The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen 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.
Time to strap in and ride this out.
There are much bigger issue in the world ATM.. I hope that soon this improves for the sake of people and not money.
Retirement may be delayed but there’s much bigger things in play right now. Peace.
Cheers MO.
I do drop in and read the posts on CUSN but I’ve nothing to add of any use so just read. I’m also not invested in CUSN ATM.
As for SLI & E3 … ouch is all I can say. On the last few days.. I’m thinking someone’s said it doesn’t work or something equally bad!!! SLI has been crucified recently.. I could see the games with E3 but thought SLI were further down the path.
The world of stocks is not foot ATM .. by BTC plays are struggling to say the least!!!!! Might just have to wait a few years for that to all come back.
Keep in touch and I’ll keep reading NEL, CUSN as my next investments may be in there .. we’ll just MORE in NEL ;-)
VIS - this applies to you too. Drop a line here on anything other than CUSN. See you over there.
All things SLI & E3. E3 news soon. SLI going forward to commercial production. Whats not to like.
SLI have confirmed E3 brine will work technically.
Nothing more to add really, all good.
As there are virtually no posts, no new information no notice of any information I have posted really over the last few months , I will no longer be posting in here and wasting my time.
Do your own research as they say all investors should do.
Standard Lithium partner Stellantis global motor company year update.
In the #StellantisFirstYear we started a journey to lead the way the world moves, unveiling an ambitious #electrification strategy with ? 33 electrified vehicles available now and 8 more battery #electric vehicles coming. #eMobility https://t.co/hv43TC87zQ
Lithium news.
https://www.autonews.com/automakers-suppliers/gm-lg-energy-partner-li-cycle-site-ev-battery-recycling?utm_source=dlvr.it&utm_medium=twitter
https://newsfilter.io/articles/li-cycle--strategic-partners-to-build-new-lithium-ion-battery-recycling-facility-in-norway-5612036120f2aa5c60a5043842dd15ae
Worth a look and keep a UK operation in the back of your mind. Extra nickel and cobalt and lithium supply in the UK.
https://www.benchmarkminerals.com/membership/tesla-begins-shift-to-new-ev-battery-as-musk-expects-supply-chain-shortages-to-flip-from-chips-to-cells/
I would nudge people to look at recycling company Li-Cycle with this in mind and a good price too after this weeks drop.
Main client LGES LG Energy who will supply Li-Cycle with old lithium batteries inc all the nickel and cobalt etc... Just have a look.
Cheer up tyson. Inflation inflation inflation , oh and Russia.
You have bought well. I am happy with my buy prices in the main 75% were good buys so thats probably better than the average punter.
I know you have bought and well so dont beat yourself up. Its never plain sailing.
You know how fast our shares can move both down and up. We are just in a down phase.
ALL hydrogen and lithiums are up and down then back up and down. Its just the world markets working through covid, now inflation and throw in a ****y Russia and probable Chinese / Taiwan conflict and yeah you have to weigh up risk v rewards.
I am here until 2025 and my 55th. Plenty of time to x3 my investment and retire. Virtually all my holdings are predicted to hit their stride 2024 - 25.
Fingers crossed things are settled by then. If not it goes on year to year as when I can retire. No worries here.
Here, E3,in fact everything. Wow.
Retiring at 55 is looking shaky for me.. more like 60 at this rate ;-(
Only 1.38 m traded so far today where as yesterday 2m + , so within the next 5-7 days will a contract drop in ?
“Our relationship with Volkswagen significantly expands the 24M ecosystem,” expressed Naoki Ota, president and CEO of 24M. “Their investment, collaborative development and ability to scale globally will accelerate our manufacturing platform, thereby replacing the conventional manufacturing process and fast tracking electric vehicle adoption.”
The third new agreement is with Vulcan Energy Resources: Volkswagen has now signed a binding contract with the German-Australian lithium company to supply CO2-neutral lithium from the Upper Rhine area in Germany. The contract provides for the supply of lithium hydroxide over a period of five years starting in 2026. Similar deals have just been signed by Stellantis and Renault with Vulcan Energy. LG Energy Solution is also among the customers.
