potentially a sign of movement as MONECOR increase holdings having previously sold down in 2021.

As per CTL website Tim Leslie holds 4,316,666 shares
This was updated with TR-1 on 14.10.22 to a holding of 3,000,000

Some way to go it seems

Thank you for taking the time to prepare and share that Josh.

Excellent.

Good strong volume again this morning

https://twitter.com/Thematicafunds/status/1572102833171750914

Same.... Off setting the HE1 situation here thankfully. Helpful performance so far shall we say?

https://www.bloomberg.com/news/articles/2022-09-16/lithium-smashes-new-record-as-supply-struggles-to-feed-ev-growth?leadSource=uverify%20wall

I dont understand many investors. Lots would find fault with any worded RNS, if you don't trust the company take your loss and look elsewhere. Otherwise, continue to focus on the fundamentals..

RNS is a confirmation of the real world environment.
Supply chains are still very stretched across the world, labour and resources are difficult to procure across all industries, try working in civil engineering!
There is a comprehensive list of what the company has been doing in the background, yet all the focus on this board is cries of 'they aren't drilling when they said they might' it's still all fluid because of factors out of their control.
Look at it this way, the moans of the rig being old and scrap cannot be said anymore as they appear to be going to town on repairs. This is excellent. Making the drilling operation less likely to fail on mechanical grounds atleast.
Wet season didn't happen last year, not guaranteed to be a problem this year either. Drilling in the rain isn't a problem.
Money being saved on license that aren't required= rig repairs paid for?

Welcome to exploration in the post COVID era.

It was just mentioned again in the live presentation this afternoon; $20,000 per tonne cost but with reference to construction costs of the DLE plant and infrastructure.
My confusion with CAPEX / OPEX costs.

Wish i had funds to buy more currently. Good presentation held this afternoon, many many more questions being answered submitted in the Q&A; good indication that more individuals are switched on to the company now.

I'll have to go back and find the figure - it may be in a past video even, i may have remembered it wrong too of course.
There are some considerable upfront costs to be expected with the setting up of power grids that need to be factored.

$5k is certainly an expected average cost per ton for DLE once operational

RNS is fantastic.
Laguna Verde alone having 1.5m tonnes is extraordinary.
Current prices $70,000 per tonne less costs say $20,000 (tbc as favourable brine temperature encountered)
20,000 tonnes per annum is $1billion revenue, that's a 75 year period at that production level, in one asset alone.

They have an even larger resource potential at Francisco Basin, and the Llamara prospect coming in the future.

Looking at peers with current market cap.

Anywhere up to £10-12 range.

CTL has superior (although unconfirmed right at this very moment) resource estimates. This could be the fairy-tale

Today looks to be a huge day for share price movement, 7x times the number of buys to sells.

Yes it is Approx 30% in management hands.

Resource update expected this week, however it seems the presentation was cancelled and moved to next week so i would anticipate the RNS be mid next week, just before the presentation.

Look at the media section of the CTL page and you will see a YouTube link to an LSE webinar held on Tuesday this week.
Gives a strong indication of extremely good news coming in the next 3-5 trading days.

Strong buy even at 50p level. Short term price target breaking £1, mid term breaking £3.
Market cap of £100mil is only £1.20.

Yes you have.
Better calculation is to look at price per tonne less production cost of around $20k/ton

company valuation of 1/250 of that at current share issue would be £13 per share. Hold tight.

Yes i thought today was going to be a considerable milestone with the constitutional vote, turs out there will be little change to the status quo for CTL ref operations.
Upgrade the resource estimate this week and we could see impressive stock rerate for the company.

Excellent news, another display of a competent board with years of experience.
In 6 the months since IPO they have brought the largest broker on board, and now the most experienced DLE partner.

The JORC update for Francisco Basin will likely confirm vast resources, couple that with the Laguna Verde study this company will be on track to deliver more than expected in year one.
Excellent.