Member Info for swest42

'aggressively advance the targets'
I can only reiterate earlier comments, the SP is the SP but IRR are proceeding with focus and purpose 'despite' the SP cycles. Personally the vision they clearly have retains my confidence. GL

won't change the wider positive narrative / trajectory. for me its a def hold and add sensibly when opportunity presents
v bullish down at these levels. albeit patience required freely acknowledged

big hitters out today :)

been watching this and accumulating for some time
Had to move eventually. Enjoy

why haven't those large sells brought it down
quite often SP doesn't seem to reflect trade activity, someone may have some words of enlightenment on that ?

Picked up a few more today
If u believe asset quality is there; then theres some good buying to be had down here imo
Freely acknowledge its not one for the impatient
GL

Take that all day :)
Signs of momentum ? GL

err ... so where did that come from
:)

After a long break I started adding sensibly last week and I will now continue, stress sensibly.

4 points I've considered:
Recently enlargement and refinement of Li resource, and obvious demand. I think this is now on many 'radars'.
The SP is now sub 15. I think its undervalued to put it mildly (AIMHO as ever)
After my previous doubts - looks like we're funded into next year
Gold price and likely POG - I consider this less important because we're a market cycle(s) away. But its a positive anyhow.

Tread with care and GL.

I believe there's plenty keeping a v close eye on the Li. Sumitomo will influence there imo
Other iis have specific in interest in Gold. I tend to think we're a market cycle or 2 away for the current POG to really impact
However, Li and Gold certainly 'materials of the moment'. Just add time, looking well positioned here its all to play for. I think you'll find 'they' come to us, VM will be 'meeting widely'.
GL.

MB
Very respectfully. Could I ask what your current position and interest is with IRR. Just wondered are you in / out, looking to get in at 10p? You seem quiet interested in something you don't rate that's all. Just wondered where ur at nothing sinister ATB

That's where I'm at.
This RNS is a 'heads down keep going don't get distracted'. Not a 'bells and whistles' RNS, but purposeful.
Its not for everyone, and for those against, just don't press 'buy', solved.
Personally, I'm feeling better here of late despite SP, assets are growing, just add time.

Did some thinking, just topped up, not showing yet.
Rightly or wrongly, I agree with your statements Toro.
I still feel somewhat 'conflicted', and with the SP down here I think structured criticism is perfectly valid, and must be expected even.
However as Farq said some moons ago it comes down to 'is one a believer'. For my sins I clearly am, only time will tell if it pans out I was just deluded.
Recent RNS was acquisitive in nature, albeit with shares. In the face of v depressed SP imo it actually shows a quiet determined sense of purpose that reassures me. Almost 'SP is the SP, we know what we're doing, we're not stopping, we have a plan'. I'm good with that. Each to their own. GL

I threw a bit of spare some weeks back at UJO because of a remark by u and a bit of my own research after. Off loaded the lot today around 60% up. FWIW thanks for heads up.
Just sad it coincided with our SP action here today. To think this was at 46. I'm still onboard, but it's getting painful. GLA we are in need of some.

stay in for the bigger picture :)

stay in for the bigger picture :)

3bn. Huge number. Didn't know that. Good to talk.
Your reply lends context. JV Ghana, personally I think that's the key to unlock the others. Need a deal, and I think its all to play for. Multi asset play.

On another matter, in relation to raising Fe ore prices. Can our other enormous sleeping giant be stirred or is that too much to think about at the mo.

Hi,
In light of last rns I think JV may be rising up the options until sentiment and macros improve and a conventional raise is more viable, or JV negates the near term requirement to raise. Mentally I'm prepared for lower b4 higher here, I reiterate my own view not a lot more BOD can do, its v tough sentiment out there, it will pass. Trump China issues hang heavy in the background, they permeate deep and wide.
Don't leave us hanging what's your other EV play I'll check it out. GL

Thankyou ATG for your thoughts, which I will digest, along with todays RNS (takes me time sometimes!)

Provisionally RNS today is very welcome and much needed.

GL