Member Info for swest42

hmm.. maybe an answer to my own question
I see PLL SP struggling a bit, as is their permitting in US
Is PLL wobbling, is our funding arrangement at risk ?

So prospective here atm
Personally I'm lost on anyone selling unless distressed. Hard to trade it, and surely one couldn't bank on getting in lower?
No matter, people sell for their own reasons and all that; though even if ur taking profit today, surely to goodness you can see an even bigger one looming ?
I'm intrigued how the bids are being assessed

Absolutely, and unless these bids are in pounds, which I doubt, I hope we crack on and pursue true value here.

https://on.ft.com/3N4qcp8
I'm told that might work (same article)

https://www.ft.com/content/dd6f2dd0-1dad-4747-8ca4-cb63b026a757
Unclear if you'll be able to open link. Interesting article. PLL are experiencing resistance to their American operation in the form of permitting and local opposition. I totally wish PLL well, they are a key partner; however, I can also see that Ewoyaa is increasingly critical for them. They're already had to advise Tesla of a delay once. I also think that Tesla might be getting uncomfortable. To Li watchers it only represents one more symptom of the impending crunch, which ain't goin away, and imo will worsen before getting better (in a decades time)

nuff said
I would say bring on the pfs but I'm not in the mood..
I'm gonna take the dog for a long walk later and think about anything but shares
atb

all fair comments
Its the never ending gamble, risk being locked out vs chance of buying back in cheaper
today the latter has payed.. you only get it wrong once though

I'm just surprised that the wider market alone can cause such a fall i.e nothing materially 'bad' has happened to the company, like PLL withdrawing, civil unrest in Ghana or some such i.e something more specific and material to ALL ?
Also, isn't it a risky time for anyone to be selling with so much due soon ?
Anyhow, I'm not selling mine, is what it is. bring on the pfs

your comment re city boys ... you do wonder
theres always someone in the wings who benefits from this type of action, could well be news due. One learns to be cynical
Fundamentals remain solid here until proved otherwise; admittedly some wider supply chain issues for the autos which may cool Li demand for a while?, ref VW have 'sold out' of EVs, you've probably read the articles. gl

your comment re city boys ... you do wonder
theres always someone in the wings who benefits from this type of action, could well be news due. One learns to be cynical
Fundamentals remain solid here until proved otherwise; admittedly some wider supply chain issues for the autos which may cool Li demand for a while?, ref VW have 'sold out' of EVs, you've probably read the articles. gl

Thanks. So if I'm correct we're looking at 27mt jorc.
Proximity to port good. Tick.
Are there currently any credible inferred estimates as to raising that 27mT would you know?. Are rigs currently still spinning? Current cash position. Thx in advance

It's quite a well written piece, drew me here. I'm likely to take a few this week, whilst doing some further research. Clearly the permitting is key, and in fairness the article doesn't duck that.

well predicted
echo your sentiment, I will also ride out, and top up when I can on dips. Bigger picture in play here.
waiting patiently for events to unfold

canaccord and the bids one of a handful of near term catalysts atm here:
pfs
potential asx list permeating peer comparison (notably with Core)
res update
Its a well trodden saying, but unless you're distressed, you really don't want to be out here atm. Anyone of the above has the capacity to cause a rerate.
And a combination of them, the capacity to transform ..
opinion as ever

If we can land a resource update, the pfs, and an asx listing in quite short succession, I think it will set the hares running (albeit in fairness they already are)

Should do, I spied the article, second stop here, doing a bit of DD now.
Sounds interesting.

Interested to read that Mike.
Let's make no bones, to say ALL is well positioned is well, understatement.
The forthcoming pfs could be something quite special, transformative. Gl

To quote my last post, some very numbers abound.
You don't get auction prices for long term contract supply agreements, but so what. If you run say €2750, which I think is conservative, you may still need to sit down. One quid a share bid will not do it. Add massive resource upside potential.
560km2, sit down again.

It is wow.
I think what we're all interested in is what figure we run with in the pfs
Combine that with say 70mT, which I think is well on the cards, and some very large figures indeed abound
I appreciate many wise heads on here already know all that.
Personally it underlines why I think one can forget a quid a share bids

Good to see back where it belongs
Personally I could do without the volatility, prefer slow and steady, however it comes with AIM, comes with mining, so take that on chin.
Suppose I'm guilty as many of us are of checking too often, its the overall narrative to watch, the overall likely trajectory. and that remains positive. far outweighing the day to day. gl