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This is so very different to what happened at Sirius Minerals I don't know why some people keep insisting on trying to make comparisons.
TDT
Theeeeduke
Will he have a letterbox in the lid of his coffin? Does that mean he's going to continue to communicate from the grave! Perish the thought.
TDT
"At least I am invested....."
And that's a positive?
TDT
This is a month old now and I've no idea if it has been posted before.
https://www.ft.com/video/b6908d24-0c39-425c-a1ed-6b2ad7ad70ff
Worth watching.
TDT
"My glass is always 1/2 full"
Until it's not.
TDT
Interesting article.
https://www.afr.com/markets/equity-markets/short-sellers-crowd-lithium-companies-to-start-year-20240104-p5ev5c
Andrada just needs to keep on plugging away. The market will turn eventually.
TDT
"This lady is gold dust ...."
That's quite an ironic description. Maryse Belanger was brought in to Pure Gold, a TSX and FTSE 250 list company, a couple of years ago as a turn around specialist during a rapidly increasing gold price.
She didn't prevent Pure Gold from de-listing and being acquired by West Red Lake for peanuts.
Don't hang your hat on one person.
TDT
I believe this was first published April 2023 which means there should be one for 2023 coming out April.2024..
https://chamberofmines.org.na/wp-content/uploads/2023/04/2022-Chamber-of-Mines-Annual-Review.pdf
The section on Andrada starts page 31. It doesn't tell us anything we don't already know but then again its 12 months old.
TDT
Sabrage
From memory break even was in the region of $10,600 for Araguaia line 1.
TDT
"We have all seen what your word is worth."
Coming from a pathological liar and serial BS merchant. Priceless.
TDT
You have to wonder at just how many of them followed their convictions and bought on the way up?
TDT
"Still think for the time being that looks like PI buying and selling....."
Agreed. The contents/implications of the 27th. December RNS will take time to travel to the outer reaches. Once a bit of momentum starts it develops traction. Doesn't last long without news to back it up though.
A 15p/16p base is a better take-off platform for what comes next assuming of course that what comes next is positive for PIs.
TDT
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
"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