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25.0¢ delta lithium limited

Hi waz / all, Where was it mentioned about delays to Mt Ida...

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Fyfee

535 Posts.

314

09/08/23

21:12

Post #: 69256343
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Originally posted by WazBuff: ↑

I've been a believer in the company for a while now but the presentation raised a few points for me:

1. Mt Ida - shipping looks to have expected delays, with shipping now in Q4 2024 as opposed to mid year.

2. Mentioned PLS & LTR had an initial MRE of 30Mt. Was this to manage expectations created by the company? Are we looking at a lower first estimate?

3. Why the sudden mention of gold ore? Is this to compensate for a reduced grade or size?

4. Mention of market volatility. Is this to provide a softening to an expected fall?

5. The narrative around Yinnetharra appears to have moved from how big it will be to let's get out there and try to find a big resource.

There's been enough news to date for me to see what can be delivered, however, it does seem to me that there has been a more cautious approach to the statements being made - first from Charles in Noosa and now even Flano. Sometimes what isn't said can say just as much.

My thoughts only. DYOR

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Hi waz / all,

Where was it mentioned about delays to Mt Ida shipping shifting to q4 2024 , as opposed to mid year.

Thanks in advance to anyone that can shed light on this.

DLI Price at posting: 72.0¢ Sentiment: Buy Disclosure: Held
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