Member Info for swest42

fair point.
I'll be really honest - I only have use of Tele on a tablet and the format doesn't suit to me typing long posts, my work PC blocks Tele for some reason
So, I suppose, its more 'sw42 reformat your tech u wally'! :) ATB

one other thing. Lot of chatter and some criticism about BOD on Tele.
Len and BOD are solid. Yeah hes geo background newbie to CEO role. But my point is, as long as someone inherently 'sensible' is in charge, profit will be realised, just let the resource do the talking. Data lead.
Listen to Len speak, is that someone inherently sensible and responsible? someone who wants to realise a legacy? undoubtedly imo.

Spod price. Good contract rates for good grade material will be with us for years imo
Material is owned by us, and not going away.
SP is SP, but intrinsic value cannot easily be destroyed barring a black swan that no one can predict by definition.
So in my view, using just pure logic, stay around for the spoils. It who's around to collect that profit at the end.

Yep. Outrageous. Correct.

well written. you are clearly well versed in macroeconomics, and the relationship thereof to geopolitics.
Everything is interconnected.

despite obvious pain here, have to agree Dunkirk
Len has set out the intention, and appears to be enacting the stated plan, and from where I stand, its all spot on.
What more can he do ?
Permit a musical analogy, a band produces an album to the best of their ability and puts it out there. How its received is a matter for the audience alone.

this DGR thing re selling. why would they invest elsewhere when you won't get a more prospective juncture than ALL now.
Only DGR know the answer, but its seems senseless. Their mandate is to grow companies, perfect opportunity here now ?
Having been here so long, it just seems mad timing for them to be bailing, who knows what goes on behind scenes.

Just one point, only very gentle criticism, and I know its a grim out there atm
Just, if we issues RNSs regards MIIL fund and bids, something needs to then 'happen', or don't issue the RNS.
MIIL said they're 'seriously considering investing'...
OK, I didn't really need to be told, but as they saw the need to let us know, can they well, do it ..?

Come on guys up today up Friday, surely that engenders some response :)
Only joking, I think the action has moved to telegram, which I also keep a eye on
feeling optimistic, we're in Q3 ..

Just reading another mainstream article today about Lotus. Going fully electric, aim to produce 100000 cars by late 20s etc and so forth.Lotus aside, more widely, there appears to be a collective blindspot surrounding battery supply. Theres no reference at all to the subject in many articles, as is the case in this one. So 'disconnected', its like producing EVs and batteries are not related. In late 20s there's no chance, at all, none, of having enough refined or spod Li. Imo.

Hi, We're never far apart in our thoughts always good to talk. The raise to which I refer is the one we don't need, the MII fund. I will welcome them here, they can buy shares today at 39p.
We are indeed funded to production.

quiet on here today no matter. people away licking wounds
As for the 20 bag, I'd take a 5 infront of the SP atm, just keep the opportunists out
We're vulnerable down here imo to discounted raises and cheap bids. Need to get back in the 50s let them discount from 58 and take some at 54 :)

key key metric is what spod price one uses. It has to remain both a realistic contract rate to be credible.
2.5 - 3.5k is exactly where I'm at. I ponder it often (sad)
highly sensible and realistic figure. if u end up getting more, great.

and these GS are just some of the indefatigable, undeniable, hard fundamentals.

Now, all we really need is a cheap, simple, near term, hi grade, Li mine ... do you know any ?

If we can navigate this dark period, the future is indeed bright here.
Energy transition cannot 'not' happen, and although our radars should stay on, and tech evolves constantly rightly so, Li appears to remain absolutely central to the transition.

I'm in no hurry, and will easily be up for your 1.50 timescale. Though I'd take some off along the way. Rightly or wrong I'm going nowhere. I believe in it. Can't keep chasing other rainbows. Just my personal position. Gl

Tbh Teddy I'm loaded here and will go up or down with this ship. I'm in for the long haul, I don't have time to keep researching too many other new prospects to the same depth as with ALL.
FWIW I echo your thoughts about unstoppable EV, still just so difficult to watch when we're down here. Atb

lot of promising going on
PLL down 42% in a month
hmm.
Sure it'll all come out ok in the end.

hard to watch :(
especially with something so prospective
Mr market, jeez ..

I never 'attack' people for selling, because you never know their circumstances.
there are myriad reasons to sell as far reaching as age, health, debt, covering losses elsewhere, opportunity elsewhere, aims achieved, the list goes on.
who is anyone to judge anothers actions? unless you are in a possession of all the facts, which is v rare / never on a BB. gl