Member Info for TheLord1

The big short term winners were Metals One. 20 million bought at 5p with the 20 million warrants at 6p. Sold 7 million at 10p and a further 7 million at 13p yesterday so P&L of £410k with 6 million risk free shares left and all the warrants. When I raised my concerns with Daniel on the call before Christmas he completely dismissed them saying they were a serious long term holder....

In the call they mentioned a potential summer minimum compliance listing.

You need to understand the cash burn from the senior management this is what is hurting the share price. I am genuinely surprised you guys are not on top of this...

Guys I am going to be candid here I wouldn't worry too much about what Daniel says .... Focus on where the project is which is significantly de-risked and the price doesn't reflect this. The PFS is a key document it will reveal the true value of the project which is significant. When he revealed he hadn't done any marketing for 12 months when he wasn't saying that last year that spoke volumes....

A great deal of volume including a 7 million sale that is likely to be our friends Metals One. A relatively informative webinar probably more useful for more recent investors. I look forward to the PFS being released towards the end of March and some sustained share growth. Cheers.

Correct. I am also hearing a 7mill sell is being worked in CTL so probably another Metals One trade.

I have waited to post on here as I have followed the share. My main concern is the cash burn which does not seem to be taken seriously and the number of projects and interests the company has. I do hold CTL and I was concerned that Metals One sold a tranche too early...

On what basis do investors think the underlying projects will be successful? 1 in 3, 1 in 5 or 1 in 10.

I am a bit busy at the moment but the news is out on the ministry website... Green for go everyone .....

Not sure why I bother posting.....the article was crystal clear.....

Https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/3/new-company-to-join-chile-lithium-miners-within-days-cleantech-lithium-ceo-99422209

Ok I wouldn't include the 5th in the calculation and the end date i get is the 10th March...I have also checked this.

45 days from submission of the application is tomorrow so it would be good to see something back before close of play tomorrow evening.

The key point remains a announcement into the fast track. Certain people believe this may happen before the current minister of mining leaves office later this week. If you listen to the PDAC interview Ignacio gives two different answers around the overall award of the CEOL but both on the near term. Personally I am relaxed and I will wait for the news.

It is that squeaky time someone mentioned a while ago...

Interesting piece of research from earlier.

https://ionanalytics.com/insights/blackpeak/chiles-critical-minerals-u-s-china-rivalry-and-political-changes-reshape-mining-risks-and-opportunities/

The ASX listing will make a difference when the valuation of the company is significantly higher. Currently the valuation is £20 million once this re-rates at a higher level and there is a comparison vs peers this should be attractive to investors. This requires a considerable multiple from here.

Not sure I agree. The CEOL is the first significant de-risking event. The PFS will confirm the valuation of the project which is hugely significant and not known at present.

Not sure I agree with total loss given the value of licences bought recently re polygon. Lets see what next week brings in terms of news flow...

The news flow on Reuters and mining sites last night is positive. It is clear that this is coming from the government. It is important the current government leave a positive legacy when they leave next month.

In Chile you are only allowed to stand for one term but you can then stand after the next government has served there term etc. The messaging is Chile is open for business.

Probably best to rest. This has risk and you have accepted it. The news will flow through soon.