Member Info for swest42

Saw that and agree

Very fragmented picture atm - many positives narratives vs with the 'Li glut' narrative, its hard to decipher.

the Li price plunge has been dramatic, I don't think one can disagree

Again, out lo cost base and Feldspar etc etc should see us through .. but 1400 per ton spod being muted takes us below DFS .. probably good we're building for the next year. Little response on her to this, its an interesting area of debate I feel ..

Many positives here now, but does anyone have concern on this current market.

Benchmark saying Li surplus now till 28, seems a bit of a new unwelcome narrative. Anyone care to comment.

Yeah I know .. saw that - no edit facility :(

things perking just a little of late and sw feeling a bit more positive again long may it continue ... we should all stay grounded though imo, been through the ringer with this one a bit and I expect volatility will continue,

still - never boring !

ATB

Nothing is a no brinier, its mining, its AIM, there will be bumps, and everyone should stay within their limits

However.

This boat is 100% turning its bow in the right direction. and that bow is pointing towards Atlantic Ocean, quiet possibly at Tennessee in particular. And various potential suiters can see it, ML issued, clouds are parting fast.

Good Luck All. However, I feel we're in the process of making our luck here bit by bit.

Guys, things are hotting up, too much to go into just DYOR bit cryptic I know and my day job keeping me elsewhere.

Gina and ALB just tried to steal Liontown for $3, they produce in 2024. Assore just tried with ALL they produce 2025.

Neil et all, if you are reading , please please cling on, it's kicking off. Quid min, or as one of our alumini says, non negotiable 1.33.

We are so close but we have a target on our back, good luck.

2488. splendid, and realistic. More like it. Assore know full well we'll be shifting spod at that. And then our numbers are super. They tried it at 33, twice. Get the feldspar factored in, production costs are super low.

To reiterate, my own personal view is China spot being widely published is a convenient scaremongering tool to suit vested interest narratives, i.e entities looking to acquire good prospects on the cheap. 'Lithium has gone to hell in a hand cart'.Nice try, but it hasn't

Fair comments you make, duly acknowledged.

I am aware I post some positive and negative from time to time. But its based on what I see and hear.

this is one is positive, if not very technical

If we can hold this recent rise (kiss of death I know now I said it), imagine a ship turning slowly, its all going the right way. That Li price, which I'm beginning not to believe (flat earther), will turn. Inflation is falling domestically

Its all turning our way, production staff literally being recruited. Just hold on. Wait for the Tesla2 and numerous other little milestones. Greatness is within our sights if we are calm and focused, trouble is, we're in the cross hares, we are a target from hereon in regards T/O.

Thank the Lord we didn't let it go at 33.

Totally agree. This BO thing stinks no pun. They made those statements, which suited certain entities. The statements proved wrong, with no redress.

PS 33p. Ridiculous.

2026 renault twingo sub 17k

small slew of oem releases upcoming led by the tesla 2, they're battling big time now for what used to be termed 'mondeo man' i.e that crucial wider, extremely lucrative, demographic, the *****essential 'mass market'

byd are on it already with the seagull

that next wave of li consumption. its been all about upper end to date - your merc eqs at 80k, taycans, and that will continue, but is not the biggest prize by far. bodes well. gl

33. Nah. Too cheap. Bottom line. Suppose u can't knock them for trying, but its not enough. I reckon they know that.

In other news, I'm starting to not believe this spot price chart. It's getting stupid. How are the battery manufacturers functioning. I'm seeking corroboration from multiple sources.

HZM. Some very good guys there got burned. My 2 big positions were ALL and HZM.

I made a call iñ favour of ALL about 2yrs ago.

If my earlier post seemed negative, look at HZM. I am very wary of AIM. I missed a bullet, for now.

Being completely honest N2S, I feel conflicted here sometimes, but I think that is understandable. So many positives, yet we are at 20p with some inflated pay packets looming.

So many 'contrarieties' with Lithium, the current price fall is nothing short of dramatic, yet we're told about the unbounding demand, research indicates that, but its fallen off a cliff on spot..wtf is happening ? China I know I know, but such a drop, ?

Bottom line. I'm in and staying. I'd like to be objective without being too negative, if I could term it thus. a narrow path to tread sometimes, gl

As a LTH nice to hear you feel that way.

As ever, opinion: The situation here is not as black and white as perhaps it once was; unfortunately, remuneration sits heavy for some of us vis a vis NH et al.

AIM is not straightforward, there's plenty cash flowing out. We haven't built anything yet. We haven't sold anything yet. Take care with the 'unrequited' praise, nice though it is to hear, thats all.

As ever my personal opinion here

imo the biggest issue we're facing, along with the sector, is that dramatic fall in price, Spod and refined.

However, as inventories fall, and note EV demand is still rising, rate of increase may have fallen, but still rising

then there will be a significant, pronounced rebound in price soon. simple supply demand

The material is needed, in large quantities by OEMS. When the price is this low then high opex producers of refined anyway, simply switch off the taps. So the current status quo cannot prevail; not because I'm a Li bull / investor, just data led. Lo opex operators will prevail, and in fact 'ascend' in importance.

The Fool ?

oh no

LOL

Guys. This spot price thing is madness. It has to turn.

Despite my/our obvious continued frustration with SP, I still have to agree with you.

Faith tested, but the value will come out, I just hope its in this lifetime :)

'Predominant' indicators are that the short term Li weakness / will pass into deficit. I know that many in the outside market will be sceptical about that, but when you look deeper, that seems to me where its headed. And we will be ready. China malaise will pass for example, cycles, well they are just that ..

Agree. well said.

Real jobs, real currency, real investment. And a BOD that really have looked at this from the ground / community up.

Albeit, I'm afraid their enumeration is too high now imo, without having sold any product yet. Lets not go down that road, I'll leave that can of worms there.

'Unhappy and dissapointed', blimey it's the best rates they've got ever in Ghana I believe, better than all the gold etc.

It's a good deal for Ghana. Take bird in hand not two in bush. Old saying maybe, they should heed.