Good news coming., page-64

The mcap difference is not really ludicrous as GXY is fully contracted and producing, PLS and TAW are funded, off-taked and ready to produce this year, whilst KDR signed a deal with the whale of Li industry and will go the fully integrated model. These assets are worth more a they are much more de-risked and in some cases are pumping out cashflow. BGS has dirt in the ground and thats it so far. Long way to go to de-risk like these peers and be nearer to those cap levels. Complaining the mcap of BGS is not up there now is like whinging about you boss declining your request to get 2 years wages paid in advance.

When you sign deals, you sort of know what you signed up for. Issue was the past board and management just signed trash deals. This board better not try and hold out too long and squeeze the lemon too hard as you might miss out on some of the best years in the Li boom. As much as I like the prospects of this company, it wont be producing spod in 18 months time. No company in this space has hit a deadline and none have ever commissioned well nor to nameplate.

Drill results late now, later may suggest that they weren't that great. How long does mali take off over xmas when its 95% Muslim? Granted, maybe a bottle neck at the assay lab.