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11 dollars looking a bit distant atm! There’s often a rather large swing during the day..today when.. overall just about kept pace but 7 to 6.5 to 7. £ to be made by the brave ( or daft). Not me but it is interesting to view. Volatility like like is not v good!
…I should buy some more at this price!!
:-)
Very impressive…
They should start making some money soon… and maybe me too!! Thanks for sharing this
TF
https://nelhydrogen.com/articles/video/nel-hydrogen-heroya-factory-tour/
OT for tyson.
September factory starts 24/7. Whooop whooop
PLL IS turning into a bit of a disaster TBH. I’d hoped after the dip with “that meeting” and we were back up it might return to $1 AUS. Sounds like typical yank ****wits though. If that’s the face of the company,despite Elon having a Take off which lets face it probably means v little.
As a result now I’m a little under water. I may try and get out if I can get back to even!
Apologies as my buy in to CUSN seems to have caused a drop today;-)
NEL really has drifted down in recent times … I have considered topping up as agree… the H2 thing is gaining traction.. fingers crossed
Cheers for the CUSN buy ty. :-(. Hahaha.
As we all know do the hard yards, do the research, stick with that and as you say worry for a few months before you win big.
Markets are all over the place at the mo. Companies up then down, moving wildly on no news. Its all a bit confusing at the mo, but once Sept comes, city guys are back it should settle
PLL IS turning into a bit of a disaster TBH. I’d hoped after the dip with “that meeting” and we were back up it might return to $1 AUS. Sounds like typical yank ****wits though. If that’s the face of the company,despite Elon having a Take off which lets face it probably means v little.
As a result now I’m a little under water. I may try and get out if I can get back to even!
Apologies as my buy in to CUSN seems to have caused a drop today;-)
NEL really has drifted down in recent times … I have considered topping up as agree… the H2 thing is gaining traction.. fingers crossed
Tyson, PLL risk from 10% is now rate at 30-40% risk applied.
The deal with Africa was out of the blue, not zero carbon and feels a bit out of the blue ? 20% added as its africa.
Then that meeting with the commission. I got 2 other high level business friends to look at it ( only as a general presentation and what did they think - neither invest in shares ). Both said it looked very unprofessional, initial reactions ( split second wavers to basic questions ) showed a lack of confidence in providing the correct answer they should provide media. EG a question about water should be answered in their sleep yet they stumbled ? The arsenic question , which in the US and Piedmont area IS known, showed a real lack of anticipation and fundimentally unprepared to answer again what would seem to be a very obvious question. One of my friends ( part director thought was particularily bad the went online and did basic google search after and said the answers we pathetic and I should have concerns about investing in a billion dollar company represented by that kind of lack of vision as to what an angry group of local people would ask ie how safe is my water should be pitch perfect ). He was really not impressed by the whole thing. Having to shout to a collegue in the venue for an answer is embarrassing and again showed lack of respect, knowledge about the product and lack of picking the correct people to make a first impression to the community and especially those who will deal with permits / zoning in this case !
Standard, I too stocked up teehee. Great minds.
Nel .... get ready. 3 deals in a week and under 8 weeks until the PR hits the hydrogen world regarding 24/7 electrolyser automated production. Q2 out just today. I bought more sub NK15.00 just. Short term looking at NK23-25.00 as the traders get a sniff of big news.
I am holding even on the big drop back, but I still stand by NK 45-50.00 for end of year.
My 3 tips for 2021 were NEL, SLL & DCTA. I still stand by them. They are all cutting edge with new technologies so will move up and down as they build, prove up product and start to draw in more and more early stage revenue.
I suspect they may well stay as my shares for 2022 too ?
…and trying for +25% today. A little volatile she is but nice to have added yesterday and be seeing some upside.. gonna be interesting
I did buy SLL today on the dip.. didn’t get the bottom and obviously my ave got kicked as I was in quite early
I thought about PLL last time it dropped and then it recovered.. a d now it drops again!
