The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
And if we're all at ease that's good. Being honest with BO and things like this, we could do without anymore distractions. However, we have to remain open to scrutiny in whatever forms it takes.
As we bat one thing and another off, it actually makes us more robust. It stacks.
I need to get into that dfs, that's where the action is right now.
LKE news sent a shudder in me today, albeit I'm not in it.
Just goes to show how quickly things can change in this game we play.
Back with us, I think this raw Li export thing is a red herring, but it does illustrate how things one hasn't even thought about just pop up from 'left field'. Anyway, dfs soon, gl
Absolutely 45 plus. I wouldn't blink at that, totally justified. I sincerely believe we're in a superior jurisdiction to say Mali, the rerate you hint at is merely some sort of correction towards the real value, others have taken off and good luck to them, our time is overdue, BO didn't help. The road has been and no doubt will continue to bump. Huge upside imo, and that resource, as it grows, adds icing..
I'll hold u to that Teddy :)
News hardly ever lands when I expect, and the sp here often defies logic.
However, Q2 is waning fast and there's not many days left in the bottom of the barrel.
If they miss q2 I'm afraid it will not go down well, won't change LT narrative imo, but investors don't like missed deliverables. Sure they'll deliver as stated. Gla
Honestly. happens to the best of us.
Sit tight. dfs soon.
BB will liven when we have something substantive to talk about. Key points for me is the spod price we insert.
Tele is more lively if ur not on that already.
Dose of objectivity, I too would expect more interest pre news. Jury out on why that that is. For me I'm data led, I need to see the dfs, then all the well documented other news we await. Exciting, just a little tense as well. gl
Agree with all, key point :
'it would then be far longer before Ghana reaped any financial lithium benefit', and they know it.
End of day they have competition in Mali and several others. They go in the long grass at their peril.
FWIW I think they have no intention of long grass. Those 'raw Li' comments are 'unhelpful' though
Useful post.
They may indeed attract a Euro player to invest and refine, in the coming years, I agree with all with one small tweak, where saying 'it can wait', frankly 'it'll have to wait'
Refining may well come, but thats another day. If they try to conflate the spod and refining now, it'll stall everything big time. I don't frankly believe that is in play, I think there were some loose words used about preventing raw Li exports.
I can tell you now PLL will be be aware of those remarks and checking them out closely, they are on the hook with a certain Mr Musk .. Reason enough PLL grabbed a seat on the ALL BOD (Mr Brindle) ..
Those comments circulating on restricting 'raw Li' exports are either ill judged or something else hopefully the former
Appreciate Ghana want the value chain and refining represents that.
But thats for the 5th mine, not the 1st ,which is on the cusp now
One way or another this is all coming to a head soon. Refining is great, but its a whole new ball game starting with enormous capex. They need to tread carefully or kill the goose . .
I wish someone or something would put a blxxdy rocket up the tepid price
We're waiting multiple news imminently, has anyone told the market
Still not back to pre BO 36, and that storey sunk without trace. sw going to gym to - destress :)
Wheres this DFS ..
Without being indelicate, is it fair to say that SCs focus is Lake resources and has been for some considerable time
If it had been one of the other BOD going at this stage, it could have crashed today imo
But they haven't, and it didn't. So we're good. Q2 handful days left.
Your enthusiasm and vision is admirable and I mean that sincerely
Lets get the Ewoyaa going first.
In my day job I'm in operations, putting into action all the 'vision and strategy form 'upstairs'.
Nobody take what I'm about to say as a negative anyone because it isn't, and I'm heavily in here.
The time for talking from NH and others is waning, in a natural sense not a negative sense; we know the plan.
Theres another drum just 'tapping' in my mind now, however its getting loader by the week.
Execution.
And execution, doing it, is rarely as easy as talking about it.
The ball is on the spot. The crowd draws silent, as does the reckoning. The time is now.
DFS. Q2.
then ML, MIIF (if they actually have any money I'm not sure about MIIF), shovels, extraction, ports, boats, deliveries, payments, dividends banked.
Busy busy. Crack on.
atb