Member Info for swest42

I picked up more yesterday, and its been a while for me.
It is a classic case of patience whilst we await further news. But look at the news this time.
The difference to a lot of other AIM prospects is that news we await is no longer the preverbal drilling updates and exploration licenses, and 'Orphans' awaiting funding.
We await near term shovels in the ground news, and that is a rarified place to be in the current Li space.
Further, I've come to the position we 're in the prime jurisdiction for mining permitting, frankly I don't think much of developed Europe is the place to be. Take SAV trying to get on in Portugal. Sooner be in Ghana? I would.

Flying. Our time soon an all that ..

I dabbled in KOD as an outlier and made a small few quid.
The single one blocker for me going in big with KOD is jurisdictional risk.
I may still trade it a bit as an outlier only
I wish KOD well.

In light what we're producing next year, I find this very noteworthy indeed.
refining, that big next step, looks to me like Ghana is getting into the space in a very significant way
Nothing in life is certain, but one can definitely see MIIF getting on board here soon, a clear strategic fit
Historically , Africa has has poor connotations, with reason, but for the Li space, the ability to get things built is proving an advantage over say developed Europe. Example, they discovered lots of Li rear Rome.
A beautiful area, looks like the set from Gladiator, Lithium mine? no chance imo.

get the sense we're really pushing it now and rightly so; NH on the airways, this rns, 'Paydirt' etc and so forth
I sense a MIIF announcement 'soon'
As as footnote, imo at end of day I have to say, demand and the asset will sell itself. 'they will come', plus theres only 50% in the window ..
Love it or doubt EV; OEMS are devouring all the Li in their path ..

Taking it to a logical conclusion, the dgr selling could reasonably be considered a perfectly valid reason alone to keep adding here.
If is turns out to be 7/ 8 months, thats the buy window, because its hard to argue that, once it stops, as it 100% will, we rise, ?
That certainly no ramp from me, each to their own if they buy, just (my) logic though, and it only holds of course if u can have a med term outlook/ tie your money up

Agree, was about to write something nearly on both the points you have just made
Put another way, it seems (to me) range bound until dgr are out, and, I also wondered if another II would just do a deal and take the rest
final point, I still muse why dgr are selling, surely they'd be advised to let the ml do its work then sell out. They have their reasons and its their business, just seems odd timing to want to be out of such a prospect as is ALL

When a plan is stuck to credit where credit due
Long term watchers with unexpended tenure on their mind know this has further to run
560km2. gl

Shearclass I do struggle to understand and take a balanced view of options. I always kinda feel ripped off when options are issued, and that's my problem, my bad. I think ur post helps explain, good post.

your post is tough to read LL and you cover a bit of ground there, which I will ponder
I have to say, I would have liked to see the options a bit higher, and frankly some more milestones reached before reading about directors and the 'spoils'. Ewoyaa is great, but we are merely en route. A car without the keys as yet. Potential is just that. I'm not over the moon about the rns, but its not terminal. AIM mining.

snapping at the heels of 42 guys. Absolutely range bound atm
Good times ahead, yet tbh theres usually opportunity to top up with periodic retraces
I remember saying way back 'we won't see 40s again' .. A bumpy ride, never say never :)

I got the free shares and I wish ricca well, but its an outlier for me. I find the not listed thing all a bit 'amorphous', as time ticked on theres nothing materialised that I can trade or spend, but thats just me.
Main gig is here, very real and close, 'tangible'. Funded, end users in place (tesla), we even know where its being processed, the full value chain in place. I see it all mapped out. more MREs great, but we really await the keys to the car - MIIF (virtual go) / ML (actual go)

agree and look at pll flying again, just one example
I nearly pressed buy on pll a month ago at 41, my bad .. hindsight a wonderful thing. gl
One wonders how much certain participants have made on these recent dips

FWIW I think the recent KOD news has drawn additional interest
Different prospects, but both African Lithium.

Good to see some buoyancy
Its a strange share sp wise, always has been.
End of day NH for example didn't especially say anything remarkably new, conversely many times we have good news and sp is indifferent. I think the picture was/is complicated by dgr selling
As a LTH short term ups down don't bother me, but I'm oft quizzicle on what sets it off up or down; must be a hard one to trade if thats ur thing. When we were in the 60s I was sure it would carry on ... gl

Risk going off topic, but britishvolt demise is not good for UK plc at all, personally I think govt should step in, and that's rare for me as I'm not for Big govt.
Uk needs to be part of the giga space. Nuff said, Back to ALL, which as u rightly say is not to do with this.

Ever since NH took to the airways we seem to be entering a new chapter
But un never here sp wise, it can be quite 'idiosyncratic'
Long termers its immaterial as there is a clear plan being execuated.
Yesterday KOD news noteworthy imo, and encouraging, whatever your view on KOD, its the wider Li space.

when he mentioned 35mT sometime back I think he was thinking 'under promise over deliver', I so I think 35 -40mT mark this time
And we know this doesn't stop there .. imo it will end up 70mT and beyond. Thats for 'the future'

Do u know, listening to that, the sweet spot we find ourselves in, it's a wonder why sp didn't up from 60 not down, no matter, dgr an all that.
It's looking very good indeed here imo. Atb

I like KP, he's on the numbers, he's also a bit of a showman, that's why he's a ceo rather than FD imo, you need that bit of chutzpah.
It's a well balanced relationship we have with pll, be in no doubt whatsoever how much they need us. Without sounding unfriendly, I'd say the need us more than we need them, anyhow I'm glad to partner with them.