Member Info for swest42

Elevra will need to make a decision.

I'm not especially pro nor con on that, as we have options, but a decision is required 'soon'.

Concur. I think that news will start this month. Say start because I think we're in for more than one near(ish) term announcements. Strong suspician MIIF will follow the recent pension fund in. Then of course its the big funding matter, several well trodden options, or a combo. T/O cannot be discounted at any time. LS are well into what they need to do, their impact will start to fade. Oil disruption an EV tailwind, said somberley not at all flippantly as war is grim. Mere opinion as ever DYOR.

Agree looks like MIIF are finally being readied for entry

If they do finally find their chequebook and come up with a substantive sum, along with the pension funds it will lend an almost 'gilt edged' feel to the investment case here.

Whilst patience is key, it has also been stretched a very long way here. We need to start digging in this life not the next. I of course appreciate external factors like Iran are not within the company control, however the oil situation offers a very clear long term Li tailwind.

Sportsman's bet we don't do 13 tomorrow. Too much in prospect here for that imo even with macros.

Or I'll eat my perverbial hat (crunch 😆)

Respectfully disagree and I still think we're low post rat despite Iran and LS placement. I feel a rerate up is due. Time will tell which one of us is right, I respect your view BTW.

Rat a massive derisk event and not priced in here currently imo. Very few near term shovel ready spod mines, BESS and EV vs oil tailwinds. Increasing Li demand narrative remains in tact from where I'm standing.

FWIW. In again Monday. Have dabbled in and out TW over the years whoever I think its dropped enough, that time seems about right again. DYOR plus usual caveats.

Got there.

I'm HL, my vouchers arrived about a week ago.

Faith took a dent today, not an acceptable state of affairs at this late late stage.

Stepping back for a while, sick of talking and hearing about rat tbh, now this.

If SP gets spanked its deserved

Speak again if and when it lands. I'm staying in but, well yeah, just very disappointed. Good luck all.

Market not totally convinced what they're gonna do imo

Lots of positively. Lots. Aware of it all. But, what they're actually gonna do.

Totally aware its with committee. But point remains.

Agree with all that and sentiment appears positive.

On the risk side .. our friend Lepidolite has gone very quiet. I just wonder as spod reverts up again do the floodgates reopen for the cheap and dirty stuff. It happened last time.

There it goes

Iron will never be hotter

But. They need to actually strike said iron. They have form.

FWIW

in the exact position we are in right now and likelihood of rat, I fail to see why this hasnt jumped to something like 12ish

AIMHO

Lots of wise words emanating from all quarters.

I'm moved to ask where they've been for 2 years. No matter they're here now.

Looking/ feeling like traction ..

I'd just say to anyone keep it sensible, its AIM mining and its volotile, but dont disagree with your sentiment.

PS Counterintuitive as ever from the Trump asdministration vis a vis 'drill baby drill', then this running in parallel.

They want a foothold on critical minerals, oil aside, no doubt. They see where it's headed. BESS particular, tip of a big big iceberg, it'll outweigh EV and some in time.

I was aware of this DFC Orion funding. I cannot envisage any better project to match what they are looking for, the right jurisdiction, governance, mineral, and crucially timing.

Is rat about to be followed in quick succession to fully funded once more?

Something material has now happened. Look forward with positively to a resolution of the rat.

Catastrophe I think a bit harsh, but I'm with you on the thrust of your post

Nothing seems to be actually happening. Again.

no rat come xmas, I think all exploration needs to completely cease until they come to the party.

Enough is enough. A line needs to be drawn at q4. Just what are they playing at ??