Member Info for swest42

Slightly unaccustomed to the casual rudeness of a fellow contributor there.
Immediately defensive not always a good sign.
Notwistanding, the drift post pfs surprises me with spod price backdrop. I recall kod recommended way back by spangel or rkequity or some such. I'll do some digging thx

I'm looking for another li play. This caught my eye.
Why is the sp here down 25% in 6 months. Jorc resource yes? I'm very familiar with spod prices. Nearby firefinch flying. Space remains hot. Whats the problem here, what am I missing. Jurisdictional issues?

if we glimpse 40s again, and I'm not quite sure we will, I think you are looking at final opp to buy with a 4 infront, that particular train leaving platform ..

Near term news soon here. PFS, resource updates
Periodic corporate news (PLL) could land anytime, personally I think PLL could well land something regards speeding up. theres all sorts going on stateside ref Biden critical mineral announcements.
no way now imo Ewoyaa will be mined, or processed, with Chinese involvement. Ukraine has brought matters into even sharper focus ref energy and mineral dependence

I shall be making Rock Stop a regular source of research, they're clued up and on the money

you see, even at 50p, I think theres still a 560km2 elephant in the room thats still not appreciated

I'm not given to ramping. Suffice to say I'm well up, I'm sitting tight and buying when I can on weakness.
In addition to my holding, this thing is already paying for some of sw42 juniors house deposit (hes 11).
I think it may end up buying much of the the house. I'm just led by the numbers, will leave it there.

that figure was muted on telegram
Lets go with that. You see, is it me, or is Keith Phillips '60 or 70mT', looking very likely, well, to be smashed out the park?
Just on the law of averages, I know we don't know whats in the other 90 odd percent yet, but I think we have a fair idea of the direction of travel.

Guys
I'm juggling a few metrics, I have a question
how much of the tenure drilled so far, is that a know ?
I think about 15%, ?

Certainly interesting, and overall yes positive.
Although theres a veiled word of caution to us Lithium Bulls, which I assume anyone invested here is
Rising Li prices are great, but theres a terminal limit, where production just does not occur. The end paying customer will only pay so much; EV too dear equals pay extra road tax on the existing diesel car, for example.
The fable of the 'golden goose' comes to mind
this subject has come up before. Be interested to hear any thoughts. Its not black and white and sw42 not wedded to a single view

Honest post. Important skill to sell with conviction, a skill in itself, often underpromoted.
Remember, we think we'll do well here, but until you press sell you haven't made anything, and could lose it. You are now holding real profit, no mean feat, well played.

Keith Philips doesn't ned me to tell him what to do
But for FWIW. It would pay PLL to accelerate Ewoyaa. Ewoyaa has even greater value near term, because high grade near term ready mines are indeed rare. Perfect example is PLL hitting some regulatory humps in the US operation (local opposition), less of that in mining friendly Ghana. Whereas Africa carries risk, conversely in carries less regulatory restriction, a big plus
as the late 20s early 20s unfold more mines will come on stream and Li deficit may ease imo (not vanish, ease). Li is abundant in the world. But as for the mid 20s they simply cannot build the mines fast enough. this represents a sweeter window for Ewoyaa. all opinion

I take on board your thoughts, thankyou

Agree, slow steady solid progress on SP preferable to wild swings, shows a company maturing imo

I don't see this calming down anytime soon.
Too many near term catalysts at play. Volume indicates message is really getting out there.

These are good exchanges articulating risks, often risk is not discussed enough in lieue of folks calling everything 'no brainer'
Jlite I would respectfully contend with your 'huge' risks of a new build mine. Its a relatively straightforward mine, lo capex, compare contrast with say deep block cave at Solg. I'm not dismissing your comment though, could you elaborate, or would you qualify out the 'huge'? Thanks

Great day
Bittersweet as well, and we know why.

BHL is the one right in my crosshairs.
I need it to pull back, I won't enter now right at top, if it takes off further from current, my luck out.

I think most serious ALL watchers are now thinking way way beyond 50, but agree 50 is a significant physiological milestone, albeit less important to that all important bigger picture. Pfs soon, Gl

And one other thing, they've also sussed the need to wrench the processing from the Chinese. I can only reiterate how shrewd that is. Control the whole value chain and you are off to the races. Ewoyaa to modelS.

Have to hand it to Piedmont, masterstroke of a deal for them, those comments from Mr Philips some time back something like 'how big could Ewoyaa go, 60, 70mT easily, who knows'.He acted with conviction. It payed. Very shrewd guy, and a great partner, imo seems to belive in shared stakeholder outcomes all round, including looking after Ghana.