Member Info for SlurmsMckenzie

I'm assuming they're on the outside looking in?

absolutely no point people blaming contrarian or the publican.

if you want to blame anyone blame the ex board for seriously misleading investors .

i understand people are more than ****ed off but wrong targets, you can't have boards that are just full of bulls and rampers.

if you see something you disagree with argue against it, play the ball not the man.

The argument I told myself although I don't think I ever argued the point out loud was that he and the rest of the board didn't want all their eggs in one basket.

I do seem to remember one director buying a tiny amount but in retrospect it was chump change .

2 lessons learned.

- director buying *is* important

- the easiest person to fool is yourself. If anybody has ever read the work of Jonathan Haidt, something we all do is make decisions with our gut and then rationalise it.

I posted something similar earlier but either my post never made it (I'm out in the sticks today) or given what I said it was removed. A mild translation would be I hoped his next poop was hedgehog shaped.

The character of Billy was a fake, posted by a conman, a simple trawl through his posts will reveal as much. It was so blatant it was almost humourous.

The only thing I've read is you said that if built from scratch. Which is different as it comes across as implying that the works done had great value which is slightly different.

Emotions are probably high so I'm not going to pile it on but I don't think many people predicted the shortfall was this much.

So I think that was a bit unfair on Rover. I'll leave you in peace now.

Give it a rest Larry.

No they haven't although some warned (not me) it would be higher.

There will be no evidence of you saying it was a 1 billion build.

When chat GPT met HZM for BNN on LSD.

That should have said neutral and uninvested. I e I have no dog in this fight atm, but am interested in the wider electrification story

Hi contrarian,

Are you sure that's the case, I know the Telegraph will sometimes jizz it's pants when market share in the UK or the US stalls, but I didn't think this was what was happening worldwide.

I've checked a few sites and they all say the same thing, it's a growing market.

Do you have stats to the contrary? At this moment I remain neutral and invested but like to get to the bottom of things still.

It's an eye opener but I suspect it's very politically charged and stretching the truth regarding why construction has gone down to bare bones.

Officially no big shorters. Maybe one or two shorting naked on spreads but I think it's just a narrative device to create a sense of camaraderie amongst those invested.

Fwiw I'm currently neutral I don't have a clue what's happening next. I don't think it's going to zero, but without information on how much is needed I'm staying out. I think some latecomers think I'm bearish because I've called out some blatant ramping BS but that's not the case.

Pros - good resource certainly worth a bit, money might start getting cheaper (also feeds into repayment costs based on libor), surely commodities are due a bump as market rates decrease. Board looks stronger

Cons : still no idea how much is needed, the market can be vipers and the last two raises have been at a discount.

I really hope it works out well for the investors that were here.

Cons

These bankers and directors, are they in the room with you now?

Oh come on, like it's not the biggest amount of BS ever posted on this forum 😂 sweet Jesus.

Morning all, whilst it shapes up to be a miserable day on the markets I thought I'd post this from the Motley fool Oz.

The views contained surprised me

The tldr "There is no oversupply of lithium". Maybe take it with a pinch of salt but an interesting view https://www.fool.com.au/2023/12/27/will-the-lithium-price-surge-in-2024/#:~:text=There%20is%20no%20oversupply&text=%22The%20headlines%20suggest%20that%20demand,or%20near%20an%20inflection%20point.%22

Only a 150% rise needed from here to hit that 20p target. Nearly there.

I'm just curious as to which trade it was.

He said he was buying at 8.

Given the volume you could add millions or remove millions from the market cap using pocket change.

But what has happened to Billy Valentines morning purchase, don't tell me it was so big it'll be coming through after hours!

I pretty much agreed with all of what you've said there Rover, TornadoTonys input interesting as well.

Do I think they could have pulled off some Major deception?, no nothing like it, do I think there is a chance they *could* have sat on some problems, yes. The main people involved, might tell there side of the story once the extra costs are confirmed, but I doubt they will. Shouldn't be too long before we find out what those actual costs are.

Ha, yeah I think you're right.

There's definitely an element of cheeky trolling going on in a few of the posts.

Hi Publican..

Here's what I wrote regarding gross incompetence.

"We don't actually fully know why JM was asked to move aside. It could be a case of gross incompetence or he might have finally thought he was out of his depth and "got out of his own way" arguably something he should have done early on in the build process"

There should be absolutely nothing controversial about that. My point was La Mancha might not even had a choice in the matter, regarding sacking him. I might have my own opinions as to what's truly happened with him being removed but I have kept that to myself. I might also agree with certain other opinions but I'm not going to confirm which ones.

TA

Any talk of legal action on behalf of investors is way to premature , the full facts aren't in the public domain. So a case would be foolish, these cases must be notoriously difficult to win anyway, it's not like AIM isn't full of people misleading investors. I'll not be answering any questions of yours from now on, I've asked you many questions, you've failed to answer. Each time you weasel out by starting a new thread latching onto something else.

TDT.

Know what you mean, I'd much rather read than write. I just got dragged into this as I spat out my morning coffee as somebody decided that the company should have kept JM. I just can't agree , and the defamation point is just silly. TA has a very minority opinion on this. Maybe shared by a club of 2 people.