Member Info for swest42

Exactly, on the matter of running a small player down till he needs any deal to keep the lights on. A robust treasury is like armour, but as time ticks on that armour depletes.
As I said however, we have Orion on board, I think they would step in again if required, to protect their own interests. We're in good shape, but I think many would agree, strike while the iron is hot.... Also, I say again, the last raise bought acceleration. I'm ready to collect what the raise bought.

Just to add, I don't want to insinuate BODs let down PIs intentionally, they get left with 'Hobsons choice'. BTW that's a very old film but the principles therein valid today, worth a watch.
Let me balance with positive, I agree with all wasa has said here, and I also see Orion as a shrewd and also protective influence.
Just would urge all to keep a close eye on developments ATM, tend carefully to your investment.

Happy to comment. It's an honest question, an honest answer. It's simply this. When push comes to shove we need the finance. It needs an an II. I haven't got the £ to get this going, nor do u, but I know a man who does, but he needs favour...

Suiters will have access to the data room, and will be well versed by now whats there, well north of the JORC.
Of course I think I know the suiter, but let it play out. I suppose the Chinese might have something to say about VW. Strategically for the larger 'West' I suggest VW take control. Theres the Sumitomo dimension. It is interesting.

Honest man with honest plan. Sums up so succinctly exactly what we await.
Conversely, there is also the time honoured opportunity here for PIs to get shafted. Now don't get me wrong, I'm here big time so clearly I believe, but my eyes are open and watching. We will know soon. GL

Quiet excited articles about potential UK Li mining today, and genuine best of luck to all concerned.
I can't help feeling we're major league in comparison, I don't think long to wait now.

Just to add I used Simon T articles in some depth to aid my decision to buy more this week. I like the quite in depth analysis at IC, it has served me well to date.

Some incisive comments referring to Rh price all quite in order. As someone prepared to sit med long, I'm content with the outlook 200 or no. Having topped up significantly at 130 I look forward to a fair return put it that way. Me very much fundamentals and wider macros, aggregate to positive atm. Imo

All,
Ewoyaa is about to be JVd with VW, to the betterment of both parties imo. Very very wise move if it happens by VW.
Don't rule out some last games / drops, which won't make sense as MMs accumulate.
Sit tight. AIMHO

Classic dip and accumulate, more at 130 if I can get it
If I recall current IC target 200 strong buy

After all that effort it was meant for HZM board ! Disregard ):)

I haven't been on the vino, just strikes me that the following accurately reflects how I see it.
The pride have killed the buffalo. It ain't going anywhere now, it will be eaten. Thats the asset. A strong pride eats all the kill and leaves the field full. A strong male usually required to keep all comers out. That male effectively Orion ATM. Without the strong male we're more like a Cheetah, Cheetah often gets their kill stolen by hyenas and other Lions, they don't have the shear power required to fend them off. Meanwhile on high, the vultures always circle, sometimes well out if sight.
Bedtime story over, good evening all :)

I happen to believe VW are about to take Ewoyaa off our hands, if not literally then as good as with a JV. Sounds extraordinary, but they have stated they want in on the raw material business. And as I've said before they are wise to do so. In automotive terms for relative peanuts you are securing the most exposed part of your supply chain. If it happens, I believe we rocket.

Interesting, thanks for reply

Have upgraded long term Ni price outlook to uptrend. Its significant. To reiterate my view, the asset value is no longer in any question, project economics no longer in question. The only question is who takes the cream. In fairness big boys don't hold all cards, mainly because they reverse auction each other. PS mines getting built, also no question.

That trade does not correlate to the SP. Is someone in a position to comment please. Sure 1M, looks like sell, moves it red.

Loyalty. That word alone evokes emotion. In a workplace where final salary pensions are long gone, I'm afraid in the corporate world it doesn't exist, and be careful here. Thankfully in the personal world, in my own humble experience, it is undiminishhed. Bit heavy that! move on :) GL

As I'm on record on here about 3 weeks ago wasa. Big boys games take over. We need the decision and they don't do it for nothing. A concerning juncture. Who gets the spoils.

and bing bong 2 u :) Are we a having CBBCs day ?

EV fest. today. VW are going into the raw materials business. I think we have the buyer. Saw it here first. GL