Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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thanks, observer842, very interesting range of forecasts, I wish I was a fly on the wall during this conversation - German chancellor lobbies China over EV quotas http://www.autonewschina.com/en/more.asp?c=0
Great read as ever! "Lithium Miner News For The Month Of February 2017" (Feb.27.17) http://seekingalpha.com/article/4050011-lithium-miner-news-month-february-2017 === My conclusions are: China knows the EV boom is coming, as they are driving it. The battery manufacturers know it is coming also. See below. The smart money knows the EV boom is coming. ... Whichever way you look at it if EV sales take off in 2017 and we move rapidly to around 8% of new car sales being EVs by 2020, then we will need every tonne of lithium that the lithium miners can produce, and supply shortfalls may be common place. ... Dr. David Deak's presentation on lithium demand was also very interesting, and a must read for serious lithium investors. His demand expectations are well above the experts, particularly as he sees a faster and full transition to electric vehicles (EVs). I also think the experts are underestimating the demand side. === Probably the best summary he has done to date. Shame he didn't pick up on BCN's Zinnwald Lithium Project news, but at least he acknowledged that last month he slightly under-reported European Metals resource. Also, I find it a bit odd that the forecasts for lithium demand remain focussed on EV's, when in fact stationary storage, driven by the Solar boom, will likely be comparable if not greater by 2025. Nice table: "Lithium demand forecasts by the experts (ktpa LCE)". Hope he keeps adding to it. Perhaps we should encourage Tony Seba to contribute? ;-) Supply is almost certainly going to be short, and it'll be critical to the business plans being forged today that Lithium is able to be procured at reasonable prices. Therefore I'd be extremely surprised if we aren't currently in negotiations with the battery companies to strike a deal involving our lithium pies. Secure supplies. Early! Of course I still wonder about Tesla. Just where are they supposed to procure the volumes they will need at prices which don't break their business model? Presumably sub $6,000/t LCE. If it isn't us, then it'll be someone else, and that is a lot of lithium sucked out of the supply side. Perhaps: "Salton Sea geothermal plant would use lithium tech that caught Tesla's eye" (Feb. 10, 2017) http://www.desertsun.com/story/tech/science/energy/2017/02/10/salton-sea-geothermal-plant-would-use-lithium-tech-caught-teslas-eye/97743092/ === Critically, Alger officials say they've secured financing to build a full-scale lithium plant - and a 10-year contract to sell the lithium, in huge quantities that would reshape global lithium markets. The contract is with TZK Ventures, which itself is a partnership between Talon Technologies Group, a Washington, D.C.-based technology firm, and China-ZK, a state-owned energy company in China. === I'd wager we are looking very attractive at the moment - especially to European gigafactories! Ob.
The answers are indeed in the bunker Some fantastic research there of late Obs,you need to check in
Reading Couts's post after a long hard day is hilarious.. someone should serialize as a piece of humour Is something a foot.. are there things occurring.. Couts ... Couts I thought you had all the answers to all of REM's riddles .. oh I forgot the answers are in the bunker So funny
You never answered me. Do you mind people telling out and out lies to get people to buy in here?
LOL MB, I keep forgetting LSE allow arse, just maybe because its getting used more and more of late on here especially, I wounder why that is? couts!!!!
Lol, feeling better then MB. I did enjoy your nutty ramble yesterday
You say im talking drivel but there is a poster here begging people to buy in because the sp is 0.555 the number of the angel You say I'm talking drivel when 111baker just completely lied here yesterday saying Rem was once offered to be bought out for 60-70p (very vague amount) that was a complete lie designed to get people buying in here. Nobody seems to have a problem with this unbelievable ramping do they
Yep, for one you can't spell arse.
Jesus my typing is getting worse,oh well it could be worse, I could be called couts!!
Hey lil c, I've see you asked on quite a few occasions now the question ! Are you in or out? Well whats your story mate, because ypou come across as a total ar$e h0le, don't take it to heart, I'm totally happy to listen/read constructive criticism, but you drivel ( spelt correctly this time;-) ) is just none stop mate, pointing out the bleeding obvious for one! Anyway have a profitable day.
Doings! Coiled spring! Huge news coming! 555 = major changes! Oh, it's 4% down
Aaahh, OK, thanks for that, I'll just sit and watch the entertainment then, just about to add 500k at .53p then it went to .54p, so I'm sitting it out, just needed the amount to get me back to 20M, as I sold a few mil last week for another stock. Well back to paint drying!
Morning...cfep was on .6 now on .57 doings....