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Tyson, hot copper read Thirdman on emh and vul.
LG sign lithium brine offtake with German Vulcan Resources. EMH great mine but with political problens EU v Russia and Putin. Elections in Sept / Oct.... Great news for zero carbon Vulcan and its operations. Cornish Metals hold the licences allowing Cornish Lithium to drill on their land.
Watch this space. GM, LG VW and Stellantis all just bought in to brine operations. Who do we know tyson with US brine operations and no off take just yet ? Standard Lithium !
https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYL4wq9yhD3v%2BFs87FiGug%3D
EMH languishing a little atm.. hoping it still plays out!
Sorry for the ridiculous late reply.
Yes ARGO are a crypto (block chain company)
Yes they use a lot of energy like all.. ARB are going for the renewable play. SP has dropped a good bit recently c.£2 but if you were in before December you probably don’t care!!
MAybe a good time to get in now.. 6-12 months could double your £. Longer term I believe it will be the future- defi, Web 3.0 ... they are building a company
As for here.. just waiting atm along with PLL which is a bit up/down!
Sorry Tyson I'm probably going to make a complete dirk of myself but isn't ARB a crypto mining company? And don't they need an awfully huge amount of energy to mine? (one of the reasons why I don't like crypto)
MO
SUch a lot to take in. I will re read your thoughts a few more times to ensure I have it all in hand
Many thanks for you taking the time to put out so much information-
I have “passed” on EMN- manganese as it sounded too risky for me.
Looks like I need to keep my eyes open with EMH , though could be good. Many political moves could affect the small ( us) guys..
As for the Namibian play, though a colleague is in, I felt it was too risky.
Piedmont- seen the recent drop over last few days.. surprised. I bought on the AUS ex but it’s all the same.
Note your comments about Tesla , Texas.. ARB have just bought nearly 300 acres by the side of a power plant. It seems irrelevant in this space but I believe Peter W and Musk are business buddies and not sure what ARB will do with all that land.. cheap solar & wind but I get a feeling there is more and Tesla may have some part. They’re apparently moving out of Cal. Moving to Texas - well some part is moving. Why would they, if they are, move near ARB?
To all the lithium enthusiasts here, any idea why Piedmont lost nearly 20% in the last two days??
I'm only in Livent, is this a good stock to buy at this latest price? Safer than EMH?
Tyson I see you post on emh. Just be careful mate. Only put it what you can afford to loose. General election in Sept. In Czech politics is brutal. Killings, bribes, russian control and destroy tac tics, the leader of the party who may unseat Babis ( russian crim and involved heavily in cez and eu scams ) is in hiding I believe with a price on his head. I was in emh during the last election and it killed the sp. The Pirates and Mayors Party ( yep not making it up ffs ) look like they are gaining a lead over Babis. Trust me Babis and Kezman or something like that are the real deal for Putin. However these Pirates are pro EU for Czech Rep and want the Euro. Well , will the old guard allow this to continue ? Who knows but Hungary and Turkey are shining lights at what is possible when power needs to be kept.
https://www.google.com/amp/s/kafkadesk.org/2021/01/15/czech-opposition-joins-hands-to-unseat-pm-babis-as-election-looms/amp/
Also check out Russian Lithium battery factory and follow the companies involved and who. Just be aware, the EU know the czech history and will not simply just cough up money if czech is possibly going to have an East v West confrontation ? Vulcan have the EU money already.
I only did this side of Babis research after adding more a couple of weeks ago. Now I see the election is in Sept, I took that back out and bought more Standard Lithium in safe US. The drop is now being backed up and news was due this Q1 so maybe this little rise back to 4.00's is the news is soon?
Still holding a chunk of emh but will take 1.30. Summer holidays in Czech are very long and will run from June to early sept and then straight in to elections. Whatever emh do will not matter as the politics will take over. Trust me in that. It may all be good, but you could quickly loose too.
Just a friendly heads up. Its something I hadn't thought of until I saw Babis name in the press so thought I'd better check it out.
With David Lenigas an Ozzie ramper turning up on twitter , well I know him and how he works. Red flags all over. Any big move and he will sell out, 100% sure of that. Also could just be there to pump emh ahead of offtake news, again pump and dump with DL.
Germany have mines. Vulcan i think will be teslas fav it being brines, musk likes brines but they cost more to produce.
The other deposits are smaller to small and you have to wonder at the economics should prices fall as supply comes on stream from all the other mines.
By 2025-27 will a new more advsnced tech be cheaper with better range !??? Hydrogen is charging with leaps and bounds. These could hit the smaller mines ?
Go big with mine size, go specific with supply, watch the politics as this is a very profitable metal and africa is known to get greedy leaders. China will control Asia so pick a project that supplies china and that will not be far wrong.
Thats about it. Many companies in Africa say they are high this high that but the risk is huge. Why has musk not built in Africa , with all that solar power, cheap labour , masses of land and all the metals anyone could need ? Ask yourself that I would suggest.
Hard to make money on aim, very easy to lose.
I am now standing back. The world is changing and quickly. I think for stability of investing Biden holds the key. If he becomes ill within 4 years, it could quickly change and Trumpism will be back, make no mistake.
So my investment policy is short term , minimal ie I want one company one project as much as possible or great visability across a couple of extra projects. I want country or regional specific being favoured by that regime.
I want near term moves to or actual production.
In the 2017's in my rush to invest in anything lithium Africa, Far East stood out. For me the political risks are too high.
Kezera has fantastic lithium opencast pegmatites, well mapped , historic, great grades but no water and a very dubious board who also would rather invest in other ops rather then quickly get to Lithium and get it out and sold. Tantalum is a key product here but they are playing at it and the risks are too high.
