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Being brutally honest. The Ghanaians concern me. the Company, resource , are great, but I'm afraid it will all count for nought if we can't get the jurisdiction out the way. I'd go so far to say the the jurisdiction is felling like an an obstacle now, a millstone.
NH keeps saying they are fully on board, if so, then just sign the blxxdy thing off?
Given the positive spod outlook, our price actions concerns
I do hope something bad isn't in the offing
Testing times indeed for shareholders, less so BOD whom are hedged via renumeration
Ahh the golden question, when ..
I believe we're targeting by Q2.
Trouble is, if you've seen them waffling on in their chamber, you might ask which Q2 which year.
Talking at length while saying almost nothing seems to be the parliamentary Ghanaian way (sorry if that a but offensive, just opinion)
They extra hidden carrot here, not mentioned enough imo, its that Feldspar.
Once it flows free ride, we drop significantly down that cost curve, and at anything like 1200 spod that a good place to be indeed
1200 is a great barometer, great news
Well aware we are cycle or so from production, but these metrics do affect that other priceless commodity, sentiment.
I sincerely hope our news flows with what is looking like potential great timing
From my perspective / opinion on the share, I am now desperate to ratify here. I don't agree with the statement its a formality. With rat, we have control. Come on Parliament.
Lands soon. Crucially its £14,995
Thats the sea change that UK EV needs
Audi E trons and so forth are great, but with a typical 8 infront they are not mass market machines
These wider developments are very relevant to our storey
And we work on a chunk less than that. Add Feldspar. The project economics tantalise, its there for the taking Ghana.
Project economics and our BOD offer me no further concern.
Ghana does concern; whilst LGBT and witchcraft rather than ratification as topics for discussion. I'm not saying that those other topics aren't valid, but I wish they'd just focus and get on with it, opportunity in plain sight.
Politely have to disagree but only in mild sense as broadly we are on the same page.
we need ratification in order to get going with long leads, if we don't get going soon we won't hit 2025 production.
Build program has some fat (K Muller), but its limited.
The time for talking is basically over, Ghana need to get on with it. Everything Ghanaian is very long winded and wordy, it gets rather tiresome (to me anyhow) GL
FWIW my opinion is that spod will end up around 1500 eventually
What I'm reading is its the incentive price reflecting the needs to constantly explore and develop, not just run down the immediate stock
900 spod has worked short term for running down inventory, but to produce ongoing quality contract grade material on time every month after month, any company need more like 1500 imo, reflecting all those costs involved in readying future resource, not just flogging next months order. Marathon not a sprint sort of thing.
ALL fit that outlook very well indeed; meanwhile it is undeniably painful theres no sugar coating that.
OK thankyou for that
Could anyone venture where on the cost curve they are in dollers /ton / AISC ;
or does that logical question I pose simply have no answer if we think China are subsidising.
How deep are China pockets in draining the life out the industry, is that the alternate question
I'm not seeking binary answers, but its relevant stuff underdiscussed, moreover it will affect outcomes.
I have a question. Straightforward question no politics. if anyone would venture there thoughts that then appreciated
Lepidolite - China. DSO (direct shipped ore if I'm correct)- Africa. The ESG non compliant crap stuff
I don't think enough is known about it. We scorn it, but it keeps coming, its still there, and seems to readily expand.
What is the risk they pose. How much of the stuff can still emerge at spod 900, spod 800 ..? Thoughts
Let us all be honest. Things change after ratify. They would be mad, mad, not to ratify, but that is my opinion and I'm biased.
As a learned contributer reminded me on here, the EPA permit will be environmental concerns. Local jobs and alternative funding if not ratified, not interested regards environment. This is the biggest ŕisk here. It is AIM. Don't bet the house.