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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!
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?
“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.
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.
I’d just like to see the DFS this quarter - as per expectations set by KC.
(Though I don’t expect it to impact the share price given the current market.)
If it doesn’t appear then there will be excuses (by KC and on here) and no doubt it will be “next quarter”….
How long does one wait?
Regards UK inflation, I’m not sure we’re out of that woods yet.
Housing costs are rising for mortgagees (many still to move off their current (low interest) fix) - the CPIH component of CPI has been and still is rising. The fuel costs have fallen but there’s no handout this winter (and £400 payment isn’t included in the CPI calc.). And wages are rising - all good but there is the risk of a spiral there.
But this is just the UK… (!)
Hmmm. So it seems the feted SMS isn't such a genius after all.
Or at least he's a genius at marketing to everyone that he's a genius.
I've now lost enough that I don't know whether to quit or just put it in that bottom drawer as a reminder to self.
Maybe KC is trying to emulate EM (Elon M.) - keep promising something soon (eg that 1970s-futuristic electric truck… that fanboys lap up…).
Perhaps KC’s hoping EM will like the sycophancy and get a deal for the some of that lithium.
Or maybe we have to wait until all the stars are aligned along with VW making EVs that folk want to buy (well, maybe not in Germany as its economy stalls)?
That “doubt” was reported 2 months ago (Reuters article from 1st Sept.) though the project “was likely to go ahead” was in the same sentence.
(But who knows what’s going on these days, over on ALL the Mining Licence was granted and the share price dropped and Zinn has gone up a wee bit in the past couple of days.)