Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
OM Thanks for the tip off.
What is a good buy in price for SLi? Followed you over from CUSN and got the drift. Showing 0 to 0 and closed at 11.3.
Have you a link to a broker's research report I will swot up over the w/e.
STANDARD LITHIUM links to Koch Specialist Platform Investment and FREYR have invested $70 million in convertible promissory notes with 24M, under which KSP and FREYR will initially invest $50 million and $20 million, respectively.
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
Who have 24M just got a deal with ?
https://www.spglobal.com/platts/en/market-insights/latest-news/energy-transition/120821-volkswagen-forms-ev-battery-partnership-with-24m-technologies
Only V W USA.... Who out of all the links will supply the lithium ?
STANDARD LITHIUM - US LITHIUM SUPPLY
FREYR - LITHIUM FOR BATTERY FACTORY NEEDED.
24M - LITHIUM NEEDED FOR BATTERY FACTORIES X2
STELLANTIS ( RENAULT, CHRYSLER, DODGE, RAM, CITROEN GROUP ) MoU with STANDARD LITHIUM.
STELLANTIS SIGN DEAL WITH LG ENERGY USA - now they have access to STANDARD LITHIUM SUPPLY through MoU !
In some form or another STANDARD LITHIUM are linked to FREYR US, 24M US - VW , STELLANTIS - LG ENERGY.
Whole lot backed by LANXESS - WHO ARE BAYER CHEMICALS.
I think they have SOLD ALL FUTURE PRODUCTION !
Any whiff of this and the sp goes x4 imho. 100,000-150,000 is in the last presentation !
Do the maths.
Standard Lithium Koch Strategic Platform US$100M Direct buy in at end of Nov.
https://www.standardlithium.com/investors/news-events/press-releases/detail/105/standard-lithium-completes-us100-million-direct-investment
FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US. So I guess Koch bought in to JV with Freyr US October need supply of lithium so US$100M direct investment ( CUSN / CL went nuts over £18m ).
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
https://m.marketscreener.com/quote/stock/FREYR-BATTERY-124600277/news/FREYR-Battery-to-Accompany-Crown-Prince-of-Norway-on-Official-U-S-Visit-37240902/
Then back in June we follow the path to LITHION BATTERY which Koch S P invest in "We believe Lithion's customizable cell and battery module solutions will be a game changer for industry seeking electrification technology beyond the 'one size fits all' approach. KSP is excited to partner with Lithion and help accelerate their delivery to market," said Jeremy Bezdek, Managing Director for Koch Strategic Platforms.
https://www.prnewswire.com/news-releases/lithion-announces-equity-partnership-with-koch-strategic-platforms-301321294.html
So within 5 months Koch Specialist Platform have invested in Standard Lithium DIRECTLY, LITHION BAYTERY & FREYR USA BATTERY.
Now the real CHERRY ON THE CAKE ?
FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US based on 24M Technologies (24M) SemiSolid platform technology
Sorry.. not following your drift?
Lax?
SLI… 4.90 average.
NEL.. under water a bit ATM
FWIW - sold out of CUSN completely this week. Took 80% profit before drop from 27p.
Want to get back in but nervous.. seems a long play. 3-4 years…
Nov 22 your lax.... imho you only buy sub 11.50 ? to 10.50 ? or
60-70% on research. Now NEL
E3 to finish final two step lithium brine filtration tests by early Jan. Strap in because that will confirm recovery rates ready for demo plant instruction to start building by H2 2022. The sp should shift very much like Standard Lithium who were $2.00 for a couple of years then boom, $9-15.00 suddenly.
STANDARD LITHIUM BRINES - VW Sign off take with vulcan brine operations.
MASSIVE News that VW powerhouse are happy with vulcan DLE PROCESSING :-)))
Standard Lithium brine and E3 Metals brines will bring 300,000 - 500,000 TPA to US and Canadian lithium hubs.
https://doi.org/10.3390/en14206805
Bought more standard too - tick. The partners are too big to fail and I think kmx with CL have broken the dynamic on brines. In short time this will out with the other brine plays as gossip gets out.