Lots red today across many industries..
As I’m outta EHM maybe that money is better in PLL?
Thought SLL do look quicker to market for me.
My E3 is already bought .. and holding as is cusn!!
Fingers and toes ;-)
Dvsfm, tick, same as my thinking.
Tyson, lastnight in Oz virtually all lithiums were down 2-5%. Nothing wrong with our choices. The risky ones will be slowest to recover. Then the herd will end up buying the low priced risk assets that are left to gamble on.
Our choices are top companies. Full faith and bought more SLL & PLL today. More to buy if they go further.
SLL… ;-(. And lots of others down today… ****!
Sure, firstly, huge resource, very low market cap compared to peers (especially Vulcan, another one of my holdings), DLE work appears to be progressing nicely, easily extracted brine which is well understood, very low carbon footprint expected, great support from local govt. I think you get the picture, assuming the field pilot goes well, I can see this reaching the height of standard lithium within the next year or so
dvsfm - can I ask why you have so much confidence ? A double check to see if it is the same vision as mine.
Cheers.
Hi dvsfm. We have chatted before going back a few years.
My E3 holding is a slow build. At the moment I am unsure of just how big I want to go.
Couple of points that in time E3 will clear up and I will decide probably around then as to how much value I see.
Would like the pipeline to be confirmed officially my main point. Also I want to see how they raise the next cash run?
It will show me their model.
Extremely happy to add more to SLL tbh on this dip.
1 - Processing plant now completed and running in Arkansas , brought down and rebuilt from Canada. Less time to processing, refuced costs, increase in production forecast.
2 - First actual production from the plant ie a bulk amount created. Details or time, grade, scale from plant and scale up going forward.
3 - Offtake by Stellantis ( Chrysler owner or S Korean venture ).
Then I will re assess from that point.
I will get more involved with E3 in time, but I see my near term profit being here as its one of the most advanced in the US and up there globally in timeline to production.
There are a couple of other companies I am watching , but again I want to see a couple of things which show their hands and the way the company do business before I go forward with then or add to either E3 , Frontier or PLL.
Lots going on. Plus hydrogen , which I also hold and couple push more money towards, but sentiment is strongly behind lithium. Its the sexy one at the moment, but give it another 12-18 months and some solid production figures for hydrogen will start to compete , all imho.
Its a matter of timing. Both assets lithium & hydrogen will do well.
… listening to your thoughts and y fact that as you point out…nothings happening and they’re missing dates… so I’ve sold up for a small profit. But a profit is a profit!!
As for SLL… ;-(. No idea what happened today but now wish I’d sold a bit. Still way up but …
Why and what news x3 you expecting??
Major, I have a decent position (400k+) in E3 , what size holding you looking to aquire ?, there is a decent discord forum for E3 if you are interested, let me know and I'll post a link
Left emh after the CEO had signed the MoU with Babis and Czech Gov, then Babis realised how much he was giving away to Ozzies and it was not playing well with the people of Czech, letting billions go to a non czech company for "their" lithium.
Greed , politics and back handers all over it.
The geology is 100% correct. I've had a lot of time with Mr Keller. We agree to disagree. He will get his day and his money , but the asset is billions and a strong pro communist President Kesman and puppet Babis who is a bent as they come ( thats why the EU will not loan him money for his Agroculture business , he just pocketed the money ). Just be very very careful.
Czech people need this mine, but Russia will be in the background 100% and who knows what they can and will do to get lithium supply ?
Just be careful. Imho its worth around £5-8.00. Am I in ?
No way. Got burned before. Tried once more around 65p and the 'soothsayers' on the forum ( fingers and Iain ) are both right. Direct line to Keith, but their preductions just keep being delayed. What does that tell you ?
The CEO is directly telling them 'x' will likely happen and it drifts ... Check out fingers in March saying offtake mid April.
