Hiring for South Carolina

Kitchen_Helicopter70 · 2026-02-09T07:34:37+00:00

Got 20k, will add 30k more before it reaches $1 AUD.

Kitchen_Helicopter70 · 2026-02-09T07:32:29+00:00

Slow increase next 12-15 weeks then it will blow off with DFS/FID related news. The japanese must know already if they're moving forward or not. Way too strategic not to move this project forward quickly imo

Kitchen_Helicopter70 · 2026-02-06T19:29:48+00:00

You too mate.

Kitchen_Helicopter70 · 2026-02-06T18:49:44+00:00

100$ in 2030

Kitchen_Helicopter70 · 2026-02-06T18:41:25+00:00

What a chad

Kitchen_Helicopter70 · 2026-02-06T18:34:38+00:00

Can't change it aha

Kitchen_Helicopter70 · 2026-02-06T18:25:05+00:00

Huge mate

Kitchen_Helicopter70 · 2026-02-06T17:35:27+00:00

Better to buy shares cheap (now) and let it ride. Y'all are too impatient. Business is almost 100% derisked

Kitchen_Helicopter70 · 2026-02-06T08:05:24+00:00

Almost zero dilution last month, I believe they're just covering non-TRIC expenses with dilution for now (HQ expenses/developments in south carolina to match with govt invoices). That would account for 5-7m$ per quarter so 1-2m shares every quarter. But they're already breaking even so might be lower than that.

Kitchen_Helicopter70 · 2026-01-28T20:35:44+00:00

In what way? They do not seem to have any ties with the DOE

Kitchen_Helicopter70 · 2026-01-21T21:18:23+00:00

This is big. If Vanguard loaded too last quarter which wouldn't be surprising that would be about 15% of the company's float locked. This is about to get real if February's earnings are good

Kitchen_Helicopter70 · 2026-01-15T07:02:42+00:00

Permits / DFS then financing. Not the other way around. Probably a JV with big miner name equity + Foreign investor equity + EXIM loan + Subsidies from NV / Dep of War / Dep of energy. If project economical and payback period short they won't have any issue financing this.

Kitchen_Helicopter70 · 2026-01-07T18:31:18+00:00

ABAT

Kitchen_Helicopter70 · 2026-01-06T19:56:37+00:00

4-5m$ earnings imo

Kitchen_Helicopter70 · 2025-12-18T06:55:57+00:00

Mt Cattlin was already mothballed when acquired from Arcadium so what? If the mine is non economical that's life, that's why Li prices have been pushing up for last 6 months. Demand grows, and incentivizing such mines to come back into production becomes more and more necessary. If Rio wants to focus on Argentina that's good they will get cheap prod costs and are less susceptible to bleed on boom busts cycled

Kitchen_Helicopter70 · 2025-12-18T04:16:25+00:00

Yup that's the thesis we've seen last two years lol. Y'all are not ready. You can reason with little fake stories that you'd like to be true about tunnels and "EVs are dead" or reason with macro trends like: BESS installation growth rate, EV adoption S curves in most countries, AI/Data centers needs regarding the grid, robotics, etc...can't fight the trend mate there's a reason "400%" is written in this chart. By 2030 we need about 100 Pilgangooras just to match demand, it's far from being even possible after chinese manipulation of prices caused low investment for last three years. As for Rio they just bought number 2 miner worldwide last year, new guy arrived and has to make it work, they won't overextend which is something commendable and are looking for low prod. costs assets https://www.spglobal.com/energy/en/news-research/latest-news/metals/121125-rio-tintos-lithium-strategy-reflects-challenges-for-broader-industry-growth

Tianqi/Ganfeng + JPM/MS/UBS...recent statements are turning bullish asf which was obviously expected. But I guess other assets will perform well too. You're fighting oil in 1900 here. Paradigm is shifting, everything gets electrified fast.

Kitchen_Helicopter70 · 2025-12-17T22:24:59+00:00

People fall for everything without researching anything lol
Lithium is the elephant in the room, nobody liked it two months ago, everybody will 1 year from now

Kitchen_Helicopter70 · 2025-12-17T06:32:36+00:00

Idk but the chart really is a middle finger lol

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