Member Info for SlurmsMckenzie

”do not waste my time waiting for years for deals to materialise and when they do nothing comes of it in terms of SP.”

There's no one way which is correct.

Just let investors invest and you do your thing, preferably somewhere else. This is like a weird obsession.

Beats watching ITV ;-)

From the previous RNS

” The Project is well positioned to start the main earthworks at the start of the dry season in early Q2 2022.”

That suggests to me conditions are a factor.

Could that actually be related to the wet season though?

That was a good listen TD2 if anyone is wavering around thinking about listening to it, go for it. It's twenty minutes and very listenable.

What really stood out to me was the points beyond just the nickel market. Regarding wage inflation etc I think the guy is spot on .

I agree with the opinion of GW62, and appreciate the fact he used language that made it obvious it was an opinion.

Meh

Xxx

Hm maybe Highfield resources might be a better parallel then ...

Not too far away , arid country, Hayden left after he'd done his bit and they were waiting on permitting.

I wasn't there right at the end as I got out when the previous chairman said no more raises on vox markets and then there was a raise the next week.

In the end they took on too much debt and just couldn't extract enough potassium from the brine they had.

I didn't know about them claiming they had the money at the end. I guess lying was endemic.

I understand why people are on edge a bit but surely if it had been declined we'd know via an RNS

The closest parallel I have to the current situation is SO4 Salt Lake Potash. The environmental permit took a lot longer than expected and like Emmerson the board had factored it coming in a lot sooner than if did. Although it eventually did arrive.

My *guess* is in a country where water might be seen as a very precious resource the environment agency has to get everything right, and there may be a bit if to and fro. Regarding the design and water requirements.

Sausage fingers

Let me put this another way we all post crap from time to time, but most people use caveats. "Ifs", "maybes", "shoulds" and your own personal favorite "imo".

Whether intentional or not (and given her posting history I think not) there is no ambiguity in Kim's post. It reads as a declaration of fact. So I called it what it was speculation, there's nothing more to it than that.

IMO

Aye aye little ****** keyboard warriors at it.

Anything I say that's speculation I class it as such

Now please filter me you bag of gas

That's total speculation.

Stick to nickel

We're waiting on an ESIA..

This is the planned order of small works . Might not be a coincidence.sorting out the water supply is first on the list.

- Package 1: Water supply solution to mine site.

- Package 2: Power supply solution to mine site.

- Package 3: Mine site access including highway junction.

- Package 4: Mine site infrastructure.

- Package 5: Portal & access declines.

- Package 6: Tailings Storage Facility.

Interesting take Fulmar, my instinct when I read that was to wonder whether or not it was to be a decision about whether or not to go down the HPAL route.

All the points you mention could feed into that though, i.e partner requesting battery grade or another partner bringing the know how for HPAL

I read somewhere Russia might also choose to slap an export ban on key materials such as palladium, potash and nickel. Sure it would hurt them but they've built up a 600 billion foreign currency reserve, and might want to show it's not a one way street.

The price of nickel etc could be going up but with energy prices going up even more we could be looking at a stagflationary scenario. Certainly economic pain for the west as well.

All absolutely in my own opinion.

Absolutely buzzing to see everybody's peckers up and the price back at 4p (that puts me back to black).

Heres to a bright future, God knows the long term holders have earned it.

Right back to radio silence for me :-)