Member Info for swest42

I think fair to say dfs highly anticipated, personally I'm bursting to see it.

maybe I should 'get out more' but I'm being honest; highly intrigued what numbers will be used ...

All true.

And sometimes AIM overreacts to a slight delay

Thats when the well researched prevail

The well researched look for fundamental shifts or 'changes', not a weeks delay in a release. Under researched get to Q3, July 1st, and panic because the DFS didn't the final signature on it in time. The bigger picture is what counts.

Confession. I actually pulled over today just gone 7 to check lse, I was convinced 'that' rns was about to land after yesterdays rise.

never learn LOL

Bright times ahead here though .. Q2 :)

The dfs will be explosive for me, and many holders on here.

Personally though I think the market / sp explosion will only come when definitive ML grant or related actual Governmental permit news lands.

If I'm wrong and you are right i.e it explodes upon dfs, no one will be happier than me to be wrong / be corrected. gl

As Li market shifts (Li spot lifts, inventories lowered, MS comments - many signals) its blue here in line with most others

However, remains incredibly muted at 32, and still below pre BO. Its a tough road

I don't think Africa is the elephant, reference KOD in Mali.

Without getting into a big debate on jurisdictional, I believe its reasonable to say that Ghana is a superior juridiction.

I think its permitting. As I remarked on Tele, whilst I am positive, the time talking is gradually fading. Its coming to a head. I sense a bit of tension within Ghanain jurisdictional players. Whilst they want the best for the state etc, at some point they need to press the button. The DFS will pile the pressure on, my sixth sense detects it may still get fractious. Not usual when so much money and vested influence is currently at play. Act in haste repent at leisure. I believe Ewoyaa is a monster, with great power comes difficult decisions. Ask lottery winners, it's easy to get it wrong.

that could happen very easily indeed here imo
Materially since the 60p days, the company has only enhanced its position. The drop really is a strange thing, the market is the market, there are complicating factors, DGR being one. So we sit tight.

moist ? most

man the SP is acting 'tepid', yet again, gasping to stay with a 3, and with all the obvious positives in play this frustrates the best us us
Not the moist technical post. Good day all if anyones listening. Keep the faith (Bon Jovi 1992) ...

you're joining a few dots there
Not as far far fetched as one might think. Ghana clearly want refining as well.
Those recent Director purchases sit in my my mind (NH, AH), they didn't go in big without good reason... we'll see. gl

Well done Teddy, I was beginning to think we were having a sponsored silence before our Q2 news.
:)

I think this count down is more or less the top and bottom of it atm, the rest is noise
Head down. one milestone after the other. Build the the mine
Even if BO or someone came out with another report tomorrow, unless someone is 'carted off in handcuffs', buy the dips and carry on. We are on a course, good/bad/indifferent too late now for me, on a course, I for one am seeing it through.
BTW, EV is everywhere now, whole range of pure EV on new BMW TV ad only last night, huge requirement for Li, huge

blimey hope your not in SOLG lol
This is exploring and prospective transition to producer, and that friend is a marathon not a sprint. ATB

makes little sense to me
Historically you can't odds the SP action here, often illogical, and it appears that tradition is alive and well. People sell for many reasons etc and so forth ...
Meanwhile we sit tight, focus on the matter in hand, and enact the plan

seems to me sentiment is currently ticking up as we speak, as the well informed commentators virtually all predicted it would
Also noteworthy to us is that it was around this SP when the BO debacle struck, its good to get back in the same ball park, provides a bit if sanity
M8 seems to be long gone

not gonna lie, I'm checking in most days first thing because theres gonna be news

Few of my take aways from a wide range of very wise commentators

1. we're in a supercycle the envelops any short term dips, said cycle has way more to run
2. we're nearing the bottom price wise, or reached it; at this lo price certain streams stop producing and only restart at higher prices, and theres clear ongoing demand
3. things like Sodium - substatution. In its infancy, only really works for EV minis i.e short range. Can come to the party but won't dislodge Li
4. Seems to be a general agreement that Li has an 'optimal' price, somewhere 'in the middle', that is best for all participants be it miners, investors, expolorers, EV manufacturers, refiners, ending with Jo public. Too high and inefficient mines get built ..costs of cars too high, 'demand destruction'.
4. finally they don't seem remotely concerned about the space and the short term current lull in price, then u get into spot and contract split, and lag in contract prices, too much for here though. They put much weight on looking at contract price as opposed to spot.

Thanks all for comments. Others' thoughts help (me anyway)
What I just wanna close and say is that it's close. Guys we are close... and we want the cigar.
bring it on.

Whilst I sincerely hope the DMS, MIIF, resource rise, will do great things for us, I think the real value accrediter is the ML. ML the match to the tinder, the GO button. Personally my expectations are manged accordingly.
There's possibly some overhang from the BO saga leaving that wisp of doubt in some people's minds.
For avoidance of doubt, when ML does land later this year I reckon, then I happen to feel it could finally absolutely explode, buyer's for the material will flood in, suiters will flow in. Clear runway to NPV. Its a relatively simple build..

whilst I wish KOD holders well and see whats happening there, it serves to reinforce my belief that we simply must hold tight and wait
what goes round comes round