Member Info for swest42

Well well clock that recent kick in Li. Basis for my further research many thanks

There appears to be oversupply of battery feedstock. I think by the time we or our buyer or partner produce that issue will have passed. Would appreciate thoughts on this from anyone suitably informed thanks.

Morning
and seems to be holding this time
14 will be interesting, if it passes that without issue we're looking good

Its 'if', only Geodrill know. FWIW they sound in robust shape from their Twitter posts.
I think madness to sell prior to MRE, but sellers sell and I've been left bemused before.
Related; little wonder VW hovering around, Ghana resources easy to process, low capex to transport. Interesting few weeks ahead. EV narrative ramping up by the week it seems to me, I just can't help feeling positive ATM

Reading that, I genually cannot understand why we're down here. Sub 20 let alone 15, cannot, cannot last. Ref comment Li soon one of most sought after materials on earth. How more emphatic can that be. Still, market knows best...GL

the difference in sentiment from now and before xmas is palpable
My take away is that one can produce the best technicals in the world bur when sentiment is not there its an uphill struggle to put it mildly
Whilst here, would appreciate any comments on where we sit with hard rock production (IRR) of Li Hydroxide vs brine. do they merely compliment or compete, is there a favoured direction of travel of whats 'favoured'. I hear good and bad about brine method in that the bad is environmental effects and good is the high grades possible and ease of conversion. LKE/ SQM keeps getting mentioned in this area (I'm not in either and haven't researched either)
I happen to think the knowledge base on this BB is vast, not many places I would ask quite a specific question. thanks

PS Toro HF this trooper missing the Generals :( , I also miss ATG despite he is mischievous and knows it , best regards if ur reading.

As sentiment returns, news flow looking well timed. GLA

Might be tricky to trade IMO but many on here better at it than I. Reason being I think we're heading for multiple RNSs. I think the jorc may well be followed by an associated 'deal' RNS. The latter could well be the game changer. Throw in the other asset poss RNSs and well, woe betide being out at the wrong moment.
BTW look at Gold price ATM, I agree we're cycles away from spot price affecting future mines, but I think the sentiment it brings is positive for IRR. GLA

Sentiment and timing, if they align, we're off.

Today has been interesting. Sentiment seemed to turn. A santa blip or otherwise time will tell. The gravity of EV seems to be completely taking hold. To say diesel is dead literally feels last year. Interesting times.

There continues to be a lot of positive chatter around commodities rebounding, and EV, for 2020. Timing would appear good for our Q1 release, personally I think its tying it in with a deal that will be the Company maker to which we aspire.

Upon reading that excellent article it underlines how well run the company is. So why the SP, and I think the answer is lack of mining finance and sentiment. It needs to continue to turn, but as it does we really are in a sweet spot IMO. In our present situation it's a stretch to have that vision, personally I hang in there. GL

I try to read widely as many on here surely do. If one aggregates many articles, the narrative appears to be that Li market has bottomed and now gently rising, with potential to rise rapidly as EV takes hold. Could well be a case of sitting on the JORC well into 2020. The Li price paradox is playing out as many predicted. Grade remains key, battery grade is required, or ease of conversion. Our timing here is looking good. GL

the 10K buy today causes a drop
anyone care to explain ? thanks

continues. I'll never understand the timing but each to their own

2020 must be seismic, SWs wife, whom takes no interest at all in this, has announced she wants to test an electric corsa, and so do her mates. Blimey. Too much Blue Planet II?
On a serious note, if its reaching these quarters it's getting very mainstream indeed. :)

With the SP down here I'm far from ramping in my following comments
However, ref your comment about Li users seeking supplies.
At present a large vehicle producer could secure their Li supply here (realistically they'd need JORC) for relative 'peanuts' in automotive terms
Security of supply into the 20s is hugely on Majors agendas IMO. Opportunity in plain sight ? Just my thoughts

getting driven into dust here :(
Logic taken a back seat
Heres hoping Q1 brings something better. gl

Candid. Fair play to you

The SP is so perverse that I'm not sure it will even move with the MRE
I try to educate myself and read around, IMO the malaise may be due to the wider blockage in exploration spend, and the Li price paradox, a mini subject of itself
However, thats not universally true , as you will know if u are fortunate enough to be in say ROCK this week.
So no straightforward answers.