Shooting oneself in the foot, page-20

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E_Diaz

255 Posts.

25/06/17

06:25

Post #: 25474200
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Originally posted by Scarpa ↑

No worries. I stated it as as IMO and 'looks like' in point ii, and was a higher level summary of the italics part of that post (embedded in that post the italics point 3).

IMO the market felt the road to commercialisation, in the absence of definitive announcements from GPP of first sales were shorter, whether right or wrong but it is a question of the perception created in that environment. And IMO the sell-off reflected that market sentiment, whether right or wrong, so if parcels bought by LT holders an ok outcome albeit a disappointment for many to see that sell off in the first place. The PFS needs to be definitive on timeframes.

Anyway suggest you re-read the italics part of my initial post, but understand also where you are coming from. From a personal perspective after the wheat and tomato trials, and the Ann prior to the other days Ann around the 'secret hydroponics' trials I just think the market factored in an earlier timeframes whether right or wrong. In terms of myself I do feel the pilot plant can be scoped and designed - with additions in plant - to a commercial plant and have posted such in the past. I also felt that hydroponics more likely than not would be the first source revenue for GPP, whether rightly or wrongly as well 9either as an additional unit to the pilot or increased scope of the pilot. Obviously I said in that post FA remains sound but short term TA has been impacted and IMO, TA, and the fall in SP last Thursday and Friday, is reflective IMO, whether right or wrong, of the market anticipating earlier timelines to revenue through hydroponics than awaiting for wheat trials etc. the Ann gives the vibe IMO that first revenues from OHD are up to two years away btw but that is IMO hence why I say the PFS needs to be definitive.

As I said lets hope the PFS gives definitive timeframes and lets see also what Morabisi brings. All IMO but can also see what you are saying as well given the announcement basically says no impact on timelines without stating the timelines themselves. So in a way what I am saying is the market may have had a mismatch with GPP on those timelines. Hope that makes sense.

All good. have a good weekend. I think I will now focus on the lithium side of the business as that was the basis of my initial investment here but have become interested in OHD of late (given I post more on OHD than lithium these days). Probably not worth debating, as I said FA still remains sound here but short term TA is shaky at the moment IMO and what is causing that is anybodies guess, but IMO I think the dawning of timeframes to the market is one factor (whether or not those timeframes have moved or not),

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Good post on market sentiment re. the expected timeframes mate. What are your thoughts on Morabasi lithium? Lots of people on here have been writing it off as a bit of a failure after that REE announcement.

GPP Price at posting: 2.2¢ Sentiment: None Disclosure: Held
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