Member Info for swest42

Just reflecting on your comments there and also more generally given recent news

Without a very good thought out plan B proposal from the ratification opposers, instead of vague notions about 'keeping wealth in County', I think it will be a very brave politician now that doesn't ratify

BTW I just don't think there is a plan B proposal, I think theres rhetoric, but rhetoric won't 'improve the Ghanaian nation', hard currency will, and I think they know it.

Huge amounts of production cannot happen, supply destruction, at spod 1000

I believe spod has to and will return to 1500-2000 by the time we produce. Demand is still rising, that fact is misreprented imo, because the rate of increase slowed, which is different. The upside to us at spod c.1800 in view of our position on the cost curve, is very significant.

Recommended listening guys

No need to LOL, wouldn't disagree with anything you said

AIM mining. Keep it real, that all.

I'm in quiet big here, we'll celebrate ratification together soon

ATB

Jeez

Testing. One for the believers

Opportunity for the brave

I hold, but not adding, one has to be realistic about risk

Certainly interesting to read your theory, because indeed nothing seems to shift it from 20

Unfortunately I think PLL are now on the 'risk register' for us now regards funding. Sad to say that

There are ample other suiters, for sure, but as u rightly identify, switching it all implies delay

We are not there yet, I sincerely hope PLL can deliver and all goes to plan 'A'

I'm beginning to join you on that view, because news keep flowing with no movement

Suits Assore to keep it low .. but that time window is closing

Yet still the SP does not materially react .. the power of sentiment, lack of

They are stating and sticking to the plan despite all the market turmoil. Credit where due

Don't know if anyone else caught the recent Sc insights podcast. Good research listen.

One crux issue imo. How long and at what capacity can China and Africa produce Lepidolite and direct shipping ore respectively for, the former if not both, below the cost curve.

I don't know the answer, but I think its an important factor in the Li outlook

Sub 20 to sell is absolutely bonkers

Incredulous

Rare to see so much positivity, so much going on, several materially positive rns s

but a resolutely, resolutely, low tepid SP. Assore offered 33 and clearly can make this work at 33 (understatemt), yet we're STILL 20 ??? Thats mad

Difficult to draw any particular conclusion other than wait if you have faith. we are so close now

Way too lo for me, but exactly that is the range where I think they try it, late 30s, if they try it

They wont get a better opp with us stuck pinned to 20

sub 40 will be easily and rightly rejected imo

Though I don't profess to know the inner working of the MMs, the SP action is other worldly hear considering news flow and developments, and it appears to me 'someone somewhere' is likely to be building a position

The Chiefs are good, we're under offer rejected 50% over current and likely due another, SP red ... hmm

Have to say there is now a clear air of momentum building

I am now utterly bemused how we haven't moved up from 20, imo the market is just so poor everyone is risk averse and had enough of the sector right now

Conspiracy theorists might venture tales about manipulation prior to offer. I just don't know about that. So I wait

Ratification. Does anyone have any hard data when they sit, when the date is, when the vote or whatever is.

Thx

When ALL delivers I'll buy a Spectre :)))