Member Info for swest42

Last ICE Golf, the mk8.5 no less, about to run off the line to give way to EV

Like or loath it, the bandwagon EV is happening.. and it's indistiputable what it needs.

Just to add to that, Lepidolite coming on the scene has also created some fear and confusion. I think Lepidolite is a sticking plaster, fails on esg and requires unworkable tons of ore to feed the growing market. But, its had an affect, I think its emergence surprised many. The opportunity you describe here I think is valid.

Fair comments N2s, tis true indeed people sell for different reasons, and their own reasons, not for me to judge.

Big scheme of things I've been feeling better here of late, but that sp just will not shift, and that frustrates. The wider market remains poor, many are calling the bottom, 950 per ton really has many on the ropes, we'll see. Not producing until 25/26 should see us right, but nothing is certain. ATB

Anyone selling down here, and at this juncture, must really need the money and probably shouldn't dabble with AIM

Imo this is a positive rns demonstrating a process, a plan, continues

In light of more recent news, particularly MIIF on board, I happen to currently think 20 is now materially undervalued, and I don't understand it. I wait and I hold. After some time, I'm feeling more positive.. SP now just mystifies me

I also consider the stake as de facto Government

Piles on the pressure to ratify. Not to ratify post today rns, is to destroy your own national wealth ..

I think the significance of todays RNS has been largely missed, or not understood, by the wider market

Significant positive news.

Put simply, I don't understand that the SP has not reacted, and also I do not understand the current SP still down here

Its material news today, considering who MIIF are connected to

For my own part, all I can do is continue to hold and wait

40 is too low for me

but, they care not for me, and imo they'll come in under 40

Opportunistic timing indeed with spod the way it is

With Chiefs on board NDC and any other dissenting voices need to present a credible plan or desist. If they espouse increased royalty fine, but they need to name the investor/ source of funding willing to accept that reduced return. There isn't one. Not to ratify ìs nothing short of self harm.

I find it strange we have no 3 infront. 33 rejected. Bid incoming. 36 pre BO, but BO was false and no rerate after.

Conventionally it's a buy imo. I'm taking no more from here as I can't live with the wage bill, but if you can live with that, would appear to be a buy from here.

Just saw that. Potentially, thats huge.

Its really best not to use the term certaint. The two events you state are not certain. That fact alone is in fact certain. Just don't bet the house. I sense PLL are rocking. AIM.

Ditto, Don't understand, where is the sale rns

40, no from me

I think an interesting proposition to you, and many, is would you take 50 pre rat.

That's a sidewinder of a question

50 and I'm done with a heavy heart. I think they'll try sub 40.

T

Yep

Thanks for summarising. I couldn't really fathom it.

Wow that's a lightweight read

Hope you read it all! can give us an executive summary please :)

Some concern PLL

Just be careful

If we get through this it might be OK, it's hairy

I think the Chinese decided to break the market. Trouble is, its working.

Agree with at, apart from the bit, as I feel unable to add more without ratification.

PS if any GH loons manage to not ratify, a big gate opens saying hello China welcome to Ewoyaa, PLL probably vanish, and sw42 is done on AIM for good in disgust. The latter is not particularly noteworthy other than for me.

HZM shook me, I dodged a bullet, but this AIM is risky.