Member Info for swest42

Big week ahead here.

Albeit I feel obliged to add, noone sensible would disregard world events in the last 36 hours.

Good to read thoughts, heres another

Whilst we are an internationally focused Company, we are listed in the UK (albeit elsewhere as well)

Whats dawning on me is, domestically, vis a vis interest rates, we are entering choppy waters. Unfortunately our timing in that regards is unfortunate. Macro Li EV transition, world Li demand great, but UK investors are feeling the old fashioned pinch, its looking shaky UK wise.

Habitually it opens higher here then drifts back throughout the day to close around same

Seems to happen every day

Is there any particular rationale to this, bit strange thats all, its quiet regular

For anyone else also feeling this is undervalued.

I have a hunch everyone on here has seen 'The Big Short'. I periodically re watch it. I consider it an excellent film.

Research and conviction triumph over the wider market, but sorely tested in the meantime.

Some relevance here atm. GL and as ever DYOR.

I sense the tree being shaken .. think twice if u if u are pondering a sell

And it appears we are making the right appointments (Keith) in a timely manner

Despite my 'objective' comments from time to time, on the face of it the project is being meticulously planned, the planning is not always the sexiest part which doesn't always catch the eye of the market, but it will pay dividends.

If I recall we've got another consultant on board fine tuning the design, flows etc as we speak .. Its all looking encouraging (despite sp)

All fair points. the uk domestic market is teetering again vis a vis interest rates.

speculative AIM stocks will struggle, are struggling in this environment

Answering my own question really. Lot of macros

Anyhow, we move on, EV transition is happening, dfs soon, exact timing won't split any hairs on that.

For avoidance of doubt, in tune with you, be in early, stay in, reap future reward. gl

On a different tack, the market just isn't buying our prospective news (dfs) is it

And I don't really know why.

Informative post, bit and pieces to ponder therein regards dfs s in general, some new thoughts there

I consider us allies Teddy on the same team, and as such, a sportsman bet.

If they dfs Q2, I'll donate £20 quid to a charity of your choice.

Q3 I believe

Hey, one of us'll be right. atb

Sorry to upset anyone but theres a bit of AIM speak creeping in there. 'working hard' means its not ready yet.

I think the dfs may slip a little, just a little, beyond Q2.

Look, if it does, not end of world.

gl

And if we're all at ease that's good. Being honest with BO and things like this, we could do without anymore distractions. However, we have to remain open to scrutiny in whatever forms it takes.

As we bat one thing and another off, it actually makes us more robust. It stacks.

I need to get into that dfs, that's where the action is right now.

LKE news sent a shudder in me today, albeit I'm not in it.

Just goes to show how quickly things can change in this game we play.

Back with us, I think this raw Li export thing is a red herring, but it does illustrate how things one hasn't even thought about just pop up from 'left field'. Anyway, dfs soon, gl

Absolutely 45 plus. I wouldn't blink at that, totally justified. I sincerely believe we're in a superior jurisdiction to say Mali, the rerate you hint at is merely some sort of correction towards the real value, others have taken off and good luck to them, our time is overdue, BO didn't help. The road has been and no doubt will continue to bump. Huge upside imo, and that resource, as it grows, adds icing..

I'll hold u to that Teddy :)

News hardly ever lands when I expect, and the sp here often defies logic.

However, Q2 is waning fast and there's not many days left in the bottom of the barrel.

If they miss q2 I'm afraid it will not go down well, won't change LT narrative imo, but investors don't like missed deliverables. Sure they'll deliver as stated. Gla

Honestly. happens to the best of us.

Sit tight. dfs soon.

BB will liven when we have something substantive to talk about. Key points for me is the spod price we insert.

Tele is more lively if ur not on that already.

Dose of objectivity, I too would expect more interest pre news. Jury out on why that that is. For me I'm data led, I need to see the dfs, then all the well documented other news we await. Exciting, just a little tense as well. gl

Theres nothing like opening up an rns and seeing ... conference LOL

handful of working days left in Q2, just sayin .. :)

We do like our conferences

Agree with all, key point :

'it would then be far longer before Ghana reaped any financial lithium benefit', and they know it.

End of day they have competition in Mali and several others. They go in the long grass at their peril.

FWIW I think they have no intention of long grass. Those 'raw Li' comments are 'unhelpful' though

Useful post.

They may indeed attract a Euro player to invest and refine, in the coming years, I agree with all with one small tweak, where saying 'it can wait', frankly 'it'll have to wait'

Refining may well come, but thats another day. If they try to conflate the spod and refining now, it'll stall everything big time. I don't frankly believe that is in play, I think there were some loose words used about preventing raw Li exports.

I can tell you now PLL will be be aware of those remarks and checking them out closely, they are on the hook with a certain Mr Musk .. Reason enough PLL grabbed a seat on the ALL BOD (Mr Brindle) ..

One of the recent copper bottomed positives in all of this is the large money NH and AH poured in

To say they are close on it is understatement, and their own money - you cannot beat that endorsement

Those comments circulating on restricting 'raw Li' exports are either ill judged or something else hopefully the former

Appreciate Ghana want the value chain and refining represents that.

But thats for the 5th mine, not the 1st ,which is on the cusp now

One way or another this is all coming to a head soon. Refining is great, but its a whole new ball game starting with enormous capex. They need to tread carefully or kill the goose . .