Piedmont Lithium. Well I said buy US$27. You came back with it was drifting towards 25 dollars. Look now on now news. US$75-80.00. My £50,000 in at approx US$28-30, then a few more added at mid 50's. Wait until there is actual news. This is the US gokd standard and will always have a premium as I said before rock lithium is what they want. I noticed yoy mentioned the Tesla deal back in Sept that near doubled the sp in a day. Tesla own land now in Raleigh next to the mine near enough. That looks like the next battery plant as adverts went out for battery jobs at Christmas. Tesla semi truck snd car plant in Austin us testing its own Lithium Hydroxide plant onsite. A full olant cost approx US$350-375Million. Why ? I suspect the deal Piedmont did with Sayona in Canada was part authorised by musk. Sayona have 3 lithium mines that Piedmont now have access to. There is also a Tesla factory up there and surprise Sayona process rock lithium to lithium hydroxide.
So "if" Tesla buy out Piedmont they get THE best quality lithium in the US so its safe. They can take the hit on processing themselves, making the Piedmont buy out cheaper. Plus they get access to 3 canadian lithium rock mines AND another hydroxide processor.
My target for takeover was US$80.00, well thats pretty much gone. So now US$120.00 Per share. If there is no buyout my target for summer 2022 is US$400.00 + Including Capex of US$800M (to build the mine and hydroxide plant is US$500 approx. The other 300m is for extra cost associated with buying more local mines fir greater production figures and overruns ).
EMH lithium is by far the biggest, the best and cannot be besten in Europe for location. Portugal have mica and clays expensive to process and much smaller deposits. Sweden Finland great grades, but a way off construction and supply and also smaller deposits. Rio in Hungary ? Stranger form of lithium rock but can convert to Hydroxide. Costs to do this I am unsure on and being in the East worries me more about the Russia effect.
Germany have lithium mines. Vulc
Good morning tyson - sorry to everyone for a little off topic.
Well NEL's slide ... ? I was expecting the fund raising and dip towards NK27.00 but this has genuinely imho been oversold. I think one major reason why is the lack of news in the media. However, do a little boring reading on other piers and the markets in general and I could see NK 25.00 being a very fair price. As I say the next 3 Q's look like being very different based upon that lengthy reading. Most of those big rises created by CVD , come on we have to be honest, they are great companies in their own right, but if a market slides there is no stopping even the best taking a hit. NEL, as you all know is my go to company. I still hold firm, still up very well thank you and commonsense should tell me that stepping back and looking at anything 10%+ in a bank would not be possible. So glass is always half full.
OT part.
LITHIUM.
Tyson, back in the 1st lithium rush I made £185,000 on EMH in about 6-8 months bought at 8p , did some silly messung about mid 40's because then I was making big money. I learnt a lot then as I thought it was SO easy. Obviously history shows I knew nothing jumped in to others , spread risk as any investor should - rule 3 - got some trades wrong and basically got over excited and where I made £185,000 , SHOULD have made nearer £400,000. Leason learned.
Also another lesson , NEVER chase the rainbow ! Now that one has helped me and my sanity.
Tyson. I know the main shareholder of emh personally. Follow fingerscrossed and watch his every post. READ EACH WORD seperately and take it in. A lot gets repeated but he is 100% sitting next to the ceo.
Now VW have finally ( vw deal was on the table in 2017 but they couldn't make their minds up on the type of battery doh. They were still reeling from dieselgate which didnt help and they were scared). I have personally waited near 5 years for this Major to do what they should have done years ago. Their verbal and printed partner European Manganese EM-N is now out. I bought within the hour of it coming out last monday and had looked quite closely 2 weeks prior by chance. Czech company as is EM - H the lithium company.
EMH is 95% SOLID BUY. LITHIUM only major source in the EU.
EMN 80% solid. Only manganese mine in EU.
VW will HAVE TO USE BOTH, it is simple.
2 minor concerns. 1 Russia has 1 finger in here somewhere, but they will profit from both, it is just how this hapoens whilst being part of the EU.
Senario 1 - 85% will happen. EU & VW CATL LG Buy offtake.
Senario 2 - The Russian gov start to play hardball with EU, however the mines will still open and hopefully still be listed, but more product could go to Eastern ( russian states). This is still an outside possibility. 5-10% chance.
RH
is EHM “in” the same mine you spoke of previously?
Done some reading on it and sounds v encouraging and (potentially) v profitable.
Piedmont seems to be finding its feet- not seen too much on this recently.
All looked good with PLL but dropping a little .. not seen any news as to why. General market?
EMH - in but could have time it better.. long term hopefully
Awesome.. thanks RH. Will be looking and investing
Liking piedmont atm. SLL slid a bit recently but fingers crossed!!
TF
#EMH "Moving on to the announcement of an offtake agreement, the relative size difference between the milestones becomes rather apparent. Looking at the performance of other companies, such as Piedmont (PLL) and Core Lithium, the company is looking at the potential to surge 400% after a deal is announced. While part of this is undoubtedly due to the hype that came from a supply contract with Tesla, it does serve as a fair precedent to judge the company, especially with Tesla as a potential customer. I don’t believe investors should expect such a jump, but it does remain a possibility. However, a measly 75% jump can be expected as the company reduces its risk.
Finally, the release of the company’s DFS will likely see the company’s value rise by around 60%. The release of the DFS is a significant step in de-risking the company with the cementation of future operations. With these future revenues secured, and a secured buyer for a portion of the offtake, the risk for the company will have dropped significantly. The three catalysts, combined, will lead the company to rise by at least 150% by the end of the year. But, again, this isn’t where the lion’s share lies."
Seeking Alpha worts and all report. Google if you are interested, but news on offtake very very soon. Gov energy company backed !
The report even mentions piedmont :-)