Member Info for swest42

Have you got an entry target Levs

As am I Goolang.
Keeping an eye

I would preface my post that I am duly sobor in regards today events.
Notwithstanding, the rigs are still spinning here, pfs will happen, demand will not go away. Fundamentals remain. Sit tight.

Not as late as you may think. Lse BB very quiet and you need to take all well rounded views not just mine,
try the telegram group. Atb

agree
some shares you have to make the difficult decision to part company with a share, even at a loss, when you finally can't easily see where its headed.
SLP not one of those for me, its one to stick with for me. Solid, pays divi, and I do see better times ahead, despite obvious macros from Russia

Morning
The Li deficit and scramble appears to be worsening, inventory is low and whomever you are, you simply cannot buck the system in terms of bringing new mines online soon enough, due process must be followed, ESG alone enforces this nowadays. sit tight

not a lot more to say atm
long term narrative remains in place ref ALL/ Li
gla

Hi Teddy
so quiet on here and yet so positive a share. In fairness I also look in on Telegram so not a moan, just observation
An aside, am I imagining it or were / are you still in HZM do u mind me ask? I shifted the last of mine at 6.44, in some profit, I wish hzm well but theres a long construction period ahead there now. Ewoyaa much simpler build, I've plumbed for ALL - atb

Just a different Company now from IRR days (literally and metaphorically)

I think anything like that SP preceding the pfs is easily possible
I know its not popular to say, but the only fly in the ointment remains the macro Russia thing.
Secondly, as an aside, for those who read widely, Ghana is suffering with its debt and was downgraded by Moodys. Frankly I don't the second point too bad for us, it means higher Government borrowing costs; however we do want a healthy financial Ghana generally. There are risks in Africa. gl

Might qualify looks like Macron and Putin might have agreed something. Let's hope so.... might not get that opp

It appears an invasion is looking very likely (DYOR rather than taking it from me).
Might need tin hats tomorrow. not to underestimate or trivialise conflict which I am suitably sober about, any dip here will be an opportunity worthy of careful consideration. EV fundamentals are set and won't change. Gl

The thing is, there's so much more tenure to drill. Radiometrics give the indications, leading to the rigs now spinning. I agree with Phillips, just playing the odds, the numbers game, means increased resource is highly likely. The project economics, IRR for example are already looking exceptional when you run current spod prices. If when LOM rises it just gets better. Gl, keep within limits.

thanks shearclass.
Yes its the comments from Mr Phillips where he speculates on resource size up to 70mT (not 7 times slight misquote from me, but you'll get the drift when you listen). Good interview, great for research

Sure, will dig it out when I'm home later
Guys page 108, hard copy in the mail today. This could be a very good week ahead indeed. Look at the company we're in on the list. Large font. Fantastic exposure.
Only blot is this bloody Russian situation.gl

This is money Daily Mail article. 10pm last night. Clock the list. Number 3, next to Glencore.
Money can't buy exposure like this. Mainstream beckons.

It already worked at 600/t
Project economics :)
If u were on the BOD, would you let anything like that go cheaply?

Yep. u said it. Unsurprisingly I also follow spod market
Tell u something, well not you because you're up to speed. But for anyone interested, run the spod numbers on the project economics. The payback on the capex goes to months not years..now did anyone mention pfs April? Enjoy

Sitting around 40, all good, plenty volume while we await pfs and regular resource updates, with the ongoing possibility of corporate news anytime.
If ever it was a time to sit tight this is it. People sell for their own reasons, but unless you have a great need, I wouldn't be selling atm.

Yes very noteworthy, and as far I'm aware (happy to be corrected), the first direct relationship with miner and car producer?
Many many moons ago I said on here I couldn't understand why an auto didn't get involved with IRR. Many will recall the pic of VM et al visiting VW.
The other 50% remains in the window..