Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Cheers MO.
Stick with the main 2.
E3 list on highest US OTC Market. Yesterday.
I think I'd leave Tetra. Had a look and they may turn out to be like Albamerle in 5-6 years but involved in too many countries so risk for bad news or delays is probably around 20+ higher than Standard.
E3 are another SLI. Get both and hold.
https://www.e3metalscorp.com/_resources/news/nr-20211026.pdf
Hi MO
Thank you once again for taking the time. I agree with all you say about patience and picking the right companies.
It does take time..if you’re in early then you have to wait.
There are , as you know , many stocks which can be flipped, ridden for a while and then .. gone. CRYPTO is probably here to stay but IMO , mainly from reading it will peak in the next 2-3 months by which time all my “bets” will be cashed in , hopefully with a bit of ££ in my pocket.
NEL is a very interesting one. I agree they have the factory and ppl want what they are making.. it has to go “boom”.. soon and then keep going..
I will be re viewing my holding there!!!
Looks like good news continues with SLI and now TTi.
e3… gonna be big!!!
STANDARD LITHIUM & TETRA TECHNOLOGY.
From the Tetra August 2021 presentation.
"Agreement with Standard Lithium for development of 890,000 tons of LCE inferred resources•85,000-286,000 tons of LCE exploration target in the remaining TETRA leases. The current market price of LCE is approximately $12,500/ton."
https://www.streetinsider.com/dr/news.php?id=19097283&gfv=1
Standard Lithium paying over a million to Tetra Tech.
TETRA TECH LITHIUM - Info
https://finance.yahoo.com/news/hedge-funds-bullish-tetra-tech-204514133.html
TETRA Technologies, Inc. Announces Preliminary Exploration Lithium And Bromine Targets From TETRA's Arkansas Smackover Formation Leases.
Another Standard Lithium AND PARTNER on the Smackover Lithium Brine formation !
Tetra Tech is another Standard Lithium in waiting.
http://ir.tetratec.com/2021-08-02-Tetra-Technologies,-Inc-Announces-Preliminary-Exploration-Lithium-And-Bromine-Targets-From-Tetras-Arkansas-Smackover-Formation-Leases#
E3 LITHIUM Completes prototype lab and is now running at low levels of lithium brine extraction, building up test levels of production. This will help to validate E3's very own DLE filtering tech and saving money in the process. Full results in early 2022.
Watch this space....another STANDARD LITHIUM in the making BUT 3 TIMES the potential.
https://www.newswire.ca/news-releases/e3-metals-successfully-commissions-lab-pilot-prototype-821837338.html
UP 10% Standard Lithium Ltd (SLI) NPV
Sell:14.35 CAD
Buy:14.37 CAD
Change: 1.40 CAD (10.79%)
STANDARD LITHIUM & partner STELLANTIS targets - Global EV battery sourcing strategy of over 260GWh by 2030, supported by five “gigafactories” between Europe and North America.
Going to be needing a hell of a lot of lithium from Standard Lithiums DLE tech plant in Arkansas.
News on demonstration scale up production now due.
Standard Lithium partner Stellantis partners car ranges. ALL will need lithium batteries :-
Abarth – “Heating Up People, But Not the Planet”
? Alfa Romeo – “From 2024, Alfa Romeo Becomes Alfa e-Romeo”
? Chrysler – “Clean Technology for a New Generation of Families”
? Citroën – “Citroën Electric: Well-Being for All!”
? Dodge – “Tear Up the Streets… Not the Planet”
? DS Automobiles – “The Art of Travel, Magnified”
? Fiat – “It’s Only Green When It’s Green for All”
? Jeep® – “Zero Emission Freedom”
? Lancia – “The Most Elegant Way to Protect the Planet”
? Maserati – “The Best in Performance Luxury, Electrified”
? Opel/Vauxhall – “Green is the New Cool”
? Peugeot – “Turning Sustainable Mobility into Quality Time”
? Ram – “Built to Serve a Sustainable Planet”
? Commercial Vehicles – “The Global Leader in e-Commercial Vehicles”
LITHIUM NEWS -
Stellantis are now partnered with LG and now SAMSUNG !!! Who Stellantis have a lithium deal with in North America = STANDARD LITHIUM.
This is going to lead to the BIG OFFTAKE I have been writing about so strap in news on Standard Lithiums sales offtake will soon be out as data from the NEW Demonstration plant is announced in Nov.
https://www.automotiveworld.com/news-releases/stellantis-and-samsung-sdi-to-form-joint-venture-for-lithium-ion-battery-production-in-north-america/
Tyson , frustration is THE hardest thing to deal with when investing. You should think about why you put £100 on number 16 ? What made you buy, the timescale you expect news, the countries security, the ownership of the company - do they have that actual history of completing contracts not just talking ?
Your crypto is booming and will do so ... I guess but its not my thing. Therefore I am not comfortable personally and I would like nothing better if you creamed the money in. I would not feel left out.
So my examples would be SLI & NEL.
I own way way way more NEL than SLI. Why ? Because they have in the last week announced SCALE.
