Member Info for swest42

nice to observe, but its apparent every tick is getting sold into and its range bound until further notice
The old sayings are a bit boring imo, but apply nonetheless : patience pays

sooner the better.
Is what it is, more prospective times ahead with willing holders.

Every one can sell whenever they want so on and so forth
I just hope DGR do no lasting damage with their unwelcome 'quest' to sell off. It wrankles me, but I'm well aware they couldn't care less what I think, and that rules of the game we all choose to play..
We're exposed down here that all

63 plus on a tear again, compare and contrast .. mad really
disconnect ..

Read superstitious:)
The brilliance of predictive text..

It might be tepid now, but FWIW I cannot this price lasting for much longer.
Tempting fete or otherwise is just suspicious; one element at a time this project is being systematically derisked to production. If the sp doesn't recognise that, then that is immaterial. Logic alone means each milestone makes it a stronger buy. No sentiment, no emotion, no falling in love with a share, just pure math.
Even if the cost overrun needs a raise, that is engulfed by the revenue.
Finally, it could easily, easily, drift to 70mT. Gl

And fundamentally, that why I also hold.
As long as the spod price remains stable, and there's even large headroom in our numbers to accomodate a fall and still be viable i.e capex opex, then times by a clearly increasing resource, its ££

Tumbleweed, tepid another word.
Difficult to sit through it, but the Ewoyaa is underway and ain't stopping now.

Agree, assume its DGR running down that book
I know anyone is allowed to sell as they please, still find it strange they see it logical to sell down at this juncture.
They'll have their reasons, it a free market ..

if u are adding sensibly on the drop, then in my book thats good buying. Good investing
Remember, something is being built up here, a very sought after asset in progress.
gl

Frustrating. sit tight. nothing else for it , its all been said.
Resource growing, spod price steady / rising.
SP completely at odds with intrinsic value

These results are further adding steam to what is a tighter and tighter fitting lid
imo its gonna blow.
Appreciate the DGR selling situation, so not gonna say when.
But blow it will.
You can't keeping adding to the asset and still be 30 odd pence, in a backdrop of very robust spod demand and pricing
Sit, add when you can. Whilst staying within limits. imo.

startling figure
Appreciate its not Contract, but nonetheless
And still certain banks talk about prices falling in 23/24; personally I continue not to see the justification of that.
too little too late investment in the sector, hard to correct that in short - med term. Too few near term mines ..

I think it has further to go. Keeping an eye but I think Spring may offer opportunity to scale in.
I wish mab well, but no room for sentiment. tough times

If the aim is to be most prudent, then the pfs satisfies that. Noted and understood. Maybe its for me to temper my natural 'exuberance', and to temptation and use a higher sped price.
Whatever way we odds it, its looking good here. Opex so low, much 'headroom'. imo

I don't really accept the spod price in the pfs. I think 2- 2.5k is appropriate.
When you multiply that by resource, and then consider inferred resource. Then whatever the current SP, you sit tight, well I do.
Even when the production starts, if the SP still doesn't recognise the value, then it'll come out in cash dividends
There are inherent risks, such as jurisdiction/ ML etc, build overrun, accepted. But ultimately theres a cash machine being built.
I suppose the one thing that does matter SP short term, if that we are vulnerable to T/O. That I also accept. And down here I think you're looking at a spectacular bargain and risk remove for an OEM; for a modest sum you 'have the rock'.
Its a simple build, not deep block cave like say SOLG.. gl

Just gotta keep going, stick to plan, shut out noise.
Spod price x resource. fundamental value is there in the ground and ain't going away.
Build it mine it sell it. Gl

saw that, sounds strangely familiar, there was another Li play that had a target of 196p recently, can't think who ..

despite the macros, it appears (to me) therefore that DGR are somehwere near the heart of our current malaise
Like all selling, it ends eventually
Despite my rathe rather 'rueful' posts of late, I believe in the asset, the asset is the 'core', despite any sellers, and I'm not selling.

fair comments Teddy.
FWIW, reading the macros overnight, Bonds market, Ukraine. Despite my frustration, I have to conclude it is the macros
People sell when they needs funds to cover and hedge, ALL and everyone else are not immune to these forces
Its a difficult period