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well.. it is deserved given the news!
For the posts!
I predict that scoping is out before june 13 I predict Oman news is in aug/sep I predict Moz pfs in feb 19 Moz license approval, no clue. I also see us getting a lot more international attention after the summer, after scoping etc. I do look forward to the day the Lithium ETF(s) notice and invest in us.
Yes. Looking forward to real comparisons. Altura mcap is now at 2x their phase one npv which still is the going plan although they’ve released plans for double production. This suggests that we should soon be valued at 1x our phase 1 npv which imo will be in the area of 25p. So...if the Li market stays strong and general markets don’t collapse - which is in fact a risk - I don’t have a hard time seeing us at 25p+ within a year. Now everything takes more time than you want but we have not accounted for resource expansion and moz.....and maybe Oman.
Exactly. But even younger projects can strike deals. Like Kodal in Mali. Nemaska are striking deals and they won’t be producing before q4 19. We are not far behind and I guess we are getting calls. It’s a race to secure supply! What we want to do is to strike a good deal rather than a quick one. A bit of a waiting game. Pilbara are sold out of supply..
Martin is in the Li club in China talking to industry players. https://twitter.com/amiller_bmi/status/999130854780682240?s=21 Last picture, 6th guy from the right.