Well I stopped posting - even looking when the relentless - never ending onslaught of personal attacks on Verner - for which some were justified.
Unlike many others you mention - we had just commissioned an extremely expensive graphite mine (others did not and were no where near it )- only to sell product at a very reduced premium to China - large production only to sell well under cost of production - why so much production at a time demand was clearly not there nor customers obviously - I did not join the crucifiers although I had posted poor management previously - which remains a legacy unfortunately - there is no denying that fact or we would be around $4 - $6 today - still leaves some issues to insto's etc obviously.
Covid was a cop out to place Balama on care and maintenance - anyone knows that - why did they restart when they did? why still operating now?
It bought them time for for demand to materialize - for which every stakeholder is relieved has arrived. Cost plenty whilst we were waiting.
Hit a nerve there Proga - nothing like a passionate holder staring at sp every minute and disliking any negative comment. Management is what got the likes of LYC - NVX to where they are - jury is well and truly out on Syrah to get it right. 2EASY example of TESLA announcement another blotch - transparency as publicly listed company is a requirement - 6 months between any ann and they stuff this one up - well done indeed by management again - as you or someone else posted thanks to our number 1 holder through the difficult times - lets see what they can deliver on FID that you said many times would be before Xmas - what they can deliver on shipping delays and all other news flow. Not all rosie is it - there's a couple just there - Delays with FID and shipping with latter being a global issue obviously.
Have management done anything with freight cost to port which is killing opex - the contractor solar plant instalation the pumped.
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Price($) | Vol. | No. |
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