In contrast to the other two carmakers, Volkswagen does not provide any details on the quantity purchased (Stellantis: 16,200 and 19,800 tonnes per year from 2026, ).
FERYR sees it price rise today 10% whilst Standard Lithium is up 8%. I wonder if the long link I posted about Standard , Lanxess, Koch, 24m , Freyr and all round car manufacturer Stellantis who did a European deal with VW & VULCAN are now in a position after todays Standard Lithium news of moving to commercial is the key.
Next up a deal from Stellantis imho.
E3 Lithium carbon free by the time production comes around with Alberta Co2 hub.
https://www.newswire.ca/news-releases/enhance-energy-announces-the-origins-project-a-carbon-sequestration-hub-in-central-alberta-814211988.html
STANDARD LITHIUM "we now have the only continuous, 24/7 start-to-finish brine-to-carbonate plant in North America."
Standard Lithium commented “the Standard Lithium team has been extremely busy over the last quarter. We’ve continued to integrate processes into our El Dorado Demonstration plant so that we now have the only continuous, 24/7 start-to-finish brine-to-carbonate plant in North America. Owing to the keystone investment into the Company by Koch Strategic Platforms in Q4 last year, we’ve been able to grow our team and commission intensive studies that start us on the real path towards commercialization. We and our partners have significantly increased our knowledge of the scale-up process and have a better understanding of what the first commercial plant will look like. We have a lot of exciting work to complete in 2022 and we look forward to providing updates as we continue to grow our team, bring on new project execution partners and move Standard Lithium on its path of delivering the first new commercial lithium project in the United States for several decades.”
LITHIUM COMMERCIAL SUPPLY of Lithium-Selective Sorbent
The Company’s LiSTR DLE process uses a bespoke, custom-formulated lithium-selective sorbent based on a titanate architecture. The sorbent that has been successfully running in the demonstration plant for the past 20 months was manufactured outside of North America and represents the first generation of the material.
Since Q1 2021, Standard Lithium has been working with one of the world’s largest industrial material suppliers, with a specialization in ceramics and catalyst compounds, to optimize the performance of the sorbent, and to develop a scalable commercial manufacturing process in North America. This work has been successfully completed at various R&D facilities in North America and Europe and substantial improvements in the performance of the sorbent have been achieved. The next generation of the material will be produced using a full-scale commercial production process and is expected to arrive at the El Dorado, Arkansas Demonstration Plant during Q2 2022.
STANDARD LITHIUM COMMERCIAL PLANT PHASE !
First Commercial Plant Design and Planning
Standard Lithium has expanded its internal team and retained additional consulting services to advance all necessary project definition work for the Company’s first commercial lithium plant, intended to be constructed at Lanxess’s South Facility. The Company has completed initial site selection work within the available property envelope to determine a suitable location(s), and initial environmental and permitting screening has been completed with no significant issues noted. The Company has also retained one of North America’s largest and most respected engineering and construction organizations to complete a Preliminary Front End Engineering and Design (Pre-FEED) study. The Pre-FEED was commenced in Q4 2021 and is scheduled to be completed in Q2 2022. The study will be used to develop the initial design for the first commercial plant, as well as to provide all supporting engineering and costing data.
The findings from the Pre-FEED will be reviewed by the expanded Standard Lithium team and will be directly integrated into and form the basis for the next substantial phase of design work, the FEED study, which is intended to commence in Q2 2022. The FEED study will significantly advance the level of engineering design, constructability and associated costing of the first commercial project, and its main findings will be publicly reported as a NI 43-101 Definitive Feasibility Study (DFS). It is also expected that the FEED study will be converted into a lump-sum turnkey (LSTK) estimate that can be used for any future project financing activities that may be required. The Company will provide additional updates once the FEED study is awarded.
