Member Info for swest42

Be a little miffed if no news this week after that tweet

Someones paid near 1millUS$ PA to do more than say they're busy and send holiday pics

Patience is a virtue and so forth but comes with a price tag. We could all be getting 6% in Nationwide ..

The tweet had no effect on SP

Buy on rumour seems have bypassed us. Lets see how the week unfolds

I've been a bit concerned for a while, but playing the patience card for now.

Something needs to move in July from my perspective. Sit tight.

Mike I'm with you on AISC 675 that the figure I use

Does that factor in anything for Feldspar I can't recall?, I don't think it does

Yes it would appear Ghana have a lilt fuse in their hand

Not gonna lie, its frustrating, the way they pontificate frustrates, from a western perspective

In the words of Nike, 'just do it'. 180mill inward investment in the offing .. jobs everything, mad really ..

Gone very quiet on the comms front , X so forth, KM AH et al

Let the RNS do the talking / calm before storm ? Lets hope so.

sp still not acting in anticipation / buy on rumour and so forth ..

FWIW completely agree Teddy I could have written that word for word

Not everyone else agrees on it, but thats healthy and why we have an open BB

2 days into July, we wait..

Another board started talking about 'Q3 news', I'd prefer to focus on July

One or more of the 'material' RNSs, we know what they are (they are not conferences local community involvement important though that is), needs to land in July, if we have any chance keeping to some sort of production timeline

This waiting game is not a cost neutral thing. All posts are opinion, others appear to be more relaxed, different opinions fine, I can see us raising again if we don't move on soon.

Conversely, and to demonstrate market awareness if nothing else, if one subscribes to Li prices rising only in 2028 but not before, one could make an argument no rush..?

Late but I never doubted it, like the rat? 😅

I'd say good timing. Tbh I'd be buying however fully loaded a long time ago.

I'm curious why the sp is not responding on the the anticipation of news, NHs recent interview doesn't seem to have shifted it

Upbeat and confident indeed.

We therefore look forward to the RNSs now clearly promised by July end.

I think the plan appears to be that rat lands, then a small slew of rns follow.

I think post rat, this long awaited MIIF 28mill should drop in, EPA must be close, as is off take

One possible snag is PLL, who are not looking too healthy and may be in self preservation mode, in which case we may have to look at plan B

If PLL don't FID, I wouldn't rule out BYD taking the lot off the table; personally I'll never understand why someone like VW didn't get involved but that appears to have long passed. Short sighted and may haunt in years to come. Note the prevalence of BYD in current advertising .. they're coming

It would be very stupid to us, inconceivable even.

Take a listen to how they are though, and u might start to wonder.

Do I think it will ratify, yes I do. But, Africa is different, can be unpredictable. Ghana is one of the best there jurisdictions nonetheless, imo.

Concur.

I think if things haven't happened by July end it is foolish to not accept there's a problem. We are are not there yet, the BOD have our full support.

'Forever' ! bit harsh LOL. We sit we wait. GL

Good luck with that. Many have tried 🤣

Whilst I think you may have something there, personally I could do without this kind of fun. ATB

Off take ?

MIIF 28M ?

Feldspar report ?

resource upgrade ?

rat ?

EPA ?

early DMS plant prod 2025 ?

???