LML lincoln minerals limited

Ann: Update to PFS Announcement and Presentation, page-48

  1. 5,291 Posts.
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    haha, you're not wrong. But i'd imagine we'll be above this by Jan 2026. The company has really caught the knife with graphite prices - it's not just us (which is comforting), looking at RNU, QGL, SYR, IG6, and others (even nvx and tlg to some extent...although they are far more advanced). We are catching the bottom of the cycle here, uncertainty about tariffs also. It's the joys of low liquidity, pre-cashflow companies; they are sometimes a 'lobster pot'...at least for a while. I guess the question you need to ask is 'do the economics stack-up (from the PFS)?'. I think it's certainly compelling (but if there is one thing i've learnt from markets is 'it doesn't matter what i think'..lol).
 
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