Member Info for swest42

I've never called rat a formailty and still won't yet, but when the offtake lands, and I'm using when not if which is a shift in my position, then I'm finally willing to call rat a formailty. The impending offtake is a wall of perched funding simply too large not to be ratified, a huge inward investment. I'm pleased o hear it's at the fat end of estimates, leaving a small / easily manged residual funding gap, with several options for that.

If you study the terms used, we just had a bit of slip today. But it comes with territory. Offtake not imminent as in this week or next, but would appear to be 100 mill plus.

Overall plan remains in tact. Not one for the impatient. On a personal I crave action, I must simply temper my impatience.

I am the opinion, just opinion, that offtake is next week, with a caveat 'subject to full permits and rat'.

I believe its accurate to say no-one knows date for rat. Sticking with pure facts, if rat doesn't land q2, then prod 25 is unlikely imo. Not end of world, but a material slip.

It is becoming patently obvious we are about to obtain sign a 100mill offtake agreement with a Chinese Company, imminently, pre rat. Just my opinion.

BYD keep getting 'snatched' mentions, theres definitely something on the table vis a vis Chinese offtake

Any day hereon in Q2 is a potential news day

I believe Parliament is sitting again, can't decipherer their agenda, but is sitting ..

Looking a bit stronger, a strong [partner is better for us.

News soon guys .. it feels ready

Really? Wow. It doesn't actually matter that much in the scheme of things, but not a good look.

Incredibly muted response to listing, personally I consider it a significant moment

Anyhow, we plough on

Regards RICCA, I lost track sometime time ago, if you find anything meaningful I'd like to hear. Its listed on my HL account. I'm afraid I wouldn't hold breath about seeing the money again , but thats just my take. maybe it'll surprise

They lent a load of shares to FRG as far I know, all very strange

Looking forward to tomorrow. I think the listing is an important transition stage rather than necessarily a large rerater. It's a wise and strategic move.

The rerate event imo is ratification, then EPA then we finally have the comm, rather Keith does, then its GO

That I agree with. There considerable funds 'perched' waiting ratification imo

Post rat, hands will be revealed, could end up with bidding war, I think Assore have more to say ..

Its a simple enough build and a rare near term prospect, 'lo hanging fruit' in mining terms..

Good. Tick it off.

Getting more difficult for political shenanigans on ratification with each turn.

Its a Ghanaian company now. Ghanaian wealth .. along with MIIF

Seasons observers will agree that the SP often doesn't react as it should

However, the correct SP is still very depressed, feels like its trying to break out, I have to say I feel theres a fuse waiting to be be lit. And news is the spark that'll do it

The Achilles is indeed the NDC&Co, the politicians timetable lack of, we are not in control of that. It remains a risk.

Throw in GSE, MIIF, bids, MREs, off takes. A finely balanced scenario, lots going on.

Not sure PLL have the will for a complete T/O. I think they have enough going on stateside.

imo keep an eye on the as yet unidentified off taker. If we get 100mill from the offtake, then I think they could well have something to say. Someone like BYD have the pockets ..

Personally I think EU OEMs like VW and others are missing a wonderful strategic opportunity in plain sight, but I accept that ship appears to have sailed ..

Comments from Land ministry along lines of get ready for China investment on green critical minerals.

Joining a few dots, visits to Asia, the 5 in the offtake contain an OEM, I happen to think our off taker is quite possibly BYD. If it is, then with PLLs route to Tesla, will be very robust indeed here. It could be considered fantastic. Of course, I said if..

More actions and less words was sorely needed from my perspective, and here it is.

Well done BOD, you are now delivering the important milestones which you promised.

Fair play. On and up.

Patently clear the first of several near term critical events.

Agree with that.

A strong PLL is what we want, I'm not so sure its what we have, I sense a feint air of procrastination from KP, just my own opinion. PLL SP struggles, as does ours, but we are different, we have 'the rock', and not much capex needed in big scheme of things, still pretty 'agile' i.e very buildable and near term, much smaller than PLL

I think KP is less able to be so sure footed than he used to be in light of his SP, I'm not totally convinced they'll come up with the readies, happy to be proved otherwise

Ultimately, we have options. Lets see.

Perchance ?

Utterly bemused by the SP

expected a green

Spods going up. In line with anothers remarked here, I think I will also leave it alone on here for a bit

Good luck everyone. Is something 'the matter' here ? If it is, I don't know what it is. #AIM

Tantalisingly close for an entity so lo on the cost curve.

But close = no cigar.

Interesting q2 ahead? Just a bit.