Paint-

Politics especially as related to government policy,can make or break perceptions of future demand of commodities...

especially "Green" commodities

futr

That's a very logical and insightful explanation -

Thanks for pointing it out

Certainly decent volume

futr

A lot of Meat on that Bone!

Great News!

futr

Nasdaq down over 2% and Lightwave up 10%...I'll take it!

futr

Great insight as to the complexity and challenges of the integration we're dealing with

And why a step change in semi conductor manufacturing processes is such a monumental choice and change of direction

Bottom line evolving data speed requirements dictate new solutions,and it would appear Lightwave's Perk provides the most elegant solution

Thanks for this-

futr

SYDNEY, Australia – 5 June 2024 – Ioneer Ltd (“Ioneer”) (ASX: INR, NASDAQ: IONR), is dedicated to developing the Rhyolite Ridge Lithium-Boron Project in a responsible and sustainable manner. The timely conclusion of the Biden administration’s Department of Interior Draft Environmental Impact Statement comment period supports our previously stated expectation of a Final Environmental Impact Statement being published in September 2024 and a Record of Decision in October 2024.

Once operational, Rhyolite Ridge will quadruple the nation’s lithium supply, playing an important role in strengthening the domestic supply chain for minerals critical to the clean energy transition.

As part of our five years of engagement with federal, state and tribal officials and members of the community, we sought to set the new standard for domestic lithium project development. Listening has made our project stronger, and we look forward to addressing feedback to the Bureau of Land Management from the public comment period.

We are excited to complete the remaining steps in the federal permitting process, begin construction, and provide the critical components set to power millions of American electric vehicles.

This ASX release has been authorised by Ioneer Managing Director, Bernard Rowe.



futr

Closed @ $3.12 Up 14.29% Excellent Day!

volume 1,093,390
futr

Was grossly oversold-

futr

Clearly the critical path-

futr

Did you not notice all of the recent highly qualified new hires...lmao

futr

Take a look at the Patent dispute between AKTS and Quorvo as an example of what a patent dispute looks like-

futr

Nice Pop Today!

futr

Broke $3

20,000,000 share Day!

???

futr

I suggest you check how many options they have-

futr

Probably more trading going on here-

than most want to consider-

Traders...flippers decided to bail-reload after watching that presentation,and its timing implications-

They may be proven wrong regarding their bet on timing,but then that's their bet-

futr

4/15/24
https://app.sharelinktechnologies.com/announcement/asx/87d44c3f57d980bb995ab7ae9c557a00

futr

Appreciate your sharing your research-

A lot to understand and keep track of regarding the status of and future balance of supply versus demand of lithium.

futr

Implications would seem to be dramatic-

futr

https://tagoil.com/2024/04/10/tag-oil-commence-hydraulic-fracture-stimulation-of-bed4-t100-horizontal-well/

futr

"Terminated A person whose account has been terminated. Usually, because of the way they've conducted themselves or because they've used multiple accounts. Less often, because they requested their account to be closed. They can't respond to Private Messages because they can't even log in."

futr

I agree with your statement "Theory = Market is factoring in a Trump win (the undoing of anything having to do with electricity)

Bottom-line tho for a long time has been (from a technical perspective at least), is that commodity and market-timing-wise, it's just "all-about" monitoring Canadian Resource Indexes

The Cryptos have decimated participation in commodities"

The irony about the whole scenario is cryptos complete reliance on endless electricity.

No electricity=no crypto...

crypto has become one of the biggest new creators of carbon emissions

futr

https://www.tasekomines.com/_resources/presentations/202402.pdf

futr

I wouldn't expect that to happen overnight-

No tier1 would initially put their most lucrative revenue stream at risk by using an unproven disruptive technology at the outset.

Instead what I anticipate to happen at the outset is the initial release of a " premium" higher end "faster,better performing version of their mainstream offering

with trademarked "Lightwave perk" inside

Using the OLED analogy...Mainstream big screen and monitor manufacturers didn't discontinue their previous generation displays overnight,but rather offered OLED displays as an enhanced,top of the line offering before discontinuing their previous topline offerings

futr

Russell 2000 being down ~2% today not helping fwiw

Lightwave will emerge through this challenging period wearing the leaders jersey!

futr

Ignorance = ignore

Money walks B.S. talks-

Back in the 60's

there was a radio add aired back on the east coast using that line.

Reason I bring it up is that Large players by definition,have Deep pockets,or in other words plenty of money

And they can make things happen

futr

Corporate Presentation

https://ir.evolutionpetroleum.com/news-events/events-presentations?

https://e360.yale.edu/features/natural-geologic-hydrogen-climate-change

futr

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02770126-6A1193017

futr

LWLG chart

https://stockcharts.com/h-sc/ui?s=LWLG&p=5&b=5&g=0&id=p45617019242

futr

Selling Hydrogen at a loss...won't stop the bleeding-

futr

Today's Barron's Article on PLUG

https://www.barrons.com/articles/plug-power-ceo-short-sellers-1105cdff?mod=hp_columnists

futr

Lot of tax dodging,high net worth potential investors reside in PR

that could be a reason

Wealthy americans making PR their tax home by residing there over 50% of the time pay zero federal taxes

futr

Had to read it 2x...but managed to get the gist of it...

Blows my mind how slow the process is to make progress especially in light of how poor the Bolivian people are.

futr

Good find!

futr

Investors are waiting on the final permit from BLM to proceed,

But the

Market is yet to grasp the full picture here-

https://wcsecure.weblink.com.au/pdf/INR/02734357.pdf

futr

Thanks for posting this phenomenal article explaining in "layman's" terms-

Lightwave's inherent advantages.

Lebby previously mentioned that "nature is on our side"

and imo as the article makes crystal clear,Lightwave has the enabling technology to transform the parameters of data transfer.

I love this quote!

"Electro-optic polymers have an inherent natural high-performance advantage due to velocity/phase matching of the electrical signal and the optical beam, which allows them to have the potential to extend out in higher performance for future-generation products. While there are other competitive technologies that are both incumbent as well as competing for new business within the optical modulator space, these technologies unfortunately may not work well after this generation of technology matures. Technology with performance headroom for several generations is something that internet and optical network architecture needs for continual upgrading. "

futr

Buyers digesting borrowed shares sold short...

and the beat goes on-

futr

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02758241-6A1188127

Management hasn't exactly been share holder friendly-

unfortunately...there's currently Major headwinds against fossil fuel investment especially in frontier africa
futr