Member Info for swest42

on an entire different tack, crikey you could have made a few $$ this last couple of weeks on our partner at just over 40 :)

I'm with you Ham on your well received comment
However. As ever. its AIM. Its Potential value
I'm LTH and in big (big for me), and a firm believer, but as ever without the license, its potential value to which you refer.
Personally I don't think further resource updates will shift this that much, until the ML is attained.
No one please misunderstand this as a negative post. Its just the hard ****d risk driven world we live in. 'ALL' good.

resource upgrade due at some point, I think its 'soon'
Moreover, where future updates end up is open to opinion, I'm in 70mT+ camp, based on tenure remining, and other early indicators

bead read 'bad' /poor

Bit of general mainstream bead press ref EVs this week which I imagine the BB has picked up , reference Giles Coran article Times, debates on radio 4, allegedly some manufacturers pulling back on EV production due to public affordability. Some validity in all of it, but as ever it how its yo want to spin it
All part of the ebb and flow. Lots of chatter about lack of longer range, lack of chargers. Personally my take away is that EV and ass infra needs and is improving, but ain't going away, OEMs are 'tooled' now, hard to change that.
Affect of all the mainstream stuff on our SP in fairness I think is limited, we're deep within the supply chain building a very long lead mine (albeit we're getting to the end of that lead)
Of course a recurring theme is how much 'mondeo man' can pay for his new motor, and that figure must be keenly observed and understood by all EV stakeholders.

Yes, importance of ML cannot be overstated and permeates everything; whilst obvious to many wise heads here, over time its been 'brought home' to myself
once granted, a significant derisk event, aside from funding must be one of the biggest, after which the £/$ can flow easier, including long lead items which are on my mind (my day job large construction albeit not mines).
Some things simply can't enact without the ML. Eyes down for a full house then ..gl

1 Yr build, thankyou.
I think q3 shipping a tad optimistic but glad if proved wrong.
That first shipment will be a fine milestone. Not there yet and nothing a given. Anticipating good things here. atb

Whilst we await ML it got me thinking production. best case Q4 24 I believe.
Has a mine construction duration been muted yet? i.e shovels in to first production
I'm thinking long lead items
24 months .. time flies thats all. Thoughts turn to execution.
T/O may make it academic, but in the absence of, production beckons and 'operations' dept steps in

Bit lost for words why / how it's back down here so in my own time honoured tradition I'm gonna break from posting and checking sp every day when it goes like this. Mine aren't getting sold, see you in 23. Wish it could have been a better end to year here. Top up sensibly if u can; Basher reminds correctly of the risks, so sensible is stressed. Nothing a dead cert... lo 30s again, I thought that was all done with.

Agree, 1.50 absolute min for bid. Otherwise go for it ourselves and realise the enormous NPV. So much tenure remaining we can't accept less

If you go back over the RNSs, it's on record that there are bids for the company received. In fairness nothing further has been released on that front, and the bidders are not known. Bid rns was several months ago now, imo having heard nothing at all it could be a non starter. All gone a bit vague regards bids. gl

We know this may never get there in present form due to t/o, but in the absence of that, this sort of thing must happen . At some stage, even without ML, long lead items will need to be placed.
This is beyond prospective now. This mine is very likely indeed to happen. Much of AIM is not in that position.

Morning
Must admit I don't know where the poor quality spod comment came from as its quite the opposite, it felt like it could get long winded, so I left it.
I'm in and staying, each must 'paddle their own canoe' so to speak. gla

All views valid. Could respond to points raised but tbh sounds like it's not one for you. Genuine good luck in your other investments

Straightforward process even the crushing required was reduced, uses infra that's largely already there, straightforward enough mine build. Don't reinvent any wheels when no need.
I'm biased I know, but its a cracker.
And it will grow.

The ML has not been obtained, however I would that ALLand formally IRR have been carefully steering and nurturing the process for a long while, taking care to consult and include all relevent parties including community involvement. Whilst nothing is taken as a given, the application has been very carefully planned, much DD, the prospective MIIF involvement adds more 'cement'. Ghana has much to gain with the WA first Li mine, its a brave Ghanian entity that blocks all that perched inward investment.

He does. I would just add though, objectivity.
Be good to include someone with differing views
RH is a Li Bull, as are you, as am I, as is the panel. If it were question time we'd all be the same party
Get GS on :). Probably unrealistic, its a commercially driven forum, I appreciate that

Think of the money being made by having the 'power' (only because people sell) to created these dips.
This is the clear third time relatively recently this has happened imo
Meanwhile nothing changes here - DFS, assays pending, MIIF on verge, last time I checked the rail links and infra to the port weren't being dismantled ? ... madness.
Stick to whats actually happening in the real world

I can't odds this, and stand well corrected on my predictions of sub quid. I cannot square the SP with the economic outlook
I won't be adding to my modest holding at these levels
Quizzical ... people will not be going out much when the gas bill arrives .., still, GLA

Whether he explicitly said ìt or not, imo that's where this is headed. Not idle talk, huge tenure remains, and positive drill results are coming in outside original target areas. In time, there will be successive resourse updates taking this incrementally north imo.