I have to admit i bought in today.
What I think is the following:
1 - They did not want to release positive information during the whole sector was downramped. They have kept the bullets instead.
2 - Small positive information has some sp effect, but due to downrampig it only lasts 1-2 weeks or even only days. So they try to do it properly.
3 - The information flow may not look sufficient, but compare it to tantalex. I have no idea what they are doing. Or compare it to AVZ, they only started with announcements after they positive assay results.
4 - The area is hot, the chips were incouraging. Here one can say lepiolite was found in the samples in Kanuka. True, but Lepidolite is likely to be found near surface above the spondumene. And we also have Kitotolo, where spodumene was proven. And even if we just have Lepidolite at Kanuka, it can be processed to battery grade Lithium. The effort is bigger, but still it can be done. There is plant working since 2018 January with this.
http://wap.asianmetal.com/interview/2018/interview_xvchangzhiEn.shtml
5 - The timeline is accaptable. We have delays, but we are not talking about standard procedures. This is exploring in the DRC.
6 - Jason Brewer and James Sullivan are working hard to bring the project foreward. I am sure about this. Allone that we have James Sullivan makes me more confident with the project.
7 - I bought in first last year about same time. I thought this was a good investment. Today share price is lower, we will just get know results. So I still think this was a good investment. I don´t see worse fundamentals than last year for the project.
8 - It seems to me that top 20 is overall confident with the project.
Cheers
