LPD 0.00% 0.3¢ lepidico ltd

In Post #: 66119112 , @Bullrush007 took aim at US DFC for daring...

  1. 864 Posts.
    lightbulb Created with Sketch. 1613
    In Post #: 66119112 , @Bullrush007 took aim at US DFC for daring to invest in Africa (the continent, including its regions).

    "If I put my DFC cap on, I would want more certainty and security (Karibib seems like a bad place when reading the news) and if this is the case…financing could be delayed for years while they gain this certainty and understand the long term possibilities of a stabilised African region"

    The Mining in Africa Country Investment Guide 2023 is a useful primer as to what is going on in African countries.
    https://docs.publicnow.com/viewDoc?hash_primary=8753BB4C34003EA092167D92F974CF3259B3088E

    Investors will also be interested in the Namibian profile on pp42-43 and what JW has to say in the Battery Metals article on pp76-81.


    https://hotcopper.com.au/data/attachments/5035/5035961-bce297c1c07aaa1ad314cc7062517888.jpg

    In relation to DFC investments, the Guide highlights activities undertaken by Chinese companies across Africa. Communist Party-owned Sinomine has a strategy to dominate in Africa through the acquisition of more assets - the cheaper, the better, and by fair means or foul.

    If the rest of the world seeks an alternative to Chinese domination of key resources (including rare earth elements and battery materials), with the monopolistic pricing and supply uncertainty it would create, then US DFC investment offers mitigation to that risk.

    If the CCP, through its companies can invest in Africa, and if the USG, through DFC can also invest, then perhaps @Bullrush007's concerns are overstated. Some strategies are worthwhile pursuing, and we see that with emerging companies like LPD.

    LPD investors would be pleased that @Bullrush007 doesn't seem to have a "DFC cap", and given the limited knowledge, may never be presented with the sought-after cap.
    https://hotcopper.com.au/data/attachments/5035/5035970-d8094f57fa3c6ecc368b465c4365aab3.jpg


 
watchlist Created with Sketch. Add LPD (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.