If I had intention of engaging with you in tit-tat which company...

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kropka

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26/08/19

11:04

Post #: 40149262
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Originally posted by curiouser27 ↑

Selling to 3 parties without enough profit margin to cover is just depleting resources

You are making assumptions on what the profit margin is.

Since AJM is in reality, still pre-nameplate, hence in learning mode on the best setup. The reducing costs are quite encouraging. The offtakes don't even include Shanshan yet, which bodes well for the expansion.

This is in direct contrast w/ A40, where the costs are increasing (with only 1 offtake), the inability to find a LT partner coupled with the steps they now had to take (factory shutdown) to alleviate those costs. All these should be telling you something.

Please do not engage me anymore in a tit-for-tat as to which company is better. I clearly think AJM is showing much more promise based on results, but you keep insisting that A40 hopefully will make this move or that. All speculation.

IMO, those who keep focusing on AJM here are just diverting the retailholder's attention. There is absolutely no reason why AJM must be alway dragged into analysis of A40 moves. You guys might want to wake up to that.

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If I had intention of engaging with you in tit-tat which company is better I would do this long time ago in the AJM forum.

Unlike yourself, I don't have habit of visiting forums and argue which is stock better.
I just wanted to point out that in the very bad for lithium scenario, A40 (after paying off debt from sale of spod on hand) can go into C&M while AJM does not have such option available with their asses.

Once again, you are the one pushing AJM case on A40 forum not me (no holder) visiting AJM to defend A40.

I don't hold AJM thus no comments from me there and suggest you think about it.

A40 Price at posting: 8.2¢ Sentiment: None Disclosure: Held
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0 Great analysis

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