Member Info for swest42

Also amazed at the apathy. What must this cost the Ghanaian state in terms of missed opportunities, 'things not getting done'. Sad.

Agree this Nigerian 'reveal' seems all a bit sudden and I have similar questions. However my focus is here, and it should be some sort of wake up call to the Ghanains. The green energy band wagon is leaving the station, be part of it, or be left reflecting on what might have been. Others will fill the void, it's life.

I've given up second guessing what the Parliament is thinking or indeed what makes them tick or turn up for work.

I also consider the discoveries are good news - it demonstrates long term 'intent'

In the meantime, we all await the interminable rat.

In line with some others' thoughts - the rat delay in the bigger scheme may be a blessing - if one believes spod will rise again in a year or 2

I think the unknown presently is the thickness of the current wall of supply. Lepidolite seems relentless. Bets being taken on both sides. Hard to call.

RIO. that is called good buying.

They got in there at the right time for sure

True, I think stockcheque called it right several posts back. Unfortunately we now face both sides wanting 'more', could get protracted..

slide scale seems to me the only way forward .. with spod sub 1000 we certainly cant do anything more with those royalties, and I'm unclear if the royalties might even kill it dead below say 800. Slide scale.

Core thinking of restarting Finniss. Somehow they've managed to get aisc down to 870 formally dead in the water at 1500/t. SP Up 40% w/w on the news.

Ewoyaa really really stacks up very favourably, I don't agree with NH much, but when he calls it very attractive, it really is. Ghana please get on with it, read about CXO, compare metrics, and get on with it.

Have to say I'd expect this to be meaningfully rising by now, on expectation..

There are several credible statements in the public domain these last few days all indicating a shift in sentiment towards rat. Quite noticeable imo.

That it still has a 6 infront surprises. Perhaps a case we've 'cried wolf' too many times ..

Very much liking the caption under bottom left picture

Can't happen soon enough ..

Hope so. Be great when we can all start debating something new here like funding and off takes, shovels, plant on site! Been too long.

Just don't see LT compatibility of 750 spod vs rising demand

Incentive price, including exploration costs and so forth, locating new supply, u cant do that and dig all current up all for 750..

Add BESS demand, and EV demand rising .. something gonna pop soon? i.e the spod price

All I would add is that Lepidolite production is also loss making at anything south of current spod, so the participants in Spod production become vanishingly small south of here, or suicidal. Greenbushes excepted, but it can't fulfill the whole world. Think it through. There needs to be an incentive price.

It is building. As it was about a year ago. Personally I'm jaded with 'anticipation'. Action. Been too many words.

I'm here and staying because I believe its getting built. Lets see.

One of 2 ways for us.

I happen to think we are moving to rat soon. Far later than I wanted but hey ho.

Reasons. I think the realisation has dawned that refining will have to wait, meaning mine it or nothing. Second the locals and chiefs are getting more vocal. They want jobs and recompense or the land back. Third the announcement of these development zones, where Ewoyaa seems to be front and centre.

Reluctantly I think parliament is running out of procrastinations and excuses

Govt make me wince. He's telling them, independently, 'get on with it'.

It's staring them in the face, 'do something, you are missing the boat'

Procrastination really is the thief of opportunity.

The report quietly quashes Ghana 'aspirational flirtation' with processing imo. For the foreseeable years anyway.

Time to take the single credible opportunity on the table, and build the spod mine.

Minimum risk. What planet are u on

Indeed. I'm not buying any more because its breached my risk threshold (and some)

However, I'm not selling. who is selling down here ??

We're in a poor state of affairs, the Govt need to move, or are they hoping we sink, alternative agenda ?

No more Africa for me.

Holding out for a pipe dream. 400mill plus for processing. Fine. Where's the funding Ghana, or forget it.