Member Info for TrickyDicky2

Bell has played the nearology card on many occasion with abject failure in every instance. Cote d'Ivoire will be no different.

TDT

So very, very true.

"“In general, the global mainstream press is lazy, doesn’t understand lithium, writes simple narratives and then searches for data points to back up their ill conceived beliefs.”

A good sensible, grounded assessment.

TDT

https://stockhead.com.au/resources/clouds-clearing-lithium-price-bottom-will-hit-by-second-half-of-2024-believes-realistic-bull-joe-lowry/

Also, worth a listen just in case you miss the embedded link at the end.

https://open.spotify.com/show/6jZzmmYVDpTBpRyYPfejuL

Hazbeen

"There can be no certainty at this stage that the full financing solution will be achieved."

They have to include that statement, it's standard. Either that or confirm that the funding has been agreed.

TDT

Either that nesty or you don’t understand what he’s saying.

TDT

"Huge increases in production"

Really?

The only reason why the tin appears to show a "hugh" increase is because they're comparing Q3 2024 to Q3 2023 which is when production was affected by a 5-week shutdown of the processing plant. Earlier quarters when full production was being achieved were a good bit higher, Q1 239 and Q2 214. It's still a good uplift but maybe not quite as good as they're making out.

AISC is a bit disappointing. Revenues from the tantalum, when they start, might go some way to arresting the slow bleed. An operation that's cash positive even before the lithium kicks in would be good.

All set up p for a stellar 2024.

Merry Christmas and a Happy New Year.

TDT

It looks like the market is on the verge of correcting.

TDT

https://stockhead.com.au/resources/ground-breakers-the-lithium-price-rut-hits-home-as-core-sinks-on-finniss-update/?utm_medium=email&utm_campaign=Lunchtime%20-12-21-2023&utm_content=httpsstockheadcomauresourcesgroundbreakersthelithiumpriceruthitshomeascoresinksonfinnissupdate&utm_medium=email&utm_campaign=Lunch%20wrap%20Dec%2022&utm_content=Lunch%20wrap%20Dec%2022+CID_38bf1e6abdd1c7dd2a6badee975174bf&utm_source=Campaign%20Monitor&utm_term=Ground%20Breakers%20The%20lithium%20price%20rut%20hits%20home%20as%20Core%20sinks%20on%20Finniss%20update

"We expect to generate cash from sales of assets and from court and arbitration awards over the next few months."

I expect they won’t.

TDT

Ooooooh. Helpful being bit c h y. Scratch your eyes out or what?

Handbags at dawn you big girl's blouse.

TDT

Ooooooh. Helpful being bit c h y. Scratch your eyes out or what?

Handbags at dawn you big girl's blouse.

TDT

Cgull

All 4.

TDT

Formally appointing who they said they were going to appoint is no big deal. What is of relevance is this.

"As stated on 2 October 2023, Reta Engenharia has been retained to complete a detailed capital cost and schedule analysis which is expected to be completed by mid Q4-2023"

We're well past the middle of 4th.Q and no sign.

Who's steering the ship is of less importance than the direction it's taking.

TDT

“ Who says 'in due course' means 21 days?”

Nobody.

TDT

This is 6 months old now but its still worth a read.

https://www.reuters.com/markets/europe/tin-takes-breather-calm-may-not-last-long-2023-06-14/

I've always found Andy Home's articles useful because he doesn't shy away from addressing the negatives as well as highlighting the potential upsides. The period of weakness he predicted several months ago should have played out by now. It will be interesting to see if tin now goes the way he was suggesting back in June.

"t's still a long cry form early 2021, when tin was suffering from extreme scarcity and the LME cash premium flexed out to an unprecedented $6,500 per tonne. But it's a warning sign that there are turbulent waters beneath tin's surface calm."

TDT

“There is no man more dangerous than one who does not doubt his own rightness.”

TDT

CCC

I think it was Credit Suisse that put tin at the top of its list of commodities to be in in 2024. Lets hope they're right.

TDT

Sorry to see you go Hazbeen. You've been a tolerant and balanced voice on this BB willing to challenge the positive and engage with the negative. A rare example of what these BB's should be and not the blinkered partisan approach adopted by so many.

Good luck with whatever you get into next and Merry Christmas and Happy New Year to you and yours.

TDT

......needs a bit of help(ful) from Elvis.

TDT

https://www.youtube.com/watch?v=3Y71iDvCYXA

Careful what you wish for or heads you win tails you lose, take your pick.

TDT

https://cleantechnica.com/2023/12/13/molten-tin-lithium-free-energy-storage-long-duration-thermophotovoltaic/

These are UT trades. You can ignore them.

TDT

Lucando

Terrible. But at least they have prospects. This one doens't.

TDT