Member Info for swest42

I think seeing south of 20 again. I didn't expect it, it just brings back the same old same old pattern from yesteryear. Also POGs drifting, albeit I know we're cycles away from current spot price. Look, I'm ok, not selling, maybe I just need some encouragement. So bloody quiet on here sometimes, its like we get forgotten. Also bit gloomy because HZM my other big play had a bloody famous AIM raise. Just a bit fed up I think, bring on the lockdown end. ATB

I don't think I'm alone in getting reminiscences that I thought were behind us. Getting that horrible drift down , again. Recent news, recent conferences, recent interviews... haven't particularly resulted in my expected springboard.
Suprised you bought more Mike and I hope you do well.
Let's hope it's just my misplaced unease. News soon.

strange so quiet on here with so much in prospect.
Not a problem, I just find it strange thats all. Both our lead assets are due announcements in the not to distant future. Would expect more chatter.
the Li price paradox playing out infront of us. ATB

Theres a big buy indicator flashing on the bridge here. cest la vie. What will be will be :)

I've mentioned as much Twitter this very day. This thing can't hold for much longer.
Somethings going to pop. Li deal imminent imo. Gold aside for the mo, then again Zaranou also imminent...

One other point I would like to add if I may. It's good sometimes to join a few dots.
Reference the VW emissions scandal circa 2017, reference Glencores travails ref DRC cobalt. I put it to this BB that major players won't touch 'dirty' nickel with the proverbial sh**try stick/ barge pole. Somewhere in deepest China it may serve some element of their domestic market. The corporate risks of even an association with bad green credentials are huge nowadays. Tesla et al are no fools, it's both actually toxic, and just as important, PR toxic. I just don't they'll go there, scandal ridden imo.

Morning, read that with great interest.
My take away is I think we're OK. These developments represent a new stream, but an environmentally poor one. The end users e.g Tesla specifically do not want dirtier nickel, quite the opposite. Secondly, it will not eschew the overall impending supply deficit. Thirdly it appears to reallocate supply from ss to ev rather than increase total supply. It's something to keep an eye on, but not to panic.

:) hope your right. really I do. But if you had been here as long as I / LTHs, I wouldn't hold your breath.

Zaranou news soon. Li highly prospective and sought after, I think a deal there soon. Looking good ATB.

The raise has taken its toll. The macros are excellent. stick with it. GL

to concur with that. he (VM) been talking to interested parties a long time now about the Li. I think we will finally see the fruits soon. and the timing, be it luck or judgement bit of both, is absolutely perfect. Also that 14.5M JORC will expand v soon, again timed perfectly.
The Li battery grade feedstock prices are on a rising cusp and future demand is patently sky high. VM long targeted the slightly wider storage 'space', not confined just to EV, and one can see why. As ever, then the gold ... GL

I'm a huge fan . But the placing takes the sheen off. Let's be honest. It makes people edgy. ii/ hedgies make a few quid at the expense of pis. People are not stupid. He looked uncomfortable, with reason. GL. LT all good.

7.5 took the sheen off. Granted. The narrative has not changed. DYOR etc

Good buying imo. News soon on both fronts

Just keep an eye on the coffers b4 getting too Chad centric. Not a negative post. Just don't spread too thin, that's all. Chad is vast and needs war chest to match. ATB

Picked up some RMM on the strength of that, just a toe dip. Speculative but cu and ni seem to be pick of bunch atm
I think we're all good here, raise a bit cheap but reasons stated below hold water. GL

Fair play to you. Honest.

Indeed. It can only be stop losses?
Or, for anyone who is actively selling, I'd be fascinated to know your thoughts. If anyone answers, I remain respectful of all views as each to there own.

Sorry 8.6 to buy as I wrote this :)

To buy HL. The bump already looking like a blip. People are not stupid, even the most fickle. Congrats if you managed any b4 8.30. Normal business will resume.
BTW that Ni spot price ! Wowser wheres that gone wandering off to?

Whatever happens today the bump has been absorbed, its robust. Already thoughts will be moving onto what the raise has bought, the fast track. The Ni price, demand, the narrative. Ask yourself, is it positive. If you believe it is, the raise is merely a footnote to the main gig. Look well past today...