Member Info for swest42

Personally I'd envisage a bit of short term consolidation around 40, maybe a bit of pull back....we've had a blinding couple of weeks. It would be natural and not of concern. followed by med term next leg up, compounded by news
In any event, enjoy the ride, gl

Well put.
Its an imperfect world and an imperfect solution, but its the direction of travel taken for better for worse, and hard to change now, frankly impossible.

Respectfully I disagree
Conversely, non green energy Governments will not get elected imo
Hey, good natured differing opinions is healthy.
On a positive, one of us will be right :) ATB

I acknowledge where you are coming from, EV ain't a perfect solution : battery degradation, range, temperature affecting performance the list goes on.
Trouble is, viable alternatives ? Further, so much inve3stment committed now, hard / impossible to about turn ?
FWIW I'm all for hydrogen and anything else coming to the party. But in the meantime ... gl

forgive the crap pun, but well electric springs to mind regards SP
very happy days ...:))

Article in Times today.
Wider EV narrative and associated Li demand just continues.
Interestingly, most articles talk about projected vehicle numbers, with only passing references and no appreciation if any to whats required to make them. Its like a collective knowledge 'gap'.
Battery grade purity, need to refine / process, inventory .. all bread and butter for those closer to the issue, wider media seem oblivious. PFS, permit, drilling, simply crack on here...

Good answer. Thank you.
I'm a potential investor. Next question, the other commod, the one noones heard of, how do they produce without a confirmed resource size. Thanks

Apologies all, we're off topic, but it's a related theme at least.
Guys, good posts.
How do FRG (or anyone in fact) go to production without a confirmed resource size.
What am I missing.

Read processing plant

C. 900km distance to port. Difficult ESG credentials, large lorry journies are out. unless pressing plant on site with associated capex. No ESG no large funds will invest.
Close to Liberia
One thing finding some possible Li, executing a mine another. Far from clear cut here. Balance needed.

Agree. The main site is right up in the north, near border with less stable jurisdictions. I queried this on the BB with no answers other than ramping 'get in early' comments. This means people haven't researched imo, it's attracting spivvier end of spectrum in terms of posters. It remains on my radar, but I'm staying out atm. Wish it well though

Conventionally after the recent run I'd consider taking some profit, however if you combine the milestones you state with resource updates that will happen as rigs spin, the case to hold, and add where prudent on the dips is compelling imo
As an aside, a corporate move could happen at any time, be it acquisition, increase take off etc
Backdrop of buoyant spod prices and EV consumption. no need or desire to ramp, DYOR and make your own mind up ...

Just add ongoing news...
Always remain objective, however difficult to see obvious downsides other than usual bumps in road associated with the explorer to mine cycle, mining licences etc and so forth, gl

We will. One of my take away from the recent Keith Phillips interview is that he is wall street / finance background, 30yrs he says. His contact book will be important.
I think the financing is the biggest challenge. imo Ewoyaa not the most challenging mine to build construction wise, and lets face it the product will sell itself; biggest challenge that all the guys at the top (ALL and PLL) need to be all over is the finance. And I happen to think they are. just my thoughts

did I say US, read 'anywhere in the developed world'..
Put politely but crudely, if PLL don't take the other half, we'll sell it any other paying customer.
I hear in Europe little known autos like VW might be needing a bit ...
FWIW I think PLL will take the lot off the market. gl

understatement. but agree :)
the US will absolutely be devouring the stuff this decade, anything good grade from Ghana and practically anywhere else that can manage to dig it up and transport it horizontally without ruining the balance sheet and or ESG credentials, will get swallowed up in the wave. note ESG remark. the era of huge lorry journeys and resultant through the roof carbon footprint are putting large funds off by the dozen, and will simply not be investible. Know any good grade ones near infra :)

Timing was right in order to bring clarity, and I think its been vindicated
The Li investment case gets blurred by conflating pre JORC drill results from say CDI; certain investors won't want to be involved in earlier stage gold drilling, when all they want is EV feedstock results. Frankly PLL don't want to know about a good or bad gold RNS, affecting their partner, when all they want is to supply Tesla. Its a distraction, now removed.

I'm early stage research here so forgive if this query is a little misguided; are FRG planning to produce before confirmed resource size?
any clarification appreciated

Hit my radar, opening a position monday
Familiar with Mr Herbert.
Big into ALL formally IRR for some years so this feels familier.
Will reserve further comment, early stage, let's see what unfolds

Don't recognise u2, but you are significant.