Member Info for swest42

They extra hidden carrot here, not mentioned enough imo, its that Feldspar.

Once it flows free ride, we drop significantly down that cost curve, and at anything like 1200 spod that a good place to be indeed

1200 is a great barometer, great news

Well aware we are cycle or so from production, but these metrics do affect that other priceless commodity, sentiment.

I sincerely hope our news flows with what is looking like potential great timing

From my perspective / opinion on the share, I am now desperate to ratify here. I don't agree with the statement its a formality. With rat, we have control. Come on Parliament.

Lands soon. Crucially its £14,995

Thats the sea change that UK EV needs

Audi E trons and so forth are great, but with a typical 8 infront they are not mass market machines

These wider developments are very relevant to our storey

Guys, we can't talk it over the line. I know the positives.

And we work on a chunk less than that. Add Feldspar. The project economics tantalise, its there for the taking Ghana.

Project economics and our BOD offer me no further concern.

Ghana does concern; whilst LGBT and witchcraft rather than ratification as topics for discussion. I'm not saying that those other topics aren't valid, but I wish they'd just focus and get on with it, opportunity in plain sight.

Politely have to disagree but only in mild sense as broadly we are on the same page.

we need ratification in order to get going with long leads, if we don't get going soon we won't hit 2025 production.

Build program has some fat (K Muller), but its limited.

The time for talking is basically over, Ghana need to get on with it. Everything Ghanaian is very long winded and wordy, it gets rather tiresome (to me anyhow) GL

FWIW my opinion is that spod will end up around 1500 eventually

What I'm reading is its the incentive price reflecting the needs to constantly explore and develop, not just run down the immediate stock

900 spod has worked short term for running down inventory, but to produce ongoing quality contract grade material on time every month after month, any company need more like 1500 imo, reflecting all those costs involved in readying future resource, not just flogging next months order. Marathon not a sprint sort of thing.

ALL fit that outlook very well indeed; meanwhile it is undeniably painful theres no sugar coating that.

In fairness to PLL, they're recognising not ducking issues and taking action accordingly, which seems sound approach to me

Not for the first time here, have to say guys expected news today after the slight move yesterday, not to be. so we sit.

gl

Yes, encouraging from our partner PLL vis a vis funds flowing

Snatched comments here and there, hints .. anyone else getting the feeling that our off take is heading for BYD. hmm

Have to say surprised to see red albeit marginal red

OK thankyou for that

Could anyone venture where on the cost curve they are in dollers /ton / AISC ;

or does that logical question I pose simply have no answer if we think China are subsidising.

How deep are China pockets in draining the life out the industry, is that the alternate question

I'm not seeking binary answers, but its relevant stuff underdiscussed, moreover it will affect outcomes.

I have a question. Straightforward question no politics. if anyone would venture there thoughts that then appreciated

Lepidolite - China. DSO (direct shipped ore if I'm correct)- Africa. The ESG non compliant crap stuff

I don't think enough is known about it. We scorn it, but it keeps coming, its still there, and seems to readily expand.

What is the risk they pose. How much of the stuff can still emerge at spod 900, spod 800 ..? Thoughts

U know ur stuff so I'll cut to chase.

I know good peeps lost good family money trusting JM at HZM

Be careful. And just to confound, I'm in big here.

Let us all be honest. Things change after ratify. They would be mad, mad, not to ratify, but that is my opinion and I'm biased.

As a learned contributer reminded me on here, the EPA permit will be environmental concerns. Local jobs and alternative funding if not ratified, not interested regards environment. This is the biggest ŕisk here. It is AIM. Don't bet the house.

Keith Muller

'its not a race, its whose still around at the end' (or very similar words)

Liked that

Hi

not sure is that was especially to me, but if it was, briefly

Out terrible price not exclusive to us. Didn't say it was. Aware it isn't.

Aware of why spot plummeted. Yes. a whole subject in itself

tracking sideways. Ditto.

Lepidolite (and DSO largely from Africa). Very aware. Also catch D Sparkes on Twitter. recommended.

Cost curve our position. Aware. Its good.

handling drops. I'm comfortable with risk profile of what I invest in, hope u r too

know what you own. In since 2017. Base covered

ATB

It is undeniably a good sign

Something somewhere must arrest our continued terrible price

Conventionally its gotta be a buy down here, but personally my line is drawn, I'm full.

From a very selfish perspective apart from anything, I sincerely hope they know what they're doing and I've backed the right horse. gl

LOL if I had a pound for each time we've collectively 'felt like something is building' here I'd be as rich as NH LOL

I had that feeling when the ML was issued, and look what happened that day !

FWIW, I sincerely hope u r right. GL to all