Happy to answer. Not so happy to talk about another company here...

Happy to answer. Not so happy to talk about another company here as I tend to stay in my own lane, but I will try as you seem to have a curiosity, btw I go MIA as I retire early for 4 am starts while US markets are open, before my day job

definition of fundamentals is subjective, so no comment

ASN is far more advanced than MAN down the development path, cash balance means no need for a discounted CR

If JA sits on his cash balance and does nothing, he is not doing his shareholders any favors at all.

The reason why we buy these stocks is for the company to develop into a cash generating business, not many make it btw, it is high risk high reward, and with low lithium prices, the risk is high, and I am clear about that here

MAN have stopped lithium development due to low prices, ASN have no choice but to proceed, still not happy about YC drilling

I know what ASN is planning, I do not know what MAN is planning

Am I confident in shares in a lithium company in 2025, no

Thanks for a respectful question

Melen