Frontier Lithium Inc V.FL

Catalysts to Development & Share Price

[lithomon]

Yes Frank, you nailed it on the head.  Frontier is the type of development that will experience a significant rise in market capitalization (share price) only when it is finally believable that FL is aggressively advancing to Lithium production operations.

Until that happens, investors will continue to have doubts in perpetuity that FL can actually pull it off.  Investors will likely continue to have the impression that FL is a group of younger people learning along the way (with the exception of course, of the seasoned & experienced exploration boss, and it shows, now at minimum 50-million tons of high grade Lithium).

It all boils down to the expression, "you've told me what you can do, now show me what you can do"

Even 100-million tons of high grade Lithium in inventory still might not be enough to move the FL share price higher.

I have seen this sort of pattern before. But when FL does show production, the share price is really going to accelerate like Tokamak energy reactor.

On the other hand, companies like PMET experience a continual rise (dollar, two, five, seven, eight, ten dollars, etc) by just sending-in the drill rigs and getting them spinning.

Then again, PMET did recently bring-in "operations" heavys from Osisko Mining with significant experience in "permitting", environmental, etc...so it would appear that PMET is on the ambitious plan trajectory and the share price & near $Billion market cap has responded accordingly.  

It's just the way it is.......It happens!!!!!  At the current rate of progress, FL investors likely have to accept a $2 dollar share price in perpetuity. Yes, it's difficult to believe and understand.....it's just the way it is!!!!

As Frank commented,
"Other catalysts related to development can be triggers....."

[viksanta]

This post has been removed in accordance with Community Policy

[CanSwiss]

Good points and agree. My theory/speculation... Management knows that all they can do is continue to drill holes until the road and transmission lines are built. Electricfication is around July 2024 according to filings if there are no delays. Not sure about the road but maybe at the end of summer 24 since its probably a short season for road building. So at least 18 months before any serious

[diabase1]

CanSwiss, you raise some excellent points. I'm not an expert either. But I do know rocks and pegmaties and FL has the right kind. People ask whether the Pennick joins up with the Pak. My thinking is that they do!! Time will tell though.And if they do, that will be one huge orebody.

[Margin321]

I thought the discussion was whether Pak is continuous with  up with Spark. They are 1800 meters apart and 600 of that distance (on trend) is taken up by Bolt.  Establishing that continuity quickly should be a priority as that would be huge deal in terms of mine development. The size of the deposit is king, the width of the deposit is Queen (in terms of development of surface mine) and

[qwerty22]

Let's not get ahead of ourselves. Trev said they haven't drilled a single hole between the surface deposits so joining PAK and SPARK is speculative atm, theoretical as he described it. The other question is whether the 2023 program WILL do any inbetween drilling, he described it as filling in some holes in the present model, doesn't sound like chasing more speculative stuff. We will

[ridethewinners]

I think your worry is shared by a growing group here. The last issue was not well received, proven by the poor stock performance even when they added free warrants as a sweetener. PMET did not have to do that, and their stock has been well above issue price since they raised the cash.  Either the institutions did not like what they were seeing on the roadshows, or they did not like how it was

[FrankCowperwood]

1) PMET is at speculative stage right now with low shares free trading. Also location there is different that allows even more speculation. 2) Asset management and investment banking are completely difffernet business even under umbrella of the same group. They can't take fees and reinvest into stocks, it doesn't work that way. 3) Let's wait for PFS and discuss it again

[qwerty22]

I went looking for PMET's institutional investors. It looks like they have very little although it might be the websites Ifound weren't so good.  It looks more likely that PMET is rising on over-enthusiastic retail investors, they keep, rising on what seems like relatively trivial news. The company seems to keep that trivial info flowing though. On the positive they do seem to

[FrankCowperwood]

I saw a lot of succeful exploration companies like PMET in Canada. Their stock price overshoot on retail enthusiasm to make easy money. Then comes realization that good things take time and it settles much lower as speculators getting out the stock. PMET is 2-3 years behind FL (and many other peers) and CAD 1bln mcap. On top of speculative discovery interest PMET had a lot of restricted

[DoggerJT]

That's perfect, Frank. My focus, and I believe managment's focus are on the long term, and real development... not retail investor mania. Well said.

[FrankCowperwood]

  Sure, Dogger. Just take a look at shareholder charter in both companies. PMET < 10%, FL > 20%. Walkers can't just walk away from the company, their and LT holders incentives are the same. They were through bull and bear markets, as well as learned from Nemaska. That's why they don't rush into hype, but keep building as fast as possible. 

[ridethewinners]

There are a few other pointts to consider here. The terrifyingly bad IR and the decision to NOT raise capital at higher stock prices (both deliberate board decisions) have increased the dilution, reduced the available capital to pursue the development, and therefor increased the timeline to development.  PMET has done it differently, and reaped the rewards of better management decisions. They