Member Info for swest42

FWIW my thoughts too. Watch the quiet times, no noise but there's eyes on this. Li and gold both in demand assets.

Do we assume the £80k buy was a sell causing the drop? Not for first time sw lost with SP movement. Anyhow, sit on hands nowt else to do here

Do we assume the £80k buy was a sell causing the drop? Not for first time sw lost with SP movement. Anyhow, sit on hands nowt else to do here

N2S funding is always an issue and perfectly valid you raise it. The subject never far from my mind esp in light our Geodrill arrangement.

Agreed. One is left with the belief in the asset. Binary. I'm in. But it's not a done deal.

Vol doesn't warrant this drop. Frustration yet again. Could someone please comment/ explain.
Assets great, why such malaise. What's going on

Interesting thoughts, because I believe a deal could emerge anytime and springload the SP
Lo capex hydroxide. Feedstock. Battery demand. Join dots as a wise man on here says.

Sadly I agree with you Mike. What is the problem here, it should be buzzing but its , 'tepid'.

Check out Sunday Times article today ref General Motors massive turn around from ICE and enormous comittment to EV, the commods space will be red hot. The autos are making staggering comittments. HZM truly well positioned. Orion knew what they were / are doing.

To add, as many a wise head on here knows, the US has taken its eye off the ball massively with securing commods involved, not so with China. Interesting what Biden will do.

On a separate tack that EV narrative is turning into a full blown torrent. Just reading about GMs/ Detroit massive u turn to back electric; I happen to think our Li will get overwhelmingly devoured plus anymore will be sought. The autos are making staggering commitments, that battery space is going to be white hot. Just how I see it.

Had the same expectations about the JORC, the Li has suffered due to price this year, but if u keep on top of the subject as I'd say you likely do, it looks hydroxide prices are coming back, and the Li paradox will play out. I think we need to get that 14.4MT up to make it more commercially viable.
The other crushing reality that it suffers from is the relentless selling on good news. My view is that Zaranou needs to be so overwhelmingly good that the SP rerates through the selling. If does not happen I may finally make myself exit and not wait around for Chad. Some context, my HZM was valued much less than IRR, but has since doubled and towers above it. To be brutal I could have made a lot more elsewhere over the last 4 years, however suppose that's hindsight trading and life in hindsight is great.

Have to say that it looks a solid proposition for anyone looking in at this level.
Zaranou news will continue, theres plenty if interest round the Li.
I was cautious about Chad but I think we are now suitably placed to get into Dorothe.
We appear reasonably well funded, and i think Zaranou news will take care of funding. It's been a long time, but trying to be objective, looking like fair winds ahead. Profile improving, the Mail article really what we need.

Very respectfully, do some research friend, meant genuinelly.
Informed opinion always welcomed, informed opinion.

Quality prevails in the end.
All about the assets.
SWs 2 thoughts for the day :)

You guys speak in riddles! It's a back handed compliment tbh, way over my head.
The mortals await drill results and sit tight.

Toro your post steadies the nerves of the faithful a little, wondered what on earth was happening, chat was down on here for much of day
sad to see sub 15 again, honestly though we would n't
In anticiaption of good news soon...

Feels like it doesn't it. I feel they're gonna move the Li, equally it could be the next Zaranou results. GL

Realistically, how can it hold it's own with virtually no income ahead and care and maintenance costs. Sad times.

Despite frustrating SP pattern my opinion is that this can only continue to rise albeit not straight line. It's the assets. Personally if I tried to be clever and sell all on news, I know it would blow up in my face, I'm not good enough at that game and I recognise it. We'll get there soon. I will however take some profit along the way this time. GL