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GGG77

1,492 Posts.

3114

20/12/23

09:35

Post #: 71541330
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Originally posted by Stockholm: ↑

I follow the boys - where do I find this type of info?

I also hold MIN.

what impresses me about Chris is he runs the company like a money manager with a focus on returns. Gina & Chris are two steps ahead of whatever we think is going on.

I don’t think Chris sinking a ton of cash on a non producing mine (no return , money pit for a few years) is his main game right now.

Let’s not forget there is delta, wildcat etc.. all still playing out. A mine of two where MIN has build significant control and BOD roles with not a huge amount of outlay.

Back to Chris and his ‘money management’ of the mining world. LTR is up and running in 6 months, will be printing cash and will make a huge return on a potential MIN bond raise at 8-9%. Given the offtakes etc… it’s a no brainer. It’s money for Jam and for the jewel in the crown.

Chris has a great relationship with Albermarle and Gina.

I’m backing Minres is the play at hand. But I could be wrong.

As a holder of both I hope it is MIN - as I can still reap the rewards in years to come. Would be a shame to cap out at $3… it’s worth so much more. would be good to also see them scoop up Ottaviano as a senior leader.

However, my clear preference is to stay Liontown.

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Hey@Stockholm the image of the link above briefly popped up on one of their instagram stories. If you subscribe you'll receive updates https://subscribepage.io/moneyofminenewsletter

Plenty of questions regarding who, how, why and how much. Some of my questions are... what will it now take for a big suitor to take ownership and what will prevent this from occurring and when will we see this activity come into play. It seems inevitable now. When Lithium carbonate starts another bull run soon they'll have missed the boat with LTR specifically IMO so the race is on against time for any interest in LTR.

AIMO

LTR Price at posting: $1.63 Sentiment: Buy Disclosure: Held
32 Upvote

4 Great analysis

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