1MC 9.68% 2.8¢ morella corporation limited

Ann: Response to Speculation, page-1714

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  1. 6,066 Posts.
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    “As I stated on the TAW forum, how do we know that our offtake client weren’t ready for first shipment? could this be the cause for athe slight delay? or could it be strategic? falling Aussie $ ?”

    So your suggesting that the offtake partner, whoever that is now, has the power to tell Altura when they want the product? Sounds like a great setup for Altura and it’s holders. Extremely strategic to delay revenues

    “Then again, you seem to know more than AJM, about their finances, their strategies, their offtake partners, investors, LOM, lithium grade, than the BOD, damn, I wish I had your crystal ball

    Ridiculous, how would I know more than AJM, never claimed to but what they know and what they release have not lined up for a long time and that I have known would happen and commented such months ago.

    “All said and done, the lithium industry is still in its infancy, the amount of lithium needed today, is insignificant to what will be needed in years to come, being a producer now has some advantages in locking inn offtake prices and partners, but many processing plants are either, still under construction or planed for future construction, so really what’s the rush? So if you could keep your information factual, not your bias opinion, I feel you may earn some credibility on forums, other than TAWs.”

    What’s the rush, are you really asking what the rush in AJM getting money into the bank is, just read the last quarterly cashflow and any ideas you have about waiting strategically for a better currency rate or for it being a strategic decision will quickly make you realise that has no basis that would Be beneficial to AJM holders.

    I’m also not sure why you say Mark Calderwood is a marketing genius or whatever your words were. He has done very little marketing compared to peers but seems to be getting out and about a bit More now after proving they do what they say they will. Ken Brinsden has been the poster boy of Australian lithium companies for a long time now (done a fantastic job) with Altura not far behind due to the very loud and pereistent claims of being “Australia’s next lithium producer”. There are still quite a few lithium investors who know absolutely nothing about Tawana (the same can not be said about PLS and AJM) so I think that theory you have has little factual basis outside TAW holders who think he has performed fantastically.
 
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