SLI will always go well over time as they are the head of the pack to become only the 2nd lithium producer in the US and with new tech producing hydroxide in 24-36 hours. Its bound to do well as there is not enough lithium.
NEL, a different massively BIGGER beast. This is the tsunami you cannot stop now that the factory has finally opened the doors. Thing is it appears many don't invest prior to the big news, many rush in on a high sp to catch up and the FOMO is strong in investing with people wanting money today not wanting to wait 1-2 years for billions of US dollars.
Nel is too big, to advanced to not compete well in this sector. Just look at ITM v NEL. The difference is vast.
Finally. The next biggest lithium mine in the US which is getting huge amounts of PR is PLL again a very big potential of USD$1.6-2Billion total. NEL just stated they have the "current" potential for USD$6 BILLION.
3 X PLL total 20 year valuation. NEL hydrogen have only just opened up the factory and will expand so within 3-5 years NEL will be looking at USD$10-12 BILLION. Simple supply & demand.
Hydrogen & lithium are elements that will make our world appliences work, function.
Your bitcoin will be how we pay for it.
Same end result just ways to an end for us to retire wealthy. Tick. Pick a few, stick with them through the silly drops and overbought times ,take a long term balanced view and keep checking that the company are sticking , not over extending and in time you will win.
Cheers MO.
Not quite seeing when E3 will drop to sub 3 or. Even 2.50-280 but we will see!
I bought of tetra on the off chance and it was purely a punt / bet.. up 4% today! Not sure what that’s all about but better than the usual drop that always seems to happen. It’s risen Phoenix like this year but probably in a little late. If it’s not all take I’ll take a small profit and put it in E3 ;-)
CUSN is an interesting one for me.. I saw your thoughts and all looks v promising but strangely the sp ain’t moving much at all.
Sure ppl are waiting on the wings to see how it plays out. I’m “in” but only up to my knees ( not neck!!)
NEL.. well I look each day and wonder when it’s gonna really happen. The day ii let you buy it on their platform!! HL no problem, ii .. like who???
But then I look at BTC at $63k and see some miners flying ( HUT 8 +15% today). DMG .. hardly moved!
VIS , put it this way I now see the tweeking that these brine operations can do to each brine solution as hugely beneficial. E3 are specifically doing it themselves , building and testing new E3 filters for the brines in Alberta that have different graded impurities and are developing and © their own thus keeping more of the tech and as SLI are looking to do I think is licence it out across Smackover and in E3 cases Alberta. Great way to keep control if you have the confidence and knowledge. These guys seem to have it sorted.
With VUL & SLI setting the fastest path followed by CL, BL and coming along nicely my coverage is approx 90-110,000tpa of brine created Lithium Hydroxide specifically in central EU Germany, US and Canada all duristictions which are safe secure and used to industrial use of land and in Alberta they are crying out for jobs and new big business due to losses of jobs within fossil fuel oil tar sands and gas. E3 are right place right time and I can see rapid expansion there due to the geology.
I hold a little rock lithium in PLL & SYA who are looking at around 600,000+tpa of Lithium Carbonate , have 2-3 Hydroxide plants and TESLA already invested. Tesla could buy the lot and use it with EV cars and trucks coming online as each year passes.
I hold a big chunk in Nel Hydrogen a very large global hydrogen electrolyser factory just opened for 24/7 fully automated production to Nikola Corp, Shell, Hyundai, Toyota, Iwatani Japan etc etc US DoE Nuclear, US Navy .....800 on the book orders of which I think from memory 600 will happen.
An example of scale NEL due to supply Nikola Corp 700 fuelling stations @$2m per station.
Then the US$800M Ammonia project in Spain...
Hyundai Europe....
Toyota USA California...
SHELL USA California....
and this is just the start. US$6 BILLION ORDER BOOK.
I also hold ITM uk version of NEL. LINDE AIR are partners so plenty of global work too and £250m raised in less than 24 hours two weeks ago wow. Current partners bought in along with insto's on that raise. Its for a 2nd fully auto plant like NEL have just opened. 2 years to production on that.
Options a plenty but as always buying in low is the trick. Then DYOR but I know I don't need to tell you that.
All the best.
VIS - E3 Metals is a lithium development Company with 7.0 million tonnes of lithium carbonate equivalent (LCE) inferred mineral resources1 in Alberta and an NPV8% on its Clearwater Lithium Project of USD 1.1 Billion with a 32% IRR pre-tax and USD 820 Million with a 27% IRR after-tax1. Through the successful scale up its DLE technology towards commercialization, E3 Metals' goal is to produce high purity, battery grade, lithium products. With a significant lithium resource and innovative technology solutions, E3 Metals has the potential to deliver lithium to market from one of the best jurisdictions in the world. ALL BRINE.
Standard Lithium - can and I suspect are looking to lease out the tech for royalties + expand across their own land rapidly along with taking up the options in Tetra Tech land another 2.54 and 8.58 million tons of elemental bromine and for lithium the exploration target estimated to contain between 16,000 and 53,000 tons of elemental lithium. Using an elemental to Lithium Carbonate Equivalent ("LCE") conversion of 5.323, the lithium amounts to between 85,000 and 286,000 tons of LCE. So Tetra have seen SLI produce and now are going to do what Albamerle are basically doing in the same area as Standard. Tetra also work in 6 countries around the world processing bromide. I am still researching Tetra brines and hold a small £5 position. The potentil in smackover is now proven up by SLI so its obvious why they are now targetting lithium production too. Early bird and all that.
