Member Info for swest42

Correct/agree. As ever dyor. Sands are shifting, I can't put my finger on it, our own situation has nuances, I don't really get dgr. NM said we 'still' have 9%.

This US bill indeed seems to be changing the game
Dash of good fortune in there on the timing front ref asx pfs

Bit of a blip today here and we appear to have a bit of a DGR situation, but look wider, there's positives, PLL currently 6% up at 53 ish and looking on the way back

We appear to be doing 'quite well'
#sw42restaint
Only joking, gla, bodes well

8 quid, yes I might sell a few at that, and move .. :)

I won't say things like there she blows because it gets me in trouble
So, 'it appears to have retraced its way to 36, which is a welcome small milestone along the road to sp recovery'
#sw42restrained :)
More seriously, nice to see us getting somewhere, its been a while, gla

good replies, with figures / data, which I will 'digest', thankyou
The essence of a good board imo is to exchange like this, and come to an informed viewpoint

people talking about us using $1500/t in pfs, have u seen that latest auction price? which I always caveat possibly top end / untypical
conservative is great, but have to be realistic, surely say 3k in pfs,?

Sometimes best to keep quiet when 'the Fool' mentions you :)

I don't think it was our finest RNS, but lets see what if anything unfolds in that direction, best to be 'receptive'.
PS I'm 'seriously thinking of buying a few more' next Thursday, so they'll be an RNS reflecting my thoughts on Wednesday just in case; I think its important everyone should know what I might do as well.

MIIF.
who ?
oh yeah, I remember them, just :)

Confidently put shearclass. I'll look forward to that day :)
I would just add that DGR, back in the day waxed lyrical all about 'scaling' companies, I can't think of a better opportunity than here, bit early to get out ??
As you say, they have their own strategy..

Albeit I think we'll get where we want to be eventually, on every rise theres still someone offloading chunks
As someone commented on here, I suppose its important to look at volume, as the sells are getting mopped.
What a weird time to sell? we're on the cusp of just about everything each to their own

27k drilling done, the bulk of the present campaign.
Just a bit surprised they've said no current drill results will feature in the forthcoming pfs

fair comment.
Been a while since I saw a 9% on the rise, so forgive the overexuberance.. been a bit desolate here of late to put it mildly
will cork it for when we're back in 50s.

had to happen ..
Resource. Spod price.

Times are indeed a changing Teddy.
Just joining a few dots of my own, social commentary.
My neighbour just got rid of his big old XF and bought a Skoda Enyak. It looks modern, it looks, how can I put it, 'now'.
My son, 11, remarked he loves the look of it.
The thing is, it doesn't seem strange or 'leftfield' anymore, I just have a hunch that soon everyone'll be doing it ..
I think the era of the big ol' guzzlers is slowly ending ..

the tide is rising, and all boats rise
Many of our 'compatriots' / peers are drifting up now
I care not for the day to day much anymore, given up with that, but more widely, its looking like we drift back up 'soon'
Not idle talk, the 2 absolute key metrics I use are spod price remaining robust, which it is, and recourse size, which is patently rising. One must draw ones own conclusions. gl

SC. hmm.

looks like PLL is back on the march
some encouraging comments on Rock stock in that quarter
Whilst I don't hold it (that may change), as our main partner, I think it wise to take an increasing interest
KP quite effusive, dash of the showman in there, but CEO needs some of that in the mix imo, could be termed charisma. Good thing is hes clearly all over the numbers, which is what I value more. Wishing PLL good fortune