Payne

can we just compound quicker?

[Payne @apayne38JP]

@CJ0pp3l_Sub and there comes Tessara Blue

[Payne @apayne38JP]

@CJ0pp3l_Sub Would love to hear your thesis once you’ve fleshed it out a bit more.

[Payne @apayne38JP]

@TunaValue @CJ0pp3l Asked AI about this and seems to be promising. Either a holding vehicle for an upcoming acquisition or a way to smoothly acquire outside Poland through the favourable Dutch regulations etc.

[Payne @apayne38JP]

@evfcfaddict loaded today at 71.20. Pure luck

[Payne @apayne38JP]

@AktienAkademie @Skeptical1704 say 5k cost/t on LIB side but they sell at say 20k (probably more). 20 - 5=15. 15k gross/t . We have royalties we’ll take 1.5k/t. We now have 13.5/t. We have atleast 4k tonnes in 2028 (just Select, we’ll have more customers by then). 13.5k * 4k = 54M conservative IMO

[Payne @apayne38JP]

@lagourgue1 @Gantosj Awesome execution. Suppose I meant more “commercially” proven. But yes as more and more customers come the opportunity is massive. Exactly what the DoE want

[Payne @apayne38JP]

@NestBetter I bought the open. Select is a great partner, can now validate some numbers into the long term. Trying to use AI to determine how much cash they will need going into those last stage 2/3. Probably need some equity raises nearer year end etc.

[Payne @apayne38JP]

$LIB.V seriously exciting stuff. Some interesting clues around the confidence select has in liberty. Creating 3 stages shows long term investors where customers heads are at. Very impressed

[Payne @apayne38JP]

$ACP.WA is it time to get the bat out and full swing? Special dividend, margin improvements and CSU style operation in place. I need more cash

[Payne @apayne38JP]

@NicoperJES Might be the cheapest of the lot for the growth ?

[Payne @apayne38JP]

Well…I definitely should have bought the open. Thought it was off being flat ahaha $LIB.V

[Payne @apayne38JP]

@knedoycap I love it. Serious passion, and his in the field experience is great for the future customers to have confidence in him.

[Payne @apayne38JP]

Compares the CEO of $LIB.V and the CEO of $LODE and that’s all I need to say

[Payne @apayne38JP]

$LIB.V

New MCC stream https://t.co/NuLfVT4dQY

[Payne @apayne38JP]

$LODE only follows silver to the downside. Sold the whole position at 3.10 after the raise after hours. Found myself having to put a positive spin ok everything. Maybe it works out…but the “funded” tweet by the CEO is a hall of fame tweet

[Payne @apayne38JP]

Added $TOI.V and $SGN.WA

[Payne @apayne38JP]

When we backing up the truck on $SGN.WA? Might just full port lol

[Payne @apayne38JP]

$LODE couldn’t shake my feelings about the CEO and actually reallocated some $LODE to $LIB.V 2 weeks ago. I understand (kind of) the raise, but this investment is down to how much you trust management. The price is not going to go anywhere until these operations are realised.