SW Arkansas Lithium Project PEA lithium brine resource is updated to consider the potential unitized area of production, leading to an increased total (global) in-situ resource of 1,195,000 tonnes Lithium Carbonate Equivalent (LCE) at the Inferred Category. The PEA considers the production of battery-quality lithium hydroxide averaging 30,000 tonnes per annum (tpa) over a 20-year operating timeframe. The PEA also updates the existing inferred mineral resource. 30,000tpa Hydroxide.
Hi Major Oak, Tyson
I followed your advice and have been tracking through the discussion.
To answer your question where is it all going to come from? It isn't. There is going to be a shortage of all sorts of critical metals that we need for the change over to electric. Particularly Lithium, Tin, Nickel Cobalt, Graphite, Indium and Vanadium. (So the changeover is likely to falter. )
They are going to be rationed by the price mechanism. So I guess it is worth knowing the demand profile for each of those and their price elasticity of demand. Tin demand looks very insensitive to price.===> Alphamin, CUSN.
Lithium demand is likely to rise 60x by 2030 with 26 gigafactories coming on stream in Europe before then and currently no supply for them. Watch out for Governments stepping in to protect their supply chains.
Have you found stats on Li reserves for SLI E3 etc ?
Imho good call. Hit my numbers so took my profit = free ride here. I can switch off on the worry side now.
E3 we have time and I am buying the drops below 3.00 looking at 2.30-2.50. as my tops buys.
Tetra, if you trust me , just hold off as I've been very busy and still doing my research to totally understand it like I do with Nel & SLI.
Give me this week and I will post some more.
Posted a bit on CUSN to VIS as he was asking nicely.
I think they will get bought out as supply is not multi billions ,but v good margins for a single holder. The UK has this to itself if they think and work smart.
Have a good week. Will check in daily but no time till weds to dig deep.
You’re probably right… I don’t want to day trade E3 I suppose I’ll end up averaging up but than just means I got on early (ish) at a better price- many thanks again.
Having sold 1/3 of my SLI I may buy back in IF it drops some.. but TBH I think I will probably just left my profit ride. If it were to double that would be excellent
I will just have to wait… and maybe tetra will also help.. retirement may not too too long off!!!!
A snap shot now would be a guess of
SLI 13.00 to 30/35.00 dollars say 150% from here on basics production from current asset so nothing added or licences issued. That is using buying in fresh from now.
E3 I am guess but
E3 buying 3.00 to 10.00-12.00 like SLI at this point.
So buying in fresh would suggest 250-300% BUT in 18-24 months with no other assets added or tie ins.
Like I said I have been buying and will wait for the drops on E3 - patience - to buy the right price. Standard was up and down all the time at this position E3 finds itself in. Time yet to build big sub 3.00 I guess.
… wish I’d not kept the powder dry..it’s flown past $3 now!
At this rate I’d be lucky to get anymore below $3!
Better than SLI???
Tyson -E3 Metals has one of the largest lithium resources in the world ?? ??
The Leduc Formation spans 100’s of square kilometres in area, and is over 200 metres thick, providing E3 the opportunity to expand development into the future ??
Learn more ?? https://t.co/V75pOxHKZB
$ETMC https://t.co/6lmjI9Mlqw
Hi again
Maybe I’m not looking in the right places but
From their presentation 1st sept they state
38% 10-year CAGR battery demand *
• Agreement with Standard Lithium for development of 890,000 tons of LCE inferred resources
• 85,000-286,000 tons of LCE exploration target in the remaining TETRA leases. The current market price of LCE is approximately $12,500/ton (
It’s their but almost a bit part. Could be a very big bit part. It’s not a huge company at $400m
Mcap but the sp has grown massively over 6&12 months.
Would like to read the official jV release if there is one
All in all seems a good bet based on what they do , sector they’re in and want to develop.
Reducing their debt quite significantly over the quarter too.
how much brine or whatever do they “own” / lease?
Is the 890T what SLI Have, and Tetra are helping or is this Tetras own.
And what’s the 85-286T ?suggests to me that this is potential from Tetras own leases.
I’m not good “doing the numbers”!
Sorry for the late reply.. I tried briefly this afternoon to look them up. I could use the link you supplied and I couldn’t find too much about SLI/ TT. I am a bit crap with google etc.. it’s like it doesn’t search for what I want!!!
It does sound like they have a lot of experience with gas/oil, and bromine extraction.
I will haVe another look.
Resisted E3 top up today after it dropped back after hitting $3 again.
Back soon
Tyson, just aded Tetra Tech after reading the forward statement and expectations regarding their own lithium supply 250,000 t lce. PLL levels. USA based with global opportunities.
Have a read of the recent presentation as normal you know you can say you dont like it , i'd like to know if you dont fancy it please ?