Member Info for swest42

More open references to Ghana.
Theres no doubt we're 'baked in' to their plans, and make no mistake, because they need us
A very healthy 'symbiotic' relationship
Whether we get T/O before we feed LHP-2, who knows.
At the right price I'm game, but (for me) it'd need to be some price, otherwise, we crack on.

FWIW imo the sp will 'accredit' / rise once the asx list is supplemented by pfs and res update
I don't have enormous expectation on the list alone, rather the list supplemented by new market data
Key metrics are the spod price used in the pfs, multiplied by a number 'north of 30mT'. Potentially giant CORE comparible numbers laid out in the open, in fact superior to CORE as the resource is much larger. Then they will come
AIMHO

many underlying positives; which indeed do not change because a listing date moves, or even pfs date for that matter
One being the long waiting list now for EVs with pretty financially sound customers. Frankly the types who will weather the gas price. Its reasonably solid demand from a 'financial demographic' perspective, if I can term it like that. My boss is on an 12 month wait for his new EV beamer, disgruntled maybe, but not going anywhere and will wait with funds..
Don't get me wrong, macros remain a concern, and only a fool disregards them; But I think even they are outweighed by the overwhelming demand for the product we have.

Surprises.
If the intention is to drop pfs after list that leaves a very small window
Are we managing events or vv. Not the best.

Morning, Whats the debt position please

If you had some beginners luck then genuine well done.
Just don't make that fatal mistake that it will happen again and again.
Enjoy, stay grounded, stay within your limits.
I wouldn't dream about telling you what to do but the oldest tricks are best. If you're up, think about pulling a bit of stake off the table. gl

thanks for the feedback both
SM, I'm glad u mentioned the resource, as the its the resource, the value of, ultimately which underpins my faith, beyond share options and the like. Also agree, we don't know peoples personal situations.
May not here much more form me now before news, I think the choices are now laid out for everyone to judge.
Just personally not sure theres a lot more to say for ref ALL micros
likely speak some time after Sep 8th. Obviously we all keep an eye on ever relevant Spod market and wider macros in the interim. GL

Hi SM, It's probably getting to the stage where the talking dies down until the action starts. As I say, everyone must make their own decision and gl to all.
I want to just ask you one last thing if I may then close. What's your take on Len and his family selling, not taking options, and lack of apparent skin in game, Vincent Estate selling large at 34p. Lens activity in causing concern to some on Tele. You sound like it does not unduly concern you, if not why please. Genuine question.

So many positives, yet being brutal, the sp is still not acting like its anticipating some seismic event
There are reasons, dgr being one, they've been well explored here and elsewhere.
Personally I'm comitted here win lose or draw, but there remain some confusing signals, that even as an ardent supporter, I must acknowledge, skin the game, BOD sells, not takin up options, extending options all spring to mind.
End of day one makes a decision and goes with it. I've made mine but understand anyone who takes a different stance.
In fairness there only seems to be sensible souls left on here, the 'no brainer' lot are elsewhere
I think this ends well, but it requires thought, based on research.
As Q3 marches on, we haven't long to wait ..gl

DrJ,
I note one point you remind me of, its important. PLL 'need' us to succeed.
They've put out to wider market that the 'Ghana operation' will feed LHP2. Its a definitive, clear statement of intent, unambiguous. Its 'all in', if Ghana doesn't happen for them, they know they will have to explain where they're feedstock is coming from, and they're working in a very savvy environment; with so few mines, you can't fluff your way of that. Theres is no comparable available 'gear' available elsewhere.
KP need us more than many think. GL

1. I don't theres an 'obsession' with PLL, they're a partner, they're doing well atm. Its a relevant point of reference, a topic whilst we await big news. Gives confidence in funding. Line drawn, they're not us, thats that.
2. Lot of chatter on here and elsewhere about BOD sell back, lack of skin upon asx list. Some validity imo, all views valid. Pitted against the 'comparables' viewpoint of - i.e get it up against peers and it'll rate.
I'm afraid its a classic pays your money take your choice. Truth be known I don't think anyone knows for certain how it will go post asx.
I'm in and staying, but if u need to see more skin, then it may be time to split.
On AIM theres innumerable examples of those who know more baling before terrible news. I don't think anyone on here would disagree with that single statement. We always swim with sharks.
PS add DGR queering the pitch, only serves to distort. GLA DYOR, and def stay within your limits.

PLL pretty staggering of late
All I can say is surely our time again will come, soon, even with the dgr situation

A well received post, rightly so
All I would say, it can't do much with DGR selling into every rise, clearing significant overhang, ?
When they're done, great
I'm a huge lth supporter, but may as well say what I see
Respectful debate to contrary I'm all ears

good volume but am acutely aware of DGR situation
I don't suppose anyone really knows how much they need other then DGR

necessary evolution in play
sell down price fair
We continue on the course.
Personally I want to see the data laid out next to CORE in the same market
8th Sep .

The resource size is at the root. This trumps everything. Soon to rise. Personally I think it should be issued before asx, others differ.

With PLL high, and us still relatively low, we're vulnerable. It's not especially healthy, esp for us.
We've got an achillies in DGR. KP could rightly move and say 'it's only business'.
We need to pfs & asx.

Flying. Should bode well for us.
PS it's flying because I 'nearly' took a few recently, and thought, don't do it, it'll pull back after recent rise. Dis u know, if I had jumped in, it would have fallen :)
How many times does that happen ..

DG1, make no mistake It was a tricky question, certainly no simple yes or no answer.
I think you have answered it well and thankyou for taking the time for your thoughts and explanation. I can see it has been of interest to others.
Moreover, I agree the selling is finite, and when it concludes, our sp will be 'unencumbered'. ATB

If anyone a moment and requisite knowledge. I'd appreciate a few words ref DGR. I'm not quite sure, are they with/ for us , or something else. Where are they. Mike mentions bad blood occasionally.
They say they evolve businesses, I watched their presentation, Nick Mather said we'still' have 9%. If u want to grow a business, surely we're ideally positioned?
Secondly, if they wanted out , wouldn't they place huge sells, say £1mill, why the perceived trickle. Thanks