focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Incredibly muted response to listing, personally I consider it a significant moment
Anyhow, we plough on
Regards RICCA, I lost track sometime time ago, if you find anything meaningful I'd like to hear. Its listed on my HL account. I'm afraid I wouldn't hold breath about seeing the money again , but thats just my take. maybe it'll surprise
They lent a load of shares to FRG as far I know, all very strange
Looking forward to tomorrow. I think the listing is an important transition stage rather than necessarily a large rerater. It's a wise and strategic move.
The rerate event imo is ratification, then EPA then we finally have the comm, rather Keith does, then its GO
That I agree with. There considerable funds 'perched' waiting ratification imo
Post rat, hands will be revealed, could end up with bidding war, I think Assore have more to say ..
Its a simple enough build and a rare near term prospect, 'lo hanging fruit' in mining terms..
Seasons observers will agree that the SP often doesn't react as it should
However, the correct SP is still very depressed, feels like its trying to break out, I have to say I feel theres a fuse waiting to be be lit. And news is the spark that'll do it
The Achilles is indeed the NDC&Co, the politicians timetable lack of, we are not in control of that. It remains a risk.
Throw in GSE, MIIF, bids, MREs, off takes. A finely balanced scenario, lots going on.
Not sure PLL have the will for a complete T/O. I think they have enough going on stateside.
imo keep an eye on the as yet unidentified off taker. If we get 100mill from the offtake, then I think they could well have something to say. Someone like BYD have the pockets ..
Personally I think EU OEMs like VW and others are missing a wonderful strategic opportunity in plain sight, but I accept that ship appears to have sailed ..
Comments from Land ministry along lines of get ready for China investment on green critical minerals.
Joining a few dots, visits to Asia, the 5 in the offtake contain an OEM, I happen to think our off taker is quite possibly BYD. If it is, then with PLLs route to Tesla, will be very robust indeed here. It could be considered fantastic. Of course, I said if..
More actions and less words was sorely needed from my perspective, and here it is.
Well done BOD, you are now delivering the important milestones which you promised.
Fair play. On and up.
Patently clear the first of several near term critical events.
Agree with that.
A strong PLL is what we want, I'm not so sure its what we have, I sense a feint air of procrastination from KP, just my own opinion. PLL SP struggles, as does ours, but we are different, we have 'the rock', and not much capex needed in big scheme of things, still pretty 'agile' i.e very buildable and near term, much smaller than PLL
I think KP is less able to be so sure footed than he used to be in light of his SP, I'm not totally convinced they'll come up with the readies, happy to be proved otherwise
Ultimately, we have options. Lets see.
Utterly bemused by the SP
expected a green
Spods going up. In line with anothers remarked here, I think I will also leave it alone on here for a bit
Good luck everyone. Is something 'the matter' here ? If it is, I don't know what it is. #AIM
Min res or pilbara not sure which lost the article aregoing to sell at auction to get price' transparency' on spod spot, and it seems that auctions are challenging Chinese spot to the upside
Imo all important inentive is 1500. That includes ability to bring new resource online.
There are so many positives here and I won't go on to list them again because its been amply done
My concern here is riven from the fable of Achilles
What exactly is the timetable for the Government, 'Q2' is just us/ALL saying . Someone on here said something recently about the elections in December and we being used as a mere pawn, a football. It struck a chord.
Theres a deathly silence around the specific subject of timescale, are we in a queue, is that queue published. No.
With sincere regret, I'm not sure thy know what they're doing.
Great optimism and caution all in one for me. I have no doubt whatsoever about the Project, but if we're sitting her awaiting for an election in Dec, secondary consequences await, including another raise ..
If anyone has hard data on the ratification debate or vote timescale please post
1300 encouraging, we make a pretty margin at that, of course we have a mine to build first (!)
If they can just ratify, it appears fair winds lie ahead for us .. Assore aren't stupid, hence the bid, if they could scoop us up down here what a result for them ..
Citi and GS predict sell predict sell into this mini rise as large surplus looms over next 2 years and prices back down, your view ?
I'm on the fence, don't know how to call it, GS called it right before for the wrong reasons ..
After 2 years, which is where we come in, consensus seems to be back to deficit
On another positive, Lepidolite seems to shut up shop on cost at spod sub 1200 or something like that, maybe higher
As for us, we are termite like, with Feldspar premium we can survive AISC under the ashes when many many players are dead
At 550p I confess any buyer would receive my full attention :)
(TBH at a quid 'Mrs sw' would have taken more than a 'passing interest' in her ISA, but thats another storey ..)
GL, ball sits with you Ghana I believe, don't mess it up ..