Member Info for swest42

'on track'. Define. Can we see a picture of the track please.

Do I think we're heading there? Ultimately, yes. And I stay.

A wonderfully positive article in terms of if buts maybes. It fills a void which is not being filled by the ratifying authority. What exactly is happening with ratification of Ewoyaa lithium project. Who, what, when.

No more fluff, answer the question.

If they could just publish an order of business, anything really with some sort of a timeline, even indicative

Without that ..

Feels like not much happening again guys after recent small flurry of positively ..

(disregard second time round, sent twice somehow)

Trouble is, we keep getting narratives/ articles like 'the deal/ reneg/ slide scale is complete' ; 'govt / president will expedite mining lease at Ewoyaa', 'chiefs are impatient and hold significant power'

Sounds great. Than a bit of a spike ... then ... nothing happens.

I'm in and staying, but it still frustrates. We need something actually 'executed'

Trouble is, we keep getting narratives/ articles like 'the deal/ reneg/ slide scale is complete' and 'govt / president will expedite mining lease at Ewoyaa', 'chiefs are frustrated and hold power'

Sound great. Than a bit of a spike ... then ... nothing happens. I've lost count how many times this happens.

I'm in and staying, but it still frustrates. We need something actually 'executed'

Its always good to hear your posts Lilpeep, everyone has something to offer on here

If your having a break fine, see u soon, as u say hopefully after the ever elusive mirage of 'Rat' has landed

GL

Strongly agree. It's another round of getting hopes up, but they need to progress from the 'first flush' of talk and intention, and execute something tangible.

What you are describing of course is the fable of cry wolf, as valid today as ever it was. It gets boring.

Let's see what this week brings, first challenge is to retain last week's bump up..

I think they been ready to write their 28mill cheque for some time, but need another cheque written first

If Chinese entity goes in MIIF will follow in quick order

Seem like MergeCo are fading, possibly out. Significant additional pressure now to rat

Sit on that buy for a few weeks and if rat drops flip and you've doubled your money and more. Not one for the fainted hearted.

Lithium Winter - cracks in the thaw appearing now guys. Feels like just the nuance whiff of a change in sentiment.

I still want to know exactly what happened to the money at RICCA, written down, longhand.

Probably never happen, not enough made of it.

Agree with all that Jack

Theres no silver bullets i.e there are clear risks, biggest being that Chamber.

Personally I'm not selling down here, and I happen to see light in the tunnel. Each must choose 'their path' or put another way its 'big boys (and girls) rules' GL

I think he's right. I think the cycle will turn. There's many moving parts beyond EV. Refining, BESS so forth. It's hard, very, but the discipline is to sit tight.

Keith is a well received member of the BOD. I favour him also

However, these references to June. Should he really make them ?

I do not believe we/ BOD have any handle on the Chamber, so really best not to keep quoting dates ?

If he has some 'inside info' great .. 20 odd days to find out. Will June just come and go like every other date .. another 'transformational month'. PS Anyones thoughts turning to raises .. I see no 'dent' in salaries

Exactly my thoughts. Yet again bursts of positive conference/ policy talk. But then nothing actually happens

They cant talk the Li out the ground ..

All I would comment is that it gives the acquirer 'control'

Its a strategic asset in an uncertain world, it can still be bought ex China

Surety of high grade supply near port etc. Is that enough? Open to debate, each must judge.

The off taker as yet unknown, and MergCo.

If one believes MergeCo are still in it. They can't or won't even pay the 3-6 mill they owe us, so I'm not banking on their 70mill anytime soon. As you know, we need c.180mill. And the provider of that big number will, soley, arbitrate our fete, that will mean calling the market, as RIO have. Its a big call.

personally I'm hoping they will also dictate a few salaries and get real, but let's not get on that anymore it's all on Tele. I don't think we'll see MIIF do anything without the whale in, too risky and why would you fund a few lifestyles with a sovereign fund.

Lastly this. NH and co can afford to take salaries, run us to zero, and 'move on'. Disagree feel free: Ricca money? 'Puff'. Tread carefully.

Not at all. Data led no narrative. Li demand is rising. Fact.

Its supply side iconcentrates the mind. Lepidolite I wish I'd never heard of it.

Perhaps no immediate answer to my question, only a future funder will decide FID. PS I'm referring to the defining 'build the mine' big number required, not the MIIF 30mill.

Even with concessions and rat, will or can FID happen with spod so lo and falling.

Can FID happen on the basis of a 'bet' on spod rising. Open question. Suppose it depends on funders.