This 16m that changed hands in a split second yesterday is a...

This 16m that changed hands in a split second yesterday is a very thick smoke billowing from Kathleen Valley imo

Has taken place when no routine rebalancing of holdings required

The Register tightens ready for departure


Excluding the quarterly, we haven’t had any price sensitive ann apart from the debt facility in the last 90 days


This is the biggest drought so far in our KV’s history. But we know La Niña is just in the corner


Commissioning must be ongoing now- it has been Ann’s. How do we know? We’re on track to production mid-24, can’t do that unless commissioning now in earnest. It’s been announced and no further daily announcement is required


the crew is healthy, fit and strong - being well fed by Simcor, just what’s needed to get this baby over the line


Give or take, just 70 days to go



Cash flow is within sight

have the customers stopped calling? Don’t think so. Ltr still has 150k tpa that remains uncommitted

If peers can auction what they produce in December, why can’t Ltr do the same?

if customers are desperately buying spodumene parcels auctioned for delivery in December, why can’t Ltr sell now a huge parcel for delivery in July or November? Oh we need to power up the WOF plant first and save the best for last.


Stay tuned on the world’s best lithium project