Member Info for swest42

Yeas, read around a bit today and plenty macros to contend with.
Also see spod prices have cooled after a prolonged rise. Can't change those fundamentals quickly though, so I think its a breather on spod price rather than a sustained fall.

Morning, any news, anything I'm missing?

I sincerely hope we hold out for true value. These bids will represent temptation. The only way I could be persuaded is in the pounds. As that's unlikely, much resolve will be required in the months ahead. So little drilled.. if someone grabbed it for one pound something they will consider it their bargain.

What a lovely day today, I live south coast. Hope you all had equally great day.
I remain troubled about Ukraine, until that ends I'm uneasy about us making lots of money. Suffice to say I throw a bit to the red cross regularly, if I could throw munitions I would, but I'm no arms dealer.
Don't sell here. Just don't. Full stop. That's advice, no advice.

fivehundredandsixtythousandsquarekilometers
research research research. Always.
:)

Exposing it on ASX with peers could send this moonwards.
I keep running the Core comparison, and personally I see something staring me in the face, bells ringing.
And as for a 100p bid, I think forget it. That is now lo ball, actually I don't even think any current bids are that low. As ever, only my view.

https://www.ft.com/content/8397113f-bc37-4376-9bde-339fded97569

Elon tweeted he wants to buy a lithium mine. I think it was Friday. Not sure about all that, but it all seems positive atm. Enjoy the ride as they say

whats going on ?

Seems to me, barring black swans, which no one can predict by definition, you're buying pound coins here for 60p
Can't see a bid being less than a quid
Having said that, its AIM its mining, you just have to stay sensible; old sayings best, if it were that easy everyone be doing it :)

FWIW I think canacord should review the bids (which they are), we should then politely decline and keep going
Leave the door well open, keep talking, but continue ourselves and understand more of this thing
I like your thinking about mine lifetime royalty, it shows there are mechanisms to deal with 'as yet unknown value'

I confess I'm struggling to see how these bids will work.
Ewoyaa could end up being a great mid size 30mT resource, or a 100mT superpit. Noone knows yet.
Surely that represents say a quid share vs, I dunno, 3/4 quid a share with divis somewhere at play'
Do majors simply a take a view at risk, throw 2 quid across the table and say 'Len, become wealthy now, or decline on the chance you'll end up really rich'.
Slightly flippant there, more seriously though, how do you value something over 90% undrilled? What are similar pressidents? Its 'highly prospective', but prospective is is inherently linked to the word risk.
Of course I'm a bull, I'm also trying to be objective.

Morning
will catch the end of the is tonite as was distracted last night
Mr Phillips, energetic, keen to crack on. He sees the vision. Clearly ALL is a central plank. It appears very possible that ALL will be PLL at some point. As long as fair value prevails I can live with that.
The mood music of fair value is getting more talked about in the 'pounds' all the time.
Let me join a few dots of my own. I'm referencing some Hedgefox wisdom on a recent podcast. You invest in the people as much as anything else. Does Keith appear 'on board', inherently decent, as well as being a hard ass 'wall streeter'.
I think yes to all; I'm in big and staying. Make your own calls.

https://www.thetimes.co.uk/article/car-sales-crash-but-electric-has-best-month-ever-nl78v6rg0

actually, qualify that, see it went though at 58, not low. Looks like tree was shaken to fill it though

order filled then
that pull back, though expected, did appear on the large side. Someone got a good 1mill 'in' then

for those who enjoy wider research
https://www.ft.com/content/eed5d758-2d3c-4723-a1b1-666d82660af1

Made the most amount of money in my life today.
Sad that a certain someone not around to see it.
Further saddened by extreme pictures emerging fro ukraine. Spare a few quid / pennies in that direction. Bittersweet, value the reasons we're able to sit and do this. ATB, kooking great here

https://www.ft.com/content/17d2d027-22c1-4ecc-8f92-d70268c8a4ac
Nothing those on here don't already know, but wider public slowy becoming aware

It'm on record on here, I always said, a major OEM could just take us off the table and secure supply. Here's the crux. It's a classic classic business conundrum. There was no 'department'for buying mines at vw/gm /bmw at the time. Elon being Elon recognised this and getting into Nickel ahead of the curve. But the others, they're busy looking at creating that dept now..