LML lincoln minerals limited

Ann: Update to PFS Announcement and Presentation, page-31

  1. 5,291 Posts.
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    Appreciate the little update. We'll be fine, the assets are solid. Their comms are good. We are just in the wrong part of the graphite cycle (mind you, I'd say it's bottomed). It's a patience game, which is frustrating, for sheer opportunity cost (the usual 'the hardest part is doing nothing' lol).

    Globally however, there are massive headwinds more broadly, the globe is going into stagflation (IMO). Currencies have been debased so severely, which is causing costs to soar, and no doubt the money printer will strike again, and interest rates will be cut (to keep it limping along). The good thing is hard assets (commodities, realestate) typically do well, and hold value. As long as Lincoln can maintain/raise cash over this time period, we should be fine.
 
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