Member Info for swest42

upon reflection i will add
I don't really think the exchange is the issue; There is an issue holding us back imo, but deep down I don't know what it is.

Read your thoughts with interest Goldrush, I too am beginning to wonder if we're in the right place to be fully recognised, you correctly identify how well the ASX Li are doing
Lets see what the demerger brings
Fortunately my other big play has come to life recently and keeping me interested; the long wait continues here. IRR is my longest hold

Read only add if it does

Has tick up soon, NAV has risen, SP is lagging.
Comfortable hold for me, can't see a dip from here, but I will only if it does

My earlier reservations about AIM shenanigans prior to funding have receded.
Current price action ahead of news is very welcome indeed, great signals
Unless distressed (and people sell for many reasons, which should be respected), I can't see many selling now

any explanation, context ?
Otherwise, you are 50% likely to be right.

Agree.
All we need is the money :)

Personally I believe the market is waiting for the clarity of creating a pure lithium play i.e demerge
If its not that, then its profile I.e getting the message out there. Value, like energy, cannot be destroyed, so just add time.
Possibly peeps still nervous that its Africa?

true :(

There seems to be be a huge floor at around 23. No bad thing. Agree some strange activity atm

I happen to think finance will come in at 7.5. If its 7 so be it. It's a small co. It's a lot of money.
TBH the long term prognosis (assets) are so good it may not matter; at this juncture we need the key to unlock the chest. Gl

Do not be deceived it's hot here.

For the SP to behave in this manner at this particular juncture is very encouraging.
When it was testing 6 and high 5s some weeks back the cynic in me feared a classic AIM shafting with shenanigans, get rich quick discounted placing and rich IIs, it happens again and again on AIM.
At variance to that I have to say the current signals are that the deal will indeed offer 'fair value', which personally is all I want from it, the key that opens the lock.
Post funding, SP will take care of itself as the huge asset values are realised. My money is on GLEN swooping in some form.

I too prefer slow but steady rises. This time surely now we are moving in a sustained manner north. Trouble is, I've been confounded several times here, sellers inexplicably emerge on AIM. All the fundamentals are not neutral, they are positive, so logically we should move up. Important period ahead...gold MRE, demerger, more news on Ewoyaa enlargement, PLL seem dynamic I foresee more statements from them, I also think our other iis may move, personally I think Chad should back burn for now. Those spod prices are really catching my attention, they reflect the Li wave which is upon us, it's not coming it's now here, ask the autos.

I have some more funds available but exactly the reason u mention I'll exercise a little caution for the mo. Continues to look good here but we've here many times before.

Theres a value gap building here, NAV increased SP hasn't, which means this is a straightforward buy imo
Can't say exactly when market will notice, but notice it will, because the underlying added value has been added with recent events. AIMHO

As that 14.5T gets increased, and spod prices remain robust (in fact rising), the infra ain't changing, road is there, port going nowhere.
Point being those project economics just get better.
PLL made shrewd move getting in here imo

Precursor to increased Ewoyaa JORC which IRR watchers (and PLL) already know will happen
Feels very planned and measured. Stated plan being enacted, one can't argue with that.

You may well get in at sub 20 again if ur lucky, but I genuinely doubt 17 post PLL.
But if u do then it'll be well by u.
Tbh SP has been notorious to predict.
I happen to think the long awaited re rate soon. Its very different here post PLL, everything's changed. Gl

morning
I was disappointed with the drop having took a stake on the strength of IC articles. To be fair though it really swings back here doesn't it. Interesting to read the posts about valuing Rh. Positive about the case here.