Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Despite the ongoing small increments of positive events and news here, the SP will not relent, more accurately money stubbornly sits out.
Many others have moved on less, many on ASX. I'm left to think is our time will come
I wouldn't necessarily expect an immediate rerate with the ML (others will differ on that)
I believe the rerate will come post ML with new institutional money, Q4 ish and beyond.
For certain IIs/ funds, no ML is clearly valid bar.
Events in Niger will also be on any sensible persons 'wider radar', however marginal. keep it real regards the part of the world we are in.
Imo PLL right place right time.
In other news, in light Mr Ayisi recent comments and other references I truly believe the ML will be with us soon. All we need now is to sort world macros out (China) and we might make a few quid. To say our road has bumps possibly putting it mildly. Gl
Thats quiet possible, no problem with acknowledging that. TBH I've spent time away from it lately. Worked for me.
FWIW, sold none, dipped in and added a few sub 20 last week, yet always sensible.
All posts should be caveated 'nothing is s dead cert'. gl
Increased carrot today, or pressure, depends on how one chooses phase it, on GH to grant.
This represents additional highly prized inward investment
I think recently there was a recent distraction over a political dalliance with refining. I think that has passed, reality has kicked in.
GH still needs to make its own decision, it must be that way.
However, I think the factions have rightly concluded this ML is the right decision for the Country. To take whats realistic.
I think we can now rightly expect the ML. I believe we're good.
The disconnect here is getting 'noteworthy', if that the right word
NH said likely to come in before Sep. SP remains absolutely muted
I am well aware of China data, and Li market, but I still see this disconnect. ML is looking extremely likely indeed now if u aggregate from many sources, ML with conditions, yes, but still. 20p looking incredibly cheap
Surprised to see the small pull back again, envisaged a gentle continued drift up
With DGR out and pretty affirmative BOD actions, both purchases and appointments. Company sentiment imo had strengthened.
Suppose nothing goes up straight, and you always have traders .. but I'm still surprised, Wider Li market some mixed signals, depends which view or article you read, lot of talk about low inventory and higher demand q4. Of course we're cycles away from current market, but it still affects sentiment
Then I owe you an apology. I did take it personally. Being honest, it bothered me. I don't think there are any fools amongst LTHs on here, including you.
I layed off this week mainly because of ur post. Some self examination. I have been frustrated of late with a Company I really believe in, I've been ranting, that's frustration.
So, sorry I misunderstood, and I'm actually glad I did. We're good.
To end on a positive. It's hugely significant DGR are out imo, I'm glad this meet with PLL is happening. I sense a positive shift..
Why do people always revert to saying u can sell up. I know. And I haven't. I've grown more incisive though. This road has been winding a long time. Tough questions are being asked by the loyal like myself. The dfs contained surprises.
We're at 22p. It's not nice and fluffy, it's ugly.
BOD saying everything's great. GH saying next to nothing. Look, let's not fall out, All views valid including yours. We're on same side, but I won't be spun lines, we need to start delivering. I'm elsewhere for a few days. I will reflect on ur post. Catch up in the week. Good week all.
ATB
I put it to you, mincom will do what they choose, guided by factions and politic.
Go by their timeliness by all means, as a significant holder I sincerely hope you are right.
Trouble is imo none of the relevent authorities, of which I include MIIF as a defacto off shoot or' indicator' of GH intentions, are saying very much at all, and our sp dwindles as a result. Worse, there's actually mixed messages, vague inferences about refining and so forth. Sooner it comes to a head the better, to quote another on here or Tele, it's feeling a bit binary. High risk high reward. Those elections loom large.
This notion of q3 for the ML is drawn up by a private company not in control of the decision. No-one knows when the ML will be granted. And I mean no-one incl GH ministers. It will go to vote, and our BOD will not be voting, nor will any ALL shareholder.
Great, please do. Genuinely
Whilst I 'envisage' many similarities, if u have knowledge to impart, do please. We all never stop learning, and should be prepared to be corrected, humbly so.
Still won't bring the ML quicker, but while we wait ..
No ML and Keith out of a job. So frankly hes got to be upbeat. Trouble is they're not going to be objective and spout if theres a ML issue, are they ?
H2 5 months left to sort it all out. If its not done by then no amount of explaining can fix it, and this will drift significantly, after H2 the long leads won't have enough time to deliver anything in 25.
Again, a positive end to my post. I think / hope this will be ok, but the ML is becoming the defining and deafening current issue.
Succinctly put, and correct.
To some extent the time for talking over. DFS done. Shovel ready. Appreciate the resubmitted angle, but like a planning application, by the time you submit that last amendment, its rubber stamp formality
Hope we're not kidding ourselves and the boxes are ticked, deals done. Only BOD know.