FA & General Banter, page-20056

We don’t have to know everything in the middle of the chain imo. Same investing strategy since 2.8cents. We didn’t have to know we’ll have 100 or 156mt. The squids and giraffes were obvious. They’re more obvious now.

Benchmark has tremendous data available re the sector, I’d go with where that’s pointing to, unless the sector deliberately provided fake information in order to mislead


If we know the supply coming online and the ev car sales trajectory, it’s like knowing what you’d have to multiply with 9 to arrive at 90 imo.

none coming online in 2024 the scale of Ltr

some are producing or are to produce very small volume and yet they have multi billion mcap. Most hard rock production aren’t genuine sc6, most production are at 5.5. We’ve been thru this in the last 4 years. When LTR looked cheap, it was really cheap. (It was cheap at 3c, at 40c, 60c and 87c hence it went back to $2.24. the sp can move very quickly.

Producers really have to start paying quarterly dividends and stop hoarding cash - not only to be fair to investors who supported them for years without a scent or faintest smell of it, but that’s simply what a good business with decent earnings does- once they start paying quarterly dividend they’d get the respect and posture of a confident business, not greedy, not scared. If you have a grandma who’s really reputed as stingy and just want to hoard cash all her life, she’ll get no love.

We just have to let the team do and deliver as what they’ve been doing. They’ve delivered 50-75 baggers. No reason they can’t deliver multiples of what they’ve done.


Robust news flow just ahead.

Tsf construction

daily blasting and trucking of the lithium


10 months to commissioning

13 months to production


Less than 10 months to DSO revenue potentially worth a billion


So close now. No guerillas, no bridges to build over rivers, no permitting hindrances, high esg rating


The ducks are perfectly lined up.



all imo