Agreed; I've said the off-take would be a catalyst but the wording and volume will be the most telling.
I like numbers as in financial models; the poster I can take or leave the poster by the same name.
You may dismiss my AEV NPV model and Indonesian rock phosphate imports characteristics as "must've have must to do"; I call it research.
I am a full-time investor; I spend at least 8 hours a day. 5 days a week dedicated to this. Often multi-tasking. I can quite easily be listening to a podcast (finance, macro, geo-political, resources, tech) whilst scrolling through or posting in HC. I find HC both entertaining and educational. I follow 20+ stocks in HC. All specs. The day to day commentary can give valuable insight into sentiment.
My current take on sentiment:
The rusted-ons are still bullish or at least hopeful.
Very few new posters.
Scant research shared apart from general LFP market stuff and a short-lived but fruitful discussion on DSO NPV
All imo
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- Ann: Quarterly Activities/Appendix 5B Cash Flow Report
Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-169
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