Well you are correct in one respect, I am a AJM holder, but I...

Well you are correct in one respect, I am a AJM holder, but I take full responsibility for my actions.

I keep an eye on the A40, PLS and AJM threads as I have a general interest in the emerging lithium producers. While looking at the threads I often see extremes of views (generally by non holders) and will look into and verify (or otherwise) the claims whenever I can.

I have AJM shares as these are a hangover from Haddington days and owe me relatively little.

I am comfortable with my AJM shares but had I been able to have PLS instead (at the same entry price) I would be more comfortable. Don't mistake comfort for not being disappointed with the lithium downturn but it is what it is.

Having owned most of my shares since 2001, I have seen many rise and falls and I am happy to see how this plays out. With the benefit of hindsight I could had sold and re-brought and tripled my holdings but having been investing for 20 years or so I am aware that I can not predict or pick correct timing. My best returns have been from long term buy and holds (could also be said that my most severe loses were the same method - but returns far exceed loses).

I am based in WA, work in the resources industry and I talk to employees, suppliers and contractors to all three sites and in my view I would rate them currently PLS, AJM and A40.

I believe that PLS has the best plant, I have not yet formed a view of AJM and A40 relative positions (with regards their plants) PLS and ALM have more economical strip ratios to A40 and I see that as impacting on ongoing costs- having said that I reckon that all 3 companies will sort things out and do OK.

I hope that all three companies and their shareholders do well, IMO the emerging lithium market can well absorb their combined production without killing the price.

Cheers

Newbie Thomas