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Hi
not sure is that was especially to me, but if it was, briefly
Out terrible price not exclusive to us. Didn't say it was. Aware it isn't.
Aware of why spot plummeted. Yes. a whole subject in itself
tracking sideways. Ditto.
Lepidolite (and DSO largely from Africa). Very aware. Also catch D Sparkes on Twitter. recommended.
Cost curve our position. Aware. Its good.
handling drops. I'm comfortable with risk profile of what I invest in, hope u r too
know what you own. In since 2017. Base covered
ATB
It is undeniably a good sign
Something somewhere must arrest our continued terrible price
Conventionally its gotta be a buy down here, but personally my line is drawn, I'm full.
From a very selfish perspective apart from anything, I sincerely hope they know what they're doing and I've backed the right horse. gl
LOL if I had a pound for each time we've collectively 'felt like something is building' here I'd be as rich as NH LOL
I had that feeling when the ML was issued, and look what happened that day !
FWIW, I sincerely hope u r right. GL to all
Just reflecting on your comments there and also more generally given recent news
Without a very good thought out plan B proposal from the ratification opposers, instead of vague notions about 'keeping wealth in County', I think it will be a very brave politician now that doesn't ratify
BTW I just don't think there is a plan B proposal, I think theres rhetoric, but rhetoric won't 'improve the Ghanaian nation', hard currency will, and I think they know it.
I believe spod has to and will return to 1500-2000 by the time we produce. Demand is still rising, that fact is misreprented imo, because the rate of increase slowed, which is different. The upside to us at spod c.1800 in view of our position on the cost curve, is very significant.
Unfortunately I think PLL are now on the 'risk register' for us now regards funding. Sad to say that
There are ample other suiters, for sure, but as u rightly identify, switching it all implies delay
We are not there yet, I sincerely hope PLL can deliver and all goes to plan 'A'
Don't know if anyone else caught the recent Sc insights podcast. Good research listen.
One crux issue imo. How long and at what capacity can China and Africa produce Lepidolite and direct shipping ore respectively for, the former if not both, below the cost curve.
I don't know the answer, but I think its an important factor in the Li outlook
Rare to see so much positivity, so much going on, several materially positive rns s
but a resolutely, resolutely, low tepid SP. Assore offered 33 and clearly can make this work at 33 (understatemt), yet we're STILL 20 ??? Thats mad
Difficult to draw any particular conclusion other than wait if you have faith. we are so close now
Way too lo for me, but exactly that is the range where I think they try it, late 30s, if they try it
They wont get a better opp with us stuck pinned to 20
sub 40 will be easily and rightly rejected imo
Though I don't profess to know the inner working of the MMs, the SP action is other worldly hear considering news flow and developments, and it appears to me 'someone somewhere' is likely to be building a position
The Chiefs are good, we're under offer rejected 50% over current and likely due another, SP red ... hmm