Member Info for TheLord1

The share price drifted after our "strategic investor" sold 10% of the company in under 2 months....why can people not connect the dots.....

Err by end of May....some people on here need to buy more shares....

Probably a starter for 10 regarding bid level for Atlantic ...but something for everyone to consider on here.

The ratification might be a catalyst there has been no share price momentum. This will happen this month with ASX in July.

Prepare to be wrong....also the stock you mention is up 66£ ytd so you are wrong there as well....

Good news

https://www.mining.com/chile-bill-targets-mining-boost-cuts-taxes-speeds-permits/

There is good detail in the Canaccord note including benchmarking vs DLE peers.

In brief Enterprise Value production compare total resource:

To reach Median CTL needs to re-rate 2.2X

To reach Mean CTL needs to re-rate 8.5X

In relation to reserves Important

To reach median 21.6x re-rate

To reach mean 29.7 re-rate

Clearly the CEOL ratification is due and ASX listing Q3 but the price has not yet responded.

Highlights from Canaccord note:

Prime Leadership market underestimates the value of Ignacio Mehech background, Leadership and experience.

CEOL agreement is genuine differentiator. The 40 year CEOL is an important de-risking milestone for CTL, yet in the view of Canaccord remains under appreciated by investors.

Lithium market is tightening. Long term lithium market is moving back into structural deficit. Laguna Verde's 25 year mine life represents just 20% of the current resource base, highlighting long-dated growth potential that is not captured in headline PFS metrics...

 Consistent with all other decrees in Chile, a final review is required by the Comptroller to ensure it complies with the Constitution and laws of Chile. The Board is not aware of any reason why the Decree would not be processed and anticipates ratification will take place in Q2 2026.

Due end of May.

I think you need to probably read some of his comments on other stocks to see which side of the market he is on it is very clear...

The year end accounts are due soon so you will be able to check. Remember £1 million was received from the government not so long ago and the last raise was £4.5 million from memory last summer. I would estimate the cash balance to be £3 million.

The new marketing and additional broker notes cannot arrive any faster....to say I am disappointed with the share price performance would be an understatement...

You sold quickly Daltry....this shouldn't have an impact but any negative news pushes the price down whereas positive news does not move the price forward...

Quite a few sales going through this afternoon.....back in the 7s......

Edison research note out on LSE worth a read after downloading etc.

I would urge everyone to listen to the Rock, Stock interview it covers many of the topics we have been discussing and the Rock Stock guys are well respected. This is the start of a profile building and I look forward to much more marketing from the company. One of the interesting points we haven't discussed here is towards the end of the interview. It is around building a refinery business for 3rd party companies as well as our own. It is something that I have mentioned to the company several times and I am glad it is being highlighted.

Mr Gee I have been looking at the recent share price action closely and modest sales have moved the price disproportionately. I originally thought all of the 20 million shares had been absorbed by buyers but the MM had been gradually reducing the balance that they were holding. I know this is nearly complete as I spoke with the company yesterday.

Overall it has been a frustrating time but things will turn. I checked to see where we were with the year end financials which are a requirement for the ASX listing. I know that these are under review by the auditor.

Ultimately AIM is not rewarding the progress that has been made so ASX will offer a better picture and proper comparison vs similar companies.

My understanding is the market makers are sitting on the end of the last portion of our friends shares. Hopefully when this is through some more sensible players can get involved.

Have the big milestones been delivered? Yes. Is the share price reflective of this No. There are some new broker notes due and hopefully this will provoke strong interest. Cheers

Cheer up Scott....