The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Always happy to here from our fellow investors in Oz
Don't know how HC is treating you, as u can see LSE board is rampant LOL
No worries, to be honest its all been said, we need something to land now then get debating. Avid reading 'soon' ! ATB
This price just ain't acting like good news is about to land
We could do with a confidence boost to be brutally honest
Hmm. Its difficult when you believe in something, yet still still don't wan to be blinded. Wasa you shouldn't have written that post about losing a large sum when a license didn't materialise. It resonated with me.
We're good here, or so the storey goes ..
LOL exactly.
Guys, I don't happen to think its quite there. But in the grand scheme a week or 2 really doesn't matter.
However no doubt we are all so keen to get into it;
Neil, can u just send me a draft? that'll do :)))
Its always good viewing
Being completely objective, I just wonder how truly independent they are. They are self confessed Li bulls, one almost needs to balance it with a 'Li bears' podcast. Listen, I'm a bull, I like them, do we all here what we want to here is all I'm sayin. In fairness as they always caveat, not investment advise and DYOR, so like all sources, not to be used in isolation.
Yep - painfully range bound. 'welded' to 31 :)
I'm just not sure anything is gonna easily shift it in current environment apart from ML
However, post dfs, some more IIs may be able to tick off enough DD and come on board, so rather than immediate rise, a gradual pick up post dfs? know soon enough. DGR still represent a joker in pack, who knows where where they're at, they're not out yet ..
I'm not in it and know little about it other than sounds like not for faint hearted
Another salutary reminder, if one were needed, Blue Orca, about AIM and the sector we are in here, and keeping it real / within limits. Course it depends what your average is over there given recent gains, off topic
Anyhow back to us, so Mondays out - '#strike1' :)
It's good to talk while we wait, and several things could put a total rocket under it.
Here's another tack. 3% tenure drilled, not 30, 60 ... 3. No one talks about that enough.
People talk in hushed tones about 70mT. Sure, if there's not much else 'there'. The data infers something quiet different, deep, widening ore bodies. NH said its the most exciting project he's ever worked on if I recall. Neil possibly a bit of saleman (like many a CEO - KP), however I happen to think we could end up with with a huge situation on our hands resource wise. And I am genuinely excited about that, beyond the first production.
Of course, when we hit resource milestones above say 50mT, refining kicks in, Ghana want it. Then we're off to the races. Just how I see it. DFS next.
Teddy whilst I'd love ur prediction to come true, the market is weak atm. I don't think the retail money is there.
That sounds gloomy, not meant to be, I just think we'll need to wait for ML. I'm hugely positive , but atm market wise, I'm not sure the dfs will be the value accrediting event we crave. IIs will need more derisk to come in imo.
If I'm wrong, then great. Would love to be wrong.
Good to read thoughts, heres another
Whilst we are an internationally focused Company, we are listed in the UK (albeit elsewhere as well)
Whats dawning on me is, domestically, vis a vis interest rates, we are entering choppy waters. Unfortunately our timing in that regards is unfortunate. Macro Li EV transition, world Li demand great, but UK investors are feeling the old fashioned pinch, its looking shaky UK wise.
For anyone else also feeling this is undervalued.
I have a hunch everyone on here has seen 'The Big Short'. I periodically re watch it. I consider it an excellent film.
Research and conviction triumph over the wider market, but sorely tested in the meantime.
Some relevance here atm. GL and as ever DYOR.
I sense the tree being shaken .. think twice if u if u are pondering a sell
And it appears we are making the right appointments (Keith) in a timely manner
Despite my 'objective' comments from time to time, on the face of it the project is being meticulously planned, the planning is not always the sexiest part which doesn't always catch the eye of the market, but it will pay dividends.
If I recall we've got another consultant on board fine tuning the design, flows etc as we speak .. Its all looking encouraging (despite sp)
All fair points. the uk domestic market is teetering again vis a vis interest rates.
speculative AIM stocks will struggle, are struggling in this environment
Answering my own question really. Lot of macros
Anyhow, we move on, EV transition is happening, dfs soon, exact timing won't split any hairs on that.
For avoidance of doubt, in tune with you, be in early, stay in, reap future reward. gl