Member Info for swest42

Excellent as ever. And a mention seconds from the bell :)

Continues to underwhelm, not for first time.
The negative world macros surely outweighted by positive macros of burgeoning Lithium demand, not so it seems.
Anyhow, its all been said so I won't go on. We have the plan; either resource increase or pfs next.
The SP, and the value, two very different things. gl

tbh, when ones reads that, its time just to shut out the noise, put the blinkers on and go for it, build the thing ASAP
If we get stopped by a massive bid so be it. otherwise build, ship and moneterise
It worked at $900/t spod, now insert any current spod price u like.
To say it stacks up is understatement, and what NPV / value doesn't show in SP will just have to show in divis, because value will come out somewhere .. it will rise to the top somehow. atb

Put another way. KP doesn't lay await at night wanting to sit in Lens chair, his is already bigger.
He likely lays awake thinking about how to get 500mill to fund a refining plant, but thats another topic.

When you listen To Keith talking about ALL, it hard to envisage PLL selling, their destiny is intertwined with ours, any problems for Ewoyaa are a problem for PLL, they want a successful Ewoyaa
As for any 'shenanigans', I think they've got enough on their plate, converters/ refining plants, bigger picture to worry about, they just need ALL to sort Ewoyaa imo, so when they 'press the button' its built and ready to ship

interesting

just read through some posts on HC for the first time
imo a good level of poster knowledge
what I read, very good on drilling down the numbers
I shall look in on it from time to time

I also think 50mT plus med term
Combine a realisitic / suitably conservative (3k?) spod price into the feasibility models with say 50mT ... the numbers should talk for themselves

The 1.39 and 1.43 holes catch my eye and they're not done yet
Above everything else, pfs, bids everything, even funding, sits the resource. They all follow from that acorn.
And its doing what it need to do. We're good. Who needs frills, just let the data lead.

thanks for your comments
More accurately I should have said 'come to fruition' not materialise, as I am aware they they are received.
Personally I think an update should be possible by now. But I don't materially disagree with anything you said, and frankly I don't know that much about assessing bids. thanks again, and yes patience is needed.

Though I'm very optimistic regards the forthcoming pfs and resource update, I'm also realistic that in this environment we may not get the huge reaction we really want
Notwithstanding, they feed through to asx and dfs, and possibly enact MIIF investment. We keep going.
It appears to me that the bids have not materialised, but again without any update, only conjecture remains, I'm a bit sore about the bid issue, or 'non issue', as it might be viewed.

PS. It's not going Chinese. Kind regards, FED.

40mT is my exact same headline target figure. Resource up, then pfs it.
The sp is testing us all to distraction. Just gotta hang in there, so much pending.
Bids and MIIF whatever. Resource size and pfs are the key that unlocks the chest.

I don't expect everyone to agree with this one.
I think an update should be made, by the CEO no one else, on 2 RNSs
I think an update should be made on the bids, and the MIIF fund.
And FWIW, without said update very soon, I don't think either should have been RNSd
RNSs then nothing make us look like we don't know what we're doing, or possibly worse.. I am acutely aware when a spouse sold up.
CEO role is different from head geo. Its a straightforward company .. bids must be well assessed by now, so whats the answers..?

Increased resource, followed by pfs, followed by asx
add decent spod price
Garnish with bid
Great recipie :)

Despite positive sentiment like this, PLL sp still struggling
I suppose its because they still need to raise more financing ?

FWIW I'm astonished at the current SP
So much news pending this cannot hold forever, even with macros
That comparison chart floating round twitter comparing us with Core; we're twice the resource size for heavens sake
And if you're getting anywhere remotely near 5k for contract supply ...

Good interview. Can't believe we're down here sp wise. Hope not too long now. Gl

the deficit chart around 11min in explains (to me anyhow) the backdrop to the recent contentious GS article. It appears GS were looking at talking total Li supply, not battery grade.
Personally I found the whole vid engaging as ever with these 2 guys, but especially the bit that unwrapped the above issue.

we can all agree on something,
the 30s is not where we want to dwell, and the sooner we are well north again the better for everything and everyone - finance, bids, BOD, my mental health .. the list goes on