Share
2,453 Posts.
lightbulb Created with Sketch. 1638
clock Created with Sketch.
25/07/24
21:59
Share
Originally posted by chokdee:
↑
Nice Venge - some just can not be pleased in their multi millionaire quest - nor understand. Sharesdude - I looked a long time ago at what you summarize - acted on it and achieved substantial results however not for some time although prior to this ann - as I suggested "do they have sufficient funds" I was contemplating another crack - missed the boat - no dramas. Pelican - mate simple as you state - is it not - some just have turn it into a megadrameeeaaa - it's a tough business investing - get over yourselves whiners. JVP - what can I say. Sawadeekrup sooay - sabaidemai. - ooh jaiyenyen - Karkunpup mak mak - Lagorn - krup. PS - Chokdee = good luck - yep went for a random haircut - 16 years now - nah no adams apple - lived in Koh Samui and Chiang Mai - Isan farm in country post 20+ years mining in the amazing global leading minerals country - Australia. Many are not understanding why ARU are attracting so much global support - I'm sure the ROW know of Lynas origins (how screwed they were by Aus Gov at the time but still spent substantial millions to set up LAMP and only continue to expend exponentially - seriously who gets US DOD financing to build a plant in Texas and more for HRE's) - the only major RE explorer-developer-producer ex China - OK I'll spell it out Australia is the number 1 country globally for mining governance/tech/science/highly skilled labor etc etc - ESG - human rights - really is it little surprise with debt facility closure and similar will apply when equity closure arrives and the whiners - wannabe legends are legit legends for staying the course. I struggled like many here currently - early days - holding Lynas. Almost exact same situation in play - uncertainties - China interference - yet ARU are so far more advantageous in 2024 and I have been contemplating collating a peer review of where Lynas were - as we are now - just for those running on learner plates - however I will probably start a new forum on ARU advantages over that of Lynas early doors - they are substantial (and don't the BEOT know such) - many know such and will add to what I will get around to posting. Chokdee to all holders - some certainly need it more than others. Respect major majority of posters here however a few .... some very good have departed or just awaiting ARU FID - Birch and I stoush at times - certainly nothing hostile - he gets a bit wrong as do I - as do many - yet the exchanges create better understanding to align with Insto's - because simply we are not privvy to what the Insto's know - and keep filling the coffers on what they know - follow the money - the mega rich are such for their experience - inclusive contacts (multi governments) - endless resources/dedicated (very well paid) investment teams to - well - get even more rich - and importantly diversify to achieve such - appears Gina has pulled the right team and choices together opposed to Twiggy's hydrogen aspirations - really amazes me no one has picked up on such - along with that massive Simandou iron ore mine finally coming on line in 2025 amongst other Chinese supply arriving ex Australia. Talk about RE's importance re military - fme - no steel makes all that RE irrelevant - so China source iron ore ex Australia - they have just become independent of Australian minerals demands re they are doing exactly same with everything they require - they will get it through Africa or other BRICS aligned nations - suck the RE concentrate - lithium SPOD etc from Aust for now - sorry taken a journey here - but SERIOUSLY - can we not see where the likes of Lynas and ARU will be positioned by 2028 and beyond - well most can bar the FID traders whom just got a reality check - lack of research (do a paper on Lynas 20 years please) - after 20 years only 3-4 short months ago Lynas was due in Malaysian court yet again on new enforcements - well they said new requirements - which Lynas has prepared for and spent circa 700-800 million AUD on - and you have to clearly understand this - a separation plant in Kal - seriously - that is 700-800 million to appease the Malaysian Gov (and anti Lynas decades long protesters - for which Lynas have more tahn proven their overwhelming safety - social - employment conditions way above and beyond requirements and Malay Gov still mess with them - well until big daddy - uncle Sam appeared quietly and made it all go away for now - anyone seeing how many ASEAN nations joining BRICS of late - ok for now but seriously fragile in future and clesrly why Lynas expanding), Sorry I am old school re errors - tech not my thing - genre. Dam Mum will be disappounted as she reminds me regularly of her contrematrist career when she was young - f I've never heard of it but it invoved typing - maybe FBI stuff - always wonderd why the old man calle dher Piroi. Good evening and goodnight fellow holders im a little - so happy - try it.
Expand
Me get it wrong from time to time, nah, not me… Are you surprised I got down that far in you post to read that comment… One of your best Chokdee! Well written, today has been such a long day that I used all my lightbulbs. I will have to come back tomorrow to dose that message up with a well deserved bulb! Well balance post, and I agree. Love the part about LYC comparisons.