It's not the whole sector - we are outperforming (on the...

It's not the whole sector - we are outperforming (on the downside)

LTR is in a similar position to LLL (but based in WA), they are ramping up a fully funded project with offtakes in place and developing a 500kt project commencing in 2024. They have increased from a June low in the 80c range to over $2 (and hit $2.20 this month).

Africa discount, FFX stench - whatever it is, we continue to underperform.

The good news is that Simon and the team appear to have stepped up on the communication front and are kicking goals on project development (including fast-tracking revenue through DSO). It's only a matter of time before the good news and value proposition gets the attention of investors and we see a rise in the share price.