We would love to hear your thoughts about our site and services, please take our survey 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.
We’ve done some investigation and believe that the lithium story is far from over. In fact, Galaxy might be right on the money with their forecast. Because a lithium demand boom looks as though it could be right around the corner.
https://www.moneymorning.com.au/20200707/galaxy-resources-shares-rise-as-it-plows-ahead-with-lithium-plan.html
The recent meetings with the EV battery makers are seen as Chung’s efforts to ensure a stable supply of EV batteries as the global needs for the batteries are expected to intensify, with demand of 916 gigawatt-hours overtaking the supply of 776 gigawatt-hours in 2023, according to SNE Research.
http://www.koreaherald.com/view.php?ud=20200707000892
https://auto.economictimes.indiatimes.com/news/auto-components/australia-and-india-sign-joint-deal-on-critical-minerals-like-lithium/76208707
NOW where Is China gunna get their Lithium . Offtakes with EMH getting even more urgent .
https://cleantechnica.com/2020/06/04/netherlands-has-new-ev-incentives-e4000-off-new-ev-e2000-off-used-ev-till-2025/
https://auto.economictimes.indiatimes.com/news/industry/germany-unveils-130-billion-stimulus-to-kickstart-virus-hit-economy/76199865
while those who purchase electric cars will see a government rebate doubled to 6,000 euros.
AND "BMC partners Uber to automate ambulance services" and robots come out of the ambulance to give you mouth to mouth , LOL
I don't think anyone gives a rat's arse about these articles anymore. First of all lithium is enough and will be plenty available, as we mentioned previously the three biggest producers had to scale down projects so the price can rise a bit. The the biggest lithium producers can cover all the demand if they scale up existing mines. What people care about is EMH's SP and where their investment stands. Pretty much everyone is in the red, some more some less. You would think there is a demand in anticipation of the deal. Wonder if CEZ is willing to pay what they agreed now that the SP has bottomed or they will renegotiate. Looks that my prediction of 10-12p and a rise to mid thirties if the deal is signed is the only real prospect here.
sorry for duplications guys , it is this stupid website , slow and worst in world , very very unstable
https://www.csomagazine.com/sustainability/volkswagen-and-daimler-drive-sustainable-lithium
When are they going to look inside their own back yard .
https://www.proactiveinvestors.com.au/companies/news/912821/roskill-s-lithium-experts-highlight-key-trends-in-lithium-market-912821.html
Hydroxide prices still $14,000 a tonne what will it be worth in a couple of years
https://www.csomagazine.com/sustainability/volkswagen-and-daimler-drive-sustainable-lithium
When are they going to look inside their own back yard .
https://www.proactiveinvestors.com.au/companies/news/912821/roskill-s-lithium-experts-highlight-key-trends-in-lithium-market-912821.html
Hydroxide prices still $14,000 a tonne what will it be worth in a couple of years
https://auto.economictimes.indiatimes.com/news/commercial-vehicle/lcv/over-50-new-three-wheelers-sold-in-india-will-be-electrified-by-2024-crisil/74078170
https://insideevs.com/news/397955/10-chinese-battery-makers-50-gwh-2025/
https://timesofindia.indiatimes.com/business/india-business/300-spike-in-lithium-battery-imports-value-too-up-from-384-million-to-1-2-billion/articleshow/74099690.cms
https://auto.economictimes.indiatimes.com/news/commercial-vehicle/lcv/over-50-new-three-wheelers-sold-in-india-will-be-electrified-by-2024-crisil/74078170
https://insideevs.com/news/397955/10-chinese-battery-makers-50-gwh-2025/
https://timesofindia.indiatimes.com/business/india-business/300-spike-in-lithium-battery-imports-value-too-up-from-384-million-to-1-2-billion/articleshow/74099690.cms
Man, I sold £5k of PHE last week to put in here ffs! Better come off!
https://www.pv-magazine.com/2020/02/10/indian-lithium-ion-battery-imports-quadrupled-in-two-years/
Big US lithium up 8-9% ALB/SQM right now, come on EMH, just bought a few more feeling lucky lol
I think the deal will complete in February and then our tiny company will have 49% of something extremely valuable, a company with very deep pockets and with a record of fair play as far as dividend streams are concerned.
PFS was nearly 2 years ago now... Gotta ask if KC is a much better FD than CEO?...
All we get is whispers fingers, whispers, bad press and no news... Really makes you wonder what they have been doing for the last 4 years, except fundraising of course to ensure the gravy train keeps on running... Remember when EMH needs cash Keith is very active then...
Whisper in Oz is mid to end Feb Kevman .
Deadline is end of March so hoping its soon, things are obviously progressing after reading the various updates, just not quick enough for us shareholders or the share price clearly
When do we here the news ?
https://www.manmonthly.com.au/uncategorised/new-lithium-batteries-deployed-uk/
1. Cinovec is THE LARGEST LITHIUM deposit in Europe,
2. Cinovec is the Fourth LARGEST non-brine deposit in The WORLD.
3. Cinovec is centrally located for European end-users and is well serviced by infrastructure.
4. A GLOBALLY Significant Tin Resource.
5. Significant Hydroxide Results Achieved.
6. Annual production of Battery Grade Lithium Hydroxide: 25,267 tonnes for one shift or 50,000 tpa on 2 shifts (add on another minehead and this starts looking Mind blowing, who knows what amazing results can be achieved?)
7. The average operating cost for the Cinovec Project is $3,435 per tonne of lithium hydroxide after by- product credits. One of the Lowest in this sector.(with the price of Tin increasing the operating costs will significantly reduce)
8. Project Net Present Value (“NPV”) increases 105% to: $1.108B (post tax, 8%) Internal Rate of Return (“IRR”) increased 37% to 28.8% (post tax)
Cinovec is ideally suited to supply the right product at the right time into the growing European battery market.
49% of a massive project is far better than 100% of nothing ..... this partnership with CEZ will enable us all to succeed.
Onwards and Upwards , Due Diligence Soon & The SP will Fly & Fly High.
EXCITING TIMES AHEAD
https://www.electrive.com/2020/02/02/adl-wins-tender-to-deliver-up-to-600-green-buses-to-ireland/
TWO new Customers .
https://insideevs.com/news/396102/psa-group-saft-two-ev-battery-gigafactories/