Still waiting.... It is there in print for you to check. Not my words but his. Heard it time and time again. If they can't drop hints right then nobody can.
Standard Lithium. I sold some profit. Put it in Frontier. Then Standard nose dived , so I sold half of Frontier and bought back in ( 20% added to long term hold ) at 9.50ish.
News x3 coming so was happy to rebuy with free money from previous profit. I feel very happy. Will retake profit once 3rd bit of news drops in, so as I said hopefully 15-18 dollars.
Hi
I , maybe wrongly, got the feeling you were cooling off with SLL, as I thought you’d taken some off the table as they say. Maybe that is your modus with these things and tbh, probably a good feeling if your “playing with your profits”!??
As for the crypto… I’m no expert..
You could day trade DMG/ BITFARMS/ DIGIHOST.
Argo announced NASDAQ application so hopefully it will bounce a bit more after- it is being short attacked ATM so I am told. Even the CEO mentioned it on Twitter.it can’t stay down they make £6m a month!!!!!
agree on the energy front but many use hydro ( Argo in Canada) and many are trying to reduce energy - Argo and Hut 8 ( maybe others will follow) looking at immersion so more computing power for less energy. HUT ( imo) have a brilliant idea. Mine Eth with rigs which is about 1/100 of the power ( how I don’t know) but the convert to BTC.
Although many say use the spare / renewable energy ( Argo and others off to Texas to use the wind and the heat), but agree wouldn’t it be better to make H2 with it and store the energy?? Only if you’ve tuned off all the oil / gas power stations…
I realise I am being “dishonest “ bc yes we should save the energy, but I’m invested!!
But we could probably also say mining for Li etc is also energy hungry. Also all these raws for batteries??
Personally I think H2 is a better way- certainly should be a mix of the two.
And then there Cos like PHE. Gonna clean up all
The plastic, make H2 and electricity and shouldn’t pollute the planet…
I’m not judging.. all have their trade offs. I just hope governments make the right choice ( for the planet) and not for the £££!!
The thinkmwoth BTC it is just something that can’t be copied, there is only so much of it. As is Gold.
No one spends gold per se. No one really will spend BTC. They will just own it and borrow against it. The difference is you can see who owns it. And if anyone sells it everyone can check the transaction and see it. Therefore you don’t need a bank to “check” the transaction and charge you a fee. Think Visa!
I’m sure there’s a lot more to this but it’s relatively “early” and JPM, El Salvador ,… are adopting it so long term it’s probably here to stay.
Imo it will push up for next few quarters, and miners will profit. Time to sell … maybe buy back after the dip ans then hold for a few years.. at which point keep for a long time. If you’re “young” it’s worth a punt on these.
Financial institutions are buying.. ETFs are being started .. not for nothing.
I’ve taken a small position in CUSN - fingers crossed. Gonna keep the SLL…hope for a buy out!??
Gonna see what develops with EHM.. some on the BB believe it will be massive. I know your fears.. you still invested or did you take your profit?
If it gets anywhere near 1.20+ I may just take my small profit and move on.
Hi Tyson. Always a good read.
SLL must be nearly demonstration ready on site by now.
Cannot be much longer.
So then the news will be RNS - Plant to process chloride to LCE/Hydroxide is now in operation. Then depending on time scale based on the companies objectives, RNS on how much the first 'x' of production was done and the details of time, grade, scale up and next steps.
I would then expect more offtake news - still waiting for Stellantis to announce Chrysler.
3 major share price nuggets that should get it up to US$15-18.00. imo. You know I am genuine with my views, so fingers crossed.
Crypto is way out of my field. I did very well from your ARB tip and I thank you now as I did at the time, but I can't get my head around it not being physical and the implication of its energy consumption? In an era now when Musk will not buy any nickel or lithium from high energy high co2 footprint companies all I can see is global governments cracking down on crypto generation rather than expanding it ? You know way more than I do on this so I could be way off, but it seems to go against the climate change wave of change ?
