Member Info for swest42

I think these 2 Oz juniors are a bit of red herring here, they are different to us, different issues

'ALL is 100% backed in it's plans by the Government of Ghana'.

Is it, in its present form? that question again. If we don't get ML H2 then something is up. Once ML arrives, great .. re rate and we're off

Refer to dfs. In fairness the Project side is excellent, I have few qualms on that side, and Keith is there to build it.

My current 'area of interest', putting it politely, is Ghanian policy.

I am hopeful that H2 ML should resolve all that, and hopefully draw in new II interest.

A certain Mr Phillips won't let this run too long without certainty, maybe he has that already behind closed doors who knows.

A certain Mr Musk won't be interested in excuses. KP shrewd cookie that he is will run a risk register, involving plan Bs. We need to tread with care. We're back to that statement again ..

Livista, CAA, intermediary lithium chemical.

Up to speed on all that, way off though they are.

I can't see anyway out of it, a statement is needed. We could be here forever speculating. I see what Ghana are thinking, but they're out of time and wherewithal imo. Stick with the initial plan, export the spod.

Great team, great project economics, great.

Answer a deeper question, then the big money flows, until then, not so.

'What does Ghana really want' is the question. In fact almost the only question atm.

And thats Neils job alone to resolve. It will only be resolved in a room with Ministers.

Crack on please Neil, then make a statement to the exchange ..

I was busy at at work. 6.5 bit optimistic . I won't post for a while. Least u called me out on it everyone was too polite. I've only just sat down. atb

Noted, you are correct. Sloppy on my part.

If its any mitigation, not for the first time I conflate things whilst trying to make a wider point which is : As long as spod price hold, the revenue stream stands something like 6.5billion.

Revenue is indeed not profit, or NPV.

Belies a confidence, a steadfast adhesion to plan.

No blathering attempt to explain away the SP, no procrastinating, that's not their job, their job to build it, and they are.

No frills, Good RNS. shut out noise keep going.

Many moons ago I always call rock group said. 'if u like our new album good bless u, if u don't, god bless u'.

Meaning, we ain't changin, join us, or don't, its up to you. 24p, take it, leave it. gl

These sorts of positive articles abound, someone tell our sellers :))

I've given up predicting any bottom here, but we appear to have stabilised just a little today.

A bit of calm needed, theres been glimmers of panic. Ship needs to just stay steady for a bit.

Some MIIF or Govt news would be a great help right now, need an injection of confidence from somewhere. Our many positives, the market seems to have forgotten them ... just unloved atm

Look, there's no glossing it, I too was a bit dissapointed with the dfs. They tried to sell old fashioned more cost and more time, it didn't wash. The case stands, NPV etc, but the market punishes changes to the plan. If ur long ur ok I think. Neil oversold the dfs. People are cute, they need more money, they need more time, 'AIM AIM AIM'. Ewoyaa was lean and quick, it still works, just a bit less lean and quick. Note BOD, the market is a severe mistress.

It's painful atm, very. But just reflect, has anything materially 'bad' happened?

Aside from the sp, whats materially changed? Capex and dates, yeah a bit, but also early income streams..

Has the spod price collapsed? Just saying.. gl

Suitably clarified thanks both

I think this is a significant matter to understand in the storey here, and oft not talked about enough; by its nature, its somewhat 'opaque'

Will a tr1 appear when they're out, or do we just infer, or wait for a dgr update or other corporate update and find out that way

Be good to know definitively when that particular milestone / millstone (!) happens, if thats feasible for such events.

Its as significant an event as a many an RNS

I'm sketchy on dates and exact percentages in what follows, feel free to correct

Must be about about 18 months ago Mr Mather mentioned that dgr 'still' had 9%, that word indicated strongly (to me) their intentions

I think dgr are now at about 1%

My glimmer, my positive, is that this massive millstone of selling seems to becoming painfully to an end and when it does, surely we'll be set on a fairer course.

FWIW I yhink BOD have done and continue to do all they realistically can. Regards the wider market I think NH mused ' c'est la vie', which at first I thought rather flippant. But frankly never a truer word, from a man who recently bought a large chunk slightly higher. One company can't change overall market malaise, you have to let it pass. Interest rates and macro have drained liquidity, then dgr. But it will pass, for sound companies. Tin hat time.

Well written. I think time will indeed tell. Its a new industry. To some extent wild west applies until it settles. Uncomfortable for the likes of me, but wise words.

PS Obviously macros and wider market are contributors. Granted. But to this extent? Still doesn't add up to me.

I read widely about the space we're in, as most do on here. Partly, I hunt for weakness in what we're pursuing. Let's face it the share price is awful, we're not loved. So presumably something is wrong, somethings 'up'. But I can't find it.

Hard rock vs brine, we're better, spod outlook, robust. ML, looking excellent. Raising, don't have to. The othe 50%, more valuable by the month. substition- nothing brewing, sodium only does short range; tenure, 3% drilled. THREE PERCENT. I could go on.

I'm simply amazed by the sp. Amazed. Can only be dgr selling or something, because by all other logic, we have the rock, it's fabulously in demand.

If someone can come on here and destroy my argument, please do I want you too, because I just cannot see chinks.

For long termers, that spod price outlook is the thing to keep abreast of

Whilst that outlook holds, our case remains. little comfort I know on dark days like this..

I just bought. But market is ugly.

In this environment I wouldn't like to advise anyone else what to do.

And I certainly wouldn't want to predict the bottom

I've used funds that I don't need for a long time, in till production in fact.

'Bargains' out there, but stay sensible.