Christopher Elliott

[Christopher Elliott @Christo08079375]

@ausstockchick Hard to exclude Qtwo

[Christopher Elliott @Christo08079375]

@Contrarian_WA Great analysis. I have not thought about the data in this way. The other possibility when analysing battery output is that the cells are produced but are sitting as stock?? Of course BESS is in there as well. Would be nice to know how to differentiate between the two.

[Christopher Elliott @Christo08079375]

@BLSHigh WR1- Low SOI, simplified path to production without significant dilution (assuming Renard option is taken up), Advantageous ore body for start up, Management are experienced and driven, AISC should be low for DMS production. Plenty of near term catalysts. All for a tiny MC

[Christopher Elliott @Christo08079375]

@KatusaResearch WR1

[Christopher Elliott @Christo08079375]

@CarlCapolingua @lithiumboom WR1

[Christopher Elliott @Christo08079375]

@BLSHigh WR1 :)

[Christopher Elliott @Christo08079375]

@Itzkizz3 My top 2 picks in Li pre-production plays. I hold both although majority in WR1 because I got in early and believe in the project. Both heavily undervalued relative to their respective hard rock and brine peers. GLN very compelling every time I look at HOOPZ bang for buck chart

[Christopher Elliott @Christo08079375]

@BYDGlobal Would be interesting to see how this compares with Feb 2023. Although even more relevant would be total sales for Jan + Feb for 2023 and 2024. This view would offset the influence of CNY moving from Jan in 2023 to Feb in 2024.

[Christopher Elliott @Christo08079375]

@goldeneagle1972 WR1 - underrated relative to peers by at least 75% without taking into account MRE upgrade in H1. IMO $3-5 in 12 months if the Li price plays ball and no other major disruptions occur

[Christopher Elliott @Christo08079375]

@equivestinvest asx AW1 have proclaimed a camp style copper project. Drilling so far supports the claim but proving it up would send the stock into the stratosphere

[Michael Davidson @east_winds]

In my new piece in @ForeignAffairs I discuss the state of China's coal build-out and how different approaches to energy security can help ensure a reliable power sector and decarbonization. https://t.co/UIHMH69VQG