Member Info for sairfecht

Yes, sarcasm. And interpretation is in the eye of the reader - though it may be self-referential.

I’m just a little bit p!$$£d off with this company - the lack of any believable timeline.

But all my own fault - we believe our own stories if we tell them to ourselves enough.

(I’m down significantly and maybe I should hold my nerve - or take the loss and stick my money in ‘something less boring instead’ at least for a while. I can’t see it recovering any time soon even if there’s a March miracle (…beware the Ides…).

Hook. Line. And sinker.

@ Tomcoves why are you making excuses for KC?

What kind of manager sticks to a ‘Q4’ timeframe and then all of a sudden it’s “next quarter”? No confidence.

Skelly’s comment is mild compared to the “get cancer”’one I read on HotCopper.

No doubt it’s going to get worse. Who knows if it’s going to get better. Here’s to 2024!

Let’s just admit no one knows wtf is going on - and nor does the management.

Some folks knew something - it’s been dropping for a while - but more recently end of October.

For me it’s a question of crystallising losses or bottom drawer/reminder of hope over reality.

Hope does indeed spring eternal

There’s been plenty of oxygen thieves on here recently.

Why not admit it’s a shambles?

Leon66 how come you’re the canary in the ‘coal’ mine?

You popped up quite recently - this quarter - are you really KC and trying to do us a favour? :-|

Thanks Fingers.

Anyone surprised?

No confidence in KC and the sunshine band.

They’ve had all of this quarter - and now they need another three months. Maybe. They haven’t been able to work out how much more time they need, one week, one month?

What are they waiting for? … some EU funding perhaps? Or Li prices ro rise…?

I await the evidence for a positive outlook.

Merry Bleedin’ Christmas one and all! ;)

It amuses me that folks say emotion should be put aside when investing - yet as soon as someone voices an opinion that states the harsh reality, people get vexed.

And when the DFS isn’t produced by Santa in time for Christmas, I’ll give it a week before the chat is all about the next update (Easter? - with a bunny bearing such gifts?!)

Share price drops over the past month on NO news (when some has been expected, given KC statements)…

Spent $4m (based on those renumeration figures)

Raised $8m

So it’ll keep them going ‘til 2025

Maybe they’ll buy some more shares at knock down prices?

Let’s hope that ML is signed soon and such figures are drops in the ocean…

@wal100

It’s dropped about 7% in the past month from 31/30 to 28/27.

Someone knows something I guess… based on previous I doubt any DFS this year. Of course will welcome it, if it arrives this quarter. Based on my recent ALL experience the price might “retrace” to 30p… though maybe (some) markets are on a turn… one lives in hope!

Https://citinewsroom.com/2023/12/lithium-deal-govts-boastful-claim-on-10-royalty-a-celebration-of-mediocrity-ndc/

https://citinewsroom.com/2023/12/lithium-deal-ndc-demands-full-disclosure-of-identities-of-beneficial-owners-of-4-4-equity-in-barari/

Good thoughts, thanks. After the 33p "cheeky" offer I was expecting a lift towards that figure (and so end positive towards the year end) - but that's all in my head (or heart). Long term looks promising but, as ever, always some risk... Just need to hold firm! Cheers.

What's with the recent 'retreat'? Feldspar news not inspiring?

“China is a sleeping giant, when she wakes she will shake the world”, said Boney (maybe), might be right soon.

I guess we will only have ourselves to blame for not looking to the long term…

“As with many other competing 'zero carbon' (non realy are completely zero) transport power technologies Na-ion will have its place. But unlike with the hype built up a year back the reality is that LFP is now on a par with Na-ion in cell price per kw. With LFP now taking some 30% of the market and sodium sub 2% it is obvious where the investment is going.

Also as noted energy density (kwh/kg) is a vital factor for evs. NCM is best followed by LFP with Na-ion well down.

BESS is likely the place for sodium as vanadium. By 2030 it's expected BESS will take around 15% of the battery market with ev at 80%.”

- GaiasKidney on the ALL thread.

Don’t leave the chat Skelly

We need any irrational exuberance tempered!

Thank for the warning, Leon66.

Anything more you want to add?

I mean, you’ve told us pennies in the pound multiple times now and if there’s nothing more you have to say, why do you keep posting?

I can only assume you have some sort of martyr complex and you’re trying to save us all from your nightmare.

But of course it’s entirely up to you to waste your time.