Member Info for swest42

Huge dichotomy. The FT rightly says 'rush to secure EV minerals'. Yet the Li price has collapsed, average Jo can only conclude nobody needs or wants it, Li is a 'pup'. Both cannot be true. I do not believe the 1000/ t spod thing can last.

Extremely significant. China are absolutely stealing the march. You will be seeing a lot more BYD here soon, as other OEMs dither, being blindsided by the Lepidolite trick. As investment drains away amid manipulated spod price, China marches on. Its as clear as day to me. I was always suspect about that China spot graph that abounds.

I've very mixed for some time here, with valid reason, dismayed by Li price. I'm beginning to feel more positive, as other dwindle we're becoming more valued. And we are ex China

I also would everyone to listen to this. It fills gaps. I think NH could have articulated some of this better in interviews. No matter, as long as its out there now onw way or another. GH be mad not to ratify.

I wouldn't agree the share has a bad 'reputation' as such

Lo spod price, poor market sentiment, ratification uncertainty is weighing SP

If ratification was issued tomorrow (it wont btw as they are not sitting yet), I put it to out there this would rerate. Though I I said that about the ML and look what that did :). just sit tight imo. GL

It's a great read. All success to Wildcat. Sincerely.

Truth be known friend not silly at all. As old as AIM itself. Jeremy Martin. Burnt PIs. SXX. I've forgotten his name. Went from SXX and straight into Gin. Peeps lost life savings on SXX. I lost 3k when that joker blew up. AIM mining. You just be careful, it's great then it isn't. GL

Substation :)

substitution

I have a bit of time today, its been rare of late

Would just like to add one more point. Never ever underestimate the influence of the US in all of this

They absolutely will not let this go Chinese. We are on the frontier of the critical metal battleground. China is all over KOD and the like. The US need secure supply, until such time as meaningful substation arrives, and Sodium doesn't do it imo other than mini short range EV. thats me done for today. good to talk. GLA

Agree. and FWIW I also place great stock that those who are a lot closer in on this than you or I, are buying

Notwithstanding, I think ongoing and polite interrogation and discussion on here is healthy, no one should be shot down for asking difficult questions, and they haven't.

I think NH tends to readily 'gloss over' what he doesn't want to talk about. Perhaps a skill in itself. KP similar in some regards. GL

Without being too grim N2S, the situation we find ourselves in is not really a viable business model.

What troubles me is NH seems to completely skim over these obvious risks, he portrays it like a formality

I'm afraid it isn't . we are not stupid. I refer to HZM yet again because good people lost good money, all was well, then it wasn't..

I hold but not adding. GL

40p is too low for me, but I totally understand where 5toamillion is coming from

I don't think anyone categorically knows how this ends. Everything was great with HZM, till it wasn't.

How the spod price plays out is merely another prism we are looking through in our crystal ball

Wouldn't disagree with anything you said. 2 sides to the debate.

Its good and confident that they're buying, but that doesn't a make a ratify.

I find out position peculiar, we've rejected an offer some 50% north of where the SP is, Directors buying. Both big positives.

Against that, some of the comments emanating from the NDC, the judiciary, are more circumspect - along the lines of 'slow it down, take time, revisit it'. If they do this I think it will be a travesty for Ghana, and we tank and appeal/ renegotiate - - long grass time. I think its a great deal for them.

In summary many positives remain here, but there are risks as well.. its difficult to balance.

Maybe. And they are well renumerated if it dangles on

Thing us, on 945k, it's a win win. No?

Ratification is becoming more like the new ML every day

We need a date for this vote

without that we just drift and I think the jurisdiction sufferers reputational damage

I'm unclear why we're employing managers for 'operation readiness', in light of above, a bit 'previous', what are they doing?

The precipitous fall in spod .... much debate about if and when it hit the bottom

One thing for sure , when it hits the cost curve. then that is the bottom, as producers just stop

A complicated picture out there. Lepidolite further complicates.

This Mr Sparkes has written some of the most inciteful and engaging posts I've read recently

I for one will follow him with interest

Whilst I remain guarded about ratification, it is positive to see the purchases

There are glimmers of positive in the wider market imo, but its not clear cut and varying narratives abound

The opposition appear to have 'quietened' of late, I sense some US embassy influence in that regard, but only opinion no hard proof. Personably I'd keep it sensible here. thewse purchases are fubnded by high renemeration funded by youGL

Stay positive. ATB

Vs madam s akuffu

2 narratives. I'm not here to tell anyone what to do. binary.

Ted/ anyone

When is this vote do you reckon, its all I'm beginning to care about presently. A date