Member Info for swest42

Great to be up but want to rationise it and can't really. Sometimes think theres positive contagon from recent SOLG hike. But i'm not convinced thats it, they are very different. With the current price so low suppose correction inevitable.

Sister company kicked off today and NM will be absorbed with that. In same way SOLG just kept rigs drilling and let chess game play out we keep geos busy and do our thing. I agree VM quiet, recently Blackrock increased their stake in SOLG which is significant. I struggle to join the dots sometimes but theres a lot happening we don't see. Majors sit under radar but know exactly whats what and NM immersed in the 'positioning'. In fact he's a proven expert. Hold your positions IMO

All in title. Not much more to say, finally reached that point. Difficult to analyse further without some figures. Hold on tight to yours despite pain. We'll be back slapping soon enough

I'm in long but theres pain at present. Come on Vince lets get something out the door, we need profile, need to get that word out.. mistified whos selling at this juncture, but me being mistified doesn' t change the red. Tough to sit down and see this this eve. My frustration will not trump patience. On and up.GL

That article alone, whilst being engrossing to me, could also be very significant if its widely circulated. Great spot. Genually exciting and IRR still a multi asset play well beyond Li. GLA

Sons JISA stuck some in ARS last year at 4.6, and recently out at 13.85. Recently split that, got back in ARS at 11ish and stuck rest in here at 3.9. Content with that entry and reckon it'll go same way as ARS with some patience. Underpinned by Ni price rising. Comments by SP Angel on costs noted and niggle, anyone knows specifically whats bugging SPA. GL

Would you still welcome more strings to bow at this stage? Surely cash burn alone dictates we prove up existing before more licences. Not spreading ourselves a bit thin?

Yet another of the innumerable metrics / reasons that LTH stay in here. Yet the market thinks otherwise at present, so be it. Is it being shorted? TBH is a small AIM company really 'significant' enough to be shorted? Outside my limited knowledge, others on here will know, the experience on the board is huge. All I know is I'm in and I can't see any reason to drift away at this stage, frankly I consider it insane unless one is desparate to cash in short term, in which case AIM likely the wrong game to be in. Me off sledging, GL

My auto buy at 23.5 with HL hasn't bitten yet but must be close. Swan sitting serenly on the lake, its the legs kicking frantically underneath that one can't always see. Lots happening and shoudn't be long now. Interestingly me also in from around July /Aug 16

Its been a good while since I topped up, however I feel its twitching back to life after a prolonged quite spell, so I've placed a keenly priced buy order. Interested to read on the hedge fund angle. Some good posts on here as ever. GL

Oh and should have mentioned Sumitomo get a name check in the middle. So clear why they're in here. Enjoy

Global carmakers race to lock in lithium for electric vehicles https://www.ft.com/content/e9b83834-155b-11e8-9376-4a6390addb44 Not an uncommon article at the moment. I still don't really know why we're down here. Two reasons I think may be Patience, or secondly as a fellow contributor commented, market unclear how to value this yet. Otherwise why would one not be in and stay in at this exciting / crucial stage ? We're on 'the cusp' imo. GL

Agreed the EV mood music is virtually daily now as major car producers manoeuvre. Li news would certainly hit a sweet spot, however well aware its not all Li here. Its very quiet but I personally believe the BOD are diligently carrying out what they need to do and they have my support BOD credentials remain excellent, important when making calls to key players. SP bumps in road but vision remains strong. GLA

Hi Mike, You have a knack of reflecting my own thoughts ref IRR, we got in here about the same time here don't know if there's anything in that. As to my thoughts on 6 months, I wouldn't like to predict and part of the reason is that I really don't understand why we are down here. The mood music on EV for example is dramatically positive, who woould sell IRR at present ? but someone has. As for licenses, in line with other comments, we need to convert one of the '#45s' into a '#1 something commercial', something bringing in the pound notes. I am muted on new licences, they are great but I am minded of a recent comment on here which stayed with me, 'Potential =potential'. Last person I saw said that was ...you. That particular saying really resonates with.me. Finally as for topping up. Great for those still topping up, but I'm 'topped out' for the mo. The company needs to deliver, as I believe it will. Do not mistake me, I am a total believer, the 'Resource Bank' is a key concept, and I haven't sold anything only added. But equally we must convert 'potential'. Nesty's posts were unwelcome in some quarters, mischievous, maybe. But it shook the board up a bit. Very best to all LTH

Good read The long game Best regards SW

Fair play to LTHs such as yourself to see you are still topping up. Personally I'm bunkered down in deep here now and waiting. Can't say I'm topping up more anytime soon but certainly not sold any. Big Fat 'Hold', now over to you Vince and Co... sure we'll get there, best things in life and all that. ATB everyone

Received book of 12 at 20% off. Used at weekend no quibbles. Good little known touch. MAB shares doing ok as well win win. ATB

Seasons greetings all; IRR will have it's day again soon : )

Some very interesting debate today. Picking up on one comment from Mike 'the opportunity for the long termers to add is on offer.' Its well documented I'm on board big time. However, at present I will be pausing topping up. I've reached my own risk threshold. I don't doubt the company/ assets will deliver. But deliver something that the market recognizes we must. Merely my own stance. GL

Hi Nesty, Your post makes unconformable reading but IMO is validated as its substantiated. TBH I am surprised SP is here, well south of the 35p placing. Looks like you saw something I didn't. Something I personally take from your post is to consider top slicing as a strategy in the future. Me yr2 on AIM, still learning. And last but not least a positive point. We are appear to have a convergence of views that LT value will be realised. Difference being if you buy back in at the right time you'll have had a more profitable route then I, and no one can argue with that as a strategy. ATB