Anyway, we all invest in the things we like and I'd never say do or don't. I will out of kindness try and suggest possible negs when I feel its needed, no company gets it right all the time. But good luck. Frontier is a long term project so there are at least 2 years before the big things happen. Good call if you feel uneasy about it. Cool with me. Just check in every now and again and see if anything has changed that may sway you. Until then go with your gut.
All the best.
Thanks once again for the heads up.
Tbh I didn’t go all in on this. I tend to diversify so a couple of K at the most .. I did have more but sold out at evens on that as felt too slow and possibly too risky. I won’t make a million but I won’t lose huge amounts either.
I looked at frontier lithium yesterday.. I couldn’t find enough info and what I did “worried me” a little. Just a feeling
So I’ve gone in ( late to the party ) on CUSN. Maybe I feel U.K. is not quite so “ naughty “- how Naive ??
SLL Is just about holding .. keeps testing $10 and not getting there. I’m hoping there’s another run with it - FOMO - call it what you will.
HE1 for a side bet mow it’s 1/2d??
ADV is a favourite amongst some others I speak with
And crypto… mid term some of the miners are gonna go again..DMG??? and ARB - though they need to get on NASDAQ v soon to stop shifters. They have announced it’s been applied for so could take a slice when it does..
Tyson. I know the main shareholder. There are all but 4-5 people who bought lower than 7-8p. I know , I was in at 7.5p-8p. I sold out once the gov cancelled the MoU because they didn't realise just how much cinovec was worth. I did ok. Sold most on the fall back in the mid 70's, then last trench around 54p.
Way too political for my money. Greed all over emh.
Most investors after 2019 think its a mine in the centre of europe. It is and its fantastic. I had the mine map if tunnels, how many inches they need to take off the stoop to get the crusher down , underground, how and where the dewatering will happen , I know a lot. I found the old **** ponds and was first to post the locations. One privately owned.
Right know they say 7mt lce and around 400,000t tin.
I can give you my workings out. 10mt lce easy , not including block 2 next door. 550,000-650,000 t tin is my estimate. Lets see in a couple of years what they come up with. I bet you £1m quid its around my figures and possibly more if the tech improves.
Its the communists in czech, CEZ are part gov BUT still both Babis and Zeman are the gov and CEZ have all sorts of ties in the background that they have to skim off to get other deals through or get their cut of Cinovec. It makes me feel sick to my stomach to think about all the politics that could halt the process at the click of the fingers. Most investors are just following the lithium bull and really know F all about the village, the back ground, the russian interference etc. Just be careful. You could make a million easy.
You could lose the lot if the go private .... ? Anyone even mentioned this yet ? Nope. Literally anything is on the table along with takeoff deals done way back in 2018.
Question , why has VW not signed up yet ? 2018 they were in regular talks. Nobody had eben heard about Vulcan or Cornish or Portugese lithium. Jadar was found about 18 months after VW were talking to emh. Its bonkers what I know has gone on.
It is only now you have the herd who know nothing, claim everything is £5 and ignore anything to do with what Babus , Kesman or the Russians can or will do with a $2-3Billion project. Greed comes from all over.
One last point on emh. They say the EU will come to the rescue with loans , funding etc. The EU have filed accounts have they in near 10 years !!! Just to trust the EU not to screw shareholders is again ignoring what could be possible. If Russia start to play hard ball with Czech, what will the EU do ? Lithium is a critical metal like oil to the Balkans. It is serious s@@# and they will not F around.
Just be very very careful.
I’m still holding all my SLI but was flabbergasted at yesterday’s drop.. trying to get back to $11 ??
I may take some off the table as a result!
As for the rest PLL remains a hold ATM and EHM popped today but can see no material reason…
Am “up” but not in like some at 6p!! More like 86 for me..sadly!
H2 wise I’m in PHE and EQTEC…not quit full H2 but NEL is and sadly the sp is really struggling!