This post is counter intuitive. If there is a recession you...

This post is counter intuitive. If there is a recession you would want to be holding onto your job, as it means the mining industry is not doing great.

If lithium supply > demand only two things do that meaning either i.) EV demand is falling of a cliff or supply is coming on too quickly or ii.) a temporary blip. I am in the temporary blip category because EV demand is not going anywhere and this picture again shows how many new mines are required (and lepidolite is not a long term replacement for spodumene China as I posted previously). Those entering early will do well and I expect prices to rebound by. From this post is what 5 TWH means- Post #:65817444:




In terms of mining and underground mining that is largely capital intensive. Where the people skills required, and are critrical, are in in particular ensuring you set the specs of the ball mill and SAG correctly as well as in ensuring WOF works on spec (and monitor it correctly and know what you are doing and especially around deleterious elements) and ensure the feedstock (i.e. ore) is consistent. There are other elements of the process flow sheet that are critical obviously as well, but these two impact recovery rates the most..

Gina didn't lose staff when she took over AGO - money talks, bullshit walks.

If Gina bids it will be for a full takeover as that is how she operates generally - been turning a company into a private company. If it is a JV of sorts mor than likely it will be a private company arrangement as well.

I suspect the market is expecting an offer - I wonder how many shorts were closed last Friday. It is just a matter of when.

All IMO