The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Thanks Tyson. It does sayvin the heading OT - Off Topic.
Only reason I posted here is there a few who look in and those who do seem pretty solid so I post my good tips here.
Tyson tipped us ARB at 30p and within days I made 150% profit in something I knew and probably would never have looked at and certainly never given a thought. So thanks for having my back Tyson and thanks again for your tip.
I do have to say as of mid Jan and Biden finally signing off on things that all manner of new start ups, research notes and literally 30+ new projects a week are coming out claiming all sorts of advantages.
I like a quiet forum with small amounts of posts. Nice and calm. I tend to try and stay away from those that get 100+ posts a day as its a good guide to traders and general rainbow chasers gambling on 10% then selling out.
At the moment there is so much information coming out its virtually too much to assess and deep search if true or not.
I feel like we are in bubble territory as many deals / announcements are 2025-2027 before they even start, so just be careful.
I have bought low on a few solid companies and I have decided I will just stay with them for the long haul. They should fair best if there is any pull back and having bought low, my porfolio will take a good hit and still bounce back based on the high bars , outreach and balance sheets they have.
Good luck everyone , this year will be fantastic for hydrogen and battery tech.
None.. but MO has been kind enough to share ( excuse the pun) his research on other renewable shares.
PLL Being one of those...
I must confess to being lost. What on Earth is the connection between Piedmont Lithium and hydrogen production?
US Lithium Piedmont Lithium to list on NYSE.
Volvo South Carolina Battery Factory to open 2021. Perfectly placed to receive lithium hydroxide production from 2021-2022 ?
"$600 million investment project at its Ridgeville, South Carolina plant, Volvo will build a battery pack assembly facility to support upcoming BEV production. The other part of the investment is a second production line and Volvo Car University."
Korean Gigafactory No#2 in Georgia being built in the US. Just across the state lines between Piedmont Lithium North Carolina and Georgia.
https://auto.economictimes.indiatimes.com/news/auto-components/sk-innovation-to-issue-1bn-green-bond-for-us-battery-plant/80138277
"So, the interesting thing to me is that this is the state where Tesla is likely to get lithium from Piedmont Lithium. Tesla and Piedmont just signed a 5-year agreement a couple of months ago, and Piedmont’s lithium mine it is building is in North Carolina.
Piedmont Lithium North Carolina
Credit: Piedmont Lithium
Is Tesla looking to grow into more aspects of the EV battery production process (for example, cathode production or lithium hydroxide production)? Elon Musk indicated during Tesla Battery Day that the company would probably vertically integrate more on the battery production side of things, and that certainly does seem to be his habit. Will some new upstream battery production processes occur in North Carolina? That would be sensible if that’s where Tesla will be getting its lithium. We’ll keep our eyes and ears open for more clues. Let us know if you notice any."
US Lithium Tesla Battery Factory coming to North Carolina ? Job advert.
"Analyze production with statistical software (JMP or R preferred) to understand manufacturing uptime, availability and reliability metrics-yield, OEE, cycle time, quality and investigate bottlenecks to identify root cause and countermeasure to maximize throughput
Actively use tool data sources (e.g. MES reports, MySQL) to quantitatively evaluate and track tool performance and create programs to improve relevant metrics.
Implementation of product traceability and work-in-process tracking to identify upstream and downstream potential issue.
Coordinate continuous improvement measures to ensure that project lessons learnt are captured and knowledge is transferred across the team and organization.
Identify and drive continuous improvement and cost reduction programs.
Drive process control and process development, specifically in the areas of quality, equipment capability and safety.
Work independently and with vendors to understand root cause of failures, propose design or component changes, and implement and validate equipment modifications.
Collaborate with Design and Quality teams on metrology equipment and define process and product specification.
Statistical methods such as sensitivity analysis, process capability characterization, GRR (gauge repeatability and reproducibility), design of experiments, and sampling plans
Communicate with quality team to specify quality spec and control process input and output
Drive other projects as needed by management or as business needs change.
Requirements:
Either a BS with 5+ years’ relevant experience or an MS in mechanical engineering, manufacturing engineering, or equivalent.
A passion to implement and work on ramping a manufacturing line including experience with mechanical automation equipment, robots, design of electromechanical systems, PLCs, motion controls
Position will offer unique and complex engineering challenges that require persistence, innovative thinking and a positive attitude"
Tesla Hiring Battery Engineers In North Carolina & Semi Truck Engineers In Nevada
January 1st, 2021 by Zachary Shahan
Job openings are not product roadmaps, but they can hint at them. Some recent Tesla job openings imply that Tesla may be preparing for battery production plans in North Carolina and Semi production plans in Nevada. We have some other clues on those matters, too.
https://www.tesla.com/careers/search/job/manufacturing-project-engineer-cell-production-79604
The Role:
The Cell Manufacturing Engineering team at Tesla is looking for a highly-motivated Manufacturing Engineer to contribute to manufacturing equipment and processes for our cutting-edge Tesla Energy Batteries. The Battery is one of the most complex and challenging components designed and manufactured at Tesla. This is an exciting opportunity to contribute to Tesla’s world class manufacturing facilities. Tesla is a demanding and fast-paced environment where you will work on a critical subsystem of an incredibly exciting product. In addition to developing manufacturing equipment, the Manufacturing Engineer works with cross-functional teams to test, validate, and roll-out equipment to production. The ideal candidate takes pride in his/her hands-on work, analytical ability, organizational skills and attention to detail. He/She appreciates an environment where superior work is encouraged, noticed and rewarded and where individuals carry tremendous responsibility. He/She looks forward to learning an incredible amount on the job.
