Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Sk, does that include an incomprehensible 625 prospectus with fancy gobbledegook words like gulab jamon, macrame and opecians ? If so, I'm in !
Sorry - posted to the wrong thread
My value calculations are pretty similar with Soders and I have a price of 40p by Q3 which will put Harbour into FTSE100 with a valuation of £7.5b, generating a dividend of 2p per share. My key assumption which underlies the above is a medium term Brent price of $65 per barrel. If Brent price were to stabilise at $75 then the value would increase by £2.5b ($10 increase generated additional $700m of cash flow) yielding a share price of 54p. This would put Harbour into the FTSE50.
This is realistically the maximum price we can hope for. We are no longer a high risk multi-bagger, but a large, stable and well capitalised business. Oil is still a demonised sector by the ESG brigade but we need oil and gas for decades to come as part of the energy transition.
You can wish for higher but I would be very happy with a 30-50% increase in share price over next 6-9 months.
If you want an even longer but much higher risk play, you have QuantumScape (NYSE:QS), who are making the solid state battery technology that will replace current li-ion batteries.
Essentially lithium ion batteries but entirely ceramics based, no electrolytes which means no dendrite growth which means batteries that effectively have an infinite number of charge cycles with no degradation/capacity loss over time - meaning cars where the battery pack outlives all the mechanical parts, perhaps many times over.
ST - To add to Bladesman's list, there's also American Battery Metals (OTCMKTS:ABML) and Sociedad Quimica y Minera (NYSE:SQM).
Specifically I think SQM is a good long play as Chile has the world's largest lithium reserve and they are the country's largest producer.
St, here you go, ( lithium stocks )
Albemarle (NYSE:ALB)
Amplify Lithium & Battery Technology ETF (NYSEARCA:BATT)
Global X Lithium & Battery Tech ETF (NYSEARCA:LIT)
Lithium Americas (NYSE:LAC)
Livent Corp (NYSE:LTHM)
Plug Power (NASDAQ:PLUG)
Switchback Energy Acquisition (NYSE:SBE)
HTF, What are the best lithium plays available to buy now?
sorry, that £ should have been a $ before the lithium price there.
PAD004 -
battery grade graphite flake - $5,000/tonne
battery grade lithium carbonate - £77,500/tonne
at current prices and consumption rate, battery grade lithium runs out in 2025.
My "speculative" investment was Talga Resources (ASX).
Rgds Sft
Gota be BP then if your holding for 20 years as BP will sell hydrogen at the pump and made with free electricity from wind.
Might be worth looking up the composition of batteries. Lithium in reality is a small percentage lithium ion batteries. Graphite is the main component.`
Neither. Don't buy your kid oil. In 20 years all domestic vehicles in the western world will be electric, if we even own personal vehicles anymore and don't just summon one from the local pool of autonomous electric vehicles.
Buy them 3k each of nVidia, netflix and amazon and then 1k of alphabet inc.
the logic being, cinema as a destination is dead and there are only two players in the game after that - netflix and amazon, whichever one wins out, your kid wins.
nvidia are the world leader in video acceleration hardware for video rendering.
70 hours of video is uploaded to youtube every minute. 17,000 hours of video cross global IP networks every second according to cisco.
video is this century's oil.
if you absolutely must bet on a commodity, bet on lithium because of batteries.
Not the best place to ask for investments advice on these boards but I would spread the risk and buy bought cos that's what I've done.
BP. is good and solid company and they paid a reasonable dividend and PMO on the hand is also good but smaller company with a lot of potential for growth and hopefully the SP should double or triple in long run....good luck with whatever you decide.
Looking to invest 10k for my newborn. PMO or BP?