Ann: Helikon 4 shaping up to materially extend Phase 1 life, page-47

Hey Logzy,

Must admit I've haven't been lurking here much of late, saw your comment and was surprised to see your patience, positivity and sentiment frayed.

Fair enough too. Long termers feeling frustrated and strung along with a litany of delays.

The Ann title/focus shift and news leak criticism is fair imo. But, LOM extension of 50% is significant.

Purely gut feel, but despite all the hoops we've had to jump through and multiple changes of tact, I think there is a seriousness/commitment to getting this over the line.

Watching the LKE/Lilac soap situation has been interesting. Not sure which outcome is more beneficial to LPD.

I guess the macro outlook is helpful in terms of delay, supply is tight and demand is high with forecasts set to remain this way for an extended period.

Was very tempted to cash out at a loss and put it into other Li stocks which have gone mental since.

Will reassess at next Ann.