Day to day discussions on S/P, page-11274

canter becoming a gallop..

I think GXY turnaround at Mt Cattlin has also surprised a few and shows how with perseverance the recovery / grade volume has hit the sweet spot and Spod pricing is still subdued .. bought a few GXY today as well on that basis and i like the GXY weekly chart.. good for PLS

Cost is king and if GXY can smash out production at a cost in the $300s then eventually so will PLS and that means PLS is most definately undervalued considering it will also be generating $200-300 M revenue

Who knows what plays out with KDR as well ? I let all mine go for 1.84 and I'm comfortable with that.. a superior offer just means my PLS will run even harder but the downside risk of holding onto a KDR offer with subject to's vs taking a profit off the table was a no brainer for me..

Li space is volatile but it's a kind a volatility I'm getting excited about now..

good luck keeping a lid on it

GLTAH