Member Info for swest42

GS what are the graphite plays please
Weekend approaching , best sw42 research time ..
I noted GROC below, will check that with an open mind/ clean sheet

I can't see how its other than bearish for here
BUT, I fully acknowledge MAB credentials, just at the right price, which think is dripping in at a quid come Spring and raised gas cap.
Tough times ahead, stronger entities like MAB will see it through. Opportunity here

probably GS.
Arrogant

I'm glad they use the term ludicrous
Even if you are bearish, lets say we reduce from 40 to say 37 times more demand than supply over next decade. So what.
Secondly, what are these banks actually 'do' ? Unless they get in the ring and make permitted mines, which they won't, their commentary don't actually affect what happening on the ground.
Once you get into the Li market, you can only be led by data, 'talk' is just that. Auctions, contract rate, production rates, LOM, permits ... hard data, the end. Li mine, 8years on stream, can't buck it, even if you're GS.

GS can be as 'gut feel' bearish as they wish.
8575/t. take it. leave it
leave it because you're 'feeling bearish'? no problem, sold to the next paying customer. Mr Market.
Trouble is, cars need to get built, GIGAS must be fed, despite any bank report

These reports come out from time to time
Unless GS are able to incept/advise/ create/ bring on stream new supply, which they can't because they are a bank not a miner, then the fundamentals remain in tact and we move on, again.
Personally I'm only listening to entities who pipe up and says we've found 'x', we're funding it, its online in 'x' months /years. I can work with that. As for bank airing their 'thoughts', largely irrelevant to me, but I/we follow the Li market, unlike the average jo.
Combustion is dead /dying, Li demand around 40x supply next decade, what do GS 'mascinations' possibly do to change any of that? Are they going into exploration or something.
Hard rock, hard data, or frankly move on.

I'm sure they'll try but is it too little too late
OEMS should have 'got the rock' when they had the chance

hes got a bit of the salesman about him.
But the big chiefs need a bit of that, and theres plenty cake there as well as icing esp in terms of finance pedigree.

Bank,
Your element of caution is well placed. I'm in here big. But.
It's AIM, its mining. Its Africa. I know the risks, I stay sensible.
AIM is for adults imo, we all swim with sharks. Nothing is a sure bet, a no brainer. Black swans. Ghana could erupt in civil war tomorrow.
Nothwithstanding, am I happy with my investment, yes I am. GL

'spod prices have to come down'
Unless you know of a load of near term mines that I don't , I'd contend that. They could come down (no crystal ball here), but they certainly don't have to. They could also rise, a lot. Demand vs mid short term inflexible supply.

Me too. If this is the brigehead we hold around before moving forward in terms of news and all that accrues from news, I'm good.
TBH I'm also happy with the odd dip to top up as and when.
In my mind theres a clear road map ahead, clear objectives, clear milestones, and a route to unlock the NPV. Few grey areas, maybe just a bit around MIIF, but MIIF involvement should only be positive, and MIIF aren't the main gig, the narrative is underpinned by asset and associated spod price.

to the retraces of old ?
Are DGR finished ? who knows, I could say who cares ..

the independents being reduced / wipe out is a valid point, and I shall consider that point you raise.
Meantime, at 147 this is going from strength to strength despite my own reservations, market knows best ...
FWIW LTH I retain a small pot, so on a personal level the rise is good, but I won't be adding at these levels. I think Jan / Spring will present opportunity. regards,

Don't agree, though respect all views/ always polite
Waiting for sub quid. Do the economics, we 're heading for a long recession
MAB solid at the right price. I cannot see why its rising, disposible incomes will take another big hit come April when energy cap expires. Not a buy presently
ATB

All I would add is that Ghana is one of the very best pro business jurisdictions. Well placed to get ML through in a timely manner.
Secondly a lot of root and branch 'soft prep' work has been done from the 'bottom up', organically, keeping communities involved, MIIF involvement and so forth. Its a feature of ALL previously IRR, they've always gone it about in correctly imo. Rewards will be shared, benefits to Company, and to Ghana. Ghana won't want to to stand in the way / delay all that.

In short, we are! Production '24. In this game, thats near term.
Mine license, long lead procurement, its not a 2 bed semi :)
Compare contrast some really complex long burners like SOLG ..
ATB

Yes and no
CTL remains on my watchlist, trouble I have is finding time to properly research, hours in the day ...
It landed on my radar about a month ago, so their message is getting out
Whilst it sounds promising, for me to press buy I'd need to dig deeper.
My in depth knowledge here makes me comfortable, but its knowledge accumulated over time. Without that knowledge depth, others feel like rainbow chasing; in fact without the knowledge they are by definition a 'punt'

word for word agree with you/ Also agree a lot of lifestyle EU types getting paid a lot of ££ to talk about it all ... and nothing actually ever happens. Aware of SAV also

had to retrace a bit imo. Entirely natural
Somewhat counterintuitive to me, but I've initiated a small trading pot in line with some others on here, to reflect my understanding of the inevitable up and downs in any share
Overall narrative/mission/plan/ trajectory all unchanged.

A mainstream article, which profiles Li generally
What the mainstream don't appreciate, is the 8-10 years from inception to producing. Added to which in highly developed EU counties, the process is potentially even longer. Less so in Africa.
To the uninitiated reading this, Italy will be digging it up 'next week'. Li mines are very long term inflexible things, if u have a near term funded one at grade, hold tight to it, because its scarce.

https://www.thetimes.co.uk/article/lithium-galore-italian-town-finds-huge-deposit-of-vital-electric-car-metal-5zxdbnb29