Tyson. I was extremely disappointed by the trelavour grades and do not understand / am sure many posters do not understand the cut off point being used as viable is a joke. 0.11% cut off point ?
Cinovec is 0.4% and the Ozzies I know think its a carp mine , in that they deem 1.0% being basic average and north of 2.4% high grade lithium rock.
Why am I bothered ? The amount of dirt they need to dig out or using landfill tailings will be huge.
Cinovec will have to dig out 160,000 tons per year for approx 30,000tpa lithium hydrox. That is at minimum grade 0.4%. If CUSN are to use 0.11% as cut off that could be 4x the cinovec dirt required for the sane pay? Bonkers if you ask me. The values being banded around for the rock lithium are fantasy for rock mica. There are about 4-6 steps in processing v brine 3. The capex will be interesting too in that it can only be way way higher than brines. Then the infrastructure of mining is also bigger and more costly.
I see no reaaon for a rise above 22p and even that after last week I brought back to 20p.
Be careful, there is a shedload of capex to find for cusn too. The lithium is just rotalties of approx 4.2 m on brines. Rock will add little value imho unless they go open pit x 6 in volume.
Cusn need to process smelt copper , tin, zinc and silver and have separate processes and infrastructure and on a big scale. Watch out for a raise on a very fast move to 100% share price gain. It is very common for big money to be raised on the back of swift sp moves. They cash in in the high price giving the loanee a better % deduction rate. Seen it time and time again.
Still someone in canada likes them and they keep buying ??? US Gov backing UK Gov ? When it moves this quick its great but always ask based on what ?
I have no idea, 100% sure its not for the rock mica. So what could it be I have no idea ?
Tin and copper I guess their main assets. Why the rush in sp. We have known tin is vast there for years. Copper high grade since spring along with zinc and silver back in summer. Whats the driver.
I bought E3 at 2.20 today. Made a lot on cusn , took half. Way way above my target on poor lith results.
E3 are in the early standard lith phase. It will go soon enough.
Despite the unpleasant situation with E3 and SLI I do believe that this will again come good. Lithium is there in abundance and the world , USA. , need it. It’s almost inconceivable that this could be left to fail by governments nevermind the companies and investors. When to get back in is the question. Fortunately for me , though I was tempted whenE 3 dropped to 2.6-2.8 , I errd. Now I’m seriously thinking of buying more E3!
The recent dramatic drop of BTC is thwarting my plans ;-(
On CUSN..well what a day. Is this another quick push to be followed by drops , ready for further push? Tempting to trade but I will ride CUSN and hope the U.K. government see the necessity of this area. In the news today - MPs are mobilising and trying to block the take over by the Chinese of the mines in Mexico!! Things are getting serious
Torn between my gain and the E3 drop. No reason for it to drop.
Rebought here sub 12.00. could go down further 8.50's max but first to production in the US after current supplier Peak.
Hmm. Flip of a coin. Holding a huge chunk of E3 around 2.80. but down quite a bit. However SLI was like this for 2 years up to 2.50 then back to 1.50 then up to 2. Etc etc. Then 5.00 then 10 then 15.00. i did very well from that. So the sebsible buys are E3, then CUSN, then SLI if it hits sub 10 I'm back in again.
Nel can just sit and do its thing for me.
E3 has the value by far !
E3… OMG. Certainly been hammered over the last week on… no news.
An opportunity to add further??
E3 Lithium brines are trying to keep costs down and use as much off the shelf industry plant as possible.
They clearly have their own filter type and have in the labs tested it on the specific brines at fifferent depths for differing grades of lithium brines.
The pilot plant is due results ANY DAY and will show whether they have kept costs down by doing it their own way thus when bulk production happens the margins are SO much higher !
Remember Standard Lithium are only 30% involved in El Dorado and can if successful buy in to 40% holding and buy some of the options on Tetra Tech land next door. BUT as yet we await those pesky results from initial demo plant production ! These were started up the back end of Sept so back end of Oct early Nov results a full flow would likely be hit.
3 weeks to get test results back , cvd allowing and that is now due !
Any sign od good news and US$18-20 imho.