Responsibilities:
Drive ramp of exciting new line by characterizing baseline performance and capability of each system and drive actions to maintain or improve performance as measured by product quality and tool availability.
Development of the manufacturing process to use the equipment and ensure that all equipment, processes and methodologies comply with applicable standards, company policy and all Health and Safety Laws, Acts, Regulations and Codes.
Generate and maintain documentation including machine and process specification, drawing, BOM, spare part, PFMEA, control plan, process flow chart
Develop manufacturing metrics and key performance indices and implement metrology to measure all critical quality and safety related process items and capture in data base system
Design layout of the production workstations for product flow, ergonomics, and efficiency.
Electrical and pneumatic component selection and schematic drafting – AutoCAD electrical preferred
Generate machine qualification checklist and manage to install, commission and start-up equipment balancing speed and safety.
Create manufacturing introduction and deliver training to operations and maintenance technicians to ensure and seamless handover of new equipment.
Support to schedule production, maintenance and schedule to enhance throughput, efficiency and safety
Maintain tool and spare part BOMs and ensure proper part
PIEDMONT LITHIUM 2020 deal and land purchase by Tesla in North Carolina AND Job advert for Battery Engineers completely fits in with PIEDMONT LITHIUM. Takeover of full mine by TESLA ....
https://www.cnbc.com/2021/01/28/tesla-semi-production-on-hold-until-company-can-make-its-own-batteries.html
I think a Friday end of week taking of a little profits in Oz and a general dip on many stocks yesterday inc lithium and hydrogen. Weird as you say, but with such quick big gains we have to take some pull back too.
I now have Piedmont as my main holding. My investment just under £50,000. I've bought half around US27-28
and topped up on yesterdays drop
Well happy. Plenty of time and Mr Musk looking good.
Unfortunately PLL down c. 11% in us /Auz!!
Weird???
Bank of New York Mellon Corp ownership in GM / General Motors Company
2020-11-12 - Bank of New York Mellon Corp has filed a 13F-HR form disclosing ownership of 14,613,608 shares of General Motors Company (US:GM) with total holdings valued at $432,416,000 USD as of 2020-09-30. Bank of New York Mellon Corp had filed a previous 13F-HR on 2020-08-12 disclosing 13,008,527 shares of General Motors Company at a value of $329,113,000 USD. This represents a change in shares of 12.34 percent and a change in value of 31.39 percent during the quarter.
Bank of New York Mellon Corp has a history of taking positions in derivatives of the underlying security (GM) in the form of stock options. The firm currently holds 0 call options valued at $0 USD and 1,575 put options valued at $54,000 USD .
So Bank of New York Mellon have been buying up General Motors shares and Piedmont Lithium shares in the last 3 months !
Piedmont Lithium VP sales said this week that Ford and General Motors would be partners in the mine along with Tesla ! See my previous posts to confirm.
Some big coincidence and all when sleepy joe biden wins the election, smart !
Correction Bank of New York Mellon investment rns issued.
JP Mellon aquire another 60 million shares in Piedmont and now have 59.5% of all voting rights. RNS out tonight in Australia.
US LITHIUM - this says it all.
"During the last month, 6 analysts gave the Piedmont Lithium Limited a BUY rating, 0 of the polled analysts branded the stock as an OVERWEIGHT, 0 analysts were recommending to HOLD this stock, 0 of them gave the stock UNDERWEIGHT rating, and 0 of the polled analysts provided SELL rating."
My target fully diluted is approx US$185.00 PER SHARE.
That should be ALL IN CAPEX + 20% US$200M Spare cash incase. Obviously any partners ( FORD & GENERAL MOTORS stated by VP of Piedmont Lithium ) will help with cash and offtake long term.
OR TESLA / ALBAMERLE simply buy them out at circa US$80-100.00 PER SHARE. Why would they not try and buy this mine out ? Albamerle lithium mine AND PROCESSING PLANT already working is only 17km down one road @@.
TESLA have bought land in North Carolina supposedly for their own battery factory. It would be their first single battery factory and ramp up battery supply to the NEW TERRAWATT Factory currently being built for truck supplies to roll off by end of 2021 !!!
Strange that the CEO of Piedmont said that production at lower initial levels could start by year end 2021 @@
Have a look , something really good is happening !
OT US Lithium tip
https://investchronicle.com/2021/01/26/piedmont-lithium-limited-pll-cant-be-written-off-after-posting-last-3-months-average-volume-of-1-11m/