Member Info for TheLord1

Good to have a balanced response close to a year ago many of us were in at a placing at 15p with a warrant attached at 11p with the CEOL in the bag as we then received news that we didn't have the CEOL and our investment dropped to 5p...

I have watched several of the Rock Stock videos in the past and YJ Lee is certainly very interesting. It is difficult to understand the violent price moves with the over supply turning to under supply in a relatively short period of time.

The energy storage story in particular is very interesting.

Most long term holders will have positions sorted. Plus warrant positions at 6p and 15p so decent access to further shares if and when required.

The news from the ministry as mentioned on the call is due at some point in February. A significant re-rate should result in more serious institutional players getting involved as this is not possible at the current company value.

Everyone wants to see the CEOL get over the line. Thinking it through the advantage the long term investors has are the detailed knowledge and understanding we have built over the last 2-3 years.

A couple of comments I would make are is that the timeline is fine it takes a long time to get a mine into production and CTL are well on track.

The other point is that there has been confidence before so hopefully the confidence this time is correct.

I wish I was a new investor and hadn't had all the long term pain etc. In hindsight there was no benefit of being an early investor unless you traded out at the peak.

As per below we are quite a long way from production but the value is around the de-risking process as the CEOL, PFS, project financing etc comes on-line.

There was a feeling that a couple of institutions were selling having bought in at the 5p placing keeping the optionality on the warrant.

Most long-term investors are likely to be underwater at anywhere between 20p and 40p average cost price with a number of retail being underwater at between 80p and 95p....

If anything really interesting comes up let me know if am a bit adverse to joining other forums etc. I raised the issue around the environmental process last night as I wanted everyone to understand that it will take 12 to 18 months to complete following the CEOL process. Cheers.

Sounds like you have a synthetic short probably best to close....

Daniel is hosting the call later, and I have asked for a hypothetical long-term price target.

Why would you share AI data that has been unchecked??

Long term prices look wrong.....a friend of mine who is a big holder modelled this at £5 per share after the dilutionetc...I suggest you ask the long term valuation on the call later....

Good news on appointing a quality financial adviser to aid in the financing of the LV project.

There are a couple of points in the comments today that are just wrong...

FIrstly the PFS will be released only once CTL are confirmed in the fast tracked process this has been very cleatly communicated... secondly the negotiations for the CEOL are going to be on similar terms to all CEOL's awarded this is not a bespoke process...

Great RNS this morning. I read this first last night on the ministry of mining site. Green for go....

Muted response to good news. The price has been smashed up over the last 12 months I expected a better response than a small 5% rise....Hopefully further good news around the CEOL will push this back to a proper valuation.

Https://www.reuters.com/world/americas/chile-votes-presidential-race-expected-lurch-country-right-2025-12-14/ I researched both sides and the winning party was the more favourable outcome. I had discussed this with Ignacio when he was in the UK.

A very positive update on the completion of the indigenous process. Hopefully further CEOL news not too far away. Also a positive result in the election overnight.

No ongoing obligation. I asked this question on the call a few months ago. Metals One seem to be a 1 or 2 in 10 Projects, they hope work... the risk with this is they run out of cash etc. From the outside looking in they seem to be trying to do too much with not enough cash hence the latest raise.

Err look at what that raised and look at the cost...maybe direct your questions to management rather than putting wild allegations around...

Non chatgpt. Do CleanTech need these licenses? Maybe they are reacting to how they have been treated over the recent Minergy events...plus they have the cash....

This is an old article.... given the cash burn and market capital that are quoted. Update on the CEOL process expected later this month...