Value wise E3 hold the keys to making the money now. Standard I tipped you back in Jan 2021 at around US$3-4.00 as it fluctuated. US$12+ now and as high as my summer target US$15+.
Next step up coming.
E3 are still back in the initial phases with this epic growth to come.
I’ve watched the video.. thanks MO for postings the link. Lot to digest but… although E3 are developing their own “absorption material “ do you think they may / could rent / lease / buy the modular DLE equipment from SLI????
Just am thought that crossed my mind whilst watching. They would then get their a lot quicker. And with all that Brine.. why delay??
https://www.redcloudfs.com/e3-metals-introduces-innovative-and-sustainable-canadian-lithium-project/
Any day now ! E3 testing results.
blue orca will now be going long … ;-)
https://ktvz.com/news/education/2021/11/23/osu-cascades-spinout-firm-is-semifinalist-in-4-million-federal-lithium-extraction-contest/
So they deffo think lithium brines are do able.
I’d say after today’s investment and the rise E3 should be the better “value” at this stage. That said I’m keeping all I currently have in SLI , exactly where it is.. at less than $5 I’m happy to hold
Need more £ to add to E3 and CUSN
https://m.youtube.com/watch?v=WmZzhQQbLDE
Hmmm, news any day for E3.
The importance of securing some similar commitments in Canada is essential to this country’s goals of being a major player in the entire EV supply chain.
“Historically this segment [battery manufacturing] has been missing in Canada,” says Liz Lappin, vice-president of corporate affairs and exploration at E3 Metals, an emerging lithium developer based in Calgary, in an email to Electric Autonomy.
Standard or E3 .... ??? Who has be better value now for investors ?
https://electricautonomy.ca/2021/11/22/stellantis-canada-battery-manufacturing/
Tbh VIS its really difficult to figure out in that there are so so many ways this could go. Replying during a quick work break, will post a better reply later but to say modular , multi sites and selling the tech for royalties to other arkansas ops who have the same brine formation looks good. How to put a value on that ? Not sure
MO
Good post. Anyone who invests US$100m for a 9% stake in a company is certainly expressing a vote of great confidence and has done considerable due diligence.
$100m will presumably enable SLI to get cracking on its installation and perhaps raise some project finance. Whilst there is a little dilution I think that is probably going to be acceptable if Koch brings some expertise to the party.
Questions to ask......
Will SLI be tied to Koch for any services or equipment? Will the prices of S+E be arms length? Will Koch have board representation? How are the other 91% of the shares owned? Lots of small shareholders or few bit /powerful holders. What expertise does Koch have? Are there any synergies derived from Koch's presence? How soon will the project be up and running? Does this investment bring forward the date for start of operations?
On a different line of thinking, I wonder if the publication of the Blue Orca report was intended to scupper the Koch investment? It would be surprising if Koch had not gone through the BO report very thoroughly before this announcement.
And MO, what cash flow are you expecting when SLI's first project is up and running? How does this compare with the market cap?
Standard Lithium get US$100M in investment.
https://www.google.com/url?rct=j&sa=t&url=https://www.globenewswire.com/news-release/2021/11/24/2340305/0/en/Standard-Lithium-Announces-US-100-Million-Direct-Investment-From-Koch-Strategic-Platforms.html&ct=ga&cd=CAEYACoUMTMyMTU0ODA5NDE0MTc1MzE0MzEyHGRlZTUwYWIwMTRjOWQ3YWU6Y28udWs6ZW46R0I&usg=AFQjCNHYFvfYSUkLCisZrHzirVUEEgm3ZA
Some value in SLI still with the silly charges of neglect and corrupt reporting ( wrong imho ) but I would say any good news from E3 - due within 15 trading days and CUSN via CL due anyday could see 75% +/- 10% within a day or two of rns.
From my research that's where the short term value is.
Long term E3 has min 8 million tons of lithium carb which does put it right up there with some big lithium companies. Currently CAD$2.70's with 12 months to build the demo plant and reach the same point as SLI who are US$10-15.00. E3 has the value and not added in yet.
NOT FINANCIAL ADVICE simple observation and just my personal view. DO NOT INVEST based on my posts.