STANDARD LITHIUM PROVIDES PROJECT UPDATE
The Standard Lithium Demonstration Plant produces first-of-its-kind start-to-finish DLE to battery quality lithium carbonate in a single integrated process;
Standard Lithium expands team and retains one of North America’s largest engineering and construction companies to complete all necessary Pre-FEED studies for the first commercial plant; and,
Improves performance of proprietary sorbent and works with global manufacturer to secure domestic commercial supply
El Dorado, Arkansas – 20th January 2022 – Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV: SLI) (NYSE American: SLI) (FRA: S5L), an innovative technology and lithium project development company, today offered an update on several project and other related developments.
SiFT Lithium Carbonate Plant
The ‘SiFT’ lithium carbonate plant was installed at the site in Q3 2021 (see September 1st news release) and has been successfully commissioned and used to produce battery-quality lithium carbonate at the plant. The lithium carbonate was produced at the SiFT Plant in a single crystallization stage (contrasting with multiple stages in a typical process). The crystals were washed twice using hot deionized water to attain battery-quality (>99.83% purity) lithium carbonate. This is the first of its kind demonstration of a continuous Direct Lithium Extraction (DLE) plant being operated at scale, producing a concentrated lithium chloride intermediate product and directly converting to battery quality lithium carbonate in a single crystallization step. Completion of this phase of work is another important milestone for the Company and its technology-driven approach to development.
The current iteration of the Company’s proprietary LiSTR DLE demonstration plant in El Dorado, Arkansas also uses a novel osmotically assisted High-Pressure Reverse Osmosis (HPRO) unit to concentrate the LiCl solution prior to carbonation. This HPRO unit was successfully integrated into the plant and has been operating according to design criteria since September 2021 and consistently producing LiCl solutions containing approximately 7,000 mg/L lithium."
A note to those who are not fully all over sli.
Today volume broke 2 million. That is not a common event. Even with these recent drops 2/3rds of the times 2m has been broken in the last 6 months have been followed up to 5-7 days by a quite positive upward move in sp.
Complete guess US$2.00 move upwards could be on the cards. This is NOT financial advice but just a simple mans observation. Please do your own research.
Fingers crossed we get some excellent news.
Oh, the two big rises in 2021 came when Stellantis Group released info on Vulcan / buy ins , so ? Hmm food for thought.
A note to those who are not fully all over sli.
Today volume broke 2 million. That is not a common event. Even with these recent drops 2/3rds of the times 2m has been broken in the last 6 months have been followed up to 5-7 days by a quite positive upward move in sp.
Complete guess US$2.00 move upwards could be on the cards. This is NOT financial advice but just a simple mans observation. Please do your own research.
Fingers crossed we get some excellent news.
Oh, the two big rises in 2021 came when Stellantis Group released info on Vulcan / buy ins , so ? Hmm food for thought.
Absolutely no idea tydon. It dropped to mid 8.00's before the last rise to 15.00. fingers crossed its good news again
Volatility, long term ups and downs but …wow.
Did not expect to see this half over the last month or so. But mostly being kicked big time in the last week or so!!
Are SLI still being shorted to death or did something serious happen?
…could do with it being good.. getting wiped today!!!
Earlier research led by the US Department of Energy’s Oak Ridge National Laboratory, published in The Journal of Physical Chemistry C, showed that as much as 15,000 metric tons per year of lithium carbonate could be recovered from a single geothermal power plant in California’s Salton Sea area, the most mineral-rich brine source in the United States. There are currently 13 geothermal plants in the region and more are planned.
Can't wait for an update on Standard Lithiums progress. Should be very welcome news ;-)))
Cheers MO.
We are in similar boats.. Retire in 2-3 years @ 55 :-)
Though I have spread my ££ over many places: some good and some less so! Having made my “bets” I’m hoping enough of them come in.. a few are taking a little longer than I would like!!
Fingers crossed that E3 and SLI come good from here.. and a rise in BTC!!
I also have a small consideration in ADV.. expecting well results in next 10 days from Buffalo 10. They know there is oil there.. should be a lot. Confirmation will make the company, and ignite the sp.